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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 7,095 | $722.0K | 0.09% | +199+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 7,431 | $756.0K | 0.00% | +7,431 | New |
| Royal Bank of Canada | 7,944 | $809.0K | 0.00% | −86−1.1% | Reduced |
| Geode Capital Management, LLC | 10,197 | $1.04M | 0.00% | −401−3.8% | Reduced |
| Whittier Trust Co | 10,208 | $1.04M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,756 | $1.09M | 0.00% | +491+4.8% | Added |
| Wetherby Asset Management Inc | 11,433 | $1.16M | 0.07% | +100+0.9% | Added |
| Guggenheim Capital LLC | 11,487 | $1.17M | 0.01% | −1,280−10.0% | Reduced |
| Advisor Partners LLC | 11,604 | $1.18M | 0.07% | +100+0.9% | Added |
| Bank of New York Mellon Corp | 11,646 | $1.19M | 0.00% | +238+2.1% | Added |
| Greenleaf Trust | 12,313 | $1.25M | 0.01% | −457−3.6% | Reduced |
| Boothbay Fund Management, LLC | 13,300 | $1.35M | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14,210 | $1.45M | 0.40% | −55−0.4% | Reduced |
| Dimensional Fund Advisors LP | 14,692 | $1.50M | 0.00% | +409+2.9% | Added |
| Natixis Advisors, L.P. | 15,312 | $1.56M | 0.01% | +4,952+47.8% | Added |
| Citadel Advisors LLC | 15,480 | $1.57M | 0.00% | +12,099+357.9% | Added |
| Ritholtz Wealth Management | 16,183 | $1.65M | 0.10% | +3,922+32.0% | Added |
| Wambolt & Associates, LLC | 17,290 | $1.76M | 0.64% | +2,022+13.2% | Added |
| BTC Capital Management, Inc. | 17,603 | $1.79M | 0.18% | +702+4.2% | Added |
| American Century Companies Inc | 18,270 | $1.86M | 0.00% | +3,479+23.5% | Added |
| Naples Global Advisors, LLC | 19,385 | $1.97M | 0.23% | 00.0% | Unchanged |
| Summit Global Investments | 22,239 | $2.26M | 0.15% | +1,943+9.6% | Added |
| D. E. Shaw & Co., Inc. | 22,297 | $2.27M | 0.00% | −4,486−16.7% | Reduced |
| Gilman Hill Asset Management, LLC | 23,724 | $2.42M | 0.54% | +792+3.5% | Added |
| Arrowstreet Capital, Limited Partnership | 31,015 | $3.16M | 0.00% | +11,312+57.4% | Added |
| Strategic Global Advisors, LLC | 7,658 | $3.49M | 0.45% | −23,241−75.2% | Reduced |
| Mercer Global Advisors Inc | 34,377 | $3.50M | 0.02% | +4,099+13.5% | Added |
| Nuveen Asset Management, LLC | 41,493 | $4.22M | 0.00% | −9,627−18.8% | Reduced |
| Scout Investments, Inc. | 42,174 | $4.29M | 0.06% | −315−0.7% | Reduced |
| US Bancorp | 42,268 | $4.30M | 0.01% | +5,160+13.9% | Added |
| Goldman Sachs Group Inc | 44,299 | $4.51M | 0.00% | +2,825+6.8% | Added |
| Henry James International Management, Inc. | 55,130 | $5.61M | 1.73% | +121+0.2% | Added |
| Boston Common Asset Management, LLC | 62,306 | $6.34M | 0.26% | +5,160+9.0% | Added |
| Eagle Global Advisors LLC | 69,568 | $7.08M | 0.45% | +232+0.3% | Added |
| State Street Corp | 71,019 | $7.23M | 0.00% | −28,077−28.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,820 | $7.31M | 0.13% | +14,403+25.1% | Added |
| Envestnet Asset Management Inc | 87,439 | $8.90M | 0.00% | +36,123+70.4% | Added |
| Gluskin Sheff & Assoc Inc | 524,081 | $10.7M | 0.44% | +524,081 | New |
| Bank of America Corp | 108,818 | $11.1M | 0.00% | +20,038+22.6% | Added |
| Crossmark Global Holdings, Inc. | 136,632 | $13.9M | 0.30% | −5,409−3.8% | Reduced |
| Northern Trust Corp | 137,248 | $14.0M | 0.00% | +1,157+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 144,090 | $14.7M | 0.13% | +35,100+32.2% | Added |
| Wells Fargo & Company | 204,832 | $20.8M | 0.01% | −16,821−7.6% | Reduced |
| Todd Asset Management LLC | 235,536 | $24.0M | 0.51% | +34,785+17.3% | Added |
| BlackRock Inc. | 371,158 | $37.8M | 0.00% | −18,783−4.8% | Reduced |
| FMR LLC | 431,141 | $43.9M | 0.00% | +30,189+7.5% | Added |
| Morgan Stanley | 452,425 | $46.0M | 0.01% | −18,242−3.9% | Reduced |
| Parametric Portfolio Associates LLC | 588,043 | $59.9M | 0.03% | +2,910+0.5% | Added |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −3,101−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,951−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |