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 June 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.
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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 |
|---|---|---|
| FMR LLC | 6.0M | 16.2% |
| MORGAN STANLEY | 5.0M | 13.4% |
| BANK OF AMERICA CORP /DE/ | 3.2M | 8.6% |
| TODD ASSET MANAGEMENT LLC | 1.8M | 4.9% |
| Clearbridge Investments, LLC | 1.8M | 4.7% |
| NORTHERN TRUST CORP | 1.4M | 3.6% |
| Cullen Capital Management, LLC | 1.2M | 3.3% |
| AMERICAN CENTURY COMPANIES INC | 1.2M | 3.1% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1.1M | 3.1% |
| NATIXIS ADVISORS, LLC | 1.0M | 2.8% |
| Quantinno Capital Management LP | 1.0M | 2.8% |
| BlackRock, Inc. | 903.2K | 2.4% |
| ENVESTNET ASSET MANAGEMENT INC | 785.3K | 2.1% |
| JONES FINANCIAL COMPANIES LLLP | 654.3K | 1.8% |
| JPMORGAN CHASE & CO | 564.7K | 1.5% |
| WELLS FARGO & COMPANY/MN | 520.3K | 1.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 391.5K | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 382.9K | 1.0% |
| EAGLE GLOBAL ADVISORS LLC | 348.1K | 0.9% |
| AQR CAPITAL MANAGEMENT LLC | 280.8K | 0.8% |
| RAYMOND JAMES FINANCIAL INC | 271.1K | 0.7% |
| Curi Capital, LLC | 220.0K | 0.6% |
| Gilman Hill Asset Management, LLC | 199.4K | 0.5% |
| Calamos Wealth Management LLC | 181.9K | 0.5% |
| SEI INVESTMENTS CO | 178.7K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Clearbridge Investments, LLC | Increased | 1.0M | 1.8M | +703.3K |
| BANK OF AMERICA CORP /DE/ | Increased | 2.9M | 3.2M | +331.7K |
| NATIXIS ADVISORS, LLC | Increased | 770.6K | 1.0M | +278.4K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 511.1K | 785.3K | +274.3K |
| JPMORGAN CHASE & CO | Increased | 314.1K | 564.7K | +250.5K |
| Curi Capital, LLC | Increased | 20.4K | 220.0K | +199.5K |
| AMERICAN CENTURY COMPANIES INC | Increased | 962.4K | 1.2M | +196.0K |
| JANE STREET GROUP, LLC | Sold Out | 167.5K | 0 | -167.5K |
| Calamos Advisors LLC | Sold Out | 163.3K | 0 | -163.3K |
| Cullen Capital Management, LLC | Increased | 1.1M | 1.2M | +140.5K |
| Quantinno Capital Management LP | Increased | 924.4K | 1.0M | +113.7K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 109.6K | 0 | -109.6K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 172.0K | 280.8K | +108.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Increased | 291.1K | 391.5K | +100.4K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 140.8K | 42.1K | -98.6K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 70.4K | 162.6K | +92.1K |
| FMR LLC | Increased | 5.9M | 6.0M | +89.9K |
| Artemis Investment Management LLP | New | 0 | 85.6K | +85.6K |
| RAYMOND JAMES FINANCIAL INC | Increased | 209.6K | 271.1K | +61.5K |
| WELLS FARGO & COMPANY/MN | Increased | 460.0K | 520.3K | +60.3K |
| BTC Capital Management, Inc. | Increased | 52.3K | 106.7K | +54.4K |
| Qube Research & Technologies Ltd | Increased | 30.8K | 84.1K | +53.2K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 606.3K | 654.3K | +48.0K |
| NORTHERN TRUST CORP | Increased | 1.3M | 1.4M | +47.3K |
| MML INVESTORS SERVICES, LLC | Increased | 66.4K | 107.1K | +40.7K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 48.2K | 8.8K | -39.5K |
| BlackRock, Inc. | Reduced | 939.0K | 903.2K | -35.8K |
| ROYAL BANK OF CANADA | Increased | 88.5K | 121.1K | +32.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 352.1K | 382.9K | +30.9K |
| TD Waterhouse Canada Inc. | New | 0 | 28.5K | +28.5K |
| OneAscent Investment Solutions LLC | New | 0 | 28.0K | +28.0K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | 0 | 27.7K | +27.7K |
| Campbell & CO Investment Adviser LLC | New | 0 | 27.3K | +27.3K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 32.6K | 7.5K | -25.0K |
| RITHOLTZ WEALTH MANAGEMENT | Increased | 104.1K | 128.7K | +24.6K |
| Strategic Global Advisors, LLC | Reduced | 32.8K | 8.8K | -24.1K |
| Vise Technologies, Inc. | Increased | 67.0K | 90.6K | +23.6K |
| Henry James International Management Inc. | Reduced | 111.5K | 88.2K | -23.3K |
| STIFEL FINANCIAL CORP | Increased | 27.3K | 50.0K | +22.7K |
| Nuveen, LLC | New | 0 | 22.0K | +22.0K |
| Sanctuary Advisors, LLC | Increased | 23.3K | 44.9K | +21.5K |
| CITADEL ADVISORS LLC | Sold Out | 21.3K | 0 | -21.3K |
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 21.3K | +21.3K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold Out | 21.1K | 0 | -21.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold Out | 19.2K | 0 | -19.2K |
| SEI INVESTMENTS CO | Increased | 159.5K | 178.7K | +19.2K |
| Calamos Wealth Management LLC | Increased | 163.3K | 181.9K | +18.6K |
| Bank of New York Mellon Corp | Increased | 154.5K | 173.0K | +18.6K |
| Balyasny Asset Management L.P. | New | 0 | 17.8K | +17.8K |
| Aquatic Capital Management LLC | Sold Out | 17.6K | 0 | -17.6K |
| TODD ASSET MANAGEMENT LLC | Reduced | 1.8M | 1.8M | -17.5K |
| GOLDMAN SACHS GROUP INC | Reduced | 57.2K | 39.9K | -17.3K |
| LPL Financial LLC | Increased | 66.0K | 83.0K | +17.0K |
| US BANCORP \DE\ | Increased | 76.5K | 92.5K | +16.0K |
| Orion Porfolio Solutions, LLC | Increased | 96.5K | 112.5K | +15.9K |
| MILLENNIUM MANAGEMENT LLC | Increased | 19.9K | 35.4K | +15.5K |
| Hennion & Walsh Asset Management, Inc. | Increased | 14.1K | 27.6K | +13.4K |
| QRG CAPITAL MANAGEMENT, INC. | Increased | 153.3K | 166.4K | +13.1K |
| EAGLE GLOBAL ADVISORS LLC | Increased | 335.4K | 348.1K | +12.8K |
| BLAIR WILLIAM & CO/IL | New | 0 | 12.7K | +12.7K |
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.