IX · Orix Corp · Holdings

$40.11 +1.02 (+2.61%) At close · Sep 11

Market Cap

$40.65B

1.04B

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 319

Total Value: $1,419,054,459

Total Shares: 37,304,276

Showing 1–100 of 319 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 319 13F filers · Δ vs Mar 31, 2026

Top Holder

16.2%

−1.3 pts

Top 5

47.8%

−2.1 pts

Top 10

63.7%

−1.4 pts

HHI

647

Broadly held−65

Quarterly Activity

vs Mar 31, 2026

New

Increased

147

Decreased

Sold Out

Unchanged

Holder count: +36

Institutional value: +38.9%

Shares held: +9.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega Clearbridge Investments, LLC	+703,278	1,752,822
Mega BANK OF AMERICA CORP /DE/	+331,717	3,225,609
Large NATIXIS ADVISORS, LLC	+278,382	1,048,981
Mega ENVESTNET ASSET MANAGEMENT INC	+274,264	785,332
Mega JPMORGAN CHASE & CO	+250,546	564,688

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	−98,619	42,137
Mega BNP PARIBAS ARBITRAGE, SA	−39,460	8,758
Mega BlackRock, Inc.	−35,753	903,214
Mega DIMENSIONAL FUND ADVISORS LP	−25,037	7,520
Small Strategic Global Advisors, LLC	−24,068	8,760

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Artemis Investment Management LLP	85,561	$3,254,740
Large TD Waterhouse Canada Inc.	28,548	$1,085,965
Micro OneAscent Investment Solutions LLC	27,978	$1,064,283
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	27,725	$1,054,659
Mid Campbell & CO Investment Adviser LLC	27,258	$1,036,894

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega JANE STREET GROUP, LLC	167,463	$5,022,215
Large Calamos Advisors LLC	163,340	$4,898,566
Large RENAISSANCE TECHNOLOGIES LLC	109,600	$3,286,904
Small DGS Capital Management, LLC	64,937	$1,947,460
Large CWM, LLC	57,631	$1,728,353

Filter: New 63 Increased 147 Reduced 57 Sold out 27 Unchanged 52

Showing 100 of 319

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$229,530,087

16.17%

6,033,914

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	130,998	$4,983,163	2.2%	Defined
STRATEGIC ADVISERS LLC	5,902,491	$224,530,757	97.8%	Defined
Fidelity Diversifying Solutions LLC	425	$16,167	0.0%	Defined

MORGAN STANLEY

$190,149,250

13.40%

4,998,666

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	23	$874	0.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1,258,893	$47,888,289	25.2%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	7,588	$288,647	0.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	69,081	$2,627,841	1.4%	Defined
Morgan Stanley Bank, N.A.	4,657	$177,152	0.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3,657,502	$139,131,375	73.2%	Defined
EATON VANCE MANAGEMENT	922	$35,072	0.0%	Defined

BANK OF AMERICA CORP /DE/

$122,702,165

8.65%

3,225,609

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	87,106	$3,313,512	2.7%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	537,648	$20,452,129	16.7%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	2,600,855	$98,936,524	80.6%	Defined

TODD ASSET MANAGEMENT LLC

$69,328,318

4.89%

1,822,511

Clearbridge Investments, LLC

$66,677,348

4.70%

1,752,822

NORTHERN TRUST CORP

$51,607,535

3.64%

1,356,665

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	1,356,665	$51,607,535	100.0%	Defined

Cullen Capital Management, LLC

$46,440,981

3.27%

1,220,846

AMERICAN CENTURY COMPANIES INC

$44,065,992

3.11%

1,158,412

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	1,158,412	$44,065,992	100.0%	Defined

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

$43,631,880

3.07%

1,147,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TODD INTL INTRINSIC VALUE	1,076,300	$40,942,452	93.8%	Sole
MED TODD INTL INTRINSIC VALUE	70,700	$2,689,428	6.2%	Sole

NATIXIS ADVISORS, LLC

$39,903,237

2.81%

1,048,981

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	1,048,981	$39,903,237	100.0%	Defined

Quantinno Capital Management LP

$39,489,019

2.78%

1,038,092

BlackRock, Inc.

$34,358,259

2.42%

903,214

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,951	$74,216	0.2%	Sole
BlackRock Fund Advisors	18,817	$715,798	2.1%	Sole
Aperio Group, LLC	882,035	$33,552,611	97.7%	Sole
SpiderRock Advisors, LLC	411	$15,634	0.0%	Sole

ENVESTNET ASSET MANAGEMENT INC

$29,874,029

2.11%

785,332

JONES FINANCIAL COMPANIES LLLP

$24,887,821

1.75%

654,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	654,192	$24,885,463	100.0%	Sole
Edward Jones Trust Company	62	$2,358	0.0%	Sole

JPMORGAN CHASE & CO

$21,480,726

1.51%

564,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	8,355	$317,823	1.5%	Other
JPMorgan Chase Bank, N.A.	284,673	$10,828,960	50.4%	Other
J.P. Morgan Investment Management Inc.	223,894	$8,516,927	39.6%	Defined
J.P. Morgan Securities LLC	46,989	$1,787,460	8.3%	Defined
J.P. Morgan Securities plc	18	$684	0.0%	Defined
55I, LLC	759	$28,872	0.1%	Other

WELLS FARGO & COMPANY/MN

$19,791,449

1.39%

520,280

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	2,602	$98,980	0.5%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	89,146	$3,391,113	17.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	428,462	$16,298,694	82.4%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	70	$2,662	0.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$14,891,100

1.05%

391,459

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$14,566,809

1.03%

382,934

EAGLE GLOBAL ADVISORS LLC

$13,243,549

0.93%

348,148

AQR CAPITAL MANAGEMENT LLC

$10,681,782

0.75%

280,804

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DOPKINS WEALTH MANAGEMENT, LLC	697	$26,513	0.2%	Other
Arax Advisory Partners	4,920	$187,156	1.8%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	911	$34,654	0.3%	Other
Held directly	274,276	$10,433,459	97.7%	Defined

RAYMOND JAMES FINANCIAL INC

$10,311,122

0.73%

271,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	259,853	$9,884,808	95.9%	Defined
Raymond James Financial Services Advisors, Inc.	11,207	$426,314	4.1%	Defined

Curi Capital, LLC

$8,367,696

0.59%

219,971

Gilman Hill Asset Management, LLC

$7,583,844

0.53%

199,365

Calamos Wealth Management LLC

$6,920,312

0.49%

181,922

SEI INVESTMENTS CO

$6,799,155

0.48%

178,737

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	178,737	$6,799,155	100.0%	Sole

MERCER GLOBAL ADVISORS INC /ADV

$6,679,709

0.47%

175,597

Bank of New York Mellon Corp

$6,582,629

0.46%

173,045

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware	1,559	$59,304	0.9%	Defined
BNY Mellon, NA joint	134,338	$5,110,216	77.6%	Defined
BNY Mellon Advisors, Inc. joint	37,146	$1,413,033	21.5%	Defined
Held directly	2	$76	0.0%	Defined

OPPENHEIMER ASSET MANAGEMENT INC.

$6,480,988

0.46%

170,373

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ClearBridge Advisors	25,952	$987,214	15.2%	Other
Schafer Cullen Capital Mgmt	144,421	$5,493,774	84.8%	Other

QRG CAPITAL MANAGEMENT, INC.

$6,329,665

0.45%

166,395

Boston Common Asset Management, LLC

$6,312,699

0.44%

165,949

Gradient Investments LLC

$6,282,344

0.44%

165,151

Connor, Clark & Lunn Investment Management Ltd.

$6,183,782

0.44%

162,560

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	162,560	$6,183,782	100.0%	Sole

Crossmark Global Holdings, Inc.

$5,430,666

0.38%

142,762

Vanguard Personalized Indexing Management, LLC

$5,307,492

0.37%

139,524

Cerity Partners LLC

$4,992,216

0.35%

131,236

RITHOLTZ WEALTH MANAGEMENT

$4,897,155

0.35%

128,737

ROYAL BANK OF CANADA

$4,605,197

0.32%

121,062

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	102,371	$3,894,192	84.6%	Defined
RBC Dominion Securities Inc.	15,336	$583,381	12.7%	Defined
RBC Trust Co (Delaware) Ltd	1,277	$48,577	1.1%	Defined
RBC Rochdale, LLC	2,078	$79,047	1.7%	Defined

Pathstone Holdings, LLC

$4,588,573

0.32%

120,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	113,234	$4,307,421	93.9%	Defined
Willow Street Trust Co of Wyoming, LLC	549	$20,883	0.5%	Other
Held directly	6,842	$260,269	5.7%	Sole

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

$4,351,776

0.31%

114,400

Orion Porfolio Solutions, LLC

$4,278,016

0.30%

112,461

MML INVESTORS SERVICES, LLC

$4,074,426

0.29%

107,109

BTC Capital Management, Inc.

$4,058,790

0.29%

106,698

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANKERS TRUST CO	29,524	$1,123,092	27.7%	Defined
Held directly	77,174	$2,935,698	72.3%	Sole

Callan Family Office, LLC

$3,999,297

0.28%

105,134

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$3,693,151

0.26%

97,086

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	97,086	$3,693,151	100.0%	Defined

NAPLES GLOBAL ADVISORS, LLC

$3,561,190

0.25%

93,617

US BANCORP \DE\

$3,519,992

0.25%

92,534

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	90,293	$3,434,745	97.6%	Defined
U.S. BANCORP ADVISORS, LLC	2,241	$85,247	2.4%	Defined

Vise Technologies, Inc.

$3,444,560

0.24%

90,551

Mariner, LLC

$3,371,295

0.24%

88,625

Henry James International Management Inc.

$3,353,948

0.24%

88,169

Artemis Investment Management LLP

$3,254,740

0.23%

85,561

Qube Research & Technologies Ltd

$3,197,338

0.23%

84,052

LPL Financial LLC

$3,157,053

0.22%

82,993

Laird Norton Wetherby Trust Company, LLC

$2,813,438

0.20%

73,960

QUADRANT CAPITAL GROUP LLC

$2,782,017

0.20%

73,134

&PARTNERS

$2,760,562

0.19%

72,570

UBS Group AG

$2,757,443

0.19%

72,488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	69,454	$2,642,030	95.8%	Defined
UBS AG	3,032	$115,337	4.2%	Defined
UBS Securities LLC	2	$76	0.0%	Defined

FIRST TRUST ADVISORS LP

$2,537,610

0.18%

66,709

Lester Murray Antman dba SimplyRich

$2,527,719

0.18%

66,449

PARADIGM ASSET MANAGEMENT CO LLC

$2,525,856

0.18%

66,400

Advisors Asset Management, Inc.

$2,295,637

0.16%

60,348

HighTower Advisors, LLC

$2,231,046

0.16%

58,650

IEQ CAPITAL, LLC

$2,038,982

0.14%

53,601

AMERIPRISE FINANCIAL INC

$2,037,041

0.14%

53,550

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	49,291	$1,875,029	92.0%	Defined
Ameriprise Financial Services, LLC	4,202	$159,844	7.8%	Defined
Ameriprise Bank, FSB	57	$2,168	0.1%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$2,002,842

0.14%

52,651

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	51,166	$1,946,353	97.2%	Defined
PNC Delaware Trust Company	705	$26,818	1.3%	Defined
PNC Wealth Management LLC	780	$29,671	1.5%	Defined

Ativo Capital Management LLC

$1,945,517

0.14%

51,144

STIFEL FINANCIAL CORP

$1,901,503

0.13%

49,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	48,836	$1,857,721	97.7%	Defined
Stifel Independent Advisors, LLC	374	$14,226	0.7%	Defined
1919 Investment Counsel, LLC	147	$5,591	0.3%	Defined
Held directly	630	$23,965	1.3%	Defined

CITIGROUP INC

$1,840,337

0.13%

48,379

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	2,879	$109,517	6.0%	Defined
Citigroup Financial Products Inc. joint	45,500	$1,730,820	94.0%	Defined

Corient Private Wealth LLC

$1,739,340

0.12%

45,724

NEUBERGER BERMAN GROUP LLC

$1,725,988

0.12%

45,373

Sanctuary Advisors, LLC

$1,706,778

0.12%

44,868

TWO SIGMA INVESTMENTS, LP

$1,602,891

0.11%

42,137

GOLDMAN SACHS GROUP INC

$1,515,932

0.11%

39,851

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	39,851	$1,515,932	100.0%	Defined

RHUMBLINE ADVISERS

$1,512,242

0.11%

39,754

BANK OF MONTREAL /CAN/

$1,469,217

0.10%

38,623

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	7,125	$271,035	18.4%	Defined
BMO Family Office, LLC	3,841	$146,111	9.9%	Defined
BMO NESBITT BURNS INC.	18,863	$717,548	48.8%	Defined
BMO PRIVATE INVESTMENT COUNSEL INC.	8,794	$334,523	22.8%	Defined

Focus Partners Wealth

$1,443,237

0.10%

37,940

Creative Planning

$1,425,243

0.10%

37,467

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	194	$7,379	0.5%	Defined
Held directly	37,273	$1,417,864	99.5%	Sole

GREENLEAF TRUST

$1,380,852

0.10%

36,300

MILLENNIUM MANAGEMENT LLC

$1,348,213

0.10%

35,442

FIFTH THIRD BANCORP

$1,309,184

0.09%

34,416

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	34,416	$1,309,184	100.0%	Defined

Aaron Wealth Advisors LLC

$1,257,450

0.09%

33,056

Cetera Investment Advisers

$1,252,505

0.09%

32,926

Kathmere Capital Management, LLC

$1,228,996

0.09%

32,308

Allspring Global Investments Holdings, LLC

$1,225,458

0.09%

32,215

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Funds Management, LLC reporting on behalf of Morgan Stanley Smith Barney, LLC	32,135	$1,222,415	99.8%	Defined
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	80	$3,043	0.2%	Defined

STATE STREET CORP

$1,222,415

0.09%

32,135

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	32,135	$1,222,415	100.0%	Defined

Caprock Group, LLC

$1,185,935

0.08%

31,176

Savant Capital, LLC

$1,185,136

0.08%

31,155

PARK AVENUE SECURITIES LLC

$1,174,789

0.08%

30,883

Ethic Inc.

$1,154,057

0.08%

30,338

SYON CAPITAL LLC

$1,135,950

0.08%

29,862

Dynasty Wealth Management, LLC

$1,117,272

0.08%

29,371

TD Waterhouse Canada Inc.

$1,085,965

0.08%

28,548

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	28,548	$1,085,965	100.0%	Defined

OneAscent Investment Solutions LLC

$1,064,283

0.07%

27,978

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

$1,063,598

0.07%

27,960

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

$1,054,659

0.07%

27,725

Hennion & Walsh Asset Management, Inc.

$1,048,991

0.07%

27,576

Investment Research Partners LLC

$1,038,606

0.07%

27,303

Campbell & CO Investment Adviser LLC

$1,036,894

0.07%

27,258

Plan A Wealth LLC

$1,036,095

0.07%

27,237

Sequoia Financial Advisors, LLC

$1,002,734

0.07%

26,360

CHOREO, LLC

$1,001,593

0.07%

26,330

Key facts CIK 1070304 CUSIP 686330101 13F (30d) 90 filings 89 filers Visit website