Who Owns ORIX Corp
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in ORIX Corp.
Who crossed 5% of IX →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCSPONSORED ADR160.6K shtrimmed | $6.1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM27.9K shtrimmed | $1.1M |
| Plan A Wealth LLCSPONSORED ADR27.8K shadded | $1M |
| GAMMA Investing LLCADR11.6K shadded | $435.6K |
| Wedmont Private CapitalSPONSORED ADR7.8K sh— | $287.8K |
| Farther Finance Advisors, LLCADR4.4K shadded | $167.3K |
| ELEVATION WEALTH PARTNERS, LLCSPONSORED ADR604 shheld | $22.8K |
| Retirement Wealth Solutions LLCSPONSORED ADR109 shtrimmed | $4.1K |
| Grove Bank & TrustSPONSORED ADR45 shheld | $1.7K |
| GK Wealth Management LLCSPONSORED ADR39 sh— | $1.5K |
| CoreCap Advisors, LLCADR13 shtrimmed | $490 |
| GILPIN WEALTH MANAGEMENT, LLCSPONSORED ADR6 sh— | $227 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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