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 | $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, 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 4 | $322 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 4 | $322 | 0.00% | +4 | New |
| Institutional & Family Asset Management, LLC | 7 | $601 | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $805 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $886 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $886 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $886 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 12 | $966 | 0.00% | +12 | New |
| Baystate Wealth Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 81 | $1.71K | 0.02% | +81 | New |
| Belpointe Asset Management LLC | 22 | $1.77K | 0.00% | +22 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $1.85K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 23 | $1.85K | 0.00% | +23 | New |
| Bartlett & Co. LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| Creative Financial Designs Inc | 27 | $2.17K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $2.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $2.74K | 0.00% | −14−29.2% | Reduced |
| Raffa Wealth Management, LLC | 37 | $2.98K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 44 | $3.54K | 0.00% | +44 | New |
| Financial Management Professionals, Inc. | 52 | $4.00K | 0.00% | +52 | New |
| Global Retirement Partners, LLC | 63 | $5.07K | 0.00% | −5−7.4% | Reduced |
| Column Capital Advisors, LLC | 63 | $5.07K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 74 | $5.96K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 83 | $7.00K | 0.00% | −180−68.4% | Reduced |
| Pinnacle Bancorp, Inc. | 85 | $7.00K | 0.00% | −44−34.1% | Reduced |
| RFP Financial Group LLC | 88 | $7.09K | 0.00% | +88 | New |
| Macquarie Group Ltd | 98 | $8.00K | 0.00% | +4+4.3% | Added |
| First Manhattan Co | 113 | $9.10K | 0.00% | +113 | New |
| GWM Advisors LLC | 127 | $10.2K | 0.00% | +127 | New |
| Whittier Trust Co of Nevada Inc | 137 | $11.0K | 0.00% | +137 | New |
| EverSource Wealth Advisors, LLC | 154 | $12.4K | 0.00% | −125−44.8% | Reduced |
| Farmers & Merchants Investments Inc | 201 | $16.2K | 0.00% | −14−6.5% | Reduced |
| Bessemer Group Inc | 207 | $17.0K | 0.00% | −118−36.3% | Reduced |
| Ronald Blue Trust, Inc. | 275 | $19.0K | 0.00% | −35−11.3% | Reduced |
| Boyd Watterson Asset Management LLC | 240 | $19.3K | 0.01% | +240 | New |
| Paradigm Asset Management Co LLC | 300 | $24.2K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 315 | $25.4K | 0.01% | +315 | New |
| IFP Advisors, Inc | 318 | $27.0K | 0.00% | −48−13.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 357 | $28.7K | 0.00% | −9,753−96.5% | Reduced |
| Glassman Wealth Services | 367 | $29.6K | 0.01% | +158+75.6% | Added |
| Zions Bancorporation, N.A. | 405 | $32.6K | 0.00% | −5−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 447 | $35.0K | 0.00% | −169−27.4% | Reduced |
| CWM, LLC | 489 | $39.0K | 0.00% | +176+56.2% | Added |
| Huntington National Bank | 509 | $41.0K | 0.00% | +67+15.2% | Added |
| Lindbrook Capital, LLC | 951 | $76.6K | 0.01% | −107−10.1% | Reduced |
| Heritage Wealth Management, LLC | 1,870 | $150.6K | 0.02% | +931+99.1% | Added |
| Advisors Asset Management, Inc. | 2,010 | $161.8K | 0.00% | +108+5.7% | Added |
| Advisor Group Holdings, Inc. | 2,022 | $163.6K | 0.00% | −124−5.8% | Reduced |
| Parallel Advisors, LLC | 2,043 | $164.6K | 0.01% | −286−12.3% | Reduced |
| JPMorgan Chase & Co | 2,255 | $181.0K | 0.00% | −1,008−30.9% | Reduced |
| Baldwin Brothers Inc | 2,274 | $183.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,418 | $194.7K | 0.02% | −1,468−37.8% | Reduced |
| Johnson Investment Counsel Inc | 2,485 | $200.1K | 0.00% | +2,485 | 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 |
| Financial Counselors Inc | 2,527 | $203.0K | 0.00% | +2,527 | New |
| Dorsey & Whitney Trust CO LLC | 2,684 | $216.1K | 0.02% | +2,684 | New |
| Eagle Harbor Asset Management Inc | 2,932 | $236.1K | 0.35% | +2,932 | New |
| Eqis Capital Management, Inc. | 3,240 | $260.9K | 0.03% | −66−2.0% | Reduced |
| Citigroup Inc | 3,493 | $281.3K | 0.00% | −307−8.1% | Reduced |
| Ameriprise Financial Inc | 3,602 | $290.0K | 0.00% | −150−4.0% | Reduced |
| Raymond James & Associates | 3,693 | $297.4K | 0.00% | +236+6.8% | Added |
| Sequoia Financial Advisors, LLC | 3,805 | $306.4K | 0.01% | +3,805 | New |
| Yousif Capital Management, LLC | 4,207 | $338.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 4,517 | $363.7K | 0.00% | −70−1.5% | Reduced |
| DGS Capital Management, LLC | 4,567 | $367.7K | 0.24% | +551+13.7% | Added |
| Signaturefd, LLC | 4,583 | $369.0K | 0.01% | −1,482−24.4% | Reduced |
| UBS Group AG | 4,727 | $380.6K | 0.00% | +1,174+33.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,804 | $386.8K | 0.04% | +173+3.7% | Added |
| Renaissance Technologies LLC | 4,900 | $395.0K | 0.00% | −14,900−75.3% | Reduced |
| Systematic Alpha Investments, LLC | 4,962 | $399.5K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 5,152 | $415.0K | 0.00% | +5,152 | New |
| Ativo Capital Management LLC | 5,300 | $426.8K | 0.54% | 00.0% | Unchanged |
| Comerica Bank | 5,089 | $441.0K | 0.00% | +35+0.7% | Added |
| Eagle Asset Management Inc | 5,868 | $475.0K | 0.00% | −126−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,176 | $497.3K | 0.00% | +861+16.2% | Added |
| Whittier Trust Co | 6,214 | $500.4K | 0.01% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,279 | $505.0K | 0.20% | −293−4.5% | Reduced |
| Mariner, LLC | 6,484 | $522.0K | 0.00% | +148+2.3% | Added |
| JustInvest LLC | 7,224 | $581.7K | 0.02% | +73+1.0% | Added |
| Royal Bank of Canada | 7,368 | $593.0K | 0.00% | +81+1.1% | Added |
| Quantinno Capital Management LP | 7,637 | $615.0K | 0.05% | +7,637 | New |
| SEI Investments Co | 7,960 | $641.1K | 0.00% | +477+6.4% | Added |
| Strategic Global Advisors, LLC | 8,000 | $644.2K | 0.10% | −33−0.4% | Reduced |
| Fifth Third Bancorp | 8,293 | $667.8K | 0.00% | −1,857−18.3% | Reduced |
| Brinker Capital Investments, LLC | 8,609 | $693.2K | 0.01% | +1,045+13.8% | Added |
| Employees Retirement System of Texas | 8,672 | $698.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,903 | $716.9K | 0.00% | −65−0.7% | Reduced |
| Calamos Advisors LLC | 9,083 | $731.4K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 9,234 | $743.5K | 0.05% | +273+3.0% | Added |
| Wetherby Asset Management Inc | 9,951 | $801.3K | 0.05% | −1,163−10.5% | Reduced |
| Greenleaf Trust | 10,356 | $834.0K | 0.01% | −56−0.5% | Reduced |
| Capricorn Fund Managers Ltd | 10,806 | $870.0K | 0.22% | +6,794+169.3% | Added |
| Bank of New York Mellon Corp | 12,084 | $973.0K | 0.00% | +3,765+45.3% | Added |
| XY Capital Ltd | 13,252 | $1.07M | 0.87% | +13,252 | New |
| Dimensional Fund Advisors LP | 14,283 | $1.15M | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 15,813 | $1.27M | 0.17% | +118+0.8% | Added |
| BTC Capital Management, Inc. | 16,319 | $1.31M | 0.16% | +715+4.6% | Added |