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 |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 2 | $0 | 0.00% | −17−89.5% | Reduced |
| Baystate Wealth Management LLC | 7 | $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% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 11 | $1.00K | 0.00% | +11 | New |
| Carroll Financial Associates, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| JJJ Advisors Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Laurel Wealth Planning LLC | 14 | $1.00K | 0.00% | +14 | New |
| American Portfolios Advisors | 15 | $1.42K | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 22 | $2.00K | 0.00% | −1−4.3% | Reduced |
| Vigilant Capital Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $3.50K | 0.00% | +11+42.3% | Added |
| Gemmer Asset Management LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 46 | $4.00K | 0.00% | +46 | New |
| Fieldpoint Private Securities, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 56 | $5.00K | 0.00% | +56 | New |
| TD Private Client Wealth LLC | 61 | $5.77K | 0.00% | −233−79.3% | Reduced |
| Column Capital Advisors, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 72 | $6.00K | 0.00% | +72 | New |
| Harbour Investments, Inc. | 88 | $8.00K | 0.00% | +33+60.0% | Added |
| Syverson Strege & Co | 110 | $10.0K | 0.01% | +110 | New |
| Bell Investment Advisors, Inc | 108 | $10.0K | 0.00% | +108 | New |
| Pinnacle Bancorp, Inc. | 130 | $12.0K | 0.00% | +63+94.0% | Added |
| MUFG Americas Holdings Corp | 128 | $12.0K | 0.00% | +128 | New |
| D'Orazio & Associates, Inc. | 140 | $13.0K | 0.00% | +140 | New |
| Northwestern Mutual Wealth Management Co | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 145 | $14.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 177 | $16.0K | 0.00% | +11+6.6% | Added |
| Rockefeller Capital Management L.P. | 185 | $16.0K | 0.00% | +104+128.4% | Added |
| Farmers & Merchants Investments Inc | 194 | $18.0K | 0.00% | +108+125.6% | Added |
| Evoke Wealth, LLC | 204 | $19.0K | 0.00% | +136+200.0% | Added |
| Glassman Wealth Services | 207 | $20.0K | 0.00% | +21+11.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 222 | $21.0K | 0.00% | +30+15.6% | Added |
| AdvisorNet Financial, Inc | 255 | $24.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 260 | $25.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 343 | $32.0K | 0.01% | +12+3.6% | Added |
| 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 |
| Arkadios Wealth Advisors | 402 | $38.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Concord Wealth Partners | 450 | $43.0K | 0.02% | −1,550−77.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 477 | $45.0K | 0.01% | −55−10.3% | Reduced |
| Bessemer Group Inc | 836 | $79.0K | 0.00% | +492+143.0% | Added |
| Heritage Wealth Management, LLC | 967 | $91.0K | 0.03% | −84−8.0% | Reduced |
| JPMorgan Chase & Co | 1,039 | $97.0K | 0.00% | +66+6.8% | Added |
| Lindbrook Capital, LLC | 1,053 | $100.0K | 0.03% | +51+5.1% | Added |
| Employees Retirement System of Texas | 1,300 | $123.0K | 0.00% | +1,300 | New |
| Huntington National Bank | 1,383 | $131.0K | 0.00% | −248−15.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,465 | $139.0K | 0.00% | −288−16.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,177 | $205.0K | 0.02% | +2,177 | New |
| Checchi Capital Advisers, LLC | 2,252 | $213.0K | 0.03% | +2,252 | New |
| Financial Counselors Inc | 2,307 | $218.0K | 0.00% | +2,307 | New |
| Credit Suisse AG | 2,369 | $224.0K | 0.00% | +2,369 | New |
| Johnson Investment Counsel Inc | 2,450 | $232.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,487 | $235.0K | 0.00% | +46+1.9% | Added |
| Cresset Asset Management, LLC | 2,544 | $240.0K | 0.00% | +2,544 | New |
| Corient Capital Partners, LLC | 2,606 | $246.0K | 0.02% | +2,606 | New |
| UBS Group AG | 2,707 | $256.0K | 0.00% | −113−4.0% | Reduced |
| Advisors Asset Management, Inc. | 2,737 | $259.0K | 0.00% | −239−8.0% | Reduced |
| Baldwin Brothers Inc | 2,803 | $265.0K | 0.03% | +83+3.1% | Added |
| Susquehanna Fundamental Investments, LLC | 2,951 | $279.0K | 0.01% | −100−3.3% | Reduced |
| Bank of Montreal | 2,967 | $292.0K | 0.00% | +93+3.2% | Added |
| Fisher Asset Management, LLC | 3,101 | $293.0K | 0.00% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 3,118 | $295.0K | 0.01% | +29+0.9% | Added |
| Parallel Advisors, LLC | 3,153 | $298.0K | 0.01% | +662+26.6% | Added |
| Creative Planning | 3,163 | $299.0K | 0.00% | +3,163 | New |
| Quadrant Capital Group LLC | 3,246 | $307.0K | 0.04% | +334+11.5% | Added |
| Mount Yale Investment Advisors, LLC | 3,263 | $308.0K | 0.04% | +3,263 | New |
| Citadel Advisors LLC | 3,381 | $320.0K | 0.00% | −2,045−37.7% | Reduced |
| JustInvest LLC | 4,447 | $420.0K | 0.04% | +1,000+29.0% | Added |
| Raymond James & Associates | 4,501 | $425.0K | 0.00% | +420+10.3% | Added |
| West Family Investments, Inc. | 4,555 | $431.0K | 0.11% | +105+2.4% | Added |
| The PNC Financial Services Group, Inc. | 4,846 | $458.0K | 0.00% | −62−1.3% | Reduced |
| Ameriprise Financial Inc | 4,963 | $469.0K | 0.00% | +38+0.8% | Added |
| Brinker Capital Investments, LLC | 5,930 | $502.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 5,307 | $503.0K | 0.00% | −10,290−66.0% | Reduced |
| Altium Wealth Management LLC | 5,378 | $508.0K | 0.04% | +793+17.3% | Added |
| Citigroup Inc | 5,467 | $517.0K | 0.00% | −6,099−52.7% | Reduced |
| Fifth Third Bancorp | 5,848 | $553.0K | 0.00% | +248+4.4% | Added |
| Signaturefd, LLC | 6,145 | $581.0K | 0.02% | +790+14.8% | Added |
| Assetmark, Inc | 6,631 | $627.0K | 0.00% | −204−3.0% | Reduced |
| Eagle Asset Management Inc | 6,661 | $629.0K | 0.00% | +556+9.1% | Added |
| Lester Murray Antman dba SimplyRich | 6,780 | $640.0K | 0.23% | 00.0% | Unchanged |
| Veriti Management LLC | 6,896 | $652.0K | 0.09% | +500+7.8% | Added |
| Royal Bank of Canada | 8,030 | $759.0K | 0.00% | +919+12.9% | Added |
| Whittier Trust Co | 10,208 | $965.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,265 | $970.0K | 0.00% | +208+2.1% | Added |
| Natixis Advisors, L.P. | 10,360 | $979.0K | 0.00% | −4,140−28.6% | Reduced |
| Geode Capital Management, LLC | 10,598 | $1.00M | 0.00% | +643+6.5% | Added |
| Wetherby Asset Management Inc | 11,333 | $1.07M | 0.07% | +141+1.3% | Added |
| Bank of New York Mellon Corp | 11,408 | $1.08M | 0.00% | +263+2.4% | Added |
| Advisor Partners LLC | 11,504 | $1.09M | 0.07% | +583+5.3% | Added |
| Ritholtz Wealth Management | 12,261 | $1.16M | 0.08% | +2,230+22.2% | Added |
| 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 |