IX · Orix Corp

$39.20 -1.02 (-2.54%) At close · Jul 28

Market Cap

$42.82B

1.09B

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.

Report Date:

Holders: 297

Total Value: $1,043,005,236

Total Shares: 34,284,063

Showing 1–100 of 297 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 281 13F filers

Top Holder

17.5%

of institutional value

Top 5

49.9%

of institutional value

Top 10

65.1%

of institutional value

HHI

713

Broadly held

Showing 100 of 297

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	First Owned	Type	Discretion	Filed
Mega FMR LLC	$178,260,649	17.09%	5,944,003	0.544%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega MORGAN STANLEY	$150,166,372	14.40%	5,007,215	0.458%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega BANK OF AMERICA CORP /DE/ Bank	$86,787,817	8.32%	2,893,892	0.265%	—	≤ Mar 2020	Shares	Defined	2026-05-18
Mid TODD ASSET MANAGEMENT LLC	$55,183,339	5.29%	1,840,058	0.168%	—	≤ Mar 2020	Shares	Sole	2026-05-12
Mega NORTHERN TRUST CORP Bank	$39,269,145	3.76%	1,309,408	0.120%	—	≤ Mar 2020	Shares	Defined	2026-05-14
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension	$34,398,530	3.30%	1,147,000	0.105%	—	≤ Mar 2020	Shares	Sole	2026-05-04
Mid Cullen Capital Management, LLC	$32,400,026	3.11%	1,080,361	0.099%	—	Mar 2026	Shares	Sole	2026-05-15
Mega Clearbridge Investments, LLC	$31,475,824	3.02%	1,049,544	0.096%	—	Mar 2026	Shares	Sole	2026-05-13
Mega AMERICAN CENTURY COMPANIES INC	$28,862,376	2.77%	962,400	0.088%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega BlackRock, Inc.	$28,159,618	2.70%	938,967	0.086%	—	Sep 2024	Shares	Sole	2026-05-13
Large Quantinno Capital Management LP	$27,723,205	2.66%	924,415	0.085%	—	Dec 2022	Shares	Sole	2026-05-15
Large NATIXIS ADVISORS, LLC	$23,110,264	2.22%	770,599	0.071%	—	≤ Mar 2020	Shares	Defined	2026-05-13
Large JONES FINANCIAL COMPANIES LLLP	$18,182,937	1.74%	606,300	0.056%	—	Dec 2023	Shares	Sole	2026-05-15
Mega ENVESTNET ASSET MANAGEMENT INC	$15,326,929	1.47%	511,068	0.047%	—	≤ Mar 2020	Shares	Sole	2026-05-04
Mega WELLS FARGO & COMPANY/MN	$13,795,788	1.32%	460,013	0.042%	—	≤ Mar 2020	Shares	Defined	2026-05-11
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$10,558,638	1.01%	352,072	0.032%	—	Mar 2023	Shares	Other	2026-05-15
Mid EAGLE GLOBAL ADVISORS LLC	$10,057,986	0.96%	335,378	0.031%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Mega JPMORGAN CHASE & CO	$9,421,114	0.90%	314,142	0.029%	—	≤ Mar 2020	Shares	Other	2026-05-13
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8,729,458	0.84%	291,079	0.027%	—	≤ Mar 2020	Shares	Other	2026-05-13
Small Gilman Hill Asset Management, LLC	$7,583,844	0.73%	199,365	0.018%	—	≤ Mar 2020	Shares	Sole	2026-07-09
Large QRG CAPITAL MANAGEMENT, INC.	$6,329,665	0.61%	166,395	0.015%	—	Sep 2023	Shares	Sole	2026-07-14
Mid Boston Common Asset Management, LLC	$6,312,699	0.61%	165,949	0.015%	—	≤ Mar 2020	Shares	Sole	2026-07-21
Mega RAYMOND JAMES FINANCIAL INC	$6,284,464	0.60%	209,552	0.019%	—	Dec 2024	Shares	Defined	2026-05-14
Mid Gradient Investments LLC	$6,282,344	0.60%	165,151	0.015%	—	Mar 2026	Shares	Sole	2026-07-08
Mid Crossmark Global Holdings, Inc.	$5,430,666	0.52%	142,762	0.013%	—	≤ Mar 2020	Shares	Sole	2026-07-16
Mega AQR CAPITAL MANAGEMENT LLC	$5,159,627	0.49%	172,045	0.016%	—	Mar 2024	Shares	Other	2026-05-15
Mega JANE STREET GROUP, LLC	$5,022,215	0.48%	167,463	0.015%	—	≤ Mar 2020	Shares	Defined	2026-05-12
Large MERCER GLOBAL ADVISORS INC /ADV	$4,972,342	0.48%	165,800	0.015%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Mid Calamos Wealth Management LLC	$4,898,566	0.47%	163,340	0.015%	—	Dec 2025	Shares	Sole	2026-05-04
Large Calamos Advisors LLC	$4,898,566	0.47%	163,340	0.015%	—	Mar 2022	Shares	Sole	2026-05-04
Mid OPPENHEIMER ASSET MANAGEMENT INC.	$4,814,653	0.46%	160,542	0.015%	—	Mar 2026	Shares	Other	2026-04-24
Large SEI INVESTMENTS CO	$4,784,244	0.46%	159,528	0.015%	—	≤ Mar 2020	Shares	Sole	2026-05-13
Mega Bank of New York Mellon Corp Bank	$4,632,761	0.44%	154,477	0.014%	—	≤ Mar 2020	Shares	Defined	2026-05-05
Mega TWO SIGMA INVESTMENTS, LP	$4,221,272	0.40%	140,756	0.013%	—	Dec 2024	Shares	Sole	2026-05-15
Mid BTC Capital Management, Inc.	$4,058,790	0.39%	106,698	0.010%	—	≤ Mar 2020	Shares	Defined	2026-07-16
Mid Vanguard Personalized Indexing Management, LLC	$4,039,503	0.39%	134,695	0.012%	—	Jun 2020	Shares	Sole	2026-05-14
Large Pathstone Holdings, LLC	$3,699,626	0.35%	123,362	0.011%	—	Dec 2023	Shares	Sole	2026-05-11
Large Cerity Partners LLC	$3,688,529	0.35%	122,992	0.011%	—	Dec 2021	Shares	Sole	2026-05-15
Mid NAPLES GLOBAL ADVISORS, LLC	$3,561,190	0.34%	93,617	0.009%	—	≤ Mar 2020	Shares	Sole	2026-07-23
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension	$3,430,856	0.33%	114,400	0.010%	—	Mar 2022	Shares	Sole	2026-05-14
Small Henry James International Management Inc.	$3,353,948	0.32%	88,169	0.008%	—	≤ Mar 2020	Shares	Sole	2026-07-09
Large RENAISSANCE TECHNOLOGIES LLC	$3,286,904	0.32%	109,600	0.010%	—	≤ Mar 2020	Shares	Sole	2026-05-14
Large Artemis Investment Management LLP	$3,254,740	0.31%	85,561	0.008%	—	Jun 2026	Shares	Sole	2026-07-23
Mid RITHOLTZ WEALTH MANAGEMENT	$3,121,869	0.30%	104,097	0.010%	—	Mar 2021	Shares	Sole	2026-04-20
Mid Callan Family Office, LLC Family Office	$3,120,099	0.30%	104,038	0.010%	—	Dec 2024	Shares	Sole	2026-05-13
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2,911,609	0.28%	97,086	0.009%	—	Sep 2020	Shares	Defined	2026-05-13
Mid Orion Porfolio Solutions, LLC	$2,895,264	0.28%	96,541	0.009%	—	Jun 2021	Shares	Sole	2026-05-13
Mega ROYAL BANK OF CANADA Bank	$2,652,613	0.25%	88,450	0.008%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Large Mariner, LLC	$2,306,440	0.22%	76,907	0.007%	—	Sep 2022	Shares	Other	2026-05-13
Large US BANCORP \DE\ Bank	$2,294,114	0.22%	76,496	0.007%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mid Laird Norton Wetherby Trust Company, LLC Bank	$2,227,477	0.21%	74,274	0.007%	—	Mar 2025	Shares	Sole	2026-05-15
Mid QUADRANT CAPITAL GROUP LLC	$2,193,288	0.21%	73,134	0.007%	—	≤ Mar 2020	Shares	Sole	2026-05-13
Large Connor, Clark & Lunn Investment Management Ltd.	$2,112,525	0.20%	70,441	0.006%	—	Jun 2024	Shares	Sole	2026-05-11
Large &PARTNERS	$2,066,191	0.20%	68,896	0.006%	—	Jun 2024	Shares	Sole	2026-05-15
Mid Vise Technologies, Inc.	$2,009,000	0.19%	66,989	0.006%	—	Dec 2024	Shares	Sole	2026-04-21
Mega FIRST TRUST ADVISORS LP	$1,996,554	0.19%	66,574	0.006%	—	Dec 2024	Shares	Sole	2026-05-13
Mega UBS Group AG	$1,993,495	0.19%	66,472	0.006%	—	≤ Mar 2020	Shares	Defined	2026-05-05
Small PARADIGM ASSET MANAGEMENT CO LLC	$1,991,336	0.19%	66,400	0.006%	—	Sep 2022	Shares	Sole	2026-05-12
Large MML INVESTORS SERVICES, LLC	$1,990,556	0.19%	66,374	0.006%	—	Dec 2023	Shares	Defined	2026-05-04
Mega LPL Financial LLC	$1,978,800	0.19%	65,982	0.006%	—	≤ Mar 2020	Shares	Sole	2026-05-06
Small DGS Capital Management, LLC	$1,947,460	0.19%	64,937	0.006%	—	Dec 2021	Shares	Sole	2026-04-28
Large HighTower Advisors, LLC	$1,912,372	0.18%	63,767	0.006%	—	Jun 2023	Shares	Sole	2026-05-05
Small Lester Murray Antman dba SimplyRich	$1,896,387	0.18%	63,234	0.006%	—	Jun 2020	Shares	Sole	2026-05-01
Large CWM, LLC	$1,728,353	0.17%	57,631	0.005%	—	≤ Mar 2020	Shares	Sole	2026-05-14
Mega GOLDMAN SACHS GROUP INC	$1,715,217	0.16%	57,193	0.005%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mid Advisors Asset Management, Inc.	$1,706,610	0.16%	56,906	0.005%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Large IEQ CAPITAL, LLC	$1,540,136	0.15%	51,355	0.005%	—	Jun 2025	Shares	Other	2026-05-15
Micro Ativo Capital Management LLC	$1,533,958	0.15%	51,149	0.005%	—	Mar 2022	Shares	Sole	2026-05-01
Mega AMERIPRISE FINANCIAL INC	$1,475,836	0.14%	49,211	0.005%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega BNP PARIBAS ARBITRAGE, SA	$1,446,057	0.14%	48,218	0.004%	—	Dec 2021	Shares	Defined	2026-05-12
Mega PNC FINANCIAL SERVICES GROUP, INC.	$1,399,361	0.13%	46,661	0.004%	—	≤ Mar 2020	Shares	Defined	2026-05-08
Mid GREENLEAF TRUST	$1,380,852	0.13%	36,300	0.003%	—	≤ Mar 2020	Shares	Defined	2026-07-21
Mega CITIGROUP INC	$1,331,825	0.13%	44,409	0.004%	—	≤ Mar 2020	Shares	Defined	2026-05-11
Large Corient Private Wealth LLC	$1,277,903	0.12%	42,611	0.004%	—	Mar 2023	Shares	Other	2026-05-15
Mid Aaron Wealth Advisors LLC	$1,257,450	0.12%	33,056	0.003%	—	Sep 2023	Shares	Sole	2026-07-16
Mid Caprock Group, LLC	$1,185,935	0.11%	31,176	0.003%	—	Jun 2024	Shares	Sole	2026-07-27
Mid PARK AVENUE SECURITIES LLC Broker-Dealer	$1,174,789	0.11%	30,883	0.003%	—	Sep 2023	Shares	Sole	2026-07-20
Mega RHUMBLINE ADVISERS	$1,129,033	0.11%	37,647	0.003%	—	Sep 2020	Shares	Sole	2026-05-12
Large TD Waterhouse Canada Inc.	$1,085,965	0.10%	28,548	0.003%	—	Jun 2026	Shares	Defined	2026-07-27
Large FIFTH THIRD BANCORP Bank	$1,071,362	0.10%	35,724	0.003%	—	≤ Mar 2020	Shares	Defined	2026-05-01
Mid FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1,063,598	0.10%	27,960	0.003%	—	Dec 2020	Shares	Sole	2026-07-23
Mid Hennion & Walsh Asset Management, Inc.	$1,048,991	0.10%	27,576	0.003%	—	Mar 2026	Shares	Sole	2026-07-08
Large Focus Partners Wealth	$1,037,144	0.10%	34,583	0.003%	—	Jun 2025	Shares	Sole	2026-05-15
Micro Plan A Wealth LLC	$1,036,095	0.10%	27,237	0.002%	—	Jun 2025	Shares	Sole	2026-07-14
Mid Sequoia Financial Advisors, LLC	$1,002,734	0.10%	26,360	0.002%	—	Mar 2022	Shares	Sole	2026-07-17
Small Strategic Global Advisors, LLC	$984,511	0.09%	32,828	0.003%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Mega NEUBERGER BERMAN GROUP LLC	$983,311	0.09%	32,788	0.003%	—	≤ Mar 2020	Shares	Defined	2026-05-14
Mega DIMENSIONAL FUND ADVISORS LP	$976,384	0.09%	32,557	0.003%	—	≤ Mar 2020	Shares	Sole	2026-05-07
Large Creative Planning	$973,175	0.09%	32,450	0.003%	—	Dec 2020	Shares	Sole	2026-05-12
Mega STATE STREET CORP	$963,728	0.09%	32,135	0.003%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mid Atria Investments, Inc	$935,365	0.09%	24,589	0.002%	—	Dec 2025	Shares	Sole	2026-07-28
Large Qube Research & Technologies Ltd	$924,891	0.09%	30,840	0.003%	—	Sep 2020	Shares	Sole	2026-05-15
Large TRUIST FINANCIAL CORP	$904,895	0.09%	23,788	0.002%	—	Mar 2024	Shares	Defined	2026-07-28
Large Allspring Global Investments Holdings, LLC	$891,992	0.09%	29,743	0.003%	—	Dec 2021	Shares	Defined	2026-05-05
Small Kathmere Capital Management, LLC	$890,852	0.09%	29,705	0.003%	—	Mar 2023	Shares	Sole	2026-04-28
Mid Venturi Wealth Management, LLC	$864,535	0.08%	22,727	0.002%	—	Jun 2024	Shares	Other	2026-07-20
Mid SYON CAPITAL LLC	$857,384	0.08%	28,589	0.003%	—	Jun 2025	Shares	Sole	2026-05-13
Large Cetera Investment Advisers	$828,173	0.08%	27,615	0.003%	—	Sep 2025	Shares	Sole	2026-05-13
Large STIFEL FINANCIAL CORP	$818,815	0.08%	27,303	0.002%	—	≤ Mar 2020	Shares	Defined	2026-05-12
Small Dynasty Wealth Management, LLC	$804,241	0.08%	26,817	0.002%	—	Sep 2025	Shares	Sole	2026-05-14
No holders match your search.

Key facts CIK 1070304 CUSIP 686330101 13F (30d) 120 filings 95 filers Visit website