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 $1.40B 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 $229.53M in its June 30, 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 $242.87M, representing an estimated gain of +5.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
307
Total Reported Value
$1.40B
Largest Holder
Fmr Llc
Largest Position
$229.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
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% | 6,033,914 | $229,530,121 | $242,865,039 | +$13,334,918 | +5.81% | |
| Morgan Stanley | 0.01% | 4,998,666 | $190,149,343 | $201,196,307 | +$11,046,964 | +5.81% | |
| Bank Of America Corp | 0.01% | 3,225,609 | $122,702,161 | $129,830,762 | +$7,128,601 | +5.81% | |
| Todd Asset Management Llc | 1.23% | 1,822,511 | $69,328,561 | $73,356,068 | +$4,027,507 | +5.81% | |
| Clearbridge Investments, Llc | 0.06% | 1,752,822 | $66,677,347 | $70,551,086 | +$3,873,739 | +5.81% | |
| Northern Trust Corp | 0.01% | 1,356,665 | $51,607,536 | $54,605,766 | +$2,998,230 | +5.81% | |
| Cullen Capital Management, Llc | 0.46% | 1,220,846 | $46,440,997 | $49,139,052 | +$2,698,055 | +5.81% | |
| American Century Companies Inc | 0.02% | 1,158,412 | $44,065,992 | $46,626,083 | +$2,560,091 | +5.81% | |
| Teachers Retirement System Of The State Of Kentucky | 0.30% | 1,147,000 | $43,631,000 | $46,166,750 | +$2,535,750 | +5.81% | |
| Natixis Advisors, Llc | 0.04% | 1,048,981 | $39,903,000 | $42,221,485 | +$2,318,485 | +5.81% | |
| Quantinno Capital Management Lp | 0.05% | 1,038,092 | $39,489,035 | $41,783,203 | +$2,294,168 | +5.81% | |
| Blackrock, Inc. | 0.00% | 903,214 | $34,358,278 | $36,354,364 | +$1,996,086 | +5.81% | |
| Envestnet Asset Management Inc | 0.01% | 785,332 | $29,872,943 | $31,609,613 | +$1,736,670 | +5.81% | |
| Jones Financial Companies Lllp | 0.01% | 654,254 | $25,044,828 | $26,333,724 | +$1,288,896 | +5.15% | |
| Jpmorgan Chase & Co | 0.00% | 564,688 | $21,701,057 | $22,728,692 | +$1,027,635 | +4.74% | |
| Wells Fargo & Company/Mn | 0.00% | 520,280 | $19,791,455 | $20,941,270 | +$1,149,815 | +5.81% | |
| O'Shaughnessy Asset Management, Llc | 0.07% | 391,459 | $14,891,118 | $15,756,225 | +$865,107 | +5.81% | |
| Charles Schwab Investment Management Inc | 0.00% | 382,934 | $14,566,809 | $15,413,094 | +$846,285 | +5.81% | |
| Aqr Capital Management Llc | 0.00% | 280,804 | $10,681,796 | $11,302,361 | +$620,565 | +5.81% | |
| Raymond James Financial Inc | 0.00% | 271,060 | $10,311,127 | $10,910,165 | +$599,038 | +5.81% | |
| Curi Capital, Llc | 0.13% | 219,971 | $8,326,618 | $8,853,833 | +$527,215 | +6.33% | |
| Gilman Hill Asset Management, Llc | 1.04% | 199,365 | $7,583,827 | $8,024,441 | +$440,614 | +5.81% | |
| Calamos Wealth Management Llc | 0.21% | 181,922 | $6,920,299 | $7,322,361 | +$402,062 | +5.81% | |
| Sei Investments Co | 0.01% | 178,737 | $6,798,290 | $7,194,164 | +$395,874 | +5.82% | |
| Mercer Global Advisors Inc | 0.01% | 175,597 | $6,679,720 | $7,067,779 | +$388,059 | +5.81% | |
| Bank Of New York Mellon Corp | 0.00% | 173,045 | $6,582,611 | $6,965,061 | +$382,450 | +5.81% | |
| Oppenheimer Asset Management Inc. | 0.07% | 170,373 | $6,480,989 | $6,857,513 | +$376,524 | +5.81% | |
| Qrg Capital Management, Inc. | 0.05% | 166,395 | $6,329,650 | $6,697,399 | +$367,749 | +5.81% | |
| Boston Common Asset Management, Llc | 0.37% | 165,949 | $6,312,700 | $6,679,447 | +$366,747 | +5.81% | |
| Gradient Investments Llc | 0.09% | 165,151 | $6,282,344 | $6,647,328 | +$364,984 | +5.81% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 162,560 | $6,183,782 | $6,543,040 | +$359,258 | +5.81% | |
| Crossmark Global Holdings, Inc. | 0.07% | 142,762 | $5,430,666 | $5,746,171 | +$315,505 | +5.81% | |
| Vanguard Personalized Indexing Management, Llc | 0.04% | 139,524 | $5,307,493 | $5,615,841 | +$308,348 | +5.81% | |
| Cerity Partners Llc | 0.01% | 131,236 | $4,992,200 | $5,282,249 | +$290,049 | +5.81% | |
| Ritholtz Wealth Management | 0.07% | 128,737 | $4,897,168 | $5,181,664 | +$284,496 | +5.81% | |
| Royal Bank Of Canada | 0.00% | 121,062 | $4,605,000 | $4,872,746 | +$267,746 | +5.81% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 114,400 | $4,351,776 | $4,604,600 | +$252,824 | +5.81% | |
| Orion Porfolio Solutions, Llc | 0.03% | 112,461 | $4,277,991 | $4,526,555 | +$248,564 | +5.81% | |
| Mml Investors Services, Llc | 0.01% | 107,109 | $4,074,418 | $4,311,137 | +$236,719 | +5.81% | |
| Btc Capital Management, Inc. | 0.25% | 106,698 | $4,058,790 | $4,294,595 | +$235,805 | +5.81% | |
| Callan Family Office, Llc | 0.08% | 105,134 | $3,999,308 | $4,231,644 | +$232,336 | +5.81% | |
| Pathstone Holdings, Llc | 0.01% | 123,362 | $3,699,633 | $4,965,321 | +$1,265,688 | +34.21% | |
| Naples Global Advisors, Llc | 0.22% | 93,617 | $3,561,191 | $3,768,084 | +$206,893 | +5.81% | |
| Us Bancorp \De\ | 0.00% | 92,534 | $3,520,073 | $3,724,494 | +$204,421 | +5.81% | |
| Vise Technologies, Inc. | 0.04% | 90,551 | $3,444,565 | $3,644,678 | +$200,113 | +5.81% | |
| Mariner, Llc | 0.00% | 88,625 | $3,371,480 | $3,567,156 | +$195,676 | +5.80% | |
| Henry James International Management Inc. | 1.00% | 88,169 | $3,353,949 | $3,548,802 | +$194,853 | +5.81% | |
| Artemis Investment Management Llp | 0.03% | 85,561 | $3,254,740 | $3,443,830 | +$189,090 | +5.81% | |
| Qube Research & Technologies Ltd | 0.00% | 84,052 | $3,197,338 | $3,383,093 | +$185,755 | +5.81% | |
| Lpl Financial Llc | 0.00% | 82,993 | $3,157,053 | $3,340,468 | +$183,415 | +5.81% |
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.