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Equibles

FRANKLIN RESOURCES INC

Position in IX — Orix Corp

CIK 38777 San Mateo, CA
Back to IX Full portfolio

Position in IX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$602,287
+$119,660 QoQ
Shares Held
15,833
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 319 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in IX Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Jun 30, 2026

FRANKLIN RESOURCES INC holds $27,314,349 across 4 Financial Conglomerates names. IX ranks #3 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VOYA
Voya Financial, Inc.
 203,404 $18,414,162
2 HTH
Hilltop Holdings Inc.
 210,810 $8,175,210
3 IX
Orix Corp
This page 		15,833 $602,287
4 RILY
BRC Group Holdings, Inc.
 15,260 $122,690

All Filings in IX

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $602,287 15,833
2026-03-31 $482,627 16,093
2025-12-31 $469,389 16,064
2025-09-30 $421,759 16,147
2025-06-30 $353,608 15,702
2025-03-31 $330,040 15,799
2024-12-31 $333,667 3,141
2024-09-30 $329,697 2,841
2024-06-30 $305,962 2,749
2024-03-31 $306,906 2,785
2023-12-31 $261,397 2,799
2023-09-30 $254,038 2,706
2023-06-30 $246,266 2,700
2023-03-31 $221,287 2,696
2022-06-30 $201,141 2,390
2022-03-31 $248,126 2,485
2021-12-31 $233,686 2,296
2021-09-30 $235,071 2,487
2021-06-30 $206,655 2,441
2021-03-31 $209,940 2,476