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Funds · IX

Who owns IX?

Institutional ownership of ORIX Corporation from Form 13F, Q2 2026

317 institutional managers reported holding ORIX Corporation (IX) in Form 13F filings for Q2 2026, with 37,301,766 shares worth $1.4B. The largest reported holder was FMR LLC. Managers that filed both quarters added a net 3,376,227 shares (+10.0%). 61 opened new positions and 23 sold out.

Funds holding
317
Value held
$1.4B
New / sold out
61 / 23
Net shares, same filers
+10.0%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of IX

FundValueShare of 13F holdingsSharesMove
FMR LLC$230M16.2%6,033,914Added
Morgan Stanley$190M13.4%4,998,666Trimmed
Bank of America Corp$123M8.6%3,225,609Added
Todd Asset Management LLC$69.3M4.9%1,822,511Trimmed
Clearbridge Investments, LLC$66.7M4.7%1,752,822Added
Northern Trust Corp$51.6M3.6%1,356,665Added
Cullen Capital Management, LLC$46.4M3.3%1,220,846Added
American Century Companies Inc$44.1M3.1%1,158,412Added
Teachers Retirement System of the State of Kentucky$43.6M3.1%1,147,000Unchanged
Natixis Advisors, LLC$39.9M2.8%1,048,981Added
Quantinno Capital Management LP$39.5M2.8%1,038,092Added
BlackRock, Inc.$34.4M2.4%903,214Trimmed
Envestnet Asset Management Inc$29.9M2.1%785,332Added
Jones Financial Companies LLLP$25.0M1.8%654,254Added
JPMorgan Chase & Co$21.7M1.5%564,688Added
Wells Fargo & Company$19.8M1.4%520,280Added
O'Shaughnessy Asset Management, LLC$14.9M1.0%391,459Added
Charles Schwab Investment Management Inc$14.6M1.0%382,934Added
Eagle Global Advisors LLC$13.2M0.9%348,148Added
AQR Capital Management LLC$10.7M0.8%280,804Added
Raymond James Financial Inc$10.3M0.7%271,060Added
Curi Capital, LLC$8.3M0.6%219,971Added
Gilman Hill Asset Management, LLC$7.6M0.5%199,365Trimmed
Calamos Wealth Management LLC$6.9M0.5%181,922Added
Sei Investments Co$6.8M0.5%178,737Added

Share of 13F holdings is each fund's shares as a share of the 37,301,766 IX shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Clearbridge Investments, LLC Added+$26.8M
  2. Bank of America Corp Added+$12.6M
  3. Natixis Advisors, LLC Added+$10.6M
  4. Envestnet Asset Management Inc Added+$10.4M
  5. JPMorgan Chase & Co Added+$9.6M
  6. Curi Capital, LLC Added+$7.6M
  7. American Century Companies Inc Added+$7.5M
  8. Cullen Capital Management, LLC Added+$5.3M
  9. Quantinno Capital Management LP Added+$4.3M
  10. AQR Capital Management LLC Added+$4.1M

Biggest sellers in Q2 2026

  1. Jane Street Group, LLC Sold out-$5.0M
  2. Calamos Advisors LLC Sold out-$4.9M
  3. Two Sigma Investments, LP Trimmed-$3.8M
  4. Renaissance Technologies LLC Sold out-$3.3M
  5. BNP Paribas Financial Markets Trimmed-$1.5M
  6. BlackRock, Inc. Trimmed-$1.4M
  7. Dimensional Fund Advisors LP Trimmed-$952K
  8. Strategic Global Advisors, LLC Trimmed-$916K
  9. Henry James International Management Inc. Trimmed-$886K
  10. Todd Asset Management LLC Trimmed-$667K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $163M and sold $30.5M; 143 added and 52 trimmed.

Questions about IX ownership

Who owns IX stock?
317 institutional investment managers reported IX positions in their Form 13F filings for Q2 2026, holding 37,301,766 shares worth $1.4B in total. FMR LLC reported the largest position.
Are funds buying or selling IX?
In Q2 2026, 61 managers opened new IX positions, 143 added, 52 trimmed and 23 sold out. Managers that filed in both quarters added a net 3,376,227 shares.
How current is this IX institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to IX by CUSIP. Options are left out. IX news and filings · IX insider trades · Top funds