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Disclosery

IX ORIX CORP

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ADR (ADR), issuer CIK 1070304

239 managers (241 13F filers) reported a position in IX shares at 2025-12-31, 26,832,101 shares in all. 42 filers opened a position and 25 filers sold out during the quarter.

Managers
239
13F filers
241
New
42
Added
92
Reduced
52
Sold out
25
Shares held by filers
26,832,101

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FMR LLCin group FMR LLC5,514,328$161M0.01%+607,89613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,117,942$150M0.01%+74,47313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,868,230$83.8M0.01%+492,95213F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC1,827,626$53.4M1.04%-19,38813F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…1,147,000$33.5M0.25%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,068,176$31.2M<0.01%-21,43713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.906,743$26.5M<0.01%-27,69713F-HRTimelineGroup
Quantinno Capital Management LP794,676$23.2M0.05%+166,56713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC762,050$22.3M0.01%+122,74513F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC334,998$9.79M0.36%+20,08813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co284,170$8.3M<0.01%+65,06713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC248,110$7.25M0.04%+10,62713F-HRTimeline
Henry James International Management In…200,785$5.87M1.85%-38,75913F-HRTimeline
Gilman Hill Asset Management, LLC199,349$5.82M0.92%+2,40513F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC181,361$5.3M0.05%-26,50813F-HRTimelineGroup
Boston Common Asset Management, LLC176,395$5.15M0.31%-58,68413F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers163,944$4.79M0.01%-15,92613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO158,513$4.63M<0.01%-10,58813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV153,268$4.48M0.01%-82713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO142,198$4.15M<0.01%+7,98113F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC140,402$4.1M0.14%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC132,107$3.86M<0.01%+28,29213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp128,425$3.75M<0.01%+4,20113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN125,118$3.66M<0.01%+3313F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.124,709$3.64M0.04%+8,73713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC122,134$3.57M0.01%+4,81413F-HRTimelineGroup
Crossmark Global Holdings, Inc.120,484$3.52M0.05%-13,65713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,716$3.32M<0.01%-17,79313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC107,107$3.13M<0.01%-16,27713F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC102,703$3M0.06%+51,28213F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC93,262$2.73M0.2%-313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.84,816$2.48M0.17%-24,31513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,636$2.39M<0.01%+1,43613F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT78,687$2.3M0.04%+89113F-HRTimeline
QUADRANT CAPITAL GROUP LLC73,134$2.14M0.06%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…72,885$2.13M0.04%+59,48513F-HRTimelineGroup
CWM, LLCin group CWM, LLC71,493$2.09M0.01%-22,42013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC70,221$2.05M<0.01%+10,79113F-HRTimelineGroup
Vise Technologies, Inc.66,989$1.96M0.04%+26,81513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC66,400$1.94M0.45%-17,30013F-HRTimeline
AlphaCore Capital LLC66,186$1.93M0.04%-11,52113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …65,395$1.91M0.25%-1,24213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…65,200$1.91M<0.01%013F-HRTimeline
Lester Murray Antman dba SimplyRich63,321$1.85M0.48%+17,04013F-HRTimeline
&PARTNERS61,980$1.81M0.01%+7,20513F-HRTimeline
Curi Capital, LLC61,812$1.81M0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\60,908$1.78M<0.01%+3,52613F-HRTimelineGroup
HighTower Advisors, LLC57,060$1.67M<0.01%+3,09613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC55,225$1.61M0.28%+1,29113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,955$1.61M<0.01%+4,37413F-HRTimelineGroup
Orion Porfolio Solutions, LLC54,225$1.58M0.01%+1,82113F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding51,178$1.5MnewTimeline
Ativo Capital Management LLC51,158$1.49M1.31%-3,39313F-HRTimeline
Advisors Asset Management, Inc.50,472$1.47M0.02%+4,26713F-HR/ATimeline
IEQ CAPITAL, LLC46,343$1.35M<0.01%+11,75013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…44,060$1.29M<0.01%+3,19213F-HRTimelineGroup
Campbell & CO Investment Adviser LLC42,163$1.23M0.06%-9,40313F-HRTimeline
UBS Group AGgroup of 2 filers holding42,161$1.23M+27,007Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,906$1.2M<0.01%+10,21413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC39,409$1.15M<0.01%-68113F-HRTimelineGroup
GREENLEAF TRUST37,375$1.09M0.01%-6213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35,794$1.05M<0.01%+1,23113F-HRTimelineGroup
RHUMBLINE ADVISERS35,279$1.03M<0.01%+6,31613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP35,114$1.03M<0.01%+36713F-HR/ATimelineGroup
Connor, Clark & Lunn Investment Managem…34,107$997K<0.01%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP32,556$951K<0.01%-21,29913F-HRTimelineGroup
LPL Financial LLC32,456$948K<0.01%+1,17213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP32,135$939K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning31,512$921K<0.01%+1,50513F-HRTimelineGroup
SYON CAPITAL LLC29,795$871K0.04%+6,15613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,166$852K<0.01%+21,19113F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC28,910$845K0.27%-1,07513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …28,114$829K<0.01%+1,94713F-HRTimelineGroup
Caprock Group, LLC27,977$818K0.02%+2,56713F-HRTimeline
Dynasty Wealth Management, LLC26,751$782K0.01%+3,20913F-HRTimeline
Kathmere Capital Management, LLC26,319$769K0.05%+1,01813F-HRTimeline
Strategic Global Advisors, LLC26,193$765K0.12%+2,96813F-HRTimeline
Sequoia Financial Advisors, LLC25,330$740K<0.01%+56413F-HRTimeline
CHOREO, LLC24,652$725K0.01%+4,69813F-HRTimeline
Systematic Alpha Investments, LLC24,810$725K0.02%013F-HRTimeline
Plan A Wealth LLC24,318$711K0.35%+1,39613F-HRTimeline
Investment Research Partners LLC23,608$690K0.3%-4813F-HRTimeline
Aaron Wealth Advisors LLC23,536$688K0.04%+2,15313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC21,940$641K<0.01%+82313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,101$617K<0.01%+2,14413F-HRTimeline
Savvy Advisors, Inc.20,783$607K0.02%+1,19413F-HRTimeline
Global Retirement Partners, LLC20,485$599K0.01%+19,04113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments20,036$585K0.03%-3,15113F-HRTimelineGroup
SG Trading Solutions, LLC19,731$577K0.13%13F-HRTimeline
Venturi Wealth Management, LLC19,347$565K0.03%+7,55213F-HRTimeline
Compound Planning, Inc.18,756$548K0.02%+1,86713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,398$538K<0.01%+87413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA18,210$532K<0.01%13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,161$531K<0.01%-42513F-HRTimelineGroup
Versant Capital Management, Inc17,387$508K0.06%+2,17013F-HRTimeline
Trexquant Investment LP16,886$493K<0.01%+4,02813F-HRTimeline
SIGNATUREFD, LLC16,745$489K0.01%-513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,494$482K0.01%+1,45613F-HRTimeline
RNC CAPITAL MANAGEMENT LLC16,135$471K0.02%+55013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,064$469K<0.01%-8313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC17,197$455K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC15,256$446K<0.01%+1,95213F-HRTimelineGroup
Naviter Wealth, LLC14,877$435K0.06%-1,38113F-HRTimeline
Ethic Inc.14,731$430K0.01%+1,05213F-HRTimeline
Cetera Investment Advisers14,684$429K<0.01%+86313F-HRTimeline
Hardy Reed LLC14,381$420K0.03%-32313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC14,369$420K<0.01%-27613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC14,017$410K<0.01%-3,67413F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…13,383$391K0.01%new13F-HRTimeline
HB Wealth Management, LLC13,163$385K<0.01%+1,90013F-HRTimeline
JMN Financial LLC12,999$380K0.38%13F-HRTimeline
Optas, LLC12,894$377K0.06%+1,57013F-HRTimeline
PDS Planning, Inc12,876$376K0.03%+1,58913F-HRTimeline
Verition Fund Management LLC12,734$372K<0.01%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,225$371K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC12,647$370K0.08%13F-HRTimeline
Checchi Capital Advisers, LLC12,598$368K0.03%+17813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,179$356K<0.01%-40,31113F-HRTimelineGroup
Sivia Capital Partners, LLC12,033$352K0.07%+1,03213F-HRTimeline
Brooklyn Investment Group11,374$336K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,491$336K<0.01%-17813F-HRTimeline
Net Worth Advisory Group11,136$325K0.07%+38913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,582$309K0.01%+15413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.10,254$300K0.03%-29113F-HRTimeline
Dorsey & Whitney Trust CO LLC9,515$278K0.01%+1,62713F-HRTimeline
Smartleaf Asset Management LLC9,222$271K0.01%+75813F-HRTimeline
Parallel Advisors, LLC9,232$270K<0.01%-2013F-HRTimeline
Abel Hall, LLC9,106$266K0.06%new13F-HRTimeline
PALLADIEM, LLC8,957$264K0.25%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,604$251K<0.01%+39813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,527$249K<0.01%+33713F-HRTimelineGroup
OpenArc Corporate Advisory, LLC7,973$233K<0.01%13F-HRTimeline
Knights of Columbus Asset Advisors LLC7,964$233K0.01%013F-HRTimeline
Abacus Wealth Partners, LLC7,957$233K0.02%new13F-HRTimeline
SAGE RHINO CAPITAL LLC7,871$230K0.04%-20613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,545$220K<0.01%-73513F-HRTimelineGroup
Atria Investments, Inc7,348$215K<0.01%new13F-HRTimeline
D'Orazio & Associates, Inc.7,301$213K0.03%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.7,265$212K<0.01%+2,54913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ballentine Partners, LLC7,246$212K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,071$207K<0.01%new13F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC7,029$205K0.01%new13F-HRTimeline
EWA, LLC6,984$204K0.05%new13F-HRTimeline
GAMMA Investing LLC6,701$196K0.01%+42713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,548$162K<0.01%+2,15513F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,283$154K<0.01%-15,28313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,799$140K0.01%-79813F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,619$106K<0.01%-54513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,296$96.3K<0.01%-2,74913F-HRTimelineGroup
Farther Finance Advisors, LLC3,212$93.9K<0.01%+1,16013F-HRTimeline
Cromwell Holdings LLC3,050$89.1K0.05%013F-HRTimeline
Arax Advisory Partners2,048$59.8K<0.01%-6,18513F-HRTimeline
WealthCollab, LLC1,823$53.3K0.02%013F-HRTimeline
Brentview Investment Management LLC1,760$51.4K0.02%013F-HRTimeline
Aquatic Capital Management LLC1,603$46.8K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC1,545$45.1K0.03%013F-HRTimeline
Addison Advisors LLC1,537$44.9K0.01%-25013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,494$43.7K<0.01%-3,00313F-HRTimelineGroup
Blue Trust, Inc.1,402$41K<0.01%-13213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,198$35K<0.01%new13F-HRTimelineGroup
V-Square Quantitative Management LLC1,149$33.6K<0.01%new13F-HRTimeline
Allworth Financial LP1,033$30.2K<0.01%+14913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.968$28.3K<0.01%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$28.2K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.905$26.4K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC852$25K<0.01%+53013F-HRTimelineGroup
Manchester Capital Management LLC790$23.1K<0.01%+72013F-HRTimeline
Salomon & Ludwin, LLC744$22.2K<0.01%+27113F-HRTimeline
UMB Bank, n.a.740$21.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC725$21.2K<0.01%+29813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC750$21K<0.01%013F-HR/ATimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC685$20K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP664$19.4K<0.01%+3113F-HRTimelineGroup
BAYBAN590$17.2K0.02%13F-HRTimeline
Sound Income Strategies, LLC544$16.7K<0.01%new13F-HRTimeline
True Wealth Design, LLC516$15.1K<0.01%+16113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.500$14.6K0.01%013F-HRTimeline
IFP Advisors, Inc495$14.5K<0.01%013F-HRTimeline
SageView Advisory Group, LLC495$14.5K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.483$14.1K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT475$13.9K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…417$12.2K<0.01%-7013F-HR/ATimelineGroup
MAI Capital Management390$11.4K<0.01%+3013F-HRTimeline
Root Financial Partners, LLC342$9.99K<0.01%+15313F-HRTimeline
NewEdge Advisors, LLC320$9.35K<0.01%013F-HRTimeline
Elyxium Wealth, LLC314$9.17K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.290$8.47K<0.01%013F-HRTimeline
SHP Wealth Management278$8.14K<0.01%13F-HRTimeline
GW&K Investment Management, LLC265$8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA268$7.83K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…260$7.6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO245$7.16K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust245$7.16K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC237$6.92K0.01%13F-HR/ATimeline
Bell Investment Advisors, Inc235$6.87K<0.01%+9513F-HRTimeline
Bangor Savings Bank233$6.81K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC185$5.41K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.175$5.11K<0.01%013F-HRTimeline
CVA Family Office, LLC168$4.91K<0.01%013F-HRTimeline
Signature Equity Partners, LLC161$4.7K<0.01%13F-HRTimeline