ORIX CORP - SPONSORED ADR (IX)

CUSIP: 686330101

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / SPONSORED ADR
Total 13F shares
24,699,802
Share change
+19,888,634
Total reported value
$516,023,768
Price per share
$20.89
Number of holders
187
Value change
+$412,845,326
Number of buys
180
Number of sells
23

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?
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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
1,022,868
$108,659,502 31 Dec 2024
13F
FMR LLC
13F
Company
class O/S missing
762,757
$81,027,697 31 Dec 2024
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
424,770
$45,123,276 31 Dec 2024
13F
TODD ASSET MANAGEMENT LLC
13F
Company
class O/S missing
346,220
$36,778,925 31 Dec 2024
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
213,971
$22,730,139 31 Dec 2024
13F
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
13F
Company
class O/S missing
211,780
$22,497,000 31 Dec 2024
13F
BlackRock, Inc.
13F
Company
class O/S missing
187,591
$19,927,763 31 Dec 2024
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
158,296
$16,815,678 31 Dec 2024
13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
Company
class O/S missing
91,600
$9,730,668 31 Dec 2024
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
class O/S missing
85,114
$9,041,660 31 Dec 2024
13F
EAGLE GLOBAL ADVISORS LLC
13F
Company
class O/S missing
80,704
$8,573,186 31 Dec 2024
13F
Henry James International Management Inc.
13F
Company
class O/S missing
55,773
$5,924,766 31 Dec 2024
13F
QRG CAPITAL MANAGEMENT, INC.
13F
Company
class O/S missing
54,607
$5,800,929 31 Dec 2024
13F
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
class O/S missing
49,471
$5,255,305 31 Dec 2024
13F
Quantinno Capital Management LP
13F
Company
class O/S missing
45,376
$4,820,336 31 Dec 2024
13F
Boston Common Asset Management, LLC
13F
Company
class O/S missing
45,074
$4,788,211 31 Dec 2024
13F
Allspring Global Investments Holdings, LLC
13F
Company
class O/S missing
41,283
$4,375,998 31 Dec 2024
13F
NATIXIS ADVISORS, LLC
13F
Company
class O/S missing
39,824
$4,231,000 31 Dec 2024
13F
Gilman Hill Asset Management, LLC
13F
Company
class O/S missing
36,590
$3,886,925 31 Dec 2024
13F
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
class O/S missing
35,163
$3,735,382 31 Dec 2024
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
class O/S missing
34,240
$3,637,315 31 Dec 2024
13F
Crossmark Global Holdings, Inc.
13F
Company
class O/S missing
32,806
$3,485,000 31 Dec 2024
13F
Vanguard Personalized Indexing Management, LLC
13F
Company
class O/S missing
28,780
$3,057,299 31 Dec 2024
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
27,859
$2,959,462 31 Dec 2024
13F
Pathstone Holdings, LLC
13F
Company
class O/S missing
27,548
$2,926,597 31 Dec 2024
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
27,132
$2,882,221 31 Dec 2024
13F
SEI INVESTMENTS CO
13F
Company
class O/S missing
22,715
$2,412,990 31 Dec 2024
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
21,181
$2,250,066 31 Dec 2024
13F
Wambolt & Associates, LLC
13F
Company
class O/S missing
20,742
$2,203,480 31 Dec 2024
13F
Cerity Partners LLC
13F
Company
class O/S missing
18,657
$2,045,842 31 Dec 2024
13F
NAPLES GLOBAL ADVISORS, LLC
13F
Company
class O/S missing
17,920
$1,903,665 31 Dec 2024
13F
RITHOLTZ WEALTH MANAGEMENT
13F
Company
class O/S missing
17,641
$1,873,988 31 Dec 2024
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
17,386
$1,846,880 31 Dec 2024
13F
BTC Capital Management, Inc.
13F
Company
class O/S missing
16,641
$1,760,661 31 Dec 2024
13F
PARADIGM ASSET MANAGEMENT CO LLC
13F
Company
class O/S missing
14,500
$1,540,335 31 Dec 2024
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
14,424
$1,532,262 31 Dec 2024
13F
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
13F
Company
class O/S missing
13,663
$1,451,394 31 Dec 2024
13F
WHITTIER TRUST CO
13F
Company
class O/S missing
13,655
$1,450,539 31 Dec 2024
13F
Mariner, LLC
13F
Company
class O/S missing
13,536
$1,438,091 31 Dec 2024
13F
Callan Capital, LLC
13F
Company
class O/S missing
11,658
$1,238,429 31 Dec 2024
13F
Ativo Capital Management LLC
13F
Company
class O/S missing
11,629
$1,235,324 31 Dec 2024
13F
Orion Porfolio Solutions, LLC
13F
Company
class O/S missing
11,353
$1,206,068 31 Dec 2024
13F
Orion Portfolio Solutions, LLC
13F
Company
class O/S missing
11,353
$1,206,068 31 Dec 2024
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
10,771
$1,144,203 31 Dec 2024
13F
RHUMBLINE ADVISERS
13F
Company
class O/S missing
10,648
$1,131,128 31 Dec 2024
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
10,233
$1,087,051 31 Dec 2024
13F
Summit Global Investments
13F
Company
class O/S missing
10,046
$1,067,000 31 Dec 2024
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
9,770
$1,037,818 31 Dec 2024
13F
D. E. Shaw & Co., Inc.
13F
Company
class O/S missing
9,183
$975,510 31 Dec 2024
13F
GREENLEAF TRUST
13F
Company
class O/S missing
8,750
$929,513 31 Dec 2024
13F

Institutional Holders of ORIX CORP - SPONSORED ADR (IX) as of Q1 2025

As of 31 Mar 2025, ORIX CORP - SPONSORED ADR (IX) was held by 187 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 24,699,802 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 Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
187
Q1 2025 holders
187
Holder diff
0
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 Value $ Q1 2025 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.
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