Security record · archived quarter
IX
ORIX Corporation · Financial Services · Financial - Credit Services
71Tracked holders
+12Δ holders
24.47MShares held
$733.15MReported value
+12New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +20.3% ·
share flow +24.8% ·
net new positions +16.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.94M | +7.8% | $178.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 5.94M | +7.8% | $178.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 2.89M | +0.9% | $86.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.89M | +0.9% | $86.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.89M | +0.9% | $86.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.89M | +0.9% | $86.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.89M | +0.9% | $86.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northern Trust Corp | 1.31M | +22.6% | $39.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northern Trust Corp | 1.31M | +22.6% | $39.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northern Trust Corp | 1.31M | +22.6% | $39.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Clearbridge Investments, LLC | 1.05M | New | $31.48M | 0.0% | New | 1 | SEC ↗ |
| 21 | American Century Companies Inc | 962.40K | +26.3% | $28.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 938.97K | +3.5% | $28.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 938.97K | +3.5% | $28.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 938.97K | +3.5% | $28.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 938.97K | +3.5% | $28.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 924.41K | +16.3% | $27.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 606.30K | +91210.2% | $17.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 511.07K | +349.4% | $15.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 460.01K | +267.7% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 460.01K | +267.7% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 460.01K | +267.7% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 460.01K | +267.7% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Charles Schwab Investment… | 352.07K | +23.9% | $10.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Charles Schwab Investment… | 352.07K | +23.9% | $10.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Raymond James Financial Inc | 209.55K | +1053.9% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Raymond James Financial Inc | 209.55K | +1053.9% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 172.04K | +30.2% | $5.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 172.04K | +30.2% | $5.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 172.04K | +30.2% | $5.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 172.04K | +30.2% | $5.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 49 | Jane Street Group, Llc | 167.46K | New | $5.02M | 0.0% | New | 1 | SEC ↗ |
| 50 | Jane Street Group, Llc | 167.46K | New | $5.02M | 0.0% | New | 1 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 165.80K | +8.2% | $4.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Sei Investments Co | 159.53K | +12.2% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 154.48K | +20.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 154.48K | +20.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 154.48K | +20.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 154.48K | +20.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 154.48K | +20.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 154.48K | +20.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Two Sigma Investments ✦ | 140.76K | +247.7% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Cerity Partners LLC | 122.99K | +14.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Cerity Partners LLC | 122.99K | +14.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Cerity Partners LLC | 122.99K | +14.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Healthcare Of Ontario Pension Plan… | 114.40K | +75.5% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Renaissance Technologies ✦ | 109.60K | New | $3.29M | 0.0% | New | 1 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 97.09K | +530.5% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 88.45K | +116.2% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Royal Bank Of Canada | 88.45K | +116.2% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Royal Bank Of Canada | 88.45K | +116.2% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Royal Bank Of Canada | 88.45K | +116.2% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Mariner, LLC | 76.91K | +9.5% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Mariner, LLC | 76.91K | +9.5% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Us Bancorp \De\ | 76.50K | +25.6% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Us Bancorp \De\ | 76.50K | +25.6% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Us Bancorp \De\ | 76.50K | +25.6% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Connor, Clark & Lunn Investment… | 70.44K | +106.5% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | First Trust Advisors Lp | 66.57K | +21.1% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | UBS Group AG | 66.47K | +148.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | UBS Group AG | 66.47K | +148.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | UBS Group AG | 66.47K | +148.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Mml Investors Services, Llc | 66.37K | +214.6% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | LPL Financial LLC | 65.98K | +103.3% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | HighTower Advisors, LLC | 63.77K | +11.8% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Cwm, Llc | 57.63K | -19.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 57.19K | -29.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 57.19K | -29.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Ameriprise Financial Inc | 49.21K | +24.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Ameriprise Financial Inc | 49.21K | +24.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Ameriprise Financial Inc | 49.21K | +24.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bnp Paribas Financial Markets | 48.22K | +812.7% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 46.66K | +5.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 46.66K | +5.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Pnc Financial Services Group, Inc. | 46.66K | +5.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 46.66K | +5.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 46.66K | +5.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Citigroup Inc | 44.41K | +488.6% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Corient Private Wealth LP | 42.61K | -39.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Corient Private Wealth LP | 42.61K | -39.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Rhumbline Advisers | 37.65K | +6.7% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Fifth Third Bancorp | 35.72K | -0.2% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Focus Partners Wealth | 34.58K | +18.6% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Clearbridge Investments, LLC | $31.48M | 0.0% |
| Jane Street Group, Llc | $5.02M | 0.0% |
| Jane Street Group, Llc | $5.02M | 0.0% |
| Renaissance Technologies | $3.29M | 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.
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: Q1 2026 ·
Methodology ·
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