Who Owns ORIX Stock?
NYSE: IXFinanceDiversified Financial ServicesUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 3.49%
- Held by insiders
- 0.00%
- Institutional holders
- 365
- Institutions 3.5%
- Insiders 0.0%
- Public and other 96.5%
Who owns ORIX stock?
Institutional investors own about 3.5% of ORIX's shares, spread across 365 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of IX.
The largest institutional holders are FMR, LLC (0.54%), Morgan Stanley (0.44%) and Bank of America Corporation (0.29%). Together, the top 10 institutions control 2.1% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their IX positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IX
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 6.03M | 0.54% | +1.5% |
| Morgan Stanley | 5.00M | 0.44% | -0.2% |
| Bank of America Corporation | 3.23M | 0.29% | +11.5% |
| Todd Asset Management LLC | 1.82M | 0.16% | -0.9% |
| ClearBridge Investments, LLC | 1.75M | 0.16% | +67.0% |
| Northern Trust Corporation | 1.36M | 0.12% | +3.6% |
| Cullen Capital Management, LLC | 1.22M | 0.11% | +13.0% |
| American Century Companies Inc | 1.16M | 0.10% | +20.4% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1.15M | 0.10% | 0.0% |
| Natixis Advisors, LLC | 1.05M | 0.09% | +36.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IX
| Fund | Shares | % Held |
|---|---|---|
| American Century ETF Trust-Avantis International Equity ETF | 882.21K | 0.08% |
| TIMOTHY PLAN-Timothy Plan International Fund | 161.00K | 0.01% |
| American Century ETF Trust-Avantis International Large Cap Value ETF | 104.44K | 0.01% |
| Steward Funds Inc-Steward Values Enhanced International Fund | 102.01K | 0.01% |
| Trust for Professional Managers-ActivePassive International Equity ETF | 64.07K | 0.01% |
| American Century ETF Trust-Avantis International Equity Fund | 50.60K | 0.00% |
| American Century ETF TRT-Avantis Responsible Intl Eqy. ETF | 30.48K | 0.00% |
| BlackRock ETF Trust-iShares Dynamic Equity Active ETF | 22.89K | 0.00% |
| ETF Series Solutions-AAM Todd International Intrinsic Value ETF | 17.61K | 0.00% |
| Cambria-Cambria Global EW 2 ETF | 7.72K | 0.00% |
Frequently asked questions
Who is the largest shareholder of ORIX?
FMR, LLC is the largest institutional shareholder of IX, owning 0.54% of shares outstanding (6.03M shares) as of its latest 13F filing.
What percentage of ORIX is owned by institutions?
Institutions own about 3.5% of IX shares and 3.5% of the public float.
How much of ORIX do insiders own?
Insiders, such as officers and directors, own about 0.00% of IX shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.