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Disclosery

IX ORIX CORP

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ADR (ADR), issuer CIK 1070304

239 managers (241 13F filers) reported a position in IX shares at 2025-12-31, 26,832,101 shares in all. 42 filers opened a position and 25 filers sold out during the quarter.

Managers
239
13F filers
241
New
42
Added
92
Reduced
52
Sold out
25
Shares held by filers
26,832,101

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MANNING & NAPIER ADVISORS LLC159$4.68K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…160$4.67K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.140$4.09K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV135$3.94K<0.01%013F-HRTimeline
North Star Investment Management Corp.125$3.65K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC116$3.39K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$3.36K<0.01%013F-HRTimeline
JNBA Financial Advisors109$3.19K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC106$3.1K<0.01%-713F-HRTimeline
CX Institutional95$3K<0.01%+4513F-HRTimeline
IMA Advisory Services, Inc.93$2.72K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC87$2.54K<0.01%-1813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.81$2.36K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC79$2.29K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.76$2.22K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…75$2.19K<0.01%+913F-HRTimelineGroup
Independence Bank of Kentucky70$2.04K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.70$2.04K<0.01%013F-HRTimeline
Nemes Rush Group LLC67$1.96K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.42$1.23K<0.01%new13F-HRTimeline
Essential Partners LLC42$1.23K<0.01%+213F-HRTimeline
First Command Advisory Services, Inc.40$1.17K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…35$1.02K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC35$1.02K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC35$1.02K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC30$910<0.01%+2413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC30$877<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.25$731<0.01%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.21$614<0.01%new13F-HRTimeline
Abound Wealth Management20$585<0.01%013F-HRTimeline
American Capital Advisory, LLC20$585<0.01%-413F-HRTimeline
Bogart Wealth, LLC20$584<0.01%-10013F-HRTimeline
Godfrey Financial Associates, Inc.19$555<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14$409<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC9$252<0.01%new13F-HRTimeline
Kilter Group LLC8$234<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP5$147<0.01%new13F-HRTimeline
CENTRAL TRUST Co5$146<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp4$117<0.01%new13F-HRTimeline