IX — ORIX CORP
As of Q2 2026, 19 SEC-registered investment managers reported holding IX (ORIX CORP) in their latest 13F filings, with a combined reported value of $714.20M across 18.77M shares. That is +5.5% by share count (+984.72K shares) versus the previous quarter, while reported value moved +33.9%. Ownership is concentrated: the five largest holders account for 88.0% of reported value and the top ten for 98.2%.
Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 4 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IX is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 6.03M | $229.53M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 5.00M | $190.15M | 0.01% | Hold |
| Bank of America Corp history | Q2 2026 | 3.23M | $122.70M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 1.36M | $51.61M | 0.01% | Add |
| BlackRock Inc history | Q2 2026 | 903.21K | $34.36M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 564.69K | $21.70M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 520.28K | $19.79M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 382.93K | $14.57M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 280.80K | $10.68M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 173.04K | $6.58M | 0.00% | Add |
| Renaissance Technologies history | Q1 2026 | 109.60K | $3.29M | 0.01% | New |
| UBS Group AG history | Q2 2026 | 72.49K | $2.76M | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 52.65K | $2.00M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 48.38K | $1.84M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 42.14K | $1.60M | 0.00% | Reduce |
| Marshall Wace history | Q3 2025 | 58.49K | $1.53M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 39.85K | $1.52M | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 35.44K | $1.35M | 0.00% | Add |
| Geode Capital Management history | Q4 2021 | 10.20K | $1.04M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q3 2025 | 26.56K | $693.83K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 564.69K sh · $21.70M
- Balyasny Asset Management 17.80K sh · $677.30K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 109.60K sh · $3.29M
- Citadel Advisors sold 21.30K sh · $638.79K
- Arrowstreet Capital sold 19.21K sh · $576.26K
- Point72 Asset Management sold 8.39K sh · $251.50K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 400.95K | 431.14K | 427.71K | 440.99K | 427.92K | 453.48K | 405.56K | 421.43K | 439.13K | 446.87K | 529.20K | 589.51K | 647.69K | 762.76K | 4.00M | 4.15M | 4.91M | 5.51M | 5.94M | 6.03M |
| Morgan Stanley | 470.67K | 452.43K | 443.21K | 1.04M | 969.80K | 991.54K | 1.11M | 1.14M | 986.49K | 989.80K | 1.01M | 1.02M | 1.03M | 1.02M | 4.95M | 5.05M | 5.04M | 5.12M | 5.01M | 5.00M |
| Bank of America Corp | 88.78K | 108.82K | 107.94K | 103.09K | 103.13K | 88.44K | 90.86K | 275.62K | 469.71K | 461.49K | 470.04K | 472.95K | 419.47K | 424.77K | 2.25M | 2.35M | 2.38M | 2.87M | 2.89M | 3.23M |
| Northern Trust Corp | 136.09K | 137.25K | 135.19K | 130.53K | 126.56K | 121.53K | 123.64K | 129.65K | 130.17K | 128.83K | 131.67K | 132.17K | 131.44K | 213.97K | 1.07M | 1.07M | 1.09M | 1.07M | 1.31M | 1.36M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 195.22K | 187.59K | 922.47K | 876.51K | 934.44K | 906.74K | 938.97K | 903.21K |
| JPMorgan Chase & Co | 1.04K | 1.06K | 1.02K | 3.91K | 3.26K | 2.25K | 2.03K | 2.58K | 2.89K | 1.45K | 1.97K | 2.46K | 7.35K | 10.23K | 91.61K | 150.48K | 169.10K | 158.51K | — | 564.69K |
| Wells Fargo & Co | 221.65K | 204.83K | 254.16K | 245.99K | 329.41K | 323.32K | 325.04K | 324.40K | 324.98K | 326.79K | 224.17K | 219.18K | 175.91K | 158.30K | 713.26K | 723.35K | 125.08K | 125.12K | 460.01K | 520.28K |
| Charles Schwab Investment Management | — | — | — | — | — | — | 2.59K | 5.72K | 10.69K | 14.07K | 18.37K | 23.23K | 26.21K | 27.86K | 145.59K | 153.32K | 219.10K | 284.17K | 352.07K | 382.93K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 2.10K | 3.76K | 5.89K | 8.35K | 44.55K | 79.97K | 103.81K | 132.11K | 172.04K | 280.80K |
| BNY Mellon | 11.41K | 11.65K | 11.95K | 10.86K | 8.32K | 12.08K | 12.77K | 13.34K | 14.01K | 18.31K | 18.28K | 19.46K | 20.71K | 21.18K | 112.93K | 117.46K | 124.22K | 128.43K | 154.48K | 173.04K |
| UBS Group AG | 2.71K | 3.63K | 4.66K | 3.87K | 3.55K | 4.73K | 2.86K | 3.26K | 2.74K | 2.96K | 3.15K | 2.23K | 5.50K | 3.21K | 11.08K | 11.76K | 15.15K | 26.76K | 66.47K | 72.49K |
| PNC Financial Services | 4.85K | 5.04K | 5.08K | 4.77K | 5.32K | 6.18K | 6.12K | 7.09K | 7.30K | 7.34K | 7.38K | 6.60K | 6.70K | 6.91K | 34.35K | 38.57K | 40.87K | 44.06K | 46.66K | 52.65K |
| Citigroup Inc | 5.47K | 5.69K | 4.46K | 3.67K | 3.80K | 3.49K | 4.15K | 4.80K | 4.71K | 4.39K | 4.31K | 4.50K | 4.35K | 4.59K | 13.67K | 14.59K | 8.28K | 7.54K | 44.41K | 48.38K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.57K | — | — | — | 40.48K | 140.76K | 42.14K |
| Goldman Sachs Group | 41.47K | 44.30K | 45.95K | 46.12K | 39.66K | 44.08K | 43.56K | 44.87K | 44.86K | 44.46K | 13.35K | 16.68K | 14.11K | 14.42K | 96.45K | 96.55K | 80.20K | 81.64K | 57.19K | 39.85K |
| Millennium Management | — | 2.00K | — | 4.32K | — | 5.15K | — | 16.31K | — | — | — | — | — | 6.54K | 203.97K | 366.53K | 33.23K | — | 19.94K | 35.44K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.80K |
| Franklin Resources | 2.49K | 2.30K | 2.48K | 2.39K | — | — | 2.70K | 2.70K | 2.71K | 2.80K | 2.79K | 2.75K | 2.84K | 3.14K | 15.80K | 15.70K | 16.15K | 16.06K | 16.09K | 15.83K |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9 | — | — | — | 2.29K | 4.73K |
| Citadel Advisors | 3.38K | 15.48K | 12.86K | 19.38K | — | — | 4.96K | 10.71K | 7.81K | 7.98K | 16.76K | 7.72K | 4.15K | 6.61K | — | — | 52.49K | 12.18K | 21.30K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details