Who owns ORIX (IX)
Which tracked institutional funds hold IX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IX is one-sided between 2026-Q1 and 2026-Q2: 102 added or opened and 21 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IX’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 304 tracked filers holding IX, 201 increased or opened the position and 95 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- Sixth Street Partners Management Company, L.P.$15M
- Artemis Investment Management LLP$3M
- TD Waterhouse Canada Inc.$1M
- OneAscent Investment Solutions LLC$1M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$1M
- Campbell & CO Investment Adviser LLC$1M
Full exits 16
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$34M
- NATIXIS ADVISORS, LLC$23M
- JANE STREET GROUP, LLC$5M
- Calamos Advisors LLC$5M
- RENAISSANCE TECHNOLOGIES LLC$3M
- DGS Capital Management, LLC$2M
Largest adds
- FMR LLC$55M
- MORGAN STANLEY$40M
- BANK OF AMERICA CORP /DE/$36M
- Clearbridge Investments, LLC$35M
- AMERICAN CENTURY COMPANIES INC$15M
- ENVESTNET ASSET MANAGEMENT INC$15M
Largest trims
- TWO SIGMA INVESTMENTS, LP$3M
- BNP PARIBAS FINANCIAL MARKETS$1M
- DIMENSIONAL FUND ADVISORS LP$690K
- Strategic Global Advisors, LLC$651K
- GLENMEDE TRUST CO NA$298K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 6,033,914 | $230M | 16.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,998,666 | $190M | 13.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,225,609 | $123M | 9.0% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 1,822,511 | $69M | 5.1% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,752,822 | $67M | 4.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,356,665 | $52M | 3.8% | 2026-Q2 |
| Cullen Capital Management, LLC added | 1,220,846 | $46M | 3.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,158,412 | $44M | 3.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,038,092 | $39M | 2.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 903,214 | $34M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 785,332 | $30M | 2.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 654,254 | $25M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 564,688 | $22M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 520,280 | $20M | 1.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 391,459 | $15M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 382,934 | $15M | 1.1% | 2026-Q2 |
| Sixth Street Partners Management Company, L.P. new | 382,934 | $15M | 1.1% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC added | 348,148 | $13M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 280,804 | $11M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 271,060 | $10M | 0.8% | 2026-Q2 |
| Curi Capital, LLC added | 219,971 | $8M | 0.6% | 2026-Q2 |
| Gilman Hill Asset Management, LLC trimmed | 199,365 | $8M | 0.6% | 2026-Q2 |
| Calamos Wealth Management LLC added | 181,922 | $7M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 178,737 | $7M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 175,597 | $7M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 173,045 | $7M | 0.5% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 170,373 | $6M | 0.5% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 166,395 | $6M | 0.5% | 2026-Q2 |
| Gradient Investments LLC added | 165,151 | $6M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 162,560 | $6M | 0.5% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 142,762 | $5M | 0.4% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 139,524 | $5M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 131,236 | $5M | 0.4% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 128,737 | $5M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 121,062 | $5M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 120,625 | $5M | 0.3% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 114,400 | $4M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 112,461 | $4M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 107,109 | $4M | 0.3% | 2026-Q2 |
| BTC Capital Management, Inc. added | 106,698 | $4M | 0.3% | 2026-Q2 |
| Callan Family Office, LLC added | 105,134 | $4M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 97,086 | $4M | 0.3% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 93,617 | $4M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ added | 92,534 | $4M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. added | 90,551 | $3M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 88,625 | $3M | 0.2% | 2026-Q2 |
| Henry James International Management Inc. trimmed | 88,169 | $3M | 0.2% | 2026-Q2 |
| Artemis Investment Management LLP new | 85,561 | $3M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 84,052 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 82,993 | $3M | 0.2% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 73,960 | $3M | 0.2% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC | 73,134 | $3M | 0.2% | 2026-Q2 |
| UBS Group AG added | 72,488 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS added | 72,570 | $3M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 66,709 | $3M | 0.2% | 2026-Q2 |
| PARADIGM ASSET MANAGEMENT CO LLC | 66,400 | $3M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 60,348 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 53,550 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 53,601 | $2M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 52,651 | $2M | 0.1% | 2026-Q2 |
| Ativo Capital Management LLC trimmed | 51,144 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 49,987 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 48,379 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 45,621 | $2M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 45,373 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 44,868 | $2M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 42,137 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 39,851 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 39,754 | $2M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 38,623 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 37,940 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 37,467 | $1M | 0.1% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 36,300 | $1M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 35,442 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 34,416 | $1M | 0.1% | 2026-Q2 |
| Aaron Wealth Advisors LLC trimmed | 33,056 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 32,926 | $1M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 32,215 | $1M | 0.1% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 32,308 | $1M | 0.1% | 2026-Q2 |
| STATE STREET CORP | 32,135 | $1M | 0.1% | 2026-Q2 |
| Caprock Group, LLC trimmed | 31,176 | $1M | 0.1% | 2026-Q2 |
| Ethic Inc. added | 30,338 | $1M | 0.1% | 2026-Q2 |
| SYON CAPITAL LLC added | 29,862 | $1M | 0.1% | 2026-Q2 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1,147,000 | $34M | 2.5% | 2026-Q1 stale |
| NATIXIS ADVISORS, LLC added | 770,599 | $23M | 1.7% | 2026-Q1 stale |
| JANE STREET GROUP, LLC new | 167,463 | $5M | 0.4% | 2026-Q1 stale |
| Calamos Advisors LLC new | 163,340 | $5M | 0.4% | 2026-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC new | 109,600 | $3M | 0.2% | 2026-Q1 stale |
| Wambolt & Associates, LLC trimmed | 97,031 | $2M | 0.2% | 2025-Q2 stale |
| DGS Capital Management, LLC added | 64,937 | $2M | 0.1% | 2026-Q1 stale |
| AlphaCore Capital LLC trimmed | 66,186 | $2M | 0.1% | 2025-Q4 stale |
| HighTower Advisors, LLC added | 63,767 | $2M | 0.1% | 2026-Q1 stale |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC trimmed | 65,395 | $2M | 0.1% | 2025-Q4 stale |
| Lester Murray Antman dba SimplyRich trimmed | 63,234 | $2M | 0.1% | 2026-Q1 stale |
| CWM, LLC trimmed | 57,631 | $2M | 0.1% | 2026-Q1 stale |
| Capitolis Liquid Global Markets LLC new | 64,900 | $2M | 0.1% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 58,493 | $2M | 0.1% | 2025-Q3 stale |
| Callan Capital, LLC added | 69,576 | $1M | 0.1% | 2025-Q1 stale |
| WHITTIER TRUST CO trimmed | 55,908 | $1M | 0.1% | 2025-Q2 stale |
| Henshaw Capital LLC | 54,585 | $1M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.