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Disclosery

IX ORIX CORP

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ADR (ADR), issuer CIK 1070304

217 managers (217 13F filers) reported a position in IX shares at 2025-09-30, 25,355,698 shares in all. 32 filers opened a position and 24 filers sold out during the quarter.

Managers
217
13F filers
217
New
32
Added
90
Reduced
50
Sold out
24
Shares held by filers
25,355,698

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY5,043,469$132M0.01%-4,99713F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,906,432$128M0.01%+753,94413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,375,278$62M<0.01%+21,33013F-HR/ATimelineGroup
TODD ASSET MANAGEMENT LLC1,847,014$48.2M0.98%+105,83713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…1,147,000$30M0.23%+88,10013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,089,613$28.5M<0.01%+20,15013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.934,440$24.4M<0.01%+57,92713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC639,305$16.7M0.01%+95,79613F-HRTimelineGroup
Quantinno Capital Management LP628,109$16.4M0.04%+146,78213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC314,910$8.23M0.32%+1,74513F-HRTimeline
Henry James International Management In…239,544$6.26M1.91%-3,42513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC237,483$6.2M0.04%+7,86013F-HRTimeline
Boston Common Asset Management, LLC235,079$6.14M0.17%-34,53813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co219,103$5.72M<0.01%+65,78013F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC207,869$5.43M0.06%+26,41213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …205,388$5.36M<0.01%-31,21613F-HRTimelineGroup
Gilman Hill Asset Management, LLC196,944$5.14M0.81%+27513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers179,870$4.7M0.01%+11,63813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO169,101$4.42M<0.01%+18,62313F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV154,095$4.02M0.01%-7,69213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO134,217$3.51M<0.01%+8,01913F-HRTimelineGroup
Crossmark Global Holdings, Inc.134,141$3.5M0.05%+1113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC131,509$3.44M<0.01%-12,53613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN125,085$3.27M<0.01%-598,26913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp124,224$3.24M<0.01%+6,76513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC123,384$3.22M0.01%-11,60013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC117,320$3.06M0.01%+5,47613F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.115,972$3.03M0.04%-134,20513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.109,131$2.85M0.2%+7,63413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC103,815$2.71M<0.01%+23,84313F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC93,265$2.46M0.19%+90013F-HRTimeline
CWM, LLCin group CWM, LLC93,913$2.45M0.01%+51,59513F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC83,700$2.19M0.5%+11,20013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,200$2.09M<0.01%-16,34813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT77,796$2.03M0.04%+67713F-HRTimeline
AlphaCore Capital LLC77,707$2.03M0.07%+76,51213F-HRTimeline
QUADRANT CAPITAL GROUP LLC73,134$1.91M0.06%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …66,637$1.74M0.23%-1,32713F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…65,200$1.7M<0.01%-112,80013F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…64,900$1.7M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC59,430$1.55M<0.01%+1,44713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP58,493$1.53M<0.01%+26,87013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\57,382$1.5M<0.01%+3,33013F-HRTimelineGroup
&PARTNERS54,775$1.43M0.01%-11,61513F-HRTimeline
Ativo Capital Management LLC54,551$1.42M1.2%-1,30213F-HRTimeline
HighTower Advisors, LLC53,964$1.41M<0.01%+8,76213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC53,934$1.41M0.26%+2,64013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP53,855$1.41M<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,490$1.37M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC52,404$1.37M0.01%-3,86113F-HRTimeline
Campbell & CO Investment Adviser LLC51,566$1.35M0.1%-38,42213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC51,421$1.34M0.04%-14,86413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP50,581$1.32M<0.01%-17,77613F-HRTimelineGroup
Lester Murray Antman dba SimplyRich46,281$1.21M0.33%+64513F-HRTimeline
Advisors Asset Management, Inc.46,205$1.21M0.02%+2,00913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…40,868$1.07M<0.01%+2,29713F-HRTimelineGroup
Vise Technologies, Inc.40,174$1.05M0.04%+57713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,090$1.05M<0.01%+9,38013F-HRTimelineGroup
GREENLEAF TRUST37,437$978K0.01%+40213F-HRTimeline
Laird Norton Wetherby Wealth Management…35,962$939K0.04%-61913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,747$908K<0.01%+3,18013F-HRTimelineGroup
IEQ CAPITAL, LLC34,593$904K<0.01%+20,22213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…34,563$903K<0.01%-2,37013F-HRTimelineGroup
CTC Alternative Strategies, Ltd.34,100$895K1.44%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC33,229$868K<0.01%-333,29713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP32,135$839K<0.01%013F-HRTimelineGroup
LPL Financial LLC31,284$817K<0.01%+6,67813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,692$802K<0.01%-3,26413F-HRTimelineGroup
Creative Planningin group Creative Planning30,007$784K<0.01%+3,17013F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC29,985$783K0.27%13F-HRTimeline
RHUMBLINE ADVISERS28,963$757K<0.01%-14,23213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,563$694K<0.01%-6,97013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …26,167$675K<0.01%-208,19113F-HRTimelineGroup
Kathmere Capital Management, LLC25,301$661K0.05%+4,49413F-HRTimeline
Caprock Group, LLC25,410$659K0.02%13F-HRTimeline
Systematic Alpha Investments, LLC24,810$648K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC24,766$647K<0.01%+5,31813F-HRTimeline
SYON CAPITAL LLC23,639$617K0.03%+11,60613F-HRTimeline
Dynasty Wealth Management, LLC23,542$615K0.01%new13F-HRTimeline
Strategic Global Advisors, LLC23,225$607K0.09%-6,15013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments23,187$606K0.04%+4,03013F-HRTimelineGroup
Plan A Wealth LLC22,922$599K0.3%+1,87813F-HRTimeline
Investment Research Partners LLC23,656$575K0.26%13F-HRTimeline
Aaron Wealth Advisors LLC21,383$559K0.03%-4,58713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC21,117$552K<0.01%+5,27013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,566$537K<0.01%+4,52513F-HRTimelineGroup
CHOREO, LLC19,954$521K0.01%+2,59513F-HRTimeline
Savvy Advisors, Inc.19,589$512K0.02%+1,74513F-HRTimeline
MML INVESTORS SERVICES, LLC18,957$495K<0.01%+23113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,586$485K<0.01%+1,42913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC17,691$462K<0.01%-10,45413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,524$458K<0.01%-15313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC17,197$449K<0.01%+4,31313F-HRTimelineGroup
Glenmede Investment Management, LP17,064$446K<0.01%-3,14613F-HRTimeline
Compound Planning, Inc.16,889$441K0.01%+1,51813F-HRTimeline
SIGNATUREFD, LLC16,750$438K0.01%013F-HRTimeline
Naviter Wealth, LLC16,258$425K0.05%+1,55913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,147$422K<0.01%+44513F-HRTimelineGroup
RNC CAPITAL MANAGEMENT LLC15,585$407K0.02%+1,16513F-HRTimeline
Versant Capital Management, Inc15,217$397K0.05%-1,51613F-HRTimeline
UBS Group AGin group UBS Group AG15,154$396K<0.01%+3,39813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC15,038$393K0.01%+4,10513F-HRTimeline
Hardy Reed LLC14,704$384K0.03%+1,17913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC14,645$383K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers13,821$361K<0.01%new13F-HRTimeline
Ethic Inc.13,679$357K0.01%+1,89613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,400$350K0.06%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC13,304$348K<0.01%-7513F-HR/ATimelineGroup
First Affirmative Financial Network13,077$342K0.16%-2,31913F-HRTimeline
Trexquant Investment LP12,858$336K<0.01%-10,14613F-HRTimeline
Checchi Capital Advisers, LLC12,420$324K0.02%+33813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,243$320K0.02%new13F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC12,225$319K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC11,795$308K0.01%+2,13913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,669$305K<0.01%+51913F-HRTimeline
Optas, LLC11,324$296K0.05%+84013F-HRTimeline
PDS Planning, Inc11,287$295K0.02%+66313F-HRTimeline
HB Wealth Management, LLC11,263$294K<0.01%new13F-HRTimeline
Sivia Capital Partners, LLC11,001$287K0.08%+3113F-HRTimeline
Net Worth Advisory Group10,747$281K0.08%-66613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,545$275K0.03%+1,30213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,428$272K0.01%-1,32113F-HRTimelineGroup
PharVision Advisers, LLC9,559$250K0.14%new13F-HRTimeline
Parallel Advisors, LLC9,252$242K<0.01%+3713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…8,795$230K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC8,464$225K0.01%+1,72013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,280$216K<0.01%-6,31213F-HRTimelineGroup
Arax Advisory Partners8,233$215K<0.01%+7,01613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,206$214K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,190$214K<0.01%new13F-HRTimelineGroup
SAGE RHINO CAPITAL LLC8,077$211K0.04%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,975$208K<0.01%-2,20313F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC7,964$208K0.01%+19013F-HRTimeline
Dorsey & Whitney Trust CO LLC7,888$206K0.01%new13F-HRTimeline
GAMMA Investing LLC6,274$164K0.01%+1,03113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,045$158K<0.01%-13013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,597$146K0.01%-76713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.4,716$123K<0.01%+2,23213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,497$117K<0.01%+3,08013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,164$109K<0.01%-66013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,393$88.7K<0.01%new13F-HRTimelineGroup
Cromwell Holdings LLC3,050$79.7K0.04%013F-HRTimeline
Farther Finance Advisors, LLC2,052$53.6K<0.01%+5713F-HRTimeline
WealthCollab, LLC1,823$47.6K0.02%013F-HRTimeline
Addison Advisors LLC1,787$46.7K0.01%+25013F-HRTimeline
Brentview Investment Management LLC1,760$46K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC1,545$40.4K0.03%013F-HRTimeline
Blue Trust, Inc.1,534$40.1K<0.01%+26913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,506$39.3K<0.01%+14613F-HRTimelineGroup
Global Retirement Partners, LLC1,444$37.7K<0.01%+53113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$25.2K0.01%-20513F-HRTimeline
Harbor Asset Planning, Inc.905$23.6K0.02%013F-HRTimeline
Allworth Financial LP884$23.1K<0.01%+27013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC750$20K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.740$19.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Binnacle Investments Inc726$19K0.01%+35813F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC685$17K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP633$16.9K<0.01%+7913F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.500$13.1K0.01%013F-HR/ATimeline
IFP Advisors, Inc495$12.9K<0.01%-4113F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…487$12.7K<0.01%-45913F-HRTimelineGroup
Financial Management Professionals, Inc.483$12.6K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT475$12.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC473$12.2K<0.01%+46013F-HRTimeline
Larson Financial Group LLC427$11.2K<0.01%+6213F-HRTimeline
MAI Capital Management360$9.41K<0.01%-34513F-HRTimeline
True Wealth Design, LLC355$9.27K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC320$8.36K<0.01%-1413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC322$8K<0.01%+12413F-HRTimelineGroup
Physician Wealth Advisors, Inc.290$7.58K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA268$7K<0.01%+8313F-HRTimeline
GW&K Investment Management, LLC265$7K<0.01%013F-HRTimeline
MATHER GROUP, LLC.260$6.79K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…260$6.79K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust245$6.4K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC215$5.62K<0.01%new13F-HRTimeline
Root Financial Partners, LLC189$4.94K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC185$4.83K<0.01%013F-HRTimeline
Advisory Services Network, LLC180$4.7K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.175$4.57K<0.01%013F-HRTimeline
CVA Family Office, LLC168$4.39K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…160$4.18K<0.01%-1513F-HRTimeline
HARBOUR INVESTMENTS, INC.140$3.66K<0.01%+9013F-HRTimeline
Bell Investment Advisors, Inc140$3.66K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV135$3.53K<0.01%013F-HRTimeline
Bogart Wealth, LLC120$3.13K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$3K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC113$2.95K<0.01%+7813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC105$2.74K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC101$2.65K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.81$2.11K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC79$2.05K<0.01%+1413F-HRTimeline
LANARK FINANCIAL, INC.76$1.99K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…66$1.91K<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC70$1.83K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.70$1.83K<0.01%-1,98613F-HRTimeline
Retirement Wealth Solutions LLC57$1.49K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC43$1.12K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.40$1.04K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC40$1.04K<0.01%013F-HRTimeline