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 | $784.0M |
| Q3 2025 | 217 | $662.3M |
| Q2 2025 | 209 | $571.7M |
| Q1 2025 | 191 | $518.0M |
| Q4 2024 | 190 | $511.8M |
| Q3 2024 | 175 | $519.7M |
| Q2 2024 | 172 | $499.6M |
| Q1 2024 | 160 | $480.3M |
| Q4 2023 | 152 | $395.3M |
| Q3 2023 | 136 | $396.5M |
| Q2 2023 | 130 | $374.7M |
| Q1 2023 | 123 | $307.9M |
| Q4 2022 | 128 | $306.0M |
| Q3 2022 | 123 | $269.9M |
| Q2 2022 | 139 | $327.8M |
| Q1 2022 | 143 | $400.3M |
| 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 |
|---|---|---|---|---|---|
| First Horizon Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $1.00K | 0.00% | +11 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 19 | $2.00K | 0.00% | +4+26.7% | Added |
| Raffa Wealth Management, LLC | 26 | $2.20K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 53 | $4.00K | 0.00% | +53 | New |
| Fieldpoint Private Securities, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 55 | $5.00K | 0.00% | +55 | New |
| CWM, LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 68 | $6.00K | 0.00% | −2−2.9% | Reduced |
| Rockefeller Capital Management L.P. | 81 | $6.00K | 0.00% | +12+17.4% | Added |
| Farmers & Merchants Investments Inc | 86 | $7.00K | 0.00% | −50−36.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $8.00K | 0.00% | +100 | New |
| 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 |
| Berman Capital Advisors, LLC | 166 | $14.0K | 0.00% | +1+0.6% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 260 | $22.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 255 | $22.0K | 0.00% | +255 | New |
| TD Private Client Wealth LLC | 294 | $24.9K | 0.00% | +27+10.1% | Added |
| Private Capital Group, LLC | 331 | $28.0K | 0.01% | +6+1.8% | Added |
| Bessemer Group Inc | 344 | $29.0K | 0.00% | +119+52.9% | Added |
| Zions Bancorporation, N.A. | 385 | $33.0K | 0.00% | +2+0.5% | Added |
| Arkadios Wealth Advisors | 402 | $34.0K | 0.00% | +216+116.1% | Added |
| Enterprise Financial Services Corp | 417 | $35.0K | 0.01% | −7−1.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 532 | $45.0K | 0.01% | −38−6.7% | Reduced |
| Captrust Financial Advisors | 538 | $46.0K | 0.00% | +108+25.1% | Added |
| Deutsche Bank AG | 791 | $67.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 973 | $84.0K | 0.00% | +43+4.6% | Added |
| Lindbrook Capital, LLC | 1,002 | $85.0K | 0.02% | −74−6.9% | Reduced |
| Heritage Wealth Management, LLC | 1,051 | $89.0K | 0.03% | +1,051 | New |
| Huntington National Bank | 1,631 | $138.0K | 0.00% | +23+1.4% | Added |
| Advisor Group Holdings, Inc. | 1,753 | $146.0K | 0.00% | +665+61.1% | Added |
| Concord Wealth Partners | 2,000 | $169.0K | 0.05% | +700+53.8% | 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 |
| Ballentine Partners, LLC | 2,467 | $209.0K | 0.01% | +10.0% | Added |
| Parallel Advisors, LLC | 2,491 | $211.0K | 0.01% | +1,178+89.7% | Added |
| Baldwin Brothers Inc | 2,720 | $230.0K | 0.03% | +476+21.2% | Added |
| UBS Group AG | 2,820 | $239.0K | 0.00% | +154+5.8% | Added |
| Quadrant Capital Group LLC | 2,912 | $247.0K | 0.04% | +416+16.7% | Added |
| Advisors Asset Management, Inc. | 2,976 | $252.0K | 0.00% | −169−5.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,051 | $258.0K | 0.00% | −2,600−46.0% | Reduced |
| Bank of Montreal | 2,874 | $260.0K | 0.00% | +293+11.4% | Added |
| NorthCoast Asset Management LLC | 3,089 | $262.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,101 | $263.0K | 0.00% | −346−10.0% | 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 |
| Raymond James & Associates | 4,081 | $345.0K | 0.00% | −131−3.1% | Reduced |
| Eaton Vance Management | 4,176 | $353.0K | 0.00% | −110−2.6% | Reduced |
| West Family Investments, Inc. | 4,450 | $377.0K | 0.11% | +4,450 | New |
| Altium Wealth Management LLC | 4,585 | $388.0K | 0.03% | +414+9.9% | Added |
| The PNC Financial Services Group, Inc. | 4,908 | $416.0K | 0.00% | +202+4.3% | Added |
| Ameriprise Financial Inc | 4,925 | $417.0K | 0.00% | −1,495−23.3% | Reduced |
| Blair William & Co | 5,244 | $444.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,355 | $453.0K | 0.02% | +516+10.7% | Added |
| Citadel Advisors LLC | 5,426 | $459.0K | 0.00% | +1,732+46.9% | Added |
| Fifth Third Bancorp | 5,600 | $474.0K | 0.00% | −1,182−17.4% | Reduced |
| Brinker Capital Investments, LLC | 5,930 | $502.0K | 0.01% | +5,930 | New |
| Arrowstreet Capital, Limited Partnership | 5,943 | $503.0K | 0.00% | +2,443+69.8% | Added |
| Eagle Asset Management Inc | 6,105 | $516.0K | 0.00% | +353+6.1% | Added |
| Veriti Management LLC | 6,396 | $542.0K | 0.08% | +2,813+78.5% | Added |
| Lester Murray Antman dba SimplyRich | 6,780 | $573.0K | 0.26% | 00.0% | Unchanged |
| Assetmark, Inc | 6,835 | $579.0K | 0.00% | +462+7.2% | Added |
| Royal Bank of Canada | 7,111 | $603.0K | 0.00% | −136−1.9% | Reduced |
| Guggenheim Capital LLC | 9,089 | $769.0K | 0.00% | +601+7.1% | Added |
| Geode Capital Management, LLC | 9,955 | $842.0K | 0.00% | +85+0.9% | Added |
| Ritholtz Wealth Management | 10,031 | $849.0K | 0.06% | +2,344+30.5% | Added |
| Stifel Financial Corp | 10,057 | $852.0K | 0.00% | +10,057 | New |
| Whittier Trust Co | 10,208 | $864.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners LLC | 10,921 | $924.0K | 0.06% | +201+1.9% | Added |
| Bank of New York Mellon Corp | 11,145 | $944.0K | 0.00% | +2,374+27.1% | Added |
| Wetherby Asset Management Inc | 11,192 | $948.0K | 0.06% | −218−1.9% | Reduced |
| Citigroup Inc | 11,566 | $979.0K | 0.00% | +1,241+12.0% | Added |
| Greenleaf Trust | 12,856 | $1.09M | 0.01% | +151+1.2% | Added |
| Boston Private Wealth LLC | 12,963 | $1.10M | 0.01% | +3,505+37.1% | Added |
| Wambolt & Associates, LLC | 13,173 | $1.11M | 0.47% | +2,672+25.4% | Added |
| Mercer Global Advisors Inc | 13,314 | $1.13M | 0.01% | −30.0% | Reduced |
| Princeton Global Asset Management LLC | 14,000 | $1.19M | 0.36% | −1,302−8.5% | Reduced |
| Dimensional Fund Advisors LP | 14,283 | $1.21M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,500 | $1.23M | 0.01% | +1,053+7.8% | Added |
| American Century Companies Inc | 14,730 | $1.25M | 0.00% | +1,973+15.5% | Added |
| Comerica Bank | 15,597 | $1.40M | 0.01% | +150+1.0% | Added |
| BTC Capital Management, Inc. | 16,986 | $1.44M | 0.16% | +343+2.1% | Added |
| Naples Global Advisors, LLC | 19,535 | $1.65M | 0.23% | 00.0% | Unchanged |
| Summit Global Investments | 20,528 | $1.74M | 0.10% | −1,178−5.4% | Reduced |
| Gilman Hill Asset Management, LLC | 21,332 | $1.81M | 0.46% | +65+0.3% | Added |
| US Bancorp | 30,386 | $2.57M | 0.00% | +6,219+25.7% | Added |