Orix - Sponsored ADRIX
13F holders, Q1 2025 (March 31)191holders +1
24new positions
20sold out
3famous investors
$20.89avg. 13F price*
At the end of Q1 2025, 191 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 1 from Q4 2024. 24 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($103.5M), FMR LLC ($83.5M) and Bank of America Corp. ($47.1M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 2025)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $3.0M |
| Exits | 20 | $3.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,503,043 shares bought and 710,335 shares sold, net +792,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Morgan Stanley | 0.01% | Reduce -3.1% | 4,954,363 | $103.5M |
| FMR LLC | 0.01% | Add +4.8% | 3,996,176 | $83.5M |
| Bank of America Corp. | 0.00% | Add +6.2% | 2,254,432 | $47.1M |
| Todd Asset Management LLC | 0.85% | Reduce -0.2% | 1,727,984 | $36.1M |
| Northern Trust Corp. | 0.00% | No change | 1,070,093 | $22.4M |
| Teachers Retirement System of the State of Kentucky | 0.20% | No change | 1,058,900 | $22.1M |
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 922,470 | $19.3M |
| Wells Fargo & Company | 0.00% | Reduce -9.9% | 713,265 | $14.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +37.9% | 631,500 | $13.2M |
| American Century Companies Inc. | 0.01% | Add +9.8% | 467,365 | $9.8M |
| Eagle Global Advisors LLC | 0.34% | Reduce -1.5% | 397,500 | $8.3M |
| Boston Common Asset Management, LLC | 0.18% | Add +25.6% | 283,088 | $5.9M |
| Henry James International Management Inc. | 1.99% | No change | 278,869 | $5.8M |
| Quantinno Capital Management LP | 0.03% | Add +12.7% | 255,747 | $5.3M |
| QRG Capital Management, Inc. | 0.05% | Reduce -9.5% | 247,085 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -2.0% | 242,372 | $5.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +16.5% | 240,475 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +21.3% | 207,710 | $4.3M |
| Millennium Management | 0.00% | Add +524.2% | 203,967 | $4.3M |
| Gilman Hill Asset Management, LLC | 0.71% | Add +7.1% | 195,964 | $4.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -11.7% | 175,847 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.7% | 165,744 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +8.3% | 155,816 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.3% | 148,222 | $3.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.5% | 145,592 | $3.0M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -18.1% | 134,339 | $2.8M |
| Cerity Partners LLC | 0.01% | Add +42.4% | 132,802 | $2.8M |
| Sei Investments Co. | 0.00% | Add +6.2% | 120,578 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.8% | 118,780 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Add +147.9% | 113,830 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.6% | 112,927 | $2.4M |
| Wambolt & Associates, LLC | 0.76% | Add +2.5% | 106,352 | $2.2M |
| BTC Capital Management, Inc. | 0.19% | Add +17.3% | 97,618 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.7% | 96,454 | $2.0M |
| Naples Global Advisors, LLC | 0.18% | Add +2.2% | 91,601 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +79.0% | 91,609 | $1.9M |
| Ritholtz Wealth Management | 0.05% | Reduce -5.4% | 83,424 | $1.7M |
| Whittier Trust Co. | 0.02% | Add +11.8% | 76,311 | $1.6M |
| Paradigm Asset Management Co. LLC | 0.40% | No change | 72,500 | $1.5M |
| First Trust Advisors LP | 0.00% | Reduce -17.9% | 71,328 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.11% | Add +71.6% | 71,034 | $1.5M |
| Callan Capital, LLC | 0.11% | Add +19.4% | 69,576 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.20% | Reduce -1.5% | 67,287 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -13.0% | 58,871 | $1.2M |
| Ativo Capital Management LLC | 1.03% | Reduce -0.8% | 57,653 | $1.2M |
| National Bank of Canada | 0.00% | Add +124.0% | 56,000 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Add +332.2% | 55,190 | $1.2M |
| Henshaw Capital LLC | 0.05% | Add +69.4% | 54,585 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.1% | 53,935 | $1.1M |
| Curi Capital, LLC | 0.03% | New | 52,803 | $1.1M |
| &partners | 0.01% | Add +41.2% | 49,835 | $1.1M |
| DGS Capital Management, LLC | 0.28% | Add +27.2% | 50,189 | $1.0M |
| AQR Capital Management | 0.00% | Add +6.7% | 44,547 | $931K |
| US Bancorp \de | 0.00% | Add +13.4% | 44,073 | $921K |
| Greenleaf Trust | 0.01% | No change | 43,750 | $914K |
| Rhumbline Advisers | 0.00% | Reduce -18.9% | 43,196 | $902K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -24.8% | 42,663 | $891K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -24.8% | 42,663 | $891K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.0% | 42,512 | $888K |
| Advisors Asset Management, Inc. | 0.02% | Add +2.8% | 39,447 | $824K |
| Royal Bank of Canada | 0.00% | Reduce -12.8% | 38,081 | $796K |
| Fifth Third Bancorp | 0.00% | Reduce -4.2% | 36,580 | $764K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 34,346 | $717K |
| State Street Corp. | 0.00% | No change | 32,135 | $671K |
| Lester Murray Antman dba SimplyRich | 0.19% | Add +1.3% | 31,448 | $656K |
| Assetmark, Inc. | 0.00% | Reduce -0.5% | 29,430 | $615K |
| Callan Family Office, LLC | 0.05% | Reduce -30.3% | 28,885 | $603K |
| BNP Paribas Financial Markets | 0.00% | Add +67.0% | 28,690 | $599K |
| Kathmere Capital Management, LLC | 0.05% | Add +7.4% | 26,855 | $561K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 24,810 | $518K |
| Qube Research & Technologies Ltd | 0.00% | New | 24,131 | $504K |
| Creative Planning | 0.00% | Reduce -2.3% | 24,034 | $502K |
| Caprock Group, LLC | 0.02% | Add +7.2% | 23,675 | $495K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +53.1% | 23,243 | $485K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +5.3% | 23,025 | $481K |
| Strategic Global Advisors, LLC | 0.09% | Reduce -2.2% | 22,604 | $472K |
| Aaron Wealth Advisors LLC | 0.05% | Add +5.3% | 22,057 | $461K |
| Corient Private Wealth LP | 0.00% | Reduce -6.7% | 20,924 | $437K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.6% | 20,505 | $428K |
| Trexquant Investment LP | 0.01% | New | 20,393 | $426K |
| Ameriprise Financial Inc. | 0.00% | Add +8.3% | 19,585 | $409K |
| Glenmede Trust Co. NA | 0.00% | Add +40.2% | 19,364 | $405K |
| MML Investors Services, LLC | 0.00% | Reduce -1.0% | 19,037 | $398K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 18,156 | $379K |
| Townsquare Capital LLC | 0.00% | Reduce -5.6% | 17,617 | $368K |
| Raymond James Financial Inc. | 0.00% | Add +13.6% | 16,700 | $349K |
| Summit Global Investments | 0.03% | Reduce -67.3% | 16,423 | $343K |
| Choreo, LLC | 0.01% | Add +9.5% | 16,084 | $336K |
| Compound Planning, Inc. | 0.02% | Add +22.6% | 15,861 | $331K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 15,799 | $330K |
| Versant Capital Management, Inc | 0.06% | Add +1747.8% | 15,799 | $330K |
| Lido Advisors, LLC | 0.00% | Add +27.7% | 15,200 | $318K |
| LPL Financial LLC | 0.00% | Add +13.9% | 15,084 | $315K |
| Savvy Advisors, Inc. | 0.03% | Add +12.0% | 15,080 | $315K |
| First Affirmative Financial Network | 0.19% | Reduce -8.0% | 14,712 | $307K |
| Neuberger Berman Group LLC | 0.00% | Reduce -15.0% | 14,095 | $294K |
| Citigroup Inc. | 0.00% | Reduce -40.5% | 13,668 | $286K |
| Checchi Capital Advisers, LLC | 0.02% | Add +11.5% | 13,605 | $284K |
| Hardy Reed LLC | 0.02% | No change | 13,425 | $280K |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | New | 13,400 | $280K |
| Financial Counselors Inc. | 0.00% | Reduce -27.8% | 13,087 | $273K |
| RNC Capital Management LLC | 0.01% | Add +0.2% | 12,770 | $267K |
| Ascent Group, LLC | 0.01% | New | 12,605 | $263K |
| Pitcairn Co. | 0.01% | Add +6.5% | 11,839 | $247K |
| Net Worth Advisory Group | 0.08% | Reduce -5.3% | 11,522 | $241K |
| Captrust Financial Advisors | 0.00% | New | 11,319 | $236K |
| Yousif Capital Management, LLC | 0.00% | Reduce -39.4% | 11,300 | $236K |
| UBS Group AG | 0.00% | Reduce -31.0% | 11,080 | $231K |
| PDS Planning, Inc | 0.02% | Add +13.4% | 10,849 | $227K |
| Ethic Inc. | 0.00% | Add +6.2% | 10,821 | $225K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -4.8% | 10,588 | $221K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.9% | 10,250 | $214K |
| Gitterman Wealth Management, LLC | 0.05% | Add +2.0% | 9,824 | $205K |
| Parallel Advisors, LLC | 0.00% | No change | 9,235 | $193K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -4.6% | 7,774 | $162K |
| Smartleaf Asset Management LLC | 0.02% | Add +15.8% | 7,374 | $156K |
| SG Americas Securities, LLC | 0.00% | Reduce -0.2% | 5,773 | $121K |
| GAMMA Investing LLC | 0.01% | Reduce -11.4% | 5,708 | $119K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,101 | $107K |
| Huntington National Bank | 0.00% | Add +12.0% | 4,929 | $103K |
| Cwm, LLC | 0.00% | Reduce -10.6% | 3,953 | $83K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.4% | 3,295 | $69K |
| Cromwell Holdings LLC | 0.04% | No change | 3,050 | $64K |
| Atlas Capital Advisors Inc. | 0.01% | Add +5.4% | 2,830 | $59K |
| Bessemer Group Inc. | 0.00% | Add +636.5% | 2,283 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Add +785.1% | 2,080 | $43K |
| WealthCollab, LLC | 0.02% | Add +14.5% | 1,907 | $40K |
| Brentview Investment Management LLC | 0.02% | New | 1,760 | $37K |
| Wayfinding Financial, LLC | 0.01% | New | 1,642 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -33.1% | 1,563 | $33K |
| Lindbrook Capital, LLC | 0.00% | Reduce -9.6% | 1,500 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Add +77.5% | 1,340 | $28K |
| Brooklyn Investment Group | 0.01% | Add +26480.0% | 1,329 | $28K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -2.3% | 1,270 | $27K |
| Principal Securities, Inc. | 0.00% | Reduce -80.0% | 242 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.7% | 1,215 | $25K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,170 | $24K |
| Blue Trust, Inc. | 0.00% | Reduce -0.9% | 1,085 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -31.4% | 922 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.7% | 894 | $19K |
| Jones Financial Companies LLLP | 0.00% | Add +158.8% | 880 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 875 | $18K |
| UMB Bank, n.a. | 0.00% | Reduce -5.7% | 835 | $17K |
| Allworth Financial LP | 0.00% | Reduce -13.5% | 614 | $12K |
| IFP Advisors, Inc | 0.00% | Add +9.7% | 521 | $11K |
| Albion Financial Group | 0.00% | No change | 475 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 425 | $9K |
| Sierra Ocean, LLC | 0.01% | Reduce -40.6% | 380 | $8K |
| NewSquare Capital LLC | 0.00% | Add +102.8% | 365 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 355 | $7K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -96.0% | 25 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 320 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $6K |
| GW&K Investment Management, LLC | 0.00% | No change | 265 | $6K |
| Addison Advisors LLC | 0.00% | No change | 265 | $6K |
| Mather Group, Llc. | 0.00% | Reduce -1.9% | 260 | $5K |
| Parkside Financial Bank & Trust | 0.00% | New | 245 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +55.6% | 210 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 206 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +35.0% | 189 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 185 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 175 | $4K |
| Zions Bancorporation, National Association | 0.00% | — | 175 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 170 | $4K |
| Atala Financial Inc | 0.00% | No change | 155 | $3K |
| Arax Advisory Partners | 0.00% | New | 145 | $3K |
| Private Trust Co. NA | 0.00% | New | 130 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $2K |
| Binnacle Investments Inc | 0.00% | — | 100 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 100 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -54.0% | 85 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 80 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 65 | $1K |
| MAI Capital Management | 0.00% | Reduce -50.0% | 65 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 60 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $1K |
| CX Institutional | 0.00% | New | 50 | $1K |
| Clean Yield Group | 0.00% | No change | 45 | $940 |
| Private Wealth Asset Management, LLC | 0.00% | — | 40 | $836 |
| First Command Advisory Services, Inc. | 0.00% | New | 40 | $836 |
| Golden State Wealth Management, LLC | 0.00% | No change | 35 | $731 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -73.1% | 35 | $731 |
| Cornerstone Planning Group LLC | 0.00% | No change | 30 | $604 |
| Highline Wealth Partners LLC | 0.00% | New | 25 | $522 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 20 | $418 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -95.8% | 15 | $274 |
| American National Bank & Trust | 0.00% | New | 12 | $254 |
| Deutsche Bank AG | 0.00% | New | 9 | $188 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 8 | $167 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 7 | $149 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -99.7% | 3 | $63 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.