IX Institutional Ownership
ORIX Corporation
1W: +0.9%
1M: -5.4%
3M: -5.7%
YTD: +25.2%
1Y: +48.4%
3Y: +121.7%
5Y: +121.0%
$36.93
+0.34 (+0.93%)
Weekly Expected Move ±1.8%
$35
$36
$36
$37
$38
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $150.5M held by 113 funds, 61 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — IX
346
Institutional Holders
+45 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
66
New Positions
148
Increased
80
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (363 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 6,033,914 | $223M | +89,911 | +1.5% | 32Q | SEC ↗ |
| 2 | MORGAN STANLEY | 4,998,666 | $185M | -8,549 | -0.2% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 3,225,609 | $119M | +331,717 | +11.5% | 15Q | SEC ↗ |
| 4 | TODD ASSET MANAGEMENT LLC | 1,822,511 | $67M | -17,547 | -1.0% | 62Q | SEC ↗ |
| 5 | Clearbridge Investments, LLC | 1,752,822 | $65M | +703,278 | +67.0% | 2Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 1,356,665 | $50M | +47,257 | +3.6% | 83Q | SEC ↗ |
| 7 | Cullen Capital Management, LLC | 1,220,846 | $45M | +140,485 | +13.0% | 2Q | SEC ↗ |
| 8 | AMERICAN CENTURY COMPANIES INC | 1,158,412 | $43M | +196,012 | +20.4% | 15Q | SEC ↗ |
| 9 | TEACHERS RETIREMENT SYSTEM OF THE STAT | 1,147,000 | $42M | — | +0.0% | 16Q | SEC ↗ |
| 10 | NATIXIS ADVISORS, LLC | 1,048,981 | $39M | +278,382 | +36.1% | 26Q | SEC ↗ |
| 11 | Quantinno Capital Management LP | 1,038,092 | $38M | +113,677 | +12.3% | 15Q | SEC ↗ |
| 12 | BlackRock, Inc. | 903,214 | $33M | -35,753 | -3.8% | 8Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 785,332 | $29M | +274,264 | +53.7% | 31Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 654,254 | $24M | +47,954 | +7.9% | 8Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 564,688 | $21M | +250,546 | +79.8% | 67Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 520,280 | $19M | +60,267 | +13.1% | 86Q | SEC ↗ |
| 17 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 391,459 | $14M | +100,380 | +34.5% | 34Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 382,934 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 382,934 | $14M | +30,862 | +8.8% | 14Q | SEC ↗ |
| 20 | EAGLE GLOBAL ADVISORS LLC | 348,148 | $13M | +12,770 | +3.8% | 68Q | SEC ↗ |
| 21 | AQR CAPITAL MANAGEMENT LLC | 280,804 | $10M | +108,759 | +63.2% | 10Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 271,060 | $10M | +61,508 | +29.4% | 7Q | SEC ↗ |
| 23 | Curi Capital, LLC | 219,971 | $8M | +199,549 | +977.1% | 3Q | SEC ↗ |
| 24 | Gilman Hill Asset Management, LLC | 199,365 | $7M | -3,792 | -1.9% | 26Q | SEC ↗ |
| 25 | Calamos Wealth Management LLC | 181,922 | $7M | +18,582 | +11.4% | 3Q | SEC ↗ |
| 26 | SEI INVESTMENTS CO | 178,737 | $7M | +19,209 | +12.0% | 15Q | SEC ↗ |
| 27 | MERCER GLOBAL ADVISORS INC /ADV | 175,597 | $6M | +9,797 | +5.9% | 30Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 173,045 | $6M | +18,568 | +12.0% | 76Q | SEC ↗ |
| 29 | OPPENHEIMER ASSET MANAGEMENT INC. | 170,373 | $6M | +9,831 | +6.1% | 2Q | SEC ↗ |
| 30 | QRG CAPITAL MANAGEMENT, INC. | 166,395 | $6M | +13,092 | +8.5% | 12Q | SEC ↗ |
| 31 | Boston Common Asset Management, LLC | 165,949 | $6M | -9,223 | -5.3% | 35Q | SEC ↗ |
| 32 | Gradient Investments LLC | 165,151 | $6M | +7,697 | +4.9% | 2Q | SEC ↗ |
| 33 | Connor, Clark & Lunn Investment Manage | 162,560 | $6M | +92,119 | +130.8% | 3Q | SEC ↗ |
| 34 | Crossmark Global Holdings, Inc. | 142,762 | $5M | -1,474 | -1.0% | 36Q | SEC ↗ |
| 35 | Vanguard Personalized Indexing Managem | 139,524 | $5M | +4,829 | +3.6% | 25Q | SEC ↗ |
| 36 | Cerity Partners LLC | 131,236 | $5M | +8,244 | +6.7% | 17Q | SEC ↗ |
| 37 | RITHOLTZ WEALTH MANAGEMENT | 128,737 | $5M | +24,640 | +23.7% | 22Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 121,062 | $4M | +32,612 | +36.9% | 68Q | SEC ↗ |
| 39 | Pathstone Holdings, LLC | 120,625 | $4M | -2,737 | -2.2% | 11Q | SEC ↗ |
| 40 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 114,400 | $4M | — | +0.0% | 12Q | SEC ↗ |
| 41 | Orion Porfolio Solutions, LLC | 112,461 | $4M | +15,920 | +16.5% | 21Q | SEC ↗ |
| 42 | MML INVESTORS SERVICES, LLC | 107,109 | $4M | +40,735 | +61.4% | 11Q | SEC ↗ |
| 43 | BTC Capital Management, Inc. | 106,698 | $4M | +54,413 | +104.1% | 10Q | SEC ↗ |
| 44 | Callan Family Office, LLC | 105,134 | $4M | +1,096 | +1.1% | 7Q | SEC ↗ |
| 45 | UBS AM, a distinct business unit of UB | 97,086 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 46 | NAPLES GLOBAL ADVISORS, LLC | 93,617 | $3M | +350 | +0.4% | 36Q | SEC ↗ |
| 47 | US BANCORP \DE | 92,534 | $3M | +16,038 | +21.0% | 82Q | SEC ↗ |
| 48 | Vise Technologies, Inc. | 90,551 | $3M | +23,562 | +35.2% | 5Q | SEC ↗ |
| 49 | Mariner, LLC | 88,625 | $3M | +11,718 | +15.2% | 16Q | SEC ↗ |
| 50 | Henry James International Management I | 88,169 | $3M | -23,286 | -20.9% | 32Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 382,934 | $14M |
| Artemis Investment Management LLP | 85,561 | $3M |
| TD Waterhouse Canada Inc. | 28,548 | $1M |
| OneAscent Investment Solutions LLC | 27,978 | $1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 27,725 | $1M |
| Campbell & CO Investment Adviser LL | 27,258 | $1M |
| Nuveen, LLC | 22,021 | $813K |
| ACADIAN ASSET MANAGEMENT LLC | 21,251 | $785K |
| Global Retirement Partners, LLC | 20,919 | $773K |
| Balyasny Asset Management L.P. | 17,805 | $658K |
| First Affirmative Financial Network | 14,417 | $532K |
| BLAIR WILLIAM & CO/IL | 12,703 | $469K |
| Independent Advisor Alliance | 12,677 | $468K |
| Aprio Wealth Management, LLC | 10,071 | $372K |
| Promethos Capital, LLC | 9,070 | $335K |
| Baron Wealth Management LLC | 8,584 | $317K |
| Pure Financial Advisors, LLC | 8,411 | $311K |
| Keebeck Wealth Management | 8,401 | $310K |
| SmartHarvest Portfolios, LLC | 7,646 | $282K |
| OneDigital Investment Advisors LLC | 7,536 | $278K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 167,463 | $6M |
| Calamos Advisors LLC | 163,340 | $6M |
| RENAISSANCE TECHNOLOGIES LLC | 109,600 | $4M |
| AlphaCore Capital LLC | 66,186 | $2M |
| PARR MCKNIGHT WEALTH MANAGEMENT GRO | 65,395 | $2M |
| CITADEL ADVISORS LLC | 21,300 | $787K |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 21,133 | $780K |
| Summit Global Investments | 20,036 | $740K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 19,215 | $710K |
| Aquatic Capital Management LLC | 17,610 | $650K |
| Trexquant Investment LP | 16,886 | $624K |
| Verition Fund Management LLC | 12,734 | $470K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 12,225 | $451K |
| Point72 Asset Management, L.P. | 8,386 | $310K |
| Knights of Columbus Asset Advisors | 7,964 | $294K |
| V-Square Quantitative Management LL | 1,617 | $60K |
| Addison Advisors LLC | 1,537 | $57K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,200 | $44K |
| Kestra Advisory Services, LLC | 1,198 | $44K |
| MAI Capital Management | 735 | $27K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Clearbridge Investments, LLC | +703,278 | +67.0% | 1,752,822 |
| BANK OF AMERICA CORP /DE | +331,717 | +11.5% | 3,225,609 |
| NATIXIS ADVISORS, LLC | +278,382 | +36.1% | 1,048,981 |
| ENVESTNET ASSET MANAGEMENT INC | +274,264 | +53.7% | 785,332 |
| JPMORGAN CHASE & CO | +250,546 | +79.8% | 564,688 |
| Curi Capital, LLC | +199,549 | +977.1% | 219,971 |
| AMERICAN CENTURY COMPANIES INC | +196,012 | +20.4% | 1,158,412 |
| Cullen Capital Management, LLC | +140,485 | +13.0% | 1,220,846 |
| Quantinno Capital Management LP | +113,677 | +12.3% | 1,038,092 |
| AQR CAPITAL MANAGEMENT LLC | +108,759 | +63.2% | 280,804 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +100,380 | +34.5% | 391,459 |
| Connor, Clark & Lunn Investment Man | +92,119 | +130.8% | 162,560 |
| FMR LLC | +89,911 | +1.5% | 6,033,914 |
| RAYMOND JAMES FINANCIAL INC | +61,508 | +29.4% | 271,060 |
| WELLS FARGO & COMPANY/MN | +60,267 | +13.1% | 520,280 |
| BTC Capital Management, Inc. | +54,413 | +104.1% | 106,698 |
| Qube Research & Technologies Ltd | +53,212 | +172.5% | 84,052 |
| JONES FINANCIAL COMPANIES LLLP | +47,954 | +7.9% | 654,254 |
| NORTHERN TRUST CORP | +47,257 | +3.6% | 1,356,665 |
| MML INVESTORS SERVICES, LLC | +40,735 | +61.4% | 107,109 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -98,619 | -70.1% | 42,137 |
| BNP PARIBAS FINANCIAL MARKETS | -39,460 | -81.8% | 8,758 |
| BlackRock, Inc. | -35,753 | -3.8% | 903,214 |
| DIMENSIONAL FUND ADVISORS LP | -25,037 | -76.9% | 7,520 |
| Strategic Global Advisors, LLC | -24,068 | -73.3% | 8,760 |
| Henry James International Managemen | -23,286 | -20.9% | 88,169 |
| TODD ASSET MANAGEMENT LLC | -17,547 | -1.0% | 1,822,511 |
| GOLDMAN SACHS GROUP INC | -17,342 | -30.3% | 39,851 |
| CWM, LLC | -13,862 | -19.4% | 57,631 |
| GLENMEDE TRUST CO NA | -12,027 | -60.9% | 7,734 |
| HRT FINANCIAL LP | -11,272 | -46.1% | 13,166 |
| Boston Common Asset Management, LLC | -9,223 | -5.3% | 165,949 |
| MORGAN STANLEY | -8,549 | -0.2% | 4,998,666 |
| Clearstead Advisors, LLC | -5,362 | -50.0% | 5,362 |
| HighTower Advisors, LLC | -5,117 | -8.0% | 58,650 |
| Marks Group Wealth Management, Inc | -3,867 | -24.0% | 12,257 |
| Gilman Hill Asset Management, LLC | -3,792 | -1.9% | 199,365 |
| XTX Topco Ltd | -3,710 | -13.9% | 22,885 |
| EVERGREEN CAPITAL MANAGEMENT LLC | -2,950 | -15.5% | 16,050 |
| EverSource Wealth Advisors, LLC | -2,815 | -57.2% | 2,104 |