Orix Corp

Exchange: NYSE
Industry: Miscellaneous Business Credit Institution
SEC CIK: 0001070304

SEC filings (opens in a new tab)

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

Q4 2021 vs. Q3 2021

How the institutions holding Orix Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of IX: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	135	3	148	+16
Shares	3.86M	4.26K	4.53M	+669.8K (+17.4%)
Value	$364.8M	$402.0K	$421.0M	+$56.7M (+15.6%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Orix Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to IX in Q4 2021
Institution	Shares	Value	% of portfolio
Gluskin Sheff & Assoc Inc	524,081	$10.7M	0.44%
Allspring Global Investments Holdings, LLC	7,431	$756.0K	0.00%
DGS Capital Management, LLC	5,727	$583.0K	0.36%
Channing Global Advisors, LLC	4,851	$494.0K	0.47%
SEI Investments Co	4,265	$434.0K	0.00%
Yousif Capital Management, LLC	3,982	$405.0K	0.00%
RNC Capital Management LLC	3,350	$341.0K	0.02%
Connectus Wealth, LLC	3,089	$314.0K	0.01%
Eqis Capital Management, Inc.	2,991	$304.0K	0.02%
HRT Financial LP	2,929	$298.0K	0.00%
Cerity Partners LLC	2,560	$262.0K	0.00%
Clarius Group, LLC	2,311	$235.0K	0.02%
Old National Bancorp	2,104	$214.0K	0.01%
Ballentine Partners, LLC	2,055	$210.0K	0.01%
Millennium Management LLC	2,004	$204.0K	0.00%
Cottonwood Capital Advisors, LLC	2,007	$204.0K	0.16%
Palladiem, LLC	1,979	$201.0K	0.16%
Quantbot Technologies LP	400	$40.0K	0.00%
Umb Bank N A	352	$36.0K	0.00%
CWM, LLC	240	$24.0K	0.00%
EverSource Wealth Advisors, LLC	228	$24.0K	0.01%
Arlington Partners LLC	179	$18.0K	0.00%
Tower Research Capital LLC (TRC)	118	$12.0K	0.00%
BNP Paribas Arbitrage, SA	116	$11.8K	0.00%
Snowden Capital Advisors LLC	64	$6.00K	0.00%
NEXT Financial Group, Inc	27	$3.00K	0.00%
Fortitude Advisory Group L.L.C.	32	$3.00K	0.00%
Core Alternative Capital	20	$2.00K	0.00%
IFP Advisors, Inc	5	$1.00K	0.00%

Sold out (13)

Institutions that held Orix Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of IX in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Fisher Asset Management, LLC	3,101	$293.0K
Susquehanna Fundamental Investments, LLC	2,951	$279.0K
Cresset Asset Management, LLC	2,544	$240.0K
Credit Suisse AG	2,369	$224.0K
Arkadios Wealth Advisors	402	$38.0K
D'Orazio & Associates, Inc.	140	$13.0K
Syverson Strege & Co	110	$10.0K
Barclays PLC	40	$4.00K
Meridian Wealth Partners, LLC	46	$4.00K
Vigilant Capital Management, LLC	16	$2.00K
Candriam Luxembourg S.C.A.	11	$1.00K
Liberty Wealth Management LLC	2	$0
Gerber Kawasaki Wealth & Investment Management	1	–

Not filed for Q4 2021 yet (3)

Institutions that held Orix Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
NorthCoast Asset Management LLC	3,118	$295.0K
Heritage Wealth Management, LLC	967	$91.0K
Berman Capital Advisors, LLC	177	$16.0K