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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 13,300 | $1.26M | 0.05% | +13,300 | New |
| Princeton Global Asset Management LLC | 14,265 | $1.35M | 0.41% | +265+1.9% | Added |
| Dimensional Fund Advisors LP | 14,283 | $1.35M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 14,791 | $1.40M | 0.00% | +61+0.4% | Added |
| Wambolt & Associates, LLC | 15,268 | $1.44M | 0.58% | +2,095+15.9% | Added |
| BTC Capital Management, Inc. | 16,901 | $1.60M | 0.18% | −85−0.5% | Reduced |
| Boston Private Wealth LLC | 17,797 | $1.68M | 0.02% | +4,834+37.3% | Added |
| Naples Global Advisors, LLC | 19,385 | $1.83M | 0.24% | −150−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,703 | $1.86M | 0.00% | +13,760+231.5% | Added |
| Summit Global Investments | 20,296 | $1.92M | 0.14% | −232−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 22,932 | $2.17M | 0.55% | +1,600+7.5% | Added |
| D. E. Shaw & Co., Inc. | 26,783 | $2.53M | 0.00% | −9,200−25.6% | Reduced |
| Mercer Global Advisors Inc | 30,278 | $2.86M | 0.02% | +16,964+127.4% | Added |
| Strategic Global Advisors, LLC | 30,899 | $2.92M | 0.43% | −73−0.2% | Reduced |
| US Bancorp | 37,108 | $3.51M | 0.01% | +6,722+22.1% | Added |
| Goldman Sachs Group Inc | 41,474 | $3.92M | 0.00% | −2,225−5.1% | Reduced |
| Scout Investments, Inc. | 42,489 | $4.02M | 0.06% | −3,954−8.5% | Reduced |
| Nuveen Asset Management, LLC | 51,120 | $4.83M | 0.00% | −70.0% | Reduced |
| Envestnet Asset Management Inc | 51,316 | $4.85M | 0.00% | +16,736+48.4% | Added |
| Henry James International Management, Inc. | 55,009 | $5.20M | 1.64% | −6,650−10.8% | Reduced |
| Boston Common Asset Management, LLC | 57,146 | $5.40M | 0.23% | +6,386+12.6% | Added |
| O'Shaughnessy Asset Management, LLC | 57,417 | $5.43M | 0.11% | +7,660+15.4% | Added |
| Eagle Global Advisors LLC | 69,336 | $6.55M | 0.43% | −60−0.1% | Reduced |
| Bank of America Corp | 88,780 | $8.39M | 0.00% | −2,261−2.5% | Reduced |
| State Street Corp | 99,096 | $9.37M | 0.00% | +2,121+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 108,990 | $10.3M | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 136,091 | $12.9M | 0.00% | −68,337−33.4% | Reduced |
| Crossmark Global Holdings, Inc. | 142,041 | $13.4M | 0.31% | +5,891+4.3% | Added |
| Todd Asset Management LLC | 200,751 | $19.0M | 0.44% | +2,080+1.0% | Added |
| Wells Fargo & Company | 221,653 | $21.0M | 0.00% | −23,443−9.6% | Reduced |
| BlackRock Inc. | 389,941 | $36.9M | 0.00% | −319−0.1% | Reduced |
| FMR LLC | 400,952 | $37.9M | 0.00% | +34,469+9.4% | Added |
| Morgan Stanley | 470,667 | $44.5M | 0.01% | −10,246−2.1% | Reduced |
| Parametric Portfolio Associates LLC | 585,133 | $55.3M | 0.03% | −56,357−8.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1 | – | – | +1 | New |
| Blair William & Co | 0 | $0 | 0.00% | −5,244−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |