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Equibles

IX

Orix Corp

Company with tickers: IX, ORXCF

CIK
1070304
CUSIP
686330101
Shares Outstanding
1,072,708,118
13F Activity (30d)
151 filings 141 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 279
Total Value: $1,020,688,432
Total Shares: 34,034,299
Showing 1–100 of 279 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 279 13F filers · Δ vs Dec 31, 2025
Top Holder
17.5%
Jun 2023 → Mar 2026 · range 17.5% – 27.8%
−3.1 pts
Top 5
49.9%
Jun 2023 → Mar 2026 · range 49.9% – 61.4%
−11.5 pts
Top 10
65.1%
Jun 2023 → Mar 2026 · range 65.1% – 76.4%
−10.7 pts
HHI
714
Jun 2023 → Mar 2026 · range 714 – 1,119
Broadly held −307

Quarterly Activity

vs Dec 31, 2025
New
62
Increased
134
Decreased
30
Sold Out
22
Unchanged
53
Holder count: +40
Institutional value: +30.2%
Shares held: +26.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large NATIXIS ADVISORS, LLC +606,655 770,599
Large JONES FINANCIAL COMPANIES LLLP +605,636 606,300
Mega FMR LLC +429,675 5,944,003
Mega ENVESTNET ASSET MANAGEMENT INC +397,352 511,068
Mega WELLS FARGO & COMPANY/MN +334,895 460,013

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −110,727 5,007,215
Small Henry James International Management Inc. −89,330 111,455
Mid Vanguard Personalized Indexing Management, LLC −46,666 134,695
Mid Curi Capital, LLC −41,390 20,422
Mid BTC Capital Management, Inc. −32,531 52,285

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Cullen Capital Management, LLC 1,080,361 $32,400,026
Mega Clearbridge Investments, LLC 1,049,544 $31,475,824
Mega JANE STREET GROUP, LLC 167,463 $5,022,215
Large Calamos Advisors LLC 163,340 $4,898,566
Mid OPPENHEIMER ASSET MANAGEMENT INC. 160,542 $4,814,653

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid AlphaCore Capital LLC 66,186 $1,933,954
Small PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 65,395 $1,910,841
Mid Campbell & CO Investment Adviser LLC 42,163 $1,232,002
Mid Global Retirement Partners, LLC 20,485 $598,571
Small Summit Global Investments 20,036 $585,451
Filter: New 62 Increased 134 Reduced 30 Sold out 22 Unchanged 53
Showing 100 of 279
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega FMR LLC $178,260,649 17.46% 5,944,003
Mega MORGAN STANLEY $150,166,372 14.71% 5,007,215
Mega BANK OF AMERICA CORP /DE/ Bank $86,787,817 8.50% 2,893,892
Mid TODD ASSET MANAGEMENT LLC $55,183,339 5.41% 1,840,058
Mega NORTHERN TRUST CORP Bank $39,269,145 3.85% 1,309,408
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $34,398,530 3.37% 1,147,000
Mid Cullen Capital Management, LLC $32,400,026 3.17% 1,080,361
Mega Clearbridge Investments, LLC $31,475,824 3.08% 1,049,544
Mega AMERICAN CENTURY COMPANIES INC $28,862,376 2.83% 962,400
Mega BlackRock, Inc. $28,159,618 2.76% 938,967
Large Quantinno Capital Management LP $27,723,205 2.72% 924,415
Large NATIXIS ADVISORS, LLC $23,110,264 2.26% 770,599
Large JONES FINANCIAL COMPANIES LLLP $18,182,937 1.78% 606,300
Mega ENVESTNET ASSET MANAGEMENT INC $15,326,929 1.50% 511,068
Mega WELLS FARGO & COMPANY/MN $13,795,788 1.35% 460,013
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $10,558,638 1.03% 352,072
Mid EAGLE GLOBAL ADVISORS LLC $10,057,986 0.99% 335,378
Mega JPMORGAN CHASE & CO $9,421,114 0.92% 314,142
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $8,729,458 0.86% 291,079
Mega RAYMOND JAMES FINANCIAL INC $6,284,464 0.62% 209,552
Small Gilman Hill Asset Management, LLC $6,092,678 0.60% 203,157
Mid Boston Common Asset Management, LLC $5,253,408 0.51% 175,172
Mega AQR CAPITAL MANAGEMENT LLC $5,159,627 0.51% 172,045
Mega JANE STREET GROUP, LLC $5,022,215 0.49% 167,463
Large MERCER GLOBAL ADVISORS INC /ADV $4,972,342 0.49% 165,800
Mid Calamos Wealth Management LLC $4,898,566 0.48% 163,340
Large Calamos Advisors LLC $4,898,566 0.48% 163,340
Mid OPPENHEIMER ASSET MANAGEMENT INC. $4,814,653 0.47% 160,542
Large SEI INVESTMENTS CO $4,784,244 0.47% 159,528
Mid Gradient Investments LLC $4,722,045 0.46% 157,454
Mega Bank of New York Mellon Corp Bank $4,632,761 0.45% 154,477
Mid QRG CAPITAL MANAGEMENT, INC. $4,597,556 0.45% 153,303
Mid Crossmark Global Holdings, Inc. $4,325,637 0.42% 144,236
Mega TWO SIGMA INVESTMENTS, LP $4,221,272 0.41% 140,756
Mid Vanguard Personalized Indexing Management, LLC $4,039,503 0.40% 134,695
Large Pathstone Holdings, LLC $3,699,626 0.36% 123,362
Large Cerity Partners LLC $3,688,529 0.36% 122,992
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $3,430,856 0.34% 114,400
Small Henry James International Management Inc. $3,342,535 0.33% 111,455
Large RENAISSANCE TECHNOLOGIES LLC $3,286,904 0.32% 109,600
Mid RITHOLTZ WEALTH MANAGEMENT $3,121,869 0.31% 104,097
Mid Callan Family Office, LLC Family Office $3,120,099 0.31% 104,038
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,911,609 0.29% 97,086
Mid Orion Porfolio Solutions, LLC $2,895,264 0.28% 96,541
Small NAPLES GLOBAL ADVISORS, LLC $2,797,077 0.27% 93,267
Mega ROYAL BANK OF CANADA Bank $2,652,613 0.26% 88,450
Large Mariner, LLC $2,306,440 0.23% 76,907
Large US BANCORP \DE\ Bank $2,294,114 0.22% 76,496
Mid Laird Norton Wetherby Trust Company, LLC Bank $2,227,477 0.22% 74,274
Mid QUADRANT CAPITAL GROUP LLC $2,193,288 0.21% 73,134
Large Connor, Clark & Lunn Investment Management Ltd. $2,112,525 0.21% 70,441
Large &PARTNERS $2,066,191 0.20% 68,896
Mid Vise Technologies, Inc. $2,009,000 0.20% 66,989
Mega FIRST TRUST ADVISORS LP $1,996,554 0.20% 66,574
Mega UBS Group AG $1,993,495 0.20% 66,472
Small PARADIGM ASSET MANAGEMENT CO LLC $1,991,336 0.20% 66,400
Large MML INVESTORS SERVICES, LLC $1,990,556 0.20% 66,374
Mega LPL Financial LLC $1,978,800 0.19% 65,982
Small DGS Capital Management, LLC $1,947,460 0.19% 64,937
Large HighTower Advisors, LLC $1,912,372 0.19% 63,767
Small Lester Murray Antman dba SimplyRich $1,896,387 0.19% 63,234
Large CWM, LLC $1,728,353 0.17% 57,631
Mega GOLDMAN SACHS GROUP INC $1,715,217 0.17% 57,193
Mid Advisors Asset Management, Inc. $1,706,610 0.17% 56,906
Mid BTC Capital Management, Inc. $1,568,025 0.15% 52,285
Large IEQ CAPITAL, LLC $1,540,136 0.15% 51,355
Micro Ativo Capital Management LLC $1,533,958 0.15% 51,149
Mega AMERIPRISE FINANCIAL INC $1,475,836 0.14% 49,211
Mega BNP PARIBAS ARBITRAGE, SA $1,446,057 0.14% 48,218
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,399,361 0.14% 46,661
Mega CITIGROUP INC $1,331,825 0.13% 44,409
Large Corient Private Wealth LLC $1,277,903 0.13% 42,611
Mega RHUMBLINE ADVISERS $1,129,033 0.11% 37,647
Mid GREENLEAF TRUST $1,120,876 0.11% 37,375
Large FIFTH THIRD BANCORP Bank $1,071,362 0.10% 35,724
Large Focus Partners Wealth $1,037,144 0.10% 34,583
Mid Aaron Wealth Advisors LLC $1,019,689 0.10% 34,001
Small Strategic Global Advisors, LLC $984,511 0.10% 32,828
Mega NEUBERGER BERMAN GROUP LLC $983,311 0.10% 32,788
Mega DIMENSIONAL FUND ADVISORS LP $976,384 0.10% 32,557
Large Creative Planning $973,175 0.10% 32,450
Mid Caprock Group, LLC $966,907 0.09% 32,241
Mega STATE STREET CORP $963,728 0.09% 32,135
Large Qube Research & Technologies Ltd $924,891 0.09% 30,840
Large Allspring Global Investments Holdings, LLC $891,992 0.09% 29,743
Small Kathmere Capital Management, LLC $890,852 0.09% 29,705
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $864,911 0.08% 28,840
Mid SYON CAPITAL LLC $857,384 0.08% 28,589
Mid FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $838,520 0.08% 27,960
Large Cetera Investment Advisers $828,173 0.08% 27,615
Large STIFEL FINANCIAL CORP $818,815 0.08% 27,303
Small Dynasty Wealth Management, LLC $804,241 0.08% 26,817
Mid XTX Topco Ltd $797,584 0.08% 26,595
Mid Atria Investments, Inc $780,489 0.08% 26,025
Mega BANK OF MONTREAL /CAN/ Bank $779,948 0.08% 26,007
Mid Sequoia Financial Advisors, LLC $779,350 0.08% 25,987
Mid CHOREO, LLC $775,481 0.08% 25,858
Micro Plan A Wealth LLC $755,748 0.07% 25,200
Small TRED AVON FAMILY WEALTH, LLC $755,448 0.07% 25,190
Small Investment Research Partners LLC $744,471 0.07% 24,824

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