Evid Invest
Who owns IXWhat IX owns

Who owns ORIX Corporation?

Institutional ownership of IX from SEC Form 13F filings across 208 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

208

13F holders

$1.11B

value, 2026 filers

2.8%

of shares outstanding (31.5M sh)

44

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IX's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1FMR LLC6.0M$229.5M0.0%0.5%+1.5%
2MORGAN STANLEY5.0M$190.1M0.0%0.4%-0.2%
3BANK OF AMERICA CORP /DE/3.2M$122.7M0.0%0.3%+11.5%
4Clearbridge Investments, LLC1.8M$66.7M0.1%0.2%+67.0%
5NORTHERN TRUST CORP1.4M$51.6M0.0%0.1%+3.6%
6AMERICAN CENTURY COMPANIES INC1.2M$44.1M0.0%0.1%+20.4%
7TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY1.1M$43,6310.3%0.1%0.0%
8NATIXIS ADVISORS, LLC1.0M$39,9030.0%0.1%+36.1%
9Quantinno Capital Management LP1.0M$39.5M0.0%0.1%+12.3%
10BlackRock, Inc.903,214$34.4M0.0%0.1%-3.8%
11ENVESTNET ASSET MANAGEMENT INC785,332$29.9M0.0%0.1%+53.7%
12JONES FINANCIAL COMPANIES LLLP654,254$25.0M0.0%0.1%+7.9%
13JPMORGAN CHASE & CO564,688$21.7M0.0%0.1%+79.8%
14WELLS FARGO & COMPANY/MN520,280$19.8M0.0%0%+13.1%
15O'SHAUGHNESSY ASSET MANAGEMENT, LLC391,459$14.9M0.1%0%+34.5%
16Sixth Street Partners Management Company, L.P.NEW382,934$14.6M2.5%0%new
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC382,934$14.6M0.0%0%+8.8%
18RAYMOND JAMES FINANCIAL INC271,060$10.3M0.0%0%+29.4%
19RITHOLTZ WEALTH MANAGEMENT257,474$9.8M0.1%0%+147.3%
20SEI INVESTMENTS CO178,737$6.8M0.0%0%+12.0%
21MERCER GLOBAL ADVISORS INC /ADV175,597$6.7M0.0%0%+5.9%
22Bank of New York Mellon Corp173,045$6.6M0.0%0%+12.0%
23OPPENHEIMER ASSET MANAGEMENT INC.170,373$6.5M0.1%0%+6.1%
24QRG CAPITAL MANAGEMENT, INC.166,395$6.3M0.1%0%+8.5%
25Connor, Clark & Lunn Investment Management Ltd.162,560$6.2M0.0%0%+130.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.