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, Q4 2021
Institutional positions in Orix Corp as of Dec 31, 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
- 148
- +16 vs. Q3 2021
- Shares held
- 4.53M
- +669.8K (+17.4%) vs. Q3 2021
- Total value
- $421.0M
- +$56.7M (+15.6%) vs. Q3 2021
- New holders
- 29
- 64 more added
- Sold out
- 13
- 29 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 588,043 | $59.9M | 0.03% | +2,910+0.5% | Added |
| Morgan Stanley | 452,425 | $46.0M | 0.01% | −18,242−3.9% | Reduced |
| FMR LLC | 431,141 | $43.9M | 0.00% | +30,189+7.5% | Added |
| BlackRock Inc. | 371,158 | $37.8M | 0.00% | −18,783−4.8% | Reduced |
| Todd Asset Management LLC | 235,536 | $24.0M | 0.51% | +34,785+17.3% | Added |
| Wells Fargo & Company | 204,832 | $20.8M | 0.01% | −16,821−7.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 144,090 | $14.7M | 0.13% | +35,100+32.2% | Added |
| Northern Trust Corp | 137,248 | $14.0M | 0.00% | +1,157+0.9% | Added |
| Crossmark Global Holdings, Inc. | 136,632 | $13.9M | 0.30% | −5,409−3.8% | Reduced |
| Bank of America Corp | 108,818 | $11.1M | 0.00% | +20,038+22.6% | Added |
| Gluskin Sheff & Assoc Inc | 524,081 | $10.7M | 0.44% | +524,081 | New |
| Envestnet Asset Management Inc | 87,439 | $8.90M | 0.00% | +36,123+70.4% | Added |
| O'Shaughnessy Asset Management, LLC | 71,820 | $7.31M | 0.13% | +14,403+25.1% | Added |
| State Street Corp | 71,019 | $7.23M | 0.00% | −28,077−28.3% | Reduced |
| Eagle Global Advisors LLC | 69,568 | $7.08M | 0.45% | +232+0.3% | Added |
| Boston Common Asset Management, LLC | 62,306 | $6.34M | 0.26% | +5,160+9.0% | Added |
| Henry James International Management, Inc. | 55,130 | $5.61M | 1.73% | +121+0.2% | Added |
| Goldman Sachs Group Inc | 44,299 | $4.51M | 0.00% | +2,825+6.8% | Added |
| US Bancorp | 42,268 | $4.30M | 0.01% | +5,160+13.9% | Added |
| Scout Investments, Inc. | 42,174 | $4.29M | 0.06% | −315−0.7% | Reduced |
| Nuveen Asset Management, LLC | 41,493 | $4.22M | 0.00% | −9,627−18.8% | Reduced |
| Mercer Global Advisors Inc | 34,377 | $3.50M | 0.02% | +4,099+13.5% | Added |
| Strategic Global Advisors, LLC | 7,658 | $3.49M | 0.45% | −23,241−75.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 31,015 | $3.16M | 0.00% | +11,312+57.4% | Added |
| Gilman Hill Asset Management, LLC | 23,724 | $2.42M | 0.54% | +792+3.5% | Added |
| D. E. Shaw & Co., Inc. | 22,297 | $2.27M | 0.00% | −4,486−16.7% | Reduced |
| Summit Global Investments | 22,239 | $2.26M | 0.15% | +1,943+9.6% | Added |
| Naples Global Advisors, LLC | 19,385 | $1.97M | 0.23% | 00.0% | Unchanged |
| American Century Companies Inc | 18,270 | $1.86M | 0.00% | +3,479+23.5% | Added |
| BTC Capital Management, Inc. | 17,603 | $1.79M | 0.18% | +702+4.2% | Added |
| Wambolt & Associates, LLC | 17,290 | $1.76M | 0.64% | +2,022+13.2% | Added |
| Ritholtz Wealth Management | 16,183 | $1.65M | 0.10% | +3,922+32.0% | Added |
| Citadel Advisors LLC | 15,480 | $1.57M | 0.00% | +12,099+357.9% | Added |
| Natixis Advisors, L.P. | 15,312 | $1.56M | 0.01% | +4,952+47.8% | Added |
| Dimensional Fund Advisors LP | 14,692 | $1.50M | 0.00% | +409+2.9% | Added |
| Princeton Global Asset Management LLC | 14,210 | $1.45M | 0.40% | −55−0.4% | Reduced |
| Boothbay Fund Management, LLC | 13,300 | $1.35M | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 12,313 | $1.25M | 0.01% | −457−3.6% | Reduced |
| Bank of New York Mellon Corp | 11,646 | $1.19M | 0.00% | +238+2.1% | Added |
| Advisor Partners LLC | 11,604 | $1.18M | 0.07% | +100+0.9% | Added |
| Guggenheim Capital LLC | 11,487 | $1.17M | 0.01% | −1,280−10.0% | Reduced |
| Wetherby Asset Management Inc | 11,433 | $1.16M | 0.07% | +100+0.9% | Added |
| Stifel Financial Corp | 10,756 | $1.09M | 0.00% | +491+4.8% | Added |
| Whittier Trust Co | 10,208 | $1.04M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 10,197 | $1.04M | 0.00% | −401−3.8% | Reduced |
| Royal Bank of Canada | 7,944 | $809.0K | 0.00% | −86−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,431 | $756.0K | 0.00% | +7,431 | New |
| Veriti Management LLC | 7,095 | $722.0K | 0.09% | +199+2.9% | Added |
| Eagle Asset Management Inc | 6,890 | $702.0K | 0.00% | +229+3.4% | Added |
| Lester Murray Antman dba SimplyRich | 6,780 | $690.0K | 0.23% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 6,636 | $675.0K | 0.04% | +1,258+23.4% | Added |
| Assetmark, Inc | 6,556 | $667.0K | 0.00% | −75−1.1% | Reduced |
| Signaturefd, LLC | 6,448 | $656.0K | 0.02% | +303+4.9% | Added |
| Fifth Third Bancorp | 6,326 | $644.0K | 0.00% | +478+8.2% | Added |
| JustInvest LLC | 6,162 | $627.0K | 0.04% | +1,715+38.6% | Added |
| Brinker Capital Investments, LLC | 5,999 | $611.0K | 0.01% | +69+1.2% | Added |
| DGS Capital Management, LLC | 5,727 | $583.0K | 0.36% | +5,727 | New |
| Citigroup Inc | 5,686 | $579.0K | 0.00% | +219+4.0% | Added |
| Comerica Bank | 5,163 | $544.0K | 0.00% | −144−2.7% | Reduced |
| Ameriprise Financial Inc | 5,105 | $520.0K | 0.00% | +142+2.9% | Added |
| The PNC Financial Services Group, Inc. | 5,044 | $512.0K | 0.00% | +198+4.1% | Added |
| Channing Global Advisors, LLC | 4,851 | $494.0K | 0.47% | +4,851 | New |
| West Family Investments, Inc. | 4,778 | $486.0K | 0.14% | +223+4.9% | Added |
| Raymond James & Associates | 4,608 | $469.0K | 0.00% | +107+2.4% | Added |
| SEI Investments Co | 4,265 | $434.0K | 0.00% | +4,265 | New |
| Eaton Vance Management | 4,222 | $429.0K | 0.00% | +72+1.7% | Added |
| Yousif Capital Management, LLC | 3,982 | $405.0K | 0.00% | +3,982 | New |
| UBS Group AG | 3,630 | $369.0K | 0.00% | +923+34.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,595 | $366.0K | 0.04% | +332+10.2% | Added |
| Quadrant Capital Group LLC | 3,430 | $349.0K | 0.04% | +184+5.7% | Added |
| RNC Capital Management LLC | 3,350 | $341.0K | 0.02% | +3,350 | New |
| Creative Planning | 3,115 | $317.0K | 0.00% | −48−1.5% | Reduced |
| Connectus Wealth, LLC | 3,089 | $314.0K | 0.01% | +3,089 | New |
| Parallel Advisors, LLC | 3,052 | $311.0K | 0.01% | −101−3.2% | Reduced |
| Eqis Capital Management, Inc. | 2,991 | $304.0K | 0.02% | +2,991 | New |
| Bank of Montreal | 2,939 | $300.0K | 0.00% | −28−0.9% | Reduced |
| HRT Financial LP | 2,929 | $298.0K | 0.00% | +2,929 | New |
| Advisors Asset Management, Inc. | 2,903 | $295.5K | 0.00% | +166+6.1% | Added |
| Baldwin Brothers Inc | 2,780 | $283.0K | 0.03% | −23−0.8% | Reduced |
| Cerity Partners LLC | 2,560 | $262.0K | 0.00% | +2,560 | New |
| Corient Capital Partners, LLC | 2,557 | $260.0K | 0.02% | −49−1.9% | Reduced |
| Johnson Investment Counsel Inc | 2,450 | $249.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,385 | $242.0K | 0.00% | −15,412−86.6% | Reduced |
| Concord Wealth Partners | 2,335 | $238.0K | 0.06% | +1,885+418.9% | Added |
| Checchi Capital Advisers, LLC | 2,322 | $236.0K | 0.03% | +70+3.1% | Added |
| Financial Counselors Inc | 2,307 | $235.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,311 | $235.0K | 0.02% | +2,311 | New |
| Franklin Resources Inc | 2,296 | $234.0K | 0.00% | −191−7.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,228 | $227.0K | 0.02% | +51+2.3% | Added |
| Old National Bancorp | 2,104 | $214.0K | 0.01% | +2,104 | New |
| Ballentine Partners, LLC | 2,055 | $210.0K | 0.01% | +2,055 | New |
| Millennium Management LLC | 2,004 | $204.0K | 0.00% | +2,004 | New |
| Cottonwood Capital Advisors, LLC | 2,007 | $204.0K | 0.16% | +2,007 | New |
| Palladiem, LLC | 1,979 | $201.0K | 0.16% | +1,979 | New |
| Advisor Group Holdings, Inc. | 1,941 | $199.0K | 0.00% | +476+32.5% | Added |
| Employees Retirement System of Texas | 1,928 | $196.0K | 0.00% | +628+48.3% | Added |
| Huntington National Bank | 1,469 | $150.0K | 0.00% | +86+6.2% | Added |
| Bessemer Group Inc | 1,104 | $112.0K | 0.00% | +268+32.1% | Added |
| JPMorgan Chase & Co | 1,057 | $108.0K | 0.00% | +18+1.7% | Added |
| Lindbrook Capital, LLC | 1,041 | $106.0K | 0.02% | −12−1.1% | Reduced |