Security key
686330101
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,350,935
- Total 13F value
- $479,383,069
- Share change
- +105,635
- SEC-reported price per share
- $110.20
- Number of holders
- 157
- Value change
- +$12,058,401
- Number of buys
- 85
- Number of sells
- 54
- 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 2024
Institutions
157
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
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Dec 2023
13F
Lead comparable stake: 0.09%
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 0.09%.
15 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 MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
0.09%
BANK OF AMERICA CORP /DE/
0.04%
FMR LLC
0.04%
WELLS FARGO & COMPANY/MN
0.03%
TODD ASSET MANAGEMENT LLC
0.03%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
0.09%
|
$92,437,170
989,796 shares
|
— | 31 Dec 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.04%
|
$43,098,840
461,493 shares
|
— | 31 Dec 2023 |
| FMR LLC |
13F
Company
|
0.04%
|
$41,733,006
446,867 shares
|
— | 31 Dec 2023 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.03%
|
$30,518,927
326,790 shares
|
— | 31 Dec 2023 |
| TODD ASSET MANAGEMENT LLC |
13F
Company
|
0.03%
|
$26,139,453
279,896 shares
|
— | 31 Dec 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
0.02%
|
$20,205,319
216,354 shares
|
— | 31 Dec 2023 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
157
Shares
4,350,935
Rows available
157
| 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 2024 vs Q1 2026 Across Filers
Q1 2026 holders
281
Q1 2024 holders
157
Holder diff
-124
| Investor | Q1 2026 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend