ORIX Corporation 13F holders
323 funds reported a position in ORIX Corporation in their 13F for the quarter ended 30 June 2026, together 37.3 million shares worth $1.42 billion. Against the quarter before, 51 opened a position, 149 added, 54 trimmed and 23 sold out; together they bought a net 3.4 million shares. The largest holders: FMR LLC, Morgan Stanley and Bank of America Corp.
Funds holding323+37 on Q1 2026
Shares they held37.3Mworth $1.42 billion
Net bought on the quarter3.4M sharesabout $128.5 million at the funds' values
Funds buying to selling200 to 77opened or added, to cut or sold
Opened 51Added 149Held 66Trimmed 54Sold out 23
What each fund did in IX against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in IX in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
5,013 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 188 reported a position in ORIX Corporation: 19 opened one, 67 added, 42 trimmed and 15 sold out, a net 141,255 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 3 reported a position in ORIX Corporation in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 6.0 million shares worth $229.5 million, 0.0% of its reported book. Sold out: Renaissance Technologies, Citadel Advisors, Point72 Asset Management. In the quarter, 2 funds added or opened a position and 4 trimmed or sold out; together they sold a net 132,495 shares, about $5.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 6,033,914 | $229.5 million | 0.0% | +89,911 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 42,137 | $1.6 million | 0.0% | -98,619 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 35,442 | $1.3 million | 0.0% | +15,499 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -109,600 | exited | 30 June 2026 | 13F |
| Citadel Advisors | 0 | $0 | 0.0% | -21,300 | exited | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -8,386 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 6,033,914 | 16.17% | $229.5 million | 0.01% | +89,911 | 13F |
| Morgan Stanley | 4,998,666 | 13.40% | $190.1 million | 0.01% | -8,549 | 13F |
| Bank of America Corp. | 3,225,609 | 8.64% | $122.7 million | 0.01% | +331,717 | 13F |
| Todd Asset Management LLC | 1,822,511 | 4.88% | $69.3 million | 1.23% | -17,547 | 13F |
| Clearbridge Investments, LLC | 1,752,822 | 4.70% | $66.7 million | 0.06% | +703,278 | 13F |
| Northern Trust Corp. | 1,356,665 | 3.64% | $51.6 million | 0.01% | +47,257 | 13F |
| Cullen Capital Management, LLC | 1,220,846 | 3.27% | $46.4 million | 0.46% | +140,485 | 13F |
| American Century Companies Inc. | 1,158,412 | 3.10% | $44.1 million | 0.02% | +196,012 | 13F |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | 3.07% | $43.6 million | 0.30% | no change | 13F |
| Natixis Advisors, LLC | 1,048,981 | 2.81% | $39.9 million | 0.04% | +278,382 | 13F |
| Quantinno Capital Management LP | 1,038,092 | 2.78% | $39.5 million | 0.05% | +113,677 | 13F |
| BlackRock, Inc. | 903,214 | 2.42% | $34.4 million | 0.00% | -35,753 | 13F |
| Envestnet Asset Management Inc. | 785,332 | 2.10% | $29.9 million | 0.01% | +274,264 | 13F |
| Jones Financial Companies Lllp | 654,254 | 1.75% | $25.0 million | 0.01% | +47,954 | 13F |
| JPMorgan Chase & Co. | 564,688 | 1.51% | $21.7 million | 0.00% | +250,546 | 13F |
| Wells Fargo & Company | 520,280 | 1.39% | $19.8 million | 0.00% | +60,267 | 13F |
| O'shaughnessy Asset Management, LLC | 391,459 | 1.05% | $14.9 million | 0.07% | +100,380 | 13F |
| Charles Schwab Investment Management Inc. | 382,934 | 1.03% | $14.6 million | 0.00% | +30,862 | 13F |
| Eagle Global Advisors LLC | 348,148 | 0.93% | $13.2 million | 0.44% | +12,770 | 13F |
| AQR Capital Management LLC | 280,804 | 0.75% | $10.7 million | 0.00% | +108,759 | 13F |
| Raymond James Financial Inc. | 271,060 | 0.73% | $10.3 million | 0.00% | +61,508 | 13F |
| Curi Capital, LLC | 219,971 | 0.59% | $8.3 million | 0.13% | +199,549 | 13F |
| Gilman Hill Asset Management, LLC | 199,365 | 0.53% | $7.6 million | 1.04% | -3,792 | 13F |
| Calamos Wealth Management LLC | 181,922 | 0.49% | $6.9 million | 0.21% | +18,582 | 13F |
| Sei Investments Co. | 178,737 | 0.48% | $6.8 million | 0.01% | +19,209 | 13F |
| Mercer Global Advisors Inc. | 175,597 | 0.47% | $6.7 million | 0.01% | +9,797 | 13F |
| Bank of New York Mellon Corp | 173,045 | 0.46% | $6.6 million | 0.00% | +18,568 | 13F |
| Oppenheimer Asset Management Inc. | 170,373 | 0.46% | $6.5 million | 0.07% | +9,831 | 13F |
| QRG Capital Management, Inc. | 166,395 | 0.45% | $6.3 million | 0.05% | +13,092 | 13F |
| Boston Common Asset Management, LLC | 165,949 | 0.44% | $6.3 million | 0.37% | -9,223 | 13F |
| Gradient Investments LLC | 165,151 | 0.44% | $6.3 million | 0.09% | +7,697 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 162,560 | 0.44% | $6.2 million | 0.01% | +92,119 | 13F |
| Crossmark Global Holdings, Inc. | 142,762 | 0.38% | $5.4 million | 0.07% | -1,474 | 13F |
| Vanguard Personalized Indexing Management, LLC | 139,524 | 0.37% | $5.3 million | 0.04% | +4,829 | 13F |
| Cerity Partners LLC | 131,236 | 0.35% | $5.0 million | 0.01% | +8,244 | 13F |
| Ritholtz Wealth Management | 128,737 | 0.35% | $4.9 million | 0.07% | +24,640 | 13F |
| Royal Bank of Canada | 121,062 | 0.32% | $4.6 million | 0.00% | +32,612 | 13F |
| Pathstone Holdings, LLC | 120,625 | 0.32% | $4.6 million | 0.01% | -2,737 | 13F |
| Healthcare of Ontario Pension Plan Trust Fund | 114,400 | 0.31% | $4.4 million | 0.01% | no change | 13F |
| Orion Porfolio Solutions, LLC | 112,461 | 0.30% | $4.3 million | 0.03% | +15,920 | 13F |
| MML Investors Services, LLC | 107,109 | 0.29% | $4.1 million | 0.01% | +40,735 | 13F |
| BTC Capital Management, Inc. | 106,698 | 0.29% | $4.1 million | 0.25% | +54,413 | 13F |
| Callan Family Office, LLC | 105,134 | 0.28% | $4.0 million | 0.08% | +1,096 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 97,086 | 0.26% | $3.7 million | 0.00% | no change | 13F |
| Naples Global Advisors, LLC | 93,617 | 0.25% | $3.6 million | 0.22% | +350 | 13F |
| US Bancorp | 92,534 | 0.25% | $3.5 million | 0.00% | +16,038 | 13F |
| Vise Technologies, Inc. | 90,551 | 0.24% | $3.4 million | 0.04% | +23,562 | 13F |
| Mariner, LLC | 88,625 | 0.24% | $3.4 million | 0.00% | +11,718 | 13F |
| Henry James International Management Inc. | 88,169 | 0.24% | $3.4 million | 1.00% | -23,286 | 13F |
| Artemis Investment Management LLP | 85,561 | 0.23% | $3.3 million | 0.03% | new | 13F |
The 50 largest of the 323 funds that reported a position in IX in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 23 July 2026 | 13G/A | Sumitomo Mitsui Trust Group, Inc. and 1 other | 55.8 million | 5.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 13 October 2026 | 5 | $36.85 | SEC |
| 30 September 2026 | 3,038 | $38.23 | SEC |
| 25 September 2026 | 52,181 | $38.32 | SEC |
| 23 September 2026 | 4,085 | $39.53 | SEC |
| 18 September 2026 | 9,378 | $40.25 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.