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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 20,010 | $1.41M | 0.00% | +912+4.8% | Added |
| Assetmark, Inc | 20,080 | $1.42M | 0.01% | +1,774+9.7% | Added |
| Crossmark Global Holdings, Inc. | 21,945 | $1.55M | 0.04% | +1,233+6.0% | Added |
| State Street Corp | 26,745 | $1.89M | 0.00% | −70.0% | Reduced |
| Gilman Hill Asset Management, LLC | 29,125 | $2.06M | 0.48% | −1,381−4.5% | Reduced |
| American Century Companies Inc | 34,360 | $2.43M | 0.00% | +7,850+29.6% | Added |
| Mercer Global Advisors Inc | 34,541 | $2.44M | 0.01% | −405−1.2% | Reduced |
| Goldman Sachs Group Inc | 39,656 | $2.80M | 0.00% | −6,462−14.0% | Reduced |
| US Bancorp | 42,496 | $3.00M | 0.01% | −9,377−18.1% | Reduced |
| Henry James International Management, Inc. | 55,129 | $3.90M | 2.17% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 74,149 | $5.24M | 0.27% | +1,617+2.2% | Added |
| Eagle Global Advisors LLC | 77,983 | $5.51M | 0.41% | −1,107−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 78,507 | $5.55M | 0.01% | +16,886+27.4% | Added |
| O'Shaughnessy Asset Management, LLC | 89,950 | $6.36M | 0.12% | −10,805−10.7% | Reduced |
| Envestnet Asset Management Inc | 94,040 | $6.65M | 0.00% | −798−0.8% | Reduced |
| Bank of America Corp | 103,132 | $7.29M | 0.00% | +460.0% | Added |
| Teachers Retirement System of the State of Kentucky | 126,340 | $8.93M | 0.10% | +126,340 | New |
| Northern Trust Corp | 126,560 | $8.94M | 0.00% | −3,969−3.0% | Reduced |
| Todd Asset Management LLC | 237,059 | $16.8M | 0.47% | −69,944−22.8% | Reduced |
| Wells Fargo & Company | 329,407 | $23.3M | 0.01% | +83,422+33.9% | Added |
| BlackRock Inc. | 341,665 | $24.1M | 0.00% | −27,985−7.6% | Reduced |
| FMR LLC | 427,920 | $30.2M | 0.00% | −13,066−3.0% | Reduced |
| Morgan Stanley | 969,800 | $68.5M | 0.01% | −68,400−6.6% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,384−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −4,320−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,326−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −3,423−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Altium Wealth Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Enterprise Trust & Investment Co | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |