Orix - Sponsored ADRIX
13F holders, Q4 2025 (December 31)241holders +24
42new positions
25sold out
2famous investors
$29.22avg. 13F price*
At the end of Q4 2025, 241 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 24 from Q3 2025. 42 opened new positions and 25 sold out. The largest holders were FMR LLC ($161.1M), Morgan Stanley ($149.5M) and Bank of America Corp. ($83.8M). 2 famous investors held it, including 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 2025)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $11.9M |
| Exits | 25 | $11.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,376,846 shares bought and 916,349 shares sold, net +1,460,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| FMR LLC | 0.01% | Add +12.4% | 5,514,328 | $161.1M |
| Morgan Stanley | 0.01% | Add +1.5% | 5,117,942 | $149.5M |
| Bank of America Corp. | 0.01% | Add +20.8% | 2,868,230 | $83.8M |
| Todd Asset Management LLC | 1.04% | Reduce -1.1% | 1,827,626 | $53.4M |
| Teachers Retirement System of the State of Kentucky | 0.25% | No change | 1,147,000 | $33.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 1,068,176 | $31.2M |
| BlackRock, Inc. | 0.00% | Reduce -3.0% | 906,743 | $26.5M |
| Quantinno Capital Management LP | 0.05% | Add +26.5% | 794,676 | $23.2M |
| American Century Companies Inc. | 0.01% | Add +19.2% | 762,050 | $22.3M |
| Eagle Global Advisors LLC | 0.36% | Add +6.4% | 334,998 | $9.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +29.7% | 284,170 | $8.3M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +4.5% | 248,110 | $7.2M |
| Henry James International Management Inc. | 1.85% | Reduce -16.2% | 200,785 | $5.9M |
| Gilman Hill Asset Management, LLC | 0.92% | Add +1.2% | 199,349 | $5.8M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -12.8% | 181,361 | $5.3M |
| Boston Common Asset Management, LLC | 0.31% | Reduce -25.0% | 176,395 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -8.8% | 163,944 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.3% | 158,513 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.5% | 153,268 | $4.5M |
| Sei Investments Co. | 0.00% | Add +6.0% | 142,198 | $4.2M |
| Calamos Wealth Management LLC | 0.14% | New | 140,402 | $4.1M |
| AQR Capital Management | 0.00% | Add +27.3% | 132,107 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +3.4% | 128,425 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +0.0% | 125,118 | $3.7M |
| QRG Capital Management, Inc. | 0.04% | Add +7.5% | 124,709 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +4.1% | 122,134 | $3.6M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -10.2% | 120,484 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.5% | 113,716 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -13.2% | 107,107 | $3.1M |
| Callan Family Office, LLC | 0.06% | Add +99.7% | 102,703 | $3.0M |
| Naples Global Advisors, LLC | 0.20% | Reduce 0.0% | 93,262 | $2.7M |
| BTC Capital Management, Inc. | 0.17% | Reduce -22.3% | 84,816 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.8% | 81,636 | $2.4M |
| Ritholtz Wealth Management | 0.04% | Add +1.1% | 78,687 | $2.3M |
| Quadrant Capital Group LLC | 0.06% | No change | 73,134 | $2.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +443.9% | 72,885 | $2.1M |
| Cwm, LLC | 0.01% | Reduce -23.9% | 71,493 | $2.1M |
| Mariner, LLC | 0.00% | Add +18.2% | 70,221 | $2.1M |
| Vise Technologies, Inc. | 0.04% | Add +66.8% | 66,989 | $2.0M |
| Paradigm Asset Management Co. LLC | 0.45% | Reduce -20.7% | 66,400 | $1.9M |
| AlphaCore Capital LLC | 0.04% | Reduce -14.8% | 66,186 | $1.9M |
| Parr McKnight Wealth Management Group, LLC | 0.25% | Reduce -1.9% | 65,395 | $1.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 65,200 | $1.9M |
| Lester Murray Antman dba SimplyRich | 0.48% | Add +36.8% | 63,321 | $1.9M |
| &partners | 0.01% | Add +13.2% | 61,980 | $1.8M |
| Curi Capital, LLC | 0.03% | New | 61,812 | $1.8M |
| US Bancorp \de | 0.00% | Add +6.1% | 60,908 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +5.7% | 57,060 | $1.7M |
| DGS Capital Management, LLC | 0.28% | Add +2.4% | 55,225 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +8.7% | 54,955 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.5% | 54,225 | $1.6M |
| Ativo Capital Management LLC | 1.31% | Reduce -6.2% | 51,158 | $1.5M |
| Advisors Asset Management, Inc. | 0.02% | Add +9.2% | 50,472 | $1.5M |
| Ieq Capital, LLC | 0.00% | Add +34.0% | 46,343 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.8% | 44,060 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -18.2% | 42,163 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +33.3% | 40,906 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 40,478 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 39,409 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -0.2% | 37,375 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +3.6% | 35,794 | $1.0M |
| Rhumbline Advisers | 0.00% | Add +21.8% | 35,279 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +1.1% | 35,114 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 34,107 | $997K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -39.5% | 32,556 | $951K |
| LPL Financial LLC | 0.00% | Add +3.8% | 32,456 | $948K |
| State Street Corp. | 0.00% | No change | 32,135 | $939K |
| Creative Planning | 0.00% | Add +5.0% | 31,512 | $921K |
| Syon Capital LLC | 0.04% | Add +26.0% | 29,795 | $871K |
| Focus Partners Wealth | 0.00% | Add +265.7% | 29,166 | $852K |
| Tred Avon Family Wealth, LLC | 0.28% | Reduce -3.6% | 28,910 | $845K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +7.4% | 28,114 | $829K |
| Caprock Group, LLC | 0.02% | Add +10.1% | 27,977 | $818K |
| UBS Group AG | 0.00% | Add +76.6% | 26,764 | $782K |
| Dynasty Wealth Management, LLC | 0.01% | Add +13.6% | 26,751 | $782K |
| Kathmere Capital Management, LLC | 0.05% | Add +4.0% | 26,319 | $769K |
| Strategic Global Advisors, LLC | 0.12% | Add +12.8% | 26,193 | $765K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.3% | 25,330 | $740K |
| Choreo, LLC | 0.01% | Add +23.5% | 24,652 | $725K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 24,810 | $725K |
| Plan A Wealth LLC | 0.35% | Add +6.1% | 24,318 | $711K |
| Investment Research Partners LLC | 0.30% | Reduce -0.2% | 23,608 | $690K |
| Aaron Wealth Advisors LLC | 0.04% | Add +10.1% | 23,536 | $688K |
| Neuberger Berman Group LLC | 0.00% | Add +3.9% | 21,940 | $641K |
| MML Investors Services, LLC | 0.00% | Add +11.3% | 21,101 | $617K |
| Savvy Advisors, Inc. | 0.02% | Add +6.1% | 20,783 | $607K |
| Global Retirement Partners, LLC | 0.01% | Add +1318.6% | 20,485 | $599K |
| Summit Global Investments | 0.03% | Reduce -13.6% | 20,036 | $585K |
| SG Trading Solutions, LLC | 0.13% | — | 19,731 | $577K |
| Venturi Wealth Management, LLC | 0.03% | Add +64.0% | 19,347 | $565K |
| Compound Planning, Inc. | 0.02% | Add +11.1% | 18,756 | $548K |
| Park Avenue Securities LLC | 0.00% | Add +5.0% | 18,398 | $538K |
| Glenmede Trust Co. NA | 0.00% | — | 18,210 | $532K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.3% | 18,161 | $531K |
| Versant Capital Management, Inc | 0.06% | Add +14.3% | 17,387 | $508K |
| Trexquant Investment LP | 0.00% | Add +31.3% | 16,886 | $493K |
| Signaturefd, LLC | 0.01% | Reduce -0.0% | 16,745 | $489K |
| Evergreen Capital Management LLC | 0.01% | Add +9.7% | 16,494 | $482K |
| RNC Capital Management LLC | 0.02% | Add +3.5% | 16,135 | $471K |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 16,064 | $469K |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.