IX — Orix Corp Institutional Holders · Q3 2026
Who owns Orix Corp (IX)? 16 institutions reported holding $9.86M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($6.1M), Ferguson Wellman Capital Management, Inc ($1.1M), Plan A Wealth LLC ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $6.1M | 160,643 | Trimmed |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.1M | 27,910 | Trimmed |
| 3 | Plan A Wealth LLC | $1.0M | 27,772 | Added |
| 4 | Versant Capital Management, Inc | $776,562 | 20,593 | Added |
| 5 | GAMMA Investing LLC | $435,626 | 11,552 | Added |
| 6 | Wedmont Private Capital | $287,760 | 7,843 | New |
| 7 | Farther Finance Advisors, LLC | $167,323 | 4,437 | Added |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $22,777 | 604 | Hold |
| 9 | Retirement Wealth Solutions LLC | $4,111 | 109 | Trimmed |
| 10 | Planning Strategies Inc. | $2,753 | 73 | New |
| 11 | CX Institutional | $2,000 | 50 | Hold |
| 12 | Grove Bank & Trust | $1,697 | 45 | Hold |
| 13 | GK Wealth Management LLC | $1,471 | 39 | New |
| 14 | CoreCap Advisors, LLC | $490 | 13 | Trimmed |
| 15 | GILPIN WEALTH MANAGEMENT, LLC | $227 | 6 | New |
| 16 | Artemis Investment Management LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30