IX
ORIX Corporation · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +3.2% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | -2 | 26.69M | $1.02B | +4 | −6 |
| Q1 2026 | 71 | +12 | 24.47M | $733.15M | +12 | — |
| Q4 2025 | 59 | -3 | 19.60M | $572.74M | +1 | −4 |
| Q3 2025 | 12 | +1 | 11.81M | $308.60M | +1 | — |
| Q2 2025 | 8 | +1 | 5.81M | $130.83M | +1 | — |
| Q1 2025 | 5 | -3 | 602.19K | $12.58M | — | −3 |
| Q4 2024 | 8 | +3 | 76.05K | $8.08M | +3 | — |
| Q3 2024 | 4 | 0 | 56.69K | $1.46M | — | — |
| Q2 2024 | 4 | — | 63.21K | $7.04M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 4.15M | — | $93.51M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 4.15M | — | $93.51M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 876.51K | — | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 876.51K | — | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 366.53K | +79.7% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 236.60K | +13.9% | $5.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 79.97K | +79.5% | $1.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 79.97K | +79.5% | $1.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 79.97K | +79.5% | $1.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 33.53K | -70.5% | $755,163 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 32.13K | 0.0% | $723,680 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 31.62K | New | $712,150 | 0.0% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 31.62K | New | $712,150 | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 31.62K | New | $712,150 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $712,150 | 0.0% |
| Marshall Wace | $712,150 | 0.0% |
| Marshall Wace | $712,150 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 10.04K shares, $464,948 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.