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, Q2 2022
Institutional positions in Orix Corp as of Jun 30, 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
- 139
- 0 vs. Q1 2022
- Shares held
- 3.89M
- +655.7K (+20.2%) vs. Q1 2022
- Total value
- $327.8M
- +$4.57M (+1.4%) vs. Q1 2022
- New holders
- 18
- 47 more added
- Sold out
- 18
- 47 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $785.0M |
| Q3 2025 | 217 | $666.7M |
| Q2 2025 | 209 | $573.1M |
| Q1 2025 | 191 | $519.3M |
| Q4 2024 | 190 | $511.8M |
| Q3 2024 | 175 | $520.6M |
| Q2 2024 | 172 | $681.2M |
| Q1 2024 | 160 | $703.9M |
| Q4 2023 | 152 | $487.9M |
| Q3 2023 | 136 | $396.5M |
| Q2 2023 | 130 | $374.7M |
| Q1 2023 | 123 | $341.1M |
| Q4 2022 | 129 | $306.4M |
| Q3 2022 | 124 | $270.2M |
| Q2 2022 | 139 | $327.8M |
| Q1 2022 | 143 | $402.6M |
| Q4 2021 | 148 | $421.0M |
| Q3 2021 | 135 | $364.8M |
| Q2 2021 | 121 | $331.3M |
| Q1 2021 | 126 | $329.0M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,038,200 | $87.4M | 0.01% | +594,991+134.2% | Added |
| FMR LLC | 440,986 | $37.1M | 0.00% | +13,275+3.1% | Added |
| BlackRock Inc. | 369,650 | $31.1M | 0.00% | +6,629+1.8% | Added |
| Todd Asset Management LLC | 307,003 | $25.8M | 0.67% | +13,959+4.8% | Added |
| Wells Fargo & Company | 245,985 | $20.7M | 0.01% | −8,173−3.2% | Reduced |
| Northern Trust Corp | 130,529 | $11.0M | 0.00% | −4,658−3.4% | Reduced |
| Bank of America Corp | 103,086 | $8.68M | 0.00% | −4,853−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 100,755 | $8.48M | 0.16% | +7,023+7.5% | Added |
| Envestnet Asset Management Inc | 94,838 | $7.98M | 0.00% | +5,186+5.8% | Added |
| Eagle Global Advisors LLC | 79,090 | $6.66M | 0.49% | +4,972+6.7% | Added |
| Boston Common Asset Management, LLC | 72,532 | $6.10M | 0.30% | +11,208+18.3% | Added |
| Arrowstreet Capital, Limited Partnership | 61,621 | $5.19M | 0.01% | +3,782+6.5% | Added |
| Henry James International Management, Inc. | 55,129 | $4.64M | 2.32% | +40.0% | Added |
| US Bancorp | 51,873 | $4.37M | 0.01% | +5,156+11.0% | Added |
| Goldman Sachs Group Inc | 46,118 | $3.88M | 0.00% | +173+0.4% | Added |
| Jane Street Group, LLC | 43,724 | $3.68M | 0.01% | +43,724 | New |
| Mercer Global Advisors Inc | 34,946 | $2.94M | 0.02% | −510−1.4% | Reduced |
| Gilman Hill Asset Management, LLC | 30,506 | $2.57M | 0.55% | +5,297+21.0% | Added |
| Natixis Advisors, L.P. | 28,725 | $2.42M | 0.01% | +6,250+27.8% | Added |
| State Street Corp | 26,752 | $2.25M | 0.00% | −45,035−62.7% | Reduced |
| American Century Companies Inc | 26,510 | $2.23M | 0.00% | +4,516+20.5% | Added |
| Crossmark Global Holdings, Inc. | 20,712 | $1.74M | 0.05% | +104+0.5% | Added |
| Wambolt & Associates, LLC | 19,700 | $1.66M | 0.67% | +900+4.8% | Added |
| Citadel Advisors LLC | 19,384 | $1.63M | 0.00% | +6,525+50.7% | Added |
| Naples Global Advisors, LLC | 19,235 | $1.62M | 0.21% | −100−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 19,098 | $1.61M | 0.00% | +854+4.7% | Added |
| Assetmark, Inc | 18,306 | $1.54M | 0.01% | +4,916+36.7% | Added |
| Summit Global Investments | 17,035 | $1.43M | 0.13% | −6,224−26.8% | Reduced |
| Ritholtz Wealth Management | 16,678 | $1.40M | 0.09% | −1,455−8.0% | Reduced |
| Veriti Management LLC | 16,163 | $1.36M | 0.19% | +4,437+37.8% | Added |
| Renaissance Technologies LLC | 15,694 | $1.32M | 0.00% | +15,694 | New |
| Dimensional Fund Advisors LP | 14,283 | $1.20M | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,300 | $1.12M | 0.04% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 12,790 | $1.08M | 0.13% | −558−4.2% | Reduced |
| Wetherby Asset Management Inc | 11,564 | $973.0K | 0.07% | +134+1.2% | Added |
| Bank of New York Mellon Corp | 10,863 | $914.0K | 0.00% | −1,087−9.1% | Reduced |
| Greenleaf Trust | 10,503 | $884.0K | 0.01% | −30.0% | Reduced |
| Advisor Partners LLC | 10,479 | $882.0K | 0.06% | +84+0.8% | Added |
| Cerity Partners LLC | 9,369 | $789.0K | 0.01% | +9,369 | New |
| Calamos Advisors LLC | 9,083 | $764.0K | 0.00% | +3,053+50.6% | Added |
| Employees Retirement System of Texas | 8,672 | $730.0K | 0.01% | −420−4.6% | Reduced |
| JustInvest LLC | 8,085 | $680.0K | 0.03% | +1,474+22.3% | Added |
| Royal Bank of Canada | 7,669 | $646.0K | 0.00% | −483−5.9% | Reduced |
| Strategic Global Advisors, LLC | 7,660 | $645.0K | 0.10% | −117−1.5% | Reduced |
| Altium Wealth Management LLC | 7,596 | $639.0K | 0.05% | +47+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 7,487 | $630.0K | 0.00% | +56+0.8% | Added |
| Brinker Capital Investments, LLC | 7,172 | $604.0K | 0.01% | +1,067+17.5% | Added |
| Fifth Third Bancorp | 7,042 | $593.0K | 0.00% | −74−1.0% | Reduced |
| Signaturefd, LLC | 6,858 | $577.0K | 0.02% | +523+8.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,572 | $553.0K | 0.23% | 00.0% | Unchanged |
| SEI Investments Co | 6,162 | $529.0K | 0.00% | −36−0.6% | Reduced |
| Whittier Trust Co | 6,238 | $525.0K | 0.01% | −2,287−26.8% | Reduced |
| Eagle Asset Management Inc | 6,071 | $510.0K | 0.00% | −396−6.1% | Reduced |
| Ativo Capital Management LLC | 5,308 | $447.0K | 0.30% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,021 | $423.0K | 0.00% | −5,933−54.2% | Reduced |
| Systematic Alpha Investments, LLC | 4,962 | $418.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,769 | $401.0K | 0.00% | −307−6.0% | Reduced |
| Comerica Bank | 4,798 | $400.0K | 0.00% | −99−2.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,568 | $384.0K | 0.05% | −893−16.4% | Reduced |
| DGS Capital Management, LLC | 4,401 | $370.0K | 0.30% | −1,506−25.5% | Reduced |
| Creative Planning | 4,358 | $367.0K | 0.00% | +1,131+35.0% | Added |
| Millennium Management LLC | 4,320 | $364.0K | 0.00% | +4,320 | New |
| HRT Financial LP | 4,326 | $364.0K | 0.00% | +4,326 | New |
| Ameriprise Financial Inc | 4,052 | $341.0K | 0.00% | −1,609−28.4% | Reduced |
| Yousif Capital Management, LLC | 3,947 | $332.0K | 0.00% | −35−0.9% | Reduced |
| JPMorgan Chase & Co | 3,912 | $330.0K | 0.00% | +2,894+284.3% | Added |
| UBS Group AG | 3,873 | $326.0K | 0.00% | −782−16.8% | Reduced |
| Quadrant Capital Group LLC | 3,860 | $325.0K | 0.04% | +347+9.9% | Added |
| Raymond James & Associates | 3,736 | $314.0K | 0.00% | −3,836−50.7% | Reduced |
| Citigroup Inc | 3,666 | $308.0K | 0.00% | −799−17.9% | Reduced |
| Eqis Capital Management, Inc. | 3,526 | $296.7K | 0.03% | −5,890−62.6% | Reduced |
| West Family Investments, Inc. | 3,423 | $288.0K | 0.11% | −597−14.9% | Reduced |
| RNC Capital Management LLC | 3,330 | $280.0K | 0.02% | −150−4.3% | Reduced |
| Qtron Investments LLC | 2,871 | $242.0K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 2,728 | $239.0K | 0.00% | −266−8.9% | Reduced |
| Financial Counselors Inc | 2,838 | $239.0K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 2,800 | $236.0K | 0.01% | −24−0.8% | Reduced |
| Corient Capital Partners, LLC | 2,494 | $210.0K | 0.02% | −173−6.5% | Reduced |
| Parallel Advisors, LLC | 2,447 | $206.0K | 0.01% | +6+0.2% | Added |
| Johnson Investment Counsel Inc | 2,450 | $206.0K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,320 | $206.0K | 0.02% | +51+2.2% | Added |
| Sequoia Financial Advisors, LLC | 2,451 | $206.0K | 0.01% | +368+17.7% | Added |
| Franklin Resources Inc | 2,390 | $202.0K | 0.00% | −95−3.8% | Reduced |
| Baldwin Brothers Inc | 2,274 | $191.0K | 0.02% | −83−3.5% | Reduced |
| Advisors Asset Management, Inc. | 2,085 | $175.0K | 0.00% | +2,085 | New |
| Advisor Group Holdings, Inc. | 2,036 | $172.0K | 0.00% | +51+2.6% | Added |
| New York State Common Retirement Fund | 1,437 | $121.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,351 | $114.0K | 0.00% | −204−13.1% | Reduced |
| Lindbrook Capital, LLC | 1,045 | $88.0K | 0.01% | +57+5.8% | Added |
| Heritage Wealth Management, LLC | 933 | $78.5K | 0.03% | +13+1.4% | Added |
| Captrust Financial Advisors | 919 | $77.0K | 0.00% | +86+10.3% | Added |
| IFP Advisors, Inc | 510 | $59.0K | 0.00% | −116−18.5% | Reduced |
| Channing Global Advisors, LLC | 534 | $45.0K | 0.05% | −1,865−77.7% | Reduced |
| Zions Bancorporation, N.A. | 464 | $39.0K | 0.00% | +3+0.7% | Added |
| Farmers & Merchants Investments Inc | 430 | $36.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 441 | $36.0K | 0.00% | +39+9.7% | Added |
| Tower Research Capital LLC (TRC) | 421 | $35.0K | 0.00% | +421 | New |
| Umb Bank N A | 309 | $26.0K | 0.00% | −43−12.2% | Reduced |
| CWM, LLC | 238 | $20.0K | 0.00% | −166−41.1% | Reduced |
| Glassman Wealth Services | 228 | $19.0K | 0.00% | −61−21.1% | Reduced |