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Disclosery

IX ORIX CORP

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ADR (ADR), issuer CIK 1070304

189 managers (190 13F filers) reported a position in IX shares at 2024-12-31, 4,817,166 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
189
13F filers
190
New
21
Added
76
Reduced
52
Sold out
14
Shares held by filers
4,817,166

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,022,868$109M0.01%-6,35413F-HR/ATimelineGroup
FMR LLCin group FMR LLC762,757$81M<0.01%+115,06813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/424,770$45.1M<0.01%+5,30113F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC346,220$36.8M0.88%+2,22413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP213,971$22.7M<0.01%+82,52913F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…211,780$22.5M0.2%+14,14013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.187,591$19.9M<0.01%-7,62713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN158,296$16.8M<0.01%-17,61913F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…91,600$9.73M0.02%+44,20013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC85,114$9.04M0.01%+1,06413F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC80,704$8.57M0.35%+2,50513F-HRTimeline
Henry James International Management In…55,773$5.92M2.13%+1,21813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.54,607$5.8M0.06%+1,17813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC49,471$5.26M0.04%-3,63613F-HRTimeline
Quantinno Capital Management LP45,376$4.82M0.05%+10,17613F-HRTimeline
Boston Common Asset Management, LLC45,074$4.79M0.14%-3,44513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …41,283$4.38M0.01%+23,59513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,824$4.23M0.01%+29413F-HRTimelineGroup
Gilman Hill Asset Management, LLC36,590$3.89M0.68%+2,77513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,163$3.74M0.01%-4,27113F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …34,240$3.64M<0.01%-10,20413F-HRTimelineGroup
Crossmark Global Holdings, Inc.32,806$3.48M0.06%+4,08413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding29,156$3.1M+3,520Timeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC28,780$3.06M0.05%+10113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co27,859$2.96M<0.01%+1,65013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,548$2.93M0.01%-5513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO22,715$2.41M<0.01%+36713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,181$2.25M<0.01%+47413F-HRTimelineGroup
Wambolt & Associates, LLC20,742$2.2M0.71%-81813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,657$2.05M<0.01%-1,71313F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC17,920$1.9M0.18%+713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,641$1.87M0.06%-50513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,386$1.85M<0.01%new13F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.16,641$1.76M0.16%+1,79113F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC14,500$1.54M0.42%-5,90013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,424$1.53M<0.01%+31013F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …13,663$1.45M0.21%13F-HRTimeline
WHITTIER TRUST CO13,655$1.45M0.02%+4,55713F-HRTimeline
Mariner, LLCin group Mariner, LLC13,536$1.44M<0.01%-3,49813F-HRTimelineGroup
Callan Capital, LLC11,658$1.24M0.09%-2,29813F-HRTimeline
Ativo Capital Management LLC11,629$1.24M1.23%-20013F-HRTimeline
Orion Porfolio Solutions, LLC11,353$1.21M0.01%+3,17013F-HRTimeline
Orion Portfolio Solutions, LLC11,353$1.21M0.01%+3,17013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP10,771$1.14M<0.01%013F-HRTimelineGroup
RHUMBLINE ADVISERS10,648$1.13M<0.01%-913F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,233$1.09M<0.01%+2,88013F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments10,046$1.07M0.07%new13F-HRTimelineGroup
HighTower Advisors, LLC9,770$1.04M<0.01%+2,82213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,183$976K<0.01%+6,97813F-HRTimelineGroup
GREENLEAF TRUST8,750$930K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,732$929K<0.01%+13113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,353$887K<0.01%+2,46513F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC8,287$880K0.06%new13F-HRTimelineGroup
Campbell & CO Investment Adviser LLC8,280$880K0.07%+5,55413F-HRTimeline
Laird Norton Wetherby Wealth Management…8,235$875K0.04%-86013F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA8,139$865K0.12%13F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC7,894$839K0.21%-14213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,776$826K<0.01%+1,74213F-HRTimelineGroup
Advisors Asset Management, Inc.7,672$815K0.02%+19813F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,637$811K<0.01%-2,52513F-HRTimelineGroup
&PARTNERS7,058$759K0.01%+2,88113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,908$734K<0.01%+21113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,612$702K<0.01%+2,46313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,535$694K<0.01%new13F-HRTimelineGroup
Henshaw Capital LLC6,444$685K0.03%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP6,427$683K<0.01%-22013F-HRTimelineGroup
Lester Murray Antman dba SimplyRich6,210$659K0.19%-6913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,914$628K<0.01%-12,83213F-HRTimelineGroup
Vise Technologies, Inc.5,668$602K0.05%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,000$531K<0.01%new13F-HRTimelineGroup
Kathmere Capital Management, LLC5,000$531K0.05%-22513F-HRTimeline
Systematic Alpha Investments, LLC4,962$527K0.02%013F-HRTimeline
Creative Planningin group Creative Planning4,922$523K<0.01%+24613F-HRTimelineGroup
Strategic Global Advisors, LLC4,622$491K0.09%+1113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,594$488K<0.01%+24613F-HRTimelineGroup
Sequoia Financial Advisors, LLC4,536$482K<0.01%+27313F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,484$476K<0.01%-2,09113F-HRTimelineGroup
Caprock Group, LLC4,419$469K0.02%+14813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,375$465K0.04%+12913F-HR/ATimeline
Aaron Wealth Advisors LLC4,188$445K0.05%+25913F-HRTimeline
MML INVESTORS SERVICES, LLC3,847$409K<0.01%+54913F-HRTimeline
TOWNSQUARE CAPITAL LLC3,734$397K<0.01%+71813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC3,730$396K<0.01%013F-HRTimeline
SIGNATUREFD, LLC3,627$385K0.01%-44313F-HRTimeline
FINANCIAL COUNSELORS INC3,626$385K0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,615$385K<0.01%-32313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,460$368K<0.01%+81113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,437$365K<0.01%+53713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,316$352K<0.01%-23813F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,212$341K<0.01%-2,28713F-HRTimelineGroup
First Affirmative Financial Network3,198$340K0.2%+313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,141$334K<0.01%+30013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC3,036$323K0.01%+1,59813F-HRTimeline
CHOREO, LLC2,937$313K<0.01%-46913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,941$312K<0.01%13F-HR/ATimelineGroup
LAKE STREET ADVISORS GROUP, LLC2,866$304K0.01%+4513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,762$293K<0.01%-4213F-HRTimelineGroup
Savvy Advisors, Inc.2,692$286K0.03%new13F-HRTimeline
Hardy Reed LLC2,685$285K0.03%013F-HRTimeline
LPL Financial LLC2,648$281K<0.01%+86713F-HRTimeline
Compound Planning, Inc.2,588$275K0.01%-18813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,567$273K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,554$271K0.02%+1813F-HRTimeline
RNC CAPITAL MANAGEMENT LLC2,550$271K0.01%-7513F-HRTimeline
Checchi Capital Advisers, LLC2,441$259K0.02%+1313F-HRTimeline
Net Worth Advisory Group2,432$258K0.08%-5613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,380$253K<0.01%new13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC2,225$236K0.01%+19713F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,224$236K0.01%+4313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,159$229K<0.01%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,132$226K<0.01%new13F-HRTimelineGroup
Ballentine Partners, LLC2,090$222K<0.01%+7613F-HRTimeline
Ethic Inc.2,038$216K<0.01%-2,33713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,980$210K<0.01%+3713F-HRTimelineGroup
Gitterman Wealth Management, LLC1,927$205K0.09%+16213F-HRTimeline
PDS Planning, Inc1,913$203K0.02%-31613F-HRTimeline
Parallel Advisors, LLC1,847$196K<0.01%+613F-HRTimeline
Knights of Columbus Asset Advisors LLC1,630$173K0.01%013F-HRTimeline
Aquatic Capital Management LLC1,410$150K<0.01%+1,31013F-HRTimeline
GAMMA Investing LLC1,288$137K0.01%-24513F-HRTimeline
Smartleaf Asset Management LLC1,274$136K0.01%+94113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,257$134K<0.01%+14513F-HR/ATimelineGroup
SG Americas Securities, LLC1,157$123K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC884$94K<0.01%-5313F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK880$93.5K<0.01%-1313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB675$71.7K<0.01%-1213F-HRTimeline
Cromwell Holdings LLC610$64.8K0.04%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.537$57K0.01%-8013F-HRTimeline
Farther Finance Advisors, LLC467$49.6K<0.01%+213F-HRTimeline
WealthCollab, LLC333$35.4K0.02%+2413F-HRTimeline
Lindbrook Capital, LLC332$35.3K<0.01%013F-HRTimeline
Avior Wealth Management, LLC282$30K<0.01%-913F-HRTimeline
Financial Management Professionals, Inc.269$28.6K<0.01%+6513F-HRTimeline
Bruce G. Allen Investments, LLC260$27.6K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC242$25.7K<0.01%-513F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH234$24.9K0.01%013F-HRTimeline
Blue Trust, Inc.219$23.3K<0.01%-4,38013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…198$21K<0.01%-40913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…179$19K<0.01%+16913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC175$19K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.177$18.8K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc171$18.2K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC167$17.7K<0.01%+8813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…151$16K<0.01%+1513F-HRTimelineGroup
Allworth Financial LP142$15K<0.01%+2313F-HRTimeline
SIERRA OCEAN, LLC128$13.6K0.01%13F-HRTimeline
Whipplewood Advisors, LLC125$13.3K0.01%13F-HRTimeline
R Squared Ltd100$10.6K0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT95$10.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc95$10.1K<0.01%+113F-HRTimeline
Global Financial Private Client, LLC85$9.03K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…74$7.86K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.72$7.45K<0.01%-7213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68$7.22K<0.01%+5213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC62$7K<0.01%+4313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…65$6.89K<0.01%-1313F-HRTimeline
NewEdge Advisors, LLC64$6.8K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.58$6.16K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC53$6K<0.01%013F-HRTimeline
Addison Advisors LLC53$5.63K<0.01%-24613F-HRTimeline
MATHER GROUP, LLC.53$5.63K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.47$4.99K<0.01%013F-HRTimeline
Creekmur Asset Management LLC42$4.46K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$3.93K<0.01%013F-HRTimeline
Continuum Advisory, LLC37$3.93K<0.01%013F-HRTimeline
NewSquare Capital LLC36$3.82K<0.01%new13F-HRTimeline
Zions Bancorporation, N.A.35$3.72K<0.01%-9513F-HRTimeline
Van Hulzen Asset Management, LLC34$3.61K<0.01%new13F-HRTimeline
CVA Family Office, LLC34$3.61K<0.01%013F-HRTimeline
Atala Financial Inc31$3.29K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc28$2.98K<0.01%-513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27$2.87K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…26$2.77K<0.01%013F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC26$2.76K<0.01%013F-HRTimeline
MAI Capital Management26$2.71K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23$2.44K<0.01%013F-HRTimeline
Global Retirement Partners, LLC18$1.91K<0.01%-2513F-HRTimeline
Advantage Trust Co16$1.7K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC13$1.38K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.13$1.38K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.10$1.06K<0.01%013F-HRTimeline
Clean Yield Group9$956<0.01%013F-HRTimeline
Golden State Wealth Management, LLC7$744<0.01%13F-HRTimeline
Clearstead Advisors, LLC6$638<0.01%new13F-HRTimeline
Abound Wealth Management6$638<0.01%-313F-HRTimeline
Cornerstone Planning Group LLC6$636<0.01%+313F-HRTimeline
Mendota Financial Group, LLC4$425<0.01%-413F-HRTimeline
Brooklyn Investment Group1$107<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC2$00%13F-HRTimelineValue filed as zero, left out of ratios.