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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 11 | $1.00K | 0.00% | −77−87.5% | Reduced |
| Baystate Wealth Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $1.00K | 0.00% | +5 | New |
| American Portfolios Advisors | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $2.00K | 0.00% | +7+70.0% | Added |
| Core Alternative Capital | 20 | $2.00K | 0.00% | +20 | New |
| Eagle Bay Advisors LLC | 28 | $3.00K | 0.00% | −44−61.1% | Reduced |
| Creative Financial Designs Inc | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 39 | $3.00K | 0.00% | +17+77.3% | Added |
| NEXT Financial Group, Inc | 27 | $3.00K | 0.00% | +27 | New |
| Fortitude Advisory Group L.L.C. | 32 | $3.00K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 37 | $3.77K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $5.00K | 0.00% | +17+56.7% | Added |
| Bell Investment Advisors, Inc | 56 | $6.00K | 0.00% | −52−48.1% | Reduced |
| Column Capital Advisors, LLC | 63 | $6.00K | 0.00% | −4−6.0% | Reduced |
| Global Retirement Partners, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 64 | $6.00K | 0.00% | +64 | New |
| TD Private Client Wealth LLC | 61 | $6.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 94 | $10.0K | 0.00% | +41+77.4% | Added |
| BNP Paribas Arbitrage, SA | 116 | $11.8K | 0.00% | +116 | New |
| Tower Research Capital LLC (TRC) | 118 | $12.0K | 0.00% | +118 | New |
| Northwestern Mutual Wealth Management Co | 121 | $13.0K | 0.00% | −29−19.3% | Reduced |
| MUFG Americas Holdings Corp | 128 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 130 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 145 | $15.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 179 | $18.0K | 0.00% | +179 | New |
| Evoke Wealth, LLC | 204 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $21.0K | 0.00% | +16+8.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 222 | $23.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 240 | $24.0K | 0.00% | +240 | New |
| EverSource Wealth Advisors, LLC | 228 | $24.0K | 0.01% | +228 | New |
| Steward Partners Investment Advisory, LLC | 260 | $26.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 266 | $27.0K | 0.00% | +11+4.3% | Added |
| Glassman Wealth Services | 281 | $29.0K | 0.01% | +74+35.7% | Added |
| Rockefeller Capital Management L.P. | 333 | $33.0K | 0.00% | +148+80.0% | Added |
| Private Capital Group, LLC | 356 | $36.0K | 0.01% | +13+3.8% | Added |
| Umb Bank N A | 352 | $36.0K | 0.00% | +352 | New |
| Quantbot Technologies LP | 400 | $40.0K | 0.00% | +400 | New |
| New York State Common Retirement Fund | 410 | $42.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 437 | $44.0K | 0.00% | +27+6.6% | Added |
| Captrust Financial Advisors | 461 | $47.0K | 0.00% | +66+16.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 477 | $49.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,041 | $106.0K | 0.02% | −12−1.1% | Reduced |
| JPMorgan Chase & Co | 1,057 | $108.0K | 0.00% | +18+1.7% | Added |
| Bessemer Group Inc | 1,104 | $112.0K | 0.00% | +268+32.1% | Added |
| Huntington National Bank | 1,469 | $150.0K | 0.00% | +86+6.2% | Added |
| Employees Retirement System of Texas | 1,928 | $196.0K | 0.00% | +628+48.3% | Added |
| Advisor Group Holdings, Inc. | 1,941 | $199.0K | 0.00% | +476+32.5% | Added |
| Palladiem, LLC | 1,979 | $201.0K | 0.16% | +1,979 | 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 |
| Ballentine Partners, LLC | 2,055 | $210.0K | 0.01% | +2,055 | New |
| Old National Bancorp | 2,104 | $214.0K | 0.01% | +2,104 | New |
| Dorsey & Whitney Trust CO LLC | 2,228 | $227.0K | 0.02% | +51+2.3% | Added |
| Franklin Resources Inc | 2,296 | $234.0K | 0.00% | −191−7.7% | Reduced |
| Financial Counselors Inc | 2,307 | $235.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,311 | $235.0K | 0.02% | +2,311 | New |
| Checchi Capital Advisers, LLC | 2,322 | $236.0K | 0.03% | +70+3.1% | Added |
| Concord Wealth Partners | 2,335 | $238.0K | 0.06% | +1,885+418.9% | Added |
| Boston Private Wealth LLC | 2,385 | $242.0K | 0.00% | −15,412−86.6% | Reduced |
| Johnson Investment Counsel Inc | 2,450 | $249.0K | 0.00% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 2,557 | $260.0K | 0.02% | −49−1.9% | Reduced |
| Cerity Partners LLC | 2,560 | $262.0K | 0.00% | +2,560 | New |
| Baldwin Brothers Inc | 2,780 | $283.0K | 0.03% | −23−0.8% | Reduced |
| Advisors Asset Management, Inc. | 2,903 | $295.5K | 0.00% | +166+6.1% | Added |
| HRT Financial LP | 2,929 | $298.0K | 0.00% | +2,929 | New |
| Bank of Montreal | 2,939 | $300.0K | 0.00% | −28−0.9% | Reduced |
| Eqis Capital Management, Inc. | 2,991 | $304.0K | 0.02% | +2,991 | New |
| Parallel Advisors, LLC | 3,052 | $311.0K | 0.01% | −101−3.2% | Reduced |
| Connectus Wealth, LLC | 3,089 | $314.0K | 0.01% | +3,089 | New |
| Creative Planning | 3,115 | $317.0K | 0.00% | −48−1.5% | Reduced |
| RNC Capital Management LLC | 3,350 | $341.0K | 0.02% | +3,350 | New |
| Quadrant Capital Group LLC | 3,430 | $349.0K | 0.04% | +184+5.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,595 | $366.0K | 0.04% | +332+10.2% | Added |
| UBS Group AG | 3,630 | $369.0K | 0.00% | +923+34.1% | Added |
| Yousif Capital Management, LLC | 3,982 | $405.0K | 0.00% | +3,982 | New |
| Eaton Vance Management | 4,222 | $429.0K | 0.00% | +72+1.7% | Added |
| SEI Investments Co | 4,265 | $434.0K | 0.00% | +4,265 | New |
| Raymond James & Associates | 4,608 | $469.0K | 0.00% | +107+2.4% | Added |
| West Family Investments, Inc. | 4,778 | $486.0K | 0.14% | +223+4.9% | Added |
| Channing Global Advisors, LLC | 4,851 | $494.0K | 0.47% | +4,851 | New |
| The PNC Financial Services Group, Inc. | 5,044 | $512.0K | 0.00% | +198+4.1% | Added |
| Ameriprise Financial Inc | 5,105 | $520.0K | 0.00% | +142+2.9% | Added |
| Comerica Bank | 5,163 | $544.0K | 0.00% | −144−2.7% | Reduced |
| Citigroup Inc | 5,686 | $579.0K | 0.00% | +219+4.0% | Added |
| DGS Capital Management, LLC | 5,727 | $583.0K | 0.36% | +5,727 | New |
| Brinker Capital Investments, LLC | 5,999 | $611.0K | 0.01% | +69+1.2% | Added |
| JustInvest LLC | 6,162 | $627.0K | 0.04% | +1,715+38.6% | Added |
| Fifth Third Bancorp | 6,326 | $644.0K | 0.00% | +478+8.2% | Added |
| Signaturefd, LLC | 6,448 | $656.0K | 0.02% | +303+4.9% | Added |
| Assetmark, Inc | 6,556 | $667.0K | 0.00% | −75−1.1% | Reduced |
| Altium Wealth Management LLC | 6,636 | $675.0K | 0.04% | +1,258+23.4% | Added |
| Lester Murray Antman dba SimplyRich | 6,780 | $690.0K | 0.23% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 6,890 | $702.0K | 0.00% | +229+3.4% | Added |