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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, Q1 2021

Institutional positions in Orix Corp as of Mar 31, 2021. 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
126
No complete 13F data for Q4 2020
Shares held
3.88M
No complete 13F data for Q4 2020
Total value
$329.0M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 126 institutions
Q1 2021: 126 institutionsQ2 2021: 121 institutionsQ3 2021: 135 institutionsQ4 2021: 148 institutionsQ1 2022: 143 institutionsQ2 2022: 139 institutionsQ3 2022: 123 institutionsQ4 2022: 128 institutionsQ1 2023: 123 institutionsQ2 2023: 130 institutionsQ3 2023: 136 institutionsQ4 2023: 152 institutionsQ1 2024: 160 institutionsQ2 2024: 172 institutionsQ3 2024: 175 institutionsQ4 2024: 190 institutionsQ1 2025: 191 institutionsQ2 2025: 209 institutionsQ3 2025: 217 institutionsQ4 2025: 241 institutionsQ1 2026: 283 institutionsQ2 2026: 319 institutions
Value heldQ1 2021: $329.0M
Q1 2021: $329.0MQ2 2021: $331.3MQ3 2021: $364.8MQ4 2021: $421.0MQ1 2022: $400.3MQ2 2022: $327.8MQ3 2022: $269.9MQ4 2022: $306.0MQ1 2023: $307.9MQ2 2023: $374.7MQ3 2023: $396.5MQ4 2023: $395.3MQ1 2024: $480.3MQ2 2024: $499.6MQ3 2024: $519.7MQ4 2024: $511.8MQ1 2025: $518.0MQ2 2025: $571.7MQ3 2025: $662.3MQ4 2025: $784.0MQ1 2026: $1.02BQ2 2026: $1.42B
Institutions holding IX and their total value by quarter
QuarterHoldersValue
Q2 2026319$1.42B
Q1 2026283$1.02B
Q4 2025241$784.0M
Q3 2025217$662.3M
Q2 2025209$571.7M
Q1 2025191$518.0M
Q4 2024190$511.8M
Q3 2024175$519.7M
Q2 2024172$499.6M
Q1 2024160$480.3M
Q4 2023152$395.3M
Q3 2023136$396.5M
Q2 2023130$374.7M
Q1 2023123$307.9M
Q4 2022128$306.0M
Q3 2022123$269.9M
Q2 2022139$327.8M
Q1 2022143$400.3M
Q4 2021148$421.0M
Q3 2021135$364.8M
Q2 2021121$331.3M
Q1 2021126$329.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Orix Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Parametric Portfolio Associates LLC609,187$51.7M0.03%––
Morgan Stanley496,115$42.1M0.01%––
BlackRock Inc.400,010$33.9M0.00%––
FMR LLC300,883$25.5M0.00%––
Wells Fargo & Company289,188$24.5M0.01%––
Northern Trust Corp243,894$20.7M0.00%––
Todd Asset Management LLC231,241$19.6M0.46%––
Teachers Retirement System of the State of Kentucky148,990$12.6M0.12%––
Bank of America Corp117,602$9.97M0.00%––
State Street Corp91,004$7.72M0.00%––
Eagle Global Advisors LLC62,529$5.30M0.39%––
Henry James International Management, Inc.61,659$5.23M1.58%––
Nuveen Asset Management, LLC50,887$4.32M0.00%––
Scout Investments, Inc.48,662$4.13M0.06%––
Goldman Sachs Group Inc45,273$3.84M0.00%––
D. E. Shaw & Co., Inc.44,088$3.74M0.00%––
O'Shaughnessy Asset Management, LLC43,925$3.72M0.08%––
Canada Pension Plan Investment Board36,500$3.10M0.00%––
Boston Common Asset Management, LLC35,752$3.03M0.19%––
Envestnet Asset Management Inc35,034$2.97M0.00%––
Strategic Global Advisors, LLC25,964$2.20M0.40%––
US Bancorp24,167$2.05M0.00%––
Summit Global Investments21,706$1.84M0.12%––
Gilman Hill Asset Management, LLC21,267$1.80M0.50%––
Crossmark Global Holdings, Inc.20,986$1.78M0.04%––
Naples Global Advisors, LLC19,535$1.66M0.25%––
BTC Capital Management, Inc.16,643$1.41M0.16%––
Princeton Global Asset Management LLC15,302$1.30M0.42%––
Comerica Bank15,447$1.26M0.01%––
Dimensional Fund Advisors LP14,283$1.21M0.00%––
Natixis Advisors, L.P.13,447$1.14M0.01%––
Mercer Global Advisors Inc13,317$1.13M0.01%––
American Century Companies Inc12,757$1.08M0.00%––
Greenleaf Trust12,705$1.08M0.01%––
Wetherby Asset Management Inc11,410$967.0K0.07%––
Advisor Partners LLC10,720$909.0K0.07%––
Wambolt & Associates, LLC10,501$885.0K0.46%––
Citigroup Inc10,325$875.0K0.00%––
Whittier Trust Co10,208$866.0K0.02%––
Geode Capital Management, LLC9,870$836.0K0.00%––
Boston Private Wealth LLC9,458$801.0K0.01%––
Bank of New York Mellon Corp8,771$744.0K0.00%––
Guggenheim Capital LLC8,488$720.0K0.00%––
Ritholtz Wealth Management7,687$652.0K0.05%––
Royal Bank of Canada7,247$614.0K0.00%––
Fifth Third Bancorp6,782$575.0K0.00%––
Lester Murray Antman dba SimplyRich6,780$575.0K0.23%––
Ameriprise Financial Inc6,420$544.0K0.00%––
Assetmark, Inc6,373$540.0K0.00%––
Eagle Asset Management Inc5,752$484.0K0.00%––
Susquehanna Fundamental Investments, LLC5,651$479.0K0.01%––
Blair William & Co5,244$445.0K0.00%––
Signaturefd, LLC4,839$410.0K0.02%––
The PNC Financial Services Group, Inc.4,706$399.0K0.00%––
JustInvest LLC4,446$377.0K0.06%––
Eaton Vance Management4,286$363.0K0.00%––
Raymond James & Associates4,212$357.0K0.00%––
Altium Wealth Management LLC4,171$354.0K0.03%––
Citadel Advisors LLC3,694$313.0K0.00%––
Veriti Management LLC3,583$304.0K0.08%––
Arrowstreet Capital, Limited Partnership3,500$297.0K0.00%––
Fisher Asset Management, LLC3,447$292.0K0.00%––
Old National Bancorp3,234$274.0K0.01%––
Advisors Asset Management, Inc.3,145$266.7K0.00%––
NorthCoast Asset Management LLC3,089$262.0K0.01%––
Creative Planning3,073$261.0K0.00%––
Lake Street Advisors Group, LLC3,044$258.0K0.02%––
Marshall Wace North America L.P.2,893$246.0K0.00%––
Financial Counselors Inc2,874$244.0K0.01%––
UBS Group AG2,666$226.0K0.00%––
Bank of Montreal2,581$215.0K0.00%––
Quadrant Capital Group LLC2,496$212.0K0.03%––
Franklin Resources Inc2,476$210.0K0.00%––
Ballentine Partners, LLC2,466$209.0K0.01%––
Johnson Investment Counsel Inc2,450$208.0K0.00%––
Baldwin Brothers Inc2,244$190.0K0.02%––
Huntington National Bank1,608$136.0K0.00%––
Parallel Advisors, LLC1,313$111.0K0.01%––
Concord Wealth Partners1,300$110.0K0.04%––
Advisor Group Holdings, Inc.1,088$91.0K0.00%––
Lindbrook Capital, LLC1,076$91.0K0.02%––
JPMorgan Chase & Co930$79.0K0.00%––
Deutsche Bank AG791$67.0K0.00%––
Graves-Light Private Wealth Management, Inc.570$48.0K0.01%––
Enterprise Financial Services Corp424$36.0K0.01%––
Captrust Financial Advisors430$36.0K0.00%––
Standard Family Office LLC402$34.0K0.01%––
Zions Bancorporation, N.A.383$32.0K0.00%––
Private Capital Group, LLC325$28.0K0.01%––
Valeo Financial Advisors, LLC309$26.0K0.00%––
TD Private Client Wealth LLC267$22.6K0.00%––
Steward Partners Investment Advisory, LLC260$22.0K0.00%––
Bessemer Group Inc225$20.0K0.00%––
Glassman Wealth Services183$16.0K0.00%––
Patriot Financial Group Insurance Agency, LLC192$16.0K0.00%––
Arkadios Wealth Advisors186$15.0K0.00%––
Berman Capital Advisors, LLC165$14.0K0.00%––
Northwestern Mutual Wealth Management Co150$12.0K0.00%––
Farmers & Merchants Investments Inc136$12.0K0.00%––
Lenox Wealth Advisors, LLC145$12.0K0.00%––