Orix IX Institutional Ownership

NYSE IX

$37.81 -0.42 (-1.10%)

As of: Sep 30, 2026 · 3:20 PM EDT

Institutions by Trading Activity

318 Institutions

Increased 209 65.7%

Unchanged 52 16.4%

Reduced 57 17.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

3.37%

▲+0.32 pp QoQ

Shares Held by Institutions

37.67Mn

of 1.12Bn outstanding

▲+12.95% QoQ

Shares Outstanding

1.12Bn

1.08Bn held outside 13F filers

Institutional Investors

318

filed 13F for Jun 2026

▲+37 vs prior quarter

Net Shares Added (QoQ)

+4.32Mn

accumulated since last quarter

Value of Holdings

$1.44Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Orix Corp (NYSE:IX) showed up in the 13F filings of 318 institutional investors as of June 2026.

Collectively, these holders controlled 3.4% of Orix's outstanding shares in June 2026, up from 3.0% in March 2026.
They increased total shares held in Orix by 12.95% from last quarter, and the number of investors in IX increased 51.43% annually.
During the quarter, 209 of these 318 funds increased positions in IX, 57 reduced exposure, and 52 held steady.
In total, institutional investors held 37.67Mn shares in Orix as of June 2026, up by 4.32Mn shares quarter on quarter, and up 17.32Mn shares year over year.
FMR LLC holds the largest position in IX at 6.03Mn shares as of June 30, 2026, or 0.54% of shares outstanding.
The largest buyers of Orix for the quarter ending June 2026 were Clearbridge Investments, LLC (703.28K), Sixth Street Partners Management Company, L.P. (382.93K), Bank Of America Corp /De/ (331.72K), NATIXIS ADVISORS, LLC (278.38K), ENVESTNET ASSET MANAGEMENT INC (274.26K).
The biggest sellers of Orix for the quarter ending June 2026 included TWO SIGMA INVESTMENTS, LP (98.62K), BNP PARIBAS FINANCIAL MARKETS (39.46K), BlackRock, Inc. (35.75K), DIMENSIONAL FUND ADVISORS LP (25.04K), Strategic Global Advisors, LLC (24.07K).
Per Business Quant, the top 10 investors in IX for the quarter ending June 2026 include FMR LLC (6.03Mn), Morgan Stanley (5.0Mn), Bank Of America Corp /De/ (3.23Mn), TODD ASSET MANAGEMENT LLC (1.82Mn), Clearbridge Investments, LLC (1.75Mn), Northern Trust Corp (1.36Mn), Cullen Capital Management, LLC (1.22Mn), AMERICAN CENTURY COMPANIES INC (1.16Mn), TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY (1.15Mn), NATIXIS ADVISORS, LLC (1.05Mn).

Form 13F Holdings

318 Institutional Holders

Report period 30 Jun, 2026

Total shares held 37.67Mn

Of outstanding 3.37%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	6,033,914	0.54%	▲89,911	+1.51%	$229.53Mn
2	Morgan Stanley	0000895421	4,998,666	0.45%	▼8,549	-0.17%	$190.15Mn
3	Bank Of America Corp /De/	0000070858	3,225,609	0.29%	▲331,717	+11.46%	$122.70Mn
4	TODD ASSET MANAGEMENT LLC	0001071483	1,822,511	0.16%	▼17,547	-0.95%	$69.33Mn
5	Clearbridge Investments, LLC	0001348883	1,752,822	0.16%	▲703,278	+67.01%	$66.68Mn
6	Northern Trust Corp	0000073124	1,356,665	0.12%	▲47,257	+3.61%	$51.61Mn
7	Cullen Capital Management, LLC	0001362535	1,220,846	0.11%	▲140,485	+13.00%	$46.44Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	1,158,412	0.10%	▲196,012	+20.37%	$44.07Mn
9	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0000714142	1,147,000	0.10%	0	0.00%	$43.63K
10	NATIXIS ADVISORS, LLC	0001018331	1,048,981	0.09%	▲278,382	+36.13%	$39.90K
11	Quantinno Capital Management LP	0001759654	1,038,092	0.09%	▲113,677	+12.30%	$39.49Mn
12	BlackRock, Inc.	0002012383	903,214	0.08%	▼35,753	-3.81%	$34.36Mn
13	ENVESTNET ASSET MANAGEMENT INC	0001407543	785,332	0.07%	▲274,264	+53.66%	$29.87Mn
14	JONES FINANCIAL COMPANIES LLLP	0000815917	654,254	0.06%	▲47,954	+7.91%	$25.04Mn
15	Jpmorgan Chase & Co	0000019617	564,688	0.05%	▲250,546	+79.76%	$21.70Mn
16	Wells Fargo & Company/Mn	0000072971	520,280	0.05%	▲60,267	+13.10%	$19.79Mn
17	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0001423442	391,459	0.04%	▲100,380	+34.49%	$14.89Mn
18	Sixth Street Partners Management Company, L.P.	0001812095	382,934	0.03%	▲382,934	0.00%	$14.57Mn
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	382,934	0.03%	▲30,862	+8.77%	$14.57Mn
19	EAGLE GLOBAL ADVISORS LLC	0001130787	348,148	0.03%	▲12,770	+3.81%	$13.24Mn

Showing 1 to 20 of 318 holders