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 | 67 | -2 | 26.63M | $1.01B | +4 | −7 |
| Q1 2026 | 71 | +12 | 24.47M | $733.15M | +12 | n/a |
| Q4 2025 | 59 | -3 | 19.60M | $572.74M | +1 | −4 |
| Q3 2025 | 12 | +1 | 11.81M | $308.60M | +1 | n/a |
| Q2 2025 | 8 | +1 | 5.81M | $130.83M | +1 | n/a |
| Q1 2025 | 5 | -3 | 602.19K | $12.58M | n/a | −3 |
| Q4 2024 | 8 | +3 | 76.05K | $8.08M | +3 | n/a |
| Q3 2024 | 4 | 0 | 56.69K | $1.46M | n/a | n/a |
| Q2 2024 | 4 | n/a | 63.21K | $7.04M | n/a | n/a |
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 |
| 2 | Morgan Stanley ✦ | 5.01M | -2.2% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 3 | Bank Of America Corp /De/ | 2.89M | +0.9% | $86.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Northern Trust Corp | 1.31M | +22.6% | $39.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Clearbridge Investments, LLC | 1.05M | New | $31.48M | 0.0% | New | 1 | SEC ↗ |
| 6 | American Century Companies Inc | 962.40K | +26.3% | $28.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 938.97K | +3.5% | $28.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 8 | Quantinno Capital Management LP | 924.41K | +16.3% | $27.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 606.30K | +91210.2% | $17.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 511.07K | +349.4% | $15.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 460.01K | +267.7% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Charles Schwab Investment… | 352.07K | +23.9% | $10.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 314.14K | +98.2% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 14 | Raymond James Financial Inc | 209.55K | +1053.9% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 172.04K | +30.2% | $5.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 16 | Jane Street Group, Llc | 167.46K | New | $5.02M | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Mercer Global Advisors Inc /Adv | 165.80K | +8.2% | $4.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Sei Investments Co | 159.53K | +12.2% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 154.48K | +20.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 20 | Two Sigma Investments ✦ | 140.76K | +247.7% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 122.99K | +14.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Healthcare Of Ontario Pension Plan… | 114.40K | +75.5% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 109.60K | New | $3.29M | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 97.09K | +530.5% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 88.45K | +116.2% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Mariner, LLC | 76.91K | +9.5% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Us Bancorp \De\ | 76.50K | +25.6% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Connor, Clark & Lunn Investment… | 70.44K | +106.5% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | First Trust Advisors Lp | 66.57K | +21.1% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 66.47K | +148.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Mml Investors Services, Llc | 66.37K | +214.6% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | LPL Financial LLC | 65.98K | +103.3% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 63.77K | +11.8% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cwm, Llc | 57.63K | -19.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 57.19K | -29.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Ameriprise Financial Inc | 49.21K | +24.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Bnp Paribas Financial Markets | 48.22K | +812.7% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 46.66K | +5.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 39 | Citigroup Inc | 44.41K | +488.6% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 42.61K | -39.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Rhumbline Advisers | 37.65K | +6.7% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 35.72K | -0.2% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 34.58K | +18.6% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Neuberger Berman Group LLC | 32.79K | +49.4% | $983,311 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Dimensional Fund Advisors Lp | 32.56K | 0.0% | $976,371 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Creative Planning | 32.45K | +3.0% | $973,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | State Street Global Advisors ✦ (passive) | 32.13K | 0.0% | $963,729 | 0.0% | Held | 6 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 30.84K | New | $924,892 | 0.0% | New | 1 | SEC ↗ |
| 49 | Allspring Global Investments… | 29.74K | +5.8% | $905,674 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Cetera Investment Advisers | 27.61K | +88.1% | $828,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Stifel Financial Corp | 27.30K | New | $818,862 | 0.0% | New | 1 | SEC ↗ ×4 |
| 52 | Bank Of Montreal /Can/ | 26.01K | +267.8% | $779,950 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 53 | Hrt Financial Lp | 24.44K | New | $732,000 | 0.0% | New | 1 | SEC ↗ |
| 54 | Lido Advisors, LLC | 23.23K | +35.1% | $696,793 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Citadel Advisors ✦ | 21.30K | +74.9% | $638,787 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Millennium Management ✦ | 19.94K | New | $598,091 | 0.0% | New | 1 | SEC ↗ |
| 57 | Arrowstreet Capital ✦ | 19.21K | New | $576,258 | 0.0% | New | 1 | SEC ↗ |
| 58 | Truist Financial Corp | 19.06K | +123.6% | $571,699 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Franklin Resources Inc | 16.09K | +0.2% | $482,630 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 60 | Assetmark, Inc | 13.48K | -3.9% | $404,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Captrust Financial Advisors | 12.33K | +7.3% | $369,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 11.48K | +106.8% | $344,167 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 63 | Pacer Advisors, Inc. | 9.38K | +2.9% | $272,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Point72 Asset Management ✦ | 8.39K | New | $251,496 | 0.0% | New | 1 | SEC ↗ |
| 65 | Wealth Enhancement Advisory… | 7.93K | New | $238,210 | 0.0% | New | 1 | SEC ↗ |
| 66 | Osaic Holdings, Inc. | 5.41K | +64.1% | $162,214 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 67 | Deutsche Bank Ag\ | 2.29K | New | $68,797 | 0.0% | New | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 1.76K | +18.0% | $52,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Northwestern Mutual Wealth… | 694 | +66.4% | $20,813 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Kayne Anderson Rudnick Investment… | 35 | 0.0% | $1,050 | 0.0% | Held | 2 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 6 | New | $180 | 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
| Clearbridge Investments, LLC | $31.48M | 0.0% |
| Jane Street Group, Llc | $5.02M | 0.0% |
| Renaissance Technologies | $3.29M | 0.0% |
| Qube Research & Technologies… | $924,892 | 0.0% |
| Stifel Financial Corp | $818,862 | 0.0% |
| Hrt Financial Lp | $732,000 | 0.0% |
| Millennium Management | $598,091 | 0.0% |
| Arrowstreet Capital | $576,258 | 0.0% |
| Point72 Asset Management | $251,496 | 0.0% |
| Wealth Enhancement Advisory… | $238,210 | 0.0% |
| Deutsche Bank Ag\ | $68,797 | 0.0% |
| National Bank Of Canada /Fi/ | $180 | 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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