IX
ORIX Corporation · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow +4.8% ·
net new positions +8.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | -2 | 26.63M | $1.01B | +4 | −7 |
| 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 | Morgan Stanley ✦ | 5.04M | — | $131.74M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 2 | Fidelity (FMR) ✦ | 4.91M | +18.2% | $128.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 934.44K | +6.6% | $24.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | JPMorgan Chase ✦ | 338.20K | — | $8.83M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 5 | Arrowstreet Capital ✦ | 205.39K | -13.2% | $5.36M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 103.81K | +29.8% | $2.71M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 7 | Goldman Sachs Group ✦ | 80.20K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Marshall Wace ✦ | 58.49K | +85.0% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 52.49K | New | $1.37M | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Millennium Management ✦ | 33.23K | -90.9% | $867,941 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 32.13K | 0.0% | $839,366 | 0.0% | Held | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 26.56K | -20.8% | $693,826 | 0.0% | ▼ Trim | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.37M | 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.