Orix - Sponsored ADRIX
13F holders, Q3 2025 (September 30)217holders +8
32new positions
24sold out
4famous investors
$26.12avg. 13F price*
At the end of Q3 2025, 217 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 8 from Q2 2025. 32 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($131.7M), FMR LLC ($128.2M) and Bank of America Corp. ($62.0M). 4 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Orix - Sponsored ADR
- Filed as
- ORIX CORP (Q3 2025)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $7.4M |
| Exits | 24 | $10.1M |
All 13F filers, Q2 2025 → Q3 2025: 2,075,868 shares bought and 2,100,806 shares sold, net −24,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| Morgan Stanley | 0.01% | Reduce -0.1% | 5,043,469 | $131.7M |
| FMR LLC | 0.01% | Add +18.2% | 4,906,432 | $128.2M |
| Bank of America Corp. | 0.00% | Add +0.9% | 2,375,278 | $62.0M |
| Todd Asset Management LLC | 0.98% | Add +6.1% | 1,847,014 | $48.2M |
| Teachers Retirement System of the State of Kentucky | 0.23% | Add +8.3% | 1,147,000 | $30.0M |
| Northern Trust Corp. | 0.00% | Add +1.9% | 1,089,613 | $28.5M |
| BlackRock, Inc. | 0.00% | Add +6.6% | 934,440 | $24.4M |
| American Century Companies Inc. | 0.01% | Add +17.6% | 639,305 | $16.7M |
| Quantinno Capital Management LP | 0.04% | Add +30.5% | 628,109 | $16.4M |
| Eagle Global Advisors LLC | 0.32% | Add +0.6% | 314,910 | $8.2M |
| Henry James International Management Inc. | 1.91% | Reduce -1.4% | 239,544 | $6.3M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +3.4% | 237,483 | $6.2M |
| Boston Common Asset Management, LLC | 0.17% | Reduce -12.8% | 235,079 | $6.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +42.9% | 219,103 | $5.7M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +14.6% | 207,869 | $5.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -13.2% | 205,388 | $5.4M |
| Gilman Hill Asset Management, LLC | 0.81% | Add +0.1% | 196,944 | $5.1M |
| Natixis Advisors, LLC | 0.01% | Add +6.9% | 179,870 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 169,101 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.8% | 154,095 | $4.0M |
| Sei Investments Co. | 0.00% | Add +6.3% | 134,217 | $3.5M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +0.0% | 134,141 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 131,509 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -82.7% | 125,085 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +5.8% | 124,224 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -8.6% | 123,384 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +4.9% | 117,320 | $3.1M |
| QRG Capital Management, Inc. | 0.04% | Reduce -53.6% | 115,972 | $3.0M |
| BTC Capital Management, Inc. | 0.20% | Add +7.5% | 109,131 | $2.8M |
| AQR Capital Management | 0.00% | Add +29.8% | 103,815 | $2.7M |
| Naples Global Advisors, LLC | 0.19% | Add +1.0% | 93,265 | $2.5M |
| Cwm, LLC | 0.01% | Add +121.9% | 93,913 | $2.5M |
| Paradigm Asset Management Co. LLC | 0.50% | Add +15.4% | 83,700 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.9% | 80,200 | $2.1M |
| Ritholtz Wealth Management | 0.04% | Add +0.9% | 77,796 | $2.0M |
| AlphaCore Capital LLC | 0.07% | Add +6402.7% | 77,707 | $2.0M |
| Quadrant Capital Group LLC | 0.06% | No change | 73,134 | $1.9M |
| Parr McKnight Wealth Management Group, LLC | 0.23% | Reduce -1.9% | 66,637 | $1.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -63.4% | 65,200 | $1.7M |
| Capitolis Liquid Global Markets LLC | 0.01% | New | 64,900 | $1.7M |
| Mariner, LLC | 0.00% | Add +2.5% | 59,430 | $1.6M |
| Marshall Wace, LLP | 0.00% | Add +85.0% | 58,493 | $1.5M |
| US Bancorp \de | 0.00% | Add +6.2% | 57,382 | $1.5M |
| &partners | 0.01% | Reduce -17.5% | 54,775 | $1.4M |
| Ativo Capital Management LLC | 1.20% | Reduce -2.3% | 54,551 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +19.4% | 53,964 | $1.4M |
| DGS Capital Management, LLC | 0.26% | Add +5.2% | 53,934 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | No change | 53,855 | $1.4M |
| Citadel Advisors | 0.00% | New | 52,490 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.9% | 52,404 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -42.7% | 51,566 | $1.3M |
| Callan Family Office, LLC | 0.04% | Reduce -22.4% | 51,421 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -26.0% | 50,581 | $1.3M |
| Lester Murray Antman dba SimplyRich | 0.33% | Add +1.4% | 46,281 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Add +4.5% | 46,205 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 40,868 | $1.1M |
| Vise Technologies, Inc. | 0.04% | Add +1.5% | 40,174 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +30.5% | 40,090 | $1.0M |
| Greenleaf Trust | 0.01% | Add +1.1% | 37,437 | $978K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -1.7% | 35,962 | $939K |
| Corient Private Wealth LP | 0.00% | Add +10.1% | 34,747 | $908K |
| Ieq Capital, LLC | 0.00% | Add +140.7% | 34,593 | $904K |
| Fifth Third Bancorp | 0.00% | Reduce -6.4% | 34,563 | $903K |
| CTC Alternative Strategies, Ltd. | 1.44% | New | 34,100 | $895K |
| Millennium Management | 0.00% | Reduce -90.9% | 33,229 | $868K |
| State Street Corp. | 0.00% | No change | 32,135 | $839K |
| LPL Financial LLC | 0.00% | Add +27.1% | 31,284 | $817K |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 30,692 | $802K |
| Creative Planning | 0.00% | Add +11.8% | 30,007 | $784K |
| Tred Avon Family Wealth, LLC | 0.27% | — | 29,985 | $783K |
| Rhumbline Advisers | 0.00% | Reduce -33.0% | 28,963 | $757K |
| D. E. Shaw & Co. | 0.00% | Reduce -20.8% | 26,563 | $694K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -88.8% | 26,167 | $675K |
| Kathmere Capital Management, LLC | 0.05% | Add +21.6% | 25,301 | $661K |
| Caprock Group, LLC | 0.02% | — | 25,410 | $659K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 24,810 | $648K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +27.3% | 24,766 | $647K |
| Syon Capital LLC | 0.03% | Add +96.5% | 23,639 | $617K |
| Dynasty Wealth Management, LLC | 0.01% | New | 23,542 | $615K |
| Strategic Global Advisors, LLC | 0.09% | Reduce -20.9% | 23,225 | $607K |
| Summit Global Investments | 0.04% | Add +21.0% | 23,187 | $606K |
| Plan A Wealth LLC | 0.30% | Add +8.9% | 22,922 | $599K |
| Investment Research Partners LLC | 0.26% | — | 23,656 | $575K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -17.7% | 21,383 | $559K |
| Neuberger Berman Group LLC | 0.00% | Add +33.3% | 21,117 | $552K |
| BNP Paribas Financial Markets | 0.00% | Add +28.2% | 20,566 | $537K |
| Choreo, LLC | 0.01% | Add +14.9% | 19,954 | $521K |
| Savvy Advisors, Inc. | 0.02% | Add +9.8% | 19,589 | $512K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 18,957 | $495K |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 18,586 | $485K |
| Assetmark, Inc. | 0.00% | Reduce -37.1% | 17,691 | $462K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.9% | 17,524 | $458K |
| Lido Advisors, LLC | 0.00% | Add +33.5% | 17,197 | $449K |
| Glenmede Investment Management, LP | 0.00% | Reduce -15.6% | 17,064 | $446K |
| Compound Planning, Inc. | 0.01% | Add +9.9% | 16,889 | $441K |
| Signaturefd, LLC | 0.01% | No change | 16,750 | $438K |
| Naviter Wealth, LLC | 0.05% | Add +10.6% | 16,258 | $425K |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 16,147 | $422K |
| RNC Capital Management LLC | 0.02% | Add +8.1% | 15,585 | $407K |
| Versant Capital Management, Inc | 0.05% | Reduce -9.1% | 15,217 | $397K |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.