FRANKLIN RESOURCES INC

Position in IX — Orix Corp

CIK 38777 San Mateo, CA

Position in IX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$482,627

+$13,238 QoQ

Shares Held

16,093

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Mar 31, 2026

FRANKLIN RESOURCES INC holds $32,023,681 across 3 Financial Conglomerates names. IX ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	350,678	$23,958,320
2	HTH	Hilltop Holdings Inc.	211,690	$7,582,734
3	IX	Orix Corp This page	16,093	$482,627

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$482,627	16,093	+0.2%	Shares	Defined	2026-05-13
2025-12-31	$469,389	16,064	-0.5%	Shares	Defined	2026-02-11
2025-09-30	$421,759	16,147	+2.8%	Shares	Defined	2025-11-13
2025-06-30	$353,608	15,702	-0.6%	Shares	Defined	2025-08-12
2025-03-31	$330,040	15,799	+403.0%	Shares	Defined	2025-05-13
2024-12-31	$333,667	3,141	+10.6%	Shares	Defined	2025-02-12
2024-09-30	$329,697	2,841	+3.3%	Shares	Defined	2024-11-27
2024-06-30	$305,962	2,749	-1.3%	Shares	Defined	2024-08-14
2024-03-31	$306,906	2,785	-0.5%	Shares	Defined	2024-05-13
2023-12-31	$261,397	2,799	+3.4%	Shares	Defined	2024-02-09
2023-09-30	$254,038	2,706	+0.2%	Shares	Defined	2023-11-13
2023-06-30	$246,266	2,700	+0.1%	Shares	Defined	2023-08-11
2023-03-31	$221,287	2,696	+12.8%	Shares	Defined	2023-05-12
2022-06-30	$201,141	2,390	-3.8%	Shares	Defined	2022-08-11
2022-03-31	$248,126	2,485	+8.2%	Shares	Defined	2022-05-13
2021-12-31	$233,686	2,296	-7.7%	Shares	Defined	2022-02-11
2021-09-30	$235,071	2,487	+1.9%	Shares	Defined	2021-11-12
2021-06-30	$206,655	2,441	-1.4%	Shares	Defined	2021-08-13
2021-03-31	$209,940	2,476	—	Shares	Defined	2021-05-13
No filing history on record for this holder in this stock.