Security record · archived quarter
IX
ORIX Corporation · Financial Services · Financial - Credit Services
1Tracked holders
-1Δ holders
15.01KShares held
$550,827Reported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 15.01K | $550,827 | n/a | −1 |
| Q2 2026 | 68 | -2 | 26.69M | $1.02B | +4 | −6 |
| 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 · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 15.01K | +20.6% | $550,827 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| TD Waterhouse Canada Inc. | $1.10M | 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: Q3 2026 ·
Methodology ·
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