Funds holding ORIX Corp
ISIN US6863301015 · Japan · LEI 35380016EMHNBOVYE123
- Fund holders
- 10
- Of which ETFs
- 7 3 other funds
- Value held
- 56.9M $
This issuer has other securities: ORIX Corp (JP3200450009)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Avantis International Equity ETF American Century ETF Trust | 823,116 | 32.1M $ | 0.19 % | as of May 31, 2026 ↗ |
| Avantis International Large Cap Value ETF American Century ETF Trust | 172,386 | 6.7M $ | 0.38 % | as of May 31, 2026 ↗ |
| Timothy Plan International Fund TIMOTHY PLAN | 161,000 | 6.1M $ | 2.59 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced International Fund Steward Funds Inc | 102,012 | 4.1M $ | 1.21 % | as of Jul 31, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 64,068 | 2.5M $ | 0.24 % | as of May 31, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 50,088 | 2M $ | 0.19 % | as of May 31, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 41,318 | 1.6M $ | 0.35 % | as of May 31, 2026 ↗ |
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 22,893 | 922.8K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| AAM Todd International Intrinsic Value ETF ETF Series Solutions | 17,612 | 709.9K $ | 2.16 % | as of Jul 31, 2026 ↗ |
| Genter Capital International Dividend ETF SPINNAKER ETF SERIES | 3,470 | 139.9K $ | 2.73 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Genter Capital International Dividend ETF SPINNAKER ETF SERIES | 2.73 % | as of Jul 31, 2026 ↗ |
| Timothy Plan International Fund TIMOTHY PLAN | 2.59 % | as of Jun 30, 2026 ↗ |
| AAM Todd International Intrinsic Value ETF ETF Series Solutions | 2.16 % | as of Jul 31, 2026 ↗ |
| Steward Values Enhanced International Fund Steward Funds Inc | 1.21 % | as of Jul 31, 2026 ↗ |
| Avantis International Large Cap Value ETF American Century ETF Trust | 0.38 % | as of May 31, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 0.35 % | as of May 31, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 0.24 % | as of May 31, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 0.19 % | as of May 31, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 0.19 % | as of May 31, 2026 ↗ |
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 0.03 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 10 | -3 | 1,457,963 | +9.2 % |
| 2026Q2 | 13 | +1 | 1,334,981 | +22.7 % |
| 2026Q1 | 12 | -1 | 1,087,745 | +11.5 % |
| 2025Q4 | 13 | +2 | 975,784 | +2.5 % |
| 2025Q3 | 11 | +1 | 952,282 | +1.4 % |
| 2025Q2 | 10 | 0 | 939,505 | +387.5 % |
| 2025Q1 | 10 | +2 | 192,722 | -7.3 % |
| 2024Q4 | 8 | -1 | 207,947 | +1.1 % |
| 2024Q3 | 9 | -2 | 205,614 | +24.5 % |
| 2024Q2 | 11 | +1 | 165,181 | +14.1 % |
| 2024Q1 | 10 | 0 | 144,809 | +5.3 % |
| 2023Q4 | 10 | 137,463 |
Institutional managers
278 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 5,944,003 | 178.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,007,215 | 150.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,893,892 | 86.8M $ | as of Mar 31, 2026 |
| TODD ASSET MANAGEMENT LLC | 1,840,058 | 55.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,309,408 | 39.3M $ | as of Mar 31, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1,147,000 | 34.4K $ | as of Mar 31, 2026 |
| Cullen Capital Management, LLC | 1,080,361 | 32.4M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 1,049,544 | 31.5M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 962,400 | 28.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 938,967 | 28.2M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 924,415 | 27.7M $ | as of Mar 31, 2026 |
| NATIXIS ADVISORS, LLC | 770,599 | 23.1K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 606,300 | 17.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 511,068 | 15.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 460,013 | 13.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 352,072 | 10.6M $ | as of Mar 31, 2026 |
| EAGLE GLOBAL ADVISORS LLC | 335,378 | 10.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 314,142 | 9.2M $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 291,079 | 8.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 209,552 | 6.3M $ | as of Mar 31, 2026 |
| Gilman Hill Asset Management, LLC | 203,157 | 6.1M $ | as of Mar 31, 2026 |
| Boston Common Asset Management, LLC | 175,172 | 5.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 172,045 | 5.2M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 167,463 | 5M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 165,800 | 5M $ | as of Mar 31, 2026 |
Declared shareholders of ORIX Corp
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | 5.00 % | 55,783,120 | as of Jun 30, 2026 · SCHEDULE 13G |
Funds holding the debt of ORIX Corp
113 funds declare 314 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Funds holding ORIX Corp". https://titelia.com/en/stocks/orix-corp-US6863301015