Orix - Sponsored ADRIX
13F holders, Q2 2024 (June 30)172holders +13
22new positions
10sold out
3famous investors
$149.84avg. 13F price*
At the end of Q2 2024, 172 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 13 from Q1 2024. 22 opened new positions and 10 sold out. The largest holders were Groupama Asset Managment ($180.2M), Morgan Stanley ($113.7M) and FMR LLC ($65.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Orix - Sponsored ADR
- Filed as
- ORIX CORP (Q2 2024)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.0M |
| Exits | 10 | $2.1M |
All 13F filers, Q1 2024 → Q2 2024: 233,682 shares bought and 104,884 shares sold, net +128,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Groupama Asset Managment | 2.46% | Reduce -11.9% | 50,736 | $180.2M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,021,428 | $113.7M |
| FMR LLC | 0.00% | Add +11.4% | 589,511 | $65.6M |
| Bank of America Corp. | 0.01% | Add +0.6% | 472,953 | $52.6M |
| Todd Asset Management LLC | 0.80% | Add +13.0% | 346,285 | $38.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.2% | 219,178 | $24.4M |
| BlackRock Inc. | 0.00% | Reduce -3.7% | 198,391 | $22.1M |
| Teachers Retirement System of the State of Kentucky | 0.20% | Add +12.5% | 197,640 | $22.0M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 132,171 | $14.7M |
| American Century Companies Inc. | 0.01% | Add +6.0% | 85,051 | $9.5M |
| Eagle Global Advisors LLC | 0.46% | Add +0.8% | 78,864 | $8.8M |
| Henry James International Management Inc. | 2.39% | Add +2.6% | 60,580 | $6.7M |
| Boston Common Asset Management, LLC | 0.16% | Reduce -3.8% | 55,961 | $6.2M |
| QRG Capital Management, Inc. | 0.07% | Add +1.6% | 52,757 | $5.9M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -24.0% | 51,360 | $5.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -15.8% | 49,090 | $5.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 47,400 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +9.6% | 38,537 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.5% | 37,902 | $4.2M |
| Gilman Hill Asset Management, LLC | 0.65% | Reduce -0.2% | 32,025 | $3.6M |
| Quantinno Capital Management LP | 0.06% | Add +32.5% | 29,332 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +8.6% | 28,235 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.0% | 25,165 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +20.8% | 23,956 | $2.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +26.4% | 23,225 | $2.6M |
| Sei Investments Co. | 0.00% | Add +6.2% | 20,673 | $2.3M |
| Wambolt & Associates, LLC | 0.66% | Add +3.4% | 20,473 | $2.3M |
| Paradigm Asset Management Co. LLC | 0.63% | Reduce -15.3% | 20,400 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +6.5% | 19,461 | $2.2M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -1.4% | 18,883 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +3.2% | 18,713 | $2.1M |
| First Trust Direct Indexing L.P. | 0.12% | Reduce -2.7% | 17,938 | $2.0M |
| Naples Global Advisors, LLC | 0.20% | No change | 17,913 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.0% | 16,678 | $1.9M |
| Ritholtz Wealth Management | 0.06% | Reduce -2.7% | 16,328 | $1.8M |
| Mariner, LLC | 0.00% | Add +21.1% | 14,275 | $1.6M |
| BTC Capital Management, Inc. | 0.15% | Reduce -5.5% | 14,062 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -27.0% | 13,857 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 12,931 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.6% | 12,904 | $1.4M |
| Vident Advisory, LLC | 0.04% | Add +22.2% | 12,473 | $1.4M |
| Ativo Capital Management LLC | 1.37% | Reduce -0.8% | 11,890 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +29.1% | 10,963 | $1.2M |
| Rhumbline Advisers | 0.00% | Reduce -3.6% | 10,407 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +8.8% | 10,095 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 9,638 | $1.1M |
| Callan Capital, LLC | 0.09% | Add +23.7% | 9,455 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -1.3% | 9,253 | $1.0M |
| Greenleaf Trust | 0.01% | No change | 8,750 | $974K |
| Whittier Trust Co. | 0.01% | Add +10.9% | 8,465 | $942K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.1% | 8,049 | $896K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.1% | 8,049 | $896K |
| Citadel Advisors | 0.00% | Reduce -54.0% | 7,716 | $859K |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 7,018 | $785K |
| State Street Corp. | 0.00% | Reduce -1.0% | 6,647 | $740K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.6% | 6,600 | $735K |
| DGS Capital Management, LLC | 0.21% | Add +6.7% | 6,595 | $734K |
| Advisors Asset Management, Inc. | 0.01% | Add +12.7% | 6,323 | $704K |
| Lester Murray Antman dba SimplyRich | 0.22% | No change | 6,279 | $698K |
| US Bancorp \de | 0.00% | Reduce -1.2% | 6,247 | $695K |
| Strategic Global Advisors, LLC | 0.13% | Reduce -49.1% | 2,888 | $604K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,962 | $552K |
| Kathmere Capital Management, LLC | 0.06% | Add +12.6% | 4,780 | $532K |
| Corient Private Wealth LP | 0.00% | Add +10.7% | 4,615 | $514K |
| Citigroup Inc. | 0.00% | Add +4.5% | 4,502 | $501K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.5% | 4,451 | $495K |
| Creative Planning | 0.00% | Add +0.7% | 4,385 | $488K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +0.8% | 4,328 | $482K |
| Yousif Capital Management, LLC | 0.01% | No change | 4,147 | $462K |
| Signaturefd, LLC | 0.01% | Reduce -0.2% | 4,099 | $456K |
| Caprock Group, LLC | 0.02% | New | 3,971 | $442K |
| AQR Capital Management | 0.00% | Add +79.3% | 3,762 | $419K |
| Aaron Wealth Advisors LLC | 0.06% | Add +5.2% | 3,660 | $407K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 3,482 | $388K |
| MAI Capital Management | 0.00% | Reduce -3.2% | 3,478 | $387K |
| Financial Counselors Inc. | 0.01% | Add +8.5% | 3,309 | $368K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +268.6% | 3,104 | $345K |
| Park Avenue Securities LLC | 0.00% | Add +9.1% | 3,093 | $344K |
| BNP Paribas Financial Markets | 0.00% | Reduce -21.1% | 3,001 | $334K |
| Neuberger Berman Group LLC | 0.00% | Add +11.8% | 2,967 | $330K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 2,943 | $328K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -5.0% | 2,854 | $318K |
| Choreo, LLC | 0.01% | New | 2,831 | $314K |
| Franklin Resources Inc. | 0.00% | Reduce -1.3% | 2,749 | $306K |
| Hardy Reed LLC | 0.03% | New | 2,685 | $299K |
| Ethic Inc. | 0.01% | Reduce -39.2% | 2,660 | $296K |
| D. E. Shaw & Co. | 0.00% | Reduce -37.6% | 2,644 | $294K |
| Glenmede Trust Co. NA | 0.00% | New | 2,639 | $294K |
| RNC Capital Management LLC | 0.02% | Reduce -0.6% | 2,625 | $292K |
| First Affirmative Financial Network | 0.19% | Add +9.8% | 2,502 | $278K |
| Henshaw Capital LLC | 0.01% | No change | 2,465 | $274K |
| JPMorgan Chase & Co. | 0.00% | Add +24.8% | 2,460 | $274K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 2,428 | $270K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.2% | 2,391 | $266K |
| Pitcairn Co. | 0.02% | Add +12.8% | 2,333 | $260K |
| Compound Planning, Inc. | 0.02% | Add +16.2% | 2,241 | $249K |
| UBS Group AG | 0.00% | Reduce -29.0% | 2,235 | $249K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -27.0% | 2,159 | $240K |
| Captrust Financial Advisors | 0.00% | New | 2,126 | $237K |
| PDS Planning, Inc | 0.02% | Reduce -2.3% | 2,083 | $232K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,059 | $229K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +2.3% | 2,035 | $226K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.1% | 2,021 | $225K |
| Ballentine Partners, LLC | 0.00% | New | 2,020 | $225K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 1,965 | $219K |
| Ascent Group, LLC | 0.02% | Add +1.1% | 1,946 | $217K |
| Truist Financial Corp. | 0.00% | Add +4.7% | 1,915 | $213K |
| Cottonwood Capital Advisors, LLC | 0.16% | New | 1,869 | $211K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.4% | 1,863 | $207K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 1,849 | $206K |
| &partners | 0.01% | New | 1,821 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +90.5% | 1,701 | $189K |
| Blue Trust, Inc. | 0.00% | Add +635.3% | 1,603 | $177K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +143.7% | 1,133 | $126K |
| GAMMA Investing LLC | 0.02% | Add +26.2% | 1,060 | $118K |
| Cwm, LLC | 0.00% | Add +10.8% | 956 | $106K |
| Huntington National Bank | 0.00% | Add +43.1% | 909 | $101K |
| Lindbrook Capital, LLC | 0.01% | No change | 747 | $83K |
| Cromwell Holdings LLC | 0.04% | — | 610 | $68K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -6.7% | 576 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.1% | 508 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +62.9% | 461 | $51K |
| WealthCollab, LLC | 0.02% | No change | 309 | $34K |
| Avior Wealth Management, LLC | 0.00% | Add +3.3% | 285 | $32K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +7.4% | 260 | $29K |
| Addison Advisors LLC | 0.01% | New | 259 | $29K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 240 | $27K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -32.2% | 206 | $23K |
| Aquatic Capital Management LLC | 0.00% | New | 200 | $22K |
| Principal Securities, Inc. | 0.00% | Add +16.1% | 180 | $20K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.8% | 149 | $17K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 152 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 148 | $16K |
| UMB Bank, n.a. | 0.00% | Reduce -30.2% | 148 | $16K |
| Allworth Financial LP | 0.00% | Add +238.5% | 132 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.2% | 136 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.3% | 132 | $15K |
| IFP Advisors, Inc | 0.00% | Add +347.6% | 94 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Add +515.4% | 80 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.8% | 76 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -44.8% | 74 | $8K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.2% | 64 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +33.3% | 60 | $7K |
| Venturi Wealth Management, LLC | 0.00% | New | 57 | $6K |
| GW&K Investment Management, LLC | 0.00% | No change | 53 | $6K |
| RFP Financial Group LLC | 0.00% | Reduce -3.6% | 53 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | New | 52 | $6K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 51 | $6K |
| NFSG Corp | 0.00% | New | 50 | $6K |
| Creekmur Asset Management LLC | 0.00% | New | 42 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $4K |
| Continuum Advisory, LLC | 0.00% | Reduce -11.9% | 37 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 34 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +17.9% | 33 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 27 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -10.3% | 26 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +136.4% | 26 | $3K |
| First Financial Corp. | 0.00% | No change | 26 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 23 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 23 | $3K |
| Lynx Investment Advisory | 0.00% | — | 19 | $2K |
| Larson Financial Group LLC | 0.00% | New | 17 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 14 | $2K |
| Mather Group, Llc. | 0.00% | Reduce -30.0% | 14 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Abound Wealth Management | 0.00% | No change | 11 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -87.7% | 10 | $1K |
| Family Firm, Inc. | 0.00% | New | 9 | $1K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 8 | $866 |
| Mendota Financial Group, LLC | 0.00% | New | 6 | $668 |
| ClariVest Asset Management LLC | 0.00% | No change | 4 | $439 |
| Cornerstone Planning Group LLC | 0.00% | No change | 3 | $309 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.