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 |
|---|---|---|---|---|---|
| Central Trust Co | 3 | $0 | 0.00% | +3 | New |
| Prospera Financial Services Inc | 3 | $0 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 11 | $1.00K | 0.00% | −255−95.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 15 | $1.00K | 0.00% | −106−87.6% | Reduced |
| Baystate Wealth Management LLC | 7 | $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 |
| Candriam Luxembourg S.C.A. | 13 | $1.00K | 0.00% | +13 | New |
| Geneos Wealth Management Inc. | 13 | $1.00K | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 11 | $1.10K | 0.00% | −50−82.0% | Reduced |
| American Portfolios Advisors | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 23 | $2.00K | 0.00% | +23 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $2.34K | 0.00% | +23 | New |
| Creative Financial Designs Inc | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 26 | $3.00K | 0.00% | −13−33.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 40 | $3.00K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 37 | $3.69K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 38 | $4.00K | 0.00% | +38 | New |
| Global Retirement Partners, LLC | 54 | $5.00K | 0.00% | −2−3.6% | Reduced |
| Fieldpoint Private Securities, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 74 | $7.00K | 0.00% | −186−71.5% | Reduced |
| Macquarie Group Ltd | 90 | $9.00K | 0.00% | +90 | New |
| MUFG Americas Holdings Corp | 111 | $11.0K | 0.00% | −17−13.3% | Reduced |
| Arlington Partners LLC | 132 | $13.0K | 0.00% | −47−26.3% | Reduced |
| Lenox Wealth Advisors, LLC | 145 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 134 | $13.0K | 0.00% | +87+185.1% | Added |
| Pinnacle Bancorp, Inc. | 156 | $16.0K | 0.01% | +26+20.0% | Added |
| Evoke Wealth, LLC | 204 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 228 | $22.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 222 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 289 | $29.0K | 0.01% | +8+2.8% | Added |
| Private Capital Group, LLC | 330 | $33.0K | 0.01% | −26−7.3% | Reduced |
| Umb Bank N A | 352 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 402 | $39.0K | 0.00% | +69+20.7% | Added |
| CWM, LLC | 404 | $40.0K | 0.00% | +164+68.3% | Added |
| Farmers & Merchants Investments Inc | 430 | $43.0K | 0.00% | +220+104.8% | Added |
| Zions Bancorporation, N.A. | 461 | $46.0K | 0.00% | +24+5.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 600 | $60.0K | 0.00% | +600 | New |
| IFP Advisors, Inc | 626 | $69.0K | 0.00% | +621+12,420.0% | Added |
| Bessemer Group Inc | 821 | $82.0K | 0.00% | −283−25.6% | Reduced |
| Captrust Financial Advisors | 833 | $83.0K | 0.00% | +372+80.7% | Added |
| Heritage Wealth Management, LLC | 920 | $92.0K | 0.02% | +920 | New |
| Lindbrook Capital, LLC | 988 | $99.0K | 0.02% | −53−5.1% | Reduced |
| JPMorgan Chase & Co | 1,018 | $101.0K | 0.00% | −39−3.7% | Reduced |
| New York State Common Retirement Fund | 1,437 | $143.0K | 0.00% | +1,027+250.5% | Added |
| Huntington National Bank | 1,555 | $155.0K | 0.00% | +86+5.9% | Added |
| Concord Wealth Partners | 1,884 | $188.0K | 0.05% | −451−19.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,017 | $201.0K | 0.00% | +2,017 | New |
| Ballentine Partners, LLC | 2,055 | $205.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,083 | $208.0K | 0.01% | +2,083 | New |
| Intersect Capital LLC | 2,145 | $214.0K | 0.04% | +2,145 | New |
| Advisor Group Holdings, Inc. | 1,985 | $220.0K | 0.00% | +44+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,234 | $223.0K | 0.02% | +6+0.3% | Added |
| Checchi Capital Advisers, LLC | 2,269 | $227.0K | 0.02% | −53−2.3% | Reduced |
| LPL Financial LLC | 2,291 | $229.0K | 0.00% | +2,291 | New |
| 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 |
| Channing Global Advisors, LLC | 2,399 | $240.0K | 0.23% | −2,452−50.5% | Reduced |
| Johnson Investment Counsel Inc | 2,450 | $245.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,441 | $248.0K | 0.01% | −611−20.0% | Reduced |
| Franklin Resources Inc | 2,485 | $249.0K | 0.00% | +189+8.2% | Added |
| Corient Capital Partners, LLC | 2,667 | $266.0K | 0.02% | +110+4.3% | Added |
| Old National Bancorp | 2,824 | $282.0K | 0.01% | +720+34.2% | Added |
| Financial Counselors Inc | 2,838 | $283.0K | 0.01% | +531+23.0% | Added |
| Qtron Investments LLC | 2,871 | $287.0K | 0.06% | +2,871 | New |
| Bank of Montreal | 2,994 | $306.0K | 0.00% | +55+1.9% | Added |
| Creative Planning | 3,227 | $322.0K | 0.00% | +112+3.6% | Added |
| RNC Capital Management LLC | 3,480 | $347.0K | 0.02% | +130+3.9% | Added |
| Quadrant Capital Group LLC | 3,513 | $350.0K | 0.04% | +83+2.4% | Added |
| Eaton Vance Management | 3,837 | $383.0K | 0.00% | −385−9.1% | Reduced |
| Yousif Capital Management, LLC | 3,982 | $398.0K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,020 | $401.0K | 0.11% | −758−15.9% | Reduced |
| Citigroup Inc | 4,465 | $444.0K | 0.00% | −1,221−21.5% | Reduced |
| Comerica Bank | 4,897 | $462.0K | 0.00% | −266−5.2% | Reduced |
| UBS Group AG | 4,655 | $465.0K | 0.00% | +1,025+28.2% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $495.0K | 0.02% | +4,962 | New |
| The PNC Financial Services Group, Inc. | 5,076 | $507.0K | 0.00% | +32+0.6% | Added |
| Ativo Capital Management LLC | 5,308 | $530.0K | 0.27% | +5,308 | New |
| Mount Yale Investment Advisors, LLC | 5,461 | $545.0K | 0.06% | +1,866+51.9% | Added |
| Ameriprise Financial Inc | 5,661 | $565.0K | 0.00% | +556+10.9% | Added |
| DGS Capital Management, LLC | 5,907 | $590.0K | 0.36% | +180+3.1% | Added |
| Calamos Advisors LLC | 6,030 | $602.0K | 0.00% | +6,030 | New |
| Brinker Capital Investments, LLC | 6,105 | $610.0K | 0.01% | +106+1.8% | Added |
| SEI Investments Co | 6,198 | $619.0K | 0.00% | +1,933+45.3% | Added |
| Signaturefd, LLC | 6,335 | $633.0K | 0.02% | −113−1.8% | Reduced |
| Eagle Asset Management Inc | 6,467 | $645.0K | 0.00% | −423−6.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,572 | $656.0K | 0.23% | −208−3.1% | Reduced |
| JustInvest LLC | 6,611 | $660.0K | 0.03% | +449+7.3% | Added |
| Fifth Third Bancorp | 7,116 | $711.0K | 0.00% | +790+12.5% | Added |
| Allspring Global Investments Holdings, LLC | 7,431 | $741.0K | 0.00% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 7,549 | $754.0K | 0.05% | +913+13.8% | Added |
| Raymond James & Associates | 7,572 | $756.0K | 0.00% | +2,964+64.3% | Added |
| Strategic Global Advisors, LLC | 7,777 | $777.0K | 0.11% | +119+1.6% | Added |
| Royal Bank of Canada | 8,152 | $814.0K | 0.00% | +208+2.6% | Added |
| Whittier Trust Co | 8,525 | $851.0K | 0.01% | −1,683−16.5% | Reduced |