Orix - Sponsored ADRIX
13F holders, Q1 2026 (March 31)283holders +42
60new positions
16sold out
5famous investors
$29.97avg. 13F price*
At the end of Q1 2026, 283 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 42 from Q4 2025. 60 opened new positions and 16 sold out. The largest holders were FMR LLC ($178.3M), Morgan Stanley ($150.2M) and Bank of America Corp. ($86.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 (Q1 2026)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $99.1M |
| Exits | 16 | $7.2M |
All 13F filers, Q4 2025 → Q1 2026: 7,882,522 shares bought and 616,142 shares sold, net +7,266,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| FMR LLC | 0.01% | Add +7.8% | 5,944,003 | $178.3M |
| Morgan Stanley | 0.01% | Reduce -2.2% | 5,007,215 | $150.2M |
| Bank of America Corp. | 0.01% | Add +0.9% | 2,893,892 | $86.8M |
| Todd Asset Management LLC | 1.08% | Add +0.7% | 1,840,058 | $55.2M |
| Northern Trust Corp. | 0.01% | Add +22.6% | 1,309,408 | $39.3M |
| Teachers Retirement System of the State of Kentucky | 0.27% | No change | 1,147,000 | $34.4M |
| Cullen Capital Management, LLC | 0.33% | New | 1,080,361 | $32.4M |
| Clearbridge Investments, LLC | 0.03% | New | 1,049,544 | $31.5M |
| American Century Companies Inc. | 0.01% | Add +26.3% | 962,400 | $28.9M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 938,967 | $28.2M |
| Quantinno Capital Management LP | 0.05% | Add +16.3% | 924,415 | $27.7M |
| Natixis Advisors, LLC | 0.03% | Add +370.0% | 770,599 | $23.1M |
| Jones Financial Companies LLLP | 0.01% | Add +91210.2% | 606,300 | $17.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +349.4% | 511,068 | $15.3M |
| Wells Fargo & Company | 0.00% | Add +267.7% | 460,013 | $13.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +23.9% | 352,072 | $10.6M |
| Eagle Global Advisors LLC | 0.36% | Add +0.1% | 335,378 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +98.2% | 314,142 | $9.2M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +17.3% | 291,079 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +1053.9% | 209,552 | $6.3M |
| Gilman Hill Asset Management, LLC | 0.92% | Add +1.9% | 203,157 | $6.1M |
| Boston Common Asset Management, LLC | 0.34% | Reduce -0.7% | 175,172 | $5.3M |
| AQR Capital Management | 0.00% | Add +30.2% | 172,045 | $5.2M |
| Jane Street Group, LLC | 0.01% | New | 167,463 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.2% | 165,800 | $5.0M |
| Calamos Wealth Management LLC | 0.17% | Add +16.3% | 163,340 | $4.9M |
| Calamos Advisors LLC | 0.03% | New | 163,340 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.06% | New | 160,542 | $4.8M |
| Sei Investments Co. | 0.00% | Add +12.2% | 159,528 | $4.8M |
| Gradient Investments LLC | 0.07% | New | 157,454 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +20.3% | 154,477 | $4.6M |
| QRG Capital Management, Inc. | 0.05% | Add +22.9% | 153,303 | $4.6M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +19.7% | 144,236 | $4.3M |
| Two Sigma Investments, LP | 0.00% | Add +247.7% | 140,756 | $4.2M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -25.7% | 134,695 | $4.0M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 123,362 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +14.8% | 122,992 | $3.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +75.5% | 114,400 | $3.4M |
| Henry James International Management Inc. | 1.21% | Reduce -44.5% | 111,455 | $3.3M |
| Renaissance Technologies | 0.01% | New | 109,600 | $3.3M |
| Ritholtz Wealth Management | 0.05% | Add +32.3% | 104,097 | $3.1M |
| Callan Family Office, LLC | 0.07% | Add +1.3% | 104,038 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +530.5% | 97,086 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +78.0% | 96,541 | $2.9M |
| Naples Global Advisors, LLC | 0.21% | Add +0.0% | 93,267 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +116.2% | 88,450 | $2.7M |
| Mariner, LLC | 0.00% | Add +9.5% | 76,907 | $2.3M |
| US Bancorp \de | 0.00% | Add +25.6% | 76,496 | $2.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Add +1.9% | 74,274 | $2.2M |
| Quadrant Capital Group LLC | 0.07% | No change | 73,134 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +106.5% | 70,441 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +21.1% | 66,574 | $2.0M |
| UBS Group AG | 0.00% | Add +148.4% | 66,472 | $2.0M |
| Paradigm Asset Management Co. LLC | 0.47% | No change | 66,400 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +214.6% | 66,374 | $2.0M |
| LPL Financial LLC | 0.00% | Add +103.3% | 65,982 | $2.0M |
| &partners | 0.01% | Add +11.2% | 68,896 | $2.0M |
| Vise Technologies, Inc. | 0.04% | No change | 66,989 | $2.0M |
| DGS Capital Management, LLC | 0.32% | Add +17.6% | 64,937 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +11.8% | 63,767 | $1.9M |
| Lester Murray Antman dba SimplyRich | 0.48% | Reduce -0.1% | 63,234 | $1.9M |
| Cwm, LLC | 0.00% | Reduce -19.4% | 57,631 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.9% | 57,193 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +12.8% | 56,906 | $1.7M |
| BTC Capital Management, Inc. | 0.11% | Reduce -38.4% | 52,285 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +10.8% | 51,355 | $1.5M |
| Ativo Capital Management LLC | 1.33% | Reduce -0.0% | 51,149 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +24.9% | 49,211 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +812.7% | 48,218 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.9% | 46,661 | $1.4M |
| Citigroup Inc. | 0.00% | Add +488.6% | 44,409 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +21.4% | 42,611 | $1.2M |
| Rhumbline Advisers | 0.00% | Add +6.7% | 37,647 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 37,375 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -0.2% | 35,724 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +18.6% | 34,583 | $1.1M |
| Aaron Wealth Advisors LLC | 0.06% | Add +44.5% | 34,001 | $1.0M |
| Strategic Global Advisors, LLC | 0.16% | Add +25.3% | 32,828 | $985K |
| Neuberger Berman Group LLC | 0.00% | Add +49.4% | 32,788 | $983K |
| Dimensional Fund Advisors LP | 0.00% | Add +0.0% | 32,557 | $976K |
| Creative Planning | 0.00% | Add +3.0% | 32,450 | $973K |
| Caprock Group, LLC | 0.02% | Add +15.2% | 32,241 | $967K |
| State Street Corp. | 0.00% | No change | 32,135 | $964K |
| Qube Research & Technologies Ltd | 0.00% | New | 30,840 | $925K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.8% | 29,743 | $906K |
| Kathmere Capital Management, LLC | 0.06% | Add +12.9% | 29,705 | $891K |
| Park Avenue Securities LLC | 0.01% | Add +56.8% | 28,840 | $865K |
| Syon Capital LLC | 0.04% | Reduce -4.0% | 28,589 | $857K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 27,960 | $839K |
| Cetera Investment Advisers | 0.00% | Add +88.1% | 27,615 | $828K |
| Stifel Financial Corp. | 0.00% | New | 27,303 | $819K |
| Dynasty Wealth Management, LLC | 0.01% | Add +0.3% | 26,817 | $804K |
| XTX Topco Ltd | 0.01% | New | 26,595 | $798K |
| Atria Investments, Inc | 0.01% | Add +254.2% | 26,025 | $780K |
| Bank of Montreal | 0.00% | Add +267.8% | 26,007 | $780K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.6% | 25,987 | $779K |
| Choreo, LLC | 0.01% | Add +4.9% | 25,858 | $775K |
| Plan A Wealth LLC | 0.36% | Add +3.6% | 25,200 | $756K |
| Tred Avon Family Wealth, LLC | 0.25% | Reduce -12.9% | 25,190 | $755K |
| Investment Research Partners LLC | 0.30% | Add +5.2% | 24,824 | $744K |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.