Orix - Sponsored ADRIX
13F holders, Q2 2025 (June 30)209holders +18
32new positions
17sold out
3famous investors
$22.54avg. 13F price*
At the end of Q2 2025, 209 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 18 from Q1 2025. 32 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($113.7M), FMR LLC ($93.5M) and Bank of America Corp. ($53.0M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 2025)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $6.6M |
| Exits | 17 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,572,858 shares bought and 923,769 shares sold, net +649,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Morgan Stanley | 0.01% | Add +1.9% | 5,048,466 | $113.7M |
| FMR LLC | 0.01% | Add +3.9% | 4,152,488 | $93.5M |
| Bank of America Corp. | 0.00% | Add +4.4% | 2,353,948 | $53.0M |
| Todd Asset Management LLC | 0.85% | Add +0.8% | 1,741,177 | $39.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 1,069,463 | $24.1M |
| Teachers Retirement System of the State of Kentucky | 0.19% | No change | 1,058,900 | $23.8M |
| BlackRock, Inc. | 0.00% | Reduce -5.0% | 876,513 | $19.7M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 723,354 | $16.3M |
| American Century Companies Inc. | 0.01% | Add +16.3% | 543,509 | $12.2M |
| Quantinno Capital Management LP | 0.05% | Add +88.2% | 481,327 | $10.8M |
| Millennium Management | 0.01% | Add +79.7% | 366,526 | $8.3M |
| Eagle Global Advisors LLC | 0.29% | Reduce -21.2% | 313,165 | $7.1M |
| Boston Common Asset Management, LLC | 0.17% | Reduce -4.8% | 269,617 | $6.1M |
| QRG Capital Management, Inc. | 0.05% | Add +1.3% | 250,177 | $5.6M |
| Henry James International Management Inc. | 1.80% | Reduce -12.9% | 242,969 | $5.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -2.5% | 234,358 | $5.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +13.9% | 236,604 | $5.3M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -5.3% | 229,623 | $5.2M |
| Gilman Hill Asset Management, LLC | 0.72% | Add +0.4% | 196,669 | $4.4M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +16.5% | 181,457 | $4.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -71.8% | 178,000 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -4.3% | 168,232 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.4% | 161,787 | $3.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.3% | 153,323 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +64.3% | 150,478 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 144,045 | $3.2M |
| Cerity Partners LLC | 0.01% | Add +1.6% | 134,984 | $3.0M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -0.2% | 134,130 | $3.0M |
| Sei Investments Co. | 0.00% | Add +4.7% | 126,198 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 117,459 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.8% | 111,844 | $2.5M |
| BTC Capital Management, Inc. | 0.19% | Add +4.0% | 101,497 | $2.3M |
| Wambolt & Associates, LLC | 0.75% | Reduce -8.8% | 97,031 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 96,548 | $2.2M |
| Naples Global Advisors, LLC | 0.18% | Add +0.8% | 92,365 | $2.1M |
| Campbell & CO Investment Adviser LLC | 0.13% | Add +26.7% | 89,988 | $2.0M |
| AQR Capital Management | 0.00% | Add +79.5% | 79,972 | $1.8M |
| Ritholtz Wealth Management | 0.04% | Reduce -7.6% | 77,119 | $1.7M |
| Quadrant Capital Group LLC | 0.06% | Add +32.5% | 73,134 | $1.6M |
| Paradigm Asset Management Co. LLC | 0.40% | No change | 72,500 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -4.2% | 68,357 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.21% | Add +1.0% | 67,964 | $1.5M |
| Callan Family Office, LLC | 0.05% | Add +129.5% | 66,285 | $1.5M |
| Curi Capital, LLC | 0.03% | Add +17.0% | 61,772 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -1.5% | 57,983 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +31.9% | 56,265 | $1.3M |
| National Bank of Canada | 0.00% | No change | 56,000 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -26.7% | 55,908 | $1.3M |
| Ativo Capital Management LLC | 1.12% | Reduce -3.1% | 55,853 | $1.3M |
| Henshaw Capital LLC | 0.05% | No change | 54,585 | $1.2M |
| US Bancorp \de | 0.00% | Add +22.6% | 54,052 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.1% | 53,855 | $1.2M |
| DGS Capital Management, LLC | 0.24% | Add +2.2% | 51,294 | $1.2M |
| &partners | 0.01% | Add +33.2% | 66,390 | $1.1M |
| Lester Murray Antman dba SimplyRich | 0.29% | Add +45.1% | 45,636 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +6.3% | 45,202 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +12.0% | 44,196 | $995K |
| Rhumbline Advisers | 0.00% | Reduce 0.0% | 43,195 | $973K |
| Cwm, LLC | 0.00% | Add +970.5% | 42,318 | $953K |
| Vise Technologies, Inc. | 0.04% | — | 39,597 | $892K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.3% | 38,571 | $869K |
| Greenleaf Trust | 0.01% | Reduce -15.3% | 37,035 | $834K |
| Fifth Third Bancorp | 0.00% | Add +1.0% | 36,933 | $832K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | — | 36,581 | $824K |
| Royal Bank of Canada | 0.00% | Reduce -10.8% | 33,956 | $763K |
| D. E. Shaw & Co. | 0.00% | Reduce -70.5% | 33,533 | $755K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +41.0% | 32,473 | $731K |
| State Street Corp. | 0.00% | No change | 32,135 | $724K |
| Marshall Wace, LLP | 0.00% | New | 31,623 | $712K |
| Corient Private Wealth LP | 0.00% | Add +50.9% | 31,567 | $711K |
| Ameriprise Financial Inc. | 0.00% | Add +56.8% | 30,710 | $692K |
| Soundwatch Capital LLC | 0.11% | New | 1,125 | $674K |
| Strategic Global Advisors, LLC | 0.11% | Add +29.9% | 29,375 | $662K |
| Assetmark, Inc. | 0.00% | Reduce -4.4% | 28,145 | $634K |
| Qube Research & Technologies Ltd | 0.00% | Add +16.0% | 28,002 | $631K |
| Creative Planning | 0.00% | Add +11.7% | 26,837 | $604K |
| Aaron Wealth Advisors LLC | 0.06% | Add +17.7% | 25,970 | $585K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 24,810 | $559K |
| LPL Financial LLC | 0.00% | Add +63.1% | 24,606 | $554K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 23,837 | $537K |
| Trexquant Investment LP | 0.01% | Add +12.8% | 23,004 | $518K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -3.1% | 22,529 | $507K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 21,735 | $489K |
| Plan A Wealth LLC | 0.27% | New | 21,044 | $474K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -22.5% | 20,807 | $469K |
| Glenmede Investment Management, LP | 0.00% | — | 20,210 | $455K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.2% | 19,448 | $438K |
| Summit Global Investments | 0.03% | Add +16.6% | 19,157 | $431K |
| MML Investors Services, LLC | 0.00% | Reduce -1.6% | 18,726 | $422K |
| Savvy Advisors, Inc. | 0.03% | Add +18.3% | 17,844 | $402K |
| Park Avenue Securities LLC | 0.00% | New | 17,677 | $398K |
| Choreo, LLC | 0.01% | Add +7.9% | 17,359 | $391K |
| Raymond James Financial Inc. | 0.00% | Add +2.7% | 17,157 | $386K |
| Signaturefd, LLC | 0.01% | Reduce -7.7% | 16,750 | $377K |
| Versant Capital Management, Inc | 0.06% | Add +5.9% | 16,733 | $377K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.1% | 16,041 | $361K |
| Neuberger Berman Group LLC | 0.00% | Add +12.4% | 15,847 | $357K |
| Franklin Resources Inc. | 0.00% | Reduce -0.6% | 15,702 | $354K |
| First Affirmative Financial Network | 0.18% | Add +4.7% | 15,396 | $347K |
| Compound Planning, Inc. | 0.01% | Reduce -3.1% | 15,371 | $346K |
| Naviter Wealth, LLC | 0.04% | New | 14,699 | $331K |
| Citigroup Inc. | 0.00% | Add +6.8% | 14,592 | $329K |
| RNC Capital Management LLC | 0.02% | Add +12.9% | 14,420 | $325K |
| Ieq Capital, LLC | 0.00% | New | 14,371 | $324K |
| Hardy Reed LLC | 0.02% | Add +0.7% | 13,525 | $305K |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | No change | 13,400 | $302K |
| Midwest Trust Co | 0.00% | — | 13,384 | $301K |
| Savant Capital, LLC | 0.00% | New | 13,379 | $301K |
| Lido Advisors, LLC | 0.00% | Reduce -15.2% | 12,884 | $290K |
| Yousif Capital Management, LLC | 0.00% | Add +8.2% | 12,225 | $275K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -11.2% | 12,082 | $272K |
| Syon Capital LLC | 0.02% | New | 12,033 | $271K |
| UBS Group AG | 0.00% | Add +6.1% | 11,756 | $265K |
| Ascent Group, LLC | 0.01% | Reduce -6.8% | 11,749 | $265K |
| Ethic Inc. | 0.00% | Add +8.9% | 11,783 | $261K |
| Net Worth Advisory Group | 0.06% | Reduce -0.9% | 11,413 | $257K |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 11,150 | $251K |
| Sivia Capital Partners, LLC | 0.08% | New | 10,970 | $247K |
| Evergreen Capital Management LLC | 0.01% | New | 10,933 | $246K |
| PDS Planning, Inc | 0.02% | Reduce -2.1% | 10,624 | $239K |
| Optas, LLC | 0.04% | New | 10,484 | $236K |
| R Squared Ltd | 0.13% | New | 10,204 | $230K |
| Focus Partners Wealth | 0.00% | New | 10,178 | $229K |
| Calydon Capital | 0.02% | New | 9,832 | $221K |
| Venturi Wealth Management, LLC | 0.01% | New | 9,656 | $217K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 9,243 | $208K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.2% | 9,215 | $208K |
| Centiva Capital, LP | 0.01% | New | 9,127 | $206K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,774 | $175K |
| SG Americas Securities, LLC | 0.00% | Add +26.7% | 7,316 | $165K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -8.5% | 6,744 | $150K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +611.9% | 6,364 | $143K |
| Osaic Holdings, Inc. | 0.00% | Add +408.2% | 6,175 | $136K |
| GAMMA Investing LLC | 0.01% | Reduce -8.2% | 5,243 | $118K |
| Huntington National Bank | 0.00% | Reduce -2.1% | 4,824 | $109K |
| Brooklyn Investment Group | 0.01% | Add +151.5% | 3,343 | $75K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,295 | $74K |
| Cromwell Holdings LLC | 0.04% | No change | 3,050 | $69K |
| NewSquare Capital LLC | 0.00% | Add +628.5% | 2,659 | $60K |
| Hantz Financial Services, Inc. | 0.00% | Add +1105.8% | 2,484 | $56K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.1% | 2,056 | $46K |
| Farther Finance Advisors, LLC | 0.00% | Add +27.6% | 1,995 | $45K |
| Gitterman Wealth Management, LLC | 0.01% | Reduce -80.8% | 1,890 | $43K |
| WealthCollab, LLC | 0.02% | Reduce -4.4% | 1,823 | $41K |
| Arax Advisory Partners | 0.00% | Add +739.3% | 1,217 | $40K |
| Brentview Investment Management LLC | 0.02% | No change | 1,760 | $40K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +21.6% | 1,545 | $35K |
| Addison Advisors LLC | 0.01% | Add +480.0% | 1,537 | $35K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.8% | 1,417 | $32K |
| Principal Securities, Inc. | 0.00% | Add +462.0% | 1,360 | $31K |
| Blue Trust, Inc. | 0.00% | Add +16.6% | 1,265 | $28K |
| AlphaCore Capital LLC | 0.00% | New | 1,195 | $27K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,170 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +31433.3% | 946 | $21K |
| Global Retirement Partners, LLC | 0.00% | — | 913 | $21K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 806 | $21K |
| Harbor Asset Planning, Inc. | 0.02% | — | 905 | $20K |
| Capital Analysts, LLC | 0.00% | Reduce -14.3% | 750 | $17K |
| UMB Bank, n.a. | 0.00% | Reduce -11.4% | 740 | $17K |
| MAI Capital Management | 0.00% | Add +984.6% | 705 | $16K |
| Acadian Asset Management LLC | 0.00% | New | 685 | $15K |
| Allworth Financial LP | 0.00% | No change | 614 | $14K |
| Jones Financial Companies LLLP | 0.00% | Reduce -37.0% | 554 | $12K |
| IFP Advisors, Inc | 0.00% | Add +2.9% | 536 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 535 | $12K |
| Evolution Wealth Management Inc. | 0.01% | — | 500 | $11K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -82.7% | 490 | $11K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -47.6% | 483 | $11K |
| Albion Financial Group | 0.00% | No change | 475 | $11K |
| Sierra Ocean, LLC | 0.01% | Add +23.2% | 468 | $11K |
| Binnacle Investments Inc | 0.01% | Add +268.0% | 368 | $8K |
| Larson Financial Group LLC | 0.00% | New | 365 | $8K |
| Whipplewood Advisors, LLC | 0.00% | Add +1344.0% | 361 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +4.4% | 334 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $7K |
| GW&K Investment Management, LLC | 0.00% | No change | 265 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.8% | 260 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 245 | $6K |
| Boreal Capital Management LLC | 0.00% | — | 210 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 185 | $4K |
| Private Trust Co. NA | 0.00% | Add +42.3% | 185 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -91.3% | 198 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 175 | $4K |
| Zions Bancorporation, National Association | 0.00% | No change | 175 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -1.2% | 168 | $4K |
| First Horizon Advisors, Inc. | 0.00% | New | 165 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -25.9% | 140 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.7% | 135 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +100.0% | 120 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $3K |
| TD Private Client Wealth LLC | 0.00% | New | 105 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +1.0% | 101 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +1.3% | 81 | $2K |
| Manchester Capital Management LLC | 0.00% | New | 70 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 65 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 76 | $1K |
| CX Institutional | 0.00% | No change | 50 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 40 | $901 |
| First Command Advisory Services, Inc. | 0.00% | No change | 40 | $901 |
| Principia Wealth Advisory, LLC | 0.00% | New | 35 | $788 |
| Golden State Wealth Management, LLC | 0.00% | No change | 35 | $788 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 35 | $788 |
| Cornerstone Planning Group LLC | 0.00% | No change | 30 | $702 |
| Abound Wealth Management | 0.00% | No change | 20 | $451 |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +150.0% | 20 | $450 |
| Blume Capital Management, Inc. | 0.00% | New | 15 | $338 |
| Salomon & Ludwin, LLC | 0.00% | New | 13 | $297 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $45 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.