ORIX (IX) Institutional Ownership: 3.10% (As of Jun. 29, 2026)


IX ORIX Corp IX
64 GF Score
Price $38.43
GF Value $29.92
Valuation Modestly Overvalued
! 7 Warning Signs
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What is ORIX Institutional Ownership?

ORIX IX +0.39% 64 Institutional Ownership is 3.10% as of Jun. 29, 2026. GuruFocus rates IX with a GF Score™ of 64/100 and a GF Value™ of $29.92 (Modestly Overvalued). The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, ORIX's institutional ownership is 3.10%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, ORIX's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, ORIX's Float Percentage Of Total Shares Outstanding is 99.99%.

ORIX Institutional Ownership Historical Data

* Premium members only.

The historical data trend for ORIX's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

ORIX Institutional Ownership Chart

ORIX Historical Data

The historical data trend for ORIX can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31
Institutional Ownership 0.11 0.12 0.11 0.12 0.12 0.13 0.14 0.19 0.20 0.21
IX
64GF Score
ORIX Corp IX
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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ORIX Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 3.10% mean?
ORIX (IX) has a Institutional Ownership of 3.10% as of Jun. 29, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on ORIX and its competitors.
Is ORIX's Institutional Ownership too high?
ORIX's current Institutional Ownership is 3.10%. Overall, ORIX has a GF Score™ of 64/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ORIX's Institutional Ownership compare to VOYA and FRHC?
ORIX's Institutional Ownership of 3.10% can be compared against companies in the Diversified Financial Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Diversified Financial Services company?
A good Institutional Ownership depends on the Diversified Financial Services industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on ORIX and its competitors. ORIX's current Institutional Ownership is 3.10%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ORIX stock overvalued right now?
Based on GuruFocus' analysis, ORIX (IX) is currently considered Modestly Overvalued. The stock's GF Value™ is $29.92, compared to a current price of $38.43 — trading 28.4% above its estimated fair value. The current Institutional Ownership is 3.10%. ORIX's overall GF Score™ is 64/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For ORIX (IX), the current Institutional Ownership is 3.10% as of Jun. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is ORIX (IX) Overvalued in 2026?

Based on GuruFocus' analysis, ORIX stock appears to be overvalued. The current stock price of $38.43 is trading 28.4% above its estimated GF Value™ of $29.92. GuruFocus considers ORIX to be Modestly Overvalued.

Key valuation signals for IX:

  • Institutional Ownership: 3.10%
  • GF Value™: $29.92 vs. price of $38.43 (28.4% above fair value)
  • GF Score™: 64/100 with 7 warning signs

No single metric tells the full story. See the IX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

ORIX Business Description

Address 2-4-1 Hamamatsu-cho, World Trade Center Building, South Tower, Minato-ku, Tokyo, JPN, 105-5135
ORIX Corp is a diversified financial services company with operations in Corporate Financial Services, Maintenance Leasing, Real Estate, PE Investment and Concession, Environment and Energy, Insurance, Banking and Credit, Aircraft and Ships, ORIX USA, ORIX Europe, Asia, and Australia and engages in various other fee businesses by providing products and services aligned with customer needs to its core customer base of domestic small and medium-sized enterprises. Orix's numerous divisions finance leases of large-ticket items like ships, airplanes, and technology equipment. The company generates the majority of its revenue from Corporate Financial Services and Maintenance Leasing operations and Real Estate operations.
64GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$38.43
Price
$29.92
GF Value