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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 9,369 | $789.0K | 0.01% | +9,369 | New |
| Advisor Partners LLC | 10,479 | $882.0K | 0.06% | +84+0.8% | Added |
| Greenleaf Trust | 10,503 | $884.0K | 0.01% | −30.0% | Reduced |
| Bank of New York Mellon Corp | 10,863 | $914.0K | 0.00% | −1,087−9.1% | Reduced |
| Wetherby Asset Management Inc | 11,564 | $973.0K | 0.07% | +134+1.2% | Added |
| BTC Capital Management, Inc. | 12,790 | $1.08M | 0.13% | −558−4.2% | Reduced |
| Boothbay Fund Management, LLC | 13,300 | $1.12M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 14,283 | $1.20M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 15,694 | $1.32M | 0.00% | +15,694 | New |
| Veriti Management LLC | 16,163 | $1.36M | 0.19% | +4,437+37.8% | Added |
| Ritholtz Wealth Management | 16,678 | $1.40M | 0.09% | −1,455−8.0% | Reduced |
| Summit Global Investments | 17,035 | $1.43M | 0.13% | −6,224−26.8% | Reduced |
| Assetmark, Inc | 18,306 | $1.54M | 0.01% | +4,916+36.7% | Added |
| D. E. Shaw & Co., Inc. | 19,098 | $1.61M | 0.00% | +854+4.7% | Added |
| Naples Global Advisors, LLC | 19,235 | $1.62M | 0.21% | −100−0.5% | Reduced |
| Citadel Advisors LLC | 19,384 | $1.63M | 0.00% | +6,525+50.7% | Added |
| Wambolt & Associates, LLC | 19,700 | $1.66M | 0.67% | +900+4.8% | Added |
| Crossmark Global Holdings, Inc. | 20,712 | $1.74M | 0.05% | +104+0.5% | Added |
| American Century Companies Inc | 26,510 | $2.23M | 0.00% | +4,516+20.5% | Added |
| State Street Corp | 26,752 | $2.25M | 0.00% | −45,035−62.7% | Reduced |
| Natixis Advisors, L.P. | 28,725 | $2.42M | 0.01% | +6,250+27.8% | Added |
| Gilman Hill Asset Management, LLC | 30,506 | $2.57M | 0.55% | +5,297+21.0% | Added |
| Mercer Global Advisors Inc | 34,946 | $2.94M | 0.02% | −510−1.4% | Reduced |
| Jane Street Group, LLC | 43,724 | $3.68M | 0.01% | +43,724 | New |
| Goldman Sachs Group Inc | 46,118 | $3.88M | 0.00% | +173+0.4% | Added |
| US Bancorp | 51,873 | $4.37M | 0.01% | +5,156+11.0% | Added |
| Henry James International Management, Inc. | 55,129 | $4.64M | 2.32% | +40.0% | Added |
| Arrowstreet Capital, Limited Partnership | 61,621 | $5.19M | 0.01% | +3,782+6.5% | Added |
| Boston Common Asset Management, LLC | 72,532 | $6.10M | 0.30% | +11,208+18.3% | Added |
| Eagle Global Advisors LLC | 79,090 | $6.66M | 0.49% | +4,972+6.7% | Added |
| Envestnet Asset Management Inc | 94,838 | $7.98M | 0.00% | +5,186+5.8% | Added |
| O'Shaughnessy Asset Management, LLC | 100,755 | $8.48M | 0.16% | +7,023+7.5% | Added |
| Bank of America Corp | 103,086 | $8.68M | 0.00% | −4,853−4.5% | Reduced |
| Northern Trust Corp | 130,529 | $11.0M | 0.00% | −4,658−3.4% | Reduced |
| Wells Fargo & Company | 245,985 | $20.7M | 0.01% | −8,173−3.2% | Reduced |
| Todd Asset Management LLC | 307,003 | $25.8M | 0.67% | +13,959+4.8% | Added |
| BlackRock Inc. | 369,650 | $31.1M | 0.00% | +6,629+1.8% | Added |
| FMR LLC | 440,986 | $37.1M | 0.00% | +13,275+3.1% | Added |
| Morgan Stanley | 1,038,200 | $87.4M | 0.01% | +594,991+134.2% | Added |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −14,375−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |