Orix - Sponsored ADRIX
13F holders, Q1 2024 (March 31)159holders
3famous investors
$108.88avg. 13F price*
At the end of Q1 2024, 159 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings. The largest holders were Morgan Stanley ($111.3M), FMR LLC ($58.3M) and Bank of America Corp. ($51.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Orix - Sponsored ADR
- Filed as
- ORIX CORP (Q1 2024)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $4.5M |
| Exits | 13 | $2.3M |
Ownership 159 holders
| Morgan Stanley | 0.01% | Add +2.0% | 1,009,922 | $111.3M |
| FMR LLC | 0.00% | Add +18.4% | 529,196 | $58.3M |
| Bank of America Corp. | 0.01% | Add +1.9% | 470,038 | $51.8M |
| Todd Asset Management LLC | 0.69% | Add +9.5% | 306,432 | $33.8M |
| Wells Fargo & Company | 0.01% | Reduce -31.4% | 224,171 | $24.7M |
| BlackRock Inc. | 0.00% | Reduce -4.8% | 206,088 | $22.7M |
| Teachers Retirement System of the State of Kentucky | 0.17% | Add +20.9% | 175,640 | $19.4M |
| Northern Trust Corp. | 0.00% | Add +2.2% | 131,673 | $14.5M |
| American Century Companies Inc. | 0.01% | Add +6.9% | 80,269 | $8.8M |
| Eagle Global Advisors LLC | 0.49% | Reduce -0.0% | 78,259 | $8.6M |
| O'shaughnessy Asset Management, LLC | 0.08% | Reduce -6.1% | 67,550 | $7.4M |
| Henry James International Management Inc. | 2.01% | Add +0.1% | 59,017 | $6.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -5.1% | 58,322 | $6.4M |
| Boston Common Asset Management, LLC | 0.15% | Add +6.1% | 58,169 | $6.4M |
| QRG Capital Management, Inc. | 0.07% | Add +4.9% | 51,899 | $5.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 47,400 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.5% | 37,712 | $4.2M |
| Natixis Advisors, LLC | 0.01% | Add +2.6% | 35,156 | $3.9M |
| Gilman Hill Asset Management, LLC | 0.63% | Add +7.2% | 32,090 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 30,702 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +78.8% | 25,991 | $2.9M |
| Paradigm Asset Management Co. LLC | 0.67% | Add +51.6% | 24,100 | $2.7M |
| Quantinno Capital Management LP | 0.05% | Add +28.7% | 22,131 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +58.6% | 19,825 | $2.2M |
| Sei Investments Co. | 0.00% | Add +21.8% | 19,473 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -8.7% | 19,154 | $2.1M |
| Cerity Partners LLC | 0.01% | Add +57.3% | 18,982 | $2.1M |
| Wambolt & Associates, LLC | 0.62% | Reduce -4.7% | 19,800 | $2.1M |
| First Trust Direct Indexing L.P. | 0.15% | Reduce -5.0% | 18,441 | $2.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +30.6% | 18,371 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 18,279 | $2.0M |
| Assetmark, Inc. | 0.01% | Add +4.6% | 18,136 | $2.0M |
| Naples Global Advisors, LLC | 0.20% | Reduce -1.0% | 17,913 | $2.0M |
| Ritholtz Wealth Management | 0.06% | Add +2.1% | 16,778 | $1.8M |
| Citadel Advisors | 0.00% | Add +110.1% | 16,760 | $1.8M |
| BTC Capital Management, Inc. | 0.15% | — | 14,876 | $1.6M |
| Dimensional Fund Advisors LP | 0.00% | No change | 13,810 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.0% | 13,345 | $1.5M |
| Ativo Capital Management LLC | 1.33% | Add +126.2% | 11,989 | $1.3M |
| Mariner, LLC | 0.00% | Add +51.0% | 11,788 | $1.3M |
| Rhumbline Advisers | 0.00% | Add +3.1% | 10,797 | $1.2M |
| Vident Advisory, LLC | 0.02% | Add +20.7% | 10,208 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +33.8% | 9,394 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +0.1% | 9,373 | $1.0M |
| Fifth Third Bancorp | 0.00% | Reduce -9.9% | 9,274 | $1.0M |
| Greenleaf Trust | 0.01% | No change | 8,750 | $964K |
| Cresset Asset Management, LLC | 0.00% | Add +31.8% | 8,489 | $936K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.7% | 8,390 | $925K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.7% | 8,390 | $925K |
| Callan Capital, LLC | 0.07% | New | 7,643 | $842K |
| Whittier Trust Co. | 0.01% | Add +17.7% | 7,634 | $841K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 7,379 | $813K |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 6,945 | $773K |
| State Street Corp. | 0.00% | No change | 6,717 | $740K |
| US Bancorp \de | 0.00% | Reduce -3.1% | 6,324 | $697K |
| Lester Murray Antman dba SimplyRich | 0.22% | No change | 6,279 | $692K |
| DGS Capital Management, LLC | 0.19% | Add +8.9% | 6,181 | $681K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.3% | 5,781 | $637K |
| Groupama Asset Managment | 0.01% | New | 57,600 | $633K |
| Strategic Global Advisors, LLC | 0.14% | Reduce -1.1% | 5,673 | $625K |
| Advisors Asset Management, Inc. | 0.01% | Add +22.3% | 5,611 | $618K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,962 | $547K |
| Ethic Inc. | 0.01% | Add +9.1% | 4,375 | $482K |
| Creative Planning | 0.00% | Add +3.9% | 4,355 | $480K |
| Employees Retirement System of Texas | 0.01% | Reduce -37.4% | 4,307 | $475K |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 4,306 | $475K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -37.2% | 4,293 | $473K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.8% | 4,260 | $469K |
| Kathmere Capital Management, LLC | 0.05% | Add +3.1% | 4,244 | $468K |
| D. E. Shaw & Co. | 0.00% | Reduce -41.5% | 4,239 | $467K |
| AlphaQ Advisors LLC | 0.28% | Add +4.2% | 4,204 | $463K |
| Corient Private Wealth LP | 0.00% | Add +1.0% | 4,169 | $459K |
| Yousif Capital Management, LLC | 0.01% | Add +1.5% | 4,147 | $457K |
| Signaturefd, LLC | 0.01% | Reduce -6.0% | 4,108 | $453K |
| BNP Paribas Financial Markets | 0.00% | Add +26.7% | 3,801 | $419K |
| MAI Capital Management | 0.00% | Add +12.6% | 3,592 | $396K |
| Grey Street Capital, LLC | 0.05% | New | 3,503 | $392K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.8% | 3,484 | $384K |
| Aaron Wealth Advisors LLC | 0.06% | Add +40.6% | 3,480 | $383K |
| UBS Group AG | 0.00% | Add +6.5% | 3,149 | $347K |
| Financial Counselors Inc. | 0.01% | No change | 3,051 | $336K |
| Lake Street Advisors Group, LLC | 0.02% | Add +1.8% | 3,005 | $331K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,959 | $326K |
| MML Investors Services, LLC | 0.00% | Add +11.1% | 2,892 | $319K |
| Park Avenue Securities LLC | 0.00% | Add +2.8% | 2,835 | $312K |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 2,785 | $307K |
| Neuberger Berman Group LLC | 0.00% | New | 2,654 | $292K |
| RNC Capital Management LLC | 0.02% | Reduce -0.8% | 2,640 | $291K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -28.6% | 2,618 | $289K |
| Henshaw Capital LLC | 0.01% | No change | 2,465 | $272K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.9% | 2,428 | $268K |
| Quadrant Capital Group LLC | 0.02% | Reduce -1.7% | 2,396 | $264K |
| First Affirmative Financial Network | 0.18% | Add +4.3% | 2,278 | $251K |
| Prosperity Consulting Group, LLC | 0.03% | New | 2,271 | $250K |
| PDS Planning, Inc | 0.02% | New | 2,131 | $235K |
| AQR Capital Management | 0.00% | New | 2,098 | $231K |
| Pitcairn Co. | 0.01% | New | 2,069 | $228K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 2,059 | $227K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,998 | $220K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,989 | $219K |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.