Security key
686330101
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 3,880,990
- Total 13F value
- $328,991,701
- Share change
- +394,826
- SEC-reported price per share
- $84.78
- Number of holders
- 120
- Value change
- +$34,139,232
- Number of buys
- 67
- Number of sells
- 39
- Shares outstanding
- 1,115,662,400
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
120
Top holders
10
IX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
ORIX CORP SEC filings
ORIX CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 686330101
Recent filing periods:
Ownership snapshot
Top reported holders of IX - ORIX CORP - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
PARAMETRIC PORTFOLIO ASSO...
Disclosed value leader
PARAMETRIC PORTFOLIO ASSO...
Comparable rows
0/15
Latest evidence
31 Dec 2020
13F
Highest disclosed value: $45,044,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
PARAMETRIC PORTFOLIO ASSOCIATES LLC has the largest disclosed position value at $45.04M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens PARAMETRIC PORTFOLIO ASSOCIATES LLC's linked filing trail.
Disclosed position value
Top 5
PARAMETRIC PORTFOLIO ASSOCIATES LLC
$45.04M
MORGAN STANLEY
$40.03M
Aperio Group, LLC
$30.02M
WELLS FARGO & COMPANY/MN
$22.28M
TODD ASSET MANAGEMENT LLC
$21.57M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
Company
|
—
denominator unverified
|
$45,044,000
582,492 shares
|
— | 31 Dec 2020 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$40,029,000
517,643 shares
|
— | 31 Dec 2020 |
| Aperio Group, LLC |
13F
Company
|
—
denominator unverified
|
$30,025,000
388,273 shares
|
— | 31 Dec 2020 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
denominator unverified
|
$22,276,000
288,064 shares
|
— | 31 Dec 2020 |
| TODD ASSET MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$21,567,000
278,888 shares
|
— | 31 Dec 2020 |
| FMR LLC |
13F
Company
|
—
denominator unverified
|
$20,093,000
259,837 shares
|
— | 31 Dec 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
120
Shares
3,880,990
Rows available
120
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2021 vs Q2 2026 Across Filers
Q2 2026 holders
321
Q1 2021 holders
120
Holder diff
-201
| Investor | Q2 2026 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q2 2026 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend