Orix - Sponsored ADRIX
13F holders, Q4 2024 (December 31)190holders +15
21new positions
13sold out
4famous investors
$106.24avg. 13F price*
At the end of Q4 2024, 190 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 15 from Q3 2024. 21 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($108.7M), FMR LLC ($81.0M) and Bank of America Corp. ($45.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Orix - Sponsored ADR
- Filed as
- ORIX CORP (Q4 2024)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $7.0M |
| Exits | 13 | $5.2M |
All 13F filers, Q3 2024 → Q4 2024: 432,288 shares bought and 144,138 shares sold, net +288,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| Morgan Stanley | 0.01% | Reduce -0.6% | 1,022,868 | $108.7M |
| FMR LLC | 0.00% | Add +17.8% | 762,757 | $81.0M |
| Bank of America Corp. | 0.00% | Add +1.3% | 424,770 | $45.1M |
| Todd Asset Management LLC | 0.88% | Add +0.7% | 346,220 | $36.8M |
| Northern Trust Corp. | 0.00% | Add +62.8% | 213,971 | $22.7M |
| Teachers Retirement System of the State of Kentucky | 0.20% | Add +7.2% | 211,780 | $22.5M |
| BlackRock, Inc. | 0.00% | Reduce -3.9% | 187,591 | $19.9M |
| Wells Fargo & Company | 0.00% | Reduce -10.0% | 158,296 | $16.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +93.3% | 91,600 | $9.7M |
| American Century Companies Inc. | 0.01% | Add +1.3% | 85,114 | $9.0M |
| Eagle Global Advisors LLC | 0.35% | Add +3.2% | 80,704 | $8.6M |
| Henry James International Management Inc. | 2.13% | Add +2.2% | 55,773 | $5.9M |
| QRG Capital Management, Inc. | 0.06% | Add +2.2% | 54,607 | $5.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -6.8% | 49,471 | $5.3M |
| Quantinno Capital Management LP | 0.05% | Add +28.9% | 45,376 | $4.8M |
| Boston Common Asset Management, LLC | 0.14% | Reduce -7.1% | 45,074 | $4.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +133.4% | 41,283 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +0.7% | 39,824 | $4.2M |
| Gilman Hill Asset Management, LLC | 0.68% | Add +8.2% | 36,590 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.8% | 35,163 | $3.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -23.0% | 34,240 | $3.6M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +14.2% | 32,806 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +0.3% | 28,780 | $3.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.3% | 27,859 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.2% | 27,548 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 27,132 | $2.9M |
| Sei Investments Co. | 0.00% | Add +1.6% | 22,715 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 21,181 | $2.3M |
| Wambolt & Associates, LLC | 0.71% | Reduce -3.8% | 20,742 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -8.4% | 18,657 | $2.0M |
| Naples Global Advisors, LLC | 0.18% | Add +0.0% | 17,920 | $1.9M |
| Ritholtz Wealth Management | 0.06% | Reduce -2.8% | 17,641 | $1.9M |
| First Trust Advisors LP | 0.00% | New | 17,386 | $1.8M |
| BTC Capital Management, Inc. | 0.16% | Add +12.1% | 16,641 | $1.8M |
| Paradigm Asset Management Co. LLC | 0.42% | Reduce -28.9% | 14,500 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.2% | 14,424 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.21% | — | 13,663 | $1.5M |
| Whittier Trust Co. | 0.02% | Add +50.1% | 13,655 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -20.5% | 13,536 | $1.4M |
| Callan Capital, LLC | 0.09% | Reduce -16.5% | 11,658 | $1.2M |
| Ativo Capital Management LLC | 1.23% | Reduce -1.7% | 11,629 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +38.7% | 11,353 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +38.7% | 11,353 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | No change | 10,771 | $1.1M |
| Rhumbline Advisers | 0.00% | Reduce -0.1% | 10,648 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +39.2% | 10,233 | $1.1M |
| Summit Global Investments | 0.07% | New | 10,046 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +40.6% | 9,770 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Add +316.5% | 9,183 | $976K |
| Greenleaf Trust | 0.01% | No change | 8,750 | $930K |
| Royal Bank of Canada | 0.00% | Add +1.5% | 8,732 | $929K |
| AQR Capital Management | 0.00% | Add +41.9% | 8,353 | $887K |
| Callan Family Office, LLC | 0.06% | New | 8,287 | $880K |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +203.7% | 8,280 | $880K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -9.5% | 8,235 | $875K |
| Abc Arbitrage SA | 0.12% | — | 8,139 | $865K |
| DGS Capital Management, LLC | 0.21% | Reduce -1.8% | 7,894 | $839K |
| US Bancorp \de | 0.00% | Add +28.9% | 7,776 | $826K |
| Advisors Asset Management, Inc. | 0.01% | Add +2.6% | 7,672 | $815K |
| Fifth Third Bancorp | 0.00% | Reduce -24.9% | 7,637 | $811K |
| &partners | 0.01% | Add +69.0% | 7,058 | $759K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 6,908 | $734K |
| Citadel Advisors | 0.00% | Add +59.4% | 6,612 | $702K |
| Millennium Management | 0.00% | New | 6,535 | $694K |
| Henshaw Capital LLC | 0.03% | No change | 6,444 | $685K |
| State Street Corp. | 0.00% | Reduce -3.3% | 6,427 | $683K |
| Lester Murray Antman dba SimplyRich | 0.19% | Reduce -1.1% | 6,210 | $659K |
| Assetmark, Inc. | 0.00% | Reduce -68.5% | 5,914 | $628K |
| Vise Technologies, Inc. | 0.05% | New | 5,668 | $602K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -4.3% | 5,000 | $531K |
| National Bank of Canada | 0.00% | New | 5,000 | $531K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,962 | $527K |
| Creative Planning | 0.00% | Add +5.3% | 4,922 | $523K |
| Strategic Global Advisors, LLC | 0.09% | Add +0.2% | 4,622 | $491K |
| Citigroup Inc. | 0.00% | Add +5.7% | 4,594 | $488K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.4% | 4,536 | $482K |
| Corient Private Wealth LP | 0.00% | Reduce -31.8% | 4,484 | $476K |
| Caprock Group, LLC | 0.02% | Add +3.5% | 4,419 | $469K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +3.0% | 4,375 | $465K |
| Aaron Wealth Advisors LLC | 0.05% | Add +6.6% | 4,188 | $445K |
| MML Investors Services, LLC | 0.00% | Add +16.6% | 3,847 | $409K |
| Townsquare Capital LLC | 0.00% | Add +23.8% | 3,734 | $397K |
| Yousif Capital Management, LLC | 0.00% | No change | 3,730 | $396K |
| Signaturefd, LLC | 0.01% | Reduce -10.9% | 3,627 | $385K |
| Financial Counselors Inc. | 0.01% | No change | 3,626 | $385K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 3,615 | $385K |
| Park Avenue Securities LLC | 0.00% | Add +30.6% | 3,460 | $368K |
| BNP Paribas Financial Markets | 0.00% | Add +18.5% | 3,437 | $365K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.7% | 3,316 | $352K |
| UBS Group AG | 0.00% | Reduce -41.6% | 3,212 | $341K |
| First Affirmative Financial Network | 0.20% | Add +0.1% | 3,198 | $340K |
| Franklin Resources Inc. | 0.00% | Add +10.6% | 3,141 | $334K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +111.1% | 3,036 | $323K |
| Choreo, LLC | 0.00% | Reduce -13.8% | 2,937 | $313K |
| Raymond James Financial Inc. | 0.00% | — | 2,941 | $312K |
| Lake Street Advisors Group, LLC | 0.01% | Add +1.6% | 2,866 | $304K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.5% | 2,762 | $293K |
| Savvy Advisors, Inc. | 0.03% | New | 2,692 | $286K |
| Hardy Reed LLC | 0.03% | No change | 2,685 | $285K |
| LPL Financial LLC | 0.00% | Add +48.7% | 2,648 | $281K |
| Compound Planning, Inc. | 0.01% | Reduce -6.8% | 2,588 | $275K |
| Two Sigma Investments, LP | 0.00% | New | 2,567 | $273K |
| Quadrant Capital Group LLC | 0.02% | Add +0.7% | 2,554 | $271K |
| RNC Capital Management LLC | 0.01% | Reduce -2.9% | 2,550 | $271K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.5% | 2,441 | $259K |
| Net Worth Advisory Group | 0.08% | Reduce -2.3% | 2,432 | $258K |
| Lido Advisors, LLC | 0.00% | New | 2,380 | $253K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +9.7% | 2,225 | $236K |
| Pitcairn Co. | 0.01% | Add +2.0% | 2,224 | $236K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,159 | $229K |
| Marshall Wace, LLP | 0.00% | New | 2,132 | $226K |
| Ballentine Partners, LLC | 0.00% | Add +3.8% | 2,090 | $222K |
| Ethic Inc. | 0.00% | Reduce -53.4% | 2,038 | $216K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,024 | $215K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.9% | 1,980 | $210K |
| Gitterman Wealth Management, LLC | 0.09% | Add +9.2% | 1,927 | $205K |
| PDS Planning, Inc | 0.02% | Reduce -14.2% | 1,913 | $203K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 1,847 | $196K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 1,630 | $173K |
| Aquatic Capital Management LLC | 0.00% | Add +1310.0% | 1,410 | $150K |
| GAMMA Investing LLC | 0.01% | Reduce -16.0% | 1,288 | $137K |
| Smartleaf Asset Management LLC | 0.01% | Add +282.6% | 1,274 | $136K |
| Osaic Holdings, Inc. | 0.00% | Add +13.0% | 1,257 | $134K |
| SG Americas Securities, LLC | 0.00% | New | 1,157 | $123K |
| Cwm, LLC | 0.00% | Reduce -5.7% | 884 | $94K |
| Huntington National Bank | 0.00% | Reduce -1.5% | 880 | $93K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.8% | 675 | $72K |
| Cromwell Holdings LLC | 0.04% | No change | 610 | $65K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -13.0% | 537 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 467 | $50K |
| WealthCollab, LLC | 0.02% | Add +7.8% | 333 | $35K |
| Lindbrook Capital, LLC | 0.00% | No change | 332 | $35K |
| Avior Wealth Management, LLC | 0.00% | Reduce -3.1% | 282 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Add +31.9% | 269 | $29K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 260 | $28K |
| Principal Securities, Inc. | 0.00% | Reduce -2.0% | 242 | $26K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 234 | $25K |
| Blue Trust, Inc. | 0.00% | Reduce -95.2% | 219 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -67.4% | 198 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1690.0% | 179 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 175 | $19K |
| UMB Bank, n.a. | 0.00% | Add +19.6% | 177 | $19K |
| Versant Capital Management, Inc | 0.00% | New | 171 | $18K |
| Venturi Wealth Management, LLC | 0.00% | Add +111.4% | 167 | $18K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.0% | 151 | $16K |
| Allworth Financial LP | 0.00% | Add +19.3% | 142 | $15K |
| Sierra Ocean, LLC | 0.01% | — | 128 | $14K |
| Whipplewood Advisors, LLC | 0.01% | — | 125 | $13K |
| R Squared Ltd | 0.01% | — | 100 | $11K |
| Albion Financial Group | 0.00% | New | 95 | $10K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 95 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 85 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 74 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.0% | 72 | $7K |
| Jones Financial Companies LLLP | 0.00% | Add +325.0% | 68 | $7K |
| Bessemer Group Inc. | 0.00% | Add +226.3% | 62 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -16.7% | 65 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 64 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 58 | $6K |
| GW&K Investment Management, LLC | 0.00% | No change | 53 | $6K |
| Addison Advisors LLC | 0.00% | Reduce -82.3% | 53 | $6K |
| Mather Group, Llc. | 0.00% | No change | 53 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 47 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 42 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 37 | $4K |
| NewSquare Capital LLC | 0.00% | New | 36 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -73.1% | 35 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 34 | $4K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 34 | $4K |
| Atala Financial Inc | 0.00% | — | 31 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -15.2% | 28 | $3K |
| 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 |
| MAI Capital Management | 0.00% | New | 26 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 23 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -58.1% | 18 | $2K |
| Advantage Trust Co | 0.00% | New | 16 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 13 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $1K |
| Clean Yield Group | 0.00% | No change | 9 | $956 |
| Golden State Wealth Management, LLC | 0.00% | — | 7 | $744 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 6 | $638 |
| Clearstead Advisors, LLC | 0.00% | New | 6 | $638 |
| Cornerstone Planning Group LLC | 0.00% | Add +100.0% | 6 | $636 |
| Mendota Financial Group, LLC | 0.00% | Reduce -50.0% | 4 | $425 |
| Brooklyn Investment Group | 0.00% | New | 1 | $107 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 2 | $0 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.