IX · Orix Corp · Shareholders & Ownership
$37.01
+0.42 (+1.13%)
At close · Oct 27
Return incl. dividend (before tax)
Q2 2026 earnings call transcript
Market Cap
$39.39B
Shares
1.08B
Volume · Oct 27
105.93K
Avg daily vol (3M)
311.21K
Every disclosed holder of IX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns IX
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 37,224,736 | — |
| Insiders (Forms 3, 4, 5) | 262,133 | — |
| 13D/G-only blocks | 55,783,120 | — |
| Registered funds (N-PORT, not summed) | 1,454,228 | — |
% Out is unavailable: a foreign private issuer reports ordinary shares, a different unit from the listed shares.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of IX
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group, Inc.
13G
CIK 1475365 · Bank · Jun 30, 2026
Rule 13d-1(b), qualified institution
|
55,783,120 | ||
| 2 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,033,914 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,998,666 | ||
| 4 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,225,609 | ||
| 5 |
TODD ASSET MANAGEMENT LLC
13F
CIK 1071483 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,822,511 | ||
| 6 |
Clearbridge Investments, LLC
13F
CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,752,822 | ||
| 7 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,356,665 | ||
| 8 |
Cullen Capital Management, LLC
13F
CIK 1362535 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,220,846 | ||
| 9 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,158,412 | ||
| 10 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
13F
CIK 714142 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,147,000 | ||
| 11 |
NATIXIS ADVISORS, LLC
13F
CIK 1018331 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,048,981 | ||
| 12 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,038,092 | ||
| 13 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
903,214 | ||
| 13.1 |
iShares Dynamic Equity Active ETF
Fund
S000090468 · Registered fund · Jul 31, 2026
BlackRock ETF Trust, not summed
|
22,893 | ||
| 14 |
Avantis International Equity ETF
Fund
S000066456 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
823,116 | ||
| 15 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
785,332 | ||
| 16 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
654,254 | ||
| 17 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
564,688 | ||
| 18 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
520,280 | ||
| 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
CIK 1423442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
391,459 | ||
| 20 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
382,934 | ||
| 21 |
EAGLE GLOBAL ADVISORS LLC
13F
CIK 1130787 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
348,148 | ||
| 22 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
280,804 | ||
| 23 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
271,060 | ||
| 24 |
Curi Capital, LLC
13F
CIK 1332905 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
219,971 | ||
| 25 |
Gilman Hill Asset Management, LLC
13F
CIK 1551969 · Registered investment adviser · Sep 30, 2026
|
198,500 | ||
| 26 |
Calamos Wealth Management LLC
13F
CIK 1455258 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
181,922 | ||
| 27 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
178,737 | ||
| 28 |
MERCER GLOBAL ADVISORS INC /ADV
13F
CIK 853758 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
175,597 | ||
| 29 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
173,045 | ||
| 30 |
Avantis International Large Cap Value ETF
Fund
S000072997 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
172,386 | ||
| 31 |
OPPENHEIMER ASSET MANAGEMENT INC.
13F
CIK 1269119 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
170,373 | ||
| 32 |
QRG CAPITAL MANAGEMENT, INC.
13F
CIK 1996454 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
166,395 | ||
| 33 |
Connor, Clark & Lunn Investment Management Ltd.
13F
CIK 1596800 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
162,560 | ||
| 34 |
Timothy Plan International Fund
Fund
S000017790 · Registered fund · Jun 30, 2026
TIMOTHY PLAN, not summed
|
161,000 | ||
| 35 |
Gradient Investments LLC
13F
CIK 1542265 · Unknown · Sep 30, 2026
|
160,643 | ||
| 36 |
Boston Common Asset Management, LLC
13F
CIK 1409427 · Registered investment adviser · Sep 30, 2026
|
150,353 | ||
| 37 |
Vanguard Personalized Indexing Management, LLC
13F
CIK 1767306 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
139,524 | ||
| 38 |
|
131,600 | ||
| 39 |
Cerity Partners LLC
13F
CIK 1566475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
131,236 | ||
| 40 |
RITHOLTZ WEALTH MANAGEMENT
13F
CIK 1698218 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,737 | ||
| 41 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,062 | ||
| 42 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
120,625 | ||
| 43 |
Crossmark Global Holdings, Inc.
13F
CIK 1539204 · Unknown · Sep 30, 2026
|
115,171 | ||
| 44 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
CIK 1535845 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
114,400 | ||
| 45 |
Orion Porfolio Solutions, LLC
13F
CIK 1360533 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
112,461 | ||
| 46 |
MML INVESTORS SERVICES, LLC
13F
CIK 701059 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
107,109 | ||
| 47 |
BTC Capital Management, Inc.
13F
CIK 1611848 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
106,698 | ||
| 48 |
Callan Family Office, LLC
13F
CIK 1938970 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
105,134 | ||
| 49 |
|
105,000 | ||
| 50 |
Steward Values Enhanced International Fund
Fund
S000010863 · Registered fund · Jul 31, 2026
Steward Funds Inc, not summed
|
102,012 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 347 holders
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Key facts
CIK
1070304
CUSIP
686330101
13F (30d)
85 filings
82 filers
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