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 |
| Lido Advisors, LLC | 0.00% | No change | 17,197 | $455K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 15,397 | $450K |
| Savant Capital, LLC | 0.00% | Add +14.7% | 15,256 | $446K |
| Naviter Wealth, LLC | 0.06% | Reduce -8.5% | 14,877 | $435K |
| Ethic Inc. | 0.01% | Add +7.7% | 14,731 | $430K |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 14,684 | $429K |
| Hardy Reed LLC | 0.03% | Reduce -2.2% | 14,381 | $420K |
| Vident Advisory, LLC | 0.00% | Reduce -1.9% | 14,369 | $420K |
| Assetmark, Inc. | 0.00% | Reduce -20.8% | 14,017 | $410K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 13,383 | $391K |
| HB Wealth Management, LLC | 0.00% | Add +16.9% | 13,163 | $385K |
| JMN Financial LLC | 0.38% | — | 12,999 | $380K |
| Optas, LLC | 0.06% | Add +13.9% | 12,894 | $377K |
| PDS Planning, Inc | 0.03% | Add +14.1% | 12,876 | $376K |
| Verition Fund Management LLC | 0.00% | New | 12,734 | $372K |
| Yousif Capital Management, LLC | 0.00% | No change | 12,225 | $371K |
| Basecamp Wealth Advisors LLC | 0.08% | — | 12,647 | $370K |
| Checchi Capital Advisers, LLC | 0.03% | Add +1.4% | 12,598 | $368K |
| Citadel Advisors | 0.00% | Reduce -76.8% | 12,179 | $356K |
| Sivia Capital Partners, LLC | 0.07% | Add +9.4% | 12,033 | $352K |
| Brooklyn Investment Group | 0.02% | New | 11,374 | $336K |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 11,491 | $336K |
| Net Worth Advisory Group | 0.07% | Add +3.6% | 11,136 | $325K |
| Two Sigma Advisers, LP | 0.00% | New | 10,700 | $313K |
| Ascent Group, LLC | 0.01% | Add +1.5% | 10,582 | $309K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -2.8% | 10,254 | $300K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +20.6% | 9,515 | $278K |
| Smartleaf Asset Management LLC | 0.01% | Add +9.0% | 9,222 | $271K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.2% | 9,232 | $270K |
| Abel Hall, LLC | 0.06% | New | 9,106 | $266K |
| Palladiem, LLC | 0.25% | — | 8,957 | $264K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.8% | 8,604 | $251K |
| Truist Financial Corp. | 0.00% | Add +4.1% | 8,527 | $249K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 7,973 | $233K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,964 | $233K |
| Abacus Wealth Partners, LLC | 0.02% | New | 7,957 | $233K |
| Sage Rhino Capital LLC | 0.04% | Reduce -2.5% | 7,871 | $230K |
| Citigroup Inc. | 0.00% | Reduce -8.9% | 7,545 | $220K |
| Atria Investments, Inc | 0.00% | New | 7,348 | $215K |
| D'Orazio & Associates, Inc. | 0.03% | New | 7,301 | $213K |
| Hantz Financial Services, Inc. | 0.00% | Add +54.0% | 7,265 | $212K |
| Ballentine Partners, LLC | 0.00% | New | 7,246 | $212K |
| Bank of Montreal | 0.00% | New | 7,071 | $207K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 7,029 | $205K |
| Ewa, LLC | 0.05% | New | 6,984 | $204K |
| GAMMA Investing LLC | 0.01% | Add +6.8% | 6,701 | $196K |
| Rockefeller Capital Management L.P. | 0.00% | Add +63.5% | 5,548 | $162K |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.3% | 5,283 | $154K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -14.3% | 4,799 | $140K |
| Huntington National Bank | 0.00% | Reduce -13.1% | 3,619 | $106K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.5% | 3,296 | $96K |
| Farther Finance Advisors, LLC | 0.00% | Add +56.5% | 3,212 | $94K |
| Cromwell Holdings LLC | 0.05% | No change | 3,050 | $89K |
| Arax Advisory Partners | 0.00% | Reduce -75.1% | 2,048 | $60K |
| WealthCollab, LLC | 0.02% | No change | 1,823 | $53K |
| Brentview Investment Management LLC | 0.02% | No change | 1,760 | $51K |
| Aquatic Capital Management LLC | 0.00% | New | 1,603 | $47K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 1,545 | $45K |
| Addison Advisors LLC | 0.01% | Reduce -14.0% | 1,537 | $45K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -66.8% | 1,494 | $44K |
| Blue Trust, Inc. | 0.00% | Reduce -8.6% | 1,402 | $41K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,198 | $35K |
| V-Square Quantitative Management LLC | 0.00% | New | 1,149 | $34K |
| Allworth Financial LP | 0.00% | Add +16.9% | 1,033 | $30K |
| Atlas Capital Advisors Inc. | 0.00% | — | 968 | $28K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 965 | $28K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 905 | $26K |
| Bessemer Group Inc. | 0.00% | Add +164.6% | 852 | $25K |
| Manchester Capital Management LLC | 0.00% | Add +1028.6% | 790 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Add +57.3% | 744 | $22K |
| UMB Bank, n.a. | 0.00% | No change | 740 | $22K |
| Larson Financial Group LLC | 0.00% | Add +69.8% | 725 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 750 | $21K |
| Acadian Asset Management LLC | 0.00% | No change | 685 | $20K |
| Jones Financial Companies LLLP | 0.00% | Add +4.9% | 664 | $19K |
| Bayban | 0.02% | — | 590 | $17K |
| Sound Income Strategies, LLC | 0.00% | New | 544 | $17K |
| True Wealth Design, LLC | 0.00% | Add +45.4% | 516 | $15K |
| Evolution Wealth Management Inc. | 0.01% | No change | 500 | $15K |
| SageView Advisory Group, LLC | 0.00% | New | 495 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 495 | $14K |
| Financial Management Professionals, Inc. | 0.00% | No change | 483 | $14K |
| Albion Financial Group | 0.00% | No change | 475 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.4% | 417 | $12K |
| MAI Capital Management | 0.00% | Add +8.3% | 390 | $11K |
| Root Financial Partners, LLC | 0.00% | Add +81.0% | 342 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 320 | $9K |
| Elyxium Wealth, LLC | 0.00% | New | 314 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $8K |
| SHP Wealth Management | 0.00% | — | 278 | $8K |
| GW&K Investment Management, LLC | 0.00% | No change | 265 | $8K |
| Private Trust Co. NA | 0.00% | No change | 268 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 260 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 245 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 245 | $7K |
| Cornerstone Financial Management LLC | 0.01% | — | 237 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +67.9% | 235 | $7K |
| Bangor Savings Bank | 0.00% | New | 233 | $7K |
| Raffa Wealth Management, LLC | 0.00% | No change | 185 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 175 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 168 | $5K |
| Signature Equity Partners, LLC | 0.00% | — | 161 | $5K |
| Manning & Napier Advisors LLC | 0.00% | New | 159 | $5K |
| Zions Bancorporation, National Association | 0.00% | No change | 160 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 140 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $4K |
| North Star Investment Management Corp. | 0.00% | New | 125 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 116 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $3K |
| JNBA Financial Advisors | 0.00% | New | 109 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -6.2% | 106 | $3K |
| CX Institutional | 0.00% | Add +90.0% | 95 | $3K |
| IMA Advisory Services, Inc. | 0.00% | New | 93 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -17.1% | 87 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 81 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 79 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 76 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +13.6% | 75 | $2K |
| Independence Bank of Kentucky | 0.00% | New | 70 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 70 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 67 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 42 | $1K |
| Essential Partners LLC | 0.00% | Add +5.0% | 42 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 40 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | New | 35 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 35 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 35 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +400.0% | 30 | $910 |
| St Germain D J Co. Inc. | 0.00% | No change | 30 | $877 |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 25 | $731 |
| MV Capital Management, Inc. | 0.00% | New | 21 | $614 |
| American Capital Advisory, LLC | 0.00% | Reduce -16.7% | 20 | $585 |
| Abound Wealth Management | 0.00% | No change | 20 | $585 |
| Bogart Wealth, LLC | 0.00% | Reduce -83.3% | 20 | $584 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 19 | $555 |
| CIBC Private Wealth Group LLC | 0.00% | New | 14 | $409 |
| Rothschild Investment LLC | 0.00% | New | 9 | $252 |
| Kilter Group LLC | 0.00% | New | 8 | $234 |
| Toth Financial Advisory Corp. | 0.00% | New | 5 | $147 |
| CENTRAL TRUST Co | 0.00% | New | 5 | $146 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 4 | $117 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.