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 |
| UBS Group AG | 0.00% | Add +28.9% | 15,154 | $396K |
| Evergreen Capital Management LLC | 0.01% | Add +37.5% | 15,038 | $393K |
| Hardy Reed LLC | 0.03% | Add +8.7% | 14,704 | $384K |
| Vident Advisory, LLC | 0.00% | New | 14,645 | $383K |
| Cetera Investment Advisers | 0.00% | New | 13,821 | $361K |
| Ethic Inc. | 0.01% | Add +16.1% | 13,679 | $357K |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | No change | 13,400 | $350K |
| Savant Capital, LLC | 0.00% | Reduce -0.6% | 13,304 | $348K |
| First Affirmative Financial Network | 0.16% | Reduce -15.1% | 13,077 | $342K |
| Trexquant Investment LP | 0.00% | Reduce -44.1% | 12,858 | $336K |
| Checchi Capital Advisers, LLC | 0.02% | Add +2.8% | 12,420 | $324K |
| XTX Topco Ltd | 0.02% | New | 12,243 | $320K |
| Yousif Capital Management, LLC | 0.00% | No change | 12,225 | $319K |
| Venturi Wealth Management, LLC | 0.01% | Add +22.1% | 11,795 | $308K |
| Captrust Financial Advisors | 0.00% | Add +4.7% | 11,669 | $305K |
| Optas, LLC | 0.05% | Add +8.0% | 11,324 | $296K |
| PDS Planning, Inc | 0.02% | Add +6.2% | 11,287 | $295K |
| HB Wealth Management, LLC | 0.00% | New | 11,263 | $294K |
| Sivia Capital Partners, LLC | 0.08% | Add +0.3% | 11,001 | $287K |
| Net Worth Advisory Group | 0.08% | Reduce -5.8% | 10,747 | $281K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +14.1% | 10,545 | $275K |
| Ascent Group, LLC | 0.01% | Reduce -11.2% | 10,428 | $272K |
| PharVision Advisers, LLC | 0.14% | New | 9,559 | $250K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 9,252 | $242K |
| Brevan Howard Capital Management LP | 0.00% | New | 8,795 | $230K |
| Smartleaf Asset Management LLC | 0.01% | Add +25.5% | 8,464 | $225K |
| Citigroup Inc. | 0.00% | Reduce -43.3% | 8,280 | $216K |
| Arax Advisory Partners | 0.00% | Add +576.5% | 8,233 | $215K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,206 | $214K |
| Truist Financial Corp. | 0.00% | New | 8,190 | $214K |
| Sage Rhino Capital LLC | 0.04% | New | 8,077 | $211K |
| Focus Partners Wealth | 0.00% | Reduce -21.6% | 7,975 | $208K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Add +2.4% | 7,964 | $208K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 7,888 | $206K |
| GAMMA Investing LLC | 0.01% | Add +19.7% | 6,274 | $164K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 6,045 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -12.1% | 5,597 | $146K |
| Hantz Financial Services, Inc. | 0.00% | Add +89.9% | 4,716 | $123K |
| Russell Investments Group, Ltd. | 0.00% | Add +217.4% | 4,497 | $117K |
| Huntington National Bank | 0.00% | Reduce -13.7% | 4,164 | $109K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,393 | $89K |
| Cromwell Holdings LLC | 0.04% | No change | 3,050 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.9% | 2,052 | $54K |
| WealthCollab, LLC | 0.02% | No change | 1,823 | $48K |
| Addison Advisors LLC | 0.01% | Add +16.3% | 1,787 | $47K |
| Brentview Investment Management LLC | 0.02% | No change | 1,760 | $46K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 1,545 | $40K |
| Blue Trust, Inc. | 0.00% | Add +21.3% | 1,534 | $40K |
| Principal Securities, Inc. | 0.00% | Add +10.7% | 1,506 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +58.2% | 1,444 | $38K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -17.5% | 965 | $25K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 905 | $24K |
| Allworth Financial LP | 0.00% | Add +44.0% | 884 | $23K |
| Capital Analysts, LLC | 0.00% | No change | 750 | $20K |
| UMB Bank, n.a. | 0.00% | No change | 740 | $19K |
| Binnacle Investments Inc | 0.01% | Add +97.3% | 726 | $19K |
| Acadian Asset Management LLC | 0.00% | No change | 685 | $17K |
| Jones Financial Companies LLLP | 0.00% | Add +14.3% | 633 | $17K |
| Evolution Wealth Management Inc. | 0.01% | No change | 500 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -7.7% | 495 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -48.5% | 487 | $13K |
| Financial Management Professionals, Inc. | 0.00% | No change | 483 | $13K |
| Albion Financial Group | 0.00% | No change | 475 | $12K |
| Salomon & Ludwin, LLC | 0.00% | Add +3538.5% | 473 | $12K |
| Larson Financial Group LLC | 0.00% | Add +17.0% | 427 | $11K |
| MAI Capital Management | 0.00% | Reduce -48.9% | 360 | $9K |
| True Wealth Design, LLC | 0.00% | New | 355 | $9K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.2% | 320 | $8K |
| Bessemer Group Inc. | 0.00% | Add +62.6% | 322 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $8K |
| Private Trust Co. NA | 0.00% | Add +44.9% | 268 | $7K |
| GW&K Investment Management, LLC | 0.00% | No change | 265 | $7K |
| Mather Group, Llc. | 0.00% | New | 260 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 260 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 245 | $6K |
| Wealthspire Advisors, LLC | 0.00% | New | 215 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 189 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 185 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 180 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 175 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 168 | $4K |
| Zions Bancorporation, National Association | 0.00% | Reduce -8.6% | 160 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 140 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +180.0% | 140 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 120 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +222.9% | 113 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 105 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 101 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 81 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +21.5% | 79 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 76 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 66 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 70 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -96.6% | 70 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | New | 57 | $1K |
| Montag A & Associates Inc. | 0.00% | New | 43 | $1K |
| Essential Partners LLC | 0.00% | New | 40 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 40 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 40 | $1K |
| CX Institutional | 0.00% | No change | 50 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 35 | $914 |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -93.5% | 35 | $914 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 35 | $914 |
| Bare Financial Services, Inc | 0.00% | New | 32 | $836 |
| Global Wealth Strategies & Associates | 0.00% | New | 31 | $810 |
| St Germain D J Co. Inc. | 0.00% | New | 30 | $784 |
| Orion Capital Management LLC | 0.00% | New | 29 | $757 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -80.0% | 6 | $631 |
| American Capital Advisory, LLC | 0.00% | New | 24 | $627 |
| Abound Wealth Management | 0.00% | No change | 20 | $523 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $522 |
| Palisade Asset Management, LLC | 0.00% | New | 15 | $392 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 7 | $183 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 2 | $52 |
| Hemington Wealth Management | 0.00% | New | 35 | $0 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.