Orix - Sponsored ADRIX
13F holders, Q2 2026 (June 30)319holders +36
60new positions
23sold out
2famous investors
$38.05avg. 13F price*
At the end of Q2 2026, 319 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 36 from Q1 2026. 60 opened new positions and 23 sold out. The largest holders were FMR LLC ($229.5M), Morgan Stanley ($190.1M) and Bank of America Corp. ($122.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Orix - Sponsored ADR
- Filed as
- ORIX CORP (Q2 2026)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $17.3M |
| Exits | 23 | $16.5M |
All 13F filers, Q1 2026 → Q2 2026: 4,296,117 shares bought and 918,540 shares sold, net +3,377,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| FMR LLC | 0.01% | Add +1.5% | 6,033,914 | $229.5M |
| Morgan Stanley | 0.01% | Reduce -0.2% | 4,998,666 | $190.1M |
| Bank of America Corp. | 0.01% | Add +11.5% | 3,225,609 | $122.7M |
| Todd Asset Management LLC | 1.23% | Reduce -0.9% | 1,822,511 | $69.3M |
| Clearbridge Investments, LLC | 0.06% | Add +67.0% | 1,752,822 | $66.7M |
| Northern Trust Corp. | 0.01% | Add +3.6% | 1,356,665 | $51.6M |
| Cullen Capital Management, LLC | 0.46% | Add +13.0% | 1,220,846 | $46.4M |
| American Century Companies Inc. | 0.02% | Add +20.4% | 1,158,412 | $44.1M |
| Teachers Retirement System of the State of Kentucky | 0.30% | No change | 1,147,000 | $43.6M |
| Natixis Advisors, LLC | 0.04% | Add +36.1% | 1,048,981 | $39.9M |
| Quantinno Capital Management LP | 0.05% | Add +12.3% | 1,038,092 | $39.5M |
| BlackRock, Inc. | 0.00% | Reduce -3.8% | 903,214 | $34.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +53.7% | 785,332 | $29.9M |
| Jones Financial Companies LLLP | 0.01% | Add +7.9% | 654,254 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Add +79.8% | 564,688 | $21.7M |
| Wells Fargo & Company | 0.00% | Add +13.1% | 520,280 | $19.8M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +34.5% | 391,459 | $14.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.8% | 382,934 | $14.6M |
| Eagle Global Advisors LLC | 0.44% | Add +3.8% | 348,148 | $13.2M |
| AQR Capital Management | 0.00% | Add +63.2% | 280,804 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Add +29.4% | 271,060 | $10.3M |
| Curi Capital, LLC | 0.13% | Add +977.1% | 219,971 | $8.3M |
| Gilman Hill Asset Management, LLC | 1.05% | Reduce -1.9% | 199,365 | $7.6M |
| Calamos Wealth Management LLC | 0.21% | Add +11.4% | 181,922 | $6.9M |
| Sei Investments Co. | 0.01% | Add +12.0% | 178,737 | $6.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.9% | 175,597 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Add +12.0% | 173,045 | $6.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +6.1% | 170,373 | $6.5M |
| QRG Capital Management, Inc. | 0.05% | Add +8.5% | 166,395 | $6.3M |
| Boston Common Asset Management, LLC | 0.37% | Reduce -5.3% | 165,949 | $6.3M |
| Gradient Investments LLC | 0.09% | Add +4.9% | 165,151 | $6.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +130.8% | 162,560 | $6.2M |
| Crossmark Global Holdings, Inc. | 0.07% | Reduce -1.0% | 142,762 | $5.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +3.6% | 139,524 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +6.7% | 131,236 | $5.0M |
| Ritholtz Wealth Management | 0.07% | Add +23.7% | 128,737 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +36.9% | 121,062 | $4.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 120,625 | $4.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 114,400 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +16.5% | 112,461 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +61.4% | 107,109 | $4.1M |
| BTC Capital Management, Inc. | 0.25% | Add +104.1% | 106,698 | $4.1M |
| Callan Family Office, LLC | 0.08% | Add +1.1% | 105,134 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 97,086 | $3.7M |
| Naples Global Advisors, LLC | 0.22% | Add +0.4% | 93,617 | $3.6M |
| US Bancorp \de | 0.00% | Add +21.0% | 92,534 | $3.5M |
| Vise Technologies, Inc. | 0.04% | Add +35.2% | 90,551 | $3.4M |
| Mariner, LLC | 0.00% | Add +15.2% | 88,625 | $3.4M |
| Henry James International Management Inc. | 1.00% | Reduce -20.9% | 88,169 | $3.4M |
| Artemis Investment Management LLP | 0.03% | New | 85,561 | $3.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +172.5% | 84,052 | $3.2M |
| LPL Financial LLC | 0.00% | Add +25.8% | 82,993 | $3.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Reduce -0.4% | 73,960 | $2.8M |
| Quadrant Capital Group LLC | 0.08% | No change | 73,134 | $2.8M |
| UBS Group AG | 0.00% | Add +9.1% | 72,488 | $2.8M |
| &partners | 0.01% | Add +5.3% | 72,570 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +0.2% | 66,709 | $2.5M |
| Lester Murray Antman dba SimplyRich | 0.59% | Add +5.1% | 66,449 | $2.5M |
| Paradigm Asset Management Co. LLC | 0.54% | No change | 66,400 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Add +6.0% | 60,348 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.0% | 58,650 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 53,550 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +4.4% | 53,601 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.8% | 52,651 | $2.0M |
| Ativo Capital Management LLC | 1.49% | Reduce -0.0% | 51,144 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +83.1% | 49,987 | $1.9M |
| Citigroup Inc. | 0.00% | Add +8.9% | 48,379 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +7.3% | 45,724 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +38.4% | 45,373 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +92.3% | 44,868 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -70.1% | 42,137 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.3% | 39,851 | $1.5M |
| Rhumbline Advisers | 0.00% | Add +5.6% | 39,754 | $1.5M |
| Bank of Montreal | 0.00% | Add +48.5% | 38,623 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +9.7% | 37,940 | $1.4M |
| Creative Planning | 0.00% | Add +15.5% | 37,467 | $1.4M |
| Greenleaf Trust | 0.01% | Reduce -2.9% | 36,300 | $1.4M |
| Millennium Management | 0.00% | Add +77.7% | 35,442 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -3.7% | 34,416 | $1.3M |
| Aaron Wealth Advisors LLC | 0.06% | Reduce -2.8% | 33,056 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +19.2% | 32,926 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.3% | 32,215 | $1.2M |
| Kathmere Capital Management, LLC | 0.07% | Add +8.8% | 32,308 | $1.2M |
| State Street Corp. | 0.00% | No change | 32,135 | $1.2M |
| Caprock Group, LLC | 0.02% | Reduce -3.3% | 31,176 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +7.1% | 30,883 | $1.2M |
| Ethic Inc. | 0.01% | Add +69.0% | 30,338 | $1.2M |
| Syon Capital LLC | 0.05% | Add +4.5% | 29,862 | $1.1M |
| Dynasty Wealth Management, LLC | 0.01% | Add +9.5% | 29,371 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | New | 28,548 | $1.1M |
| OneAscent Investment Solutions LLC | 1.01% | New | 27,978 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 27,960 | $1.1M |
| Savant Capital, LLC | 0.00% | Add +68.6% | 31,155 | $1.1M |
| William Blair Investment Management, LLC | 0.00% | New | 27,725 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +94.9% | 27,576 | $1.0M |
| Investment Research Partners LLC | 0.35% | Add +10.0% | 27,303 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 27,258 | $1.0M |
| Plan A Wealth LLC | 0.44% | Add +8.1% | 27,237 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.4% | 26,360 | $1.0M |
| Choreo, LLC | 0.01% | Add +1.8% | 26,330 | $1.0M |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.