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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.

Institutional holdersQ3 2021: 135 institutions
Q1 2021: 126 institutionsQ2 2021: 121 institutionsQ3 2021: 135 institutionsQ4 2021: 148 institutionsQ1 2022: 143 institutionsQ2 2022: 139 institutionsQ3 2022: 123 institutionsQ4 2022: 128 institutionsQ1 2023: 123 institutionsQ2 2023: 130 institutionsQ3 2023: 136 institutionsQ4 2023: 152 institutionsQ1 2024: 160 institutionsQ2 2024: 172 institutionsQ3 2024: 175 institutionsQ4 2024: 190 institutionsQ1 2025: 191 institutionsQ2 2025: 209 institutionsQ3 2025: 217 institutionsQ4 2025: 241 institutionsQ1 2026: 283 institutionsQ2 2026: 319 institutions
Value heldQ3 2021: $364.8M
Q1 2021: $329.0MQ2 2021: $331.3MQ3 2021: $364.8MQ4 2021: $421.0MQ1 2022: $400.3MQ2 2022: $327.8MQ3 2022: $269.9MQ4 2022: $306.0MQ1 2023: $307.9MQ2 2023: $374.7MQ3 2023: $396.5MQ4 2023: $395.3MQ1 2024: $480.3MQ2 2024: $499.6MQ3 2024: $519.7MQ4 2024: $511.8MQ1 2025: $518.0MQ2 2025: $571.7MQ3 2025: $662.3MQ4 2025: $784.0MQ1 2026: $1.02BQ2 2026: $1.42B
Institutions holding IX and their total value by quarter
QuarterHoldersValue
Q2 2026319$1.42B
Q1 2026283$1.02B
Q4 2025241$784.0M
Q3 2025217$662.3M
Q2 2025209$571.7M
Q1 2025191$518.0M
Q4 2024190$511.8M
Q3 2024175$519.7M
Q2 2024172$499.6M
Q1 2024160$480.3M
Q4 2023152$395.3M
Q3 2023136$396.5M
Q2 2023130$374.7M
Q1 2023123$307.9M
Q4 2022128$306.0M
Q3 2022123$269.9M
Q2 2022139$327.8M
Q1 2022143$400.3M
Q4 2021148$421.0M
Q3 2021135$364.8M
Q2 2021121$331.3M
Q1 2021126$329.0M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2021.

Institutions holding IX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers & Merchants Investments Inc194$18.0K0.00%+108+125.6%Added
Berman Capital Advisors, LLC177$16.0K0.00%+11+6.6%Added
Rockefeller Capital Management L.P.185$16.0K0.00%+104+128.4%Added
Northwestern Mutual Wealth Management Co150$14.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC145$14.0K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.140$13.0K0.00%+140New
Pinnacle Bancorp, Inc.130$12.0K0.00%+63+94.0%Added
MUFG Americas Holdings Corp128$12.0K0.00%+128New
Syverson Strege & Co110$10.0K0.01%+110New
Bell Investment Advisors, Inc108$10.0K0.00%+108New
Harbour Investments, Inc.88$8.00K0.00%+33+60.0%Added
Column Capital Advisors, LLC67$6.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC72$6.00K0.00%+72New
TD Private Client Wealth LLC61$5.77K0.00%−233−79.3%Reduced
Fieldpoint Private Securities, LLC50$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC53$5.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC56$5.00K0.00%+56New
Gemmer Asset Management LLC43$4.00K0.00%00.0%Unchanged
Barclays PLC40$4.00K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC46$4.00K0.00%+46New
Raffa Wealth Management, LLC37$3.50K0.00%+11+42.3%Added
Financial Management Professionals, Inc.30$3.00K0.00%00.0%Unchanged
Creative Financial Designs Inc27$3.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.22$2.00K0.00%−1−4.3%Reduced
Vigilant Capital Management, LLC16$2.00K0.00%+16New
American Portfolios Advisors15$1.42K0.00%+15New
Baystate Wealth Management LLC7$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC7$1.00K0.00%00.0%Unchanged
Addison Advisors LLC11$1.00K0.00%00.0%Unchanged
Candriam Luxembourg S.C.A.11$1.00K0.00%+11New
Carroll Financial Associates, Inc.11$1.00K0.00%+11New
JJJ Advisors Inc.10$1.00K0.00%+10New
Laurel Wealth Planning LLC14$1.00K0.00%+14New
Liberty Wealth Management LLC2$00.00%−17−89.5%Reduced
Gerber Kawasaki Wealth & Investment Management1––+1New
Blair William & Co0$00.00%−5,244−100.0%Sold out
Lake Street Advisors Group, LLC0$00.00%−3,088−100.0%Sold out
Ballentine Partners, LLC0$00.00%−2,467−100.0%Sold out
Deutsche Bank AG0$00.00%−791−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−417−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−100−100.0%Sold out
Motco0$00.00%−24−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−12−100.0%Sold out
Bartlett & Co. LLC0$00.00%−12−100.0%Sold out
CWM, LLC––––Not filed
First Horizon Corp––––Not filed