- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 1,200,637
- Share change
- +281,018
- Total reported value
- $35,991,928
- Price per share
- $29.99
- Number of holders
- 50
- Value change
- +$8,429,299
- Number of buys
- 25
- Number of sells
- 12
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.
- Previous quarter: Q4 2025
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 |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
5,514,328
|
$161,128,672 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
5,117,942
|
$149,546,323 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,868,230
|
$83,809,688 | — | 31 Dec 2025 | |
| TODD ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,827,626
|
$53,403,386 | — | 31 Dec 2025 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
—
class O/S missing
|
1,147,000
|
$33,515,000 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
1,068,176
|
$31,212,103 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
906,743
|
$26,495,033 | — | 31 Dec 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
794,676
|
$23,220,458 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
762,050
|
$22,267,101 | — | 31 Dec 2025 | |
| EAGLE GLOBAL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
334,998
|
$9,788,642 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
284,170
|
$8,303,447 | — | 31 Dec 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
248,110
|
$7,249,775 | — | 31 Dec 2025 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
200,785
|
$5,866,938 | — | 31 Dec 2025 | |
| Gilman Hill Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
199,349
|
$5,824,965 | — | 31 Dec 2025 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
181,361
|
$5,299,368 | — | 31 Dec 2025 | |
| Boston Common Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
176,395
|
$5,154,262 | — | 31 Dec 2025 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
163,944
|
$4,790,000 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
158,513
|
$4,631,772 | — | 31 Dec 2025 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
153,268
|
$4,478,477 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
142,198
|
$4,154,740 | — | 31 Dec 2025 | |
| Calamos Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
140,402
|
$4,102,546 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
132,107
|
$3,860,174 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
128,425
|
$3,752,570 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
125,118
|
$3,655,952 | — | 31 Dec 2025 | |
| QRG CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
124,709
|
$3,643,998 | — | 31 Dec 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
122,134
|
$3,568,774 | — | 31 Dec 2025 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
120,484
|
$3,520,542 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
113,716
|
$3,322,788 | — | 31 Dec 2025 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
107,107
|
$3,129,679 | — | 31 Dec 2025 | |
| Callan Family Office, LLC |
13F
|
Company |
—
class O/S missing
|
102,703
|
$3,000,990 | — | 31 Dec 2025 | |
| NAPLES GLOBAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
93,262
|
$2,725,116 | — | 31 Dec 2025 | |
| BTC Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
84,816
|
$2,479,203 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
81,636
|
$2,385,404 | — | 31 Dec 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
78,687
|
$2,299,228 | — | 31 Dec 2025 | |
| QUADRANT CAPITAL GROUP LLC |
13F
|
Company |
—
class O/S missing
|
73,134
|
$2,136,976 | — | 31 Dec 2025 | |
| Laird Norton Wetherby Trust Company, LLC |
13F
|
Company |
—
class O/S missing
|
72,885
|
$2,129,699 | — | 31 Dec 2025 | |
| CWM, LLC |
13F
|
Company |
—
class O/S missing
|
71,493
|
$2,089,000 | — | 31 Dec 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
70,221
|
$2,052,824 | — | 31 Dec 2025 | |
| Vise Technologies, Inc. |
13F
|
Company |
—
class O/S missing
|
66,989
|
$1,957,425 | — | 31 Dec 2025 | |
| PARADIGM ASSET MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
66,400
|
$1,940,208 | — | 31 Dec 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
—
class O/S missing
|
66,186
|
$1,933,955 | — | 31 Dec 2025 | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
65,395
|
$1,910,835 | — | 31 Dec 2025 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
—
class O/S missing
|
65,200
|
$1,905,144 | — | 31 Dec 2025 | |
| Murray Antman Dba SimplyRich Lester |
13F
|
Individual |
—
class O/S missing
|
63,321
|
$1,850,000 | — | 31 Dec 2025 | |
| &PARTNERS |
13F
|
Company |
—
class O/S missing
|
61,980
|
$1,811,068 | — | 31 Dec 2025 | |
| Curi Capital, LLC |
13F
|
Company |
—
class O/S missing
|
61,812
|
$1,806,152 | — | 31 Dec 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
60,908
|
$1,779,733 | — | 31 Dec 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
57,060
|
$1,667,290 | — | 31 Dec 2025 | |
| DGS Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
55,225
|
$1,613,675 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
54,955
|
$1,605,784 | — | 31 Dec 2025 |
Institutional Holders of ORIX CORP - SPONSORED ADR (IX) as of Q1 2026
As of 31 Mar 2026,
ORIX CORP - SPONSORED ADR (IX) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,200,637 shares.
The largest 10 holders included
Gilman Hill Asset Management, LLC, OPPENHEIMER ASSET MANAGEMENT INC., Gradient Investments LLC, Henry James International Management Inc., RITHOLTZ WEALTH MANAGEMENT, NAPLES GLOBAL ADVISORS, LLC, Vise Technologies, Inc., BTC Capital Management, Inc., Aaron Wealth Advisors LLC, and PARK AVENUE SECURITIES LLC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
237
Q1 2026 holders
50
Holder diff
-187
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.