- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 4,470,670
- Share change
- +35,110
- Total reported value
- $518,601,665
- Price per share
- $116.05
- Number of holders
- 171
- Value change
- +$4,142,529
- Number of buys
- 86
- Number of sells
- 59
Quarterly Holders Quick Answers
What is CUSIP 686330101?
CUSIP 686330101 identifies IX - ORIX CORP - SPONSORED ADR in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 686330101:
Top shareholders of IX - ORIX CORP - SPONSORED ADR (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Asset Managment Groupama |
13F
|
Individual |
—
class O/S missing
|
50,736
|
$180,226,913 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
1,021,428
|
$113,685,149 | — | 30 Jun 2024 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
589,511
|
$65,612,630 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
472,953
|
$52,639,695 | — | 30 Jun 2024 | |
| TODD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
346,285
|
$38,541,904 | — | 30 Jun 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
219,178
|
$24,394,456 | — | 30 Jun 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
198,391
|
$22,080,905 | — | 30 Jun 2024 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
—
class O/S missing
|
197,640
|
$21,997,000 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
132,171
|
$14,710,632 | — | 30 Jun 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
85,051
|
$9,466,176 | — | 30 Jun 2024 | |
| EAGLE GLOBAL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
78,864
|
$8,777,563 | — | 30 Jun 2024 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
60,580
|
$6,742,554 | — | 30 Jun 2024 | |
| Boston Common Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
55,961
|
$6,228,000 | — | 30 Jun 2024 | |
| QRG CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
52,757
|
$5,871,902 | — | 30 Jun 2024 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
51,360
|
$5,716,368 | — | 30 Jun 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
—
class O/S missing
|
49,090
|
$5,464,000 | — | 30 Jun 2024 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
—
class O/S missing
|
47,400
|
$5,275,620 | — | 30 Jun 2024 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
38,537
|
$4,289,000 | — | 30 Jun 2024 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
37,902
|
$4,218,543 | — | 30 Jun 2024 | |
| Gilman Hill Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
32,025
|
$3,564,351 | — | 30 Jun 2024 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
29,332
|
$3,264,685 | — | 30 Jun 2024 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
28,235
|
$3,142,531 | — | 30 Jun 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
25,165
|
$2,800,854 | — | 30 Jun 2024 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
23,956
|
$2,656,175 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
23,225
|
$2,584,943 | — | 30 Jun 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
20,673
|
$2,300,620 | — | 30 Jun 2024 | |
| Wambolt & Associates, LLC |
13F
|
Company |
—
class O/S missing
|
20,473
|
$2,270,663 | — | 30 Jun 2024 | |
| PARADIGM ASSET MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
20,400
|
$2,270,520 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
19,461
|
$2,166,053 | — | 30 Jun 2024 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
18,883
|
$2,101,000 | — | 30 Jun 2024 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
18,713
|
$2,082,707 | — | 30 Jun 2024 | |
| First Trust Direct Indexing L.P. |
13F
|
Company |
—
class O/S missing
|
17,938
|
$1,996,461 | — | 30 Jun 2024 | |
| NAPLES GLOBAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
17,913
|
$1,993,717 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
16,678
|
$1,856,261 | — | 30 Jun 2024 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
16,328
|
$1,817,308 | — | 30 Jun 2024 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
14,275
|
$1,588,008 | — | 30 Jun 2024 | |
| BTC Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
14,062
|
$1,565,104 | — | 30 Jun 2024 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
13,857
|
$1,542,306 | — | 30 Jun 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
—
class O/S missing
|
12,931
|
$1,439,220 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
12,904
|
$1,436,215 | — | 30 Jun 2024 | |
| Vident Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
12,473
|
$1,388,426 | — | 30 Jun 2024 | |
| Ativo Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
11,890
|
$1,323,311 | — | 30 Jun 2024 | |
| Cresset Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
10,963
|
$1,220,233 | — | 30 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
10,407
|
$1,158,292 | — | 30 Jun 2024 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
—
class O/S missing
|
10,095
|
$1,123,574 | — | 30 Jun 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
9,638
|
$1,072,000 | — | 30 Jun 2024 | |
| Callan Capital, LLC |
13F
|
Company |
—
class O/S missing
|
9,455
|
$1,052,342 | — | 30 Jun 2024 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
9,253
|
$1,029,859 | — | 30 Jun 2024 | |
| GREENLEAF TRUST |
13F
|
Company |
—
class O/S missing
|
8,750
|
$973,875 | — | 30 Jun 2024 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
8,465
|
$942,142 | — | 30 Jun 2024 |
Institutional Holders of ORIX CORP - SPONSORED ADR (IX) as of Q3 2024
As of 30 Sep 2024,
ORIX CORP - SPONSORED ADR (IX) was held by
171 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,470,670 shares.
The largest 10 holders included
MORGAN STANLEY, FMR LLC, BANK OF AMERICA CORP /DE/, TODD ASSET MANAGEMENT LLC, TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY, BlackRock, Inc., WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, AMERICAN CENTURY COMPANIES INC, and EAGLE GLOBAL ADVISORS LLC.
This page lists
171
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
168
Q3 2024 holders
171
Holder diff
3
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.