DaveManuel.com · Institutional Ownership · Who Owns It
ORIX CORP (IX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
322
Reporting holders
$1.4B
Reported value
0.0%
Calls
0.0%
Puts
+37
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $229.5M | 6,033,914 | 0.01% | 31q | +1.5%+$3.4M |
| MORGAN STANLEY | $190.1M | 4,998,666 | 0.01% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $122.7M | 3,225,609 | 0.01% | 31q | +11.5%+$12.6M |
| TODD ASSET MANAGEMENT LLC | $69.3M | 1,822,511 | 1.23% | 31q | -1.0%-$667.5K |
| Clearbridge Investments, LLC | $66.7M | 1,752,822 | 0.06% | 2q | +67.0%+$26.8M |
| NORTHERN TRUST CORP | $51.6M | 1,356,665 | 0.01% | 31q | +3.6%+$1.8M |
| Cullen Capital Management, LLC | $46.4M | 1,220,846 | 0.46% | 2q | +13.0%+$5.3M |
| AMERICAN CENTURY COMPANIES INC | $44.1M | 1,158,412 | 0.02% | 27q | +20.4%+$7.5M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $43.6M | 1,147,000 | 0.30% | 30q | HELD |
| NATIXIS ADVISORS, LLC | $39.9M | 1,048,981 | 0.04% | 26q | +36.1%+$10.6M |
| Quantinno Capital Management LP | $39.5M | 1,038,092 | 0.05% | 15q | +12.3%+$4.3M |
| BlackRock, Inc. | $34.4M | 903,214 | 0.00% | 8q | -3.8%-$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $29.9M | 785,332 | 0.01% | 31q | +53.7%+$10.4M |
| JONES FINANCIAL COMPANIES LLLP | $25.0M | 654,254 | 0.01% | 8q | +7.9%+$1.8M |
| JPMORGAN CHASE & CO | $21.7M | 564,688 | 0.00% | 31q | +79.8%+$9.6M |
| WELLS FARGO & COMPANY/MN | $19.8M | 520,280 | 0.00% | 31q | +13.1%+$2.3M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14.9M | 391,459 | 0.07% | 31q | +34.5%+$3.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14.6M | 382,934 | 0.00% | 14q | +8.8%+$1.2M |
| EAGLE GLOBAL ADVISORS LLC | $13.2M | 348,148 | 0.44% | 31q | +3.8%+$485.8K |
| AQR CAPITAL MANAGEMENT LLC | $10.7M | 280,804 | 0.00% | 10q | +63.2%+$4.1M |
| RAYMOND JAMES FINANCIAL INC | $10.3M | 271,060 | 0.00% | 7q | +29.4%+$2.3M |
| Curi Capital, LLC | $8.3M | 219,971 | 0.13% | 3q | +977.1%+$7.6M |
| Gilman Hill Asset Management, LLC | $7.6M | 199,365 | 1.04% | 26q | -1.9%-$144.2K |
| Calamos Wealth Management LLC | $6.9M | 181,922 | 0.21% | 3q | +11.4%+$706.9K |
| SEI INVESTMENTS CO | $6.8M | 178,737 | 0.01% | 19q | +12.0%+$730.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.7M | 175,597 | 0.01% | 30q | +5.9%+$372.7K |
| Bank of New York Mellon Corp | $6.6M | 173,045 | 0.00% | 31q | +12.0%+$706.3K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $6.5M | 170,373 | 0.07% | 2q | +6.1%+$374.0K |
| QRG CAPITAL MANAGEMENT, INC. | $6.3M | 166,395 | 0.05% | 12q | +8.5%+$498.0K |
| Boston Common Asset Management, LLC | $6.3M | 165,949 | 0.37% | 31q | -5.3%-$350.8K |
| Gradient Investments LLC | $6.3M | 165,151 | 0.09% | 2q | +4.9%+$292.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $6.2M | 162,560 | 0.01% | 3q | +130.8%+$3.5M |
| Crossmark Global Holdings, Inc. | $5.4M | 142,762 | 0.07% | 31q | -1.0%-$56.1K |
| Vanguard Personalized Indexing Management, LLC | $5.3M | 139,524 | 0.04% | 25q | +3.6%+$183.7K |
| Cerity Partners LLC | $5.0M | 131,236 | 0.01% | 17q | +6.7%+$313.6K |
| RITHOLTZ WEALTH MANAGEMENT | $4.9M | 128,737 | 0.07% | 22q | +23.7%+$937.3K |
| ROYAL BANK OF CANADA | $4.6M | 121,062 | 0.00% | 31q | +36.9%+$1.2M |
| Pathstone Holdings, LLC | $4.6M | 120,625 | 0.01% | 11q | -2.2%-$104.1K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4.4M | 114,400 | 0.01% | 12q | HELD |
| Orion Porfolio Solutions, LLC | $4.3M | 112,461 | 0.03% | 21q | +16.5%+$605.6K |
| MML INVESTORS SERVICES, LLC | $4.1M | 107,109 | 0.01% | 11q | +61.4%+$1.5M |
| BTC Capital Management, Inc. | $4.1M | 106,698 | 0.25% | 30q | +104.1%+$2.1M |
| Callan Family Office, LLC | $4.0M | 105,134 | 0.08% | 7q | +1.1%+$41.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.7M | 97,086 | 0.00% | 3q | HELD |
| NAPLES GLOBAL ADVISORS, LLC | $3.6M | 93,617 | 0.22% | 31q | HELD |
| US BANCORP \DE\ | $3.5M | 92,534 | 0.00% | 31q | +21.0%+$610.1K |
| Vise Technologies, Inc. | $3.4M | 90,551 | 0.04% | 6q | +35.2%+$896.3K |
| Mariner, LLC | $3.4M | 88,625 | 0.00% | 16q | +15.2%+$445.8K |
| Henry James International Management Inc. | $3.4M | 88,169 | 1.00% | 31q | -20.9%-$885.8K |
| Artemis Investment Management LLP | $3.3M | 85,561 | 0.03% | new | NEW |
| Qube Research & Technologies Ltd | $3.2M | 84,052 | 0.00% | 2q | +172.5%+$2.0M |
| LPL Financial LLC | $3.2M | 82,993 | 0.00% | 8q | +25.8%+$647.1K |
| Laird Norton Wetherby Trust Company, LLC | $2.8M | 73,960 | 0.05% | 6q | HELD |
| QUADRANT CAPITAL GROUP LLC | $2.8M | 73,134 | 0.08% | 31q | HELD |
| UBS Group AG | $2.8M | 72,488 | 0.00% | 31q | +9.1%+$228.8K |
| &PARTNERS | $2.8M | 72,570 | 0.01% | 9q | +5.3%+$139.3K |
| FIRST TRUST ADVISORS LP | $2.5M | 66,709 | 0.00% | 7q | HELD |
| Lester Murray Antman dba SimplyRich | $2.5M | 66,449 | 0.59% | 25q | +5.1%+$122.3K |
| PARADIGM ASSET MANAGEMENT CO LLC | $2.5M | 66,400 | 0.54% | 16q | HELD |
| Advisors Asset Management, Inc. | $2.3M | 60,348 | 0.04% | 17q | +6.0%+$130.9K |
| HighTower Advisors, LLC | $2.2M | 58,650 | 0.00% | 13q | -8.0%-$194.7K |
| AMERIPRISE FINANCIAL INC | $2.0M | 53,550 | 0.00% | 26q | +8.8%+$165.7K |
| IEQ CAPITAL, LLC | $2.0M | 53,601 | 0.01% | 5q | +4.4%+$85.4K |
| PNC Financial Services Group, Inc. | $2.0M | 52,651 | 0.00% | 31q | +12.8%+$227.9K |
| Ativo Capital Management LLC | $1.9M | 51,144 | 1.49% | 18q | HELD |
| STIFEL FINANCIAL CORP | $1.9M | 49,987 | 0.00% | 2q | +83.1%+$862.9K |
| CITIGROUP INC | $1.8M | 48,379 | 0.00% | 31q | +8.9%+$151.0K |
| Corient Private Wealth LP | $1.7M | 45,724 | 0.00% | 14q | +7.3%+$118.4K |
| NEUBERGER BERMAN GROUP LLC | $1.7M | 45,373 | 0.00% | 10q | +38.4%+$478.7K |
| Sanctuary Advisors, LLC | $1.7M | 44,868 | 0.01% | 2q | +92.3%+$819.0K |
| TWO SIGMA INVESTMENTS, LP | $1.6M | 42,137 | 0.00% | 3q | -70.1%-$3.8M |
| GOLDMAN SACHS GROUP INC | $1.5M | 39,851 | 0.00% | 31q | -30.3%-$659.7K |
| RHUMBLINE ADVISERS | $1.5M | 39,754 | 0.00% | 13q | +5.6%+$80.1K |
| BANK OF MONTREAL /CAN/ | $1.5M | 38,623 | 0.00% | 3q | +48.5%+$479.9K |
| Focus Partners Wealth | $1.4M | 37,940 | 0.00% | 5q | +9.7%+$127.7K |
| Creative Planning | $1.4M | 37,467 | 0.00% | 20q | +15.5%+$190.8K |
| GREENLEAF TRUST | $1.4M | 36,300 | 0.01% | 31q | -2.9%-$40.9K |
| MILLENNIUM MANAGEMENT LLC | $1.3M | 35,442 | 0.00% | 2q | +77.7%+$589.6K |
| FIFTH THIRD BANCORP | $1.3M | 34,416 | 0.00% | 31q | -3.7%-$49.8K |
| Aaron Wealth Advisors LLC | $1.3M | 33,056 | 0.06% | 12q | -2.8%-$35.9K |
| Cetera Investment Advisers | $1.3M | 32,926 | 0.00% | 4q | +19.2%+$202.0K |
| Allspring Global Investments Holdings, LLC | $1.2M | 32,215 | 0.00% | 19q | +8.3%+$94.9K |
| Kathmere Capital Management, LLC | $1.2M | 32,308 | 0.07% | 14q | +8.8%+$99.0K |
| STATE STREET CORP | $1.2M | 32,135 | 0.00% | 31q | HELD |
| Caprock Group, LLC | $1.2M | 31,176 | 0.02% | 8q | -3.3%-$40.5K |
| PARK AVENUE SECURITIES LLC | $1.2M | 30,883 | 0.01% | 5q | +7.1%+$77.7K |
| Ethic Inc. | $1.2M | 30,338 | 0.01% | 13q | +69.0%+$471.2K |
| SYON CAPITAL LLC | $1.1M | 29,862 | 0.05% | 5q | +4.5%+$48.4K |
| Dynasty Wealth Management, LLC | $1.1M | 29,371 | 0.01% | 4q | +9.5%+$97.2K |
| TD Waterhouse Canada Inc. | $1.1M | 28,548 | 0.00% | new | NEW |
| OneAscent Investment Solutions LLC | $1.1M | 27,978 | 1.01% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.1M | 27,960 | 0.01% | 2q | HELD |
| Savant Capital, LLC | $1.1M | 31,155 | 0.00% | 5q | +68.6%+$432.7K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $1.1M | 27,725 | 0.00% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $1.0M | 27,576 | 0.03% | 2q | +94.9%+$510.8K |
| Investment Research Partners LLC | $1.0M | 27,303 | 0.35% | 4q | +10.0%+$94.3K |
| Campbell & CO Investment Adviser LLC | $1.0M | 27,258 | 0.05% | new | NEW |
| Plan A Wealth LLC | $1.0M | 27,237 | 0.44% | 5q | +8.1%+$77.5K |
| Sequoia Financial Advisors, LLC | $1.0M | 26,360 | 0.00% | 15q | +1.4%+$14.2K |
| CHOREO, LLC | $1.0M | 26,330 | 0.01% | 9q | +1.8%+$18.0K |
Showing the largest 100 of 322 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 111 | $137.2M | 3,640,270 | 16 | 35 | 25 | 0.0% |
| Q2 2026 | 322 | $1.4B | 37,312,244 | 62 | 144 | 49 | 0.0% |
| Q1 2026 | 285 | $1.0B | 34,064,159 | 60 | 131 | 26 | 0.0% |
| Q4 2025 | 243 | $785.1M | 26,867,267 | 45 | 92 | 48 | 0.0% |
| Q3 2025 | 216 | $666.7M | 25,524,764 | 31 | 87 | 49 | 0.0% |
| Q2 2025 | 208 | $572.5M | 25,432,102 | 31 | 85 | 50 | 0.0% |
| Q1 2025 | 190 | $519.3M | 24,808,023 | 24 | 68 | 62 | 0.0% |
| Q4 2024 | 189 | $511.8M | 4,817,164 | 22 | 69 | 51 | 0.0% |
| Q3 2024 | 173 | $520.2M | 4,484,504 | 16 | 70 | 46 | 0.0% |
| Q2 2024 | 171 | $500.9M | 4,498,448 | 22 | 71 | 45 | 0.0% |
| Q1 2024 | 159 | $703.3M | 6,382,896 | 21 | 62 | 39 | 0.0% |
| Q4 2023 | 152 | $487.9M | 5,223,323 | 18 | 57 | 33 | 0.0% |
| Q3 2023 | 136 | $396.5M | 4,223,994 | 13 | 48 | 31 | 0.0% |
| Q2 2023 | 129 | $374.7M | 4,106,872 | 17 | 47 | 32 | 0.0% |
| Q1 2023 | 123 | $341.1M | 4,403,758 | 15 | 44 | 31 | 0.0% |
| Q4 2022 | 129 | $306.4M | 3,804,875 | 21 | 33 | 48 | 0.0% |
| Q3 2022 | 122 | $527.0M | 7,455,140 | 13 | 31 | 47 | 0.0% |
| Q2 2022 | 135 | $632.2M | 7,511,809 | 13 | 44 | 46 | 0.0% |
| Q1 2022 | 140 | $405.2M | 4,057,888 | 16 | 57 | 40 | 0.0% |
| Q4 2021 | 147 | $428.8M | 4,604,859 | 20 | 62 | 28 | 0.0% |
| Q3 2021 | 131 | $371.9M | 3,935,245 | 22 | 52 | 29 | 0.0% |
| Q2 2021 | 120 | $357.2M | 4,217,459 | 8 | 50 | 30 | 0.0% |
| Q1 2021 | 124 | $352.6M | 4,159,548 | 17 | 49 | 28 | 0.0% |
| Q4 2020 | 123 | $323.6M | 4,183,534 | 23 | 41 | 30 | 0.0% |
| Q3 2020 | 110 | $257.3M | 4,110,765 | 14 | 46 | 36 | 0.0% |
| Q2 2020 | 112 | $334.4M | 5,429,972 | 14 | 30 | 52 | 0.0% |
| Q1 2020 | 111 | $419.9M | 7,107,063 | 19 | 34 | 34 | 0.0% |
| Q4 2019 | 118 | $867.3M | 10,398,467 | 15 | 45 | 30 | 0.0% |
| Q3 2019 | 106 | $311.5M | 4,145,334 | 12 | 34 | 34 | 0.0% |
| Q2 2019 | 116 | $281.5M | 3,758,714 | 16 | 43 | 32 | 0.0% |
| Q1 2019 | 126 | $279.8M | 3,893,680 | 13 | 37 | 50 | 0.0% |
| Q4 2018 | 152 | $418.7M | 5,848,166 | 1 | 3 | 3 | 0.0% |