ORIX - SPONSORED ADR (IX) Institutional Shareholders
ORIX - SPONSORED ADR (IX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $991.04M in IX holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of IX tracked by InsiderSet, reporting ownership valued at approximately $178.26M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $239.19M, representing an estimated gain of +34.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed IX value among the investors covered in this analysis. Major shareholders include Fmr Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ORIX - SPONSORED ADR (IX).
This page ranks the largest institutional IX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
296
Total Reported Value
$991.04M
Largest Holder
Fmr Llc
Largest Position
$178.26M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 5,944,003 | $178,260,654 | $239,186,681 | +$60,926,027 | +34.18% | |
| Morgan Stanley | 0.01% | 5,007,215 | $150,166,460 | $201,490,332 | +$51,323,872 | +34.18% | |
| Bank Of America Corp | 0.01% | 2,893,892 | $86,787,821 | $116,450,214 | +$29,662,393 | +34.18% | |
| Todd Asset Management Llc | 1.23% | 1,822,511 | $69,328,561 | $73,337,843 | +$4,009,282 | +5.78% | |
| Northern Trust Corp | 0.01% | 1,309,408 | $39,269,146 | $52,690,578 | +$13,421,432 | +34.18% | |
| Cullen Capital Management, Llc | 0.33% | 1,080,361 | $32,400,026 | $43,473,727 | +$11,073,701 | +34.18% | |
| Clearbridge Investments, Llc | 0.03% | 1,049,544 | $31,475,827 | $42,233,651 | +$10,757,824 | +34.18% | |
| Envestnet Asset Management Inc | 0.01% | 785,332 | $29,872,943 | $31,601,760 | +$1,728,817 | +5.79% | |
| American Century Companies Inc | 0.01% | 962,400 | $28,862,376 | $38,726,976 | +$9,864,600 | +34.18% | |
| Blackrock, Inc. | 0.00% | 938,967 | $28,159,615 | $37,784,032 | +$9,624,417 | +34.18% | |
| Quantinno Capital Management Lp | 0.05% | 924,415 | $27,723,213 | $37,198,460 | +$9,475,247 | +34.18% | |
| Jones Financial Companies Lllp | 0.01% | 606,300 | $17,746,401 | $24,397,512 | +$6,651,111 | +37.48% | |
| Wells Fargo & Company/Mn | 0.00% | 460,013 | $13,795,797 | $18,510,923 | +$4,715,126 | +34.18% | |
| Charles Schwab Investment Management Inc | 0.00% | 352,072 | $10,558,639 | $14,167,377 | +$3,608,738 | +34.18% | |
| O'Shaughnessy Asset Management, Llc | 0.04% | 291,079 | $8,729,459 | $11,713,019 | +$2,983,560 | +34.18% | |
| Gilman Hill Asset Management, Llc | 1.04% | 199,365 | $7,583,827 | $8,022,448 | +$438,621 | +5.78% | |
| Calamos Wealth Management Llc | 0.21% | 181,922 | $6,920,299 | $7,320,541 | +$400,242 | +5.78% | |
| Oppenheimer Asset Management Inc. | 0.07% | 170,373 | $6,480,989 | $6,855,810 | +$374,821 | +5.78% | |
| Qrg Capital Management, Inc. | 0.05% | 166,395 | $6,329,650 | $6,695,735 | +$366,085 | +5.78% | |
| Boston Common Asset Management, Llc | 0.37% | 165,949 | $6,312,700 | $6,677,788 | +$365,088 | +5.78% | |
| Raymond James Financial Inc | 0.00% | 209,552 | $6,284,443 | $8,432,372 | +$2,147,929 | +34.18% | |
| Gradient Investments Llc | 0.09% | 165,151 | $6,282,344 | $6,645,676 | +$363,332 | +5.78% | |
| Crossmark Global Holdings, Inc. | 0.07% | 142,762 | $5,430,666 | $5,744,743 | +$314,077 | +5.78% | |
| Aqr Capital Management Llc | 0.00% | 172,045 | $5,159,654 | $6,923,091 | +$1,763,437 | +34.18% | |
| Jane Street Group, Llc | 0.01% | 167,463 | $5,022,215 | $6,738,711 | +$1,716,496 | +34.18% | |
| Mercer Global Advisors Inc | 0.01% | 165,800 | $4,972,328 | $6,671,792 | +$1,699,464 | +34.18% | |
| Sei Investments Co | 0.00% | 159,528 | $4,785,510 | $6,419,407 | +$1,633,897 | +34.14% | |
| Bank Of New York Mellon Corp | 0.00% | 154,477 | $4,632,759 | $6,216,154 | +$1,583,395 | +34.18% | |
| Two Sigma Investments, Lp | 0.00% | 140,756 | $4,221,272 | $5,664,021 | +$1,442,749 | +34.18% | |
| Btc Capital Management, Inc. | 0.25% | 106,698 | $4,058,790 | $4,293,528 | +$234,738 | +5.78% | |
| Vanguard Personalized Indexing Management, Llc | 0.04% | 134,695 | $4,039,503 | $5,420,127 | +$1,380,624 | +34.18% | |
| Pathstone Holdings, Llc | 0.01% | 123,362 | $3,699,633 | $4,964,087 | +$1,264,454 | +34.18% | |
| Cerity Partners Llc | 0.01% | 122,992 | $3,688,541 | $4,949,198 | +$1,260,657 | +34.18% | |
| Naples Global Advisors, Llc | 0.22% | 93,617 | $3,561,191 | $3,767,148 | +$205,957 | +5.78% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 114,400 | $3,430,856 | $4,603,456 | +$1,172,600 | +34.18% | |
| Henry James International Management Inc. | 1.00% | 88,169 | $3,353,949 | $3,547,921 | +$193,972 | +5.78% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 109,600 | $3,286,904 | $4,410,304 | +$1,123,400 | +34.18% |
| Artemis Investment Management Llp | 0.03% | 85,561 | $3,254,740 | $3,442,975 | +$188,235 | +5.78% | |
| Ritholtz Wealth Management | 0.05% | 104,097 | $3,121,863 | $4,188,863 | +$1,067,000 | +34.18% | |
| Callan Family Office, Llc | 0.07% | 104,038 | $3,120,108 | $4,186,489 | +$1,066,381 | +34.18% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 97,086 | $2,911,609 | $3,906,741 | +$995,132 | +34.18% | |
| Orion Porfolio Solutions, Llc | 0.02% | 96,541 | $2,895,244 | $3,884,810 | +$989,566 | +34.18% | |
| Royal Bank Of Canada | 0.00% | 88,450 | $2,652,000 | $3,559,228 | +$907,228 | +34.21% | |
| Mariner, Llc | 0.00% | 76,907 | $2,304,329 | $3,094,738 | +$790,409 | +34.30% | |
| Us Bancorp \De\ | 0.00% | 76,496 | $2,294,121 | $3,078,199 | +$784,078 | +34.18% | |
| Laird Norton Wetherby Trust Company, Llc | 0.05% | 74,274 | $2,227,477 | $2,988,786 | +$761,309 | +34.18% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 70,441 | $2,112,526 | $2,834,546 | +$722,020 | +34.18% | |
| First Trust Advisors Lp | 0.00% | 66,574 | $1,996,553 | $2,678,938 | +$682,385 | +34.18% | |
| Ubs Group Ag | 0.00% | 66,472 | $1,993,495 | $2,674,833 | +$681,338 | +34.18% | |
| Paradigm Asset Management Co Llc | 0.47% | 66,400 | $1,991,336 | $2,671,936 | +$680,600 | +34.18% |
Frequently asked questions about IX
Who owns the most IX stock?
The largest holders of IX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ORIX - SPONSORED ADR (IX).
Is IX widely held by superinvestors?
Many widely followed stocks like IX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.