Public ownership evidence

ORIX Corporation American Depositary Shares (each representing One (1) Share of Common Stock) (IX) Ownership Disclosures

Read IX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

ORIX Corporation American Depositary Shares (each representing One (1) Share of Common Stock): source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
394
Value (USD)
$14,988
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29394$14,988None
Cornerstone Financial Management LLC2026-03-312026-08-29237$7,108None
Cornerstone Financial Management LLC2025-12-312026-08-29237$6,925None
Advisors Asset Management, Inc.2021-12-312026-08-282,903$295,467None
Advisors Asset Management, Inc.2022-12-312026-08-282,010$161,845None
Advisors Asset Management, Inc.2020-06-302026-08-283,014$185,662None
Advisors Asset Management, Inc.2022-06-302026-08-282,085$175,000None
Advisors Asset Management, Inc.2021-09-302026-08-282,737$259,000None
Corient Private Wealth LP2026-06-302026-08-2834,331$1,305,938None
Corient Private Wealth LP2026-06-302026-08-2811,393$433,373None
Principia Wealth Advisory, LLC2026-06-302026-08-27159$6,048None
Principia Wealth Advisory, LLC2026-03-312026-08-27140$4,199None
Brown Financial Advisors2026-06-302026-08-278,248$313,754None
Advisors Asset Management, Inc.2024-03-312026-08-275,611$618,332None
Advisors Asset Management, Inc.2025-03-312026-08-2739,447$824,048None
Advisors Asset Management, Inc.2022-09-302026-08-271,902$134,000None
Advisors Asset Management, Inc.2020-12-312026-08-273,164$245,000None
Advisors Asset Management, Inc.2022-03-312026-08-272,641$263,704None
Advisors Asset Management, Inc.2023-06-302026-08-272,719$248,000None
Advisors Asset Management, Inc.2023-09-302026-08-273,664$343,976None
Advisors Asset Management, Inc.2023-03-312026-08-272,272$186,486None
Advisors Asset Management, Inc.2021-03-312026-08-273,145$266,665None
Advisors Asset Management, Inc.2021-06-302026-08-272,976$252,000None
Advisors Asset Management, Inc.2020-09-302026-08-272,979$186,396None
Advisors Asset Management, Inc.2025-09-302026-08-2746,205$1,206,875None
Advisors Asset Management, Inc.2023-12-312026-08-274,589$428,567None
Advisors Asset Management, Inc.2019-12-312026-08-262,346$195,680None
Advisors Asset Management, Inc.2025-06-302026-08-2544,196$995,294None
Advisors Asset Management, Inc.2024-09-302026-08-227,474$867,358None
Advisors Asset Management, Inc.2024-06-302026-08-226,323$703,750None
Advisors Asset Management, Inc.2024-12-312026-08-227,672$814,997None
Advisors Asset Management, Inc.2025-12-312026-08-2250,472$1,474,792None
Advisors Asset Management, Inc.2020-03-312026-08-223,256$192,430None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20175,597$6,679,720None
Advisors Asset Management, Inc.2019-03-312026-08-191,684$121,029None
Advisors Asset Management, Inc.2019-09-302026-08-192,257$169,614None
Advisors Asset Management, Inc.2019-06-302026-08-192,261$169,304None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1925$1,000None
Corient Private Wealth LP2026-06-302026-08-1845,622$1,735,429None
Pure Financial Advisors, LLC2026-06-302026-08-188,411$319,961None
Transamerica Financial Advisors, LLC2026-06-302026-08-182,508$95,425None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-189,751$370,915None
Synergy Investment Management, LLC2026-06-302026-08-1550$1,956None
SEI INVESTMENTS CO2026-06-302026-08-15178,737$6,798,290None
JPL Wealth Management, LLC2026-06-302026-08-1580$3,044None
Advisors Asset Management, Inc.2026-06-302026-08-1560,348$2,295,638None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15188$7,225None
Basecamp Wealth Advisors LLC2026-06-302026-08-1512,647$481,092None
Nemes Rush Group LLC2026-06-302026-08-1567$2,549None
XTX Topco Ltd2026-06-302026-08-1522,885$870,545None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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