IX · NYSE · Financial - Credit Services

ORIX (ADR) (IX)

Combines finance, investment, and operating businesses across a diversified international portfolio.

$39.16
vs last close−0.37 (−0.94%)

13F · 13D/G · Form 4

Institutions≈ 3.31%37.15M ADS
321 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.02%262.1K ADS
7 holders · as of Jun 25, 2026
Strategic holders29.37%330.16M ADS
1 holder · as of Feb 4, 2022
Other≈ 67.30%756.54M ADS
remainder

1.12B ADS as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
Sumitomo Mitsui Trust Holdings, Inc.Strategic
29.37%330.16Mfiled Feb 4, 2022
FMR LLCInstitution
0.54%6.03M ADSas of Jun 30, 2026
Morgan StanleyInstitution
0.44%5.00M ADSas of Jun 30, 2026
Bank of America Corp /DE/Institution
0.29%3.23M ADSas of Jun 30, 2026
Todd Asset Management LLCInstitution
0.16%1.82M ADSas of Jun 30, 2026
Clearbridge Investments, LLCInstitution
0.16%1.75M ADSas of Jun 30, 2026
Northern Trust CorpInstitution
0.12%1.36M ADSas of Jun 30, 2026
Cullen Capital Management, LLCInstitution
0.11%1.22M ADSas of Jun 30, 2026
American Century Companies IncInstitution
0.10%1.16M ADSas of Jun 30, 2026
Teachers Retirement System of the State of KentuckyInstitution
0.10%1.15M ADSas of Jun 30, 2026
Natixis Advisors, L.P.Institution
0.09%1.05M ADSas of Jun 30, 2026
Quantinno Capital Management LPInstitution
0.09%1.04M ADSas of Jun 30, 2026
BlackRock, Inc.Institution
0.08%903,214 ADSas of Jun 30, 2026
Envestnet Asset Management IncInstitution
0.07%785,332 ADSas of Jun 30, 2026
Jones Financial Companies LLLPInstitution
0.06%654,254 ADSas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.05%564,688 ADSas of Jun 30, 2026
Wells Fargo & Company/MNInstitution
0.05%520,280 ADSas of Jun 30, 2026
O'Shaughnessy Asset Management, LLCInstitution
0.03%391,459 ADSas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.03%382,934 ADSas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.03%382,934 ADSas of Jun 30, 2026
Eagle Global Advisors LLCInstitution
0.03%348,148 ADSas of Jun 30, 2026
AQR Capital Management LLCInstitution
0.02%280,804 ADSas of Jun 30, 2026
Raymond James Financial IncInstitution
0.02%271,060 ADSas of Jun 30, 2026
RMB Capital Management, LLCInstitution
0.02%219,971 ADSas of Jun 30, 2026
Gilman Hill Asset Management, LLCInstitution
0.02%199,365 ADSas of Jun 30, 2026

13F, as of Jun 30, 2026

321 holders · 37.15M shares · 65 new positions · 212 increased · 57 reduced · 27 closed

HolderShares% outstandingChg q/qFiled
FMR LLC6.03M0.54%+89.9KAug 13, 2026
Morgan Stanley5.00M0.44%−8.5KAug 13, 2026
Bank of America Corp /DE/3.23M0.29%+331.7KAug 14, 2026
Todd Asset Management LLC1.82M0.16%−17.5KAug 4, 2026
Clearbridge Investments, LLC1.75M0.16%+703.3KAug 13, 2026
Northern Trust Corp1.36M0.12%+47.3KAug 13, 2026
Cullen Capital Management, LLC1.22M0.11%+140.5KAug 13, 2026
American Century Companies Inc1.16M0.10%+196.0KAug 12, 2026

13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 20, 2026
Tomohiko Ishiharaofficer: Executive Officer
Purchase4$38.22383
May 20, 2026
Satoru Matsuzakidirector, officer: See remarks
Purchase7$38.2210,719
May 20, 2026
Takashi Otsukaofficer: See Remarks
Purchase13$38.222,332

House and Senate disclosures

Not reported.