Empfehlung
17,5
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
77.7
34 neu, 57 erhöht, 62,2M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | ORIX CORP |
|---|---|
| Ticker | IX |
| CIK | 0001070304 |
Branche
| SIC-Code | 6159 |
|---|---|
| Beschreibung | Miscellaneous Business Credit Institution |
Wertpapier
| CUSIP | 666114004 |
|---|---|
| ISIN | US6661140045 |
| Typ | ADR |
| Titel | ORIX CORP |
Status
| Zuletzt geprüft | 2026-03-22 15:16:06.235008 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| FMR LLC | 5,514,328 | 4,906,432 | 607,896 | 161,128,672 | Aufgestockt | +12,4% | |
| MORGAN STANLEY | 5,117,942 | 5,043,469 | 74,473 | 149,546,323 | Aufgestockt | +1,5% | |
| BANK OF AMERICA CORP /DE/ | 2,868,230 | 2,375,278 | 492,952 | 83,809,688 | Aufgestockt | +20,8% | |
| NORTHERN TRUST CORP | 1,068,176 | 1,089,613 | -21,437 | 31,212,103 | Reduziert | -2,0% | |
| BlackRock, Inc. | 906,743 | 934,440 | -27,697 | 26,495,033 | Reduziert | -3,0% | |
| Quantinno Capital Management LP | 794,676 | 628,109 | 166,567 | 23,220,458 | Aufgestockt | +26,5% | |
| AMERICAN CENTURY COMPANIES INC | 762,050 | 639,305 | 122,745 | 22,267,101 | Aufgestockt | +19,2% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 248,110 | 237,483 | 10,627 | 7,249,775 | Aufgestockt | +4,5% | |
| Gilman Hill Asset Management, LLC | 199,349 | 196,944 | 2,405 | 5,824,965 | Aufgestockt | +1,2% | |
| Boston Common Asset Management, LLC | 193,114 | 1,570,095 | -1,376,981 | 5,640,008 | Reduziert | -87,7% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 205,388 | 0 | 205,388 | 5,364,735 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 158,513 | 169,101 | -10,588 | 4,631,772 | Reduziert | -6,3% | |
| MERCER GLOBAL ADVISORS INC /ADV | 153,268 | 154,095 | -827 | 4,478,477 | Reduziert | -0,5% | |
| SEI INVESTMENTS CO | 142,198 | 0 | 142,198 | 4,154,740 | Neu | +100,0% | |
| Calamos Wealth Management LLC | 140,402 | 0 | 140,402 | 4,102,546 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 125,118 | 125,085 | 33 | 3,655,952 | Aufgestockt | 0,0% | |
| Pathstone Holdings, LLC | 122,134 | 117,320 | 4,814 | 3,568,774 | Aufgestockt | +4,1% | |
| Crossmark Global Holdings, Inc. | 120,484 | 134,141 | -13,657 | 3,520,542 | Reduziert | -10,2% | |
| Cerity Partners LLC | 123,384 | 134,984 | -11,600 | 3,222,781 | Reduziert | -8,6% | |
| Callan Family Office, LLC | 102,703 | 51,421 | 51,282 | 3,000,990 | Aufgestockt | +99,7% | |
| NAPLES GLOBAL ADVISORS, LLC | 93,262 | 93,265 | -3 | 2,725,116 | Reduziert | 0,0% | |
| AQR CAPITAL MANAGEMENT LLC | 103,815 | 0 | 103,815 | 2,711,657 | Neu | +100,0% | |
| BTC Capital Management, Inc. | 84,816 | 109,131 | -24,315 | 2,479,203 | Reduziert | -22,3% | |
| GOLDMAN SACHS GROUP INC | 81,636 | 80,200 | 1,436 | 2,385,404 | Aufgestockt | +1,8% | |
| RITHOLTZ WEALTH MANAGEMENT | 78,687 | 77,796 | 891 | 2,299,228 | Aufgestockt | +1,1% | |
| QUADRANT CAPITAL GROUP LLC | 73,134 | 73,134 | 0 | 2,136,976 | Unverändert | 0,0% | |
| Vise Technologies, Inc. | 66,989 | 40,174 | 26,815 | 1,957,425 | Aufgestockt | +66,7% | |
| PARADIGM ASSET MANAGEMENT CO LLC | 66,400 | 83,700 | -17,300 | 1,940,208 | Reduziert | -20,7% | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 65,200 | 65,200 | 0 | 1,905,144 | Unverändert | 0,0% | |
| US BANCORP \DE\ | 60,908 | 57,382 | 3,526 | 1,779,733 | Aufgestockt | +6,1% | |
| MARSHALL WACE, LLP | 58,493 | 31,623 | 26,870 | 1,527,836 | Aufgestockt | +85,0% | |
| Ativo Capital Management LLC | 51,158 | 54,551 | -3,393 | 1,494,825 | Reduziert | -6,2% | |
| HighTower Advisors, LLC | 53,964 | 0 | 53,964 | 1,409,525 | Neu | +100,0% | |
| IEQ CAPITAL, LLC | 46,343 | 34,593 | 11,750 | 1,354,167 | Aufgestockt | +34,0% | |
| GREENLEAF TRUST | 37,375 | 37,437 | -62 | 1,092,098 | Reduziert | -0,2% | |
| RHUMBLINE ADVISERS | 35,279 | 28,963 | 6,316 | 1,030,840 | Aufgestockt | +21,8% | |
| Corient Private Wealth LLC | 35,114 | 0 | 35,114 | 1,026,033 | Neu | +100,0% | |
| Connor, Clark & Lunn Investment Management Ltd. | 34,107 | 0 | 34,107 | 996,607 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 32,556 | 53,855 | -21,299 | 951,286 | Reduziert | -39,5% | |
| LPL Financial LLC | 32,456 | 31,284 | 1,172 | 948,358 | Aufgestockt | +3,7% | |
| STATE STREET CORP | 32,135 | 32,135 | 0 | 938,985 | Unverändert | 0,0% | |
| Creative Planning | 31,512 | 30,007 | 1,505 | 920,781 | Aufgestockt | +5,0% | |
| CTC Alternative Strategies, Ltd. | 34,100 | 0 | 34,100 | 894,948 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 33,229 | 366,526 | -333,297 | 867,941 | Reduziert | -90,9% | |
| Focus Partners Wealth | 29,166 | 7,975 | 21,191 | 852,238 | Aufgestockt | +265,7% | |
| TRED AVON FAMILY WEALTH, LLC | 28,910 | 29,985 | -1,075 | 844,750 | Reduziert | -3,6% | |
| Allspring Global Investments Holdings, LLC | 28,114 | 26,167 | 1,947 | 829,082 | Aufgestockt | +7,4% | |
| Caprock Group, LLC | 27,977 | 25,410 | 2,567 | 817,516 | Aufgestockt | +10,1% | |
| UBS Group AG | 26,764 | 15,154 | 11,610 | 782,044 | Aufgestockt | +76,6% | |
| Dynasty Wealth Management, LLC | 26,751 | 23,542 | 3,209 | 781,666 | Aufgestockt | +13,6% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| FMR LLC | 5,514,328 | 161,128,672 | 26.78 |
| MORGAN STANLEY | 5,117,942 | 149,546,323 | 24.86 |
| BANK OF AMERICA CORP /DE/ | 2,868,230 | 83,809,688 | 13.93 |
| NORTHERN TRUST CORP | 1,068,176 | 31,212,103 | 5.19 |
| BlackRock, Inc. | 906,743 | 26,495,033 | 4.40 |
| Quantinno Capital Management LP | 794,676 | 23,220,458 | 3.86 |
| AMERICAN CENTURY COMPANIES INC | 762,050 | 22,267,101 | 3.70 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 248,110 | 7,249,775 | 1.20 |
| Gilman Hill Asset Management, LLC | 199,349 | 5,824,965 | 0.97 |
| Boston Common Asset Management, LLC | 193,114 | 5,640,008 | 0.94 |
| JPMORGAN CHASE & CO | 158,513 | 4,631,772 | 0.77 |
| MERCER GLOBAL ADVISORS INC /ADV | 153,268 | 4,478,477 | 0.74 |
| SEI INVESTMENTS CO | 142,198 | 4,154,740 | 0.69 |
| Calamos Wealth Management LLC | 140,402 | 4,102,546 | 0.68 |
| WELLS FARGO & COMPANY/MN | 125,118 | 3,655,952 | 0.61 |
| Pathstone Holdings, LLC | 122,134 | 3,568,774 | 0.59 |
| Crossmark Global Holdings, Inc. | 120,484 | 3,520,542 | 0.59 |
| Callan Family Office, LLC | 102,703 | 3,000,990 | 0.50 |
| NAPLES GLOBAL ADVISORS, LLC | 93,262 | 2,725,116 | 0.45 |
| BTC Capital Management, Inc. | 84,816 | 2,479,203 | 0.41 |