13FBOX
ORIX CORP SPONSORED ADR · 13F Institutional Holdings
Options Calculator Rankings
O

ORIX CORP SPONSORED ADR

IX
Institutions
314
Combined AUM (Q2 2026)
$1.42B
Combined Shares (Q2 2026)
37.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.3M
205 · 63 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
85 · 30 Exit · ≈
⚖️ Net
+3.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.42B
Institutions
314
New Buys
63
Adds
142
Reduces
55
Exits
30
Unchanged
54
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
0.01%0.01%#115$229.5M6.0M$178.3M5.9M+89,911+1.51%Add
MORGAN STANLEY
0.01%0.01%#113$190.1M5.0M$131.7M5.0M-44,803-0.89%Reduce
BANK OF AMERICA CORP /DE/
0.01%0.01%#128$122.7M3.2M$86.8M2.9M+331,717+11.46%Add
TODD ASSET MANAGEMENT LLC
1.23%1.08%#2$69.3M1.8M$55.2M1.8M-17,547-0.95%Reduce
Clearbridge Investments, LLC
0.06%0.03%#43$66.7M1.8M$31.5M1.0M+703,278+67.01%Add
NORTHERN TRUST CORP
0.01%0.01%#135$51.6M1.4M$39.3M1.3M+47,257+3.61%Add
Cullen Capital Management, LLC
0.46%0.33%#8$46.4M1.2M$32.4M1.1M+140,485+13.00%Add
AMERICAN CENTURY COMPANIES INC
0.02%0.01%#86$44.1M1.2M$28.9M962,400+196,012+20.37%Add
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
0.3%0.27%#15$43.6M1.1M$34.4M1.1M00.00%Unchanged
NATIXIS ADVISORS, LLC
0.04%0.03%#53$39.9M1.0M$23.1M770,599+278,382+36.13%Add
Quantinno Capital Management LP
0.05%0.05%#51$39.5M1.0M$27.7M924,415+113,677+12.30%Add
BlackRock, Inc.
<0.01%<0.01%#238$34.4M903,214$28.2M938,967-35,753-3.81%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#130$29.9M785,332$15.3M511,068+274,264+53.66%Add
JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#114$25.0M654,254$17.7M606,300+47,954+7.91%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#199$21.7M564,688$9.2M314,142+250,546+79.76%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#158$19.8M520,280$13.8M460,013+60,267+13.10%Add
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.07%0.04%#37$14.9M391,459$8.7M291,079+100,380+34.49%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#180$14.6M382,934$10.6M352,072+30,862+8.77%Add
EAGLE GLOBAL ADVISORS LLC
0.44%0.36%#11$13.2M348,148$10.1M335,378+12,770+3.81%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#150$10.7M280,804$5.2M172,045+108,759+63.22%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#166$10.3M271,060$6.3M209,552+61,508+29.35%Add
Curi Capital, LLC
0.13%0.01%#20$8.3M219,971$612,44320,422+199,549+977.13%Add
Gilman Hill Asset Management, LLC
1.04%0.92%#3$7.6M199,365$6.1M203,157-3,792-1.87%Reduce
Calamos Wealth Management LLC
0.21%0.17%#19$6.9M181,922$4.9M163,340+18,582+11.38%Add
SEI INVESTMENTS CO
0.01%<0.01%#138$6.8M178,737$4.8M159,528+19,209+12.04%Add
MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#123$6.7M175,597$5.0M165,800+9,797+5.91%Add
Bank of New York Mellon Corp
<0.01%<0.01%#208$6.6M173,045$4.6M154,477+18,568+12.02%Add
OPPENHEIMER ASSET MANAGEMENT INC.
0.07%0.05%#38$6.5M170,373$4.8M160,542+9,831+6.12%Add
QRG CAPITAL MANAGEMENT, INC.
0.05%0.05%#46$6.3M166,395$4.6M153,303+13,092+8.54%Add
Boston Common Asset Management, LLC
0.37%0.31%#12$6.3M165,949$5.2M176,395-10,446-5.92%Reduce
Gradient Investments LLC
0.09%0.07%#26$6.3M165,151$4.7M157,454+7,697+4.89%Add
Connor, Clark & Lunn Investment Management Ltd.
0.01%<0.01%#105$6.2M162,560$2.1M70,441+92,119+130.77%Add
Crossmark Global Holdings, Inc.
0.07%0.06%#34$5.4M142,762$4.3M144,236-1,474-1.02%Reduce
Vanguard Personalized Indexing Management, LLC
0.04%0.04%#54$5.3M139,524$4.0M134,695+4,829+3.59%Add
Cerity Partners LLC
0.01%0.01%#136$5.0M131,236$3.7M122,992+8,244+6.70%Add
RITHOLTZ WEALTH MANAGEMENT
0.07%0.05%#31$4.9M128,737$3.1M104,097+24,640+23.67%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#228$4.6M121,062$2.7M88,450+32,612+36.87%Add
Pathstone Holdings, LLC
0.01%0.01%#97$4.6M120,625$3.7M123,362-2,737-2.22%Reduce
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.01%0.01%#134$4.4M114,400$3.4M114,40000.00%Unchanged
Orion Porfolio Solutions, LLC
0.03%0.02%#68$4.3M112,461$2.9M96,541+15,920+16.49%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#124$4.1M107,109$2.0M66,374+40,735+61.37%Add
BTC Capital Management, Inc.
0.25%0.11%#17$4.1M106,698$1.6M52,285+54,413+104.07%Add
Callan Family Office, LLC
0.08%0.07%#28$4.0M105,134$3.1M104,038+1,096+1.05%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#230$3.7M97,086$2.9M97,08600.00%Unchanged
NAPLES GLOBAL ADVISORS, LLC
0.22%0.21%#18$3.6M93,617$2.8M93,267+350+0.38%Add
US BANCORP \DE\
<0.01%<0.01%#148$3.5M92,534$2.3M76,496+16,038+20.97%Add
Vise Technologies, Inc.
0.04%0.04%#61$3.4M90,551$2.0M66,989+23,562+35.17%Add
Mariner, LLC
<0.01%<0.01%#154$3.4M88,625$2.3M76,907+11,718+15.24%Add
Henry James International Management Inc.
1%1.21%#5$3.4M88,169$3.3M111,455-23,286-20.89%Reduce
Artemis Investment Management LLP
0.03%#73$3.3M85,561$00+85,561New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow