IX ORIX Corporation
ORIX Corporation (IX) Institutional Ownership
What the institutions did with IX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| TODD ASSET MANAGEMENT LLC | 1.8M | 40.5% |
| EAGLE GLOBAL ADVISORS LLC | 348.2K | 7.7% |
| Gilman Hill Asset Management, LLC | 198.5K | 4.4% |
| Gradient Investments LLC | 160.6K | 3.5% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 160.5K | 3.5% |
| Boston Common Asset Management, LLC | 150.4K | 3.3% |
| Calamos Wealth Management LLC | 148.2K | 3.3% |
| Vise Technologies, Inc. | 118.0K | 2.6% |
| Crossmark Global Holdings, Inc. | 115.2K | 2.5% |
| Henry James International Management Inc. | 88.1K | 1.9% |
| QUADRANT CAPITAL GROUP LLC | 73.1K | 1.6% |
| CITIGROUP INC | 50.7K | 1.1% |
| Ethic Inc. | 45.6K | 1.0% |
| CIBC Asset Management Inc | 45.3K | 1.0% |
| Creative Planning | 45.0K | 1.0% |
| Ativo Capital Management LLC | 43.2K | 1.0% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 37.6K | 0.8% |
| GREENLEAF TRUST | 34.8K | 0.8% |
| Kathmere Capital Management, LLC | 34.6K | 0.8% |
| Atria Investments, Inc | 34.0K | 0.8% |
| Allspring Global Investments Holdings, LLC | 33.3K | 0.7% |
| Aaron Wealth Advisors LLC | 31.5K | 0.7% |
| Hennion & Walsh Asset Management, Inc. | 31.2K | 0.7% |
| PARK AVENUE SECURITIES LLC | 28.3K | 0.6% |
| Investment Research Partners LLC | 28.1K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Artemis Investment Management LLP | Sold Out | 85.6K | 0 | -85.6K |
| CIBC Asset Management Inc | New | 0 | 45.3K | +45.3K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | New | 0 | 37.6K | +37.6K |
| Calamos Wealth Management LLC | Reduced | 181.9K | 148.2K | -33.7K |
| TD Waterhouse Canada Inc. | Sold Out | 28.5K | 0 | -28.5K |
| Crossmark Global Holdings, Inc. | Reduced | 142.8K | 115.2K | -27.6K |
| Vise Technologies, Inc. | Increased | 90.6K | 118.0K | +27.5K |
| Boston Common Asset Management, LLC | Reduced | 165.9K | 150.4K | -15.6K |
| Ethic Inc. | Increased | 30.3K | 45.6K | +15.3K |
| TODD ASSET MANAGEMENT LLC | Increased | 1.8M | 1.8M | +10.8K |
| Greenspring Advisors, LLC | New | 0 | 10.7K | +10.7K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Reduced | 170.4K | 160.5K | -9.8K |
| Atria Investments, Inc | Increased | 24.6K | 34.0K | +9.4K |
| Ativo Capital Management LLC | Reduced | 51.1K | 43.2K | -8.0K |
| Wedmont Private Capital | New | 0 | 7.8K | +7.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 15.8K | 23.5K | +7.6K |
| Creative Planning | Increased | 37.5K | 45.0K | +7.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | Reduced | 13.5K | 7.4K | -6.1K |
| Perigon Wealth Management, LLC | Increased | 6.3K | 12.1K | +5.8K |
| NORDEN GROUP LLC | Sold Out | 5.3K | 0 | -5.3K |
| Gradient Investments LLC | Reduced | 165.2K | 160.6K | -4.5K |
| Hennion & Walsh Asset Management, Inc. | Increased | 27.6K | 31.2K | +3.7K |
| TRUIST FINANCIAL CORP | Reduced | 23.8K | 20.5K | -3.3K |
| OpenArc Corporate Advisory, LLC | Increased | 15.5K | 18.2K | +2.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 12.4K | 15.0K | +2.6K |
| PARK AVENUE SECURITIES LLC | Reduced | 30.9K | 28.3K | -2.6K |
| Portside Wealth Group, LLC | Reduced | 9.4K | 7.0K | -2.4K |
| Lido Advisors, LLC | Increased | 25.6K | 27.9K | +2.3K |
| CITIGROUP INC | Increased | 48.4K | 50.7K | +2.3K |
| Kathmere Capital Management, LLC | Increased | 32.3K | 34.6K | +2.3K |
| Net Worth Advisory Group | Reduced | 11.0K | 9.3K | -1.7K |
| ASSETMARK, INC | Increased | 13.4K | 15.1K | +1.6K |
| HB Wealth Management, LLC | Increased | 16.8K | 18.4K | +1.6K |
| Aaron Wealth Advisors LLC | Reduced | 33.1K | 31.5K | -1.6K |
| XPONANCE LLC | Increased | 14.8K | 16.4K | +1.6K |
| D'Orazio & Associates, Inc. | Reduced | 12.5K | 11.0K | -1.6K |
| GREENLEAF TRUST | Reduced | 36.3K | 34.8K | -1.5K |
| Ascent Group, LLC | Increased | 11.8K | 13.4K | +1.5K |
| Baron Wealth Management LLC | Reduced | 8.6K | 7.1K | -1.4K |
| Provenance Wealth Advisors, LLC | New | 0 | 1.3K | +1.3K |
| GAMMA Investing LLC | Increased | 10.4K | 11.6K | +1.1K |
| Allspring Global Investments Holdings, LLC | Increased | 32.2K | 33.3K | +1.0K |
| Aprio Wealth Management, LLC | Increased | 10.1K | 11.0K | +920 |
| Gilman Hill Asset Management, LLC | Reduced | 199.4K | 198.5K | -865 |
| SmartHarvest Portfolios, LLC | Increased | 7.6K | 8.4K | +786 |
| Investment Research Partners LLC | Increased | 27.3K | 28.1K | +770 |
| Crestwood Advisors Group, LLC | Increased | 6.3K | 6.8K | +547 |
| Farther Finance Advisors, LLC | Increased | 3.9K | 4.4K | +543 |
| Diversify Advisory Services, LLC | Reduced | 6.7K | 6.2K | -538 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Reduced | 6.7K | 6.2K | -538 |
| Plan A Wealth LLC | Increased | 27.2K | 27.8K | +535 |
| 55 North Private Wealth, LLC | Increased | 5.6K | 6.1K | +528 |
| Pinnacle Wealth Planning Services, Inc. | Reduced | 10.7K | 10.2K | -493 |
| EverSource Wealth Advisors, LLC | Increased | 2.1K | 2.6K | +478 |
| TRED AVON FAMILY WEALTH, LLC | Reduced | 24.0K | 23.6K | -425 |
| Root Financial Partners, LLC | New | 0 | 420 | +420 |
| Versant Capital Management, Inc | Increased | 20.2K | 20.6K | +418 |
| West Financial Advisors, LLC | New | 0 | 380 | +380 |
| Elyxium Wealth, LLC | New | 0 | 354 | +354 |
| SAGE RHINO CAPITAL LLC | Reduced | 7.7K | 7.4K | -324 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.