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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)
83 filings 72 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: 252
Total Value: $508,795,912
Total Shares: 16,965,524
Showing 1–100 of 252 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 252 13F filers · Δ vs Dec 31, 2025
Top Holder
10.8%
Jun 2023 → Mar 2026 · range 10.8% – 27.8%
−5.5 pts
Top 5
37.9%
Jun 2023 → Mar 2026 · range 37.9% – 61.1%
−12.1 pts
Top 10
60.1%
Jun 2023 → Mar 2026 · range 60.1% – 76.4%
−0.2 pts
HHI
433
Jun 2023 → Mar 2026 · range 433 – 1,119
Broadly held−174

Quarterly Activity

vs Dec 31, 2025
New
58
Increased
115
Decreased
27
Sold Out
25
Unchanged
52
Holder count: +33
Institutional value: +55.3%
Shares held: +51.3%

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 ENVESTNET ASSET MANAGEMENT INC +397,352 511,068
Mega NORTHERN TRUST CORP +241,232 1,309,408
Mega AMERICAN CENTURY COMPANIES INC +200,350 962,400

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
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
Large CWM, LLC −13,862 57,631

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
Large Calamos Advisors LLC 163,340 $4,898,566
Mid OPPENHEIMER ASSET MANAGEMENT INC. 160,542 $4,814,653
Mid Gradient Investments LLC 157,454 $4,722,045

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
Large Connor, Clark & Lunn Investment Management Ltd. 34,107 $996,606
Mega UBS Group AG 26,764 $782,042
Filter: New 58 Increased 115 Reduced 27 Sold out 25 Unchanged 52
Showing 100 of 252
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid TODD ASSET MANAGEMENT LLC $55,183,339 10.85% 1,840,058
Mega NORTHERN TRUST CORP Bank $39,269,145 7.72% 1,309,408
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $34,398,530 6.76% 1,147,000
Mid Cullen Capital Management, LLC $32,400,026 6.37% 1,080,361
Mega Clearbridge Investments, LLC $31,475,824 6.19% 1,049,544
Mega AMERICAN CENTURY COMPANIES INC $28,862,376 5.67% 962,400
Large Quantinno Capital Management LP $27,723,205 5.45% 924,415
Large NATIXIS ADVISORS, LLC $23,110,264 4.54% 770,599
Large JONES FINANCIAL COMPANIES LLLP $18,182,937 3.57% 606,300
Mega ENVESTNET ASSET MANAGEMENT INC $15,326,929 3.01% 511,068
Mid EAGLE GLOBAL ADVISORS LLC $10,057,986 1.98% 335,378
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $8,729,458 1.72% 291,079
Mega RAYMOND JAMES FINANCIAL INC $6,284,464 1.24% 209,552
Small Gilman Hill Asset Management, LLC $6,092,678 1.20% 203,157
Mid Boston Common Asset Management, LLC $5,253,408 1.03% 175,172
Large MERCER GLOBAL ADVISORS INC /ADV $4,972,342 0.98% 165,800
Mid Calamos Wealth Management LLC $4,898,566 0.96% 163,340
Large Calamos Advisors LLC $4,898,566 0.96% 163,340
Mid OPPENHEIMER ASSET MANAGEMENT INC. $4,814,653 0.95% 160,542
Large SEI INVESTMENTS CO $4,784,244 0.94% 159,528
Mid Gradient Investments LLC $4,722,045 0.93% 157,454
Mid QRG CAPITAL MANAGEMENT, INC. $4,597,556 0.90% 153,303
Mid Crossmark Global Holdings, Inc. $4,325,637 0.85% 144,236
Mega TWO SIGMA INVESTMENTS, LP $4,221,272 0.83% 140,756
Mid Vanguard Personalized Indexing Management, LLC $4,039,503 0.79% 134,695
Large Pathstone Holdings, LLC $3,699,626 0.73% 123,362
Large Cerity Partners LLC $3,688,529 0.72% 122,992
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $3,430,856 0.67% 114,400
Small Henry James International Management Inc. $3,342,535 0.66% 111,455
Mid RITHOLTZ WEALTH MANAGEMENT $3,121,869 0.61% 104,097
Mid Callan Family Office, LLC Family Office $3,120,099 0.61% 104,038
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,911,609 0.57% 97,086
Mid Orion Porfolio Solutions, LLC $2,895,264 0.57% 96,541
Small NAPLES GLOBAL ADVISORS, LLC $2,797,077 0.55% 93,267
Large Mariner, LLC $2,306,440 0.45% 76,907
Large US BANCORP \DE\ Bank $2,294,114 0.45% 76,496
Mid Laird Norton Wetherby Trust Company, LLC Bank $2,227,477 0.44% 74,274
Mid QUADRANT CAPITAL GROUP LLC $2,193,288 0.43% 73,134
Large &PARTNERS $2,066,191 0.41% 68,896
Mid Vise Technologies, Inc. $2,009,000 0.39% 66,989
Mega FIRST TRUST ADVISORS LP $1,996,554 0.39% 66,574
Small PARADIGM ASSET MANAGEMENT CO LLC $1,991,336 0.39% 66,400
Large MML INVESTORS SERVICES, LLC $1,990,556 0.39% 66,374
Mega LPL Financial LLC $1,978,800 0.39% 65,982
Small DGS Capital Management, LLC $1,947,460 0.38% 64,937
Large HighTower Advisors, LLC $1,912,372 0.38% 63,767
Small Lester Murray Antman dba SimplyRich $1,896,387 0.37% 63,234
Large CWM, LLC $1,728,353 0.34% 57,631
Mid Advisors Asset Management, Inc. $1,706,610 0.34% 56,906
Mid BTC Capital Management, Inc. $1,568,025 0.31% 52,285
Large IEQ CAPITAL, LLC $1,540,136 0.30% 51,355
Micro Ativo Capital Management LLC $1,533,958 0.30% 51,149
Mega BNP PARIBAS ARBITRAGE, SA $1,446,057 0.28% 48,218
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,399,361 0.28% 46,661
Mega CITIGROUP INC $1,331,825 0.26% 44,409
Large Corient Private Wealth LLC $1,277,903 0.25% 42,611
Mega RHUMBLINE ADVISERS $1,129,033 0.22% 37,647
Mid GREENLEAF TRUST $1,120,876 0.22% 37,375
Large FIFTH THIRD BANCORP Bank $1,071,362 0.21% 35,724
Large Focus Partners Wealth $1,037,144 0.20% 34,583
Mid Aaron Wealth Advisors LLC $1,019,689 0.20% 34,001
Small Strategic Global Advisors, LLC $984,511 0.19% 32,828
Mega NEUBERGER BERMAN GROUP LLC $983,311 0.19% 32,788
Large Creative Planning $973,175 0.19% 32,450
Mid Caprock Group, LLC $966,907 0.19% 32,241
Mega STATE STREET CORP $963,728 0.19% 32,135
Small Kathmere Capital Management, LLC $890,852 0.18% 29,705
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $864,911 0.17% 28,840
Mid SYON CAPITAL LLC $857,384 0.17% 28,589
Mid FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $838,520 0.16% 27,960
Large Cetera Investment Advisers $828,173 0.16% 27,615
Large STIFEL FINANCIAL CORP $818,815 0.16% 27,303
Small Dynasty Wealth Management, LLC $804,241 0.16% 26,817
Mid XTX Topco Ltd $797,584 0.16% 26,595
Mid Atria Investments, Inc $780,489 0.15% 26,025
Mid Sequoia Financial Advisors, LLC $779,350 0.15% 25,987
Mid CHOREO, LLC $775,481 0.15% 25,858
Micro Plan A Wealth LLC $755,748 0.15% 25,200
Small TRED AVON FAMILY WEALTH, LLC $755,448 0.15% 25,190
Small Investment Research Partners LLC $744,471 0.15% 24,824
Mid Systematic Alpha Investments, LLC $744,051 0.15% 24,810
Large HRT FINANCIAL LP $732,895 0.14% 24,438
Mid Sanctuary Advisors, LLC $699,876 0.14% 23,337
Large Lido Advisors, LLC $696,757 0.14% 23,233
Mid Compound Planning, Inc. $694,568 0.14% 23,160
Mid Savvy Advisors, Inc. $689,740 0.14% 22,999
Small Versant Capital Management, Inc $633,868 0.12% 21,136
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $633,778 0.12% 21,133
Mid Brooklyn Investment Group $616,564 0.12% 20,559
Mid Curi Capital, LLC $612,455 0.12% 20,422
Mid Venturi Wealth Management, LLC $608,047 0.12% 20,275
Large GLENMEDE TRUST CO NA Bank $592,632 0.12% 19,761
Large TRUIST FINANCIAL CORP $571,699 0.11% 19,063
Mid Summit Trail Advisors, LLC $564,231 0.11% 18,814
Mid Savant Capital, LLC $554,125 0.11% 18,477
Mid Ethic Inc. $538,350 0.11% 17,951
Mid Aquatic Capital Management LLC $528,123 0.10% 17,610
Micro JMN Financial LLC $504,281 0.10% 16,815
Large Vident Advisory, LLC $502,241 0.10% 16,747
Mid SIGNATUREFD, LLC $498,103 0.10% 16,609

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