ORIX Corporation - Depositary Receipt (Common Stock)
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SecurityIX / ORIX Corporation - Depositary Receipt (Common Stock)
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership654 shares
Latest Disclosed Value $ 19,613
IFP Advisors, Inc reports 32.12% increase in ownership of IX / ORIX Corporation - Depositary Receipt (Common Stock)

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 654 shares of ORIX Corporation - Depositary Receipt (Common Stock) (US:IX) valued at $19,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 495 shares of ORIX Corporation - Depositary Receipt (Common Stock). This represents a change in shares of 32.12% during the quarter. The current value of the position is $24,774 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ORIX cs 686330101 654 159 32.12 20 35.71 0.0004
2026-02-06 2025-12-31 13F ORIX cs 686330101 495 0 0.00 14 16.67 0.0003
2026-02-06 2025-09-30 13F/A-1 ORIX CORP SPONSORED ADR cs 686330101 495 -41 -7.65 13 0.00 0.0003
2025-12-02 2025-09-30 13F ORIX CORP SPONSORED ADR cs 686330101 495 -41 13 0.0003
2025-07-24 2025-06-30 13F ORIX cs 686330101 536 15 2.88 12 20.00 0.0003
2025-05-05 2025-03-31 13F ORIX cs 686330101 521 426 448.42 11 0.00 0.0003
2025-02-04 2024-12-31 13F ORIX cs 686330101 95 1 1.06 10 0.00 0.0003
2025-02-04 2024-09-30 13F ORIX cs 686330101 94 0 0.00 11 0.00 0.0004
2024-07-30 2024-06-30 13F ORIX cs 686330101 94 73 347.62 10 400.00 0.0004
2024-07-30 2024-03-31 13F ORIX cs 686330101 21 0 0.00 2 100.00 0.0001
2024-01-09 2023-12-31 13F ORIX cs 686330101 21 0 0.00 2 0.00 0.0001
2023-10-12 2023-09-30 13F ORIX cs 686330101 21 13 162.50 2 0.0001
2023-08-14 2023-06-30 13F/A-1 ORIX cs 686330101 8 3 60.00 1 0.0000
2023-08-04 2023-06-30 13F ORIX cs 686330101 8 3 1 0.0000
2023-04-18 2023-03-31 13F ORIX cs 686330101 5 -313 -98.43 0 0.0000
2023-02-07 2022-12-31 13F ORIX cs 686330101 318 -48 -13.11 0 -100.00 0.0007
2022-11-08 2022-09-30 13F ORIX cs 686330101 366 -144 -28.24 47 -20.34 0.0012
2022-09-06 2022-06-30 13F/A-1 ORIX cs 686330101 510 0 0.00 59 0.00 0.0019
2022-09-06 2022-03-31 13F/A-1 ORIX cs 686330101 510 505 10,100.00 59 5,800.00 0.0019
2022-08-08 2022-03-31 13F ORIX CORP SPONSORED ADR Stock 686330101 116 111 10 0.0002
2022-01-12 2021-12-31 13F ORIX CORP SPONSORED ADR Stock 686330101 5 5 1 0.0000
2021-07-13 2021-06-30 13F ORIX CORP SPONSORED ADR Stock 686330101 0 0 0 0.0000
2021-04-30 2021-03-31 13F ORIX CORP SPONSORED ADR Stock 686330101 0 -58 -100.00 0 -100.00
2021-01-25 2020-12-31 13F ORIX CORP SPONSORED ADR Stock 686330101 58 25 75.76 4 100.00 0.0002
2020-10-29 2020-09-30 13F ORIX CORP SPONSORED ADR Stock 686330101 33 -6 -15.38 2 0.00 0.0001
2020-08-05 2020-06-30 13F ORIX CORP SPONSORED ADR Stock 686330101 39 0 0.00 2 -33.33 0.0002
2020-05-12 2020-03-31 13F ORIX CORP SPONSORED ADR Stock 686330101 39 -36 -48.00 3 -50.00 0.0003
2020-01-17 2019-12-31 13F ORIX CORP SPONSORED ADR Stock 686330101 75 0 0.00 6 0.00 0.0005
2019-11-07 2019-09-30 13F ORIX CORP SPONSORED ADR Stock 686330101 75 75 6 0.0004
2019-05-15 2019-03-31 13F ORIX CORPORATION SPONS ADR SPONSORED ADR C ADR 686330101 0 -205 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 ORIX CORPORATION SPONS ADR SPONSORED ADR C ADR 686330101 205 -9 -4.21 15 -11.76 0.0009
2019-01-23 2018-12-31 13F ORIX CORPORATION SPONS ADR SPONSORED ADR C ADR 686330101 205 -9 15 0.0009
2019-06-03 2018-09-30 13F/A-9 ORIX CORPORATION SPONS ADR SPONSORED ADR C ADR 686330101 214 29 15.68 17 13.33 0.0007
2018-10-25 2018-09-30 13F ORIX CORPORATION SPONS ADR SPONSORED ADR C ADR 686330101 214 29 17 0.0007
2019-06-03 2018-06-30 13F/A-8 ORIX CORPORATION SPONS ADR SPONSORED ADR C ADR 686330101 185 -65 -26.00 15 -28.57 0.0006
2018-08-07 2018-06-30 13F ORIX CORPORATION SPONS ADR SPONSORED ADR C ADR 686330101 185 -45 15
2019-06-03 2018-03-31 13F/A-7 ORIX CORP SPONSORED ADR ADR 686330101 250 0 0.00 21 0.00 0.0010
2018-05-09 2018-03-31 13F ORIX CORPORATION SPONS ADR SPONSORED ADR C ADR 686330101 230 -20 21
2019-06-03 2017-12-31 13F/A-6 ORIX CORP SPONSORED ADR ADR 686330101 250 12 5.04 21 10.53 0.0010
2018-01-24 2017-12-31 13F ORIX CORP SPONSORED ADR ADR 686330101 250 12 21
2017-10-30 2017-09-30 13F ORIX CORP SPONSORED ADR ADR 686330101 238 0 0.00 19 0.00 0.0008
2019-06-03 2017-06-30 13F/A-5 ORIX CORP SPONSORED ADR ADR 686330101 238 0 0.00 19 5.56 0.0008
2017-07-31 2017-06-30 13F ORIX CORP SPONSORED ADR ADR 686330101 238 0 19
2019-06-03 2017-03-31 13F/A-4 ORIX CORP SPONSORED ADR ADR 686330101 238 -115 -32.58 18 -33.33 0.0008
2017-04-26 2017-03-31 13F ORIX CORP SPONSORED ADR ADR 686330101 238 -115 18
2019-06-03 2016-12-31 13F/A-3 ORIX CORP SPONSORED ADR ADR 686330101 353 -6 -1.67 27 0.00 0.0013
2017-02-14 2016-12-31 13F ORIX CORP SPONSORED ADR ADR 686330101 353 -6 27
2016-11-04 2016-09-30 13F ORIX CORP SPONSORED ADR ADR 686330101 359 -128 -26.28 27 -12.90 0.0014
2019-06-03 2016-06-30 13F/A-2 ORIX CORP SPONSORED ADR ADR 686330101 487 111 29.52 31 14.81 0.0017
2016-08-22 2016-06-30 13F ORIX CORP SPONSORED ADR ADR 686330101 487 111 31
2016-05-02 2016-03-31 13F ORIX CORP SPONSORED ADR ADR 686330101 376 46 13.94 27 17.39 0.0016
2016-02-11 2015-12-31 13F ORIX CORP SPONSORED ADR ADR 686330101 330 330 23 0.0015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.