IX

Orix - Sponsored Adr

+$235.0M

Net Activity

Institutions Holding

279

Popularity Rank

#2131

Avg Weight

0.04%

Total Value

$1.0B

Ownership Trend

279 institutions currently hold IX, with 197 net buyers and 47 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

47

Net Buying Institutions

197

Key Holders

Key Holders

Top 5 by Value

FL
FMR LLC
$178.3M
MS
Morgan Stanley
$150.2M
BO
Bank Of America CORP /de/
$86.8M
TA
Todd Asset Management LLC
$55.2M
NT
Northern Trust CORP
$39.3M

Top 5 by Conviction

HJ
Henry James International Management Inc.
1.21%
TA
Todd Asset Management LLC
1.08%
GH
Gilman Hill Asset Management, LLC
0.92%
EG
Eagle Global Advisors LLC
0.36%
BC
Boston Common Asset Management, LLC
0.34%
View all 279 holding institutions

Quarterly Activity

Recent Activity

+$810.8M

Total Buy Value

$191.6M

Total Sell Value

New buy60
Trim29
Add137
Sold out18

197

Net Buyers

47

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ORIX - SPONSORED ADR (IX)?
Major stakeholders currently include FMR LLC ($178.3M), Morgan Stanley ($150.2M), Bank Of America CORP /de/ ($86.8M). Based on the latest 13F filings, there are a total of 279 tracked investment funds and institutions maintaining positions in IX.
What is the overall institutional sentiment toward IX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $235.0M, driven by 197 managers accumulating shares while 47 reduced their exposure.
Which institutions have been selling or reducing their IX positions?
In the latest period, 29 funds trimmed their holdings, and 18 managers completely exited their positions. The aggregate reported sell value was $191.6M.
Are there any notable investors adding IX to their portfolios?
Yes, buying activity remains notable. 60 institutions opened new positions in {ticker}, and 137 existing holders added to their shares. The total reported buy value for the quarter amounted to $810.8M.

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