LPL Financial LLC

Position in IX — Orix Corp

CIK 1403438 FORT MILL, SC

Position in IX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,157,053

+$1,178,253 QoQ

Shares Held

82,993

+25.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#52

of 319 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $6,808,704 across 3 Financial Conglomerates names. IX ranks #2 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	37,821	$3,423,935
2	IX	Orix Corp This page	82,993	$3,157,053
3	HTH	Hilltop Holdings Inc.	5,872	$227,716

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,157,053	82,993	+25.8%	Shares	Sole	2026-08-07
2026-03-31	$1,978,800	65,982	+103.3%	Shares	Sole	2026-05-06
2025-12-31	$948,364	32,456	+3.7%	Shares	Sole	2026-02-11
2025-09-30	$817,138	31,284	+27.1%	Shares	Sole	2025-11-12
2025-06-30	$554,127	24,606	+63.1%	Shares	Sole	2025-08-12
2025-03-31	$315,104	15,084	+469.6%	Shares	Sole	2025-05-07
2024-12-31	$281,297	2,648	+48.7%	Shares	Sole	2025-02-11
2024-09-30	$206,685	1,781	-22.3%	Shares	Sole	2024-11-08
2022-03-31	$228,756	2,291	-79.4%	Shares	Sole	2022-05-16
2020-03-31	$657,251	11,121	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.