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Disclosery

IX ORIX CORP

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ADR (ADR), issuer CIK 1070304

210 managers (210 13F filers) reported a position in IX shares at 2025-06-30, 25,399,271 shares in all. 32 filers opened a position and 17 filers sold out during the quarter.

Managers
210
13F filers
210
New
32
Added
83
Reduced
56
Sold out
17
Shares held by filers
25,399,271

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY5,048,466$114M0.01%+94,10313F-HRTimelineGroup
FMR LLCin group FMR LLC4,152,488$93.5M0.01%+156,31213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,353,948$53M<0.01%+99,51613F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC1,741,177$39.2M0.85%+13,19313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,069,463$24.1M<0.01%-63013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…1,058,900$23.8M0.19%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.876,513$19.7M<0.01%-45,95713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN723,354$16.3M<0.01%+10,08913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC543,509$12.2M0.01%+76,14413F-HRTimelineGroup
Quantinno Capital Management LP481,327$10.8M0.05%+225,58013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC366,526$8.25M0.01%+162,55913F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC313,165$7.05M0.29%-84,33513F-HRTimeline
Boston Common Asset Management, LLC269,617$6.07M0.17%-13,47113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.250,177$5.63M0.05%+3,09213F-HRTimeline
Henry James International Management In…242,969$5.47M1.8%-35,90013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …234,358$5.33M0.01%-6,11713F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …236,604$5.33M<0.01%+28,89413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC229,623$5.17M0.04%-12,74913F-HRTimeline
Gilman Hill Asset Management, LLC196,669$4.43M0.72%+70513F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC181,457$4.09M0.05%+25,64113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…178,000$4.01M0.01%-453,50013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers168,232$3.79M0.01%-7,61513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV161,787$3.64M0.01%-3,95713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co153,323$3.45M<0.01%+7,73113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150,478$3.39M<0.01%+58,86913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC144,045$3.24M<0.01%-4,17713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC134,984$3.04M0.01%+2,18213F-HRTimelineGroup
Crossmark Global Holdings, Inc.134,130$3.02M0.05%-20913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO126,198$2.84M<0.01%+5,62013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp117,459$2.65M<0.01%+4,53213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC111,844$2.52M0.01%-6,93613F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.101,497$2.29M0.19%+3,87913F-HRTimelineGroup
Wambolt & Associates, LLC97,031$2.21M0.74%-9,32113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC96,548$2.17M<0.01%+9413F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC92,365$2.08M0.18%+76413F-HRTimeline
Campbell & CO Investment Adviser LLC89,988$2.03M0.13%+18,95413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC79,972$1.8M<0.01%+35,42513F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT77,119$1.74M0.04%-6,30513F-HRTimeline
QUADRANT CAPITAL GROUP LLC73,134$1.65M0.06%+17,94413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC72,500$1.63M0.4%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP68,357$1.54M<0.01%-2,97113F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …67,964$1.53M0.21%+67713F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC66,285$1.49M0.05%+37,40013F-HRTimelineGroup
Curi Capital, LLC61,772$1.39M0.03%+8,96913F-HRTimeline
Mariner, LLCin group Mariner, LLC57,983$1.31M<0.01%-88813F-HRTimelineGroup
Orion Porfolio Solutions, LLC56,265$1.27M0.01%+13,60213F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/56,000$1.26M<0.01%013F-HR/ATimelineGroup
WHITTIER TRUST CO55,908$1.26M0.02%-20,40313F-HRTimeline
Ativo Capital Management LLC55,853$1.26M1.12%-1,80013F-HRTimeline
Henshaw Capital LLC54,585$1.23M0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\54,052$1.22M<0.01%+9,97913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP53,855$1.21M<0.01%-8013F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC51,294$1.16M0.24%+1,10513F-HRTimelineGroup
&PARTNERS66,390$1.15M0.01%+16,55513F-HRTimeline
Lester Murray Antman dba SimplyRich45,636$1.03M0.29%+14,18813F-HRTimeline
HighTower Advisors, LLC45,202$1.02M<0.01%+2,69013F-HRTimeline
Advisors Asset Management, Inc.44,196$995K0.02%+4,74913F-HR/ATimeline
RHUMBLINE ADVISERS43,195$973K<0.01%-113F-HRTimeline
CWM, LLCin group CWM, LLC42,318$953K<0.01%+38,36513F-HRTimelineGroup
Vise Technologies, Inc.39,597$892K0.04%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…38,571$869K<0.01%+4,22513F-HRTimelineGroup
GREENLEAF TRUST37,035$834K0.01%-6,71513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…36,933$832K<0.01%+35313F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…36,581$824K0.04%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,956$763K<0.01%-4,12513F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.33,533$755K<0.01%-80,29713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC32,473$731K0.06%+9,44813F-HR/ATimeline
STATE STREET CORPin group STATE STREET CORP32,135$724K<0.01%013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP31,623$712K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP31,567$711K<0.01%+10,64313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,710$692K<0.01%+11,12513F-HRTimelineGroup
Soundwatch Capital LLC1,125$674K0.12%new13F-HRTimeline
Strategic Global Advisors, LLC29,375$662K0.11%+6,77113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC28,145$634K<0.01%-1,28513F-HRTimelineGroup
Qube Research & Technologies Ltd28,002$631K<0.01%+3,87113F-HRTimeline
Creative Planningin group Creative Planning26,837$604K<0.01%+2,80313F-HRTimelineGroup
Aaron Wealth Advisors LLC25,970$585K0.06%+3,91313F-HRTimeline
Systematic Alpha Investments, LLC24,810$559K0.02%013F-HRTimeline
LPL Financial LLC24,606$554K<0.01%+9,52213F-HRTimeline
Vestmark Advisory Solutions, Inc.23,837$537K0.01%new13F-HRTimeline
Trexquant Investment LP23,004$518K0.01%+2,61113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC22,529$507K0.01%-71413F-HRTimeline
Y-Intercept (Hong Kong) Ltd21,735$489K0.01%new13F-HRTimeline
Plan A Wealth LLC21,044$474K0.27%new13F-HRTimeline
Kathmere Capital Management, LLC20,807$469K0.04%-6,04813F-HRTimeline
Glenmede Investment Management, LP20,210$455K<0.01%13F-HRTimeline
Sequoia Financial Advisors, LLC19,448$438K<0.01%-1,05713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments19,157$431K0.03%+2,73413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,726$422K<0.01%-31113F-HRTimeline
Savvy Advisors, Inc.17,844$402K0.03%+2,76413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,677$398K<0.01%new13F-HRTimelineGroup
CHOREO, LLC17,359$391K0.01%+1,27513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,157$386K<0.01%+45713F-HRTimelineGroup
SIGNATUREFD, LLC16,750$377K0.01%-1,40613F-HRTimeline
Versant Capital Management, Inc16,733$377K0.06%+93413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS16,041$361K<0.01%-12,64913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,847$357K<0.01%+1,75213F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources15,702$354K<0.01%-9713F-HRTimelineGroup
First Affirmative Financial Network15,396$347K0.18%+68413F-HRTimeline
Compound Planning, Inc.15,371$346K0.01%-49013F-HRTimeline
Naviter Wealth, LLC14,699$331K0.04%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,592$329K<0.01%+92413F-HRTimelineGroup
RNC CAPITAL MANAGEMENT LLC14,420$325K0.02%+1,65013F-HRTimeline
IEQ CAPITAL, LLC14,371$324K<0.01%new13F-HRTimeline
Hardy Reed LLC13,525$305K0.02%+10013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,400$302K0.04%013F-HRTimelineGroup
Midwest Trust Co13,384$301K<0.01%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,379$301K<0.01%new13F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,884$290K<0.01%-2,31613F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC12,225$275K<0.01%+92513F-HRTimeline
Checchi Capital Advisers, LLC12,082$272K0.02%-1,52313F-HRTimeline
SYON CAPITAL LLC12,033$271K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG11,756$265K<0.01%+67613F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC11,749$265K0.01%-85613F-HRTimelineGroup
Ethic Inc.11,783$261K<0.01%+96213F-HRTimeline
Net Worth Advisory Group11,413$257K0.06%-10913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,150$251K<0.01%-16913F-HRTimeline
Sivia Capital Partners, LLC10,970$247K0.08%new13F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,933$246K0.01%new13F-HRTimeline
PDS Planning, Inc10,624$239K0.02%-22513F-HRTimeline
Optas, LLC10,484$236K0.04%new13F-HRTimeline
R Squared Ltd10,204$230K0.13%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,178$229K<0.01%new13F-HRTimelineGroup
Calydon Capital9,832$221K0.02%new13F-HRTimeline
Venturi Wealth Management, LLC9,656$217K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,243$208K0.03%new13F-HRTimeline
Parallel Advisors, LLC9,215$208K<0.01%-2013F-HRTimeline
Centiva Capital, LP9,127$206K0.01%new13F-HRTimeline
Knights of Columbus Asset Advisors LLC7,774$175K0.01%013F-HRTimeline
SG Americas Securities, LLC7,316$165K<0.01%+1,54313F-HRTimeline
Smartleaf Asset Management LLC6,744$150K0.01%-63013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,364$143K0.01%+5,47013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,175$136K<0.01%+4,96013F-HR/ATimelineGroup
GAMMA Investing LLC5,243$118K0.01%-46513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,824$109K<0.01%-10513F-HRTimelineGroup
Brooklyn Investment Group3,343$75.2K0.01%+2,01413F-HR/ATimeline
Wilmington Savings Fund Society, FSB3,295$74.2K<0.01%013F-HRTimeline
Cromwell Holdings LLC3,050$68.7K0.04%013F-HRTimeline
NewSquare Capital LLC2,659$59.9K<0.01%+2,29413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,484$56K<0.01%+2,27813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.2,056$46.3K<0.01%-2,05913F-HRTimeline
Farther Finance Advisors, LLC1,995$44.9K<0.01%+43213F-HRTimeline
Gitterman Wealth Management, LLC1,890$42.6K0.01%-7,93413F-HRTimeline
WealthCollab, LLC1,823$41.1K0.02%-8413F-HRTimeline
Arax Advisory Partners1,217$40.1K<0.01%+1,07213F-HRTimeline
Brentview Investment Management LLC1,760$39.6K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC1,545$34.8K0.03%+27513F-HRTimeline
Addison Advisors LLC1,537$34.6K0.01%+1,27213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,417$31.9K<0.01%+7713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,360$30.6K<0.01%+1,11813F-HRTimelineGroup
Blue Trust, Inc.1,265$28.5K<0.01%+18013F-HRTimeline
AlphaCore Capital LLC1,195$26.9K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,170$26.3K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…946$21.3K<0.01%+94313F-HRTimelineGroup
Global Retirement Partners, LLC913$20.6K<0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC806$20.5K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.905$20.4K0.02%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC750$17K<0.01%-12513F-HRTimelineGroup
UMB Bank, n.a.740$16.7K<0.01%-9513F-HR/ATimeline
MAI Capital Management705$15.9K<0.01%+64013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC685$15K<0.01%new13F-HRTimelineGroup
Allworth Financial LP614$13.8K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP554$12.3K<0.01%-32613F-HRTimelineGroup
IFP Advisors, Inc536$12.1K<0.01%+1513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…535$12K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.500$11.3K0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.490$11K<0.01%-2,34013F-HRTimeline
Financial Management Professionals, Inc.483$10.9K<0.01%-43913F-HRTimeline
ALBION FINANCIAL GROUP /UT475$10.7K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC468$10.5K0.01%+8813F-HRTimeline
Binnacle Investments Inc368$8.29K0.01%+26813F-HRTimeline
Larson Financial Group LLC365$8.22K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC361$8.13K<0.01%+33613F-HRTimeline
NewEdge Advisors, LLC334$7.52K<0.01%+1413F-HRTimeline
Physician Wealth Advisors, Inc.290$6.53K<0.01%013F-HRTimeline
GW&K Investment Management, LLC265$6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…260$5.86K<0.01%-9513F-HRTimeline
Parkside Financial Bank & Trust245$5.52K<0.01%013F-HRTimeline
Boreal Capital Management LLC210$4.73K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA185$4.17K<0.01%+5513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC185$4.17K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC198$4K<0.01%-2,08513F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…175$3.94K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.175$3.94K<0.01%013F-HRTimeline
CVA Family Office, LLC168$3.78K<0.01%-213F-HRTimeline
First Horizon Advisors, Inc.165$3.73K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc140$3.15K<0.01%-4913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV135$3.04K<0.01%-7513F-HRTimeline
Bogart Wealth, LLC120$2.7K<0.01%+6013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$2.59K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC105$2.37K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC101$2.29K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.81$1.82K<0.01%+113F-HRTimeline
Manchester Capital Management LLC70$1.58K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC65$1.46K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.50$1.13K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.76$1K<0.01%new13F-HRTimeline
CX Institutional50$1K<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.40$901<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC40$901<0.01%013F-HRTimeline