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, Q3 2021
Institutional positions in Orix Corp as of Sep 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
- 135
- +16 vs. Q2 2021
- Shares held
- 3.86M
- −48.2K (−1.2%) vs. Q2 2021
- Total value
- $364.8M
- +$33.5M (+10.1%) vs. Q2 2021
- New holders
- 25
- 52 more added
- Sold out
- 9
- 36 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 585,133 | $55.3M | 0.03% | −56,357−8.8% | Reduced |
| Morgan Stanley | 470,667 | $44.5M | 0.01% | −10,246−2.1% | Reduced |
| FMR LLC | 400,952 | $37.9M | 0.00% | +34,469+9.4% | Added |
| BlackRock Inc. | 389,941 | $36.9M | 0.00% | −319−0.1% | Reduced |
| Wells Fargo & Company | 221,653 | $21.0M | 0.00% | −23,443−9.6% | Reduced |
| Todd Asset Management LLC | 200,751 | $19.0M | 0.44% | +2,080+1.0% | Added |
| Crossmark Global Holdings, Inc. | 142,041 | $13.4M | 0.31% | +5,891+4.3% | Added |
| Northern Trust Corp | 136,091 | $12.9M | 0.00% | −68,337−33.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 108,990 | $10.3M | 0.10% | 00.0% | Unchanged |
| State Street Corp | 99,096 | $9.37M | 0.00% | +2,121+2.2% | Added |
| Bank of America Corp | 88,780 | $8.39M | 0.00% | −2,261−2.5% | Reduced |
| Eagle Global Advisors LLC | 69,336 | $6.55M | 0.43% | −60−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,417 | $5.43M | 0.11% | +7,660+15.4% | Added |
| Boston Common Asset Management, LLC | 57,146 | $5.40M | 0.23% | +6,386+12.6% | Added |
| Henry James International Management, Inc. | 55,009 | $5.20M | 1.64% | −6,650−10.8% | Reduced |
| Envestnet Asset Management Inc | 51,316 | $4.85M | 0.00% | +16,736+48.4% | Added |
| Nuveen Asset Management, LLC | 51,120 | $4.83M | 0.00% | −70.0% | Reduced |
| Scout Investments, Inc. | 42,489 | $4.02M | 0.06% | −3,954−8.5% | Reduced |
| Goldman Sachs Group Inc | 41,474 | $3.92M | 0.00% | −2,225−5.1% | Reduced |
| US Bancorp | 37,108 | $3.51M | 0.01% | +6,722+22.1% | Added |
| Strategic Global Advisors, LLC | 30,899 | $2.92M | 0.43% | −73−0.2% | Reduced |
| Mercer Global Advisors Inc | 30,278 | $2.86M | 0.02% | +16,964+127.4% | Added |
| D. E. Shaw & Co., Inc. | 26,783 | $2.53M | 0.00% | −9,200−25.6% | Reduced |
| Gilman Hill Asset Management, LLC | 22,932 | $2.17M | 0.55% | +1,600+7.5% | Added |
| Summit Global Investments | 20,296 | $1.92M | 0.14% | −232−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,703 | $1.86M | 0.00% | +13,760+231.5% | Added |
| Naples Global Advisors, LLC | 19,385 | $1.83M | 0.24% | −150−0.8% | Reduced |
| Boston Private Wealth LLC | 17,797 | $1.68M | 0.02% | +4,834+37.3% | Added |
| BTC Capital Management, Inc. | 16,901 | $1.60M | 0.18% | −85−0.5% | Reduced |
| Wambolt & Associates, LLC | 15,268 | $1.44M | 0.58% | +2,095+15.9% | Added |
| American Century Companies Inc | 14,791 | $1.40M | 0.00% | +61+0.4% | Added |
| Dimensional Fund Advisors LP | 14,283 | $1.35M | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14,265 | $1.35M | 0.41% | +265+1.9% | Added |
| Boothbay Fund Management, LLC | 13,300 | $1.26M | 0.05% | +13,300 | New |
| Greenleaf Trust | 12,770 | $1.21M | 0.01% | −86−0.7% | Reduced |
| Guggenheim Capital LLC | 12,767 | $1.21M | 0.01% | +3,678+40.5% | Added |
| Ritholtz Wealth Management | 12,261 | $1.16M | 0.08% | +2,230+22.2% | Added |
| Advisor Partners LLC | 11,504 | $1.09M | 0.07% | +583+5.3% | Added |
| Bank of New York Mellon Corp | 11,408 | $1.08M | 0.00% | +263+2.4% | Added |
| Wetherby Asset Management Inc | 11,333 | $1.07M | 0.07% | +141+1.3% | Added |
| Geode Capital Management, LLC | 10,598 | $1.00M | 0.00% | +643+6.5% | Added |
| Natixis Advisors, L.P. | 10,360 | $979.0K | 0.00% | −4,140−28.6% | Reduced |
| Stifel Financial Corp | 10,265 | $970.0K | 0.00% | +208+2.1% | Added |
| Whittier Trust Co | 10,208 | $965.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,030 | $759.0K | 0.00% | +919+12.9% | Added |
| Veriti Management LLC | 6,896 | $652.0K | 0.09% | +500+7.8% | Added |
| Lester Murray Antman dba SimplyRich | 6,780 | $640.0K | 0.23% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 6,661 | $629.0K | 0.00% | +556+9.1% | Added |
| Assetmark, Inc | 6,631 | $627.0K | 0.00% | −204−3.0% | Reduced |
| Signaturefd, LLC | 6,145 | $581.0K | 0.02% | +790+14.8% | Added |
| Fifth Third Bancorp | 5,848 | $553.0K | 0.00% | +248+4.4% | Added |
| Citigroup Inc | 5,467 | $517.0K | 0.00% | −6,099−52.7% | Reduced |
| Altium Wealth Management LLC | 5,378 | $508.0K | 0.04% | +793+17.3% | Added |
| Comerica Bank | 5,307 | $503.0K | 0.00% | −10,290−66.0% | Reduced |
| Brinker Capital Investments, LLC | 5,930 | $502.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 4,963 | $469.0K | 0.00% | +38+0.8% | Added |
| The PNC Financial Services Group, Inc. | 4,846 | $458.0K | 0.00% | −62−1.3% | Reduced |
| West Family Investments, Inc. | 4,555 | $431.0K | 0.11% | +105+2.4% | Added |
| Raymond James & Associates | 4,501 | $425.0K | 0.00% | +420+10.3% | Added |
| JustInvest LLC | 4,447 | $420.0K | 0.04% | +1,000+29.0% | Added |
| Citadel Advisors LLC | 3,381 | $320.0K | 0.00% | −2,045−37.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,263 | $308.0K | 0.04% | +3,263 | New |
| Quadrant Capital Group LLC | 3,246 | $307.0K | 0.04% | +334+11.5% | Added |
| Creative Planning | 3,163 | $299.0K | 0.00% | +3,163 | New |
| Parallel Advisors, LLC | 3,153 | $298.0K | 0.01% | +662+26.6% | Added |
| NorthCoast Asset Management LLC | 3,118 | $295.0K | 0.01% | +29+0.9% | Added |
| Fisher Asset Management, LLC | 3,101 | $293.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 2,967 | $292.0K | 0.00% | +93+3.2% | Added |
| Susquehanna Fundamental Investments, LLC | 2,951 | $279.0K | 0.01% | −100−3.3% | Reduced |
| Baldwin Brothers Inc | 2,803 | $265.0K | 0.03% | +83+3.1% | Added |
| Advisors Asset Management, Inc. | 2,737 | $259.0K | 0.00% | −239−8.0% | Reduced |
| UBS Group AG | 2,707 | $256.0K | 0.00% | −113−4.0% | Reduced |
| Corient Capital Partners, LLC | 2,606 | $246.0K | 0.02% | +2,606 | New |
| Cresset Asset Management, LLC | 2,544 | $240.0K | 0.00% | +2,544 | New |
| Franklin Resources Inc | 2,487 | $235.0K | 0.00% | +46+1.9% | Added |
| Johnson Investment Counsel Inc | 2,450 | $232.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 2,369 | $224.0K | 0.00% | +2,369 | New |
| Financial Counselors Inc | 2,307 | $218.0K | 0.00% | +2,307 | New |
| Checchi Capital Advisers, LLC | 2,252 | $213.0K | 0.03% | +2,252 | New |
| Dorsey & Whitney Trust CO LLC | 2,177 | $205.0K | 0.02% | +2,177 | New |
| Advisor Group Holdings, Inc. | 1,465 | $139.0K | 0.00% | −288−16.4% | Reduced |
| Huntington National Bank | 1,383 | $131.0K | 0.00% | −248−15.2% | Reduced |
| Employees Retirement System of Texas | 1,300 | $123.0K | 0.00% | +1,300 | New |
| Lindbrook Capital, LLC | 1,053 | $100.0K | 0.03% | +51+5.1% | Added |
| JPMorgan Chase & Co | 1,039 | $97.0K | 0.00% | +66+6.8% | Added |
| Heritage Wealth Management, LLC | 967 | $91.0K | 0.03% | −84−8.0% | Reduced |
| Bessemer Group Inc | 836 | $79.0K | 0.00% | +492+143.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 477 | $45.0K | 0.01% | −55−10.3% | Reduced |
| Concord Wealth Partners | 450 | $43.0K | 0.02% | −1,550−77.5% | Reduced |
| Zions Bancorporation, N.A. | 410 | $39.0K | 0.00% | +25+6.5% | Added |
| New York State Common Retirement Fund | 410 | $39.0K | 0.00% | +410 | New |
| Arkadios Wealth Advisors | 402 | $38.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 4,150 | $37.0K | 0.00% | −26−0.6% | Reduced |
| Captrust Financial Advisors | 395 | $37.0K | 0.00% | −143−26.6% | Reduced |
| Private Capital Group, LLC | 343 | $32.0K | 0.01% | +12+3.6% | Added |
| Steward Partners Investment Advisory, LLC | 260 | $25.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 255 | $24.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 222 | $21.0K | 0.00% | +30+15.6% | Added |
| Glassman Wealth Services | 207 | $20.0K | 0.00% | +21+11.3% | Added |
| Evoke Wealth, LLC | 204 | $19.0K | 0.00% | +136+200.0% | Added |