Security record
IX
ORIX Corporation · Financial Services · Financial - Credit Services
68Tracked holders
-2Δ holders
26.69MShares held
$1.02BReported value
+4New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -2.9% ·
share flow +9.3% ·
net new positions -2.9%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passive) | 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 ✦ (passive) | 32.13K | 0.0% | $1.22M | 0.0% | Held | 7 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 28.55K | New | $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 | New | $837,668 | 0.0% | New | 1 | SEC ↗ |
| 53 | Balyasny Asset Management L.P. | 17.80K | New | $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 | New | $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 ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| 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% |
Exited
| Jane Street Group, Llc | $5.02M | was 0.0% |
| Renaissance Technologies | $3.29M | was 0.0% |
| Citadel Advisors | $638,787 | was 0.0% |
| Arrowstreet Capital | $576,258 | was 0.0% |
| Point72 Asset Management | $251,496 | was 0.0% |
| National Bank Of Canada /Fi/ | $180 | 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: Q2 2026 ·
Methodology ·
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