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 | $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, 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 |
|---|---|---|---|---|---|
| Central Trust Co | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 11 | $926 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17 | $1.00K | 0.00% | +2+13.3% | Added |
| 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 |
| Harbour Investments, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $2.00K | 0.00% | +7+26.9% | Added |
| Bartlett & Co. LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $3.00K | 0.00% | +22+200.0% | Added |
| Tfo-TDC, LLC | 39 | $3.00K | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 37 | $3.11K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 42 | $4.00K | 0.00% | +42 | New |
| Column Capital Advisors, LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 57 | $5.00K | 0.00% | +3+5.6% | Added |
| Allworth Financial LP | 59 | $5.00K | 0.00% | +59 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 58 | $5.00K | 0.00% | +58 | New |
| Enterprise Trust & Investment Co | 62 | $5.00K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 55 | $5.00K | 0.00% | +55 | New |
| Atlas Capital Advisors LLC | 62 | $5.22K | 0.00% | +62 | New |
| Steward Partners Investment Advisory, LLC | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 90 | $7.57K | 0.00% | +90 | New |
| Concord Wealth Partners | 92 | $8.00K | 0.00% | −1,792−95.1% | Reduced |
| Macquarie Group Ltd | 100 | $8.00K | 0.00% | +10+11.1% | Added |
| Arlington Partners LLC | 132 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 125 | $11.0K | 0.00% | −9−6.7% | Reduced |
| Ronald Blue Trust, Inc. | 120 | $12.0K | 0.00% | +120 | New |
| Pinnacle Bancorp, Inc. | 156 | $13.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 192 | $16.0K | 0.00% | −30−13.5% | Reduced |
| Bessemer Group Inc | 207 | $17.0K | 0.00% | −614−74.8% | Reduced |
| Evoke Wealth, LLC | 206 | $17.0K | 0.00% | +2+1.0% | Added |
| Private Capital Group, LLC | 215 | $18.0K | 0.01% | −115−34.8% | Reduced |
| Glassman Wealth Services | 228 | $19.0K | 0.00% | −61−21.1% | Reduced |
| EverSource Wealth Advisors, LLC | 228 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 238 | $20.0K | 0.00% | −166−41.1% | Reduced |
| Umb Bank N A | 309 | $26.0K | 0.00% | −43−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 421 | $35.0K | 0.00% | +421 | New |
| 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 |
| Zions Bancorporation, N.A. | 464 | $39.0K | 0.00% | +3+0.7% | Added |
| Channing Global Advisors, LLC | 534 | $45.0K | 0.05% | −1,865−77.7% | Reduced |
| IFP Advisors, Inc | 510 | $59.0K | 0.00% | −116−18.5% | Reduced |
| Captrust Financial Advisors | 919 | $77.0K | 0.00% | +86+10.3% | Added |
| Heritage Wealth Management, LLC | 933 | $78.5K | 0.03% | +13+1.4% | Added |
| Lindbrook Capital, LLC | 1,045 | $88.0K | 0.01% | +57+5.8% | Added |
| Huntington National Bank | 1,351 | $114.0K | 0.00% | −204−13.1% | Reduced |
| New York State Common Retirement Fund | 1,437 | $121.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,036 | $172.0K | 0.00% | +51+2.6% | Added |
| Advisors Asset Management, Inc. | 2,085 | $175.0K | 0.00% | +2,085 | New |
| Baldwin Brothers Inc | 2,274 | $191.0K | 0.02% | −83−3.5% | Reduced |
| Franklin Resources Inc | 2,390 | $202.0K | 0.00% | −95−3.8% | 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 |
| Corient Capital Partners, LLC | 2,494 | $210.0K | 0.02% | −173−6.5% | Reduced |
| Old National Bancorp | 2,800 | $236.0K | 0.01% | −24−0.8% | Reduced |
| 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 |
| Qtron Investments LLC | 2,871 | $242.0K | 0.05% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,330 | $280.0K | 0.02% | −150−4.3% | Reduced |
| West Family Investments, Inc. | 3,423 | $288.0K | 0.11% | −597−14.9% | Reduced |
| Eqis Capital Management, Inc. | 3,526 | $296.7K | 0.03% | −5,890−62.6% | Reduced |
| Citigroup Inc | 3,666 | $308.0K | 0.00% | −799−17.9% | Reduced |
| Raymond James & Associates | 3,736 | $314.0K | 0.00% | −3,836−50.7% | Reduced |
| Quadrant Capital Group LLC | 3,860 | $325.0K | 0.04% | +347+9.9% | Added |
| UBS Group AG | 3,873 | $326.0K | 0.00% | −782−16.8% | Reduced |
| JPMorgan Chase & Co | 3,912 | $330.0K | 0.00% | +2,894+284.3% | Added |
| Yousif Capital Management, LLC | 3,947 | $332.0K | 0.00% | −35−0.9% | Reduced |
| Ameriprise Financial Inc | 4,052 | $341.0K | 0.00% | −1,609−28.4% | Reduced |
| Millennium Management LLC | 4,320 | $364.0K | 0.00% | +4,320 | New |
| HRT Financial LP | 4,326 | $364.0K | 0.00% | +4,326 | New |
| Creative Planning | 4,358 | $367.0K | 0.00% | +1,131+35.0% | Added |
| DGS Capital Management, LLC | 4,401 | $370.0K | 0.30% | −1,506−25.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,568 | $384.0K | 0.05% | −893−16.4% | Reduced |
| Comerica Bank | 4,798 | $400.0K | 0.00% | −99−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,769 | $401.0K | 0.00% | −307−6.0% | Reduced |
| Systematic Alpha Investments, LLC | 4,962 | $418.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,021 | $423.0K | 0.00% | −5,933−54.2% | Reduced |
| Ativo Capital Management LLC | 5,308 | $447.0K | 0.30% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 6,071 | $510.0K | 0.00% | −396−6.1% | Reduced |
| Whittier Trust Co | 6,238 | $525.0K | 0.01% | −2,287−26.8% | Reduced |
| SEI Investments Co | 6,162 | $529.0K | 0.00% | −36−0.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,572 | $553.0K | 0.23% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,858 | $577.0K | 0.02% | +523+8.3% | Added |
| Fifth Third Bancorp | 7,042 | $593.0K | 0.00% | −74−1.0% | Reduced |
| Brinker Capital Investments, LLC | 7,172 | $604.0K | 0.01% | +1,067+17.5% | Added |
| Allspring Global Investments Holdings, LLC | 7,487 | $630.0K | 0.00% | +56+0.8% | Added |
| Altium Wealth Management LLC | 7,596 | $639.0K | 0.05% | +47+0.6% | Added |
| Strategic Global Advisors, LLC | 7,660 | $645.0K | 0.10% | −117−1.5% | Reduced |
| Royal Bank of Canada | 7,669 | $646.0K | 0.00% | −483−5.9% | Reduced |
| JustInvest LLC | 8,085 | $680.0K | 0.03% | +1,474+22.3% | Added |
| Employees Retirement System of Texas | 8,672 | $730.0K | 0.01% | −420−4.6% | Reduced |
| Calamos Advisors LLC | 9,083 | $764.0K | 0.00% | +3,053+50.6% | Added |