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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 9,092 | $908.0K | 0.01% | +7,164+371.6% | Added |
| Eqis Capital Management, Inc. | 9,416 | $940.0K | 0.08% | +6,425+214.8% | Added |
| Advisor Partners LLC | 10,395 | $1.04M | 0.06% | −1,209−10.4% | Reduced |
| Greenleaf Trust | 10,506 | $1.05M | 0.01% | −1,807−14.7% | Reduced |
| Guggenheim Capital LLC | 10,954 | $1.09M | 0.01% | −533−4.6% | Reduced |
| Wetherby Asset Management Inc | 11,430 | $1.14M | 0.07% | −30.0% | Reduced |
| Veriti Management LLC | 11,726 | $1.17M | 0.14% | +4,631+65.3% | Added |
| Bank of New York Mellon Corp | 11,950 | $1.19M | 0.00% | +304+2.6% | Added |
| Citadel Advisors LLC | 12,859 | $1.28M | 0.00% | −2,621−16.9% | Reduced |
| Boothbay Fund Management, LLC | 13,300 | $1.33M | 0.04% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 13,348 | $1.34M | 0.13% | −4,255−24.2% | Reduced |
| Assetmark, Inc | 13,390 | $1.34M | 0.01% | +6,834+104.2% | Added |
| Dimensional Fund Advisors LP | 14,283 | $1.43M | 0.00% | −409−2.8% | Reduced |
| Princeton Global Asset Management LLC | 14,375 | $1.44M | 0.40% | +165+1.2% | Added |
| Ritholtz Wealth Management | 18,133 | $1.81M | 0.12% | +1,950+12.0% | Added |
| D. E. Shaw & Co., Inc. | 18,244 | $1.82M | 0.00% | −4,053−18.2% | Reduced |
| Wambolt & Associates, LLC | 18,800 | $1.92M | 0.70% | +1,510+8.7% | Added |
| Naples Global Advisors, LLC | 19,335 | $1.93M | 0.22% | −50−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 20,608 | $2.06M | 0.05% | −116,024−84.9% | Reduced |
| American Century Companies Inc | 21,994 | $2.20M | 0.00% | +3,724+20.4% | Added |
| Natixis Advisors, L.P. | 22,475 | $2.24M | 0.01% | +7,163+46.8% | Added |
| Summit Global Investments | 23,259 | $2.32M | 0.17% | +1,020+4.6% | Added |
| Gilman Hill Asset Management, LLC | 25,209 | $2.52M | 0.57% | +1,485+6.3% | Added |
| Mercer Global Advisors Inc | 35,456 | $3.54M | 0.02% | +1,079+3.1% | Added |
| Goldman Sachs Group Inc | 45,945 | $4.59M | 0.00% | +1,646+3.7% | Added |
| US Bancorp | 46,717 | $4.67M | 0.01% | +4,449+10.5% | Added |
| Henry James International Management, Inc. | 55,125 | $5.50M | 2.17% | −50.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 57,839 | $5.78M | 0.01% | +26,824+86.5% | Added |
| Boston Common Asset Management, LLC | 61,324 | $6.12M | 0.26% | −982−1.6% | Reduced |
| State Street Corp | 71,787 | $7.17M | 0.00% | +768+1.1% | Added |
| Eagle Global Advisors LLC | 74,118 | $7.40M | 0.46% | +4,550+6.5% | Added |
| Envestnet Asset Management Inc | 89,652 | $8.95M | 0.00% | +2,213+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 93,732 | $9.36M | 0.16% | +21,912+30.5% | Added |
| Bank of America Corp | 107,939 | $10.8M | 0.00% | −879−0.8% | Reduced |
| Northern Trust Corp | 135,187 | $13.5M | 0.00% | −2,061−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 167,390 | $16.7M | 0.16% | +23,300+16.2% | Added |
| Wells Fargo & Company | 254,158 | $25.4M | 0.01% | +49,326+24.1% | Added |
| Todd Asset Management LLC | 293,044 | $29.2M | 0.64% | +57,508+24.4% | Added |
| BlackRock Inc. | 363,021 | $36.2M | 0.00% | −8,137−2.2% | Reduced |
| FMR LLC | 427,711 | $42.7M | 0.00% | −3,430−0.8% | Reduced |
| Morgan Stanley | 443,209 | $44.3M | 0.01% | −9,216−2.0% | Reduced |
| Parametric Portfolio Associates LLC | 602,464 | $60.2M | 0.03% | +14,421+2.5% | Added |
| Sofos Investments, Inc. | 1,800 | – | – | +1,800 | New |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −524,081−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −42,174−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −41,493−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,756−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −10,197−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,004−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Palladiem, LLC | 0 | $0 | 0.00% | −1,979−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |