Orix Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2026 | 6.03 M | $229.53 M | 1.51% | 0.55% |
| MORGAN STANLEY | 08/13/2026 | 5.00 M | $190.15 M | -0.17% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.23 M | $122.70 M | 11.46% | 0.29% |
| TODD ASSET MANAGEMENT LLC | 08/04/2026 | 1.82 M | $69.33 M | -0.95% | 0.17% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 1.75 M | $66.68 M | 67.01% | 0.16% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.36 M | $51.61 M | 3.61% | 0.12% |
| CULLEN CAPITAL MANAGEMENT, LLC | 08/13/2026 | 1.22 M | $46.44 M | 13.00% | 0.11% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.16 M | $44.07 M | 20.37% | 0.11% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 08/12/2026 | 1.15 M | $43.63 M | 0.00% | 0.10% |
| NATIXIS ADVISORS, L.P. | 08/14/2026 | 1.05 M | $39.90 M | 36.13% | 0.10% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 1.04 M | $39.49 M | 12.30% | 0.09% |
| BLACKROCK, INC. | 08/07/2026 | 903.21 K | $34.36 M | -3.81% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 785.33 K | $29.87 M | 53.66% | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 654.25 K | $25.04 M | 7.91% | 0.06% |
| JPMORGAN CHASE & CO | 08/12/2026 | 564.69 K | $21.70 M | 79.76% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 520.28 K | $19.79 M | 13.10% | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 391.46 K | $14.89 M | 34.49% | 0.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 382.93 K | $14.57 M | 8.77% | 0.03% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 382.93 K | $14.57 M | 100.00% | 0.03% |
| EAGLE GLOBAL ADVISORS LLC | 07/30/2026 | 348.15 K | $13.24 M | 3.81% | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 280.80 K | $10.68 M | 63.22% | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 271.06 K | $10.31 M | 29.35% | 0.02% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 219.97 K | $8.33 M | 977.13% | 0.02% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 07/09/2026 | 199.37 K | $7.58 M | -1.87% | 0.02% |
| CALAMOS WEALTH MANAGEMENT LLC | 07/31/2026 | 181.92 K | $6.92 M | 11.38% | 0.02% |
| SEI INVESTMENTS CO | 08/14/2026 | 178.74 K | $6.80 M | 12.04% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 175.60 K | $6.68 M | 5.91% | 0.02% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 173.05 K | $6.58 M | 12.02% | 0.02% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 08/03/2026 | 170.37 K | $6.48 M | 6.12% | 0.02% |
| QRG CAPITAL MANAGEMENT, INC. | 07/14/2026 | 166.40 K | $6.33 M | 8.54% | 0.02% |
| BOSTON COMMON ASSET MANAGEMENT, LLC | 07/21/2026 | 165.95 K | $6.31 M | -5.27% | 0.02% |
| GRADIENT INVESTMENTS LLC | 07/08/2026 | 165.15 K | $6.28 M | 4.89% | 0.02% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 162.56 K | $6.18 M | 130.77% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 07/16/2026 | 142.76 K | $5.43 M | -1.02% | 0.01% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 139.52 K | $5.31 M | 3.59% | 0.01% |
| CERITY PARTNERS LLC | 08/14/2026 | 131.24 K | $4.99 M | 6.70% | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 128.74 K | $4.90 M | 23.67% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 121.06 K | $4.61 M | 36.87% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 120.63 K | $4.59 M | -2.22% | 0.01% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 114.40 K | $4.35 M | 0.00% | 0.01% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 112.46 K | $4.28 M | 16.49% | 0.01% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 107.11 K | $4.07 M | 61.37% | 0.01% |
| BTC CAPITAL MANAGEMENT, INC. | 07/16/2026 | 106.70 K | $4.06 M | 104.07% | 0.01% |
| CALLAN FAMILY OFFICE, LLC | 08/11/2026 | 105.13 K | $4.00 M | 1.05% | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 97.09 K | $3.69 M | 0.00% | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | 07/23/2026 | 93.62 K | $3.56 M | 0.38% | 0.01% |
| US BANCORP \DE\ | 08/12/2026 | 92.53 K | $3.52 M | 20.97% | 0.01% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 90.55 K | $3.44 M | 35.17% | 0.01% |
| MARINER, LLC | 08/13/2026 | 88.63 K | $3.37 M | 15.24% | 0.01% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 07/09/2026 | 88.17 K | $3.35 M | -20.89% | 0.01% |
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Orix Corporation institutional Ownership - FAQ's
During the previous two years, 425 institutional investors and hedge funds held shares of Orix Corporation. The most heavily invested institutionals were:
FMR LLC: 6.03 M
MORGAN STANLEY: 5 M
BANK OF AMERICA CORP /DE/: 3.23 M
TODD ASSET MANAGEMENT LLC: 1.82 M
Clearbridge Investments, LLC: 1.75 M
NORTHERN TRUST CORP: 1.36 M
3.43% of Orix Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 39.92 M shares in the last 24 months. This purchase volume represents approximately $1.29 B in transactions.