Security key
686330101
- Security type / class
- Equity / SPONSORED ADR
- Total 13F shares
- 4,350,935
- Total 13F value
- $479,383,069
- Share change
- +105,635
- SEC-reported price per share
- $110.20
- Number of holders
- 157
- Value change
- +$12,058,401
- Number of buys
- 85
- Number of sells
- 54
Report period
Q1 2024
Institutions
157
Top holders
10
IX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2024
Previous quarter: Q4 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
31 Dec 2023
13F
Highest disclosed value: $92,437,170
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 $92.44M.
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
$92.44M
BANK OF AMERICA CORP /DE/
$43.1M
FMR LLC
$41.73M
WELLS FARGO & COMPANY/MN
$30.52M
TODD ASSET MANAGEMENT LLC
$26.14M
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
|
$92,437,170
989,796 shares
|
— | 31 Dec 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$43,098,840
461,493 shares
|
— | 31 Dec 2023 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$41,733,006
446,867 shares
|
— | 31 Dec 2023 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$30,518,927
326,790 shares
|
— | 31 Dec 2023 |
| TODD ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$26,139,453
279,896 shares
|
— | 31 Dec 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$20,205,319
216,354 shares
|
— | 31 Dec 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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
157
Shares
4,350,935
Rows available
157
| 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 Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
150
Q1 2024 holders
157
Holder diff
7
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend