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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.

Institutional holdersQ4 2022: 128 institutions
Q1 2021: 126 institutionsQ2 2021: 121 institutionsQ3 2021: 135 institutionsQ4 2021: 148 institutionsQ1 2022: 143 institutionsQ2 2022: 139 institutionsQ3 2022: 123 institutionsQ4 2022: 128 institutionsQ1 2023: 123 institutionsQ2 2023: 130 institutionsQ3 2023: 136 institutionsQ4 2023: 152 institutionsQ1 2024: 160 institutionsQ2 2024: 172 institutionsQ3 2024: 175 institutionsQ4 2024: 190 institutionsQ1 2025: 191 institutionsQ2 2025: 209 institutionsQ3 2025: 217 institutionsQ4 2025: 241 institutionsQ1 2026: 283 institutionsQ2 2026: 319 institutions
Value heldQ4 2022: $306.0M
Q1 2021: $329.0MQ2 2021: $331.3MQ3 2021: $364.8MQ4 2021: $421.0MQ1 2022: $400.3MQ2 2022: $327.8MQ3 2022: $269.9MQ4 2022: $306.0MQ1 2023: $307.9MQ2 2023: $374.7MQ3 2023: $396.5MQ4 2023: $395.3MQ1 2024: $480.3MQ2 2024: $499.6MQ3 2024: $519.7MQ4 2024: $511.8MQ1 2025: $518.0MQ2 2025: $571.7MQ3 2025: $662.3MQ4 2025: $784.0MQ1 2026: $1.02BQ2 2026: $1.42B
Institutions holding IX and their total value by quarter
QuarterHoldersValue
Q2 2026319$1.42B
Q1 2026283$1.02B
Q4 2025241$784.0M
Q3 2025217$662.3M
Q2 2025209$571.7M
Q1 2025191$518.0M
Q4 2024190$511.8M
Q3 2024175$519.7M
Q2 2024172$499.6M
Q1 2024160$480.3M
Q4 2023152$395.3M
Q3 2023136$396.5M
Q2 2023130$374.7M
Q1 2023123$307.9M
Q4 2022128$306.0M
Q3 2022123$269.9M
Q2 2022139$327.8M
Q1 2022143$400.3M
Q4 2021148$421.0M
Q3 2021135$364.8M
Q2 2021121$331.3M
Q1 2021126$329.0M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2022.

Institutions holding IX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
RFP Financial Group LLC88$7.09K0.00%+88New
Umb Bank N A83$7.00K0.00%−180−68.4%Reduced
Pinnacle Bancorp, Inc.85$7.00K0.00%−44−34.1%Reduced
Steward Partners Investment Advisory, LLC74$5.96K0.00%00.0%Unchanged
Global Retirement Partners, LLC63$5.07K0.00%−5−7.4%Reduced
Column Capital Advisors, LLC63$5.07K0.00%00.0%Unchanged
Financial Management Professionals, Inc.52$4.00K0.00%+52New
Money Concepts Capital Corp44$3.54K0.00%+44New
Raffa Wealth Management, LLC37$2.98K0.00%00.0%Unchanged
Bell Investment Advisors, Inc34$2.74K0.00%−14−29.2%Reduced
First Horizon Advisors, Inc.33$2.66K0.00%00.0%Unchanged
Creative Financial Designs Inc27$2.17K0.00%00.0%Unchanged
Bartlett & Co. LLC23$2.00K0.00%00.0%Unchanged
Asset Dedication, LLC20$2.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.21$2.00K0.00%+21New
Bartlett & Co. Wealth Management LLC23$1.85K0.00%00.0%Unchanged
Advisory Services Network, LLC23$1.85K0.00%+23New
Belpointe Asset Management LLC22$1.77K0.00%+22New
Sofos Investments, Inc.81$1.71K0.02%+81New
Baystate Wealth Management LLC7$1.00K0.00%00.0%Unchanged
Comerica Securities,inc.12$9660.00%+12New
Harbour Investments, Inc.11$8860.00%00.0%Unchanged
Addison Advisors LLC11$8860.00%00.0%Unchanged
TD Private Client Wealth LLC11$8860.00%00.0%Unchanged
Motco10$8050.00%00.0%Unchanged
Institutional & Family Asset Management, LLC7$6010.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co4$3220.00%+4New
Farther Finance Advisors, LLC4$3220.00%+4New
Boothbay Fund Management, LLC0$00.00%−13,300−100.0%Sold out
Summit Global Investments0$00.00%−12,337−100.0%Sold out
Guggenheim Capital LLC0$00.00%−4,901−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−663−100.0%Sold out
Channing Global Advisors, LLC0$00.00%−534−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−400−100.0%Sold out
Standard Family Office LLC0$00.00%−222−100.0%Sold out
Arlington Partners LLC0$00.00%−132−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−108−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−101−100.0%Sold out
Evoke Wealth, LLC0$00.00%−68−100.0%Sold out
Pinnacle Financial Partners Inc0$00.00%−45−100.0%Sold out
American National Bank0$00.00%−38−100.0%Sold out
Allworth Financial LP0$00.00%−37−100.0%Sold out
Community Bank, N.A.0$00.00%−42−100.0%Sold out
Core Alternative Capital0$00.00%−41−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−33−100.0%Sold out
Corient Capital Partners, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed