ORIX - SPONSORED ADR

Watch

Share

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

(12 Elite)

$1.1B

Total Value

75% (109)

Consensus

82 buying - 27 selling

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

Smart Money Verdict

View all

Loading verdict

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

12 elite

Who's Trading

Source dates: Price Aug 27, 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

Checking access…

View all insider tradesView all activist filings

Top Holders

Top Holders (104)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	6M(+1.5%)	$229.5M	0.0%	+68.95%	31
MORGAN STANLEY	Decreased	5M(-0.2%)	$190.1M	0.0%	+88.56%	0
BANK OF AMERICA CORP /DE/	Increased	3.2M(+11.5%)	$122.7M	0.0%	+65.06%	34
Clearbridge Investments, LLC	Increased	1.8M(+67.0%)	$66.7M	0.1%	+14.48%	44
NORTHERN TRUST CORP	Increased	1.4M(+3.6%)	$51.6M	0.0%	+73.34%	30
Cullen Capital Management, LLC	Increased	1.2M(+13.0%)	$46.4M	0.5%	+19.99%	39
AMERICAN CENTURY COMPANIES INC	Increased	1.2M(+20.4%)	$44.1M	0.0%	+47.70%	35
Quantinno Capital Management LP	Increased	1M(+12.3%)	$39.5M	0.0%	+49.44%	33
BlackRock, Inc.	Decreased	903,214(-3.8%)	$34.4M	0.0%	+84.33%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	785,332(+53.7%)	$29.9M	0.0%	+21.85%	40
JONES FINANCIAL COMPANIES LLLP	Increased	654,254(+7.9%)	$25M	0.0%	+20.88%	31
JPMORGAN CHASE & CO	Increased	564,688(+79.8%)	$21.7M	0.0%	+21.77%	44
WELLS FARGO & COMPANY/MN	Increased	520,280(+13.1%)	$19.8M	0.0%	+31.76%	32
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	391,459(+34.5%)	$14.9M	0.1%	+50.83%	36
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	382,934(+8.8%)	$14.6M	0.0%	+49.18%	31
AQR CAPITAL MANAGEMENT LLC	Increased	280,804(+63.2%)	$10.7M	0.0%	+29.45%	40
RAYMOND JAMES FINANCIAL INC	Increased	271,060(+29.4%)	$10.3M	0.0%	+20.45%	35
SEI INVESTMENTS CO	Increased	178,737(+12.0%)	$6.8M	0.0%	+64.12%	31
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	175,597(+5.9%)	$6.7M	0.0%	+81.67%	29
Bank of New York Mellon Corp	Increased	173,045(+12.0%)	$6.6M	0.0%	+62.93%	31

Showing 1-20 of 114

Per page:

1 / 6

IXORIX - SPONSORED ADR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC-CLASS A SHARES

419 holders · $439.6B

JPMJPMORGAN CHASE & CO

405 holders · $558.4B

MAMASTERCARD INC - A

401 holders · $346.2B

BACBANK OF AMERICA CORP

393 holders · $275B

BRK/BBERKSHIRE HATHAWAY INC-CL B

387 holders · $401.1B

SPGIS&P GLOBAL INC

377 holders · $90.6B

MSMORGAN STANLEY

373 holders · $260.4B

WFCWELLS FARGO & CO

373 holders · $179.2B

COFCAPITAL ONE FINANCIAL CORP

371 holders · $95.7B

AXPAMERICAN EXPRESS CO

370 holders · $176B

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