سجل الورقة المالية
IX
ORIX Corporation · Financial Services · Financial - Credit Services
68الحاملون المتتبعون
-2Δ المساهمون
26.69Mالأسهم المحتفظ بها
$1.02Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−6الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -2.9% ·
تدفق الأسهم +9.3% ·
المراكز الجديدة الصافية -2.9%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 6.03M | +1.5% | $229.53M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 5.00M | -0.2% | $190.15M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 3 | Bank Of America Corp /De/ | 3.23M | +11.5% | $122.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Clearbridge Investments, LLC | 1.75M | +67.0% | $66.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Northern Trust Corp | 1.36M | +3.6% | $51.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | American Century Companies Inc | 1.16M | +20.4% | $44.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Quantinno Capital Management LP | 1.04M | +12.3% | $39.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (سلبي) | 903.21K | -3.8% | $34.36M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 9 | Envestnet Asset Management Inc | 785.33K | +53.7% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 654.25K | +7.9% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 564.69K | +79.8% | $21.70M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 12 | Wells Fargo & Company/Mn | 520.28K | +13.1% | $19.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Charles Schwab Investment… | 382.93K | +8.8% | $14.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 280.80K | +63.2% | $10.68M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 15 | Raymond James Financial Inc | 271.06K | +29.4% | $10.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Sei Investments Co | 178.74K | +12.0% | $6.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 175.60K | +5.9% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 173.04K | +12.0% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 19 | Connor, Clark & Lunn Investment… | 162.56K | +130.8% | $6.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 131.24K | +6.7% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Royal Bank Of Canada | 121.06K | +36.9% | $4.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Healthcare Of Ontario Pension Plan… | 114.40K | 0.0% | $4.35M | 0.0% | Held | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 107.11K | +61.4% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 97.09K | 0.0% | $3.69M | 0.0% | Held | 3 | SEC ↗ |
| 25 | Us Bancorp \De\ | 92.53K | +21.0% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Mariner, LLC | 88.62K | +15.2% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 84.05K | +172.5% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | LPL Financial LLC | 82.99K | +25.8% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | UBS Group AG | 72.49K | +9.1% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | First Trust Advisors Lp | 66.71K | +0.2% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 58.65K | -8.0% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 53.55K | +8.8% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Pnc Financial Services Group, Inc. | 52.65K | +12.8% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 34 | Stifel Financial Corp | 49.99K | +83.1% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 35 | Citigroup Inc | 48.38K | +8.9% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Corient Private Wealth LP | 45.62K | +7.1% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Neuberger Berman Group LLC | 45.37K | +38.4% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Two Sigma Investments ✦ | 42.14K | -70.1% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 39.85K | -30.3% | $1.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Rhumbline Advisers | 39.75K | +5.6% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 38.62K | +48.5% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Focus Partners Wealth | 37.94K | +9.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Creative Planning | 37.47K | +15.5% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Millennium Management ✦ | 35.44K | +77.7% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 34.42K | -3.7% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Cetera Investment Advisers | 32.93K | +19.2% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Allspring Global Investments… | 32.22K | +8.3% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | State Street Global Advisors ✦ (سلبي) | 32.13K | 0.0% | $1.22M | 0.0% | Held | 7 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 28.55K | جديد | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 50 | Lido Advisors, LLC | 25.56K | +10.0% | $972,418 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Truist Financial Corp | 23.79K | +24.8% | $904,896 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Nuveen, LLC | 22.02K | جديد | $837,668 | 0.0% | New | 1 | SEC ↗ |
| 53 | Balyasny Asset Management L.P. | 17.80K | جديد | $677,302 | 0.0% | New | 1 | SEC ↗ |
| 54 | Franklin Resources Inc | 15.83K | -1.6% | $602,301 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 55 | Captrust Financial Advisors | 14.89K | +20.8% | $566,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Osaic Holdings, Inc. | 14.42K | +166.7% | $548,734 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 57 | Rockefeller Capital Management L.P. | 14.04K | +22.4% | $534,208 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 58 | Assetmark, Inc | 13.44K | -0.3% | $511,274 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Wealth Enhancement Advisory… | 12.44K | +56.9% | $501,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Hrt Financial Lp | 13.17K | -46.1% | $500,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Blair William & Co/Il | 12.70K | جديد | $483,219 | 0.0% | New | 1 | SEC ↗ ×2 |
| 62 | Bnp Paribas Financial Markets | 8.76K | -81.8% | $333,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Pacer Advisors, Inc. | 8.67K | -7.6% | $328,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Dimensional Fund Advisors Lp | 7.52K | -76.9% | $286,029 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Deutsche Bank Ag\ | 4.73K | +106.1% | $179,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 2.32K | +31.4% | $88,101 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Northwestern Mutual Wealth… | 622 | -10.4% | $23,661 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 47 | +34.3% | $1,788 | 0.0% | ▲ Add | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| TD Waterhouse Canada Inc. | $1.10M | 0.0% |
| Nuveen, LLC | $837,668 | 0.0% |
| Balyasny Asset Management L.P. | $677,302 | 0.0% |
| Blair William & Co/Il | $483,219 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $5.02M | كان 0.0% |
| Renaissance Technologies | $3.29M | كان 0.0% |
| Citadel Advisors | $638,787 | كان 0.0% |
| Arrowstreet Capital | $576,258 | كان 0.0% |
| Point72 Asset Management | $251,496 | كان 0.0% |
| National Bank Of Canada /Fi/ | $180 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1 المالكون, 10.04K الأسهم, $464,948 مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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