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Disclosery

IX ORIX CORP

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ADR (ADR), issuer CIK 1070304

313 managers (317 13F filers) reported a position in IX shares at 2026-06-30, 37,301,766 shares in all. 60 filers opened a position and 23 filers sold out during the quarter.

Managers
313
13F filers
317
New
60
Added
146
Reduced
56
Sold out
23
Shares held by filers
37,301,766

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC6,033,914$230M0.01%+89,91113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,998,666$190M0.01%-8,54913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,225,609$123M0.01%+331,71713F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC1,822,511$69.3M1.23%-17,54713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding1,768,655$67.3M+703,018Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,356,665$51.6M0.01%+47,25713F-HRTimelineGroup
Cullen Capital Management, LLC1,220,846$46.4M0.46%+140,48513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,158,412$44.1M0.02%+196,01213F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…1,147,000$43.6M0.3%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,048,981$39.9M0.04%+278,38213F-HRTimelineGroup
Quantinno Capital Management LP1,038,092$39.5M0.05%+113,67713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.903,214$34.4M<0.01%-35,75313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding792,072$30.1M+281,004Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP654,254$25M0.01%+47,95413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO564,688$21.7M<0.01%+250,54613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN520,280$19.8M<0.01%+60,26713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC391,459$14.9M0.07%+100,38013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co382,934$14.6M<0.01%+30,86213F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC348,148$13.2M0.44%+12,77013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC280,804$10.7M<0.01%+108,75913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC271,060$10.3M<0.01%+61,50813F-HRTimelineGroup
Curi Capital, LLC219,971$8.33M0.13%+199,54913F-HRTimeline
Gilman Hill Asset Management, LLC199,365$7.58M1.04%-3,79213F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding181,922$6.92M-144,758Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO178,737$6.8M0.01%+19,20913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV175,597$6.68M0.01%+9,79713F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp173,045$6.58M<0.01%+18,56813F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …170,373$6.48M0.07%+9,83113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding169,574$6.45M+6,016Timeline
QRG CAPITAL MANAGEMENT, INC.166,395$6.33M0.05%+13,09213F-HRTimeline
Boston Common Asset Management, LLC165,949$6.31M0.37%-9,22313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC165,151$6.28M0.09%+7,69713F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…162,560$6.18M0.01%+92,11913F-HRTimeline
Crossmark Global Holdings, Inc.142,762$5.43M0.07%-1,47413F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC139,524$5.31M0.04%+4,82913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC131,236$4.99M0.01%+8,24413F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT128,737$4.9M0.07%+24,64013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA121,062$4.61M<0.01%+32,61213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC120,625$4.59M0.01%-2,73713F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…114,400$4.35M0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC112,461$4.28M0.03%+15,92013F-HRTimeline
MML INVESTORS SERVICES, LLC107,109$4.07M0.01%+40,73513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.106,698$4.06M0.25%+54,41313F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC105,134$4M0.08%+1,09613F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC93,617$3.56M0.22%+35013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\92,534$3.52M<0.01%+16,03813F-HRTimelineGroup
Vise Technologies, Inc.90,551$3.44M0.04%+23,56213F-HRTimeline
Mariner, LLCin group Mariner, LLC88,625$3.37M<0.01%+11,71813F-HRTimelineGroup
Henry James International Management In…88,169$3.35M1%-23,28613F-HRTimeline
Artemis Investment Management LLP85,561$3.25M0.03%new13F-HRTimeline
Qube Research & Technologies Ltd84,052$3.2M<0.01%+53,21213F-HRTimeline
LPL Financial LLC82,993$3.16M<0.01%+17,01113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…73,960$2.81M0.05%-31413F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC73,134$2.78M0.08%013F-HRTimeline
&PARTNERS72,570$2.75M0.01%+3,67413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP66,709$2.54M<0.01%+13513F-HRTimelineGroup
Lester Murray Antman dba SimplyRich66,449$2.53M0.6%+3,21513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC66,400$2.53M0.54%013F-HRTimeline
Advisors Asset Management, Inc.60,348$2.3M0.04%+3,44213F-HRTimeline
HighTower Advisors, LLC58,650$2.23M<0.01%-5,11713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,550$2.04M<0.01%+4,33913F-HRTimelineGroup
IEQ CAPITAL, LLC53,601$2.04M0.01%+2,24613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,651$2M<0.01%+5,99013F-HRTimelineGroup
Ativo Capital Management LLC51,144$1.95M1.49%-513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,987$1.9M<0.01%+22,68413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC48,379$1.84M<0.01%+3,97013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP45,724$1.74M<0.01%+3,11313F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC45,373$1.73M<0.01%+12,58513F-HRTimelineGroup
Sanctuary Advisors, LLC44,868$1.71M0.01%+21,53113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP42,137$1.6M<0.01%-98,61913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,851$1.52M<0.01%-17,34213F-HRTimelineGroup
RHUMBLINE ADVISERS39,754$1.51M<0.01%+2,10713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/38,623$1.47M<0.01%+12,61613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth37,940$1.44M<0.01%+3,35713F-HRTimelineGroup
Creative Planningin group Creative Planning37,467$1.43M<0.01%+5,01713F-HRTimelineGroup
GREENLEAF TRUST36,300$1.38M0.01%-1,07513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC35,442$1.35M<0.01%+15,49913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…34,416$1.31M<0.01%-1,30813F-HRTimelineGroup
Aaron Wealth Advisors LLC33,056$1.26M0.06%-94513F-HRTimeline
Cetera Investment Advisers32,926$1.25M<0.01%+5,31113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …32,215$1.24M<0.01%+2,47213F-HRTimelineGroup
Kathmere Capital Management, LLC32,308$1.23M0.07%+2,60313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP32,135$1.22M<0.01%013F-HRTimelineGroup
Caprock Group, LLC31,176$1.19M0.02%-1,06513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,883$1.18M0.01%+2,04313F-HRTimelineGroup
Ethic Inc.30,338$1.15M0.01%+12,38713F-HRTimeline
SYON CAPITAL LLC29,862$1.14M0.05%+1,27313F-HRTimeline
Dynasty Wealth Management, LLC29,371$1.12M0.01%+2,55413F-HRTimeline
TD Waterhouse Canada Inc.28,548$1.1M<0.01%new13F-HRTimeline
OneAscent Investment Solutions LLCin group OneAscent Financial Services …27,978$1.06M1.01%new13F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,960$1.06M0.01%013F-HRTimeline
Savant Capital, LLC31,155$1.06M<0.01%+12,67813F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC27,725$1.05M<0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.27,576$1.05M0.03%+13,42713F-HRTimeline
Investment Research Partners LLC27,303$1.04M0.35%+2,47913F-HRTimeline
Campbell & CO Investment Adviser LLC27,258$1.04M0.05%new13F-HRTimeline
Plan A Wealth LLC27,237$1.04M0.44%+2,03713F-HRTimeline
Sequoia Financial Advisors, LLC26,360$1M0.01%+37313F-HRTimeline
CHOREO, LLC26,330$1M0.01%+47213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,563$972K<0.01%+2,33013F-HRTimelineGroup
Compound Planning, Inc.25,465$969K0.03%+2,30513F-HRTimeline
Systematic Alpha Investments, LLC24,810$944K0.03%013F-HRTimeline
Atria Investments, Inc24,589$935K0.01%-1,43613F-HRTimeline
Savvy Advisors, Inc.24,548$934K0.02%+1,54913F-HRTimeline
TRED AVON FAMILY WEALTH, LLC24,015$914K0.28%-1,17513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,788$905K<0.01%+4,72513F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd22,885$871K0.01%-3,71013F-HRTimelineGroup
Venturi Wealth Management, LLC22,727$865K0.03%+2,45213F-HRTimeline
Nuveen, LLCin group TIAA22,021$838K<0.01%new13F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,467$817K<0.01%+12,38613F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC21,251$808K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC20,919$796K0.01%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC20,736$789K0.01%+3,98913F-HRTimelineGroup
Naviter Wealth, LLC20,456$778K0.07%+4,20813F-HRTimeline
Versant Capital Management, Inc20,175$767K0.07%-96113F-HRTimeline
Summit Trail Advisors, LLC18,666$710K0.01%-14813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management17,805$677K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC16,751$637K<0.01%+1,80213F-HRTimeline
SIGNATUREFD, LLC16,606$632K0.01%-313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,050$611K0.01%-2,95013F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,836$602K0.01%+54113F-HRTimeline
RNC CAPITAL MANAGEMENT LLC15,576$593K0.02%-42513F-HRTimeline
OpenArc Corporate Advisory, LLC15,476$589K0.01%+3,17913F-HRTimeline
JMN Financial LLC14,898$567K0.44%-1,91713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,894$567K<0.01%+2,56513F-HRTimeline
XPONANCE LLC14,828$564K<0.01%+6,61513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,423$549K<0.01%+9,01413F-HRTimelineGroup
Hardy Reed LLC14,335$545K0.04%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,418$540KnewTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,043$534K<0.01%+2,56713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC13,464$512K0.01%+5,00713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,440$511K<0.01%-3613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,444$502K<0.01%+4,51213F-HRTimeline
HRT FINANCIAL LP13,166$500K<0.01%-11,27213F-HRTimeline
Optas, LLC12,930$492K0.07%+9913F-HRTimeline
PDS Planning, Inc12,787$486K0.03%-713F-HRTimeline
BLAIR WILLIAM & CO/IL12,703$483K<0.01%new13F-HRTimeline
Independent Advisor Alliance12,677$482K0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC12,647$481K0.09%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,599$479K<0.01%+4,04413F-HRTimelineGroup
D'Orazio & Associates, Inc.12,546$477K0.06%+4,45713F-HRTimeline
Marks Group Wealth Management, Inc12,257$466K0.04%-3,86713F-HRTimeline
Janney Montgomery Scott LLC11,963$455K<0.01%+51513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,847$451K0.01%+83313F-HRTimelineGroup
Abel Hall, LLC11,596$441K0.08%+14913F-HRTimeline
Checchi Capital Advisers, LLC11,035$420K0.03%-78513F-HRTimeline
Net Worth Advisory Group11,034$420K0.11%-4713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.10,707$407K0.01%+28713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Wealth Planning Services, Inc.10,686$406K0.04%+8513F-HRTimeline
GAMMA Investing LLC10,439$397K0.01%+1,57913F-HRTimeline
Dorsey & Whitney Trust CO LLC10,347$394K0.02%+40913F-HRTimeline
Parallel Advisors, LLC10,337$393K0.01%+6513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.10,153$386K0.04%+92613F-HR/ATimeline
Smartleaf Asset Management LLC9,980$384K0.01%013F-HRTimeline
Aprio Wealth Management, LLC10,071$383K0.02%new13F-HRTimeline
WEALTH ALLIANCE, LLC9,760$371K0.03%+1,97413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,751$371K<0.01%+69013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC9,435$359K<0.01%+1,67013F-HRTimeline
Portside Wealth Group, LLC9,397$357K0.04%+2,25813F-HRTimeline
Mattson Financial Services, LLC8,865$353K0.07%+3813F-HRTimeline
Promethos Capital, LLC9,070$345K0.09%new13F-HRTimeline
Arax Advisory Partners8,866$337K<0.01%+8,15213F-HRTimeline
Strategic Global Advisors, LLC8,760$333K0.05%-24,06813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,758$333K<0.01%-39,46013F-HRTimelineGroup
Baron Wealth Management LLC8,584$327K0.08%new13F-HRTimeline
PALLADIEM, LLC8,568$326K0.32%-38913F-HRTimeline
Pure Financial Advisors, LLC8,411$320K<0.01%new13F-HRTimeline
Keebeck Wealth Management8,401$320K0.03%new13F-HRTimeline
Brown Financial Advisors8,248$314K0.11%-7413F-HRTimeline
Abacus Wealth Partners, LLC7,912$301K0.03%-4513F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.7,790$296K0.03%+57113F-HRTimelineGroup
EP Wealth Advisors, LLC7,743$295K<0.01%+98513F-HRTimeline
SAGE RHINO CAPITAL LLC7,735$294K0.05%-7013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,734$294K<0.01%-12,02713F-HRTimelineGroup
SmartHarvest Portfolios, LLC7,646$291K0.09%new13F-HRTimeline
OneDigital Investment Advisors LLC7,536$287K<0.01%new13F-HRTimeline
Sivia Capital Partners, LLC7,529$286K0.03%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP7,520$286K<0.01%-25,03713F-HRTimelineGroup
Merit Financial Group, LLC7,131$271K<0.01%new13F-HR/ATimeline
NewSquare Capital LLC7,034$268K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,032$267K<0.01%+2,08813F-HRTimeline
Ballentine Partners, LLC7,029$267K<0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.6,973$265K<0.01%-94913F-HRTimeline
EWA, LLC6,950$264K0.05%-3413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,608$251K<0.01%new13F-HRTimelineGroup
Narus Financial Partners, LLC6,500$247K0.06%new13F-HRTimeline
Perigon Wealth Management, LLC6,319$240K<0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC6,261$238K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC6,096$232K0.03%new13F-HRTimeline
Bridgewater Advisors Inc.5,725$229K0.01%+1113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,923$225K0.04%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/5,873$223K<0.01%new13F-HRTimeline
55 North Private Wealth, LLC5,610$213K0.04%new13F-HRTimeline
Clearstead Advisors, LLC5,362$204K<0.01%-5,36213F-HRTimeline
Icon Wealth Advisors, LLC5,337$203K0.01%new13F-HRTimeline
NORDEN GROUP LLC5,271$201K0.02%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,727$180K<0.01%+2,43313F-HRTimelineGroup
Farther Finance Advisors, LLC3,894$148K<0.01%+29113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,703$141K<0.01%-35813F-HRTimelineGroup
Integrated Wealth Concepts LLC3,581$136K<0.01%new13F-HRTimeline