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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 17,069 | $1.37M | 0.01% | +6,668+64.1% | Added |
| Assetmark, Inc | 18,275 | $1.47M | 0.01% | −1,805−9.0% | Reduced |
| Naples Global Advisors, LLC | 19,313 | $1.56M | 0.20% | −200−1.0% | Reduced |
| Wambolt & Associates, LLC | 19,327 | $1.56M | 0.60% | −373−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 19,861 | $1.60M | 0.04% | −2,084−9.5% | Reduced |
| D. E. Shaw & Co., Inc. | 21,068 | $1.70M | 0.00% | +1,058+5.3% | Added |
| Ritholtz Wealth Management | 21,978 | $1.77M | 0.10% | +8,593+64.2% | Added |
| US Bancorp | 24,756 | $1.99M | 0.00% | −17,740−41.7% | Reduced |
| Gilman Hill Asset Management, LLC | 28,856 | $2.32M | 0.48% | −269−0.9% | Reduced |
| State Street Corp | 30,513 | $2.46M | 0.00% | +3,768+14.1% | Added |
| Mercer Global Advisors Inc | 33,151 | $2.67M | 0.01% | −1,390−4.0% | Reduced |
| Goldman Sachs Group Inc | 44,075 | $3.55M | 0.00% | +4,419+11.1% | Added |
| American Century Companies Inc | 51,130 | $4.12M | 0.00% | +16,770+48.8% | Added |
| Henry James International Management, Inc. | 55,129 | $4.44M | 2.14% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 59,561 | $4.80M | 0.01% | −18,946−24.1% | Reduced |
| Jane Street Group, LLC | 61,928 | $4.99M | 0.01% | +51,182+476.3% | Added |
| Boston Common Asset Management, LLC | 67,024 | $5.40M | 0.26% | −7,125−9.6% | Reduced |
| Eagle Global Advisors LLC | 78,023 | $6.28M | 0.43% | +40+0.1% | Added |
| Envestnet Asset Management Inc | 84,687 | $6.82M | 0.00% | −9,353−9.9% | Reduced |
| Bank of America Corp | 88,440 | $7.12M | 0.00% | −14,692−14.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 94,979 | $7.65M | 0.12% | +5,029+5.6% | Added |
| Northern Trust Corp | 121,535 | $9.79M | 0.00% | −5,025−4.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 126,340 | $10.2M | 0.11% | 00.0% | Unchanged |
| Todd Asset Management LLC | 239,041 | $19.2M | 0.47% | +1,982+0.8% | Added |
| BlackRock Inc. | 272,625 | $22.0M | 0.00% | −69,040−20.2% | Reduced |
| Wells Fargo & Company | 323,321 | $26.0M | 0.01% | −6,086−1.8% | Reduced |
| FMR LLC | 453,476 | $36.5M | 0.00% | +25,556+6.0% | Added |
| Morgan Stanley | 991,545 | $79.8M | 0.01% | +21,745+2.2% | Added |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −12,337−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,901−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Channing Global Advisors, LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |