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 | $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, 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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 11 | $777 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Addison Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $1.00K | 0.00% | +10 | New |
| Asset Dedication, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $2.62K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $3.00K | 0.00% | −22−37.3% | Reduced |
| Bell Investment Advisors, Inc | 48 | $3.00K | 0.00% | −7−12.7% | Reduced |
| American National Bank | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 45 | $3.00K | 0.00% | +45 | New |
| Community Bank, N.A. | 42 | $3.00K | 0.00% | +42 | New |
| Core Alternative Capital | 41 | $3.00K | 0.00% | +41 | New |
| Column Capital Advisors, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 68 | $5.00K | 0.00% | −138−67.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 68 | $5.00K | 0.00% | +11+19.3% | Added |
| Macquarie Group Ltd | 94 | $7.00K | 0.00% | −6−6.0% | Reduced |
| BNP Paribas Arbitrage, SA | 101 | $7.14K | 0.00% | +101 | New |
| Brown Brothers Harriman & Co | 108 | $8.00K | 0.00% | +108 | New |
| Pinnacle Bancorp, Inc. | 129 | $9.00K | 0.00% | −27−17.3% | Reduced |
| Arlington Partners LLC | 132 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Standard Family Office LLC | 222 | $16.0K | 0.01% | +222 | New |
| Umb Bank N A | 263 | $19.0K | 0.00% | −46−14.9% | Reduced |
| EverSource Wealth Advisors, LLC | 279 | $20.0K | 0.00% | +51+22.4% | Added |
| Paradigm Asset Management Co LLC | 300 | $21.2K | 0.01% | +300 | New |
| CWM, LLC | 313 | $22.0K | 0.00% | +75+31.5% | Added |
| Bessemer Group Inc | 325 | $23.0K | 0.00% | +118+57.0% | Added |
| Ronald Blue Trust, Inc. | 310 | $26.0K | 0.00% | +190+158.3% | Added |
| Aquatic Capital Management LLC | 400 | $28.0K | 0.00% | +400 | New |
| Zions Bancorporation, N.A. | 410 | $29.0K | 0.00% | −54−11.6% | Reduced |
| Huntington National Bank | 442 | $31.0K | 0.00% | −909−67.3% | Reduced |
| Channing Global Advisors, LLC | 534 | $38.0K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 616 | $43.0K | 0.00% | +175+39.7% | 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 |
| Heritage Wealth Management, LLC | 939 | $66.0K | 0.02% | +6+0.6% | Added |
| Lindbrook Capital, LLC | 1,058 | $75.0K | 0.01% | +13+1.2% | Added |
| Advisors Asset Management, Inc. | 1,902 | $134.0K | 0.00% | −183−8.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,146 | $154.0K | 0.00% | +110+5.4% | Added |
| Baldwin Brothers Inc | 2,274 | $161.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,329 | $165.0K | 0.01% | −118−4.8% | Reduced |
| Wipfli Financial Advisors LLC, | 2,806 | $198.0K | 0.01% | +2,806 | New |
| Corient Capital Partners, LLC | 2,494 | $210.0K | 0.02% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,205 | $226.0K | 0.01% | −125−3.8% | Reduced |
| JPMorgan Chase & Co | 3,263 | $231.0K | 0.00% | −649−16.6% | Reduced |
| Eqis Capital Management, Inc. | 3,306 | $233.6K | 0.03% | −220−6.2% | Reduced |
| Raymond James & Associates | 3,457 | $244.0K | 0.00% | −279−7.5% | Reduced |
| UBS Group AG | 3,553 | $252.0K | 0.00% | −320−8.3% | Reduced |
| Ameriprise Financial Inc | 3,752 | $265.0K | 0.00% | −300−7.4% | Reduced |
| Citigroup Inc | 3,800 | $269.0K | 0.00% | +134+3.7% | Added |
| Quadrant Capital Group LLC | 3,886 | $275.0K | 0.04% | +26+0.7% | Added |
| DGS Capital Management, LLC | 4,016 | $283.8K | 0.19% | −385−8.7% | Reduced |
| Capricorn Fund Managers Ltd | 4,012 | $284.0K | 0.09% | +4,012 | New |
| Yousif Capital Management, LLC | 4,207 | $297.0K | 0.00% | +260+6.6% | Added |
| Creative Planning | 4,587 | $324.0K | 0.00% | +229+5.3% | Added |
| Mount Yale Investment Advisors, LLC | 4,631 | $327.0K | 0.04% | +63+1.4% | Added |
| Guggenheim Capital LLC | 4,901 | $346.0K | 0.00% | −120−2.4% | Reduced |
| Systematic Alpha Investments, LLC | 4,962 | $351.0K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 5,054 | $358.0K | 0.00% | +256+5.3% | Added |
| 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 |
| Eagle Asset Management Inc | 5,994 | $423.0K | 0.00% | −77−1.3% | Reduced |
| Signaturefd, LLC | 6,065 | $429.0K | 0.01% | −793−11.6% | Reduced |
| Whittier Trust Co | 6,214 | $439.0K | 0.01% | −24−0.4% | Reduced |
| Mariner, LLC | 6,336 | $448.0K | 0.00% | +6,336 | New |
| Lester Murray Antman dba SimplyRich | 6,572 | $464.0K | 0.21% | 00.0% | Unchanged |
| JustInvest LLC | 7,151 | $505.0K | 0.02% | −934−11.6% | Reduced |
| Royal Bank of Canada | 7,287 | $516.0K | 0.00% | −382−5.0% | Reduced |
| SEI Investments Co | 7,483 | $529.0K | 0.00% | +1,321+21.4% | Added |
| Brinker Capital Investments, LLC | 7,564 | $535.0K | 0.01% | +392+5.5% | Added |
| Strategic Global Advisors, LLC | 8,033 | $568.0K | 0.09% | +373+4.9% | Added |
| Bank of New York Mellon Corp | 8,319 | $587.0K | 0.00% | −2,544−23.4% | Reduced |
| Employees Retirement System of Texas | 8,672 | $613.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 8,961 | $633.0K | 0.05% | +8,961 | New |
| Cerity Partners LLC | 8,968 | $634.0K | 0.01% | −401−4.3% | Reduced |
| Calamos Advisors LLC | 9,083 | $642.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,110 | $714.0K | 0.00% | +2,623+35.0% | Added |
| Fifth Third Bancorp | 10,150 | $717.0K | 0.00% | +3,108+44.1% | Added |
| Natixis Advisors, L.P. | 10,401 | $735.0K | 0.00% | −18,324−63.8% | Reduced |
| Greenleaf Trust | 10,412 | $736.0K | 0.01% | −91−0.9% | Reduced |
| Jane Street Group, LLC | 10,746 | $759.0K | 0.00% | −32,978−75.4% | Reduced |
| Wetherby Asset Management Inc | 11,114 | $785.0K | 0.06% | −450−3.9% | Reduced |
| Summit Global Investments | 12,337 | $872.0K | 0.08% | −4,698−27.6% | Reduced |
| Boothbay Fund Management, LLC | 13,300 | $940.0K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 13,385 | $946.0K | 0.05% | −3,293−19.7% | Reduced |
| Dimensional Fund Advisors LP | 14,283 | $1.01M | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 15,604 | $1.10M | 0.14% | +2,814+22.0% | Added |
| Veriti Management LLC | 15,695 | $1.11M | 0.16% | −468−2.9% | Reduced |
| Naples Global Advisors, LLC | 19,513 | $1.39M | 0.19% | +278+1.4% | Added |
| Wambolt & Associates, LLC | 19,700 | $1.39M | 0.59% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 19,800 | $1.40M | 0.00% | +4,106+26.2% | Added |