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 2021
Institutional positions in Orix Corp as of Jun 30, 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
- 121
- −5 vs. Q1 2021
- Shares held
- 3.91M
- +30.7K (+0.8%) vs. Q1 2021
- Total value
- $331.3M
- +$2.29M (+0.7%) vs. Q1 2021
- New holders
- 9
- 53 more added
- Sold out
- 14
- 30 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 641,490 | $54.3M | 0.03% | +32,303+5.3% | Added |
| Morgan Stanley | 480,913 | $40.7M | 0.01% | −15,202−3.1% | Reduced |
| BlackRock Inc. | 390,260 | $33.0M | 0.00% | −9,750−2.4% | Reduced |
| FMR LLC | 366,483 | $31.0M | 0.00% | +65,600+21.8% | Added |
| Wells Fargo & Company | 245,096 | $20.8M | 0.00% | −44,092−15.2% | Reduced |
| Northern Trust Corp | 204,428 | $17.3M | 0.00% | −39,466−16.2% | Reduced |
| Todd Asset Management LLC | 198,671 | $16.8M | 0.38% | −32,570−14.1% | Reduced |
| Crossmark Global Holdings, Inc. | 136,150 | $11.5M | 0.27% | +115,164+548.8% | Added |
| Teachers Retirement System of the State of Kentucky | 108,990 | $9.23M | 0.08% | −40,000−26.8% | Reduced |
| State Street Corp | 96,975 | $8.21M | 0.00% | +5,971+6.6% | Added |
| Bank of America Corp | 91,041 | $7.71M | 0.00% | −26,561−22.6% | Reduced |
| Eagle Global Advisors LLC | 69,396 | $5.88M | 0.38% | +6,867+11.0% | Added |
| Henry James International Management, Inc. | 61,659 | $5.22M | 1.49% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 51,127 | $4.33M | 0.00% | +240+0.5% | Added |
| Boston Common Asset Management, LLC | 50,760 | $4.30M | 0.18% | +15,008+42.0% | Added |
| O'Shaughnessy Asset Management, LLC | 49,757 | $4.21M | 0.08% | +5,832+13.3% | Added |
| Scout Investments, Inc. | 46,443 | $3.93M | 0.06% | −2,219−4.6% | Reduced |
| Goldman Sachs Group Inc | 43,699 | $3.70M | 0.00% | −1,574−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 35,983 | $3.05M | 0.00% | −8,105−18.4% | Reduced |
| Envestnet Asset Management Inc | 34,580 | $2.93M | 0.00% | −454−1.3% | Reduced |
| Strategic Global Advisors, LLC | 30,972 | $2.62M | 0.48% | +5,008+19.3% | Added |
| US Bancorp | 30,386 | $2.57M | 0.00% | +6,219+25.7% | Added |
| Gilman Hill Asset Management, LLC | 21,332 | $1.81M | 0.46% | +65+0.3% | Added |
| Summit Global Investments | 20,528 | $1.74M | 0.10% | −1,178−5.4% | Reduced |
| Naples Global Advisors, LLC | 19,535 | $1.65M | 0.23% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 16,986 | $1.44M | 0.16% | +343+2.1% | Added |
| Comerica Bank | 15,597 | $1.40M | 0.01% | +150+1.0% | Added |
| American Century Companies Inc | 14,730 | $1.25M | 0.00% | +1,973+15.5% | Added |
| Natixis Advisors, L.P. | 14,500 | $1.23M | 0.01% | +1,053+7.8% | Added |
| Dimensional Fund Advisors LP | 14,283 | $1.21M | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14,000 | $1.19M | 0.36% | −1,302−8.5% | Reduced |
| Mercer Global Advisors Inc | 13,314 | $1.13M | 0.01% | −30.0% | Reduced |
| Wambolt & Associates, LLC | 13,173 | $1.11M | 0.47% | +2,672+25.4% | Added |
| Boston Private Wealth LLC | 12,963 | $1.10M | 0.01% | +3,505+37.1% | Added |
| Greenleaf Trust | 12,856 | $1.09M | 0.01% | +151+1.2% | Added |
| Citigroup Inc | 11,566 | $979.0K | 0.00% | +1,241+12.0% | Added |
| Wetherby Asset Management Inc | 11,192 | $948.0K | 0.06% | −218−1.9% | Reduced |
| Bank of New York Mellon Corp | 11,145 | $944.0K | 0.00% | +2,374+27.1% | Added |
| Advisor Partners LLC | 10,921 | $924.0K | 0.06% | +201+1.9% | Added |
| Whittier Trust Co | 10,208 | $864.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,057 | $852.0K | 0.00% | +10,057 | New |
| Ritholtz Wealth Management | 10,031 | $849.0K | 0.06% | +2,344+30.5% | Added |
| Geode Capital Management, LLC | 9,955 | $842.0K | 0.00% | +85+0.9% | Added |
| Guggenheim Capital LLC | 9,089 | $769.0K | 0.00% | +601+7.1% | Added |
| Royal Bank of Canada | 7,111 | $603.0K | 0.00% | −136−1.9% | Reduced |
| Assetmark, Inc | 6,835 | $579.0K | 0.00% | +462+7.2% | Added |
| Lester Murray Antman dba SimplyRich | 6,780 | $573.0K | 0.26% | 00.0% | Unchanged |
| Veriti Management LLC | 6,396 | $542.0K | 0.08% | +2,813+78.5% | Added |
| Eagle Asset Management Inc | 6,105 | $516.0K | 0.00% | +353+6.1% | Added |
| Arrowstreet Capital, Limited Partnership | 5,943 | $503.0K | 0.00% | +2,443+69.8% | Added |
| Brinker Capital Investments, LLC | 5,930 | $502.0K | 0.01% | +5,930 | New |
| Fifth Third Bancorp | 5,600 | $474.0K | 0.00% | −1,182−17.4% | Reduced |
| Citadel Advisors LLC | 5,426 | $459.0K | 0.00% | +1,732+46.9% | Added |
| Signaturefd, LLC | 5,355 | $453.0K | 0.02% | +516+10.7% | Added |
| Blair William & Co | 5,244 | $444.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 4,925 | $417.0K | 0.00% | −1,495−23.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,908 | $416.0K | 0.00% | +202+4.3% | Added |
| Altium Wealth Management LLC | 4,585 | $388.0K | 0.03% | +414+9.9% | Added |
| West Family Investments, Inc. | 4,450 | $377.0K | 0.11% | +4,450 | New |
| Eaton Vance Management | 4,176 | $353.0K | 0.00% | −110−2.6% | Reduced |
| Raymond James & Associates | 4,081 | $345.0K | 0.00% | −131−3.1% | Reduced |
| JustInvest LLC | 3,447 | $292.0K | 0.03% | −999−22.5% | Reduced |
| Lake Street Advisors Group, LLC | 3,088 | $292.0K | 0.02% | +44+1.4% | Added |
| Fisher Asset Management, LLC | 3,101 | $263.0K | 0.00% | −346−10.0% | Reduced |
| NorthCoast Asset Management LLC | 3,089 | $262.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 2,874 | $260.0K | 0.00% | +293+11.4% | Added |
| Susquehanna Fundamental Investments, LLC | 3,051 | $258.0K | 0.00% | −2,600−46.0% | Reduced |
| Advisors Asset Management, Inc. | 2,976 | $252.0K | 0.00% | −169−5.4% | Reduced |
| Quadrant Capital Group LLC | 2,912 | $247.0K | 0.04% | +416+16.7% | Added |
| UBS Group AG | 2,820 | $239.0K | 0.00% | +154+5.8% | Added |
| Baldwin Brothers Inc | 2,720 | $230.0K | 0.03% | +476+21.2% | Added |
| Parallel Advisors, LLC | 2,491 | $211.0K | 0.01% | +1,178+89.7% | Added |
| Ballentine Partners, LLC | 2,467 | $209.0K | 0.01% | +10.0% | Added |
| Franklin Resources Inc | 2,441 | $207.0K | 0.00% | −35−1.4% | Reduced |
| Johnson Investment Counsel Inc | 2,450 | $207.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $169.0K | 0.05% | +700+53.8% | Added |
| Advisor Group Holdings, Inc. | 1,753 | $146.0K | 0.00% | +665+61.1% | Added |
| Huntington National Bank | 1,631 | $138.0K | 0.00% | +23+1.4% | Added |
| Heritage Wealth Management, LLC | 1,051 | $89.0K | 0.03% | +1,051 | New |
| Lindbrook Capital, LLC | 1,002 | $85.0K | 0.02% | −74−6.9% | Reduced |
| JPMorgan Chase & Co | 973 | $84.0K | 0.00% | +43+4.6% | Added |
| Deutsche Bank AG | 791 | $67.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 538 | $46.0K | 0.00% | +108+25.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 532 | $45.0K | 0.01% | −38−6.7% | Reduced |
| Enterprise Financial Services Corp | 417 | $35.0K | 0.01% | −7−1.7% | Reduced |
| Arkadios Wealth Advisors | 402 | $34.0K | 0.00% | +216+116.1% | Added |
| Zions Bancorporation, N.A. | 385 | $33.0K | 0.00% | +2+0.5% | Added |
| Bessemer Group Inc | 344 | $29.0K | 0.00% | +119+52.9% | Added |
| Private Capital Group, LLC | 331 | $28.0K | 0.01% | +6+1.8% | Added |
| TD Private Client Wealth LLC | 294 | $24.9K | 0.00% | +27+10.1% | Added |
| Steward Partners Investment Advisory, LLC | 260 | $22.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 255 | $22.0K | 0.00% | +255 | New |
| Glassman Wealth Services | 186 | $16.0K | 0.00% | +3+1.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 192 | $16.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 166 | $14.0K | 0.00% | +1+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 145 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $8.00K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 86 | $7.00K | 0.00% | −50−36.8% | Reduced |
| CWM, LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |