Orix Corp
IX- Exchange
- NYSE
- Industry
- Miscellaneous Business Credit Institution
- SEC CIK
- 0001070304
No open-market purchases or sales by Orix Corp insiders were filed in the last 90 days; 319 institutions reported holding it in 13F filings for Q2 2026, worth $1.42B in total; no superinvestor holds it.
Other share classesORXCF
13F holders, Q2 2026
Institutional positions in Orix Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 319
- +40 vs. Q1 2026
- Shares held
- 37.3M
- +3.40M (+10.0%) vs. Q1 2026
- Total value
- $1.42B
- +$403.3M (+39.7%) vs. Q1 2026
- New holders
- 63
- 147 more added
- Sold out
- 23
- 57 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 319 | $1.42B |
| Q1 2026 | 283 | $1.02B |
| Q4 2025 | 241 | $785.0M |
| Q3 2025 | 217 | $666.7M |
| Q2 2025 | 209 | $573.1M |
| Q1 2025 | 191 | $519.3M |
| Q4 2024 | 190 | $511.8M |
| Q3 2024 | 175 | $520.6M |
| Q2 2024 | 172 | $681.2M |
| Q1 2024 | 160 | $703.9M |
| Q4 2023 | 152 | $487.9M |
| Q3 2023 | 136 | $396.5M |
| Q2 2023 | 130 | $374.7M |
| Q1 2023 | 123 | $341.1M |
| Q4 2022 | 129 | $306.4M |
| Q3 2022 | 124 | $270.2M |
| Q2 2022 | 139 | $327.8M |
| Q1 2022 | 143 | $402.6M |
| Q4 2021 | 148 | $421.0M |
| Q3 2021 | 135 | $364.8M |
| Q2 2021 | 121 | $331.3M |
| Q1 2021 | 126 | $329.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 6,033,914 | $229.5M | 0.01% | +89,911+1.5% | Added |
| Morgan Stanley | 4,998,666 | $190.1M | 0.01% | −8,549−0.2% | Reduced |
| Bank of America Corp | 3,225,609 | $122.7M | 0.01% | +331,717+11.5% | Added |
| Todd Asset Management LLC | 1,822,511 | $69.3M | 1.23% | −17,547−1.0% | Reduced |
| Clearbridge Investments, LLC | 1,752,822 | $66.7M | 0.06% | +703,278+67.0% | Added |
| Northern Trust Corp | 1,356,665 | $51.6M | 0.01% | +47,257+3.6% | Added |
| Cullen Capital Management LLC | 1,220,846 | $46.4M | 0.46% | +140,485+13.0% | Added |
| American Century Companies Inc | 1,158,412 | $44.1M | 0.02% | +196,012+20.4% | Added |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | $43.6M | 0.30% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 1,048,981 | $39.9M | 0.04% | +278,382+36.1% | Added |
| Quantinno Capital Management LP | 1,038,092 | $39.5M | 0.05% | +113,677+12.3% | Added |
| BlackRock, Inc. | 903,214 | $34.4M | 0.00% | −35,753−3.8% | Reduced |
| Envestnet Asset Management Inc | 785,332 | $29.9M | 0.01% | +274,264+53.7% | Added |
| Jones Financial Companies LLLP | 654,254 | $25.0M | 0.01% | +47,954+7.9% | Added |
| JPMorgan Chase & Co | 564,688 | $21.7M | 0.00% | +250,546+79.8% | Added |
| Wells Fargo & Company | 520,280 | $19.8M | 0.00% | +60,267+13.1% | Added |
| O'Shaughnessy Asset Management, LLC | 391,459 | $14.9M | 0.07% | +100,380+34.5% | Added |
| Charles Schwab Investment Management Inc | 382,934 | $14.6M | 0.00% | +30,862+8.8% | Added |
| Eagle Global Advisors LLC | 348,148 | $13.2M | 0.44% | +12,770+3.8% | Added |
| AQR Capital Management LLC | 280,804 | $10.7M | 0.00% | +108,759+63.2% | Added |
| Raymond James Financial Inc | 271,060 | $10.3M | 0.00% | +61,508+29.4% | Added |
| RMB Capital Management, LLC | 219,971 | $8.33M | 0.13% | +199,549+977.1% | Added |
| Gilman Hill Asset Management, LLC | 199,365 | $7.58M | 1.04% | −3,792−1.9% | Reduced |
| Calamos Wealth Management LLC | 181,922 | $6.92M | 0.21% | +18,582+11.4% | Added |
| SEI Investments Co | 178,737 | $6.80M | 0.01% | +19,209+12.0% | Added |
| Mercer Global Advisors Inc | 175,597 | $6.68M | 0.01% | +9,797+5.9% | Added |
| Bank of New York Mellon Corp | 173,045 | $6.58M | 0.00% | +18,568+12.0% | Added |
| Oppenheimer Asset Management Inc. | 170,373 | $6.48M | 0.07% | +9,831+6.1% | Added |
| QRG Capital Management, Inc. | 166,395 | $6.33M | 0.05% | +13,092+8.5% | Added |
| Boston Common Asset Management, LLC | 165,949 | $6.31M | 0.37% | −9,223−5.3% | Reduced |
| Gradient Investments LLC | 165,151 | $6.28M | 0.09% | +7,697+4.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 162,560 | $6.18M | 0.01% | +92,119+130.8% | Added |
| Crossmark Global Holdings, Inc. | 142,762 | $5.43M | 0.07% | −1,474−1.0% | Reduced |
| JustInvest LLC | 139,524 | $5.31M | 0.04% | +4,829+3.6% | Added |
| Cerity Partners LLC | 131,236 | $4.99M | 0.01% | +8,244+6.7% | Added |
| Ritholtz Wealth Management | 128,737 | $4.90M | 0.07% | +24,640+23.7% | Added |
| Royal Bank of Canada | 121,062 | $4.61M | 0.00% | +32,612+36.9% | Added |
| Pathstone Holdings, LLC | 120,625 | $4.59M | 0.01% | −2,737−2.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 114,400 | $4.35M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 112,461 | $4.28M | 0.03% | +15,920+16.5% | Added |
| MML Investors Services, LLC | 107,109 | $4.07M | 0.01% | +40,735+61.4% | Added |
| BTC Capital Management, Inc. | 106,698 | $4.06M | 0.25% | +54,413+104.1% | Added |
| Callan Family Office, LLC | 105,134 | $4.00M | 0.08% | +1,096+1.1% | Added |
| UBS Asset Management Americas Inc | 97,086 | $3.69M | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 93,617 | $3.56M | 0.22% | +350+0.4% | Added |
| US Bancorp | 92,534 | $3.52M | 0.00% | +16,038+21.0% | Added |
| Vise Technologies, Inc. | 90,551 | $3.44M | 0.04% | +23,562+35.2% | Added |
| Mariner, LLC | 88,625 | $3.37M | 0.00% | +11,718+15.2% | Added |
| Henry James International Management, Inc. | 88,169 | $3.35M | 1.00% | −23,286−20.9% | Reduced |
| Artemis Investment Management LLP | 85,561 | $3.25M | 0.03% | +85,561 | New |
| Qube Research & Technologies Ltd | 84,052 | $3.20M | 0.00% | +53,212+172.5% | Added |
| LPL Financial LLC | 82,993 | $3.16M | 0.00% | +17,011+25.8% | Added |
| Laird Norton Trust Company, LLC | 73,960 | $2.81M | 0.05% | −314−0.4% | Reduced |
| Quadrant Capital Group LLC | 73,134 | $2.78M | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 72,488 | $2.76M | 0.00% | +6,016+9.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 72,570 | $2.75M | 0.01% | +3,674+5.3% | Added |
| First Trust Advisors LP | 66,709 | $2.54M | 0.00% | +135+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 66,449 | $2.53M | 0.59% | +3,215+5.1% | Added |
| Paradigm Asset Management Co LLC | 66,400 | $2.53M | 0.54% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 60,348 | $2.30M | 0.04% | +3,442+6.0% | Added |
| HighTower Advisors, LLC | 58,650 | $2.23M | 0.00% | −5,117−8.0% | Reduced |
| Ameriprise Financial Inc | 53,550 | $2.04M | 0.00% | +4,339+8.8% | Added |
| Ieq Capital, LLC | 53,601 | $2.04M | 0.01% | +2,246+4.4% | Added |
| The PNC Financial Services Group, Inc. | 52,651 | $2.00M | 0.00% | +5,990+12.8% | Added |
| Ativo Capital Management LLC | 51,144 | $1.95M | 1.49% | −50.0% | Reduced |
| Stifel Financial Corp | 49,987 | $1.90M | 0.00% | +22,684+83.1% | Added |
| Citigroup Inc | 48,379 | $1.84M | 0.00% | +3,970+8.9% | Added |
| CI Private Wealth, LLC | 45,724 | $1.74M | 0.00% | +3,113+7.3% | Added |
| Neuberger Berman Group LLC | 45,373 | $1.73M | 0.00% | +12,585+38.4% | Added |
| Sanctuary Advisors, LLC | 44,868 | $1.71M | 0.01% | +21,531+92.3% | Added |
| Two Sigma Investments, LP | 42,137 | $1.60M | 0.00% | −98,619−70.1% | Reduced |
| Goldman Sachs Group Inc | 39,851 | $1.52M | 0.00% | −17,342−30.3% | Reduced |
| Rhumbline Advisers | 39,754 | $1.51M | 0.00% | +2,107+5.6% | Added |
| Bank of Montreal | 38,623 | $1.47M | 0.00% | +12,616+48.5% | Added |
| Colony Group, LLC | 37,940 | $1.44M | 0.00% | +3,357+9.7% | Added |
| Creative Planning | 37,467 | $1.43M | 0.00% | +5,017+15.5% | Added |
| Greenleaf Trust | 36,300 | $1.38M | 0.01% | −1,075−2.9% | Reduced |
| Millennium Management LLC | 35,442 | $1.35M | 0.00% | +15,499+77.7% | Added |
| Fifth Third Bancorp | 34,416 | $1.31M | 0.00% | −1,308−3.7% | Reduced |
| Aaron Wealth Advisors | 33,056 | $1.26M | 0.06% | −945−2.8% | Reduced |
| Cetera Investment Advisers | 32,926 | $1.25M | 0.00% | +5,311+19.2% | Added |
| Allspring Global Investments Holdings, LLC | 32,215 | $1.24M | 0.00% | +2,472+8.3% | Added |
| Kathmere Capital Management, LLC | 32,308 | $1.23M | 0.07% | +2,603+8.8% | Added |
| State Street Corp | 32,135 | $1.22M | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 31,176 | $1.19M | 0.02% | −1,065−3.3% | Reduced |
| Park Avenue Securities LLC | 30,883 | $1.18M | 0.01% | +2,043+7.1% | Added |
| Ethic Inc. | 30,338 | $1.15M | 0.01% | +12,387+69.0% | Added |
| Syon Capital LLC | 29,862 | $1.14M | 0.05% | +1,273+4.5% | Added |
| Dynasty Wealth Management, LLC | 29,371 | $1.12M | 0.01% | +2,554+9.5% | Added |
| TD Waterhouse Canada Inc. | 28,548 | $1.10M | 0.00% | +28,548 | New |
| OneAscent Investment Solutions LLC | 27,978 | $1.06M | 1.01% | +27,978 | New |
| Ferguson Wellman Capital Management, Inc | 27,960 | $1.06M | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 31,155 | $1.06M | 0.00% | +12,678+68.6% | Added |
| William Blair Investment Management, LLC | 27,725 | $1.05M | 0.00% | +27,725 | New |
| Hennion & Walsh Asset Management, Inc. | 27,576 | $1.05M | 0.03% | +13,427+94.9% | Added |
| Investment Research Partners LLC | 27,303 | $1.04M | 0.35% | +2,479+10.0% | Added |
| Campbell & CO Investment Adviser LLC | 27,258 | $1.04M | 0.05% | +27,258 | New |
| Plan A Wealth LLC | 27,237 | $1.04M | 0.44% | +2,037+8.1% | Added |
| Sequoia Financial Advisors, LLC | 26,360 | $1.00M | 0.01% | +373+1.4% | Added |
| RSM US Wealth Management LLC | 26,330 | $1.00M | 0.01% | +472+1.8% | Added |