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, Q4 2022
Institutional positions in Orix Corp as of Dec 31, 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
- 128
- +7 vs. Q3 2022
- Shares held
- 3.80M
- −12.9K (−0.3%) vs. Q3 2022
- Total value
- $306.0M
- +$36.5M (+13.5%) vs. Q3 2022
- New holders
- 24
- 34 more added
- Sold out
- 17
- 45 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 991,545 | $79.8M | 0.01% | +21,745+2.2% | Added |
| FMR LLC | 453,476 | $36.5M | 0.00% | +25,556+6.0% | Added |
| Wells Fargo & Company | 323,321 | $26.0M | 0.01% | −6,086−1.8% | Reduced |
| BlackRock Inc. | 272,625 | $22.0M | 0.00% | −69,040−20.2% | Reduced |
| Todd Asset Management LLC | 239,041 | $19.2M | 0.47% | +1,982+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 126,340 | $10.2M | 0.11% | 00.0% | Unchanged |
| Northern Trust Corp | 121,535 | $9.79M | 0.00% | −5,025−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 94,979 | $7.65M | 0.12% | +5,029+5.6% | Added |
| Bank of America Corp | 88,440 | $7.12M | 0.00% | −14,692−14.2% | Reduced |
| Envestnet Asset Management Inc | 84,687 | $6.82M | 0.00% | −9,353−9.9% | Reduced |
| Eagle Global Advisors LLC | 78,023 | $6.28M | 0.43% | +40+0.1% | Added |
| Boston Common Asset Management, LLC | 67,024 | $5.40M | 0.26% | −7,125−9.6% | Reduced |
| Jane Street Group, LLC | 61,928 | $4.99M | 0.01% | +51,182+476.3% | Added |
| Arrowstreet Capital, Limited Partnership | 59,561 | $4.80M | 0.01% | −18,946−24.1% | Reduced |
| Henry James International Management, Inc. | 55,129 | $4.44M | 2.14% | 00.0% | Unchanged |
| American Century Companies Inc | 51,130 | $4.12M | 0.00% | +16,770+48.8% | Added |
| Goldman Sachs Group Inc | 44,075 | $3.55M | 0.00% | +4,419+11.1% | Added |
| Mercer Global Advisors Inc | 33,151 | $2.67M | 0.01% | −1,390−4.0% | Reduced |
| State Street Corp | 30,513 | $2.46M | 0.00% | +3,768+14.1% | Added |
| Gilman Hill Asset Management, LLC | 28,856 | $2.32M | 0.48% | −269−0.9% | Reduced |
| US Bancorp | 24,756 | $1.99M | 0.00% | −17,740−41.7% | Reduced |
| Ritholtz Wealth Management | 21,978 | $1.77M | 0.10% | +8,593+64.2% | Added |
| D. E. Shaw & Co., Inc. | 21,068 | $1.70M | 0.00% | +1,058+5.3% | Added |
| Crossmark Global Holdings, Inc. | 19,861 | $1.60M | 0.04% | −2,084−9.5% | Reduced |
| Wambolt & Associates, LLC | 19,327 | $1.56M | 0.60% | −373−1.9% | Reduced |
| Naples Global Advisors, LLC | 19,313 | $1.56M | 0.20% | −200−1.0% | Reduced |
| Assetmark, Inc | 18,275 | $1.47M | 0.01% | −1,805−9.0% | Reduced |
| Natixis Advisors, L.P. | 17,069 | $1.37M | 0.01% | +6,668+64.1% | Added |
| BTC Capital Management, Inc. | 16,319 | $1.31M | 0.16% | +715+4.6% | Added |
| Veriti Management LLC | 15,813 | $1.27M | 0.17% | +118+0.8% | Added |
| Dimensional Fund Advisors LP | 14,283 | $1.15M | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 13,252 | $1.07M | 0.87% | +13,252 | New |
| Bank of New York Mellon Corp | 12,084 | $973.0K | 0.00% | +3,765+45.3% | Added |
| Capricorn Fund Managers Ltd | 10,806 | $870.0K | 0.22% | +6,794+169.3% | Added |
| Greenleaf Trust | 10,356 | $834.0K | 0.01% | −56−0.5% | Reduced |
| Wetherby Asset Management Inc | 9,951 | $801.3K | 0.05% | −1,163−10.5% | Reduced |
| Advisor Partners II, LLC | 9,234 | $743.5K | 0.05% | +273+3.0% | Added |
| Calamos Advisors LLC | 9,083 | $731.4K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,903 | $716.9K | 0.00% | −65−0.7% | Reduced |
| Employees Retirement System of Texas | 8,672 | $698.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,609 | $693.2K | 0.01% | +1,045+13.8% | Added |
| Fifth Third Bancorp | 8,293 | $667.8K | 0.00% | −1,857−18.3% | Reduced |
| Strategic Global Advisors, LLC | 8,000 | $644.2K | 0.10% | −33−0.4% | Reduced |
| SEI Investments Co | 7,960 | $641.1K | 0.00% | +477+6.4% | Added |
| Quantinno Capital Management LP | 7,637 | $615.0K | 0.05% | +7,637 | New |
| Royal Bank of Canada | 7,368 | $593.0K | 0.00% | +81+1.1% | Added |
| JustInvest LLC | 7,224 | $581.7K | 0.02% | +73+1.0% | Added |
| Mariner, LLC | 6,484 | $522.0K | 0.00% | +148+2.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,279 | $505.0K | 0.20% | −293−4.5% | Reduced |
| Whittier Trust Co | 6,214 | $500.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,176 | $497.3K | 0.00% | +861+16.2% | Added |
| Eagle Asset Management Inc | 5,868 | $475.0K | 0.00% | −126−2.1% | Reduced |
| Comerica Bank | 5,089 | $441.0K | 0.00% | +35+0.7% | Added |
| Ativo Capital Management LLC | 5,300 | $426.8K | 0.54% | 00.0% | Unchanged |
| Millennium Management LLC | 5,152 | $415.0K | 0.00% | +5,152 | New |
| Systematic Alpha Investments, LLC | 4,962 | $399.5K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 4,900 | $395.0K | 0.00% | −14,900−75.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,804 | $386.8K | 0.04% | +173+3.7% | Added |
| UBS Group AG | 4,727 | $380.6K | 0.00% | +1,174+33.0% | Added |
| Signaturefd, LLC | 4,583 | $369.0K | 0.01% | −1,482−24.4% | Reduced |
| DGS Capital Management, LLC | 4,567 | $367.7K | 0.24% | +551+13.7% | Added |
| Creative Planning | 4,517 | $363.7K | 0.00% | −70−1.5% | Reduced |
| Yousif Capital Management, LLC | 4,207 | $338.7K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,805 | $306.4K | 0.01% | +3,805 | New |
| Raymond James & Associates | 3,693 | $297.4K | 0.00% | +236+6.8% | Added |
| Ameriprise Financial Inc | 3,602 | $290.0K | 0.00% | −150−4.0% | Reduced |
| Citigroup Inc | 3,493 | $281.3K | 0.00% | −307−8.1% | Reduced |
| Eqis Capital Management, Inc. | 3,240 | $260.9K | 0.03% | −66−2.0% | Reduced |
| Eagle Harbor Asset Management Inc | 2,932 | $236.1K | 0.35% | +2,932 | New |
| Dorsey & Whitney Trust CO LLC | 2,684 | $216.1K | 0.02% | +2,684 | New |
| Financial Counselors Inc | 2,527 | $203.0K | 0.00% | +2,527 | New |
| RNC Capital Management LLC | 2,495 | $201.0K | 0.01% | −710−22.2% | Reduced |
| Old National Bancorp | 2,497 | $201.0K | 0.01% | +2,497 | New |
| Johnson Investment Counsel Inc | 2,485 | $200.1K | 0.00% | +2,485 | New |
| Quadrant Capital Group LLC | 2,418 | $194.7K | 0.02% | −1,468−37.8% | Reduced |
| Baldwin Brothers Inc | 2,274 | $183.1K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,255 | $181.0K | 0.00% | −1,008−30.9% | Reduced |
| Parallel Advisors, LLC | 2,043 | $164.6K | 0.01% | −286−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,022 | $163.6K | 0.00% | −124−5.8% | Reduced |
| Advisors Asset Management, Inc. | 2,010 | $161.8K | 0.00% | +108+5.7% | Added |
| Heritage Wealth Management, LLC | 1,870 | $150.6K | 0.02% | +931+99.1% | Added |
| Lindbrook Capital, LLC | 951 | $76.6K | 0.01% | −107−10.1% | Reduced |
| Huntington National Bank | 509 | $41.0K | 0.00% | +67+15.2% | Added |
| CWM, LLC | 489 | $39.0K | 0.00% | +176+56.2% | Added |
| Rockefeller Capital Management L.P. | 447 | $35.0K | 0.00% | −169−27.4% | Reduced |
| Zions Bancorporation, N.A. | 405 | $32.6K | 0.00% | −5−1.2% | Reduced |
| Glassman Wealth Services | 367 | $29.6K | 0.01% | +158+75.6% | Added |
| Allspring Global Investments Holdings, LLC | 357 | $28.7K | 0.00% | −9,753−96.5% | Reduced |
| IFP Advisors, Inc | 318 | $27.0K | 0.00% | −48−13.1% | Reduced |
| One Wealth Advisors, LLC | 315 | $25.4K | 0.01% | +315 | New |
| Paradigm Asset Management Co LLC | 300 | $24.2K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 240 | $19.3K | 0.01% | +240 | New |
| Ronald Blue Trust, Inc. | 275 | $19.0K | 0.00% | −35−11.3% | Reduced |
| Bessemer Group Inc | 207 | $17.0K | 0.00% | −118−36.3% | Reduced |
| Farmers & Merchants Investments Inc | 201 | $16.2K | 0.00% | −14−6.5% | Reduced |
| EverSource Wealth Advisors, LLC | 154 | $12.4K | 0.00% | −125−44.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 137 | $11.0K | 0.00% | +137 | New |
| GWM Advisors LLC | 127 | $10.2K | 0.00% | +127 | New |
| First Manhattan Co | 113 | $9.10K | 0.00% | +113 | New |
| Macquarie Group Ltd | 98 | $8.00K | 0.00% | +4+4.3% | Added |