Security key
686330101
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 261,689
- Total 13F value
- $9,860,406
- Share change
- -79,606
- SEC-reported price per share
- $37.71
- Number of holders
- 15
- Value change
- -$3,038,173
- Number of buys
- 8
- Number of sells
- 5
- 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
Q3 2026
Institutions
15
Top holders
10
IX full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q2 2026
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
Sumitomo Mitsui Trust Gro...
Disclosed value leader
Sumitomo Mitsui Trust Gro...
Comparable rows
15/15
Latest evidence
30 Jun 2026
13D/G
13F
Lead comparable stake: 5%
13D/G row: Sumitomo Mitsui Trust Group, Inc.
Showing 1-6 of 15 holder rows.
Quick read
Sumitomo Mitsui Trust Group, Inc. leads the comparable SEC ownership view at 5%.
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 Sumitomo Mitsui Trust Group, Inc.'s linked filing trail.
Comparable ownership
Top 5
Sumitomo Mitsui Trust Group, Inc.
5%
FMR LLC
0.54%
MORGAN STANLEY
0.45%
BANK OF AMERICA CORP /DE/
0.29%
TODD ASSET MANAGEMENT LLC
0.16%
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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. |
13D/G
|
5%
|
$2,121,989,885
55,783,120 shares
|
$0 | 30 Jun 2026 |
| FMR LLC |
13F
Company
|
0.54%
|
$229,530,121
6,033,914 shares
|
— | 30 Jun 2026 |
| MORGAN STANLEY |
13F
Company
|
0.45%
|
$190,149,343
4,998,666 shares
|
— | 30 Jun 2026 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.29%
|
$122,702,161
3,225,609 shares
|
— | 30 Jun 2026 |
| TODD ASSET MANAGEMENT LLC |
13F
Company
|
0.16%
|
$69,328,561
1,822,511 shares
|
— | 30 Jun 2026 |
| Clearbridge Investments, LLC |
13F
Company
|
0.16%
|
$66,677,347
1,752,822 shares
|
— | 30 Jun 2026 |
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 Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
15
Shares
261,689
Rows available
15
| 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 Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
319
Q3 2026 holders
15
Holder diff
-304
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend