ORIX Ownership | Who Owns ORIX?

Overview RevenueFinancials Chart Transcripts

ORIX Ownership Summary

ORIX is owned by 0.41% institutional investors, and 99.59% retail investors. Morgan stanley is the largest institutional shareholder, holding 0.09% of IX shares. Avantis International Equity ETF is the top mutual fund, with 0.03% of its assets in ORIX shares.

IX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	ORIX	0.41%	-	99.59%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Credit Services Stocks	39.92%	8.89%	51.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	1.02M	0.09%	$113.69M
Fmr	762.76K	0.07%	$81.03M
Bank of america corp /de/	472.95K	0.04%	$52.64M
Todd asset management	346.22K	0.03%	$36.78M
Teachers retirement system of the state of kentucky	211.78K	0.02%	$22.50M
Blackrock	198.39K	0.02%	$22.08M
Blackrock funding, inc. /de	187.59K	0.02%	$19.93M
Wells fargo & company/mn	158.30K	0.01%	$16.82M
Northern trust	132.17K	0.01%	$14.71M
Healthcare of ontario pension plan trust fund	91.60K	0.01%	$9.73M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Henry james management	55.77K	2.13%	$5.92M
Ativo capital management	11.63K	1.23%	$1.24M
Todd asset management	346.22K	0.88%	$36.78M
Wambolt & associates	20.74K	0.71%	$2.20M
Gilman hill asset management	36.59K	0.68%	$3.89M
Paradigm asset management	14.50K	0.42%	$1.54M
Eagle global advisors	80.70K	0.35%	$8.57M
Dgs capital management	7.89K	0.21%	$838.58K
Teachers retirement system of the state of kentucky	211.78K	0.20%	$22.50M
First affirmative financial network	3.20K	0.20%	$339.71K

Top Buyers

Holder	Shares	% Assets	Change
Fmr	762.76K	0.00%	115.07K
Healthcare of ontario pension plan trust fund	91.60K	0.02%	44.20K
Allspring global investments	41.28K	0.01%	23.59K
First trust advisors lp	17.39K	0.00%	17.39K
Teachers retirement system of the state of kentucky	211.78K	0.20%	14.14K

Top Sellers

Holder	Shares	% Assets	Change
Groupama asset managment	-	-	-50.74K
International assets investment management	-	-	-36.67K
Pensionmark financial group	-	-	-22.40K
Wells fargo & company/mn	158.30K	0.00%	-17.62K
Vident advisory	-	-	-15.16K

New Positions

Holder	Shares	% Assets	Change	Value
First trust advisors lp	17.39K	0.00%	17.39K	$1.85M
Summit global investments	10.05K	0.07%	10.05K	$1.07M
Callan family office	8.29K	0.06%	8.29K	$880.33K
Millennium management	6.54K	0.00%	6.54K	$694.21K
National bank of canada /fi/	5.00K	0.00%	5.00K	$531.15K

Sold Out

Holder	Change
West branch capital	-1.00
Financial gravity asset management	-2.00
Johnson financial group	-7.00
Central trust	-8.00
Family firm	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	172	-0.58%	4,694,132	2.81%	-	259.42%	97	7.78%	48	-
Sep 30, 2024	168	-	4,547,724	0.62%	-	257.90%	87	-8.42%	48	-2.04%
Jun 30, 2024	163	3.82%	4,458,725	1.33%	-	265.61%	91	3.41%	48	23.08%
Mar 31, 2024	157	4.67%	4,400,146	3.52%	-	281.18%	88	1.15%	39	-
Dec 31, 2023	150	12.78%	4,250,514	0.89%	-	280.14%	87	27.94%	39	14.71%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Avantis International Equity ETF	388.62K	0.03%	-
ActivePassive International Equity ETF	152.73K	0.01%	-
HJIM International Select	124.18K	0.01%	-
Steward International Enhanced Index I	78.46K	0.01%	20.79K
Avantis International Large Cap Val ETF	49.55K	0.00%	-
Timothy Plan International A	42.00K	0.00%	2.50K
Ativo International ADR	26.50K	0.00%	-
Ativo International ADR Select	5.30K	0.00%	-
DFA International Core Equity I	25.05K	0.00%	-
PMC Diversified Equity	3.86K	0.00%	-1.00

Insider Transactions Trends

Date	Buy	Sell
2022 Q4	-	2

IX Ownership FAQ

Who Owns ORIX?

ORIX shareholders are primarily institutional investors at 0.41%, followed by 0% insiders and 0% retail investors. The average institutional ownership in ORIX's industry, Credit Services Stocks, is 39.92%, which ORIX falls below.

Who owns the most shares of ORIX?

ORIX’s largest shareholders are Morgan stanley (1.02M shares, 0.09%), Fmr (762.76K shares, 0.07%), and Bank of america corp /de/ (472.95K shares, 0.04%). Together, they hold 0.20% of ORIX’s total shares outstanding.

Does Blackrock own ORIX?

Yes, BlackRock owns 0.02% of ORIX, totaling 198.39K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 22.08M$. In the last quarter, BlackRock decreased its holdings by -7.697K shares, a -3.73% change.

Who is ORIX’s biggest shareholder by percentage of total assets invested?

Henry james management is ORIX’s biggest shareholder by percentage of total assets invested, with 2.13% of its assets in 55.77K ORIX shares, valued at 5.92M$.

Who is the top mutual fund holder of ORIX shares?

Avantis International Equity ETF is the top mutual fund holder of ORIX shares, with 0.03% of its total shares outstanding invested in 388.62K ORIX shares.

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