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, Q3 2022
Institutional positions in Orix Corp as of Sep 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
- 123
- −11 vs. Q2 2022
- Shares held
- 3.82M
- −57.9K (−1.5%) vs. Q2 2022
- Total value
- $269.9M
- −$56.4M (−17.3%) vs. Q2 2022
- New holders
- 15
- 33 more added
- Sold out
- 26
- 49 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 969,800 | $68.5M | 0.01% | −68,400−6.6% | Reduced |
| FMR LLC | 427,920 | $30.2M | 0.00% | −13,066−3.0% | Reduced |
| BlackRock Inc. | 341,665 | $24.1M | 0.00% | −27,985−7.6% | Reduced |
| Wells Fargo & Company | 329,407 | $23.3M | 0.01% | +83,422+33.9% | Added |
| Todd Asset Management LLC | 237,059 | $16.8M | 0.47% | −69,944−22.8% | Reduced |
| Northern Trust Corp | 126,560 | $8.94M | 0.00% | −3,969−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 126,340 | $8.93M | 0.10% | +126,340 | New |
| Bank of America Corp | 103,132 | $7.29M | 0.00% | +460.0% | Added |
| Envestnet Asset Management Inc | 94,040 | $6.65M | 0.00% | −798−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 89,950 | $6.36M | 0.12% | −10,805−10.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 78,507 | $5.55M | 0.01% | +16,886+27.4% | Added |
| Eagle Global Advisors LLC | 77,983 | $5.51M | 0.41% | −1,107−1.4% | Reduced |
| Boston Common Asset Management, LLC | 74,149 | $5.24M | 0.27% | +1,617+2.2% | Added |
| Henry James International Management, Inc. | 55,129 | $3.90M | 2.17% | 00.0% | Unchanged |
| US Bancorp | 42,496 | $3.00M | 0.01% | −9,377−18.1% | Reduced |
| Goldman Sachs Group Inc | 39,656 | $2.80M | 0.00% | −6,462−14.0% | Reduced |
| Mercer Global Advisors Inc | 34,541 | $2.44M | 0.01% | −405−1.2% | Reduced |
| American Century Companies Inc | 34,360 | $2.43M | 0.00% | +7,850+29.6% | Added |
| Gilman Hill Asset Management, LLC | 29,125 | $2.06M | 0.48% | −1,381−4.5% | Reduced |
| State Street Corp | 26,745 | $1.89M | 0.00% | −70.0% | Reduced |
| Crossmark Global Holdings, Inc. | 21,945 | $1.55M | 0.04% | +1,233+6.0% | Added |
| Assetmark, Inc | 20,080 | $1.42M | 0.01% | +1,774+9.7% | Added |
| D. E. Shaw & Co., Inc. | 20,010 | $1.41M | 0.00% | +912+4.8% | Added |
| Renaissance Technologies LLC | 19,800 | $1.40M | 0.00% | +4,106+26.2% | Added |
| Wambolt & Associates, LLC | 19,700 | $1.39M | 0.59% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 19,513 | $1.39M | 0.19% | +278+1.4% | Added |
| Veriti Management LLC | 15,695 | $1.11M | 0.16% | −468−2.9% | Reduced |
| BTC Capital Management, Inc. | 15,604 | $1.10M | 0.14% | +2,814+22.0% | Added |
| Dimensional Fund Advisors LP | 14,283 | $1.01M | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 13,385 | $946.0K | 0.05% | −3,293−19.7% | Reduced |
| Boothbay Fund Management, LLC | 13,300 | $940.0K | 0.03% | 00.0% | Unchanged |
| Summit Global Investments | 12,337 | $872.0K | 0.08% | −4,698−27.6% | Reduced |
| Wetherby Asset Management Inc | 11,114 | $785.0K | 0.06% | −450−3.9% | Reduced |
| Jane Street Group, LLC | 10,746 | $759.0K | 0.00% | −32,978−75.4% | Reduced |
| Greenleaf Trust | 10,412 | $736.0K | 0.01% | −91−0.9% | Reduced |
| Natixis Advisors, L.P. | 10,401 | $735.0K | 0.00% | −18,324−63.8% | Reduced |
| Fifth Third Bancorp | 10,150 | $717.0K | 0.00% | +3,108+44.1% | Added |
| Allspring Global Investments Holdings, LLC | 10,110 | $714.0K | 0.00% | +2,623+35.0% | Added |
| Calamos Advisors LLC | 9,083 | $642.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,968 | $634.0K | 0.01% | −401−4.3% | Reduced |
| Advisor Partners II, LLC | 8,961 | $633.0K | 0.05% | +8,961 | New |
| Employees Retirement System of Texas | 8,672 | $613.0K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 8,319 | $587.0K | 0.00% | −2,544−23.4% | Reduced |
| Strategic Global Advisors, LLC | 8,033 | $568.0K | 0.09% | +373+4.9% | Added |
| Brinker Capital Investments, LLC | 7,564 | $535.0K | 0.01% | +392+5.5% | Added |
| SEI Investments Co | 7,483 | $529.0K | 0.00% | +1,321+21.4% | Added |
| Royal Bank of Canada | 7,287 | $516.0K | 0.00% | −382−5.0% | Reduced |
| JustInvest LLC | 7,151 | $505.0K | 0.02% | −934−11.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,572 | $464.0K | 0.21% | 00.0% | Unchanged |
| Mariner, LLC | 6,336 | $448.0K | 0.00% | +6,336 | New |
| Whittier Trust Co | 6,214 | $439.0K | 0.01% | −24−0.4% | Reduced |
| Signaturefd, LLC | 6,065 | $429.0K | 0.01% | −793−11.6% | Reduced |
| Eagle Asset Management Inc | 5,994 | $423.0K | 0.00% | −77−1.3% | Reduced |
| Ativo Capital Management LLC | 5,300 | $375.0K | 0.59% | −8−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,315 | $375.0K | 0.00% | +546+11.4% | Added |
| Comerica Bank | 5,054 | $358.0K | 0.00% | +256+5.3% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $351.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,901 | $346.0K | 0.00% | −120−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,631 | $327.0K | 0.04% | +63+1.4% | Added |
| Creative Planning | 4,587 | $324.0K | 0.00% | +229+5.3% | Added |
| Yousif Capital Management, LLC | 4,207 | $297.0K | 0.00% | +260+6.6% | Added |
| Capricorn Fund Managers Ltd | 4,012 | $284.0K | 0.09% | +4,012 | New |
| DGS Capital Management, LLC | 4,016 | $283.8K | 0.19% | −385−8.7% | Reduced |
| Quadrant Capital Group LLC | 3,886 | $275.0K | 0.04% | +26+0.7% | Added |
| Citigroup Inc | 3,800 | $269.0K | 0.00% | +134+3.7% | Added |
| Ameriprise Financial Inc | 3,752 | $265.0K | 0.00% | −300−7.4% | Reduced |
| UBS Group AG | 3,553 | $252.0K | 0.00% | −320−8.3% | Reduced |
| Raymond James & Associates | 3,457 | $244.0K | 0.00% | −279−7.5% | Reduced |
| Eqis Capital Management, Inc. | 3,306 | $233.6K | 0.03% | −220−6.2% | Reduced |
| JPMorgan Chase & Co | 3,263 | $231.0K | 0.00% | −649−16.6% | Reduced |
| RNC Capital Management LLC | 3,205 | $226.0K | 0.01% | −125−3.8% | Reduced |
| Corient Capital Partners, LLC | 2,494 | $210.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,806 | $198.0K | 0.01% | +2,806 | New |
| Parallel Advisors, LLC | 2,329 | $165.0K | 0.01% | −118−4.8% | Reduced |
| Baldwin Brothers Inc | 2,274 | $161.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,146 | $154.0K | 0.00% | +110+5.4% | Added |
| Advisors Asset Management, Inc. | 1,902 | $134.0K | 0.00% | −183−8.8% | Reduced |
| Lindbrook Capital, LLC | 1,058 | $75.0K | 0.01% | +13+1.2% | Added |
| Heritage Wealth Management, LLC | 939 | $66.0K | 0.02% | +6+0.6% | Added |
| IFP Advisors, Inc | 366 | $47.0K | 0.00% | −144−28.2% | Reduced |
| Tower Research Capital LLC (TRC) | 663 | $47.0K | 0.00% | +242+57.5% | Added |
| Rockefeller Capital Management L.P. | 616 | $43.0K | 0.00% | +175+39.7% | Added |
| Channing Global Advisors, LLC | 534 | $38.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 442 | $31.0K | 0.00% | −909−67.3% | Reduced |
| Zions Bancorporation, N.A. | 410 | $29.0K | 0.00% | −54−11.6% | Reduced |
| Aquatic Capital Management LLC | 400 | $28.0K | 0.00% | +400 | New |
| Ronald Blue Trust, Inc. | 310 | $26.0K | 0.00% | +190+158.3% | Added |
| Bessemer Group Inc | 325 | $23.0K | 0.00% | +118+57.0% | Added |
| CWM, LLC | 313 | $22.0K | 0.00% | +75+31.5% | Added |
| Paradigm Asset Management Co LLC | 300 | $21.2K | 0.01% | +300 | New |
| EverSource Wealth Advisors, LLC | 279 | $20.0K | 0.00% | +51+22.4% | Added |
| Umb Bank N A | 263 | $19.0K | 0.00% | −46−14.9% | Reduced |
| Standard Family Office LLC | 222 | $16.0K | 0.01% | +222 | New |
| Farmers & Merchants Investments Inc | 215 | $15.0K | 0.00% | −215−50.0% | Reduced |
| Glassman Wealth Services | 209 | $15.0K | 0.00% | −19−8.3% | Reduced |
| Pinnacle Bancorp, Inc. | 129 | $9.00K | 0.00% | −27−17.3% | Reduced |
| Arlington Partners LLC | 132 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 108 | $8.00K | 0.00% | +108 | New |
| BNP Paribas Arbitrage, SA | 101 | $7.14K | 0.00% | +101 | New |
| Macquarie Group Ltd | 94 | $7.00K | 0.00% | −6−6.0% | Reduced |