Security key
686330101
- Security type / class
- Equity / SPONSORED ADR
- Total 13F shares
- 4,221,492
- Total 13F value
- $396,292,009
- Share change
- +60,455
- SEC-reported price per share
- $93.88
- Number of holders
- 134
- Value change
- +$5,752,696
- Number of buys
- 65
- Number of sells
- 42
Report period
Q3 2023
Institutions
134
Top holders
10
IX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2023
Previous quarter: Q2 2023
ORIX CORP SEC filings
ORIX CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 686330101
Recent filing periods:
Ownership snapshot
Top reported holders of IX - ORIX CORP - SPONSORED ADR (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F
Highest disclosed value: $104,087,996
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $104.09M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$104.09M
FMR LLC
$38.44M
WELLS FARGO & COMPANY/MN
$29.59M
TODD ASSET MANAGEMENT LLC
$26.34M
BANK OF AMERICA CORP /DE/
$25.14M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$104,087,996
1,141,189 shares
|
— | 30 Jun 2023 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$38,438,496
421,429 shares
|
— | 30 Jun 2023 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$29,588,333
324,398 shares
|
— | 30 Jun 2023 |
| TODD ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$26,344,689
288,836 shares
|
— | 30 Jun 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$25,139,667
275,624 shares
|
— | 30 Jun 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$22,256,149
244,010 shares
|
— | 30 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
134
Shares
4,221,492
Rows available
134
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
127
Q3 2023 holders
134
Holder diff
7
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend