Orix IX Institutional Ownership

NYSE IX

$36.46 -0.26 (-0.71%)

As of: Oct 23, 2026 · 3:59 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

3.34%

▲+0.31 pp QoQ

Shares Held by Institutions

37.29Mn

of 1.12Bn outstanding

▲+9.49% 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)

+3.23Mn

accumulated since last quarter

Value of Holdings

$1.37Bn

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

Updated Oct 22, 2026

Orix Corp (NYSE:IX) had 318 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 3.34% of outstanding shares in Q2 2026, up from 3.03% the quarter before.
Total shares held in IX rose 9.49% from Q1 2026; the number of holders rose 52.15% from Q2 2025.
Of the 318 holders of IX in Q2 2026, 209 added to their positions, 57 reduced their stakes and 52 left their positions unchanged.
Institutional investors held 37.29Mn shares of Orix in total at the end of Q2 2026, up 3.23Mn from the prior quarter and up 16.94Mn from a year earlier.
FMR LLC was the top holder of Orix as of June 30, 2026, with 6.03Mn shares, or 0.54% of shares outstanding.
Among existing holders, the largest additions to Orix in Q2 2026 came from Clearbridge Investments, LLC (+703.28K shares), Bank of America Corp (+331.72K shares), Natixis Advisors, LLC (+278.38K shares), Envestnet Asset Management Inc (+274.26K shares) and JPMorgan Chase & Co (+250.55K shares).
Holders that trimmed the most shares of Orix in Q2 2026 while keeping a position were Two Sigma Investments, LP (-98.62K shares), BNP Paribas Financial Markets (-39.46K shares), BlackRock, Inc. (-35.75K shares), Dimensional Fund Advisors LP (-25.04K shares) and Strategic Global Advisors, LLC (-24.07K shares).
According to Business Quant data, the leading holders of IX for Q2 2026 were FMR LLC (6.03Mn shares), Morgan Stanley (5Mn shares), Bank of America Corp (3.23Mn shares), Todd Asset Management LLC (1.82Mn shares), Clearbridge Investments, LLC (1.75Mn shares), Northern Trust Corp (1.36Mn shares), Cullen Capital Management, LLC (1.22Mn shares), American Century Companies Inc (1.16Mn shares), Teachers Retirement System of the State of Kentucky (1.15Mn shares) and Natixis Advisors, LLC (1.05Mn shares).

Form 13F Holdings

318 Institutional Holders

Report period 30 Jun, 2026

Total shares held 37.29Mn

Of outstanding 3.34%

#	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	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
20	AQR CAPITAL MANAGEMENT LLC	0001167557	280,804	0.03%	▲108,759	+63.22%	$10.68Mn

Showing 1 to 20 of 318 holders