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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
First Horizon Corp5$00.00%––
Baystate Wealth Management LLC7$1.00K0.00%––
Bartlett & Co. LLC12$1.00K0.00%––
First Horizon Advisors, Inc.23$1.00K0.00%––
Sowell Financial Services LLC12$1.00K0.00%––
Institutional & Family Asset Management, LLC7$1.00K0.00%––
Liberty Wealth Management LLC15$1.00K0.00%––
Atlas Private Wealth Advisors14$1.00K0.00%––
Bartlett & Co. Wealth Management LLC12$1.02K0.00%––
Creative Financial Designs Inc27$2.00K0.00%––
Motco24$2.00K0.00%––
Reilly Financial Advisors, LLC21$2.00K0.00%––
Raffa Wealth Management, LLC26$2.21K0.00%––
Barclays PLC40$3.00K0.00%––
Financial Management Professionals, Inc.30$3.00K0.00%––
Meridian Wealth Partners, LLC36$3.00K0.00%––
Gemmer Asset Management LLC43$4.00K0.00%––
Fieldpoint Private Securities, LLC50$4.00K0.00%––
Bellevue Asset Management, LLC51$4.00K0.00%––
International Assets Investment Management, LLC55$4.00K0.00%––
Rockefeller Capital Management L.P.69$5.00K0.00%––
CWM, LLC71$6.00K0.00%––
Column Capital Advisors, LLC67$6.00K0.00%––
Pinnacle Bancorp, Inc.67$6.00K0.00%––
Evoke Wealth, LLC70$6.00K0.00%––
Northwestern Mutual Wealth Management Co150$12.0K0.00%––
Farmers & Merchants Investments Inc136$12.0K0.00%––
Lenox Wealth Advisors, LLC145$12.0K0.00%––
RMR Wealth Builders140$12.0K0.00%––
Berman Capital Advisors, LLC165$14.0K0.00%––
Arkadios Wealth Advisors186$15.0K0.00%––
Glassman Wealth Services183$16.0K0.00%––
Patriot Financial Group Insurance Agency, LLC192$16.0K0.00%––
Bessemer Group Inc225$20.0K0.00%––
Steward Partners Investment Advisory, LLC260$22.0K0.00%––
TD Private Client Wealth LLC267$22.6K0.00%––
Valeo Financial Advisors, LLC309$26.0K0.00%––
Private Capital Group, LLC325$28.0K0.01%––
Zions Bancorporation, N.A.383$32.0K0.00%––
Standard Family Office LLC402$34.0K0.01%––
Enterprise Financial Services Corp424$36.0K0.01%––
Captrust Financial Advisors430$36.0K0.00%––
Graves-Light Private Wealth Management, Inc.570$48.0K0.01%––
Deutsche Bank AG791$67.0K0.00%––
JPMorgan Chase & Co930$79.0K0.00%––
Advisor Group Holdings, Inc.1,088$91.0K0.00%––
Lindbrook Capital, LLC1,076$91.0K0.02%––
Concord Wealth Partners1,300$110.0K0.04%––
Parallel Advisors, LLC1,313$111.0K0.01%––
Huntington National Bank1,608$136.0K0.00%––
Baldwin Brothers Inc2,244$190.0K0.02%––
Johnson Investment Counsel Inc2,450$208.0K0.00%––
Ballentine Partners, LLC2,466$209.0K0.01%––
Franklin Resources Inc2,476$210.0K0.00%––
Quadrant Capital Group LLC2,496$212.0K0.03%––
Bank of Montreal2,581$215.0K0.00%––
UBS Group AG2,666$226.0K0.00%––
Financial Counselors Inc2,874$244.0K0.01%––
Marshall Wace North America L.P.2,893$246.0K0.00%––
Lake Street Advisors Group, LLC3,044$258.0K0.02%––
Creative Planning3,073$261.0K0.00%––
NorthCoast Asset Management LLC3,089$262.0K0.01%––
Advisors Asset Management, Inc.3,145$266.7K0.00%––
Old National Bancorp3,234$274.0K0.01%––
Fisher Asset Management, LLC3,447$292.0K0.00%––
Arrowstreet Capital, Limited Partnership3,500$297.0K0.00%––
Veriti Management LLC3,583$304.0K0.08%––
Citadel Advisors LLC3,694$313.0K0.00%––
Altium Wealth Management LLC4,171$354.0K0.03%––
Raymond James & Associates4,212$357.0K0.00%––
Eaton Vance Management4,286$363.0K0.00%––
JustInvest LLC4,446$377.0K0.06%––
The PNC Financial Services Group, Inc.4,706$399.0K0.00%––
Signaturefd, LLC4,839$410.0K0.02%––
Blair William & Co5,244$445.0K0.00%––
Susquehanna Fundamental Investments, LLC5,651$479.0K0.01%––
Eagle Asset Management Inc5,752$484.0K0.00%––
Assetmark, Inc6,373$540.0K0.00%––
Ameriprise Financial Inc6,420$544.0K0.00%––
Fifth Third Bancorp6,782$575.0K0.00%––
Lester Murray Antman dba SimplyRich6,780$575.0K0.23%––
Royal Bank of Canada7,247$614.0K0.00%––
Ritholtz Wealth Management7,687$652.0K0.05%––
Guggenheim Capital LLC8,488$720.0K0.00%––
Bank of New York Mellon Corp8,771$744.0K0.00%––
Boston Private Wealth LLC9,458$801.0K0.01%––
Geode Capital Management, LLC9,870$836.0K0.00%––
Whittier Trust Co10,208$866.0K0.02%––
Citigroup Inc10,325$875.0K0.00%––
Wambolt & Associates, LLC10,501$885.0K0.46%––
Advisor Partners LLC10,720$909.0K0.07%––
Wetherby Asset Management Inc11,410$967.0K0.07%––
Greenleaf Trust12,705$1.08M0.01%––
American Century Companies Inc12,757$1.08M0.00%––
Mercer Global Advisors Inc13,317$1.13M0.01%––
Natixis Advisors, L.P.13,447$1.14M0.01%––
Dimensional Fund Advisors LP14,283$1.21M0.00%––
Comerica Bank15,447$1.26M0.01%––
Princeton Global Asset Management LLC15,302$1.30M0.42%––
BTC Capital Management, Inc.16,643$1.41M0.16%––