$IX

$36.59 +$0.11 (0.3%) Close

$IX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.12B shares outstanding

Who owns IX?

By type of holder

Institutions 3.3% Insiders 0.0% Everyone else 96.7%

Concentration Top 10 holders own 2.1%

FMR LLC 0.5% · Morgan Stanley 0.4%

Institutional ownership

3.3%

+0.3 pts vs last qtr

Institutional holders

321

+37 vs last qtr

Net shares bought

+3.2M

by institutions in Q2 2026

New / sold out

64 / 27

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Clearbridge Investments, LLC +703.3K
Bank Of America Corp /de/ +331.7K

Biggest sellers in Q2 2026

Jane Street Group, LLC SOLD OUT −167.5K
Calamos Advisors LLC SOLD OUT −163.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for ORIX Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−14.5%

−1.72% a year

Each share's claim on the business

+16.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$509B vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years68% 3–5 years9% 1–3 years8% Under 1 year15%

Quarterly turnover

7.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting IX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	6.0M	0.54%	+89.9K (+1.5%)	≤2021	0.0%
Shares held by quarter Peak holding6.0M (Q2'26) Change over 8 quarters+5.4M Share of the company0.540% FMR LLC's full portfolio →
MS Morgan Stanley	5.0M	0.44%	−8.5K (−0.2%)	≤2021	0.0%
Shares held by quarter Peak holding5.1M (Q4'25) Change over 8 quarters+4.0M Share of the company0.440% Morgan Stanley's full portfolio →

FMR LLC

6.0M

% of company

0.54%

Change vs last qtr

+89.9K (+1.5%)

Held since

≤2021

Morgan Stanley

5.0M

% of company

0.44%

Change vs last qtr

−8.5K (−0.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding ORIX Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IX on Form N-PORT; together they hold 0.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AI Avantis International Equity ETF American Century ETF Trust	$32.1M	823.1K	0.07%	0.19%	May 31, 2026
AI Avantis International Large Cap Value ETF American Century ETF Trust	$6.73M	172.4K	0.02%	0.38%	May 31, 2026

Avantis International Equity ETF

American Century ETF Trust

Position value

$32.1M

% of company

0.07%

% of the fund

0.19%

As of

May 31, 2026

Avantis International Large Cap Value ETF

American Century ETF Trust

Position value

$6.73M

% of company

0.02%

% of the fund

0.38%

As of

May 31, 2026

14 more funds behind a free account

See every fund holding ORIX Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
IS Irie Shuji Insider	131.6K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Irie Shuji's insider activity →
IM Inoue Makoto Insider	105.0K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Inoue Makoto's insider activity →

Irie Shuji

Insider

131.6K

% of company

0.01%

Change vs last qtr

—

Held since

—

Inoue Makoto

Insider

105.0K

% of company

0.01%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of ORIX Corp.

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