ORIX Corp (IX) shareholders
IXNYSEMiscellaneous Business Credit InstitutionFiscal year ends March 31Also trades as ORXCF
$34.39+0.31 (+0.91%)
Close on Nov 13, 2026Market cap $38.66BP/E –Yield 2.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
37M
Shares held, 13F filers
Institutional holders
317
63 new, 23 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
9 buys · 0 sales
Net bought $3.13K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 88,846,388 | 7.20% | 13G (passive) amendment | Dec 31, 2023 |
| Sumitomo Mitsui Trust Group, Inc. | 55,783,120 | 5.00% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 6,033,914 | – | $229.53M | +89,911 | 0.01% |
| Morgan Stanley | 4,998,666 | – | $190.15M | −8,549 | 0.01% |
| Bank Of America Corp /De/ | 3,225,609 | – | $122.70M | +331,717 | 0.01% |
| Todd Asset Management LLC | 1,822,511 | – | $69.33M | −17,547 | 1.23% |
| Clearbridge Investments, LLC | 1,752,822 | – | $66.68M | +703,278 | 0.06% |
| Northern Trust Corp | 1,356,665 | – | $51.61M | +47,257 | 0.01% |
| Cullen Capital Management, LLC | 1,220,846 | – | $46.44M | +140,485 | 0.46% |
| American Century Companies Inc | 1,158,412 | – | $44.07M | +196,012 | 0.02% |
| Teachers Retirement System Of The State Of Kentucky | 1,147,000 | – | $43.63M | – | 0.30% |
| Natixis Advisors, L.P. | 1,048,981 | – | $39.90M | +278,382 | 0.04% |
| Quantinno Capital Management LP | 1,038,092 | – | $39.49M | +113,677 | 0.05% |
| BlackRock, Inc. | 903,214 | – | $34.36M | −35,753 | 0.00% |
| Envestnet Asset Management Inc | 785,332 | – | $29.87M | +274,264 | 0.01% |
| Jones Financial Companies Lllp | 654,254 | – | $25.04M | +47,954 | 0.01% |
| JPMorgan Chase & Co | 564,688 | – | $21.70M | +250,546 | 0.00% |
| Wells Fargo & Company/Mn | 520,280 | – | $19.79M | +60,267 | 0.00% |
| O'Shaughnessy Asset Management, LLC | 391,459 | – | $14.89M | +100,380 | 0.07% |
| Charles Schwab Investment Management Inc | 382,934 | – | $14.57M | +30,862 | 0.00% |
| Eagle Global Advisors LLC | 348,148 | – | $13.24M | +12,770 | 0.44% |
| Aqr Capital Management LLC | 280,804 | – | $10.68M | +108,759 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 317 | 37M | 63 / 146 | 56 / 23 | 4M | 1M |
| Q1 2026 | 283 | 34M | 62 / 134 | 32 / 17 | 8M | 1M |
| Q4 2025 | 241 | 27M | 54 / 92 | 52 / 25 | 2M | 1M |
| Q3 2025 | 217 | 26M | 35 / 90 | 50 / 24 | 2M | 2M |
| Q2 2025 | 209 | 25M | 40 / 84 | 55 / 17 | 2M | 1M |
| Q1 2025 | 191 | 25M | 27 / 73 | 66 / 21 | 2M | 1M |
| Q4 2024 | 190 | 24M | 31 / 75 | 53 / 14 | 2M | 1M |
| Q3 2024 | 175 | 23M | 19 / 71 | 50 / 14 | 2M | 1M |
| Q2 2024 | 172 | 23M | 24 / 72 | 51 / 11 | 1M | 11M |
| Q1 2024 | 160 | 32M | 23 / 65 | 40 / 13 | 7M | 1M |
| Q4 2023 | 152 | 26M | 25 / 62 | 39 / 6 | 5M | 0M |
| Q3 2023 | 136 | 21M | 15 / 54 | 35 / 9 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
13 funds held IX in Q2 2026, 5% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of IX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis International Equity ETF | 823,116 | – | $32.12M | 0.19% | May 31, 2026 |
| Avantis International Large Cap Value ETF | 172,386 | – | $6.73M | 0.38% | May 31, 2026 |
| Timothy Plan International Fund | 161,000 | – | $6.12M | 2.59% | Jun 30, 2026 |
| Steward Values Enhanced International Fund | 102,012 | – | $4.11M | 1.21% | Jul 31, 2026 |
| ActivePassive International Equity ETF | 64,068 | – | $2.50M | 0.24% | May 31, 2026 |
| Avantis International Equity Fund | 50,088 | – | $1.95M | 0.19% | May 31, 2026 |
| Avantis Responsible International Equity ETF | 41,318 | – | $1.61M | 0.35% | May 31, 2026 |
| iShares Dynamic Equity Active ETF | 22,893 | – | $922.82K | 0.03% | Jul 31, 2026 |
| AAM Todd International Intrinsic Value ETF | 17,612 | – | $709.94K | 2.16% | Jul 31, 2026 |
| Genter Capital International Dividend ETF | 3,470 | – | $139.88K | 2.73% | Jul 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -100 | – | -$3.80K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Satoru Matsuzaki | See remarks, Director | 10,719 | Jun 25, 2026 |
| Masataka Yamada | See remarks, Director | – | Jun 25, 2026 |
| Shuji Irie | See Remarks, Director | 131,600 | Jun 25, 2026 |
| Hidetake Takahashi | See remarks, Director | 7,100 | Jun 25, 2026 |
| Yoshiteru Suzuki | See remarks | – | Jun 25, 2026 |
| Takashi Otsuka | See Remarks | 2,332 | Jun 25, 2026 |
| Tomohiko Ishihara | Executive Officer | 383 | Jun 25, 2026 |
| Akiko Hosokawa | Director | – | Jun 25, 2026 |
| Noriyuki Yanagawa | Director | – | Jun 25, 2026 |
| Hiroshi Watanabe | Director | – | Jun 25, 2026 |
| Chikatomo Hodo | Director | – | Jun 25, 2026 |
| Miwa Seki | Director | – | Jun 25, 2026 |
| Mami Kato | Director | – | Jun 25, 2026 |
| Stan Koyanagi | Director | 5,000 | Mar 24, 2026 |
| Makoto Inoue | Director | 105,000 | Mar 18, 2026 |
| Aiko Sano | Director | – | Mar 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Takashi Otsuka See Remarks | May 20, 2026 | Buy | +13.16 | $38.22 | $503 | 2,332 |
| Tomohiko Ishihara Executive Officer | May 20, 2026 | Buy | +3.95 | $38.22 | $151 | 383 |
| Satoru Matsuzaki See remarks, Director | May 20, 2026 | Buy | +6.58 | $38.22 | $251 | 10,719 |
| Satoru Matsuzaki See remarks, Director | Apr 20, 2026 | Buy | +13.16 | $31.94 | $420 | 10,712 |
| Takashi Otsuka See Remarks | Apr 20, 2026 | Buy | +26.31 | $31.94 | $840 | 2,319 |
| Tomohiko Ishihara Executive Officer | Apr 20, 2026 | Buy | +7.89 | $31.94 | $252 | 379 |
| Satoru Matsuzaki See remarks, Director | Mar 19, 2026 | Buy | +6.59 | $30.16 | $199 | 10,699 |
| Takashi Otsuka See Remarks | Mar 19, 2026 | Buy | +13.15 | $30.16 | $397 | 2,293 |
| Tomohiko Ishihara Executive Officer | Mar 19, 2026 | Buy | +3.95 | $30.16 | $119 | 371 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
1M shares short
Days to cover
4.7
At 0M shares a day
Change since last report
+0.1%
From 1M shares
Short volume, 20 days
44.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of ORIX's stock actually held short. Settlement fails (shares not delivered on time) peaked at 52,181 shares on Sep 25, 2026 over the last 90 days.
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