IX ORIX CORP
FollowADR (ADR), issuer CIK 1070304
Filings received so far for Q3 2026: 15 13F filers report a position in IX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Gradient Investments LLCin group Gradient Investments LLC | 160,643 | $6.06M | 0.09% | -4,508 | 13F-HRTimelineGroup |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 27,910 | $1.05M | 0.01% | -50 | 13F-HRTimeline |
| Plan A Wealth LLC | 27,772 | $1.05M | 0.37% | +535 | 13F-HRTimeline |
| Versant Capital Management, Inc | 20,593 | $777K | 0.07% | +418 | 13F-HRTimeline |
| GAMMA Investing LLC | 11,552 | $436K | 0.01% | +1,113 | 13F-HRTimeline |
| Wedmont Private Capital | 7,843 | $288K | 0.01% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 4,437 | $167K | <0.01% | +543 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 604 | $22.8K | 0.01% | 0 | 13F-HRTimeline |
| Retirement Wealth Solutions LLC | 109 | $4.11K | <0.01% | -44 | 13F-HRTimeline |
| Planning Strategies Inc. | 73 | $2.75K | <0.01% | new | 13F-HRTimeline |
| CX Institutional | 50 | $2K | <0.01% | 0 | 13F-HRTimeline |
| Grove Bank & Trust | 45 | $1.7K | <0.01% | 0 | 13F-HRTimeline |
| GK Wealth Management LLC | 39 | $1.47K | <0.01% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 13 | $490 | <0.01% | -13 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 6 | $227 | <0.01% | new | 13F-HRTimeline |