ORIX - SPONSORED ADR

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IX·686330101·US·ADR·Financial Services - Financial Conglomerates-13D/G

IX (ORIX - SPONSORED ADR) is held by 104 institutional investors as of Q2 2026. Largest holders: FMR LLC ($229.5M), MORGAN STANLEY ($190.1M), BANK OF AMERICA CORP /DE/ ($122.7M). Net institutional sentiment: Bullish.

104

Holders

(11 Elite)

$1.1B

Total Value

75% (109)

Consensus

82 buying - 27 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)44

Insider (Form 4)55

Activist (13D/13G)54

Congressional (STOCK Act)40

Holder Quality

26

★★★★★

Elite

52

★★★★

Strong

34

★★★

Solid

72

★★

Below

37

★

Weak

Held by 104 funds

11 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Jun 25, 2026 · Activists Jul 23, 2026 · Congress none

ActivistSumitomo Mitsui Trust Group, Inc.5.0%Jul 23, 2026

InsiderITIshihara TomohikoBuy $150.85May 20, 2026

InsiderMSMatsuzaki SatoruBuy $251.45May 20, 2026

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Top Holders

Top Holders (104)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	6M(+1.5%)	$229.5M	0.0%	+57.81%	31
MORGAN STANLEY	Decreased	5M(-0.2%)	$190.1M	0.0%	+71.06%	0
BANK OF AMERICA CORP /DE/	Increased	3.2M(+11.5%)	$122.7M	0.0%	+53.14%	34
Clearbridge Investments, LLC	Increased	1.8M(+67.0%)	$66.7M	0.1%	+6.47%	44
NORTHERN TRUST CORP	Increased	1.4M(+3.6%)	$51.6M	0.0%	+84.87%	30
Cullen Capital Management, LLC	Increased	1.2M(+13.0%)	$46.4M	0.5%	+11.59%	39
AMERICAN CENTURY COMPANIES INC	Increased	1.2M(+20.4%)	$44.1M	0.0%	+46.38%	35
Quantinno Capital Management LP	Increased	1M(+12.3%)	$39.5M	0.0%	+41.76%	33
BlackRock, Inc.	Decreased	903,214(-3.8%)	$34.4M	0.0%	+71.25%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	785,332(+53.7%)	$29.9M	0.0%	+19.64%	40
JONES FINANCIAL COMPANIES LLLP	Increased	654,254(+7.9%)	$25M	0.0%	+20.86%	31
JPMORGAN CHASE & CO	Increased	564,688(+79.8%)	$21.7M	0.0%	+15.65%	44
WELLS FARGO & COMPANY/MN	Increased	520,280(+13.1%)	$19.8M	0.0%	+31.92%	32
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	391,459(+34.5%)	$14.9M	0.1%	+53.16%	36
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	382,934(+8.8%)	$14.6M	0.0%	+43.21%	31
AQR CAPITAL MANAGEMENT LLC	Increased	280,804(+63.2%)	$10.7M	0.0%	+21.38%	40
RAYMOND JAMES FINANCIAL INC	Increased	271,060(+29.4%)	$10.3M	0.0%	+18.28%	35
SEI INVESTMENTS CO	Increased	178,737(+12.0%)	$6.8M	0.0%	+60.86%	31
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	175,597(+5.9%)	$6.7M	0.0%	+93.83%	29
Bank of New York Mellon Corp	Increased	173,045(+12.0%)	$6.6M	0.0%	+67.24%	31

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer