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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
Cromwell Holdings LLC3,050$116K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,508$95.4K0.01%+1,12613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,316$88.1K<0.01%+55313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,104$80K<0.01%-2,81513F-HRTimelineGroup
Salomon & Ludwin, LLC1,940$74.5K0.01%-16513F-HRTimeline
Allworth Financial LP1,850$70.4K<0.01%+16713F-HRTimeline
WealthCollab, LLC1,823$69.3K0.03%013F-HRTimeline
Horizon Investments, LLC1,821$69.3K<0.01%-89913F-HRTimeline
Brentview Investment Management LLC1,760$67K0.03%013F-HRTimeline
Ares Financial Consulting, LLC1,490$56.7K0.04%013F-HRTimeline
Bruce G. Allen Investments, LLC1,464$55.7K0.04%-8113F-HRTimeline
Larson Financial Group LLC1,313$49.9K<0.01%+24713F-HRTimeline
Owl Creek Wealth Partners LLC1,304$49.6K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,246$47.4K<0.01%+1,00113F-HRTimelineGroup
Blue Trust, Inc.1,223$46.5K<0.01%+113F-HRTimeline
Quantum Portfolio Management LLC984$37.4K0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$36.7K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.905$34.4K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC894$34K<0.01%+88513F-HRTimeline
UMB Bank, n.a.740$28.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Wealth Design, LLC708$26.9K0.01%+9713F-HRTimeline
IFP Advisors, Inc654$24.9K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…622$23.7K<0.01%-7213F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC604$23K0.01%new13F-HRTimeline
BAYBAN590$22.4K0.02%013F-HRTimeline
Silver Grove Financial Group, Inc.522$19.8K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.500$19K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.489$18.6K<0.01%-2413F-HRTimeline
Financial Management Professionals, Inc.483$18.4K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT475$18.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA474$18K<0.01%+6113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC475$18K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…465$17.7K<0.01%+12113F-HRTimeline
Bell Investment Advisors, Inc456$17.3K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC425$16.2K<0.01%+2513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC402$16K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.403$15.3K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC394$15K0.01%+15713F-HR/ATimeline
LRI Investments, LLC372$14.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC320$12.2K<0.01%013F-HRTimeline
GW&K Investment Management, LLC305$12K<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.303$11.5K<0.01%+1313F-HRTimeline
SHP Wealth Management279$10.6K<0.01%+113F-HRTimeline
Signature Equity Partners, LLC262$9.97K<0.01%+5713F-HRTimeline
Pinnacle Bancorp, Inc.243$9.24K<0.01%+6813F-HRTimeline
Dogwood Wealth Management LLC241$9.17K<0.01%+3613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.235$8.93K<0.01%+14213F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC212$8.06K<0.01%+2713F-HRTimeline
MANNING & NAPIER ADVISORS LLC188$7.22K<0.01%-1113F-HRTimeline
First Command Advisory Services, Inc.185$7.04K<0.01%+14513F-HRTimeline
CVA Family Office, LLC168$6.39K<0.01%013F-HRTimeline
Essential Partners LLC168$6.39K<0.01%+11613F-HRTimeline
Continuum Advisory, LLC161$6.12K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…160$6.09K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC159$6.05K<0.01%+1913F-HRTimeline
Aventura Private Wealth, LLC159$6.05K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC153$5.82K<0.01%+10613F-HRTimeline
IMA Advisory Services, Inc.136$5.17K<0.01%+5113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV135$5.13K<0.01%013F-HRTimeline
North Star Investment Management Corp.125$4.75K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC116$4.41K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$4.38K<0.01%013F-HRTimeline
JNBA Financial Advisors109$4.15K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.107$4.07K<0.01%+5013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.106$4.03K<0.01%+5813F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC106$4.03K<0.01%+2913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS99$3.73K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC97$3.69K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC80$3.04K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC80$3.04K<0.01%new13F-HRTimeline
Quent Capital, LLC75$2.85K<0.01%new13F-HRTimeline
Manchester Capital Management LLC70$2.66K<0.01%-72013F-HRTimeline
Independence Bank of Kentucky70$2.66K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.70$2.66K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.70$2.66K<0.01%-613F-HRTimeline
Nemes Rush Group LLC67$2.55K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC65$2.47K<0.01%new13F-HRTimeline
Burk Holdings LLC57$2.17K<0.01%013F-HRTimeline
Crewe Advisors LLC54$2.06K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC54$2.05K<0.01%+1113F-HRTimeline
WPG Advisers, LLC54$2.05K<0.01%+3113F-HRTimeline
CX Institutional50$2K<0.01%013F-HRTimeline
Synergy Investment Management, LLC50$1.96K<0.01%new13F-HRTimeline
Highland Investment Advisors LLC51$1.94K<0.01%13F-HRTimeline
American Capital Advisory, LLC48$1.83K<0.01%-9713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…47$1.79K<0.01%+1213F-HRTimeline
Grove Bank & Trust45$1.71K<0.01%+1013F-HRTimeline
MOTCO43$1.64K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.36$1.37K<0.01%new13F-HRTimeline
IFG Advisory, LLC35$1.33K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC35$1.33K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC35$1.33K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC30$1.22K<0.01%013F-HRTimeline
Asset Dedication, LLC31$1.18K<0.01%new13F-HRTimeline
Bogart Wealth, LLC30$1.14K<0.01%+1013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC27$1.04K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC25$1K<0.01%new13F-HR/ATimeline
CoreCap Advisors, LLC26$989<0.01%new13F-HRTimeline
CENTRAL TRUST Co23$875<0.01%new13F-HRTimeline
Abound Wealth Management19$723<0.01%-113F-HRTimeline
Godfrey Financial Associates, Inc.19$723<0.01%013F-HRTimeline
Kilter Group LLC17$647<0.01%+413F-HRTimeline
Bare Financial Services, Inc15$571<0.01%new13F-HRTimeline
Stone House Investment Management, LLC14$533<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC14$514<0.01%013F-HRTimeline
Triumph Capital Management13$495<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC10$381<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC10$380<0.01%new13F-HRTimeline
Monetary Solutions, Ltd10$380<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.5$205<0.01%new13F-HRTimeline
Mosley Wealth Management5$190<0.01%new13F-HRTimeline
Caitong International Asset Management …3$114<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1$38<0.01%13F-HRTimelineGroup