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Disclosery

IX ORIX CORP

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ADR (ADR), issuer CIK 1070304

280 managers (283 13F filers) reported a position in IX shares at 2026-03-31, 34,063,272 shares in all. 60 filers opened a position and 17 filers sold out during the quarter.

Managers
280
13F filers
283
New
60
Added
135
Reduced
31
Sold out
17
Shares held by filers
34,063,272

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FMR LLCin group FMR LLC5,944,003$178M0.01%+429,67513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,007,215$150M0.01%-110,72713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,893,892$86.8M0.01%+25,66213F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC1,840,058$55.2M1.08%+12,43213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,309,408$39.3M0.01%+241,23213F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…1,147,000$34.4M0.27%013F-HRTimeline
Cullen Capital Management, LLC1,080,361$32.4M0.33%new13F-HRTimeline
Franklin Resourcesgroup of 2 filers holding1,065,637$32M+1,049,573Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC962,400$28.9M0.01%+200,35013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.938,967$28.2M<0.01%+32,22413F-HRTimelineGroup
Quantinno Capital Management LP924,415$27.7M0.05%+129,73913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers770,599$23.1M0.03%+606,65513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP606,300$17.7M0.01%+605,63613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC511,068$15.3M<0.01%+397,35213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN460,013$13.8M<0.01%+334,89513F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co352,072$10.6M<0.01%+67,90213F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC335,378$10.1M0.36%+38013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding326,680$9.8M+186,278Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO314,142$9.16M<0.01%+155,62913F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC291,079$8.73M0.04%+42,96913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC209,552$6.28M<0.01%+191,39113F-HRTimelineGroup
Gilman Hill Asset Management, LLC203,157$6.09M0.92%+3,80813F-HRTimeline
Boston Common Asset Management, LLC175,172$5.25M0.34%-1,22313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC172,045$5.16M<0.01%+39,93813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC167,463$5.02M0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV165,800$4.97M0.01%+12,53213F-HRTimeline
UBS Group AGgroup of 2 filers holding163,558$4.91M+121,397Timeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …160,542$4.81M0.05%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO159,528$4.79M<0.01%+17,33013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC157,454$4.72M0.07%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp154,477$4.63M<0.01%+26,05213F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.153,303$4.6M0.05%+28,59413F-HRTimeline
Crossmark Global Holdings, Inc.144,236$4.33M0.06%+23,75213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP140,756$4.22M<0.01%+100,27813F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC134,695$4.04M0.04%-46,66613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC123,362$3.7M0.01%+1,22813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC122,992$3.69M0.01%+15,88513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…114,400$3.43M0.01%+49,20013F-HRTimeline
Henry James International Management In…111,455$3.34M1.21%-89,33013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC109,600$3.29M0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT104,097$3.12M0.05%+25,41013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC104,038$3.12M0.07%+1,33513F-HRTimelineGroup
Orion Porfolio Solutions, LLC96,541$2.9M0.02%+42,31613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC93,267$2.83M0.21%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,450$2.65M<0.01%+47,54413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC76,907$2.3M<0.01%+6,68613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\76,496$2.29M<0.01%+15,58813F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…74,274$2.23M0.05%+1,38913F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC73,134$2.19M0.07%013F-HR/ATimeline
Connor, Clark & Lunn Investment Managem…70,441$2.11M<0.01%+36,33413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP66,574$2M<0.01%+11,61913F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC66,400$1.99M0.47%013F-HRTimeline
MML INVESTORS SERVICES, LLC66,374$1.99M0.01%+45,27313F-HRTimeline
LPL Financial LLC65,982$1.98M<0.01%+33,52613F-HRTimeline
&PARTNERS68,896$1.97M0.01%+6,91613F-HRTimeline
Vise Technologies, Inc.66,989$1.96M0.04%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC64,937$1.95M0.32%+9,71213F-HRTimelineGroup
HighTower Advisors, LLC63,767$1.91M<0.01%+6,70713F-HRTimeline
Lester Murray Antman dba SimplyRich63,234$1.9M0.49%-8713F-HRTimeline
CWM, LLCin group CWM, LLC57,631$1.73M<0.01%-13,86213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,193$1.72M<0.01%-24,44313F-HRTimelineGroup
Advisors Asset Management, Inc.56,906$1.71M0.03%+6,43413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.52,285$1.57M0.11%-32,53113F-HRTimelineGroup
IEQ CAPITAL, LLC51,355$1.54M0.01%+5,01213F-HRTimeline
Ativo Capital Management LLC51,149$1.53M1.33%-913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC49,211$1.48M<0.01%+9,80213F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS48,218$1.45M<0.01%+42,93513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…46,661$1.4M<0.01%+2,60113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC44,409$1.33M<0.01%+36,86413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP42,611$1.25M<0.01%+7,49713F-HRTimelineGroup
RHUMBLINE ADVISERS37,647$1.13M<0.01%+2,36813F-HRTimeline
GREENLEAF TRUST37,375$1.12M0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35,724$1.07M<0.01%-7013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth34,583$1.05M<0.01%+5,41713F-HRTimelineGroup
Aaron Wealth Advisors LLC34,001$1.02M0.06%+10,46513F-HRTimeline
Strategic Global Advisors, LLC32,828$985K0.16%+6,63513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC32,788$983K<0.01%+10,84813F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP32,557$976K<0.01%+113F-HRTimelineGroup
Creative Planningin group Creative Planning32,450$973K<0.01%+93813F-HRTimelineGroup
Caprock Group, LLC32,241$967K0.02%+4,26413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP32,135$964K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd30,840$925K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …29,743$906K<0.01%+1,62913F-HRTimelineGroup
Kathmere Capital Management, LLC29,705$891K0.06%+3,38613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,840$865K0.01%+10,44213F-HRTimelineGroup
SYON CAPITAL LLC28,589$857K0.04%-1,20613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,960$839K0.01%new13F-HRTimeline
Cetera Investment Advisers27,615$828K<0.01%+12,93113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,303$819K<0.01%new13F-HRTimelineGroup
Dynasty Wealth Management, LLC26,817$804K0.01%+6613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd26,595$798K0.01%new13F-HRTimelineGroup
Atria Investments, Inc26,025$780K0.01%+18,67713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,007$780K<0.01%+18,93613F-HRTimelineGroup
Sequoia Financial Advisors, LLC25,987$779K<0.01%+65713F-HRTimeline
CHOREO, LLC25,858$775K0.01%+1,20613F-HRTimeline
Plan A Wealth LLC25,200$756K0.36%+88213F-HRTimeline
TRED AVON FAMILY WEALTH, LLC25,190$755K0.25%-3,72013F-HRTimeline
Investment Research Partners LLC24,824$744K0.3%+1,21613F-HRTimeline
Systematic Alpha Investments, LLC24,810$744K0.03%013F-HRTimeline
HRT FINANCIAL LP24,438$732K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC23,337$700K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,233$697K<0.01%+6,03613F-HRTimelineGroup
Compound Planning, Inc.23,160$695K0.02%+4,40413F-HRTimeline
Savvy Advisors, Inc.22,999$690K0.02%+2,21613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,300$639K<0.01%+9,12113F-HRTimelineGroup
Versant Capital Management, Inc21,136$634K0.06%+3,74913F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC21,133$634K<0.01%new13F-HRTimeline
Brooklyn Investment Group20,559$617K0.02%+9,18513F-HRTimeline
Curi Capital, LLC20,422$612K0.01%-41,39013F-HRTimeline
Venturi Wealth Management, LLC20,275$608K0.03%+92813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC19,943$598K<0.01%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA19,761$593K<0.01%+1,55113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …19,215$576K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,063$572K<0.01%+10,53613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC19,000$570K0.01%+2,50613F-HRTimeline
Summit Trail Advisors, LLC18,814$564K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,477$554K<0.01%+3,22113F-HRTimelineGroup
Ethic Inc.17,951$538K0.01%+3,22013F-HRTimeline
Aquatic Capital Management LLC17,610$528K0.02%+16,00713F-HRTimeline
JMN Financial LLC16,815$504K0.5%+3,81613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC16,747$502K<0.01%+2,37813F-HRTimelineGroup
SIGNATUREFD, LLC16,609$498K0.01%-13613F-HRTimeline
Naviter Wealth, LLC16,248$487K0.06%+1,37113F-HRTimeline
Marks Group Wealth Management, Inc16,124$484K0.05%new13F-HRTimeline
RNC CAPITAL MANAGEMENT LLC16,001$480K0.02%-13413F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,295$459K0.01%+1,91213F-HRTimeline
HB Wealth Management, LLC14,949$448K<0.01%+1,78613F-HRTimeline
First Affirmative Financial Network14,417$432K0.17%13F-HR/ATimeline
Hardy Reed LLC14,335$430K0.03%-4613F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,149$424K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,476$404K<0.01%-54113F-HRTimelineGroup
Optas, LLC12,831$385K0.06%-6313F-HRTimeline
PDS Planning, Inc12,794$384K0.03%-8213F-HRTimeline
Basecamp Wealth Advisors LLC12,647$379K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,329$370K<0.01%+83813F-HRTimeline
OpenArc Corporate Advisory, LLC12,297$369K0.01%+4,32413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,225$367K<0.01%013F-HRTimeline
Checchi Capital Advisers, LLC11,820$354K0.02%-77813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,476$344K<0.01%+5,92813F-HRTimelineGroup
Abel Hall, LLC11,447$343K0.07%+2,34113F-HRTimeline
Janney Montgomery Scott LLC11,448$343K<0.01%new13F-HRTimeline
Net Worth Advisory Group11,081$332K0.07%-5513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,014$330K0.01%+43213F-HRTimelineGroup
Clearstead Advisors, LLC10,724$322K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,601$318K0.03%+34713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.10,420$312K<0.01%+3,15513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC10,272$308K0.01%+1,04013F-HR/ATimeline
Dorsey & Whitney Trust CO LLC9,938$298K0.02%+42313F-HRTimeline
Smartleaf Asset Management LLC9,980$291K0.01%+75813F-HRTimeline
PALLADIEM, LLC8,957$277K0.26%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.9,227$277K0.03%+8,25913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP9,081$272K<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,061$272K<0.01%+45713F-HRTimelineGroup
GAMMA Investing LLC8,860$266K0.01%+2,15913F-HRTimeline
Mattson Financial Services, LLC8,827$265K0.06%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,555$257K<0.01%new13F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC8,457$254K0.01%+1,42813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.8,386$251K<0.01%new13F-HRTimelineGroup
Brown Financial Advisors8,322$250K0.09%new13F-HRTimeline
XPONANCE LLC8,213$246K<0.01%new13F-HRTimeline
D'Orazio & Associates, Inc.8,089$243K0.03%+78813F-HRTimeline
Abacus Wealth Partners, LLC7,957$239K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,932$238K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.7,922$238K<0.01%new13F-HRTimeline
SAGE RHINO CAPITAL LLC7,805$234K0.04%-6613F-HRTimeline
WEALTH ALLIANCE, LLC7,786$234K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,765$233K<0.01%new13F-HRTimeline
Bridgewater Advisors Inc.5,714$217K0.01%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.7,219$216K0.04%new13F-HRTimelineGroup
Portside Wealth Group, LLC7,139$214K0.03%new13F-HRTimeline
Ballentine Partners, LLC7,029$211K<0.01%-21713F-HRTimeline
EWA, LLC6,984$209K0.05%013F-HRTimeline
EP Wealth Advisors, LLC6,758$203K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,409$162K<0.01%+2,11313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC4,944$148K<0.01%+4,85713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,919$148K<0.01%+12013F-HR/ATimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,061$122K<0.01%+44213F-HRTimelineGroup
Farther Finance Advisors, LLC3,603$110K<0.01%+39113F-HRTimeline
Cromwell Holdings LLC3,050$91.5K0.05%013F-HRTimeline
Horizon Investments, LLC2,720$81.6K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,294$68.8K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC2,105$63.2K0.01%+1,36113F-HRTimeline
WealthCollab, LLC1,823$54.7K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,763$52.9K<0.01%+26913F-HRTimelineGroup
Brentview Investment Management LLC1,760$52.8K0.02%013F-HRTimeline
Allworth Financial LP1,683$50.5K<0.01%+65013F-HRTimeline
V-Square Quantitative Management LLC1,617$48.5K0.01%+46813F-HRTimeline
Bruce G. Allen Investments, LLC1,545$46.3K0.03%013F-HRTimeline
Addison Advisors LLC1,537$46.1K0.01%013F-HRTimeline
Ares Financial Consulting, LLC1,490$45.4K0.04%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,382$41.4K<0.01%+1,30713F-HRTimelineGroup
Owl Creek Wealth Partners LLC1,304$39.1K0.01%13F-HRTimeline
Blue Trust, Inc.1,222$36.6K<0.01%-18013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,200$36K0.01%new13F-HRTimeline
Larson Financial Group LLC1,066$32K<0.01%+34113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$28.9K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.905$27.1K0.02%013F-HRTimeline
Manchester Capital Management LLC790$23.7K<0.01%013F-HRTimeline
UMB Bank, n.a.740$22.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAI Capital Management735$22K<0.01%+34513F-HRTimeline