ORIX CORP (IX) — Institutional Holders, Q2 2026 (page 4)
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 301 to 322. 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 301–322 of 322
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Elevated Capital Advisors#301 · 35 sh | 35 | $1.3K | <0.01% | 0.0% |
| 302 | Cornerstone Planning Group#302 · 30 sh | 30 | $1.2K | — | 0.0% |
| 303 | Asset Dedication#303 · 31 sh | 31 | $1.2K | <0.01% | New |
| 304 | Bogart Wealth#304 · 30 sh | 30 | $1.1K | 0.00% | +50.0% |
| 305 | Halbert, Hargrove/Russell#305 · 27 sh | 27 | $1.0K | — | New |
| 306 | CoreCap Advisors#306 · 26 sh | 26 | $989.00 | — | New |
| 307 | CENTRAL#307 · 23 sh | 23 | $875.00 | 0.00% | New |
| 308 | Abound Wealth Management#308 · 19 sh | 19 | $723.00 | — | -5.0% |
| 309 | Godfrey Financial Associates#309 · 19 sh | 19 | $723.00 | <0.01% | 0.0% |
| 310 | Kilter Group#310 · 17 sh | 17 | $647.00 | <0.01% | +30.8% |
| 311 | Bare Financial Services#311 · 15 sh | 15 | $571.00 | <0.01% | New |
| 312 | Stone House Investment Management#312 · 14 sh | 14 | $533.00 | — | New |
| 313 | Beaird Harris Wealth Management#313 · 14 sh | 14 | $514.00 | 0.00% | 0.0% |
| 314 | Triumph Capital Management#314 · 13 sh | 13 | $495.00 | — | 0.0% |
| 315 | Cassaday & Wealth Management#315 · 10 sh | 10 | $381.00 | — | 0.0% |
| 316 | MARSHALL INVESTMENT MANAGEMENT#316 · 10 sh | 10 | $380.00 | <0.01% | New |
| 317 | Monetary Solutions, Ltd#317 · 10 sh | 10 | $380.00 | — | New |
| 318 | Institute for Wealth Management#318 · 5 sh | 5 | $205.00 | 0.00% | New |
| 319 | Mosley Wealth Management#319 · 5 sh | 5 | $190.00 | — | New |
| 320 | Caitong International Asset Management , Ltd#320 · 3 sh | 3 | $114.00 | 0.00% | New |
| 321 | Financial Gravity Companies, (FGCO)#321 · 1 sh | 1 | $38.00 | 0.00% | — |
| 322 | Quantum Portfolio Management#322 · 984 sh | 984 | — | — | 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.