- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 25,295,438
- Share change
- +714,212
- Total reported value
- $569,389,413
- Price per share
- $22.52
- Number of holders
- 205
- Value change
- +$16,124,542
- Number of buys
- 114
- Number of sells
- 72
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
|
4,954,363
|
$103,496,694 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
3,996,176
|
$83,480,106 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,254,432
|
$47,095,078 | — | 31 Mar 2025 | |
| TODD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,727,984
|
$36,097,577 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
1,070,093
|
$22,354,243 | — | 31 Mar 2025 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
—
class O/S missing
|
1,058,900
|
$22,120,000 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
922,470
|
$19,270,394 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
713,265
|
$14,900,106 | — | 31 Mar 2025 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
—
class O/S missing
|
631,500
|
$13,192,035 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
467,365
|
$9,763,255 | — | 31 Mar 2025 | |
| EAGLE GLOBAL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
397,500
|
$8,303,775 | — | 31 Mar 2025 | |
| Boston Common Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
283,088
|
$5,913,708 | — | 31 Mar 2025 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
278,869
|
$5,825,573 | — | 31 Mar 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
255,747
|
$5,342,564 | — | 31 Mar 2025 | |
| QRG CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
247,085
|
$5,161,602 | — | 31 Mar 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
242,372
|
$5,063,151 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
240,475
|
$5,009,094 | — | 31 Mar 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
—
class O/S missing
|
207,710
|
$4,339,062 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
203,967
|
$4,260,871 | — | 31 Mar 2025 | |
| Gilman Hill Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
195,964
|
$4,093,679 | — | 31 Mar 2025 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
175,847
|
$3,673,000 | — | 31 Mar 2025 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
165,744
|
$3,462,400 | — | 31 Mar 2025 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
155,816
|
$3,255,004 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
148,222
|
$3,096,354 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
145,592
|
$3,041,417 | — | 31 Mar 2025 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
134,339
|
$2,806,342 | — | 31 Mar 2025 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
132,802
|
$2,774,231 | — | 31 Mar 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
120,578
|
$2,518,780 | — | 31 Mar 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
118,780
|
$2,484,700 | — | 31 Mar 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
113,830
|
$2,377,909 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
112,927
|
$2,359,053 | — | 31 Mar 2025 | |
| Wambolt & Associates, LLC |
13F
|
Company |
—
class O/S missing
|
106,352
|
$2,215,303 | — | 31 Mar 2025 | |
| Orion Portfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
54,016
|
$2,097,294 | — | 31 Mar 2025 | |
| BTC Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
97,618
|
$2,039,240 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
96,454
|
$2,014,924 | — | 31 Mar 2025 | |
| NAPLES GLOBAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
91,601
|
$1,933,926 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
91,609
|
$1,913,711 | — | 31 Mar 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
83,424
|
$1,742,732 | — | 31 Mar 2025 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
76,311
|
$1,593,345 | — | 31 Mar 2025 | |
| PARADIGM ASSET MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
72,500
|
$1,514,525 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
71,328
|
$1,490,050 | — | 31 Mar 2025 | |
| Campbell & CO Investment Adviser LLC |
13F
|
Company |
—
class O/S missing
|
71,034
|
$1,483,900 | — | 31 Mar 2025 | |
| Callan Capital, LLC |
13F
|
Company |
—
class O/S missing
|
69,576
|
$1,453,443 | — | 31 Mar 2025 | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
67,287
|
$1,405,620 | — | 31 Mar 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
58,871
|
$1,230,230 | — | 31 Mar 2025 | |
| Ativo Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
57,653
|
$1,204,365 | — | 31 Mar 2025 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
class O/S missing
|
56,000
|
$1,169,840 | — | 31 Mar 2025 | |
| QUADRANT CAPITAL GROUP LLC |
13F
|
Company |
—
class O/S missing
|
55,190
|
$1,152,920 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
53,935
|
$1,126,702 | — | 31 Mar 2025 | |
| Curi Capital, LLC |
13F
|
Company |
—
class O/S missing
|
52,803
|
$1,103,055 | — | 31 Mar 2025 |
Institutional Holders of ORIX CORP - SPONSORED ADR (IX) as of Q2 2025
As of 30 Jun 2025,
ORIX CORP - SPONSORED ADR (IX) was held by
205 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,295,438 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, AMERICAN CENTURY COMPANIES INC, and Quantinno Capital Management LP.
This page lists
206
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
187
Q2 2025 holders
205
Holder diff
18
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.