IX

ORIX Corporation
$30.21-1.01 (-3.25%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

5.394614321006923e+283B

Total Value

$1.5700093000650003e+203T

% of Float

Price History

$18.25$22.84$27.43$32.01$36.60Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FMR LLC5,394,614$157.0M0.01%Share
2MORGAN STANLEY3,210,069$93.0M0.01%Share
3BANK OF AMERICA CORP /DE/2,249,623$65.0M0.00%Share
4TODD ASSET MANAGEMENT LLC1,535,766$44.0M0.86%Share
5MORGAN STANLEY1,175,840$34.0M0.00%Share
6TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY1,076,300$31.4M0.24%Share
7BlackRock, Inc.903,730$26.0M0.00%Share
8Quantinno Capital Management LP794,676$23.0M0.05%Share
9AMERICAN CENTURY COMPANIES INC762,050$22.0M0.01%Share
10NORTHERN TRUST CORP644,689$18.0M0.00%Share
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO63,379$11.7M0.01%Share
12NORTHERN TRUST CORP361,055$10.0M0.00%Share
13EAGLE GLOBAL ADVISORS LLC334,998$9.8M0.36%Share
14MORGAN STANLEY322,789$9.0M0.00%Share
15MORGAN STANLEY319,551$9.0M0.00%Share
16TODD ASSET MANAGEMENT LLC291,860$8.0M0.16%Share
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC284,170$8.0M0.00%Share
18BANK OF AMERICA CORP /DE/267,458$7.0M0.00%Share
19O'SHAUGHNESSY ASSET MANAGEMENT, LLC228,635$6.0M0.03%Share
20Henry James International Management Inc.200,785$5.9M1.85%Share
21Gilman Hill Asset Management, LLC199,349$5.8M0.92%Share
22Boston Common Asset Management, LLC176,395$5.2M0.26%Share
23Vanguard Personalized Indexing Management, LLC181,361$5.0M0.05%Share
24BANK OF AMERICA CORP /DE/193,879$5.0M0.00%Share
25Calamos Wealth Management LLC140,402$4.1M0.14%Share
26MERCER GLOBAL ADVISORS INC /ADV153,268$4.0M0.01%Share
27NATIXIS ADVISORS, LLC163,944$4.0M0.01%Share
28SEI INVESTMENTS CO142,198$4.0M0.00%Share
29QRG CAPITAL MANAGEMENT, INC.124,709$3.6M0.04%Share
30Crossmark Global Holdings, Inc.120,484$3.5M0.05%Share
31BANK OF AMERICA CORP /DE/110,318$3.0M0.00%Share
32Pathstone Holdings, LLC107,363$3.0M0.01%Share
33AQR CAPITAL MANAGEMENT LLC126,506$3.0M0.00%Share
34JPMORGAN CHASE & CO122,961$3.0M0.00%Share
35Callan Family Office, LLC102,703$3.0M0.06%Share
36Bank of New York Mellon Corp122,277$3.0M0.00%Share
37ENVESTNET ASSET MANAGEMENT INC113,716$3.0M0.00%Share
38FMR LLC119,714$3.0M0.00%Share
39NAPLES GLOBAL ADVISORS, LLC93,262$2.7M0.20%Share
40RITHOLTZ WEALTH MANAGEMENT78,687$2.3M0.04%Share
41CWM, LLC71,493$2.1M0.01%Share
42TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY70,700$2.1M0.02%Share
43GOLDMAN SACHS GROUP INC73,725$2.0M0.00%Share
44QUADRANT CAPITAL GROUP LLC73,134$2.0M0.06%Share
45WELLS FARGO & COMPANY/MN96,393$2.0M0.00%Share
46MORGAN STANLEY79,563$2.0M0.00%Share
47PARADIGM ASSET MANAGEMENT CO LLC66,400$1.9M0.45%Share
48PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC65,395$1.9M0.25%Share
49Lester Murray Antman dba SimplyRich63,321$1.9M0.48%Share
50Ativo Capital Management LLC51,158$1.5M1.31%Share