Security Snapshot

ORIX CORP - Common Stock (IX) Institutional Ownership

CUSIP: 686330101

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

321

Shares (Excl. Options)

37.31MFull value: 37,311,997 · shares · 30 Jun 2026

Price

$38.04

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock
Symbol
IX on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
37,311,997
Latest holder snapshot 5 signals
Total 13F value
$1,419,669,597
Portfolio coverage rank
0%
Share change
+3,424,322
Value change
+$134,750,106
Number of holders
321
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
1,115,662,400
SEC-reported price per share
$37.71
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • IX - ORIX CORP - Common Stock is tracked under CUSIP 686330101.
  • 321 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 283 to 321 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $1.02BFull value: $1,020,788,111 · USD · 31 Mar 2026
    to
    $1.42BFull value: $1,419,669,597 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 321 institutions filings for Q2 2026.

Open SEC evidence

Security key

686330101

13F reference period

Q2 2026

13F holders

321

13D/G owners

1

CIK / CUSIP context first

Open Q2 2026 holders IX full holder history ORIX CORP SEC filings ORIX CORP company facts ORIX CORP insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
IX
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Sumitomo Mitsui Trust Group, Inc. 5% $2,121,989,885 55,783,120 Sumitomo Mitsui Trust Group, Inc. 30 Jun 2026
As of 30 Jun 2026, 321 institutional investors reported holding
37.31MFull value: 37,311,997 · shares · 30 Jun 2026
shares of ORIX CORP - Common Stock (IX). This represents 3.3% of the company’s total
1.12BFull value: 1,115,662,400 · shares · Stored outstanding share count
outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 3,632,385 $136,872,697 -$4,277,048 $37.71 103
2026 Q2 37,311,997 $1,419,669,597 +$134,750,106 $38.04 321
2026 Q1 34,063,272 $1,020,788,111 +$216,032,967 $29.99 283
2025 Q4 26,831,386 $784,002,657 +$44,536,734 $29.22 240
2025 Q3 25,355,432 $662,261,702 +$2,111,370 $26.12 213
2025 Q2 25,295,438 $569,389,413 +$16,124,542 $22.52 205
2025 Q1 24,699,802 $516,023,768 +$412,845,326 $20.89 187
2024 Q4 4,810,683 $511,100,792 +$29,344,463 $106.23 187
2024 Q3 4,470,670 $518,601,665 +$4,142,529 $116.05 171
2024 Q2 4,480,833 $498,705,284 +$15,518,240 $111.30 168
2024 Q1 4,350,935 $479,383,069 +$12,058,401 $110.20 157
2023 Q4 4,229,574 $395,064,557 +$1,853,637 $93.39 150
2023 Q3 4,221,492 $396,292,009 +$5,752,696 $93.88 134
2023 Q2 4,104,337 $374,458,906 +$32,112,584 $91.21 127
2023 Q1 3,688,572 $302,793,732 -$1,598,619 $82.08 119
2022 Q4 3,801,797 $306,152,109 -$2,002,056 $80.52 124
2022 Q3 3,822,171 $270,155,234 -$17,197,468 $70.67 115
2022 Q2 3,893,807 $327,727,913 +$54,642,633 $84.16 131
2022 Q1 4,011,348 $400,531,934 +$278,577 $99.85 134
2021 Q4 3,997,225 $406,853,542 +$14,796,909 $101.78 142
2021 Q3 3,859,223 $364,723,184 -$4,490,897 $94.52 126
2021 Q2 3,911,689 $331,287,906 +$2,593,850 $84.66 115
2021 Q1 3,880,990 $328,991,701 +$34,139,232 $84.78 120
2020 Q4 3,874,479 $299,723,586 -$29,413,352 $77.33 118
2020 Q3 4,331,329 $271,115,340 +$28,661,873 $62.57 108
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