# ORIX CORP (IX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IX/

- Reporting holders: 14
- Reported value: $9.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $6.1M | 160,643 | 0.1% | 3 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.1M | 27,910 | 0.0% | 3 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $1.0M | 27,772 | 0.4% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $776.6K | 20,593 | 0.1% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $435.6K | 11,552 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $287.8K | 7,843 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $167.3K | 4,437 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $22.8K | 604 | 0.0% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $4.1K | 109 | 0.0% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $2.8K | 73 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $1.7K | 45 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.5K | 39 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $490 | 13 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $227 | 6 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2 | 50 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $9.9M |
| Q2 2026 | 319 | $1.5B |
| Q1 2026 | 280 | $1.0B |
| Q4 2025 | 240 | $786.2M |
| Q3 2025 | 216 | $666.7M |
| Q2 2025 | 208 | $572.5M |
| Q1 2025 | 190 | $519.3M |
| Q4 2024 | 189 | $512.6M |
| Q3 2024 | 173 | $521.1M |
| Q2 2024 | 171 | $501.7M |
| Q1 2024 | 159 | $703.3M |
| Q4 2023 | 152 | $487.9M |