14 institutions reported holding $9.1M of ORIX CORP (IX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($6.3M), Hennion & Walsh Asset Management, Inc. ($1.0M), Versant Capital Management, Inc ($767,457), GAMMA Investing LLC ($397,100), Baron Wealth Management LLC ($326,522). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $6.3M | 165,151 | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.0M | 27,576 | Added |
| 3 | Versant Capital Management, Inc | $767,457 | 20,175 | Trimmed |
| 4 | GAMMA Investing LLC | $397,100 | 10,439 | Added |
| 5 | Baron Wealth Management LLC | $326,522 | 8,584 | New |
| 6 | 55 North Private Wealth, LLC | $213,404 | 5,610 | New |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $22,977 | 604 | New |
| 8 | Dogwood Wealth Management LLC | $9,168 | 241 | Added |
| 9 | Retirement Wealth Solutions LLC | $5,821 | 153 | Added |
| 10 | Arlington Trust Co LLC | $3,690 | 97 | Hold |
| 11 | CX Institutional | $2,000 | 50 | Hold |
| 12 | Grove Bank & Trust | $1,712 | 45 | Added |
| 13 | CoreCap Advisors, LLC | $989 | 26 | New |
| 14 | Beaird Harris Wealth Management, LLC | $514 | 14 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30