ORIX CORP (IX) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 322
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Clearstead Advisors#201 · 5,362 sh | 5,362 | $204.0K | <0.01% | -50.0% |
| 202 | Icon Wealth Advisors#202 · 5,337 sh | 5,337 | $203.0K | 0.01% | New |
| 203 | NORDEN GROUP#203 · 5,271 sh | 5,271 | $200.5K | — | New |
| 204 | DEUTSCHE BANK AG\#204 · 4,727 sh | 4,727 | $179.8K | <0.01% | +106.1% |
| 205 | Farther Finance Advisors#205 · 3,894 sh | 3,894 | $148.1K | — | +8.1% |
| 206 | HUNTINGTON NATIONAL BANK#206 · 3,703 sh | 3,703 | $140.9K | <0.01% | -8.8% |
| 207 | Integrated Wealth Concepts#207 · 3,581 sh | 3,581 | $136.2K | <0.01% | New |
| 208 | Cromwell#208 · 3,050 sh | 3,050 | $116.0K | 0.05% | 0.0% |
| 209 | Transamerica Financial Advisors#209 · 2,508 sh | 2,508 | $95.4K | <0.01% | +81.5% |
| 210 | Russell Investments Group, Ltd.#210 · 2,316 sh | 2,316 | $88.1K | <0.01% | +31.4% |
| 211 | EverSource Wealth Advisors#211 · 2,104 sh | 2,104 | $80.0K | <0.01% | -79.4% |
| 212 | Salomon & Ludwin#212 · 1,940 sh | 1,940 | $74.5K | <0.01% | -7.8% |
| 213 | Allworth Financial#213 · 1,850 sh | 1,850 | $70.4K | <0.01% | +9.9% |
| 214 | WealthCollab#214 · 1,823 sh | 1,823 | $69.3K | 0.03% | 0.0% |
| 215 | Horizon Investments#215 · 1,821 sh | 1,821 | $69.3K | <0.01% | -33.1% |
| 216 | Brentview Investment Management#216 · 1,760 sh | 1,760 | $67.0K | 0.03% | 0.0% |
| 217 | Ares Financial Consulting#217 · 1,490 sh | 1,490 | $56.7K | — | 0.0% |
| 218 | Bruce G. Allen Investments#218 · 1,464 sh | 1,464 | $55.7K | 0.04% | -5.2% |
| 219 | James T. Borello RIA#219 · 1,406 sh | 1,406 | $53.5K | — | +61.6% |
| 220 | Larson Financial Group#220 · 1,313 sh | 1,313 | $49.9K | <0.01% | +23.2% |
| 221 | Owl Creek Wealth Partners#221 · 1,304 sh | 1,304 | $49.6K | — | 0.0% |
| 222 | BROWN BROTHERS HARRIMAN#222 · 1,246 sh | 1,246 | $47.4K | <0.01% | +408.6% |
| 223 | Ronald Blue#223 · 1,223 sh | 1,223 | $46.5K | — | +0.1% |
| 224 | BOYD WATTERSON ASSET MANAGEMENT#224 · 965 sh | 965 | $36.7K | <0.01% | 0.0% |
| 225 | Harbor Asset Planning#225 · 905 sh | 905 | $34.4K | — | 0.0% |
| 226 | ROTHSCHILD INVESTMENT#226 · 894 sh | 894 | $34.0K | <0.01% | +9833.3% |
| 227 | UMB Bank, n.a.#227 · 740 sh | 740 | $28.1K | <0.01% | 0.0% |
| 228 | True Wealth Design#228 · 708 sh | 708 | $26.9K | — | +15.9% |
| 229 | IFP Advisors#229 · 654 sh | 654 | $24.9K | — | 0.0% |
| 230 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#230 · 622 sh | 622 | $23.7K | 0.00% | -10.4% |
| 231 | ZRC WEALTH MANAGEMENT#231 · 604 sh | 604 | $23.0K | — | New |
| 232 | BAYBAN#232 · 590 sh | 590 | $22.4K | 0.02% | 0.0% |
| 233 | Silver Grove Financial Group#233 · 522 sh | 522 | $19.8K | 0.01% | New |
| 234 | EVOLUTION WEALTH MANAGEMENT#234 · 500 sh | 500 | $19.0K | 0.01% | 0.0% |
| 235 | Parkside Financial Bank#235 · 494 sh | 494 | $18.8K | — | +101.6% |
| 236 | HARBOUR INVESTMENTS#236 · 489 sh | 489 | $18.6K | <0.01% | -4.7% |
| 237 | Financial Management Professionals#237 · 483 sh | 483 | $18.4K | — | 0.0% |
| 238 | ALBION FINANCIAL GROUP#238 · 475 sh | 475 | $18.1K | — | 0.0% |
| 239 | PRIVATE NA#239 · 474 sh | 474 | $18.0K | — | +14.8% |
| 240 | Capital Analysts#240 · 475 sh | 475 | $18.0K | <0.01% | 0.0% |
| 241 | Steward Partners Investment Advisory#241 · 465 sh | 465 | $17.7K | <0.01% | +35.2% |
| 242 | Bell Investment Advisors#242 · 456 sh | 456 | $17.3K | <0.01% | 0.0% |
| 243 | Trifecta Capital Advisors#243 · 425 sh | 425 | $16.2K | — | +6.2% |
| 244 | BESSEMER GROUP#244 · 402 sh | 402 | $16.0K | 0.00% | 0.0% |
| 245 | MATHER GROUP#245 · 403 sh | 403 | $15.3K | — | 0.0% |
| 246 | Cornerstone Financial Management#246 · 394 sh | 394 | $15.0K | 0.01% | +66.2% |
| 247 | LRI Investments#247 · 372 sh | 372 | $14.2K | <0.01% | 0.0% |
| 248 | NewEdge Advisors#248 · 320 sh | 320 | $12.2K | 0.00% | New |
| 249 | GW&K Investment Management#249 · 305 sh | 305 | $12.0K | <0.01% | +1.7% |
| 250 | Physician Wealth Advisors#250 · 303 sh | 303 | $11.5K | — | +4.5% |
| 251 | SHP Wealth Management#251 · 279 sh | 279 | $10.6K | <0.01% | +0.4% |
| 252 | Signature Equity Partners#252 · 262 sh | 262 | $10.0K | <0.01% | +27.8% |
| 253 | Pinnacle Bancorp#253 · 243 sh | 243 | $9.2K | — | +38.9% |
| 254 | Dogwood Wealth Management#254 · 241 sh | 241 | $9.2K | <0.01% | +17.6% |
| 255 | CULLEN/FROST BANKERS#255 · 235 sh | 235 | $8.9K | <0.01% | +152.7% |
| 256 | RAFFA WEALTH MANAGEMENT#256 · 212 sh | 212 | $8.1K | <0.01% | +14.6% |
| 257 | MANNING & NAPIER ADVISORS#257 · 188 sh | 188 | $7.2K | <0.01% | -5.5% |
| 258 | First Command Advisory Services#258 · 185 sh | 185 | $7.0K | 0.00% | +362.5% |
| 259 | CVA Family Office#259 · 168 sh | 168 | $6.4K | <0.01% | 0.0% |
| 260 | Essential Partners#260 · 168 sh | 168 | $6.4K | — | +223.1% |
| 261 | Continuum Advisory#261 · 161 sh | 161 | $6.1K | <0.01% | New |
| 262 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#262 · 160 sh | 160 | $6.1K | <0.01% | 0.0% |
| 263 | Principia Wealth Advisory#263 · 159 sh | 159 | $6.0K | <0.01% | +13.6% |
| 264 | Aventura Private Wealth#264 · 159 sh | 159 | $6.0K | <0.01% | New |
| 265 | Retirement Wealth Solutions#265 · 153 sh | 153 | $5.8K | — | +225.5% |
| 266 | TrueNorth#266 · 136 sh | 136 | $5.2K | <0.01% | +60.0% |
| 267 | CREATIVE FINANCIAL DESIGNS#267 · 135 sh | 135 | $5.1K | <0.01% | 0.0% |
| 268 | North Star Investment Management#268 · 125 sh | 125 | $4.8K | <0.01% | 0.0% |
| 269 | HIGHLINE WEALTH PARTNERS#269 · 116 sh | 116 | $4.4K | — | 0.0% |
| 270 | BARTLETT & WEALTH MANAGEMENT#270 · 115 sh | 115 | $4.4K | <0.01% | 0.0% |
| 271 | JNBA Financial Advisors#271 · 109 sh | 109 | $4.1K | <0.01% | 0.0% |
| 272 | SJS Investment Consulting#272 · 107 sh | 107 | $4.1K | — | +87.7% |
| 273 | MV CAPITAL MANAGEMENT#273 · 106 sh | 106 | $4.0K | <0.01% | +120.8% |
| 274 | NISA INVESTMENT ADVISORS#274 · 106 sh | 106 | $4.0K | — | +37.7% |
| 275 | ACTION POINT FINANCIAL PLANNING#275 · 99 sh | 99 | $3.7K | <0.01% | New |
| 276 | Arlington#276 · 97 sh | 97 | $3.7K | — | 0.0% |
| 277 | BROWN, LISLE/CUMMINGS#277 · 81 sh | 81 | $3.1K | — | -62.5% |
| 278 | JPL Wealth Management#278 · 80 sh | 80 | $3.0K | <0.01% | 0.0% |
| 279 | Buck Wealth Strategies#279 · 80 sh | 80 | $3.0K | <0.01% | New |
| 280 | Quent Capital#280 · 75 sh | 75 | $2.9K | <0.01% | New |
| 281 | Manchester Capital Management#281 · 70 sh | 70 | $2.7K | — | -91.1% |
| 282 | Independence Bank of Kentucky#282 · 70 sh | 70 | $2.7K | — | 0.0% |
| 283 | Geneos Wealth Management#283 · 70 sh | 70 | $2.7K | <0.01% | 0.0% |
| 284 | NBC SECURITIES#284 · 70 sh | 70 | $2.7K | — | -7.9% |
| 285 | Nemes Rush Group#285 · 67 sh | 67 | $2.5K | <0.01% | 0.0% |
| 286 | Plante Moran Financial Advisors#286 · 65 sh | 65 | $2.5K | <0.01% | New |
| 287 | Burk#287 · 57 sh | 57 | $2.2K | <0.01% | 0.0% |
| 288 | Crewe Advisors#288 · 54 sh | 54 | $2.1K | <0.01% | New |
| 289 | Financial Network Wealth Advisors#289 · 54 sh | 54 | $2.1K | <0.01% | +25.6% |
| 290 | WPG Advisers#290 · 54 sh | 54 | $2.1K | <0.01% | +134.8% |
| 291 | CX Institutional#291 · 50 sh | 50 | $2.0K | — | 0.0% |
| 292 | Synergy Investment Management#292 · 50 sh | 50 | $2.0K | <0.01% | New |
| 293 | Highland Investment Advisors#293 · 51 sh | 51 | $1.9K | <0.01% | — |
| 294 | American Capital Advisory#294 · 48 sh | 48 | $1.8K | <0.01% | -66.9% |
| 295 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#295 · 47 sh | 47 | $1.8K | 0.00% | +34.3% |
| 296 | Grove Bank#296 · 45 sh | 45 | $1.7K | — | +28.6% |
| 297 | MOTCO#297 · 43 sh | 43 | $1.6K | <0.01% | New |
| 298 | BOK Financial Private Wealth#298 · 36 sh | 36 | $1.4K | <0.01% | New |
| 299 | IFG Advisory#299 · 35 sh | 35 | $1.3K | 0.00% | New |
| 300 | Golden State Wealth Management#300 · 35 sh | 35 | $1.3K | <0.01% | 0.0% |
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.