Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 5.9M | $178.3M | +7.8% | 0.535% | 0.01% |
| 2 | MORGAN STANLEY | 5.0M | $150.2M | -2.2% | 0.451% | 0.01% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.9M | $86.8M | +0.9% | 0.261% | 0.01% |
| 4 | TODD ASSET MANAGEMENT LLC | 1.8M | $55.2M | +0.7% | 0.166% | 1.08% |
| 5 | NORTHERN TRUST CORP | 1.3M | $39.3M | +22.6% | 0.118% | 0.01% |
| 6 | Cullen Capital Management, LLC | 1.1M | $32.4M | β | 0.097% | 0.33% |
| 7 | Clearbridge Investments, LLC | 1.0M | $31.5M | β | 0.095% | 0.03% |
| 8 | AMERICAN CENTURY COMPANIES INC | 962K | $28.9M | +26.3% | 0.087% | 0.01% |
| 9 | BlackRock, Inc. | 939K | $28.2M | +3.5% | 0.085% | 0.00% |
| 10 | Quantinno Capital Management LP | 924K | $27.7M | +16.3% | 0.083% | 0.05% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 606K | $17.7M | +91210.2% | 0.055% | 0.01% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 511K | $15.3M | +349.4% | 0.046% | 0.00% |
| 13 | WELLS FARGO & COMPANY/MN | 460K | $13.8M | +267.7% | 0.041% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 352K | $10.6M | +23.9% | 0.032% | 0.00% |
| 15 | EAGLE GLOBAL ADVISORS LLC | 335K | $10.1M | +0.1% | 0.030% | 0.36% |
| 16 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 291K | $8.7M | +17.3% | 0.026% | 0.04% |
| 17 | RAYMOND JAMES FINANCIAL INC | 210K | $6.3M | +1053.9% | 0.019% | 0.00% |
| 18 | Gilman Hill Asset Management, LLC | 203K | $6.1M | +1.9% | 0.018% | 0.92% |
| 19 | Boston Common Asset Management, LLC | 175K | $5.3M | -0.7% | 0.016% | 0.34% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 172K | $5.2M | +30.2% | 0.015% | 0.00% |
| 21 | JANE STREET GROUP, LLC | 167K | $5.0M | β | 0.015% | 0.04% |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 166K | $5.0M | +8.2% | 0.015% | 0.01% |
| 23 | Calamos Advisors LLC | 163K | $4.9M | β | 0.015% | 0.02% |
| 24 | Calamos Wealth Management LLC | 163K | $4.9M | +16.3% | 0.015% | 0.17% |
| 25 | OPPENHEIMER ASSET MANAGEMENT INC. | 161K | $4.8M | β | 0.015% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IX β a direct measure of their conviction.
Filings activity in IX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IX position in Q1 2026
Institutions that fully closed their IX position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 273 | +17% | 2.20% | +0.45 pp | $944M | +26% |
| Q4 2025 | 234 | +12% | 1.75% | +0.31 pp | $749M | +21% |
| Q3 2025 | 209 | +1.5% | 1.44% | 0.60 pp | $619M | 29% |
| Q2 2025 | 206 | +9.6% | 2.04% | +0.90 pp | $874M | +79% |
| Q1 2025 | 188 | +1.1% | 1.14% | +0.03 pp | $487M | +2.0% |
| Q4 2024 | 186 | +10% | 1.11% | +0.00 pp | $478M | +0.2% |
| Q3 2024 | 169 | +0.6% | 1.11% | 0.37 pp | $477M | 25% |
| Q2 2024 | 168 | β | 1.48% | β | $636M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IX stock.
Based on Q1 2026 13F filings, institutional ownership of ORIX Corporation stands at 2.2%, held across 273 reporting institutions.
FMR LLC is the largest reported institutional holder of IX, with approximately 5,944,003 shares worth $0.18B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of IX, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for IX is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
64 institutions opened new positions in IX during Q1 2026, while 25 fully exited. 185 added to existing positions and 22 trimmed.
IX institutional ownership rose by 0.45 percentage points quarter-over-quarter, with a net change of +39 holders.
The top 10 institutions account for 69.7% of all reported 13F value in IX, and the top 25 account for 82.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ORIX Corporation (IX) Institutional Ownership