Orix Corp

Exchange: NYSE
Industry: Miscellaneous Business Credit Institution
SEC CIK: 0001070304

SEC filings (opens in a new tab)

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

Q4 2022 vs. Q3 2022

How the institutions holding Orix Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of IX: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	123	2	128	+7
Shares	3.82M	5.30K	3.80M	−12.9K (−0.3%)
Value	$269.9M	$408.0K	$306.0M	+$36.5M (+13.5%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held Orix Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to IX in Q4 2022
Institution	Shares	Value	% of portfolio
XY Capital Ltd	13,252	$1.07M	0.87%
Quantinno Capital Management LP	7,637	$615.0K	0.05%
Millennium Management LLC	5,152	$415.0K	0.00%
Sequoia Financial Advisors, LLC	3,805	$306.4K	0.01%
Eagle Harbor Asset Management Inc	2,932	$236.1K	0.35%
Dorsey & Whitney Trust CO LLC	2,684	$216.1K	0.02%
Financial Counselors Inc	2,527	$203.0K	0.00%
Old National Bancorp	2,497	$201.0K	0.01%
Johnson Investment Counsel Inc	2,485	$200.1K	0.00%
One Wealth Advisors, LLC	315	$25.4K	0.01%
Boyd Watterson Asset Management LLC	240	$19.3K	0.01%
Whittier Trust Co of Nevada Inc	137	$11.0K	0.00%
GWM Advisors LLC	127	$10.2K	0.00%
First Manhattan Co	113	$9.10K	0.00%
RFP Financial Group LLC	88	$7.09K	0.00%
Financial Management Professionals, Inc.	52	$4.00K	0.00%
Money Concepts Capital Corp	44	$3.54K	0.00%
Benjamin F. Edwards & Company, Inc.	21	$2.00K	0.00%
Advisory Services Network, LLC	23	$1.85K	0.00%
Belpointe Asset Management LLC	22	$1.77K	0.00%
Sofos Investments, Inc.	81	$1.71K	0.02%
Comerica Securities,inc.	12	$966	0.00%
Northwestern Mutual Wealth Management Co	4	$322	0.00%
Farther Finance Advisors, LLC	4	$322	0.00%

Sold out (17)

Institutions that held Orix Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of IX in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Boothbay Fund Management, LLC	13,300	$940.0K
Summit Global Investments	12,337	$872.0K
Guggenheim Capital LLC	4,901	$346.0K
Tower Research Capital LLC (TRC)	663	$47.0K
Channing Global Advisors, LLC	534	$38.0K
Aquatic Capital Management LLC	400	$28.0K
Standard Family Office LLC	222	$16.0K
Arlington Partners LLC	132	$9.00K
Brown Brothers Harriman & Co	108	$8.00K
BNP Paribas Arbitrage, SA	101	$7.14K
Evoke Wealth, LLC	68	$5.00K
Pinnacle Financial Partners Inc	45	$3.00K
American National Bank	38	$3.00K
Allworth Financial LP	37	$3.00K
Community Bank, N.A.	42	$3.00K
Core Alternative Capital	41	$3.00K
AdvisorNet Financial, Inc	33	$2.00K

Not filed for Q4 2022 yet (2)

Institutions that held Orix Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Corient Capital Partners, LLC	2,494	$210.0K
Wipfli Financial Advisors LLC,	2,806	$198.0K