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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | Buy | +2 | +0.8% | 247 | $9.40K | Q2 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -135 | -62.5% | 81 | $3.07K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +157 | +66.2% | 394 | $14.99K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +3,113 | +7.3% | 45,724 | $1.74M | Q2 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -74 | -0.9% | 8,248 | $313.75K | Q2 2026 | Aug 26, 2026 |
| Mercer Global Advisors Inc | Buy | +9,797 | +5.9% | 175,597 | $6.68M | Q2 2026 | Aug 19, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +25 | — | 25 | $1.00 | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +8,411 | — | 8,411 | $319.96K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +1,126 | +81.5% | 2,508 | $95.42K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +690 | +7.6% | 9,751 | $370.92K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +331,717 | +11.5% | 3,225,609 | $122.70M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +278,382 | +36.1% | 1,048,981 | $39.90M | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Buy | +199,549 | +977.1% | 219,971 | $8.33M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +108,759 | +63.2% | 280,804 | $10.68M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -98,619 | -70.1% | 42,137 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +61,508 | +29.4% | 271,060 | $10.31M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +60,267 | +13.1% | 520,280 | $19.79M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +53,550 | — | 53,550 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +53,212 | +172.5% | 84,052 | $3.20M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +47,954 | +7.9% | 654,254 | $25.04M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +32,612 | +36.9% | 121,062 | $4.61M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +30,862 | +8.8% | 382,934 | $14.57M | Q2 2026 | Aug 14, 2026 |
| Strategic Global Advisors, Llc | Sell | -24,068 | -73.3% | 8,760 | $333.23K | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +19,209 | +12.0% | 178,737 | $6.80M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +17,805 | — | 17,805 | $677.30K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -17,342 | -30.3% | 39,851 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +15,920 | +16.5% | 112,461 | $4.28M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +15,499 | +77.7% | 35,442 | $1.35M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Sell | -11,272 | -46.1% | 13,166 | $500.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +9,014 | +166.6% | 14,423 | $548.73K | Q2 2026 | Aug 14, 2026 |
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.
Related IX Institutional Insights
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- IX Insider Trading & SEC Form 4 Activity
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