ORIX CORP (IX) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IX 13F holders ranked 101–200 of 322
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Lido Advisors#101 · 25,563 sh | 25,563 | $972.4K | <0.01% | +10.0% |
| 102 | Compound Planning#102 · 25,465 sh | 25,465 | $968.7K | 0.03% | +10.0% |
| 103 | Systematic Alpha Investments#103 · 24,810 sh | 24,810 | $943.8K | 0.03% | 0.0% |
| 104 | Atria Investments#104 · 24,589 sh | 24,589 | $935.4K | — | -5.5% |
| 105 | Savvy Advisors#105 · 24,548 sh | 24,548 | $933.8K | 0.02% | +6.7% |
| 106 | TRED AVON FAMILY WEALTH#106 · 24,015 sh | 24,015 | $913.5K | — | -4.7% |
| 107 | TRUIST FINANCIAL#107 · 23,788 sh | 23,788 | $904.9K | <0.01% | +24.8% |
| 108 | XTX Topco Ltd#108 · 22,885 sh | 22,885 | $870.5K | 0.01% | -13.9% |
| 109 | Venturi Wealth Management#109 · 22,727 sh | 22,727 | $864.5K | 0.03% | +12.1% |
| 110 | Nuveen#110 · 22,021 sh | 22,021 | $837.7K | <0.01% | New |
| 111 | REGIONS FINANCIAL#111 · 21,467 sh | 21,467 | $816.6K | <0.01% | +136.4% |
| 112 | ACADIAN ASSET MANAGEMENT#112 · 21,251 sh | 21,251 | $808.0K | <0.01% | New |
| 113 | Global Retirement Partners#113 · 20,919 sh | 20,919 | $795.8K | 0.01% | — |
| 114 | Vident Advisory#114 · 20,736 sh | 20,736 | $788.8K | <0.01% | +23.8% |
| 115 | Naviter Wealth#115 · 20,456 sh | 20,456 | $778.2K | 0.07% | +25.9% |
| 116 | Versant Capital Management#116 · 20,175 sh | 20,175 | $767.5K | — | -4.5% |
| 117 | Summit Trail Advisors#117 · 18,666 sh | 18,666 | $710.0K | <0.01% | -0.8% |
| 118 | BALYASNY ASSET MANAGEMENT L.P.#118 · 17,805 sh | 17,805 | $677.3K | <0.01% | New |
| 119 | HB Wealth Management#119 · 16,751 sh | 16,751 | $637.2K | — | +12.1% |
| 120 | SIGNATUREFD#120 · 16,606 sh | 16,606 | $631.7K | — | 0.0% |
| 121 | EVERGREEN CAPITAL MANAGEMENT#121 · 16,050 sh | 16,050 | $610.5K | — | -15.5% |
| 122 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#122 · 15,836 sh | 15,836 | $602.4K | <0.01% | +3.5% |
| 123 | FRANKLIN RESOURCES#123 · 15,833 sh | 15,833 | $602.3K | <0.01% | -1.6% |
| 124 | RNC CAPITAL MANAGEMENT#124 · 15,576 sh | 15,576 | $592.5K | 0.02% | -2.7% |
| 125 | OpenArc Corporate Advisory#125 · 15,476 sh | 15,476 | $588.7K | — | +25.9% |
| 126 | JMN Financial#126 · 14,898 sh | 14,898 | $566.7K | 0.44% | -11.4% |
| 127 | CAPTRUST FINANCIAL ADVISORS#127 · 14,894 sh | 14,894 | $566.6K | <0.01% | +20.8% |
| 128 | XPONANCE#128 · 14,828 sh | 14,828 | $564.1K | <0.01% | +80.5% |
| 129 | OSAIC#129 · 14,423 sh | 14,423 | $548.7K | <0.01% | +166.6% |
| 130 | Hardy Reed#130 · 14,335 sh | 14,335 | $545.3K | 0.04% | 0.0% |
| 131 | Rockefeller Capital Management L.P.#131 · 14,043 sh | 14,043 | $534.2K | <0.01% | +22.4% |
| 132 | Mount Yale Investment Advisors#132 · 13,464 sh | 13,464 | $512.2K | <0.01% | +59.2% |
| 133 | ASSETMARK#133 · 13,440 sh | 13,440 | $511.3K | — | -0.3% |
| 134 | WEALTH ENHANCEMENT ADVISORY SERVICES#134 · 12,444 sh | 12,444 | $501.5K | — | +56.9% |
| 135 | HRT FINANCIAL#135 · 13,166 sh | 13,166 | $500.0K | <0.01% | -46.1% |
| 136 | Optas#136 · 12,930 sh | 12,930 | $491.9K | 0.07% | +0.8% |
| 137 | PDS Planning#137 · 12,787 sh | 12,787 | $486.4K | 0.03% | -0.1% |
| 138 | BLAIR WILLIAM#138 · 12,703 sh | 12,703 | $483.2K | <0.01% | New |
| 139 | Independent Advisor Alliance#139 · 12,677 sh | 12,677 | $482.2K | 0.01% | New |
| 140 | Basecamp Wealth Advisors#140 · 12,647 sh | 12,647 | $481.1K | 0.09% | 0.0% |
| 141 | KEYBANK NATIONAL ASSOCIATION#141 · 12,599 sh | 12,599 | $479.3K | <0.01% | +47.3% |
| 142 | D'Orazio & Associates#142 · 12,546 sh | 12,546 | $477.3K | 0.06% | +55.1% |
| 143 | Marks Group Wealth Management#143 · 12,257 sh | 12,257 | $466.3K | 0.04% | -24.0% |
| 144 | Janney Montgomery Scott#144 · 11,963 sh | 11,963 | $455.0K | <0.01% | +4.5% |
| 145 | Ascent Group#145 · 11,847 sh | 11,847 | $450.7K | 0.01% | +7.6% |
| 146 | Abel Hall#146 · 11,596 sh | 11,596 | $441.1K | — | +1.3% |
| 147 | Checchi Capital Advisers#147 · 11,035 sh | 11,035 | $419.8K | 0.02% | -6.6% |
| 148 | Net Worth Advisory Group#148 · 11,034 sh | 11,034 | $419.8K | — | -0.4% |
| 149 | HANTZ FINANCIAL SERVICES#149 · 10,707 sh | 10,707 | $407.0K | <0.01% | +2.8% |
| 150 | Pinnacle Wealth Planning Services#150 · 10,686 sh | 10,686 | $406.5K | 0.04% | +0.8% |
| 151 | GAMMA Investing#151 · 10,439 sh | 10,439 | $397.1K | — | +17.8% |
| 152 | Dorsey & Whitney#152 · 10,347 sh | 10,347 | $393.6K | 0.02% | +4.1% |
| 153 | Parallel Advisors#153 · 10,337 sh | 10,337 | $393.2K | <0.01% | +0.6% |
| 154 | ATLAS CAPITAL ADVISORS#154 · 10,153 sh | 10,153 | $386.2K | 0.04% | +10.0% |
| 155 | Smartleaf Asset Management#155 · 9,980 sh | 9,980 | $383.5K | 0.01% | 0.0% |
| 156 | Aprio Wealth Management#156 · 10,071 sh | 10,071 | $383.1K | 0.02% | New |
| 157 | WEALTH ALLIANCE#157 · 9,760 sh | 9,760 | $371.3K | 0.03% | +25.4% |
| 158 | UNITED CAPITAL FINANCIAL ADVISORS#158 · 9,751 sh | 9,751 | $370.9K | <0.01% | +7.6% |
| 159 | COLDSTREAM CAPITAL MANAGEMENT#159 · 9,435 sh | 9,435 | $358.9K | <0.01% | +21.5% |
| 160 | Portside Wealth Group#160 · 9,397 sh | 9,397 | $357.5K | — | +31.6% |
| 161 | Mattson Financial Services#161 · 8,865 sh | 8,865 | $353.1K | 0.07% | +0.4% |
| 162 | Promethos Capital#162 · 9,070 sh | 9,070 | $345.0K | 0.09% | New |
| 163 | SRS Capital Advisors#163 · 8,866 sh | 8,866 | $337.2K | <0.01% | +1141.7% |
| 164 | Strategic Global Advisors#164 · 8,760 sh | 8,760 | $333.2K | 0.05% | -73.3% |
| 165 | BNP PARIBAS FINANCIAL MARKETS#165 · 8,758 sh | 8,758 | $333.2K | <0.01% | -81.8% |
| 166 | Pacer Advisors#166 · 8,666 sh | 8,666 | $328.0K | <0.01% | -13.7% |
| 167 | Baron Wealth Management#167 · 8,584 sh | 8,584 | $326.5K | 0.08% | New |
| 168 | PALLADIEM#168 · 8,568 sh | 8,568 | $325.9K | 0.32% | -4.3% |
| 169 | Pure Financial Advisors#169 · 8,411 sh | 8,411 | $320.0K | <0.01% | New |
| 170 | Keebeck Wealth Management#170 · 8,401 sh | 8,401 | $319.6K | 0.03% | New |
| 171 | Brown Financial Advisors#171 · 8,248 sh | 8,248 | $313.8K | 0.11% | -0.9% |
| 172 | Abacus Wealth Partners#172 · 7,912 sh | 7,912 | $301.0K | 0.03% | -0.6% |
| 173 | Frec Markets#173 · 7,790 sh | 7,790 | $296.3K | 0.03% | +7.9% |
| 174 | EP Wealth Advisors#174 · 7,743 sh | 7,743 | $294.6K | <0.01% | +14.6% |
| 175 | SAGE RHINO CAPITAL#175 · 7,735 sh | 7,735 | $294.2K | 0.05% | -0.9% |
| 176 | GLENMEDE NA#176 · 7,734 sh | 7,734 | $294.2K | <0.01% | -60.9% |
| 177 | SmartHarvest Portfolios#177 · 7,646 sh | 7,646 | $290.9K | — | New |
| 178 | OneDigital Investment Advisors#178 · 7,536 sh | 7,536 | $286.7K | <0.01% | New |
| 179 | Sivia Capital Partners#179 · 7,529 sh | 7,529 | $286.4K | 0.03% | New |
| 180 | DIMENSIONAL FUND ADVISORS#180 · 7,520 sh | 7,520 | $286.0K | <0.01% | -76.9% |
| 181 | Merit Financial Group#181 · 7,131 sh | 7,131 | $271.3K | <0.01% | New |
| 182 | Diversify Advisory Services#182 · 6,709 sh | 6,709 | $269.8K | — | New |
| 183 | DIVERSIFY WEALTH MANAGEMENT#183 · 6,709 sh | 6,709 | $269.8K | — | New |
| 184 | NewSquare Capital#184 · 7,034 sh | 7,034 | $267.6K | 0.02% | New |
| 185 | TD PRIVATE CLIENT WEALTH#185 · 7,032 sh | 7,032 | $267.5K | <0.01% | +42.2% |
| 186 | Ballentine Partners#186 · 7,029 sh | 7,029 | $267.4K | <0.01% | 0.0% |
| 187 | Vestmark Advisory Solutions#187 · 6,973 sh | 6,973 | $265.3K | <0.01% | -12.0% |
| 188 | EWA#188 · 6,950 sh | 6,950 | $264.4K | 0.05% | -0.5% |
| 189 | Envestnet Portfolio Solutions#189 · 6,740 sh | 6,740 | $256.4K | <0.01% | New |
| 190 | COMMERCE BANK#190 · 6,608 sh | 6,608 | $251.4K | <0.01% | New |
| 191 | Narus Financial Partners#191 · 6,500 sh | 6,500 | $247.3K | — | New |
| 192 | Perigon Wealth Management#192 · 6,319 sh | 6,319 | $240.4K | — | New |
| 193 | Gibbs Wealth Management#193 · 6,315 sh | 6,315 | $240.2K | — | New |
| 194 | Crestwood Advisors Group#194 · 6,261 sh | 6,261 | $238.2K | <0.01% | New |
| 195 | Walkner Condon Financial Advisors#195 · 6,096 sh | 6,096 | $231.9K | 0.03% | New |
| 196 | Bridgewater Advisors#196 · 5,725 sh | 5,725 | $228.8K | 0.01% | +0.2% |
| 197 | DRIVE WEALTH MANAGEMENT#197 · 5,923 sh | 5,923 | $225.3K | 0.04% | New |
| 198 | OLD NATIONAL BANCORP#198 · 5,873 sh | 5,873 | $223.4K | — | New |
| 199 | Range Advisory#199 · 5,763 sh | 5,763 | $219.2K | 0.03% | New |
| 200 | 55 North Private Wealth#200 · 5,610 sh | 5,610 | $213.4K | — | New |
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.