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, Q1 2022
Institutional positions in Orix Corp as of Mar 31, 2022. 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
- 143
- −1 vs. Q4 2021
- Shares held
- 4.01M
- −518.2K (−11.4%) vs. Q4 2021
- Total value
- $400.3M
- −$20.7M (−4.9%) vs. Q4 2021
- New holders
- 20
- 58 more added
- Sold out
- 21
- 42 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 602,464 | $60.2M | 0.03% | +14,421+2.5% | Added |
| Morgan Stanley | 443,209 | $44.3M | 0.01% | −9,216−2.0% | Reduced |
| FMR LLC | 427,711 | $42.7M | 0.00% | −3,430−0.8% | Reduced |
| BlackRock Inc. | 363,021 | $36.2M | 0.00% | −8,137−2.2% | Reduced |
| Todd Asset Management LLC | 293,044 | $29.2M | 0.64% | +57,508+24.4% | Added |
| Wells Fargo & Company | 254,158 | $25.4M | 0.01% | +49,326+24.1% | Added |
| Teachers Retirement System of the State of Kentucky | 167,390 | $16.7M | 0.16% | +23,300+16.2% | Added |
| Northern Trust Corp | 135,187 | $13.5M | 0.00% | −2,061−1.5% | Reduced |
| Bank of America Corp | 107,939 | $10.8M | 0.00% | −879−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 93,732 | $9.36M | 0.16% | +21,912+30.5% | Added |
| Envestnet Asset Management Inc | 89,652 | $8.95M | 0.00% | +2,213+2.5% | Added |
| Eagle Global Advisors LLC | 74,118 | $7.40M | 0.46% | +4,550+6.5% | Added |
| State Street Corp | 71,787 | $7.17M | 0.00% | +768+1.1% | Added |
| Boston Common Asset Management, LLC | 61,324 | $6.12M | 0.26% | −982−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 57,839 | $5.78M | 0.01% | +26,824+86.5% | Added |
| Henry James International Management, Inc. | 55,125 | $5.50M | 2.17% | −50.0% | Reduced |
| US Bancorp | 46,717 | $4.67M | 0.01% | +4,449+10.5% | Added |
| Goldman Sachs Group Inc | 45,945 | $4.59M | 0.00% | +1,646+3.7% | Added |
| Mercer Global Advisors Inc | 35,456 | $3.54M | 0.02% | +1,079+3.1% | Added |
| Gilman Hill Asset Management, LLC | 25,209 | $2.52M | 0.57% | +1,485+6.3% | Added |
| Summit Global Investments | 23,259 | $2.32M | 0.17% | +1,020+4.6% | Added |
| Natixis Advisors, L.P. | 22,475 | $2.24M | 0.01% | +7,163+46.8% | Added |
| American Century Companies Inc | 21,994 | $2.20M | 0.00% | +3,724+20.4% | Added |
| Crossmark Global Holdings, Inc. | 20,608 | $2.06M | 0.05% | −116,024−84.9% | Reduced |
| Naples Global Advisors, LLC | 19,335 | $1.93M | 0.22% | −50−0.3% | Reduced |
| Wambolt & Associates, LLC | 18,800 | $1.92M | 0.70% | +1,510+8.7% | Added |
| D. E. Shaw & Co., Inc. | 18,244 | $1.82M | 0.00% | −4,053−18.2% | Reduced |
| Ritholtz Wealth Management | 18,133 | $1.81M | 0.12% | +1,950+12.0% | Added |
| Princeton Global Asset Management LLC | 14,375 | $1.44M | 0.40% | +165+1.2% | Added |
| Dimensional Fund Advisors LP | 14,283 | $1.43M | 0.00% | −409−2.8% | Reduced |
| Assetmark, Inc | 13,390 | $1.34M | 0.01% | +6,834+104.2% | Added |
| BTC Capital Management, Inc. | 13,348 | $1.34M | 0.13% | −4,255−24.2% | Reduced |
| Boothbay Fund Management, LLC | 13,300 | $1.33M | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,859 | $1.28M | 0.00% | −2,621−16.9% | Reduced |
| Bank of New York Mellon Corp | 11,950 | $1.19M | 0.00% | +304+2.6% | Added |
| Veriti Management LLC | 11,726 | $1.17M | 0.14% | +4,631+65.3% | Added |
| Wetherby Asset Management Inc | 11,430 | $1.14M | 0.07% | −30.0% | Reduced |
| Guggenheim Capital LLC | 10,954 | $1.09M | 0.01% | −533−4.6% | Reduced |
| Greenleaf Trust | 10,506 | $1.05M | 0.01% | −1,807−14.7% | Reduced |
| Advisor Partners LLC | 10,395 | $1.04M | 0.06% | −1,209−10.4% | Reduced |
| Eqis Capital Management, Inc. | 9,416 | $940.0K | 0.08% | +6,425+214.8% | Added |
| Employees Retirement System of Texas | 9,092 | $908.0K | 0.01% | +7,164+371.6% | Added |
| Whittier Trust Co | 8,525 | $851.0K | 0.01% | −1,683−16.5% | Reduced |
| Royal Bank of Canada | 8,152 | $814.0K | 0.00% | +208+2.6% | Added |
| Strategic Global Advisors, LLC | 7,777 | $777.0K | 0.11% | +119+1.6% | Added |
| Raymond James & Associates | 7,572 | $756.0K | 0.00% | +2,964+64.3% | Added |
| Altium Wealth Management LLC | 7,549 | $754.0K | 0.05% | +913+13.8% | Added |
| Allspring Global Investments Holdings, LLC | 7,431 | $741.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,116 | $711.0K | 0.00% | +790+12.5% | Added |
| JustInvest LLC | 6,611 | $660.0K | 0.03% | +449+7.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,572 | $656.0K | 0.23% | −208−3.1% | Reduced |
| Eagle Asset Management Inc | 6,467 | $645.0K | 0.00% | −423−6.1% | Reduced |
| Signaturefd, LLC | 6,335 | $633.0K | 0.02% | −113−1.8% | Reduced |
| SEI Investments Co | 6,198 | $619.0K | 0.00% | +1,933+45.3% | Added |
| Brinker Capital Investments, LLC | 6,105 | $610.0K | 0.01% | +106+1.8% | Added |
| Calamos Advisors LLC | 6,030 | $602.0K | 0.00% | +6,030 | New |
| DGS Capital Management, LLC | 5,907 | $590.0K | 0.36% | +180+3.1% | Added |
| Ameriprise Financial Inc | 5,661 | $565.0K | 0.00% | +556+10.9% | Added |
| Mount Yale Investment Advisors, LLC | 5,461 | $545.0K | 0.06% | +1,866+51.9% | Added |
| Ativo Capital Management LLC | 5,308 | $530.0K | 0.27% | +5,308 | New |
| The PNC Financial Services Group, Inc. | 5,076 | $507.0K | 0.00% | +32+0.6% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $495.0K | 0.02% | +4,962 | New |
| UBS Group AG | 4,655 | $465.0K | 0.00% | +1,025+28.2% | Added |
| Comerica Bank | 4,897 | $462.0K | 0.00% | −266−5.2% | Reduced |
| Citigroup Inc | 4,465 | $444.0K | 0.00% | −1,221−21.5% | Reduced |
| West Family Investments, Inc. | 4,020 | $401.0K | 0.11% | −758−15.9% | Reduced |
| Yousif Capital Management, LLC | 3,982 | $398.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 3,837 | $383.0K | 0.00% | −385−9.1% | Reduced |
| Quadrant Capital Group LLC | 3,513 | $350.0K | 0.04% | +83+2.4% | Added |
| RNC Capital Management LLC | 3,480 | $347.0K | 0.02% | +130+3.9% | Added |
| Creative Planning | 3,227 | $322.0K | 0.00% | +112+3.6% | Added |
| Bank of Montreal | 2,994 | $306.0K | 0.00% | +55+1.9% | Added |
| Qtron Investments LLC | 2,871 | $287.0K | 0.06% | +2,871 | New |
| Financial Counselors Inc | 2,838 | $283.0K | 0.01% | +531+23.0% | Added |
| Old National Bancorp | 2,824 | $282.0K | 0.01% | +720+34.2% | Added |
| Corient Capital Partners, LLC | 2,667 | $266.0K | 0.02% | +110+4.3% | Added |
| Franklin Resources Inc | 2,485 | $249.0K | 0.00% | +189+8.2% | Added |
| Parallel Advisors, LLC | 2,441 | $248.0K | 0.01% | −611−20.0% | Reduced |
| Johnson Investment Counsel Inc | 2,450 | $245.0K | 0.00% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 2,399 | $240.0K | 0.23% | −2,452−50.5% | Reduced |
| Baldwin Brothers Inc | 2,357 | $235.0K | 0.02% | −423−15.2% | Reduced |
| Clarius Group, LLC | 2,311 | $235.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 2,291 | $229.0K | 0.00% | +2,291 | New |
| Checchi Capital Advisers, LLC | 2,269 | $227.0K | 0.02% | −53−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,234 | $223.0K | 0.02% | +6+0.3% | Added |
| Advisor Group Holdings, Inc. | 1,985 | $220.0K | 0.00% | +44+2.3% | Added |
| Intersect Capital LLC | 2,145 | $214.0K | 0.04% | +2,145 | New |
| Sequoia Financial Advisors, LLC | 2,083 | $208.0K | 0.01% | +2,083 | New |
| Ballentine Partners, LLC | 2,055 | $205.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 2,017 | $201.0K | 0.00% | +2,017 | New |
| Concord Wealth Partners | 1,884 | $188.0K | 0.05% | −451−19.3% | Reduced |
| Huntington National Bank | 1,555 | $155.0K | 0.00% | +86+5.9% | Added |
| New York State Common Retirement Fund | 1,437 | $143.0K | 0.00% | +1,027+250.5% | Added |
| JPMorgan Chase & Co | 1,018 | $101.0K | 0.00% | −39−3.7% | Reduced |
| Lindbrook Capital, LLC | 988 | $99.0K | 0.02% | −53−5.1% | Reduced |
| Heritage Wealth Management, LLC | 920 | $92.0K | 0.02% | +920 | New |
| Captrust Financial Advisors | 833 | $83.0K | 0.00% | +372+80.7% | Added |
| Bessemer Group Inc | 821 | $82.0K | 0.00% | −283−25.6% | Reduced |
| IFP Advisors, Inc | 626 | $69.0K | 0.00% | +621+12,420.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 600 | $60.0K | 0.00% | +600 | New |