ORIX CORP (IX) — Institutional Holders, Q2 2026

322 institutional investment managers reported a IX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← IX stock profile

IX in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

148

Trimmed

Sold out

Biggest buyers

Clearbridge InvestmentsAdded · +703,278 sh+$26.8M
BANK OF AMERICAAdded · +331,717 sh+$12.6M
NATIXIS ADVISORSAdded · +278,382 sh+$10.6M
ENVESTNET ASSET MANAGEMENTAdded · +274,264 sh+$10.4M
JPMORGAN CHASEAdded · +250,546 sh+$9.5M

Biggest sellers

JANE STREET GROUPSold out · -167,463 sh-$6.4M
Calamos AdvisorsSold out · -163,340 sh-$6.2M
RENAISSANCE TECHNOLOGIESSold out · -109,600 sh-$4.2M
TWO SIGMA INVESTMENTSTrimmed · -98,619 sh-$3.8M
QUADRANT CAPITAL GROUPTrimmed · -73,134 sh-$2.8M

IX 13F holders ranked 1–100 of 322

Institutional investors reporting a position in ORIX CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 6,033,914 sh	6,033,914	$229.5M	0.01%	+1.5%
2	MORGAN STANLEY#2 · 4,998,666 sh	4,998,666	$190.1M	0.01%	-0.2%
3	BANK OF AMERICA#3 · 3,225,609 sh	3,225,609	$122.7M	<0.01%	+11.5%
4	TODD ASSET MANAGEMENT#4 · 1,822,511 sh	1,822,511	$69.3M	1.23%	-1.0%
5	Clearbridge Investments#5 · 1,752,822 sh	1,752,822	$66.7M	0.06%	+67.0%
6	NORTHERN#6 · 1,356,665 sh	1,356,665	$51.6M	<0.01%	+3.6%
7	Cullen Capital Management#7 · 1,220,846 sh	1,220,846	$46.4M	0.46%	+13.0%
8	AMERICAN CENTURY COMPANIES#8 · 1,158,412 sh	1,158,412	$44.1M	0.02%	+20.4%
9	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#9 · 1,147,000 sh	1,147,000	$43.6M	0.30%	0.0%
10	NATIXIS ADVISORS#10 · 1,048,981 sh	1,048,981	$39.9M	0.04%	+36.1%
11	Quantinno Capital Management#11 · 1,038,092 sh	1,038,092	$39.5M	0.05%	+12.3%
12	BlackRock#12 · 903,214 sh	903,214	$34.4M	<0.01%	-3.8%
13	ENVESTNET ASSET MANAGEMENT#13 · 785,332 sh	785,332	$29.9M	<0.01%	+53.7%
14	JONES FINANCIAL COMPANIES LLLP#14 · 654,254 sh	654,254	$25.0M	0.01%	+7.9%
15	JPMORGAN CHASE#15 · 564,688 sh	564,688	$21.7M	<0.01%	+79.8%
16	WELLS FARGO & COMPANY#16 · 520,280 sh	520,280	$19.8M	<0.01%	+13.1%
17	O'SHAUGHNESSY ASSET MANAGEMENT#17 · 391,459 sh	391,459	$14.9M	0.07%	+34.5%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 382,934 sh	382,934	$14.6M	<0.01%	+8.8%
19	EAGLE GLOBAL ADVISORS#19 · 348,148 sh	348,148	$13.2M	0.44%	+3.8%
20	AQR CAPITAL MANAGEMENT#20 · 280,804 sh	280,804	$10.7M	<0.01%	+63.2%
21	RAYMOND JAMES FINANCIAL#21 · 271,060 sh	271,060	$10.3M	<0.01%	+29.4%
22	RMB Capital Management#22 · 219,971 sh	219,971	$8.3M	0.13%	+977.1%
23	Gilman Hill Asset Management#23 · 199,365 sh	199,365	$7.6M	—	-1.9%
24	Calamos Wealth Management#24 · 181,922 sh	181,922	$6.9M	0.21%	+11.4%
25	SEI INVESTMENTS#25 · 178,737 sh	178,737	$6.8M	<0.01%	+12.0%
26	MERCER GLOBAL ADVISORS#26 · 175,597 sh	175,597	$6.7M	<0.01%	+5.9%
27	Bank of New York Mellon#27 · 173,045 sh	173,045	$6.6M	<0.01%	+12.0%
28	Boston Common Asset Management#28 · 172,658 sh	172,658	$6.6M	—	-5.8%
29	OPPENHEIMER ASSET MANAGEMENT#29 · 170,373 sh	170,373	$6.5M	0.07%	+6.1%
30	QRG CAPITAL MANAGEMENT#30 · 166,395 sh	166,395	$6.3M	0.05%	+8.5%
31	Gradient Investments#31 · 165,151 sh	165,151	$6.3M	—	+4.9%
32	Connor, Clark & Lunn Investment Management Ltd.#32 · 162,560 sh	162,560	$6.2M	0.01%	+130.8%
33	Crossmark Global#33 · 142,762 sh	142,762	$5.4M	—	-1.0%
34	Vanguard Personalized Indexing Management#34 · 139,524 sh	139,524	$5.3M	0.04%	+3.6%
35	Cerity Partners#35 · 131,236 sh	131,236	$5.0M	<0.01%	+6.7%
36	RITHOLTZ WEALTH MANAGEMENT#36 · 128,737 sh	128,737	$4.9M	0.07%	+23.7%
37	ROYAL BANK OF CANADA#37 · 121,062 sh	121,062	$4.6M	<0.01%	+36.9%
38	Pathstone#38 · 120,625 sh	120,625	$4.6M	0.01%	-2.2%
39	HEALTHCARE OF ONTARIO PENSION PLAN FUND#39 · 114,400 sh	114,400	$4.4M	<0.01%	0.0%
40	Orion Porfolio Solutions#40 · 112,461 sh	112,461	$4.3M	0.03%	+16.5%
41	MML INVESTORS SERVICES#41 · 107,109 sh	107,109	$4.1M	<0.01%	+61.4%
42	BTC Capital Management#42 · 106,698 sh	106,698	$4.1M	0.25%	+104.1%
43	Callan Family Office#43 · 105,134 sh	105,134	$4.0M	0.08%	+1.1%
44	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#44 · 97,086 sh	97,086	$3.7M	<0.01%	0.0%
45	NAPLES GLOBAL ADVISORS#45 · 93,617 sh	93,617	$3.6M	0.22%	+0.4%
46	US BANCORP \DE\#46 · 92,534 sh	92,534	$3.5M	<0.01%	+21.0%
47	Vise Technologies#47 · 90,551 sh	90,551	$3.4M	0.04%	+35.2%
48	Mariner#48 · 88,625 sh	88,625	$3.4M	<0.01%	+15.2%
49	Henry James International Management#49 · 88,169 sh	88,169	$3.4M	—	-20.9%
50	Artemis Investment Management LLP#50 · 85,561 sh	85,561	$3.3M	—	New
51	Qube Research & Technologies Ltd#51 · 84,052 sh	84,052	$3.2M	<0.01%	+172.5%
52	LPL Financial#52 · 82,993 sh	82,993	$3.2M	<0.01%	+25.8%
53	Laird Norton Wetherby Company#53 · 73,960 sh	73,960	$2.8M	0.05%	-0.4%
54	QUADRANT CAPITAL GROUP#54 · 73,134 sh	73,134	$2.8M	—	-50.0%
55	UBS Group AG#55 · 72,488 sh	72,488	$2.8M	<0.01%	+9.1%
56	WILEY BROS.-AINTREE CAPITAL#56 · 72,570 sh	72,570	$2.8M	0.01%	+5.3%
57	FIRST ADVISORS#57 · 66,709 sh	66,709	$2.5M	<0.01%	+0.2%
58	Lester Murray Antman dba SimplyRich#58 · 66,449 sh	66,449	$2.5M	0.59%	+5.1%
59	PARADIGM ASSET MANAGEMENT#59 · 66,400 sh	66,400	$2.5M	0.54%	0.0%
60	Advisors Asset Management#60 · 60,348 sh	60,348	$2.3M	0.04%	+6.0%
61	HighTower Advisors#61 · 58,650 sh	58,650	$2.2M	<0.01%	-8.0%
62	AMERIPRISE FINANCIAL#62 · 53,550 sh	53,550	$2.0M	<0.01%	+8.8%
63	IEQ CAPITAL#63 · 53,601 sh	53,601	$2.0M	<0.01%	+4.4%
64	PNC FINANCIAL SERVICES GROUP#64 · 52,651 sh	52,651	$2.0M	<0.01%	+12.8%
65	Ativo Capital Management#65 · 51,144 sh	51,144	$1.9M	1.49%	0.0%
66	STIFEL FINANCIAL#66 · 49,987 sh	49,987	$1.9M	<0.01%	+83.1%
67	CITIGROUP#67 · 48,379 sh	48,379	$1.8M	<0.01%	+8.9%
68	Corient Private Wealth#68 · 45,724 sh	45,724	$1.7M	<0.01%	+7.3%
69	Neuberger Berman Group#69 · 45,373 sh	45,373	$1.7M	<0.01%	+38.4%
70	Sanctuary Advisors#70 · 44,868 sh	44,868	$1.7M	<0.01%	+92.3%
71	TWO SIGMA INVESTMENTS#71 · 42,137 sh	42,137	$1.6M	<0.01%	-70.1%
72	GOLDMAN SACHS GROUP#72 · 39,851 sh	39,851	$1.5M	<0.01%	-30.3%
73	RHUMBLINE ADVISERS#73 · 39,754 sh	39,754	$1.5M	<0.01%	+5.6%
74	BANK OF MONTREAL#74 · 38,623 sh	38,623	$1.5M	<0.01%	+48.5%
75	Focus Partners Wealth#75 · 37,940 sh	37,940	$1.4M	<0.01%	+9.7%
76	Creative Planning#76 · 37,467 sh	37,467	$1.4M	<0.01%	+15.5%
77	GREENLEAF#77 · 36,300 sh	36,300	$1.4M	0.01%	-2.9%
78	MILLENNIUM MANAGEMENT#78 · 35,442 sh	35,442	$1.3M	<0.01%	+77.7%
79	FIFTH THIRD BANCORP#79 · 34,416 sh	34,416	$1.3M	<0.01%	-3.7%
80	Aaron Wealth Advisors#80 · 33,056 sh	33,056	$1.3M	—	-2.8%
81	Cetera Investment Advisers#81 · 32,926 sh	32,926	$1.3M	<0.01%	+19.2%
82	Allspring Global Investments#82 · 32,215 sh	32,215	$1.2M	<0.01%	+8.3%
83	Kathmere Capital Management#83 · 32,308 sh	32,308	$1.2M	—	+8.8%
84	STATE STREET#84 · 32,135 sh	32,135	$1.2M	0.00%	0.0%
85	Caprock Group#85 · 31,176 sh	31,176	$1.2M	0.02%	-3.3%
86	PARK AVENUE SECURITIES#86 · 30,883 sh	30,883	$1.2M	—	+7.1%
87	Ethic#87 · 30,338 sh	30,338	$1.2M	0.01%	+69.0%
88	SYON CAPITAL#88 · 29,862 sh	29,862	$1.1M	0.05%	+4.5%
89	Dynasty Wealth Management#89 · 29,371 sh	29,371	$1.1M	<0.01%	+9.5%
90	TD Waterhouse Canada#90 · 28,548 sh	28,548	$1.1M	—	New
91	OneAscent Investment Solutions#91 · 27,978 sh	27,978	$1.1M	1.01%	New
92	FERGUSON WELLMAN CAPITAL MANAGEMENT#92 · 27,960 sh	27,960	$1.1M	—	0.0%
93	Savant Capital#93 · 31,155 sh	31,155	$1.1M	<0.01%	+68.6%
94	WILLIAM BLAIR INVESTMENT MANAGEMENT#94 · 27,725 sh	27,725	$1.1M	<0.01%	New
95	Hennion & Walsh Asset Management#95 · 27,576 sh	27,576	$1.0M	—	+94.9%
96	Investment Research Partners#96 · 27,303 sh	27,303	$1.0M	—	+10.0%
97	Campbell & Investment Adviser#97 · 27,258 sh	27,258	$1.0M	0.05%	New
98	Plan A Wealth#98 · 27,237 sh	27,237	$1.0M	—	+8.1%
99	Sequoia Financial Advisors#99 · 26,360 sh	26,360	$1.0M	<0.01%	+1.4%
100	CHOREO#100 · 26,330 sh	26,330	$1.0M	0.01%	+1.8%

Funds that sold out of IX in Q2 2026 (23)

Held IX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held IX in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
JANE STREET GROUP167,463 sh	167,463	$5.0M
Calamos Advisors163,340 sh	163,340	$4.9M
RENAISSANCE TECHNOLOGIES109,600 sh	109,600	$3.3M
CITADEL ADVISORS21,300 sh	21,300	$638.8K
VOLORIDGE INVESTMENT MANAGEMENT21,133 sh	21,133	$633.8K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP19,215 sh	19,215	$576.3K
Aquatic Capital Management17,610 sh	17,610	$528.1K
YOUSIF CAPITAL MANAGEMENT12,225 sh	12,225	$366.6K
Point72 Asset Management, L.P.8,386 sh	8,386	$251.5K
V-Square Quantitative Management1,617 sh	1,617	$48.5K
Addison Advisors1,537 sh	1,537	$46.1K
TWIN PEAKS WEALTH ADVISORS1,200 sh	1,200	$36.0K
MAI Capital Management735 sh	735	$22.0K
Advisory Services Network694 sh	694	$20.8K
Sound Income Strategies544 sh	544	$16.6K
Ancora Advisors502 sh	502	$15.1K
Lloyd Advisory Services328 sh	328	$9.8K
Kingdom Financial Group328 sh	328	$9.8K
Whipplewood Advisors320 sh	320	$9.6K
Root Financial Partners300 sh	300	$9.0K
RMG Wealth Management103 sh	103	$3.8K
NATIONAL BANK OF CANADA6 sh	6	$180.00
TOTH FINANCIAL ADVISORY5 sh	5	$150.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.