Orix Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/15/2026 | 5.94 M | $178.26 M | 7.79% | 0.54% |
| MORGAN STANLEY | 05/15/2026 | 5.01 M | $150.17 M | -2.16% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.89 M | $86.79 M | 0.89% | 0.26% |
| TODD ASSET MANAGEMENT LLC | 05/12/2026 | 1.84 M | $55.18 M | 0.68% | 0.17% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.31 M | $39.27 M | 22.58% | 0.12% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 05/04/2026 | 1.15 M | $34.40 M | 0.00% | 0.10% |
| CULLEN CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.08 M | $32.40 M | 100.00% | 0.10% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 1.05 M | $31.48 M | 100.00% | 0.09% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 962.40 K | $28.86 M | 26.29% | 0.09% |
| BLACKROCK, INC. | 05/13/2026 | 938.97 K | $28.16 M | 3.55% | 0.08% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 924.42 K | $27.72 M | 16.33% | 0.08% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 770.60 K | $23.11 M | 370.04% | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 606.30 K | $17.75 M | 91,210.24% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 511.07 K | $15.33 M | 349.42% | 0.05% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 460.01 K | $13.80 M | 267.66% | 0.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 352.07 K | $10.56 M | 23.89% | 0.03% |
| EAGLE GLOBAL ADVISORS LLC | 05/15/2026 | 335.38 K | $10.06 M | 0.11% | 0.03% |
| JPMORGAN CHASE & CO | 05/13/2026 | 314.14 K | $9.16 M | 98.18% | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 291.08 K | $8.73 M | 17.32% | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 209.55 K | $6.28 M | 1,053.86% | 0.02% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 04/08/2026 | 203.16 K | $6.09 M | 1.91% | 0.02% |
| BOSTON COMMON ASSET MANAGEMENT, LLC | 05/07/2026 | 175.17 K | $5.25 M | -0.69% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 172.05 K | $5.16 M | 30.23% | 0.02% |
| JANE STREET GROUP, LLC | 05/12/2026 | 167.46 K | $5.02 M | 100.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 165.80 K | $4.97 M | 8.18% | 0.01% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 163.34 K | $4.90 M | 100.00% | 0.01% |
| CALAMOS WEALTH MANAGEMENT LLC | 05/04/2026 | 163.34 K | $4.90 M | 16.34% | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 04/24/2026 | 160.54 K | $4.81 M | 100.00% | 0.01% |
| SEI INVESTMENTS CO | 05/13/2026 | 159.53 K | $4.79 M | 12.19% | 0.01% |
| GRADIENT INVESTMENTS LLC | 04/13/2026 | 157.45 K | $4.72 M | 100.00% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 154.48 K | $4.63 M | 20.29% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 04/27/2026 | 153.30 K | $4.60 M | 22.93% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 05/11/2026 | 144.24 K | $4.33 M | 19.71% | 0.01% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 140.76 K | $4.22 M | 247.73% | 0.01% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 05/14/2026 | 134.70 K | $4.04 M | -25.73% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 123.36 K | $3.70 M | 1.01% | 0.01% |
| CERITY PARTNERS LLC | 05/15/2026 | 122.99 K | $3.69 M | 14.83% | 0.01% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 114.40 K | $3.43 M | 75.46% | 0.01% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 04/10/2026 | 111.46 K | $3.34 M | -44.49% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 109.60 K | $3.29 M | 100.00% | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 104.10 K | $3.12 M | 32.29% | 0.01% |
| CALLAN FAMILY OFFICE, LLC | 05/13/2026 | 104.04 K | $3.12 M | 1.30% | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 97.09 K | $2.91 M | 530.55% | 0.01% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 96.54 K | $2.90 M | 78.04% | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | 04/20/2026 | 93.27 K | $2.83 M | 0.01% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 88.45 K | $2.65 M | 116.23% | 0.01% |
| MARINER, LLC | 05/13/2026 | 76.91 K | $2.30 M | 9.52% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 76.50 K | $2.29 M | 25.59% | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 05/15/2026 | 74.27 K | $2.23 M | 1.91% | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 05/13/2026 | 73.13 K | $2.19 M | 0.00% | 0.01% |
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Orix Corporation institutional Ownership - FAQ's
During the previous two years, 361 institutional investors and hedge funds held shares of Orix Corporation. The most heavily invested institutionals were:
FMR LLC: 5.94 M
MORGAN STANLEY: 5.01 M
BANK OF AMERICA CORP /DE/: 2.89 M
TODD ASSET MANAGEMENT LLC: 1.84 M
NORTHERN TRUST CORP: 1.31 M
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY: 1.15 M
3.07% of Orix Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 36.02 M shares in the last 24 months. This purchase volume represents approximately $1.16 B in transactions.