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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.

Institutional holdersQ2 2022: 139 institutions
Q1 2021: 126 institutionsQ2 2021: 121 institutionsQ3 2021: 135 institutionsQ4 2021: 148 institutionsQ1 2022: 143 institutionsQ2 2022: 139 institutionsQ3 2022: 123 institutionsQ4 2022: 128 institutionsQ1 2023: 123 institutionsQ2 2023: 130 institutionsQ3 2023: 136 institutionsQ4 2023: 152 institutionsQ1 2024: 160 institutionsQ2 2024: 172 institutionsQ3 2024: 175 institutionsQ4 2024: 190 institutionsQ1 2025: 191 institutionsQ2 2025: 209 institutionsQ3 2025: 217 institutionsQ4 2025: 241 institutionsQ1 2026: 283 institutionsQ2 2026: 319 institutions
Value heldQ2 2022: $327.8M
Q1 2021: $329.0MQ2 2021: $331.3MQ3 2021: $364.8MQ4 2021: $421.0MQ1 2022: $400.3MQ2 2022: $327.8MQ3 2022: $269.9MQ4 2022: $306.0MQ1 2023: $307.9MQ2 2023: $374.7MQ3 2023: $396.5MQ4 2023: $395.3MQ1 2024: $480.3MQ2 2024: $499.6MQ3 2024: $519.7MQ4 2024: $511.8MQ1 2025: $518.0MQ2 2025: $571.7MQ3 2025: $662.3MQ4 2025: $784.0MQ1 2026: $1.02BQ2 2026: $1.42B
Institutions holding IX and their total value by quarter
QuarterHoldersValue
Q2 2026319$1.42B
Q1 2026283$1.02B
Q4 2025241$784.0M
Q3 2025217$662.3M
Q2 2025209$571.7M
Q1 2025191$518.0M
Q4 2024190$511.8M
Q3 2024175$519.7M
Q2 2024172$499.6M
Q1 2024160$480.3M
Q4 2023152$395.3M
Q3 2023136$396.5M
Q2 2023130$374.7M
Q1 2023123$307.9M
Q4 2022128$306.0M
Q3 2022123$269.9M
Q2 2022139$327.8M
Q1 2022143$400.3M
Q4 2021148$421.0M
Q3 2021135$364.8M
Q2 2021121$331.3M
Q1 2021126$329.0M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2022.

Institutions holding IX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC228$19.0K0.00%00.0%Unchanged
Private Capital Group, LLC215$18.0K0.01%−115−34.8%Reduced
Bessemer Group Inc207$17.0K0.00%−614−74.8%Reduced
Evoke Wealth, LLC206$17.0K0.00%+2+1.0%Added
Patriot Financial Group Insurance Agency, LLC192$16.0K0.00%−30−13.5%Reduced
Pinnacle Bancorp, Inc.156$13.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.120$12.0K0.00%+120New
Arlington Partners LLC132$11.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.125$11.0K0.00%−9−6.7%Reduced
Concord Wealth Partners92$8.00K0.00%−1,792−95.1%Reduced
Macquarie Group Ltd100$8.00K0.00%+10+11.1%Added
Venture Visionary Partners LLC90$7.57K0.00%+90New
Steward Partners Investment Advisory, LLC74$6.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC62$5.22K0.00%+62New
Column Capital Advisors, LLC63$5.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC57$5.00K0.00%+3+5.6%Added
Allworth Financial LP59$5.00K0.00%+59New
Farmers & Merchants Trust Co of Chambersburg PA58$5.00K0.00%+58New
Enterprise Trust & Investment Co62$5.00K0.00%+62New
Bell Investment Advisors, Inc55$5.00K0.00%+55New
Fieldpoint Private Securities, LLC50$4.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.42$4.00K0.00%+42New
Raffa Wealth Management, LLC37$3.11K0.00%00.0%Unchanged
American National Bank38$3.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc33$3.00K0.00%+22+200.0%Added
Tfo-TDC, LLC39$3.00K0.00%+39New
Creative Financial Designs Inc27$2.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.33$2.00K0.00%+7+26.9%Added
Bartlett & Co. LLC23$2.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC23$1.94K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co17$1.00K0.00%+2+13.3%Added
Baystate Wealth Management LLC7$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC7$1.00K0.00%00.0%Unchanged
Laurel Wealth Planning LLC14$1.00K0.00%00.0%Unchanged
Addison Advisors LLC11$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.11$1.00K0.00%+11New
TD Private Client Wealth LLC11$9260.00%00.0%Unchanged
Central Trust Co3$00.00%00.0%Unchanged
Steward Financial Group LLC10$00.00%+10New
Princeton Global Asset Management LLC0$00.00%−14,375−100.0%Sold out
Eaton Vance Management0$00.00%−3,837−100.0%Sold out
Clarius Group, LLC0$00.00%−2,311−100.0%Sold out
LPL Financial LLC0$00.00%−2,291−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−2,234−100.0%Sold out
Intersect Capital LLC0$00.00%−2,145−100.0%Sold out
Ballentine Partners, LLC0$00.00%−2,055−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−600−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−111−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−43−100.0%Sold out
TCWP LLC0$00.00%−40−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−32−100.0%Sold out
JJJ Advisors Inc.0$00.00%−17−100.0%Sold out
American Portfolios Advisors0$00.00%−15−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−13−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−13−100.0%Sold out
Prospera Financial Services Inc0$00.00%−3−100.0%Sold out
Sofos Investments, Inc.0$00.00%−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