Skip to content
Disclosery

IX ORIX CORP

Follow

ADR (ADR), issuer CIK 1070304

280 managers (283 13F filers) reported a position in IX shares at 2026-03-31, 34,063,272 shares in all. 60 filers opened a position and 17 filers sold out during the quarter.

Managers
280
13F filers
283
New
60
Added
135
Reduced
31
Sold out
17
Shares held by filers
34,063,272

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Arax Advisory Partners714$21.4K<0.01%-1,33413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…694$20.8K<0.01%+27713F-HRTimelineGroup
Advisory Services Network, LLC694$20.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc654$19.6K<0.01%+15913F-HRTimeline
True Wealth Design, LLC611$18.3K0.01%+9513F-HRTimeline
BAYBAN590$17.7K0.02%013F-HRTimeline
Sound Income Strategies, LLC544$16.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.513$15.3K<0.01%+37313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC502$15.1K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC475$15K<0.01%-27513F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.500$15K0.01%013F-HRTimeline
Financial Management Professionals, Inc.483$14.5K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT475$14.2K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc456$13.7K<0.01%+22113F-HRTimeline
PRIVATE TRUST CO NA413$12.4K<0.01%+14513F-HRTimeline
MATHER GROUP, LLC.403$12.1K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC402$12K<0.01%-45013F-HRTimelineGroup
Trifecta Capital Advisors, LLC400$12K<0.01%new13F-HRTimeline
LRI Investments, LLC372$11.2K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…344$10.3K<0.01%+8413F-HRTimeline
Lloyd Advisory Services, LLC.328$9.84K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.328$9.84K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC320$9.6K<0.01%013F-HR/ATimeline
Whipplewood Advisors, LLC320$9.6K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC300$9K<0.01%+3513F-HRTimeline
Root Financial Partners, LLC300$9K<0.01%-4213F-HRTimeline
Physician Wealth Advisors, Inc.290$8.7K<0.01%013F-HRTimeline
SHP Wealth Management278$8.36K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO245$7.35K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust245$7.35K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC237$7.11K0.01%013F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.216$6.47K<0.01%+13513F-HRTimeline
Dogwood Wealth Management LLC205$6.15K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC205$6.15K<0.01%+4413F-HRTimeline
MANNING & NAPIER ADVISORS LLC199$5.8K<0.01%+4013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC185$5.55K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.175$5.25K<0.01%013F-HRTimeline
CVA Family Office, LLC168$5.04K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…160$4.8K<0.01%013F-HRTimeline
American Capital Advisory, LLC145$4.35K<0.01%+12513F-HRTimeline
Principia Wealth Advisory, LLC140$4.2K<0.01%+3413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV135$4.05K<0.01%013F-HRTimeline
RMG Wealth Management LLC103$3.78K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$3.78K<0.01%013F-HRTimeline
North Star Investment Management Corp.125$3.75K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC116$3.48K<0.01%013F-HRTimeline
JNBA Financial Advisors109$3.27K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC97$2.91K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.93$2.79K<0.01%+6813F-HRTimelineGroup
IMA Advisory Services, Inc.85$2.55K<0.01%-813F-HRTimeline
JPL Wealth Management, LLC80$2.4K<0.01%new13F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC77$2.31K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.76$2.28K<0.01%013F-HRTimeline
Independence Bank of Kentucky70$2.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.70$2.1K<0.01%013F-HRTimeline
Nemes Rush Group LLC67$2.01K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.57$1.71K<0.01%+1513F-HRTimeline
Burk Holdings LLC57$1.71K<0.01%new13F-HRTimeline
Essential Partners LLC52$1.56K<0.01%+1013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.48$1.44K<0.01%+2713F-HRTimeline
Retirement Wealth Solutions LLC47$1.41K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC43$1.29K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.40$1.2K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…35$1.05K<0.01%013F-HRTimeline
Grove Bank & Trust35$1.05K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC35$1.05K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC35$1.05K<0.01%013F-HRTimeline
CX Institutional50$1K<0.01%-4513F-HRTimeline
Cornerstone Planning Group LLC30$997<0.01%013F-HRTimeline
WPG Advisers, LLC23$690<0.01%new13F-HRTimeline
Bogart Wealth, LLC20$600<0.01%013F-HRTimeline
Abound Wealth Management20$600<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.19$570<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC14$405<0.01%-6513F-HRTimeline
Triumph Capital Management13$390<0.01%new13F-HRTimeline
Kilter Group LLC13$390<0.01%+513F-HRTimeline
Cassaday & Co Wealth Management LLC10$300<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC9$259<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6$180<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP5$150<0.01%013F-HRTimeline