- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 26,806,008
- Share change
- +1,476,005
- Total reported value
- $783,261,054
- Price per share
- $29.22
- Number of holders
- 237
- Value change
- +$44,544,905
- Number of buys
- 133
- Number of sells
- 78
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
|
5,043,469
|
$131,735,458 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
4,906,432
|
$128,156,008 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,375,278
|
$62,042,251 | — | 30 Sep 2025 | |
| TODD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,847,014
|
$48,244,134 | — | 30 Sep 2025 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
—
class O/S missing
|
1,147,000
|
$29,960,000 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
1,089,613
|
$28,460,692 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
934,440
|
$24,407,564 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
639,305
|
$16,698,647 | — | 30 Sep 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
628,109
|
$16,406,226 | — | 30 Sep 2025 | |
| EAGLE GLOBAL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
314,910
|
$8,225,449 | — | 30 Sep 2025 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
239,544
|
$6,256,889 | — | 30 Sep 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
237,483
|
$6,203,056 | — | 30 Sep 2025 | |
| Boston Common Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
235,079
|
$6,140,263 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
219,103
|
$5,722,970 | — | 30 Sep 2025 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
207,869
|
$5,433,989 | — | 30 Sep 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
—
class O/S missing
|
205,388
|
$5,364,735 | — | 30 Sep 2025 | |
| Gilman Hill Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
196,944
|
$5,144,166 | — | 30 Sep 2025 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
179,870
|
$4,698,000 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
169,101
|
$4,416,933 | — | 30 Sep 2025 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
154,095
|
$4,024,965 | — | 30 Sep 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
134,217
|
$3,506,370 | — | 30 Sep 2025 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
134,141
|
$3,503,763 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
131,509
|
$3,435,024 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
125,085
|
$3,267,220 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
124,224
|
$3,244,734 | — | 30 Sep 2025 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
123,384
|
$3,222,781 | — | 30 Sep 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
117,320
|
$3,064,394 | — | 30 Sep 2025 | |
| QRG CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
115,972
|
$3,029,190 | — | 30 Sep 2025 | |
| BTC Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
109,131
|
$2,849,951 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
103,815
|
$2,711,657 | — | 30 Sep 2025 | |
| NAPLES GLOBAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
93,265
|
$2,456,461 | — | 30 Sep 2025 | |
| CWM, LLC |
13F
|
Company |
—
class O/S missing
|
93,913
|
$2,453,000 | — | 30 Sep 2025 | |
| PARADIGM ASSET MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
83,700
|
$2,186,244 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
80,200
|
$2,094,824 | — | 30 Sep 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
77,796
|
$2,032,043 | — | 30 Sep 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
—
class O/S missing
|
77,707
|
$2,029,707 | — | 30 Sep 2025 | |
| QUADRANT CAPITAL GROUP LLC |
13F
|
Company |
—
class O/S missing
|
73,134
|
$1,910,261 | — | 30 Sep 2025 | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
66,637
|
$1,740,552 | — | 30 Sep 2025 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
—
class O/S missing
|
65,200
|
$1,703,024 | — | 30 Sep 2025 | |
| Capitolis Liquid Global Markets LLC |
13F
|
Company |
—
class O/S missing
|
64,900
|
$1,695,188 | — | 30 Sep 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
59,430
|
$1,552,322 | — | 30 Sep 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
58,493
|
$1,527,836 | — | 30 Sep 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
57,382
|
$1,498,818 | — | 30 Sep 2025 | |
| &PARTNERS |
13F
|
Company |
—
class O/S missing
|
54,775
|
$1,431,655 | — | 30 Sep 2025 | |
| Ativo Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
54,551
|
$1,424,866 | — | 30 Sep 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
53,964
|
$1,409,525 | — | 30 Sep 2025 | |
| DGS Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
53,934
|
$1,408,756 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
53,855
|
$1,406,693 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
52,490
|
$1,371,039 | — | 30 Sep 2025 | |
| Orion Porfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
52,404
|
$1,368,792 | — | 30 Sep 2025 |
Institutional Holders of ORIX CORP - SPONSORED ADR (IX) as of Q4 2025
As of 31 Dec 2025,
ORIX CORP - SPONSORED ADR (IX) was held by
237 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,806,008 shares.
The largest 10 holders included
FMR LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, TODD ASSET MANAGEMENT LLC, TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY, NORTHERN TRUST CORP, BlackRock, Inc., Quantinno Capital Management LP, AMERICAN CENTURY COMPANIES INC, and EAGLE GLOBAL ADVISORS LLC.
This page lists
237
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
213
Q4 2025 holders
237
Holder diff
24
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.