Security record · archived quarter
IX
ORIX Corporation · Financial Services · Financial - Credit Services
59Tracked holders
-3Δ holders
19.60MShares held
$572.74MReported value
+1New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +0.9% ·
net new positions -5.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.51M | +12.4% | $161.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 5.12M | +1.5% | $149.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 3 | Bank Of America Corp /De/ | 2.87M | — | $83.81M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | Northern Trust Corp | 1.07M | — | $31.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | BlackRock ✦ (passive) | 906.74K | -3.0% | $26.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Quantinno Capital Management LP | 794.68K | — | $23.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | American Century Companies Inc | 762.05K | — | $22.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Charles Schwab Investment… | 284.17K | — | $8.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 158.51K | -53.1% | $4.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 10 | Mercer Global Advisors Inc /Adv | 153.27K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Sei Investments Co | 142.20K | — | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 132.11K | +27.2% | $3.86M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 13 | Bank of New York Mellon Corp | 128.43K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Wells Fargo & Company/Mn | 125.12K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Envestnet Asset Management Inc | 113.72K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 107.11K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Goldman Sachs Group ✦ | 81.64K | +1.8% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 71.49K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 70.22K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Corient Private Wealth LP | 70.23K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Healthcare Of Ontario Pension Plan… | 65.20K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 60.91K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | HighTower Advisors, LLC | 57.06K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | First Trust Advisors Lp | 54.95K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 44.06K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 26 | Royal Bank Of Canada | 40.91K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Two Sigma Investments ✦ | 40.48K | New | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 39.41K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Fifth Third Bancorp | 35.79K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rhumbline Advisers | 35.28K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Connor, Clark & Lunn Investment… | 34.11K | — | $996,607 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 32.56K | — | $951,286 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | LPL Financial LLC | 32.46K | — | $948,358 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | State Street Global Advisors ✦ (passive) | 32.13K | 0.0% | $938,985 | 0.0% | Held | 5 | SEC ↗ |
| 35 | Creative Planning | 31.51K | — | $920,781 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Focus Partners Wealth | 29.17K | — | $852,238 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Allspring Global Investments… | 28.11K | — | $829,082 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | UBS Group AG | 26.76K | — | $782,044 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Neuberger Berman Group LLC | 21.94K | — | $641,101 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Mml Investors Services, Llc | 21.10K | — | $616,567 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Raymond James Financial Inc | 18.16K | — | $530,652 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Franklin Resources Inc | 16.06K | — | $469,390 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Lido Advisors, LLC | 17.20K | — | $454,971 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | UBS AM, a distinct business unit of… | 15.40K | — | $449,900 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cetera Investment Advisers | 14.68K | — | $429,085 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 14.02K | — | $409,584 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 12.18K | -76.8% | $355,870 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Captrust Financial Advisors | 11.49K | — | $335,771 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pacer Advisors, Inc. | 9.11K | — | $264,943 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Truist Financial Corp | 8.53K | — | $249,159 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Citigroup Inc | 7.54K | — | $220,465 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Bank Of Montreal /Can/ | 7.07K | — | $206,614 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Rockefeller Capital Management L.P. | 5.55K | — | $162,139 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Bnp Paribas Financial Markets | 5.28K | — | $154,369 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Osaic Holdings, Inc. | 3.30K | — | $96,331 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Russell Investments Group, Ltd. | 1.49K | — | $43,655 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Jones Financial Companies Lllp | 664 | — | $19,402 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Northwestern Mutual Wealth… | 417 | — | $12,185 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Kayne Anderson Rudnick Investment… | 35 | — | $1,023 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.18M | 0.0% |
Exited
| Arrowstreet Capital | $5.36M | was 0.0% |
| Marshall Wace | $1.53M | was 0.0% |
| Millennium Management | $867,941 | was 0.0% |
| D. E. Shaw & Co. | $693,826 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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