- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 4,810,683
- Share change
- +281,904
- Total reported value
- $511,100,792
- Price per share
- $106.23
- Number of holders
- 187
- Value change
- +$29,344,463
- Number of buys
- 96
- Number of sells
- 64
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 |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
1,029,222
|
$119,441,451 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
647,689
|
$75,164,439 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
419,469
|
$48,679,404 | — | 30 Sep 2024 | |
| TODD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
343,996
|
$39,920,748 | — | 30 Sep 2024 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
—
class O/S missing
|
197,640
|
$22,936,000 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
195,218
|
$22,655,006 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
175,915
|
$20,414,909 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
131,442
|
$15,253,845 | — | 30 Sep 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
84,050
|
$9,754,003 | — | 30 Sep 2024 | |
| EAGLE GLOBAL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
78,199
|
$9,074,994 | — | 30 Sep 2024 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
54,555
|
$6,331,108 | — | 30 Sep 2024 | |
| QRG CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
53,429
|
$6,200,422 | — | 30 Sep 2024 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
53,107
|
$5,949,046 | — | 30 Sep 2024 | |
| Boston Common Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
48,519
|
$5,631,000 | — | 30 Sep 2024 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
—
class O/S missing
|
47,400
|
$5,500,770 | — | 30 Sep 2024 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
39,434
|
$4,599,202 | — | 30 Sep 2024 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
39,530
|
$4,587,000 | — | 30 Sep 2024 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
35,200
|
$4,085,010 | — | 30 Sep 2024 | |
| Gilman Hill Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
33,815
|
$3,924,197 | — | 30 Sep 2024 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
28,722
|
$3,334,000 | — | 30 Sep 2024 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
28,679
|
$3,328,198 | — | 30 Sep 2024 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
27,603
|
$3,203,379 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
26,209
|
$3,041,554 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
25,636
|
$2,975,073 | — | 30 Sep 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
22,348
|
$2,593,130 | — | 30 Sep 2024 | |
| Wambolt & Associates, LLC |
13F
|
Company |
—
class O/S missing
|
21,560
|
$2,514,429 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
20,707
|
$2,403,064 | — | 30 Sep 2024 | |
| PARADIGM ASSET MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
20,400
|
$2,367,420 | — | 30 Sep 2024 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
20,370
|
$2,363,984 | — | 30 Sep 2024 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
18,746
|
$2,175,421 | — | 30 Sep 2024 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
18,146
|
$2,105,845 | — | 30 Sep 2024 | |
| NAPLES GLOBAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
17,913
|
$2,085,049 | — | 30 Sep 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
17,688
|
$2,052,691 | — | 30 Sep 2024 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
17,034
|
$1,987,670 | — | 30 Sep 2024 | |
| First Trust Direct Indexing L.P. |
13F
|
Company |
—
class O/S missing
|
16,229
|
$1,883,335 | — | 30 Sep 2024 | |
| Vident Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
15,163
|
$1,759,796 | — | 30 Sep 2024 | |
| BTC Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
14,850
|
$1,723,345 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
14,114
|
$1,637,930 | — | 30 Sep 2024 | |
| Callan Capital, LLC |
13F
|
Company |
—
class O/S missing
|
13,956
|
$1,619,594 | — | 30 Sep 2024 | |
| Cresset Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
13,062
|
$1,515,890 | — | 30 Sep 2024 | |
| Ativo Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
11,829
|
$1,372,712 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
10,771
|
$1,249,975 | — | 30 Sep 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
10,657
|
$1,236,735 | — | 30 Sep 2024 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
—
class O/S missing
|
10,162
|
$1,179,300 | — | 30 Sep 2024 | |
| Virtu Financial LLC |
13F
|
Company |
—
class O/S missing
|
9,452
|
$1,097,000 | — | 30 Sep 2024 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
9,098
|
$1,055,803 | — | 30 Sep 2024 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
9,095
|
$1,055,475 | — | 30 Sep 2024 | |
| GREENLEAF TRUST |
13F
|
Company |
—
class O/S missing
|
8,750
|
$1,015,438 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
8,601
|
$998,000 | — | 30 Sep 2024 | |
| Orion Porfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
8,183
|
$949,637 | — | 30 Sep 2024 |
Institutional Holders of ORIX CORP - SPONSORED ADR (IX) as of Q4 2024
As of 31 Dec 2024,
ORIX CORP - SPONSORED ADR (IX) was held by
187 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,810,683 shares.
The largest 10 holders included
MORGAN STANLEY, FMR LLC, BANK OF AMERICA CORP /DE/, TODD ASSET MANAGEMENT LLC, NORTHERN TRUST CORP, TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY, BlackRock, Inc., WELLS FARGO & COMPANY/MN, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND, and AMERICAN CENTURY COMPANIES INC.
This page lists
187
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
171
Q4 2024 holders
187
Holder diff
16
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.