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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, 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.

Institutional holdersQ4 2021: 148 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 heldQ4 2021: $421.0M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2021.

Institutions holding IX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Graves-Light Private Wealth Management, Inc.477$49.0K0.01%00.0%Unchanged
Captrust Financial Advisors461$47.0K0.00%+66+16.7%Added
Zions Bancorporation, N.A.437$44.0K0.00%+27+6.6%Added
New York State Common Retirement Fund410$42.0K0.00%00.0%Unchanged
Quantbot Technologies LP400$40.0K0.00%+400New
Private Capital Group, LLC356$36.0K0.01%+13+3.8%Added
Umb Bank N A352$36.0K0.00%+352New
Rockefeller Capital Management L.P.333$33.0K0.00%+148+80.0%Added
Glassman Wealth Services281$29.0K0.01%+74+35.7%Added
AdvisorNet Financial, Inc266$27.0K0.00%+11+4.3%Added
Steward Partners Investment Advisory, LLC260$26.0K0.00%00.0%Unchanged
CWM, LLC240$24.0K0.00%+240New
EverSource Wealth Advisors, LLC228$24.0K0.01%+228New
Patriot Financial Group Insurance Agency, LLC222$23.0K0.00%00.0%Unchanged
Evoke Wealth, LLC204$21.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc210$21.0K0.00%+16+8.2%Added
Arlington Partners LLC179$18.0K0.00%+179New
Lenox Wealth Advisors, LLC145$15.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co121$13.0K0.00%−29−19.3%Reduced
MUFG Americas Holdings Corp128$13.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.130$13.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)118$12.0K0.00%+118New
BNP Paribas Arbitrage, SA116$11.8K0.00%+116New
Manchester Capital Management LLC94$10.0K0.00%+41+77.4%Added
TD Private Client Wealth LLC61$6.21K0.00%00.0%Unchanged
Bell Investment Advisors, Inc56$6.00K0.00%−52−48.1%Reduced
Column Capital Advisors, LLC63$6.00K0.00%−4−6.0%Reduced
Global Retirement Partners, LLC56$6.00K0.00%00.0%Unchanged
Snowden Capital Advisors LLC64$6.00K0.00%+64New
Fieldpoint Private Securities, LLC50$5.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.47$5.00K0.00%+17+56.7%Added
Gemmer Asset Management LLC43$4.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC37$3.77K0.00%00.0%Unchanged
Eagle Bay Advisors LLC28$3.00K0.00%−44−61.1%Reduced
Creative Financial Designs Inc27$3.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.39$3.00K0.00%+17+77.3%Added
NEXT Financial Group, Inc27$3.00K0.00%+27New
Fortitude Advisory Group L.L.C.32$3.00K0.00%+32New
JJJ Advisors Inc.17$2.00K0.00%+7+70.0%Added
Core Alternative Capital20$2.00K0.00%+20New
American Portfolios Advisors15$1.53K0.00%00.0%Unchanged
Harbour Investments, Inc.11$1.00K0.00%−77−87.5%Reduced
Baystate Wealth Management LLC7$1.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.11$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC7$1.00K0.00%00.0%Unchanged
Laurel Wealth Planning LLC14$1.00K0.00%00.0%Unchanged
Addison Advisors LLC11$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc5$1.00K0.00%+5New
Fisher Asset Management, LLC0$00.00%−3,101−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−2,951−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−2,544−100.0%Sold out
Credit Suisse AG0$00.00%−2,369−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−402−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−140−100.0%Sold out
Syverson Strege & Co0$00.00%−110−100.0%Sold out
Barclays PLC0$00.00%−40−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−46−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−16−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−11−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−2−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−1−100.0%Sold out
NorthCoast Asset Management LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed