Vault-13

ORIX CORP IX

SPONSORED ADR · ADR · CUSIP 686330101

241 institutional holders +24 vs Q3 2025
26,786,51626.8m shares reported held*
$782.7mreported value*
42 new 92 added 52 reduced 25 sold out net bought ≈ $38.8m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.22.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 125Q4 22: 129Q1 23: 124Q2 23: 131Q3 23: 137Q4 23: 153Q1 24: 161Q2 24: 173Q3 24: 175Q4 24: 190Q1 25: 192Q2 25: 210Q3 25: 217Q4 25: 241241Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022125
Q4 2022129
Q1 2023124
Q2 2023131
Q3 2023137
Q4 2023153
Q1 2024161
Q2 2024173
Q3 2024175
Q4 2024190
Q1 2025192
Q2 2025210
Q3 2025217
Q4 2025241

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 87 bought or addedQ1 24: 53 cut or sold outQ2 24: 94 bought or addedQ2 24: 62 cut or sold outQ2 24Q3 24: 87 bought or addedQ3 24: 64 cut or sold outQ4 24: 96 bought or addedQ4 24: 67 cut or sold outQ4 24Q1 25: 95 bought or addedQ1 25: 86 cut or sold outQ2 25: 115 bought or addedQ2 25: 72 cut or sold outQ2 25Q3 25: 122 bought or addedQ3 25: 74 cut or sold outQ4 25: 134 bought or addedQ4 25: 77 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20248753
Q2 20249462
Q3 20248764
Q4 20249667
Q1 20259586
Q2 202511572
Q3 202512274
Q4 202513477

Biggest buyers

FMR LLC Added +607,896+607.9k
BANK OF AMERICA CORP /DE/ Added +492,952+493.0k
Quantinno Capital Management LP Added +166,567+166.6k
Calamos Wealth Management LLC New +140,402+140.4k
AMERICAN CENTURY COMPANIES INC Added +122,745+122.7k
MORGAN STANLEY Added +74,473+74.5k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +65,067+65.1k
Curi Capital, LLC New +61,812+61.8k
Laird Norton Wetherby Trust Company, LLC Added +59,485+59.5k
Callan Family Office, LLC Added +51,282+51.3k

Biggest sellers

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -205,388-205.4k
JPMORGAN CHASE & CO Reduced -179,689-179.7k
Capitolis Liquid Global Markets LLC Sold out -64,900-64.9k
Boston Common Asset Management, LLC Reduced -58,684-58.7k
MARSHALL WACE, LLP Sold out -58,493-58.5k
CITADEL ADVISORS LLC Reduced -40,311-40.3k
Henry James International Management Inc. Reduced -38,759-38.8k
CTC Alternative Strategies, Ltd. Sold out -34,100-34.1k
MILLENNIUM MANAGEMENT LLC Sold out -33,229-33.2k
BlackRock, Inc. Reduced -27,697-27.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Sumitomo Mitsui Trust Group, Inc. (5.0%, 2026-07-23)

Insider purchases and sales in Q4 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 5,514,3285.5m $161.1m $161.1m 0.01% Added +607.9k +607,896
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,117,9425.1m $149.5m $149.5m 0.01% Added +74.5k +74,473
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,868,2302.9m $83.8m $83.8m 0.01% Added +493.0k +492,952
4 TODD ASSET MANAGEMENT LLC 1.04% of their portfolio Louisville, KY 1,827,6261.8m $53.4m $53.4m 1.04% Reduced -19.4k -19,388
5 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.25% of their portfolio FRANKFORT, KY 1,147,0001.1m $33.5m $33.5m 0.25% Unchanged
6 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,068,1761.1m $31.2m $31.2m 0.00% Reduced -21.4k -21,437
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 906,743906.7k $26.5m $26.5m 0.00% Reduced -27.7k -27,697
8 Quantinno Capital Management LP 0.05% of their portfolio NEW YORK, NY 794,676794.7k $23.2m $23.2m 0.05% Added +166.6k +166,567
9 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 762,050762.0k $22.3m $22.3m 0.01% Added +122.7k +122,745
10 EAGLE GLOBAL ADVISORS LLC 0.36% of their portfolio Houston, TX 334,998335.0k $9.8m $9.8m 0.36% Added +20.1k +20,088
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 284,170284.2k $8.3m $8.3m 0.00% Added +65.1k +65,067
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.04% of their portfolio Stamford, CT 248,110248.1k $7.2m $7.2m 0.04% Added +10.6k +10,627
13 Henry James International Management Inc. 1.85% of their portfolio NEW YORK, NY 200,785200.8k $5.9m $5.9m 1.85% Reduced -38.8k -38,759
14 Gilman Hill Asset Management, LLC 0.92% of their portfolio NEW CANAAN, CT 199,349199.3k $5.8m $5.8m 0.92% Added +2.4k +2,405
15 Vanguard Personalized Indexing Management, LLC 0.05% of their portfolio OAKLAND, CA 181,361181.4k $5.3m $5.3m 0.05% Reduced -26.5k -26,508
16 Boston Common Asset Management, LLC 0.31% of their portfolio BOSTON, MA 176,395176.4k $5.2m $5.2m 0.31% Reduced -58.7k -58,684
17 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 163,944163.9k $4.8m $4.8m 0.01% Reduced -15.9k -15,926
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 158,513158.5k $4.6m $4.6m 0.00% Reduced -179.7k -179,689
19 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 153,268153.3k $4.5m $4.5m 0.01% Reduced -827 -827
20 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 142,198142.2k $4.2m $4.2m 0.00% Added +8.0k +7,981
21 Calamos Wealth Management LLC 0.14% of their portfolio NAPERVILLE, IL 140,402140.4k $4.1m $4.1m 0.14% New
22 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 132,107132.1k $3.9m $3.9m 0.00% Added +28.3k +28,292
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 128,425128.4k $3.8m $3.8m 0.00% Added +4.2k +4,201
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 125,118125.1k $3.7m $3.7m 0.00% Added +33 +33
25 QRG CAPITAL MANAGEMENT, INC. 0.04% of their portfolio BERWYN, PA 124,709124.7k $3.6m $3.6m 0.04% Added +8.7k +8,737
26 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 122,134122.1k $3.6m $3.6m 0.01% Added +4.8k +4,814
27 Crossmark Global Holdings, Inc. 0.05% of their portfolio HOUSTON, TX 120,484120.5k $3.5m $3.5m 0.05% Reduced -13.7k -13,657
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 113,716113.7k $3.3m $3.3m 0.00% Reduced -17.8k -17,793
29 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 107,107107.1k $3.1m $3.1m 0.00% Reduced -16.3k -16,277
30 Callan Family Office, LLC 0.06% of their portfolio RADNOR, PA 102,703102.7k $3.0m $3.0m 0.06% Added +51.3k +51,282
31 NAPLES GLOBAL ADVISORS, LLC 0.20% of their portfolio NAPLES, FL 93,26293.3k $2.7m $2.7m 0.20% Reduced -3 -3
32 BTC Capital Management, Inc. 0.17% of their portfolio DES MOINES, IA 84,81684.8k $2.5m $2.5m 0.17% Reduced -24.3k -24,315
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 81,63681.6k $2.4m $2.4m 0.00% Added +1.4k +1,436
34 RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio NEW YORK, NY 78,68778.7k $2.3m $2.3m 0.04% Added +891 +891
35 QUADRANT CAPITAL GROUP LLC 0.06% of their portfolio CINCINNATI, OH 73,13473.1k $2.1m $2.1m 0.06% Unchanged
36 Laird Norton Wetherby Trust Company, LLC 0.04% of their portfolio Seattle, WA 72,88572.9k $2.1m $2.1m 0.04% Added +59.5k +59,485
37 CWM, LLC 0.01% of their portfolio OMAHA, NE 71,49371.5k $2.1m $2.1m 0.01% Reduced -22.4k -22,420
38 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 70,22870.2k $2.1m $2.1m 0.00% Added +35.5k +35,481
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 70,22170.2k $2.1m $2.1m 0.00% Added +10.8k +10,791
40 Vise Technologies, Inc. 0.04% of their portfolio NEW YORK, NY 66,98967.0k $2.0m $2.0m 0.04% Added +26.8k +26,815
41 PARADIGM ASSET MANAGEMENT CO LLC 0.45% of their portfolio NEW YORK, NY 66,40066.4k $1.9m $1.9m 0.45% Reduced -17.3k -17,300
42 AlphaCore Capital LLC 0.04% of their portfolio LA JOLLA, CA 66,18666.2k $1.9m $1.9m 0.04% Reduced -11.5k -11,521
43 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.25% of their portfolio MINNEAPOLIS, MN 65,39565.4k $1.9m $1.9m 0.25% Reduced -1.2k -1,242
44 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio TORONTO, A6 65,20065.2k $1.9m $1.9m 0.00% Unchanged
45 Lester Murray Antman dba SimplyRich 0.48% of their portfolio CARLSBAD, CA 63,32163.3k $1.9m $1.9m 0.48% Added +17.0k +17,040
46 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 61,98062.0k $1.8m $1.8m 0.01% Added +7.2k +7,205
47 Curi Capital, LLC 0.03% of their portfolio CHICAGO, IL 61,81261.8k $1.8m $1.8m 0.03% New
48 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 60,90860.9k $1.8m $1.8m 0.00% Added +3.5k +3,526
49 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 57,06057.1k $1.7m $1.7m 0.00% Added +3.1k +3,096
50 DGS Capital Management, LLC 0.28% of their portfolio JERSEY CITY, NJ 55,22555.2k $1.6m $1.6m 0.28% Added +1.3k +1,291
51 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 54,95555.0k $1.6m $1.6m 0.00% Added +4.4k +4,374
52 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 54,22554.2k $1.6m $1.6m 0.01% Added +1.8k +1,821
53 Ativo Capital Management LLC 1.31% of their portfolio CHICAGO, IL 51,15851.2k $1.5m $1.5m 1.31% Reduced -3.4k -3,393
54 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 50,47250.5k $1.5m $1.5m 0.02% Added +4.3k +4,267
55 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 46,34346.3k $1.4m $1.4m 0.00% Added +11.8k +11,750
56 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 44,06044.1k $1.3m $1.3m 0.00% Added +3.2k +3,192
57 Campbell & CO Investment Adviser LLC 0.06% of their portfolio BALTIMORE, MD 42,16342.2k $1.2m $1.2m 0.06% Reduced -9.4k -9,403
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 40,90640.9k $1.2m $1.2m 0.00% Added +10.2k +10,214
59 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 40,47840.5k $1.2m $1.2m 0.00% New
60 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 39,40939.4k $1.2m $1.2m 0.00% Reduced -681 -681
61 GREENLEAF TRUST 0.01% of their portfolio KALAMAZOO, MI 37,37537.4k $1.1m $1.1m 0.01% Reduced -62 -62
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 35,79435.8k $1.0m $1.0m 0.00% Added +1.2k +1,231
63 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 35,27935.3k $1.0m $1.0m 0.00% Added +6.3k +6,316
64 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 34,10734.1k $996.6k $996.6k 0.00% New
65 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 32,55632.6k $951.3k $951.3k 0.00% Reduced -21.3k -21,299
66 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,45632.5k $948.4k $948.4k 0.00% Added +1.2k +1,172
67 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 32,13532.1k $939.0k $939.0k 0.00% Unchanged
68 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 31,51231.5k $920.8k $920.8k 0.00% Added +1.5k +1,505
69 SYON CAPITAL LLC 0.04% of their portfolio SAN FRANCISCO, CA 29,79529.8k $870.6k $870.6k 0.04% Added +6.2k +6,156
70 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 29,16629.2k $852.2k $852.2k 0.00% Added +21.2k +21,191
71 TRED AVON FAMILY WEALTH, LLC 0.27% of their portfolio EASTON, MD 28,91028.9k $844.8k $844.8k 0.27% Reduced -1.1k -1,075
72 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 28,11428.1k $829.1k $829.1k 0.00% Added +1.9k +1,947
73 Caprock Group, LLC 0.02% of their portfolio BOISE, ID 27,97728.0k $817.5k $817.5k 0.02% Added +2.6k +2,567
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 26,76426.8k $782.0k $782.0k 0.00% Added +11.6k +11,610
75 Dynasty Wealth Management, LLC 0.01% of their portfolio ST. PETERSBURG, FL 26,75126.8k $781.7k $781.7k 0.01% Added +3.2k +3,209
76 Kathmere Capital Management, LLC 0.05% of their portfolio WAYNE, PA 26,31926.3k $769.0k $769.0k 0.05% Added +1.0k +1,018
77 Strategic Global Advisors, LLC 0.12% of their portfolio NEWPORT BEACH, CA 26,19326.2k $765.4k $765.4k 0.12% Added +3.0k +2,968
78 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 25,33025.3k $740.1k $740.1k 0.00% Added +564 +564
79 Systematic Alpha Investments, LLC 0.02% of their portfolio PRINCETON, NJ 24,81024.8k $724.9k $724.9k 0.02% Unchanged
80 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 24,65224.7k $725.3k $725.3k 0.01% Added +4.7k +4,698
81 Plan A Wealth LLC 0.35% of their portfolio LINCOLN, NE 24,31824.3k $710.6k $710.6k 0.35% Added +1.4k +1,396
82 Investment Research Partners LLC 0.30% of their portfolio LEMONT, PA 23,60823.6k $689.8k $689.8k 0.30% Reduced -48 -48
83 Aaron Wealth Advisors LLC 0.04% of their portfolio Chicago, IL 23,53623.5k $687.7k $687.7k 0.04% Added +2.2k +2,153
84 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 21,94021.9k $641.1k $641.1k 0.00% Added +823 +823
85 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 21,10121.1k $616.6k $616.6k 0.00% Added +2.1k +2,144
86 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 20,78320.8k $607.3k $607.3k 0.02% Added +1.2k +1,194
87 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 20,48520.5k $598.6k $598.6k 0.01% Added +19.0k +19,041
88 Summit Global Investments 0.03% of their portfolio BOUNTIFUL, UT 20,03620.0k $585.0k $585.0k 0.03% Reduced -3.2k -3,151
89 SG Trading Solutions, LLC 0.13% of their portfolio BOUNTIFUL, UT 19,73119.7k $577.0k $577.0k 0.13% First filing
90 Venturi Wealth Management, LLC 0.03% of their portfolio AUSTIN, TX 19,34719.3k $565.3k $565.3k 0.03% Added +7.6k +7,552
91 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 18,75618.8k $548.1k $548.1k 0.02% Added +1.9k +1,867
92 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 18,39818.4k $538.0k $538.0k 0.00% Added +874 +874
93 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 18,21018.2k $532.1k $532.1k 0.00% First filing
94 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 18,16118.2k $530.7k $530.7k 0.00% Reduced -425 -425
95 Versant Capital Management, Inc 0.06% of their portfolio PHOENIX, AZ 17,38717.4k $508.0k $508.0k 0.06% Added +2.2k +2,170
96 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 17,19717.2k $455.0k $455.0k 0.00% Unchanged
97 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 16,88616.9k $493.4k $493.4k 0.00% Added +4.0k +4,028
98 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 16,74516.7k $489.3k $489.3k 0.01% Reduced -5 -5
99 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 16,49416.5k $482.0k $482.0k 0.01% Added +1.5k +1,456
100 RNC CAPITAL MANAGEMENT LLC 0.02% of their portfolio LOS ANGELES, CA 16,13516.1k $471.5k $471.5k 0.02% Added +550 +550