ORIX - SPONSORED ADR (IX) Institutional Ownership Changes & 13F Activity

ORIX - SPONSORED ADR (IX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Natixis Advisors, Llc, Curi Capital, Llc, Aqr Capital Management Llc, and Two Sigma Investments, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Parkside Financial Bank & TrustBuy+2+0.8%247$9.40KQ2 2026Sep 04, 2026
Brown, Lisle/Cummings, Inc.Sell-135-62.5%81$3.07KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+157+66.2%394$14.99KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+3,113+7.3%45,724$1.74MQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-74-0.9%8,248$313.75KQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+9,797+5.9%175,597$6.68MQ2 2026Aug 19, 2026
Pin Oak Investment Advisors IncBuy+2525$1.00Q2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+8,4118,411$319.96KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,126+81.5%2,508$95.42KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+690+7.6%9,751$370.92KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+331,717+11.5%3,225,609$122.70MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+278,382+36.1%1,048,981$39.90MQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+199,549+977.1%219,971$8.33MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+108,759+63.2%280,804$10.68MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-98,619-70.1%42,137$1.60MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+61,508+29.4%271,060$10.31MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+60,267+13.1%520,280$19.79MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+53,55053,550$2.04MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+53,212+172.5%84,052$3.20MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+47,954+7.9%654,254$25.04MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+32,612+36.9%121,062$4.61MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+30,862+8.8%382,934$14.57MQ2 2026Aug 14, 2026
Strategic Global Advisors, LlcSell-24,068-73.3%8,760$333.23KQ2 2026Aug 14, 2026
Sei Investments CoBuy+19,209+12.0%178,737$6.80MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+17,80517,805$677.30KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-17,342-30.3%39,851$1.52MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+15,920+16.5%112,461$4.28MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+15,499+77.7%35,442$1.35MQ2 2026Aug 14, 2026
Hrt Financial LpSell-11,272-46.1%13,166$500.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,014+166.6%14,423$548.73KQ2 2026Aug 14, 2026
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Frequently asked questions about IX activity

  • Which institutional owners are buying IX?

    Institutional owners buying IX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IX activity?

    "Buy" means an investor increased their reported position in IX compared to the prior reporting period. This reflects growing exposure to ORIX - SPONSORED ADR (IX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IX increasing?

    Institutional interest in IX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.