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 |
|---|---|---|---|---|---|
| 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 |
| Fieldpoint Private Securities, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 55 | $5.00K | 0.00% | +55 | New |
| Gemmer Asset Management LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 53 | $4.00K | 0.00% | +53 | New |
| Barclays PLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $2.20K | 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 |
| Bartlett & Co. Wealth Management LLC | 12 | $1.02K | 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 |
| First Horizon Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −2,893−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −2,874−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −14−100.0% | Sold out |