IX

Orix - Sponsored ADR$37.88 4.73%
FinancialsUSCUSIP 686330101· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
168
+27 QoQ
13F Value (tracked)
$920.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)38 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$37.88 4.73%5Y +115.0%
$11.98$19.44$26.90$34.36$41.82202120222023202420252026169158201017142191418151618131718181326823192720271834155473819462143266914
Hover for who · click for detailEnd-of-day closing prices52w $21.19 – $39.92
Build

Use IX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns IX

This stock page is the Follow view. The Build view lets your agent query IX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IX"
Ask your agent
Use Arkolith to show who owns IX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

168 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$178.3M
5.9M
+7.8%
Added · +430K sh
Q1 2026
2MORGAN STANLEY
$150.2M
5.0M
−2.2%
Reduced · −111K sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$86.8M
2.9M
+0.9%
Added · +26K sh
Q1 2026
4TODD ASSET MANAGEMENT LLC
$55.2M
1.8M
+0.7%
Added · +12K sh
Q1 2026
5NORTHERN TRUST CORP
$39.3M
1.3M
+23%
Added · +241K sh
Q1 2026
6Cullen Capital Management, LLC
$32.4M
1.1M
New
+1.1M sh
Q1 2026
7Clearbridge Investments, LLC
$31.5M
1.0M
New
+1.0M sh
Q1 2026
8AMERICAN CENTURY COMPANIES INC
$28.9M
962K
+26%
Added · +200K sh
Q1 2026
9BlackRock, Inc.
$28.2M
939K
+3.5%
Added · +32K sh
Q1 2026
10Quantinno Capital Management LP
$27.7M
924K
+16%
Added · +130K sh
Q1 2026
11JONES FINANCIAL COMPANIES LLLP
$17.7M
606K
913×
Added · +606K sh
Q1 2026
12ENVESTNET ASSET MANAGEMENT INC
$15.3M
511K
+349%
Added · +397K sh
Q1 2026
13WELLS FARGO & COMPANY/MN
$13.8M
460K
+268%
Added · +335K sh
Q1 2026
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$10.6M
352K
+24%
Added · +68K sh
Q1 2026
15EAGLE GLOBAL ADVISORS LLC
$10.1M
335K
+0.1%
Added · +380 sh
Q1 2026
16JPMORGAN CHASE & CO
$9.2M
314K
+98%
Added · +156K sh
Q1 2026
17O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$8.7M
291K
+17%
Added · +43K sh
Q1 2026
18RAYMOND JAMES FINANCIAL INC
$6.3M
210K
12×
Added · +191K sh
Q1 2026
19AQR CAPITAL MANAGEMENT LLC
$5.2M
172K
+30%
Added · +40K sh
Q1 2026
20JANE STREET GROUP, LLC
$5.0M
167K
New
+167K sh
Q1 2026
21MERCER GLOBAL ADVISORS INC /ADV
$5.0M
166K
+8.2%
Added · +13K sh
Q1 2026
22Calamos Advisors LLC
$4.9M
163K
New
+163K sh
Q1 2026
23Calamos Wealth Management LLC
$4.9M
163K
+16%
Added · +23K sh
Q1 2026
24OPPENHEIMER ASSET MANAGEMENT INC.
$4.8M
161K
New
+161K sh
Q1 2026
25SEI INVESTMENTS CO
$4.8M
160K
+12%
Added · +17K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
13
funds
Added
25
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

168 funds+88 since Q2 2022
084168Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $920.7M

Funds that own IX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA97 funds$33.5B
MICROSOFT CORPMSFT97 funds$26.2B
ALPHABET INC-CL AGOOGL97 funds$17.3B
BROADCOM INCAVGO97 funds$13.4B
TAIWAN SEMICONDUCTOR-SP ADRTSM97 funds$5.8B
JPMORGAN CHASE & COJPM96 funds$10.3B
ELI LILLY & COLLY96 funds$7.2B
VISA INC-CLASS A SHARESV96 funds$6.3B
CHEVRON CORPCVX96 funds$4.8B
HOME DEPOT INCHD96 funds$4.7B
MORGAN STANLEYMS96 funds$2.6B
UNITEDHEALTH GROUP INCUNH96 funds$2.3B

Ranked by how many of IX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.