Orix - Sponsored ADRIX
13F holders, Q3 2024 (September 30)175holders +3
16new positions
14sold out
3famous investors
$114.87avg. 13F price*
At the end of Q3 2024, 175 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 3 from Q2 2024. 16 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($119.4M), FMR LLC ($75.2M) and Bank of America Corp. ($48.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Orix - Sponsored ADR
- Filed as
- ORIX CORP (Q3 2024)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.3M |
| Exits | 14 | $182.5M |
All 13F filers, Q2 2024 → Q3 2024: 192,504 shares bought and 206,860 shares sold, net −14,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Morgan Stanley | 0.01% | Add +0.8% | 1,029,222 | $119.4M |
| FMR LLC | 0.00% | Add +9.9% | 647,689 | $75.2M |
| Bank of America Corp. | 0.00% | Reduce -11.3% | 419,469 | $48.7M |
| Todd Asset Management LLC | 0.93% | Reduce -0.7% | 343,996 | $39.9M |
| Teachers Retirement System of the State of Kentucky | 0.20% | No change | 197,640 | $22.9M |
| BlackRock, Inc. | 0.00% | — | 195,218 | $22.7M |
| Wells Fargo & Company | 0.01% | Reduce -19.7% | 175,915 | $20.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 131,442 | $15.3M |
| American Century Companies Inc. | 0.01% | Reduce -1.2% | 84,050 | $9.8M |
| Eagle Global Advisors LLC | 0.45% | Reduce -0.8% | 78,199 | $9.1M |
| Henry James International Management Inc. | 2.21% | Reduce -9.9% | 54,555 | $6.3M |
| QRG Capital Management, Inc. | 0.07% | Add +1.3% | 53,429 | $6.2M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +3.4% | 53,107 | $5.9M |
| Boston Common Asset Management, LLC | 0.15% | Reduce -13.3% | 48,519 | $5.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 47,400 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.0% | 39,434 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +2.6% | 39,530 | $4.6M |
| Quantinno Capital Management LP | 0.05% | Add +20.0% | 35,200 | $4.1M |
| Gilman Hill Asset Management, LLC | 0.66% | Add +5.6% | 33,815 | $3.9M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +52.1% | 28,722 | $3.3M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +19.7% | 28,679 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 27,603 | $3.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.8% | 26,209 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 25,636 | $3.0M |
| Sei Investments Co. | 0.00% | Add +8.1% | 22,348 | $2.6M |
| Wambolt & Associates, LLC | 0.69% | Add +5.3% | 21,560 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Add +6.4% | 20,707 | $2.4M |
| Paradigm Asset Management Co. LLC | 0.62% | No change | 20,400 | $2.4M |
| Cerity Partners LLC | 0.01% | Add +47.0% | 20,370 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +0.2% | 18,746 | $2.2M |
| Ritholtz Wealth Management | 0.06% | Add +11.1% | 18,146 | $2.1M |
| Naples Global Advisors, LLC | 0.19% | No change | 17,913 | $2.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +469.9% | 17,688 | $2.1M |
| Mariner, LLC | 0.00% | Add +19.3% | 17,034 | $2.0M |
| First Trust Direct Indexing L.P. | 0.10% | Reduce -9.5% | 16,229 | $1.9M |
| Vident Advisory, LLC | 0.04% | Add +21.6% | 15,163 | $1.8M |
| BTC Capital Management, Inc. | 0.15% | Add +5.6% | 14,850 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.4% | 14,114 | $1.6M |
| Callan Capital, LLC | 0.11% | Add +47.6% | 13,956 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +19.1% | 13,062 | $1.5M |
| Ativo Capital Management LLC | 1.20% | Reduce -0.5% | 11,829 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -16.5% | 10,771 | $1.2M |
| Rhumbline Advisers | 0.00% | Add +2.4% | 10,657 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +0.7% | 10,162 | $1.2M |
| Virtu Financial LLC | 0.06% | New | 9,452 | $1.1M |
| Whittier Trust Co. | 0.01% | Add +7.5% | 9,098 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -1.7% | 9,095 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 8,750 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -10.8% | 8,601 | $998K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.7% | 8,183 | $950K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.7% | 8,183 | $950K |
| DGS Capital Management, LLC | 0.25% | Add +21.9% | 8,036 | $933K |
| Advisors Asset Management, Inc. | 0.02% | Add +18.2% | 7,474 | $867K |
| JPMorgan Chase & Co. | 0.00% | Add +198.9% | 7,353 | $853K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 6,948 | $817K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 6,697 | $777K |
| State Street Corp. | 0.00% | No change | 6,647 | $771K |
| Corient Private Wealth LP | 0.00% | Add +42.5% | 6,575 | $763K |
| Henshaw Capital LLC | 0.03% | Add +161.4% | 6,444 | $748K |
| Lester Murray Antman dba SimplyRich | 0.20% | No change | 6,279 | $728K |
| US Bancorp \de | 0.00% | Reduce -3.4% | 6,034 | $700K |
| AQR Capital Management | 0.00% | Add +56.5% | 5,888 | $683K |
| UBS Group AG | 0.00% | Add +146.0% | 5,499 | $638K |
| Kathmere Capital Management, LLC | 0.06% | Add +9.3% | 5,225 | $606K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,962 | $576K |
| Creative Planning | 0.00% | Add +6.6% | 4,676 | $543K |
| Strategic Global Advisors, LLC | 0.11% | Add +59.7% | 4,611 | $535K |
| Blue Trust, Inc. | 0.01% | Add +186.9% | 4,599 | $512K |
| Citigroup Inc. | 0.00% | Reduce -3.4% | 4,348 | $505K |
| Caprock Group, LLC | 0.02% | Add +7.5% | 4,271 | $496K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.2% | 4,263 | $495K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -1.9% | 4,246 | $493K |
| &partners | 0.01% | Add +129.4% | 4,177 | $485K |
| Ethic Inc. | 0.01% | Add +64.5% | 4,375 | $482K |
| Citadel Advisors | 0.00% | Reduce -46.2% | 4,149 | $481K |
| Signaturefd, LLC | 0.01% | Reduce -0.7% | 4,070 | $472K |
| Ameriprise Financial Inc. | 0.00% | Add +13.1% | 3,938 | $457K |
| Aaron Wealth Advisors LLC | 0.05% | Add +7.3% | 3,929 | $456K |
| Yousif Capital Management, LLC | 0.00% | Reduce -10.1% | 3,730 | $433K |
| Financial Counselors Inc. | 0.01% | Add +9.6% | 3,626 | $421K |
| Neuberger Berman Group LLC | 0.00% | Add +19.8% | 3,554 | $412K |
| Choreo, LLC | 0.01% | Add +20.3% | 3,406 | $397K |
| MML Investors Services, LLC | 0.00% | Add +12.1% | 3,298 | $383K |
| First Affirmative Financial Network | 0.20% | Add +27.7% | 3,195 | $371K |
| Townsquare Capital LLC | 0.00% | New | 3,016 | $350K |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.4% | 2,900 | $337K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -1.2% | 2,821 | $327K |
| Glenmede Trust Co. NA | 0.00% | Add +6.3% | 2,804 | $325K |
| Compound Planning, Inc. | 0.02% | Add +23.9% | 2,776 | $322K |
| Franklin Resources Inc. | 0.00% | Add +3.4% | 2,841 | $318K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 2,726 | $316K |
| Hardy Reed LLC | 0.03% | No change | 2,685 | $312K |
| Park Avenue Securities LLC | 0.00% | Reduce -14.3% | 2,649 | $307K |
| Quadrant Capital Group LLC | 0.02% | Add +6.1% | 2,536 | $294K |
| RNC Capital Management LLC | 0.02% | No change | 2,625 | $292K |
| Net Worth Advisory Group | 0.09% | — | 2,488 | $289K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 2,428 | $282K |
| Captrust Financial Advisors | 0.00% | Add +8.9% | 2,315 | $269K |
| PDS Planning, Inc | 0.02% | Add +7.0% | 2,229 | $259K |
| D. E. Shaw & Co. | 0.00% | Reduce -16.6% | 2,205 | $256K |
| Pitcairn Co. | 0.01% | Reduce -6.5% | 2,181 | $253K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,159 | $251K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,059 | $239K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -0.3% | 2,028 | $235K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.3% | 2,014 | $234K |
| Ascent Group, LLC | 0.02% | Reduce -0.1% | 1,944 | $226K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.9% | 1,943 | $225K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.2% | 1,841 | $214K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.8% | 1,811 | $210K |
| LPL Financial LLC | 0.00% | New | 1,781 | $207K |
| Gitterman Wealth Management, LLC | 0.09% | New | 1,765 | $205K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -11.8% | 1,630 | $189K |
| GAMMA Investing LLC | 0.02% | Add +44.6% | 1,533 | $178K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +26.9% | 1,438 | $167K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.6% | 1,112 | $129K |
| Cwm, LLC | 0.00% | Reduce -2.0% | 937 | $109K |
| Huntington National Bank | 0.00% | Reduce -1.8% | 893 | $104K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 687 | $80K |
| Atlas Capital Advisors Inc. | 0.01% | Add +7.1% | 617 | $72K |
| Cromwell Holdings LLC | 0.05% | No change | 610 | $71K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +19.5% | 607 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.9% | 465 | $54K |
| Smartleaf Asset Management LLC | 0.00% | Add +316.3% | 333 | $40K |
| Lindbrook Capital, LLC | 0.00% | Reduce -55.6% | 332 | $39K |
| International Assets Investment Management, LLC | 0.00% | New | 316 | $37K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -9.5% | 44,444 | $36K |
| WealthCollab, LLC | 0.02% | No change | 309 | $36K |
| Addison Advisors LLC | 0.01% | Add +15.4% | 299 | $35K |
| Avior Wealth Management, LLC | 0.00% | Add +2.1% | 291 | $34K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 260 | $30K |
| Principal Securities, Inc. | 0.00% | Add +37.2% | 247 | $29K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -2.5% | 234 | $27K |
| Financial Management Professionals, Inc. | 0.00% | Add +36.9% | 204 | $24K |
| Capital Analysts, LLC | 0.00% | New | 175 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 148 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 148 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.1% | 144 | $17K |
| Russell Investments Group, Ltd. | 0.00% | No change | 136 | $16K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -36.9% | 130 | $15K |
| Allworth Financial LP | 0.00% | Reduce -9.8% | 119 | $14K |
| Aquatic Capital Management LLC | 0.00% | Reduce -50.0% | 100 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 94 | $11K |
| Global Financial Private Client, LLC | 0.00% | New | 85 | $10K |
| Venturi Wealth Management, LLC | 0.00% | Add +38.6% | 79 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 78 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 74 | $9K |
| NewEdge Advisors, LLC | 0.00% | No change | 64 | $7K |
| Mather Group, Llc. | 0.00% | Add +278.6% | 53 | $6K |
| GW&K Investment Management, LLC | 0.00% | No change | 53 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -5.8% | 49 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +235.7% | 47 | $5K |
| Grove Bank & Trust | 0.00% | New | 46 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.3% | 43 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 42 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 37 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 34 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 27 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 26 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 23 | $3K |
| Bessemer Group Inc. | 0.00% | New | 19 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 16 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.0% | 16 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 13 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 10 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 10 | $1K |
| Abound Wealth Management | 0.00% | Reduce -18.2% | 9 | $1K |
| Clean Yield Group | 0.00% | New | 9 | $1K |
| Mendota Financial Group, LLC | 0.00% | Add +33.3% | 8 | $929 |
| CENTRAL TRUST Co | 0.00% | New | 8 | $929 |
| ClariVest Asset Management LLC | 0.00% | No change | 4 | $439 |
| Cornerstone Planning Group LLC | 0.00% | No change | 3 | $320 |
| West Branch Capital LLC | 0.00% | New | 1 | $105 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.