증권 기록 · 과거 분기 (아카이브)
IX
ORIX Corporation · Financial Services · Financial - Credit Services
59추적 보유자
-3Δ 보유자
19.60M보유 주식 수
$572.74M보고 가치
+1신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -4.8% ·
주식 흐름 +0.9% ·
순 신규 포지션 -5.1%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (패시브) | 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 | 신규 | $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 ✦ (패시브) | 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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Two Sigma Investments | $1.18M | 0.0% |
청산됨
| Arrowstreet Capital | $5.36M | 이었음 0.0% |
| Marshall Wace | $1.53M | 이었음 0.0% |
| Millennium Management | $867,941 | 이었음 0.0% |
| D. E. Shaw & Co. | $693,826 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1 보유 기관, 10.04K 주식, $464,948 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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