ORIX CORP (IX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
303
Reporting holders
$1.4B
Reported value
3.2%
Of shares outstanding
0.0%
Held as options
+34
Holder change
Institutions report 35,690,896 shares against 1,124,106,624 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-03-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $229.5M | 6,033,914 | 0.01% | 31q | +1.5%+$3.4M |
| MORGAN STANLEY | $190.1M | 4,998,666 | 0.01% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $122.7M | 3,225,609 | 0.01% | 31q | +11.5%+$12.6M |
| TODD ASSET MANAGEMENT LLC | $69.3M | 1,822,511 | 1.23% | 31q | -1.0%-$667.5K |
| Clearbridge Investments, LLC | $66.7M | 1,752,822 | 0.06% | 2q | +67.0%+$26.8M |
| NORTHERN TRUST CORP | $51.6M | 1,356,665 | 0.01% | 31q | +3.6%+$1.8M |
| Cullen Capital Management, LLC | $46.4M | 1,220,846 | 0.46% | 2q | +13.0%+$5.3M |
| AMERICAN CENTURY COMPANIES INC | $44.1M | 1,158,412 | 0.02% | 27q | +20.4%+$7.5M |
| Quantinno Capital Management LP | $39.5M | 1,038,092 | 0.05% | 15q | +12.3%+$4.3M |
| BlackRock, Inc. | $34.4M | 903,214 | 0.00% | 8q | -3.8%-$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $29.9M | 785,332 | 0.01% | 31q | +53.7%+$10.4M |
| JONES FINANCIAL COMPANIES LLLP | $25.0M | 654,254 | 0.01% | 8q | +7.9%+$1.8M |
| JPMORGAN CHASE & CO | $21.7M | 564,688 | 0.00% | 31q | +79.8%+$9.6M |
| WELLS FARGO & COMPANY/MN | $19.8M | 520,280 | 0.00% | 31q | -43.4%-$15.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14.9M | 391,459 | 0.07% | 31q | +34.5%+$3.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14.6M | 382,934 | 0.00% | 14q | +8.8%+$1.2M |
| Sixth Street Partners Management Company, L.P. | $14.6M | 382,934 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $13.4M | 351,194 | 0.01% | 30q | +111.8%+$7.1M |
| EAGLE GLOBAL ADVISORS LLC | $13.2M | 348,148 | 0.44% | 31q | +3.8%+$485.8K |
| AQR CAPITAL MANAGEMENT LLC | $10.7M | 280,804 | 0.00% | 10q | +63.2%+$4.1M |
| RAYMOND JAMES FINANCIAL INC | $10.3M | 271,060 | 0.00% | 7q | +29.4%+$2.3M |
| RITHOLTZ WEALTH MANAGEMENT | $9.8M | 257,474 | 0.07% | 22q | +147.3%+$5.8M |
| Curi Capital, LLC | $8.3M | 219,971 | 0.13% | 3q | +977.1%+$7.6M |
| Gilman Hill Asset Management, LLC | $7.6M | 199,365 | 1.04% | 26q | -1.9%-$144.2K |
| Calamos Wealth Management LLC | $6.9M | 181,922 | 0.21% | 3q | +11.4%+$706.9K |
| SEI INVESTMENTS CO | $6.8M | 178,737 | 0.01% | 19q | +12.0%+$730.6K |
| Bank of New York Mellon Corp | $6.6M | 173,045 | 0.00% | 31q | +12.0%+$706.3K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $6.5M | 170,373 | 0.07% | 2q | +6.1%+$374.0K |
| QRG CAPITAL MANAGEMENT, INC. | $6.3M | 166,395 | 0.05% | 12q | +8.5%+$498.0K |
| Boston Common Asset Management, LLC | $6.3M | 165,949 | 0.37% | 31q | -5.3%-$350.8K |
| Gradient Investments LLC | $6.3M | 165,151 | 0.09% | 2q | +4.9%+$292.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $6.2M | 162,560 | 0.01% | 3q | +130.8%+$3.5M |
| Crossmark Global Holdings, Inc. | $5.4M | 142,762 | 0.07% | 31q | -1.0%-$56.1K |
| Vanguard Personalized Indexing Management, LLC | $5.3M | 139,524 | 0.04% | 25q | +3.6%+$183.7K |
| Cerity Partners LLC | $5.0M | 131,236 | 0.01% | 17q | +6.7%+$313.6K |
| ROYAL BANK OF CANADA | $4.6M | 121,062 | 0.00% | 31q | +36.9%+$1.2M |
| Pathstone Holdings, LLC | $4.6M | 120,625 | 0.01% | 11q | -2.2%-$104.1K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4.4M | 114,400 | 0.01% | 12q | HELD |
| Orion Porfolio Solutions, LLC | $4.3M | 112,461 | 0.03% | 21q | +16.5%+$605.6K |
| MML INVESTORS SERVICES, LLC | $4.1M | 107,109 | 0.01% | 11q | +61.4%+$1.5M |
| BTC Capital Management, Inc. | $4.1M | 106,698 | 0.25% | 30q | +104.1%+$2.1M |
| Callan Family Office, LLC | $4.0M | 105,134 | 0.08% | 7q | +1.1%+$41.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.7M | 97,086 | 0.00% | 3q | HELD |
| NAPLES GLOBAL ADVISORS, LLC | $3.6M | 93,617 | 0.22% | 31q | HELD |
| US BANCORP \DE\ | $3.5M | 92,534 | 0.00% | 31q | +21.0%+$610.1K |
| Corient Private Wealth LP | $3.5M | 91,243 | 0.00% | 14q | +114.1%+$1.8M |
| Vise Technologies, Inc. | $3.4M | 90,551 | 0.04% | 6q | +35.2%+$896.3K |
| Mariner, LLC | $3.4M | 88,625 | 0.00% | 16q | +15.2%+$445.8K |
| Henry James International Management Inc. | $3.4M | 88,169 | 1.00% | 31q | -20.9%-$885.8K |
| Artemis Investment Management LLP | $3.3M | 85,561 | 0.03% | new | NEW |
| Qube Research & Technologies Ltd | $3.2M | 84,052 | 0.00% | 2q | +172.5%+$2.0M |
| LPL Financial LLC | $3.2M | 82,993 | 0.00% | 8q | +25.8%+$647.1K |
| Laird Norton Wetherby Trust Company, LLC | $2.8M | 73,960 | 0.05% | 6q | HELD |
| QUADRANT CAPITAL GROUP LLC | $2.8M | 73,134 | 0.08% | 31q | HELD |
| UBS Group AG | $2.8M | 72,488 | 0.00% | 31q | +9.1%+$228.8K |
| &PARTNERS | $2.8M | 72,570 | 0.01% | 9q | +5.3%+$139.3K |
| FIRST TRUST ADVISORS LP | $2.5M | 66,709 | 0.00% | 7q | HELD |
| PARADIGM ASSET MANAGEMENT CO LLC | $2.5M | 66,400 | 0.54% | 16q | HELD |
| Advisors Asset Management, Inc. | $2.3M | 60,348 | 0.04% | 33q | +6.0%+$130.9K |
| HighTower Advisors, LLC | $2.2M | 58,650 | 0.00% | 13q | -8.0%-$194.7K |
| AMERIPRISE FINANCIAL INC | $2.0M | 53,550 | 0.00% | 26q | -45.6%-$1.7M |
| IEQ CAPITAL, LLC | $2.0M | 53,601 | 0.01% | 5q | +4.4%+$85.4K |
| PNC Financial Services Group, Inc. | $2.0M | 52,651 | 0.00% | 31q | +12.8%+$227.9K |
| Ativo Capital Management LLC | $1.9M | 51,144 | 1.49% | 18q | HELD |
| STIFEL FINANCIAL CORP | $1.9M | 49,987 | 0.00% | 2q | +83.1%+$862.9K |
| CITIGROUP INC | $1.8M | 48,379 | 0.00% | 31q | +8.9%+$151.0K |
| NEUBERGER BERMAN GROUP LLC | $1.7M | 45,373 | 0.00% | 10q | +38.4%+$478.7K |
| Sanctuary Advisors, LLC | $1.7M | 44,868 | 0.01% | 2q | +92.3%+$819.0K |
| TWO SIGMA INVESTMENTS, LP | $1.6M | 42,137 | 0.00% | 3q | -70.1%-$3.8M |
| GOLDMAN SACHS GROUP INC | $1.5M | 39,851 | 0.00% | 31q | -30.3%-$659.7K |
| RHUMBLINE ADVISERS | $1.5M | 39,754 | 0.00% | 13q | +5.6%+$80.1K |
| BANK OF MONTREAL /CAN/ | $1.5M | 38,623 | 0.00% | 3q | +48.5%+$479.9K |
| Focus Partners Wealth | $1.4M | 37,940 | 0.00% | 5q | +9.7%+$127.7K |
| Creative Planning | $1.4M | 37,467 | 0.00% | 20q | +15.5%+$190.8K |
| GREENLEAF TRUST | $1.4M | 36,300 | 0.01% | 31q | -2.9%-$40.9K |
| MILLENNIUM MANAGEMENT LLC | $1.3M | 35,442 | 0.00% | 2q | +77.7%+$589.6K |
| FIFTH THIRD BANCORP | $1.3M | 34,416 | 0.00% | 31q | -3.7%-$49.8K |
| Aaron Wealth Advisors LLC | $1.3M | 33,056 | 0.06% | 12q | -2.8%-$35.9K |
| Cetera Investment Advisers | $1.3M | 32,926 | 0.00% | 4q | +19.2%+$202.0K |
| Allspring Global Investments Holdings, LLC | $1.2M | 32,215 | 0.00% | 19q | +8.3%+$94.9K |
| Kathmere Capital Management, LLC | $1.2M | 32,308 | 0.07% | 14q | +8.8%+$99.0K |
| STATE STREET CORP | $1.2M | 32,135 | 0.00% | 31q | HELD |
| Caprock Group, LLC | $1.2M | 31,176 | 0.02% | 8q | -3.3%-$40.5K |
| Ethic Inc. | $1.2M | 30,338 | 0.01% | 13q | +69.0%+$471.2K |
| SYON CAPITAL LLC | $1.1M | 29,862 | 0.05% | 5q | +4.5%+$48.4K |
| Dynasty Wealth Management, LLC | $1.1M | 29,371 | 0.01% | 4q | +9.5%+$97.2K |
| TD Waterhouse Canada Inc. | $1.1M | 28,548 | 0.00% | new | NEW |
| OneAscent Investment Solutions LLC | $1.1M | 27,978 | 1.01% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.1M | 27,960 | 0.01% | 2q | HELD |
| Savant Capital, LLC | $1.1M | 31,155 | 0.00% | 5q | +68.6%+$432.7K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $1.1M | 27,725 | 0.00% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $1.0M | 27,576 | 0.03% | 2q | +94.9%+$510.8K |
| Investment Research Partners LLC | $1.0M | 27,303 | 0.35% | 4q | +10.0%+$94.3K |
| Campbell & CO Investment Adviser LLC | $1.0M | 27,258 | 0.05% | new | NEW |
| Plan A Wealth LLC | $1.0M | 27,237 | 0.44% | 5q | +8.1%+$77.5K |
| Sequoia Financial Advisors, LLC | $1.0M | 26,360 | 0.00% | 15q | +1.4%+$14.2K |
| CHOREO, LLC | $1.0M | 26,330 | 0.01% | 9q | +1.8%+$18.0K |
| Lido Advisors, LLC | $972.4K | 25,563 | 0.00% | 7q | +10.0%+$88.6K |
| Compound Planning, Inc. | $968.7K | 25,465 | 0.03% | 10q | +10.0%+$87.7K |
| Systematic Alpha Investments, LLC | $943.8K | 24,810 | 0.03% | 18q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-23 | 13G/A | Sumitomo Mitsui Trust Group, Inc. | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 303 | $1.4B | 35,690,896 | 61 | 132 | 48 | 0.0% |
| Q1 2026 | 269 | $974.0M | 32,502,183 | 58 | 124 | 24 | 0.0% |
| Q4 2025 | 227 | $741.9M | 25,391,205 | 43 | 87 | 45 | 0.0% |
| Q3 2025 | 204 | $627.1M | 24,010,201 | 31 | 80 | 48 | 0.0% |
| Q2 2025 | 193 | $541.3M | 24,049,632 | 28 | 80 | 46 | 0.0% |
| Q1 2025 | 177 | $491.8M | 23,491,321 | 21 | 149 | 3 | 0.0% |
| Q4 2024 | 177 | $479.6M | 4,514,532 | 20 | 63 | 49 | 0.0% |
| Q3 2024 | 160 | $481.9M | 4,154,501 | 13 | 66 | 43 | 0.0% |
| Q2 2024 | 160 | $460.1M | 4,131,187 | 22 | 65 | 42 | 0.0% |
| Q1 2024 | 144 | $658.4M | 5,975,569 | 20 | 53 | 35 | 0.0% |
| Q4 2023 | 135 | $452.3M | 4,842,758 | 16 | 50 | 29 | 0.0% |
| Q3 2023 | 121 | $361.1M | 3,846,164 | 12 | 42 | 29 | 0.0% |
| Q2 2023 | 111 | $341.0M | 3,739,092 | 15 | 40 | 27 | 0.0% |
| Q1 2023 | 105 | $312.6M | 4,056,301 | 13 | 36 | 28 | 0.0% |
| Q4 2022 | 98 | $273.6M | 3,398,047 | 16 | 29 | 29 | 0.0% |
| Q3 2022 | 124 | $270.2M | 3,822,897 | 14 | 32 | 47 | 0.0% |
| Q2 2022 | 137 | $327.8M | 3,894,454 | 13 | 44 | 48 | 0.0% |
| Q1 2022 | 141 | $400.6M | 4,011,578 | 16 | 57 | 41 | 0.0% |
| Q4 2021 | 148 | $421.0M | 4,529,051 | 21 | 62 | 28 | 0.0% |
| Q3 2021 | 131 | $364.7M | 3,859,321 | 22 | 52 | 29 | 0.0% |
| Q2 2021 | 120 | $331.3M | 3,911,765 | 8 | 50 | 30 | 0.0% |
| Q1 2021 | 125 | $329.0M | 3,881,347 | 17 | 50 | 28 | 0.0% |
| Q4 2020 | 123 | $300.1M | 3,878,839 | 23 | 41 | 30 | 0.0% |
| Q3 2020 | 111 | $271.8M | 4,341,625 | 15 | 46 | 36 | 0.0% |
| Q2 2020 | 112 | $238.5M | 3,873,530 | 14 | 30 | 51 | 0.0% |
| Q1 2020 | 112 | $246.6M | 4,175,518 | 19 | 34 | 35 | 0.0% |
| Q4 2019 | 118 | $334.5M | 4,010,861 | 15 | 44 | 31 | 0.0% |
| Q3 2019 | 107 | $294.1M | 3,913,068 | 12 | 35 | 34 | 0.0% |
| Q2 2019 | 117 | $282.7M | 3,774,611 | 16 | 44 | 32 | 0.0% |
| Q1 2019 | 127 | $278.0M | 3,868,606 | 13 | 37 | 51 | 0.0% |
| Q4 2018 | 153 | $359.7M | 5,023,596 | 1 | 3 | 3 | 0.0% |