Skip to main content

ORIX CORP hedge fund holdings

IXNYSE
$37.12-0.24 (-0.64%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

IX · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+45.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20258237$34.4M$19.5M187Aug 14, 2025
Q3 20258856$57M$47.2M202Nov 14, 2025
Q4 202510150$68.2M$23.7M225Feb 14, 2026
Q1 202615128$189M$17.3M264May 15, 2026
Q2 202616046$152M$27.5M296Aug 14, 2026

Quarterly action breakdown

Q2 2026
296 filers
New position
54
$15.2M+399K sh
Increased
106
$137M+3.6M sh
Reduced
28
-$13.6M-357K sh
Out / sold
18
-$13.9M-365K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Natixis Advisors, LLCAdded 36.13%+$10.6M$39.9M0.04%Aug 14, 2026
Curi Capital, LLCAdded 977.13%+$7.55M$8.33M0.13%Aug 14, 2026
Quantinno Capital Management LPAdded 12.30%+$4.32M$39.5M0.05%Aug 13, 2026
Artemis Investment Management LLPNew Buy+$3.25M$3.25M0.03%Jul 23, 2026
BTC Capital Management, Inc.Added 104.07%+$2.07M$4.06M0.25%Jul 16, 2026
MML Investors Services, LLCAdded 61.37%+$1.55M$4.07M0.01%Aug 7, 2026
OneAscent Investment Solutions LLCNew Buy+$1.06M$1.06M1.01%Aug 11, 2026
William Blair Investment Management, LLCNew Buy+$1.05M$1.05M0.00%Aug 12, 2026
Campbell & CO Investment Adviser LLCNew Buy+$1.04M$1.04M0.05%Aug 3, 2026
Strategic Global Advisors, LLCReduce 73.32%-$916K$333K0.05%Aug 14, 2026
Vise Technologies, Inc.Added 35.17%+$896K$3.44M0.04%Aug 11, 2026
Henry James International Management Inc.Reduce 20.89%-$886K$3.35M1.00%Jul 9, 2026
Calamos Wealth Management LLCAdded 11.38%+$707K$6.92M0.21%Jul 31, 2026
Todd Asset Management LLCReduce 0.95%-$667K$69.3M1.23%Aug 4, 2026
Voloridge Investment Management, LLCSell 100%-$634K$00.00%Aug 14, 2026
Hennion & Walsh Asset Management, Inc.Added 94.90%+$511K$1.05M0.03%Jul 8, 2026
QRG Capital Management, Inc.Added 8.54%+$498K$6.33M0.05%Jul 14, 2026
Eagle Global Advisors LLCAdded 3.81%+$486K$13.2M0.44%Jul 30, 2026
Blair William & CoNew Buy+$483K$483K0.00%Aug 11, 2026
Independent Advisor AllianceNew Buy+$482K$482K0.01%Aug 12, 2026
Ethic Inc.Added 69.00%+$471K$1.15M0.01%Jul 29, 2026
Regions Financial CorpAdded 136.39%+$471K$817K0.00%Aug 10, 2026
Aprio Wealth Management, LLCNew Buy+$383K$383K0.02%Jul 24, 2026
Oppenheimer Asset Management Inc.Added 6.12%+$374K$6.48M0.07%Aug 3, 2026
Yousif Capital Management, LLCSell 100%-$367K$00.00%Jul 16, 2026
Boston Common Asset Management, LLCReduce 5.27%-$351K$6.31M0.37%Jul 21, 2026
Promethos Capital, LLCNew Buy+$345K$345K0.09%Aug 12, 2026
Baron Wealth Management LLCNew Buy+$327K$327K0.08%Jul 7, 2026
Pure Financial Advisors, LLCNew Buy+$320K$320K0.00%Aug 17, 2026
Keebeck Wealth ManagementNew Buy+$320K$320K0.03%Aug 11, 2026
SmartHarvest Portfolios, LLCNew Buy+$291K$291K0.09%Aug 4, 2026
Sivia Capital Partners, LLCNew Buy+$286K$286K0.03%Jul 23, 2026
Diversify Advisory Services, LLCNew Buy+$270K$270K0.00%Aug 10, 2026
Diversify Wealth Management, LLCNew Buy+$270K$270K0.00%Jul 30, 2026
NewSquare Capital LLCNew Buy+$268K$268K0.02%Jul 28, 2026
Envestnet Portfolio Solutions, Inc.New Buy+$256K$256K0.00%Jul 20, 2026
Xponance LLCAdded 80.54%+$252K$564K0.00%Aug 10, 2026
Commerce BankNew Buy+$251K$251K0.00%Aug 12, 2026
Narus Financial Partners, LLCNew Buy+$247K$247K0.06%Jul 31, 2026
Perigon Wealth Management, LLCNew Buy+$240K$240K0.00%Aug 7, 2026
Crestwood Advisors Group, LLCNew Buy+$238K$238K0.00%Aug 3, 2026
Walkner Condon Financial Advisors LLCNew Buy+$232K$232K0.03%Jul 27, 2026
Old National BancorpNew Buy+$223K$223K0.00%Jul 15, 2026
55 North Private Wealth, LLCNew Buy+$213K$213K0.04%Jul 7, 2026
Icon Wealth Advisors, LLCNew Buy+$203K$203K0.01%Aug 5, 2026
Norden Group LLCNew Buy+$201K$201K0.02%Jul 29, 2026
Elevation Point Wealth Partners, LLCAdded 59.21%+$190K$512K0.01%Aug 12, 2026
D'Orazio & Associates, Inc.Added 55.10%+$170K$477K0.06%Jul 28, 2026
Naviter Wealth, LLCAdded 25.90%+$160K$778K0.07%Aug 7, 2026
Keybank National AssociationAdded 47.27%+$154K$479K0.00%Jul 28, 2026
Vident Advisory, LLCAdded 23.82%+$152K$789K0.01%Aug 12, 2026
Marks Group Wealth Management, IncReduce 23.98%-$147K$466K0.04%Jul 28, 2026
Gilman Hill Asset Management, LLCReduce 1.87%-$144K$7.58M1.04%Jul 9, 2026
&PartnersAdded 5.33%+$139K$2.75M0.01%Aug 14, 2026
Lester Murray Antman dba SimplyRichAdded 5.08%+$122K$2.53M0.59%Aug 3, 2026
Evergreen Capital Management LLCReduce 15.53%-$112K$611K0.01%Jul 23, 2026
Kathmere Capital Management, LLCAdded 8.76%+$99K$1.23M0.07%Jul 29, 2026
Dynasty Wealth Management, LLCAdded 9.52%+$97.2K$1.12M0.01%Aug 13, 2026
Investment Research Partners LLCAdded 9.99%+$94.3K$1.04M0.35%Aug 4, 2026
Lido Advisors, LLCAdded 10.03%+$88.6K$972K0.00%Aug 7, 2026
Portside Wealth Group, LLCAdded 31.63%+$85.9K$357K0.04%Jul 14, 2026
TD Private Client Wealth LLCAdded 42.23%+$79.4K$267K0.00%Aug 4, 2026
Park Avenue Securities LLCAdded 7.08%+$77.7K$1.18M0.01%Jul 20, 2026
Plan A Wealth LLCAdded 8.08%+$77.5K$1.04M0.44%Jul 14, 2026
Wealth Alliance, LLCAdded 25.35%+$75.1K$371K0.03%Aug 11, 2026
JMN Financial LLCReduce 11.40%-$72.9K$567K0.44%Aug 10, 2026
Savvy Advisors, Inc.Added 6.74%+$58.9K$934K0.02%Aug 3, 2026
Atria Investments, IncReduce 5.52%-$54.6K$935K0.01%Jul 28, 2026
V-Square Quantitative Management LLCSell 100%-$48.5K$00.00%Jul 27, 2026
Syon Capital LLCAdded 4.45%+$48.4K$1.14M0.05%Aug 14, 2026
Addison Advisors LLCSell 100%-$46.1K$00.00%Aug 10, 2026
Tred Avon Family Wealth, LLCReduce 4.66%-$44.7K$914K0.28%Aug 10, 2026
Greenleaf TrustReduce 2.88%-$40.9K$1.38M0.01%Jul 21, 2026
Caprock Group, LLCReduce 3.30%-$40.5K$1.19M0.02%Jul 27, 2026
Quantum Portfolio Management LLCNew Buy+$37.4K$37.4K0.01%Aug 14, 2026
Versant Capital Management, IncReduce 4.55%-$36.6K$767K0.07%Jul 2, 2026
Vestmark Advisory Solutions, Inc.Reduce 11.98%-$36.1K$265K0.00%Aug 14, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$36K$00.00%Aug 13, 2026
Aaron Wealth Advisors LLCReduce 2.78%-$35.9K$1.26M0.06%Jul 16, 2026
Horizon Investments, LLCReduce 33.05%-$34.2K$69.3K0.00%Aug 13, 2026
Ascent Group, LLCAdded 7.56%+$31.7K$451K0.01%Aug 3, 2026
United Capital Financial Advisors, LLCAdded 7.62%+$26.2K$371K0.00%Aug 17, 2026
Elevation Wealth Partners, LLCNew Buy+$23K$23K0.01%Jul 8, 2026
Frec Markets, Inc.Added 7.91%+$21.7K$296K0.03%Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementAdded 3.54%+$20.6K$602K0.01%Jul 15, 2026
Silver Grove Financial Group, Inc.New Buy+$19.8K$19.8K0.01%Aug 13, 2026
Choreo, LLCAdded 1.83%+$18K$1M0.01%Aug 4, 2026
Sound Income Strategies, LLCSell 100%-$16.6K$00.00%Jul 20, 2026
RNC Capital Management LLCReduce 2.66%-$16.2K$593K0.02%Aug 7, 2026
Dorsey & Whitney Trust CO LLCAdded 4.12%+$15.6K$394K0.02%Aug 14, 2026
Palladiem, LLCReduce 4.34%-$14.8K$326K0.32%Aug 13, 2026
Sequoia Financial Advisors, LLCAdded 1.44%+$14.2K$1M0.01%Jul 17, 2026
Huntington National BankReduce 8.82%-$13.6K$141K0.00%Aug 13, 2026
Naples Global Advisors, LLCAdded 0.38%+$13.3K$3.56M0.22%Jul 23, 2026
Laird Norton Wetherby Trust Company, LLCReduce 0.42%-$11.9K$2.81M0.05%Aug 14, 2026
Kingdom Financial Group LLC.Sell 100%-$9.84K$00.00%Aug 7, 2026
Whipplewood Advisors, LLCSell 100%-$9.6K$00.00%Jul 27, 2026
Salomon & Ludwin, LLCReduce 7.84%-$6.34K$74.5K0.01%Aug 7, 2026
Continuum Advisory, LLCNew Buy+$6.12K$6.12K0.00%Aug 6, 2026
Aventura Private Wealth, LLCNew Buy+$6.05K$6.05K0.00%Jul 15, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.