- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 25,355,432
- Share change
- +27,931
- Total reported value
- $662,261,702
- Price per share
- $26.12
- Number of holders
- 213
- Value change
- +$2,111,370
- Number of buys
- 120
- Number of sells
- 71
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
|
5,048,466
|
$113,691,537 | — | 30 Jun 2025 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
4,152,488
|
$93,514,026 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,353,948
|
$53,010,902 | — | 30 Jun 2025 | |
| TODD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,741,177
|
$39,211,437 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
1,069,463
|
$24,084,307 | — | 30 Jun 2025 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
—
class O/S missing
|
1,058,900
|
$23,846,000 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
876,513
|
$19,739,064 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
723,354
|
$16,289,914 | — | 30 Jun 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
543,509
|
$12,239,823 | — | 30 Jun 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
481,327
|
$10,839,488 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
366,526
|
$8,254,166 | — | 30 Jun 2025 | |
| EAGLE GLOBAL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
313,165
|
$7,052,476 | — | 30 Jun 2025 | |
| Boston Common Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
269,617
|
$6,071,775 | — | 30 Jun 2025 | |
| QRG CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
250,177
|
$5,633,980 | — | 30 Jun 2025 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
242,969
|
$5,471,662 | — | 30 Jun 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
234,358
|
$5,333,988 | — | 30 Jun 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
—
class O/S missing
|
236,604
|
$5,328,322 | — | 30 Jun 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
229,623
|
$5,171,110 | — | 30 Jun 2025 | |
| Gilman Hill Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
196,669
|
$4,428,976 | — | 30 Jun 2025 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
181,457
|
$4,090,249 | — | 30 Jun 2025 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
—
class O/S missing
|
178,000
|
$4,008,560 | — | 30 Jun 2025 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
168,232
|
$3,789,000 | — | 30 Jun 2025 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
161,787
|
$3,643,443 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
153,323
|
$3,452,834 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
150,478
|
$3,388,764 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
144,045
|
$3,243,901 | — | 30 Jun 2025 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
134,984
|
$3,039,835 | — | 30 Jun 2025 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
134,130
|
$3,020,608 | — | 30 Jun 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
126,198
|
$2,842,250 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
117,459
|
$2,645,183 | — | 30 Jun 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
111,844
|
$2,518,732 | — | 30 Jun 2025 | |
| BTC Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
101,497
|
$2,285,717 | — | 30 Jun 2025 | |
| Wambolt & Associates, LLC |
13F
|
Company |
—
class O/S missing
|
97,031
|
$2,208,435 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
96,548
|
$2,174,261 | — | 30 Jun 2025 | |
| NAPLES GLOBAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
92,365
|
$2,080,060 | — | 30 Jun 2025 | |
| Campbell & CO Investment Adviser LLC |
13F
|
Company |
—
class O/S missing
|
89,988
|
$2,026,530 | — | 30 Jun 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
79,972
|
$1,800,974 | — | 30 Jun 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
77,119
|
$1,736,720 | — | 30 Jun 2025 | |
| QUADRANT CAPITAL GROUP LLC |
13F
|
Company |
—
class O/S missing
|
73,134
|
$1,646,978 | — | 30 Jun 2025 | |
| PARADIGM ASSET MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
72,500
|
$1,632,700 | — | 30 Jun 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
68,357
|
$1,539,401 | — | 30 Jun 2025 | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
67,964
|
$1,530,544 | — | 30 Jun 2025 | |
| Callan Family Office, LLC |
13F
|
Company |
—
class O/S missing
|
66,285
|
$1,492,738 | — | 30 Jun 2025 | |
| Curi Capital, LLC |
13F
|
Company |
—
class O/S missing
|
61,772
|
$1,391,106 | — | 30 Jun 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
57,983
|
$1,305,468 | — | 30 Jun 2025 | |
| Orion Porfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
56,265
|
$1,267,083 | — | 30 Jun 2025 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
class O/S missing
|
56,000
|
$1,261,120 | — | 30 Jun 2025 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
55,908
|
$1,259,009 | — | 30 Jun 2025 | |
| Ativo Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
55,853
|
$1,257,820 | — | 30 Jun 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
54,052
|
$1,217,250 | — | 30 Jun 2025 |
Institutional Holders of ORIX CORP - SPONSORED ADR (IX) as of Q3 2025
As of 30 Sep 2025,
ORIX CORP - SPONSORED ADR (IX) was held by
213 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,355,432 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, NORTHERN TRUST CORP, BlackRock, Inc., AMERICAN CENTURY COMPANIES INC, Quantinno Capital Management LP, and EAGLE GLOBAL ADVISORS LLC.
This page lists
213
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
205
Q3 2025 holders
213
Holder diff
8
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.