ORIX Corporation (IX) Ownership

NYSE: IXTop holders, insider trades and short interest.

IX ownership summary

as of October 18, 2026
Institutions
3.5%
of shares outstanding
Insiders
0.00%
of shares outstanding
Shares outstanding
1.08B
Float
1.08B
shares available to trade
Short interest
0.05%
545K shares short
Days to cover
1.75
short interest down 3.4% vs prior month
  • Institutions 3.48%
  • Other investors 96.52%

IX top institutional holders

20 largest
ORIX Corporation top institutional holders
#Holder% of sharesSharesValueChangeReported
1FMR Inc0.56%6.0M$222.6M+89,911 (+1.5%)June 30, 2026
2Morgan Stanley - Brokerage Accounts0.46%5.0M$184.4M−8,549 (−0.2%)June 30, 2026
3Bank of America Corp0.30%3.2M$119.0M+331,717 (+11.5%)June 30, 2026
4Todd Asset Management0.17%1.8M$67.2M−17,547 (−1.0%)June 30, 2026
5ClearBridge Advisors, LLC0.16%1.8M$64.7M+703,278 (+67.0%)June 30, 2026
6Northern Trust Corp0.13%1.4M$50.0M+47,257 (+3.6%)June 30, 2026
7Cullen Capital Management, LLC0.11%1.2M$45.0M+140,485 (+13.0%)June 30, 2026
8American Century Companies Inc0.11%1.2M$42.7M+196,012 (+20.4%)June 30, 2026
9Teachers Retirement System Of The State Of Kentucky0.11%1.1M$42.3M—June 30, 2026
10Natixis Advisors, LLC.0.10%1.0M$38.7M+278,382 (+36.1%)June 30, 2026
11Quantinno Capital Management LP0.10%1.0M$38.3M+113,677 (+12.3%)June 30, 2026
12BlackRock Inc0.08%903K$33.3M−35,753 (−3.8%)June 30, 2026
13JONES FINANCIAL COMPANIES LLLP0.06%654K$24.1M+47,954 (+7.9%)June 30, 2026
14JPMorgan Chase & Co0.05%565K$20.8M+250,546 (+79.8%)June 30, 2026
15Wells Fargo & Co0.05%520K$19.2M+60,267 (+13.1%)June 30, 2026
16O'Shaughnessy Asset Management LLC0.04%391K$14.4M+100,380 (+34.5%)June 30, 2026
17Charles Schwab Investment Management Inc0.04%383K$14.1M+30,862 (+8.8%)June 30, 2026
18Eagle Global Advisors, LLC0.03%348K$12.8M+12,770 (+3.8%)June 30, 2026
19AQR Capital Management LLC0.03%281K$10.4M+108,759 (+63.2%)June 30, 2026
20Curi Capital, LLC0.02%220K$8.1M+199,549 (+977.1%)June 30, 2026

Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 16 holders added 2.7M shares and 3 cut 62K.

IX top mutual fund and ETF holders

20 largest
ORIX Corporation top fund holders
#Holder% of sharesSharesValueChangeReported
1Avantis International Equity ETF0.08%886K$32.7M+1,460 (+0.2%)September 30, 2026
2Timothy Plan International A0.01%161K$5.9M+12,000 (+8.1%)June 30, 2026
3Avantis International Large Cap Val ETF0.01%104K$3.9M—September 30, 2026
4Steward Values Enhanced International I0.01%82K$3.0M−19,775 (−19.4%)August 31, 2026
5ActivePassive International Equity ETF0.01%61K$2.3M—September 30, 2026
6Avantis® International Equity Instl<0.01%51K$1.9M—August 31, 2026
7iShares Dynamic Equity Active ETF<0.01%38K$1.4M—September 18, 2026
8Avantis Responsible International Eq ETF<0.01%32K$1.2M—September 30, 2026
9Barometer International Equity A<0.01%26K$940,695—September 30, 2026
10AAM Todd International Intrinsic Val ETF<0.01%18K$649,707—September 30, 2026
11AlphaDelta Global Dividend Inc Cl F2<0.01%14K$498,015—September 30, 2026
12Invesco Zacks Multi-Asset Income ETF<0.01%12K$441,463—September 30, 2026
13Avantis CIBC International Equity ETF<0.01%11K$395,461—August 31, 2026
14Avantis Global Equity ETF USD Acc ETF<0.01%11K$390,886+40 (+0.4%)September 30, 2026
15Cambria Global EW 2 ETF<0.01%7,608$280,659—September 30, 2026
16DFA International Core Equity Class F<0.01%7,501$276,712—July 31, 2026
17First Trust US Momentum ETF A USD Acc<0.01%6,371$235,026—September 30, 2026
18Genter Capital International Div ETF<0.01%3,470$128,008—September 30, 2026
19SEI Catholic Values Equity F (SCVT)<0.01%2,562$94,512+1,025 (+66.7%)September 30, 2026
20Avantis All International Cor Eq ETF<0.01%2,384$87,946—September 30, 2026

Funds report holdings monthly or quarterly; dates differ by fund.

IX insider transactions

latest 1
ORIX Corporation insider transactions
DateNameTransactionPriceSharesValue
2024-12-13Corp OrixSell$15.0818,500,000$279.0M

Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.

IX shares outstanding

Shares outstanding

Year-end shares outstanding, adjusted for splits.

Who owns IX

Institutional investors own 3.5% of ORIX's shares and insiders 0.00%. The largest holder is FMR Inc with 0.56% of the shares (6.0M), as of June 30, 2026. Among the top 20 institutions, 16 added shares and 3 reduced their stake in the latest filings. Short interest is 0.05% of the float, or 1.75 days of average trading volume. The share count fell 15.0% since 2014.

Related: IX analyst forecast, IX key metrics, IX dividend history. See the IX stock overview for the latest quote and news.

IX ownership FAQ

Who owns the most ORIX stock?

The largest shareholders of ORIX are FMR Inc (0.56%), Morgan Stanley - Brokerage Accounts (0.46%), Bank of America Corp (0.30%), Todd Asset Management (0.17%), ClearBridge Advisors, LLC (0.16%).

What percentage of ORIX is owned by institutions?

Institutions hold 3.5% of ORIX's shares outstanding; insiders hold 0.00%.

Which funds own ORIX?

The largest fund holders of ORIX are Avantis International Equity ETF (0.08%), Timothy Plan International A (0.01%), Avantis International Large Cap Val ETF (0.01%), Steward Values Enhanced International I (0.01%), ActivePassive International Equity ETF (0.01%).

What is ORIX's short interest?

545K shares of ORIX were sold short, 0.05% of the float; at the average daily volume it would take 1.75 days to cover.

Are insiders buying or selling ORIX?

Of the latest 1 reported insider transactions in ORIX (since December 13, 2024), 0 were purchases and 1 were sales.

How many shares of ORIX are outstanding?

ORIX has 1.08B shares outstanding, of which 1.08B are in the public float.

Financial Conglomerates: ownership