Security key
686330101
- Security type / class
- Equity / SPONSORED ADR
- Total 13F shares
- 4,470,670
- Total 13F value
- $518,601,665
- Share change
- +35,110
- SEC-reported price per share
- $116.05
- Number of holders
- 171
- Value change
- +$4,142,529
- Number of buys
- 86
- Number of sells
- 59
Report period
Q3 2024
Institutions
171
Top holders
10
IX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
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
Asset Managment Groupama
Disclosed value leader
Asset Managment Groupama
Comparable rows
0/15
Latest evidence
30 Jun 2024
13F
Highest disclosed value: $180,226,913
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Asset Managment Groupama has the largest disclosed position value at $180.23M.
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 Asset Managment Groupama's linked filing trail.
Disclosed position value
Top 5
Asset Managment Groupama
$180.23M
MORGAN STANLEY
$113.69M
FMR LLC
$65.61M
BANK OF AMERICA CORP /DE/
$52.64M
TODD ASSET MANAGEMENT LLC
$38.54M
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 |
|---|---|---|---|---|---|
| Asset Managment Groupama |
13F
Individual
|
—
class O/S missing
|
$180,226,913
50,736 shares
|
— | 30 Jun 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$113,685,149
1,021,428 shares
|
— | 30 Jun 2024 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$65,612,630
589,511 shares
|
— | 30 Jun 2024 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$52,639,695
472,953 shares
|
— | 30 Jun 2024 |
| TODD ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$38,541,904
346,285 shares
|
— | 30 Jun 2024 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$24,394,456
219,178 shares
|
— | 30 Jun 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
171
Shares
4,470,670
Rows available
171
| 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 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 change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend