ORIX Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 5.04 M | $131.74 M | -0.10% | 0.44% |
| FMR LLC | 11/13/2025 | 4.91 M | $128.16 M | 18.16% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.38 M | $62.04 M | 0.91% | 0.21% |
| TODD ASSET MANAGEMENT LLC | 11/07/2025 | 1.85 M | $48.24 M | 6.08% | 0.16% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11/12/2025 | 1.15 M | $29.96 M | 8.32% | 0.10% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.09 M | $28.46 M | 1.88% | 0.10% |
| BLACKROCK, INC. | 11/12/2025 | 934.44 K | $24.41 M | 6.61% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 639.31 K | $16.70 M | 17.63% | 0.06% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 628.11 K | $16.41 M | 30.50% | 0.06% |
| EAGLE GLOBAL ADVISORS LLC | 10/28/2025 | 314.91 K | $8.23 M | 0.56% | 0.03% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 10/27/2025 | 239.54 K | $6.26 M | -1.41% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 237.48 K | $6.20 M | 3.42% | 0.02% |
| BOSTON COMMON ASSET MANAGEMENT, LLC | 10/30/2025 | 235.08 K | $6.14 M | -12.81% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 219.10 K | $5.72 M | 42.90% | 0.02% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 10/31/2025 | 207.87 K | $5.43 M | 14.56% | 0.02% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 205.39 K | $5.36 M | -13.19% | 0.02% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 10/15/2025 | 196.94 K | $5.14 M | 0.14% | 0.02% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 179.87 K | $4.70 M | 6.92% | 0.02% |
| JPMORGAN CHASE & CO | 11/26/2025 | 169.10 K | $4.42 M | 12.38% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 154.10 K | $4.02 M | -4.75% | 0.01% |
| SEI INVESTMENTS CO | 11/13/2025 | 134.22 K | $3.51 M | 6.35% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 11/12/2025 | 134.14 K | $3.50 M | 0.01% | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 131.51 K | $3.44 M | -8.70% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 125.09 K | $3.27 M | -82.71% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 124.22 K | $3.24 M | 5.76% | 0.01% |
| CERITY PARTNERS LLC | 10/22/2025 | 123.38 K | $3.22 M | -8.59% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 117.32 K | $3.06 M | 4.90% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 10/28/2025 | 115.97 K | $3.03 M | -53.64% | 0.01% |
| BTC CAPITAL MANAGEMENT, INC. | 11/06/2025 | 109.13 K | $2.85 M | 7.52% | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 103.82 K | $2.71 M | 29.81% | 0.01% |
| CWM, LLC | 10/15/2025 | 93.91 K | $2.45 M | 121.92% | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | 10/30/2025 | 93.27 K | $2.46 M | 0.97% | 0.01% |
| PARADIGM ASSET MANAGEMENT CO LLC | 11/12/2025 | 83.70 K | $2.19 M | 15.45% | 0.01% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 80.20 K | $2.09 M | -16.93% | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 77.80 K | $2.03 M | 0.88% | 0.01% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 77.71 K | $2.03 M | 6,402.68% | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 11/13/2025 | 73.13 K | $1.91 M | 0.00% | 0.01% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 11/10/2025 | 66.64 K | $1.74 M | -1.95% | 0.01% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2025 | 65.20 K | $1.70 M | -63.37% | 0.01% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 11/14/2025 | 64.90 K | $1.70 M | 100.00% | 0.01% |
| MARINER, LLC | 11/14/2025 | 59.43 K | $1.55 M | 2.50% | 0.01% |
| MARSHALL WACE, LLP | 11/13/2025 | 58.49 K | $1.53 M | 84.97% | 0.01% |
| US BANCORP \DE\ | 11/12/2025 | 57.38 K | $1.50 M | 6.16% | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 54.78 K | $1.43 M | -17.50% | 0.00% |
| ATIVO CAPITAL MANAGEMENT LLC | 11/04/2025 | 54.55 K | $1.42 M | -2.33% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 53.96 K | $1.41 M | 19.38% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 53.86 K | $1.41 M | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2025 | 52.49 K | $1.37 M | 100.00% | 0.00% |
| BRINKER CAPITAL INVESTMENTS, LLC | 11/12/2025 | 52.40 K | $1.37 M | -6.86% | 0.00% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 10/28/2025 | 51.57 K | $1.35 M | -42.70% | 0.00% |
ORIX Corporation institutional Ownership - FAQ's
During the previous two years, 305 institutional investors and hedge funds held shares of ORIX Corporation. The most heavily invested institutionals were:
MORGAN STANLEY: 5.04 M
FMR LLC: 4.91 M
BANK OF AMERICA CORP /DE/: 2.38 M
TODD ASSET MANAGEMENT LLC: 1.85 M
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY: 1.15 M
NORTHERN TRUST CORP: 1.09 M
2.23% of ORIX Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 27.23 M shares in the last 24 months. This purchase volume represents approximately $701.75 M in transactions.