Skip to content
Disclosery

IX ORIX CORP

Follow

ADR (ADR), issuer CIK 1070304

192 managers (192 13F filers) reported a position in IX shares at 2025-03-31, 24,796,695 shares in all. 24 filers opened a position and 20 filers sold out during the quarter.

Managers
192
13F filers
192
New
24
Added
159
Reduced
5
Sold out
20
Shares held by filers
24,796,695

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY4,954,363$103M0.01%+3,931,49513F-HRTimelineGroup
FMR LLCin group FMR LLC3,996,176$83.5M0.01%+3,233,41913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,254,432$47.1M<0.01%+1,829,66213F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC1,727,984$36.1M0.85%+1,381,76413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,070,093$22.4M<0.01%+856,12213F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…1,058,900$22.1M0.2%+847,12013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.922,470$19.3M<0.01%+734,87913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN713,265$14.9M<0.01%+554,96913F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…631,500$13.2M0.03%+539,90013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC467,365$9.76M0.01%+382,25113F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC397,500$8.3M0.34%+316,79613F-HRTimeline
Boston Common Asset Management, LLC283,088$5.91M0.18%+238,01413F-HRTimeline
Henry James International Management In…278,869$5.83M1.99%+223,09613F-HRTimeline
Quantinno Capital Management LP255,747$5.34M0.03%+210,37113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.247,085$5.16M0.05%+192,47813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC242,372$5.06M0.04%+192,90113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …240,475$5.01M0.01%+199,19213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …207,710$4.34M<0.01%+173,47013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC203,967$4.26M<0.01%+197,43213F-HRTimelineGroup
Gilman Hill Asset Management, LLC195,964$4.09M0.71%+159,37413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers175,847$3.67M0.01%+136,02313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV165,744$3.46M0.01%+130,58113F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC155,816$3.26M0.05%+127,03613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding148,222$3.1M+119,066Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co145,592$3.04M<0.01%+117,73313F-HR/ATimelineGroup
Crossmark Global Holdings, Inc.134,339$2.81M0.05%+101,53313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC132,802$2.77M0.01%+114,14513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO120,578$2.52M<0.01%+97,86313F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC118,780$2.48M0.01%+91,23213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.113,830$2.38M<0.01%+104,64713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp112,927$2.36M<0.01%+91,74613F-HRTimelineGroup
Wambolt & Associates, LLC106,352$2.22M0.75%+85,61013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.97,618$2.04M0.19%+80,97713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC96,454$2.01M<0.01%+82,03013F-HR/ATimelineGroup
NAPLES GLOBAL ADVISORS, LLC91,601$1.93M0.18%+73,68113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,609$1.91M<0.01%+81,37613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT83,424$1.74M0.05%+65,78313F-HRTimeline
WHITTIER TRUST CO76,311$1.59M0.02%+62,65613F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC72,500$1.51M0.4%+58,00013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP71,328$1.49M<0.01%+53,94213F-HRTimelineGroup
Campbell & CO Investment Adviser LLC71,034$1.48M0.11%+62,75413F-HRTimeline
Callan Capital, LLC69,576$1.45M0.11%+57,91813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …67,287$1.41M0.2%+53,62413F-HRTimeline
Mariner, LLCin group Mariner, LLC58,871$1.23M<0.01%+45,33513F-HRTimelineGroup
Ativo Capital Management LLC57,653$1.2M1.03%+46,02413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/56,000$1.17M<0.01%+51,00013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC55,190$1.15M0.04%+52,63613F-HRTimeline
Henshaw Capital LLC54,585$1.14M0.05%+48,14113F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP53,935$1.13M<0.01%+43,16413F-HRTimelineGroup
Curi Capital, LLC52,803$1.1M0.03%new13F-HRTimeline
&PARTNERS49,835$1.08M0.01%+42,77713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC50,189$1.05M0.28%+42,29513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC44,547$931K<0.01%+36,19413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\44,073$921K<0.01%+36,29713F-HRTimelineGroup
GREENLEAF TRUST43,750$914K0.01%+35,00013F-HRTimeline
RHUMBLINE ADVISERS43,196$902K<0.01%+32,54813F-HR/ATimeline
Orion Porfolio Solutions, LLC42,663$891K0.01%+31,31013F-HRTimeline
Orion Portfolio Solutions, LLC42,663$891K0.01%+31,31013F-HR/ATimeline
HighTower Advisors, LLC42,512$888K<0.01%+32,74213F-HRTimeline
Advisors Asset Management, Inc.39,447$824K0.02%+31,77513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,081$796K<0.01%+29,34913F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…36,580$764K<0.01%+28,94313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…34,346$717K<0.01%+27,43813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP32,135$671K<0.01%+25,70813F-HRTimelineGroup
Lester Murray Antman dba SimplyRich31,448$656K0.19%+25,23813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC29,430$615K<0.01%+23,51613F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC28,885$603K0.05%+20,59813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,690$599K<0.01%+25,25313F-HRTimelineGroup
Kathmere Capital Management, LLC26,855$561K0.05%+21,85513F-HRTimeline
Systematic Alpha Investments, LLC24,810$518K0.02%+19,84813F-HRTimeline
Qube Research & Technologies Ltd24,131$504K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning24,034$502K<0.01%+19,11213F-HRTimelineGroup
Caprock Group, LLC23,675$495K0.02%+19,25613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC23,243$485K0.01%+20,20713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC23,025$481K0.04%+18,65013F-HR/ATimeline
Strategic Global Advisors, LLC22,604$472K0.09%+17,98213F-HRTimeline
Aaron Wealth Advisors LLC22,057$461K0.05%+17,86913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,924$437K<0.01%+16,44013F-HRTimelineGroup
Sequoia Financial Advisors, LLC20,505$428K<0.01%+15,96913F-HRTimeline
Trexquant Investment LP20,393$426K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,585$409K<0.01%+15,97013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA19,364$405K<0.01%+16,60213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,037$398K<0.01%+15,19013F-HRTimeline
SIGNATUREFD, LLC18,156$379K0.01%+14,52913F-HRTimeline
TOWNSQUARE CAPITAL LLC17,617$368K<0.01%+13,88313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,700$349K<0.01%+13,75913F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments16,423$343K0.02%+6,37713F-HRTimelineGroup
CHOREO, LLC16,084$336K0.01%+13,14713F-HRTimeline
Compound Planning, Inc.15,861$331K0.02%+13,27313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources15,799$330K<0.01%+12,65813F-HRTimelineGroup
Versant Capital Management, Inc15,799$330K0.06%+15,62813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,200$318K<0.01%+12,82013F-HRTimelineGroup
LPL Financial LLC15,084$315K<0.01%+12,43613F-HRTimeline
Savvy Advisors, Inc.15,080$315K0.03%+12,38813F-HRTimeline
First Affirmative Financial Network14,712$307K0.19%+11,51413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC14,095$294K<0.01%+10,77913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC13,668$286K<0.01%+9,07413F-HRTimelineGroup
Checchi Capital Advisers, LLC13,605$284K0.02%+11,16413F-HRTimeline
Hardy Reed LLC13,425$280K0.02%+10,74013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,400$280K0.05%new13F-HRTimelineGroup
FINANCIAL COUNSELORS INC13,087$273K<0.01%+9,46113F-HRTimeline
RNC CAPITAL MANAGEMENT LLC12,770$267K0.01%+10,22013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,605$263K0.01%new13F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO11,839$247K0.01%+9,61513F-HRTimelineGroup
Net Worth Advisory Group11,522$241K0.08%+9,09013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,319$236K<0.01%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC11,300$236K<0.01%+7,57013F-HRTimeline
UBS Group AGin group UBS Group AG11,080$231K<0.01%+7,86813F-HRTimelineGroup
PDS Planning, Inc10,849$227K0.02%+8,93613F-HRTimeline
Ethic Inc.10,821$225K<0.01%+8,78313F-HRTimeline
Dorsey & Whitney Trust CO LLC10,588$221K0.01%+8,36313F-HRTimeline
Ballentine Partners, LLC10,250$214K<0.01%+8,16013F-HRTimeline
Gitterman Wealth Management, LLC9,824$205K0.05%+7,89713F-HRTimeline
Parallel Advisors, LLC9,235$193K<0.01%+7,38813F-HRTimeline
Knights of Columbus Asset Advisors LLC7,774$162K0.01%+6,14413F-HRTimeline
Smartleaf Asset Management LLC7,374$156K0.02%+6,10013F-HRTimeline
SG Americas Securities, LLC5,773$121K<0.01%+4,61613F-HRTimeline
GAMMA Investing LLC5,708$119K0.01%+4,42013F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,101$107K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,929$103K<0.01%+4,04913F-HRTimelineGroup
Geneos Wealth Management Inc.4,115$86K<0.01%+4,06813F-HRTimeline
CWM, LLCin group CWM, LLC3,953$83K<0.01%+3,06913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,295$68.8K<0.01%+2,62013F-HRTimeline
Cromwell Holdings LLC3,050$63.7K0.04%+2,44013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,830$59.1K0.01%+2,29313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,283$48K<0.01%+2,22113F-HRTimelineGroup
WealthCollab, LLC1,907$39.8K0.02%+1,57413F-HRTimeline
Brentview Investment Management LLC1,760$36.8K0.02%new13F-HRTimeline
Wayfinding Financial, LLC1,642$34K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,563$32.6K<0.01%+1,09613F-HRTimeline
Lindbrook Capital, LLC1,500$31.3K<0.01%+1,16813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,340$28K<0.01%+1,18913F-HRTimelineGroup
Brooklyn Investment Group1,329$27.8K0.01%+1,32813F-HRTimeline
Bruce G. Allen Investments, LLC1,270$26.5K0.02%+1,01013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC242$25.7K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,215$25.4K<0.01%-4213F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,170$24.4K0.01%+93613F-HRTimeline
Blue Trust, Inc.1,085$22.7K<0.01%+86613F-HRTimeline
Financial Management Professionals, Inc.922$19.3K<0.01%+65313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…894$18.7K<0.01%+69613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP880$18.6K<0.01%+81213F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC875$18K<0.01%+70013F-HRTimelineGroup
UMB Bank, n.a.835$17.4K<0.01%+65813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP614$12.5K<0.01%+47213F-HRTimeline
IFP Advisors, Inc521$10.9K<0.01%+42613F-HRTimeline
ALBION FINANCIAL GROUP /UT475$9.92K<0.01%+38013F-HRTimeline
Global Financial Private Client, LLC425$8.88K<0.01%+34013F-HRTimeline
SIERRA OCEAN, LLC380$7.94K0.01%+25213F-HRTimeline
NewSquare Capital LLC365$7.62K<0.01%+32913F-HRTimeline
Steward Partners Investment Advisory, L…355$7.42K<0.01%+28113F-HRTimeline
Whipplewood Advisors, LLC25$7.31K0.01%-10013F-HRTimeline
NewEdge Advisors, LLC320$6.68K<0.01%+25613F-HRTimeline
Physician Wealth Advisors, Inc.290$6.06K<0.01%+23213F-HRTimeline
GW&K Investment Management, LLC265$6K<0.01%+21213F-HRTimeline
Addison Advisors LLC265$5.54K<0.01%+21213F-HRTimeline
MATHER GROUP, LLC.260$5.43K<0.01%+20713F-HRTimeline
Parkside Financial Bank & Trust245$5.12K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV210$4.39K<0.01%+18313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.206$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Investment Advisors, Inc189$3.95K<0.01%+16113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC185$3.87K<0.01%+14813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…175$3.66K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.175$3.66K<0.01%new13F-HRTimeline
CVA Family Office, LLC170$3.55K<0.01%+13613F-HRTimeline
Atala Financial Inc155$3.24K<0.01%+12413F-HRTimeline
Arax Advisory Partners145$3.03K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA130$2.72K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$2.4K<0.01%+9213F-HRTimeline
Tortoise Investment Management, LLC100$2.09K<0.01%new13F-HR/ATimeline
Binnacle Investments Inc100$2.09K<0.01%13F-HRTimeline
Continuum Advisory, LLC85$1.78K<0.01%+4813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.80$1.67K<0.01%new13F-HRTimeline
MAI Capital Management65$1.36K<0.01%+3913F-HRTimeline
Beaird Harris Wealth Management, LLC65$1.36K<0.01%+5213F-HRTimeline
Bogart Wealth, LLC60$1.25K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.50$1.04K<0.01%+4013F-HRTimeline
CX Institutional50$1K<0.01%new13F-HRTimeline
Clean Yield Group45$940<0.01%+3613F-HRTimeline
First Command Advisory Services, Inc.40$836<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC40$836<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…35$731<0.01%+913F-HRTimeline
Golden State Wealth Management, LLC35$731<0.01%+2813F-HR/ATimeline
Cornerstone Planning Group LLC30$604<0.01%+2413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC25$522<0.01%new13F-HRTimeline
Abound Wealth Management20$418<0.01%+1413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15$274<0.01%-5713F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST12$254<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9$188<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC8$167<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7$149<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$63<0.01%-17613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.