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, Q1 2023
Institutional positions in Orix Corp as of Mar 31, 2023. 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
- 123
- −3 vs. Q4 2022
- Shares held
- 4.00M
- +205.1K (+5.4%) vs. Q4 2022
- Total value
- $307.9M
- +$2.44M (+0.8%) vs. Q4 2022
- New holders
- 15
- 44 more added
- Sold out
- 18
- 35 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,108,362 | $91.0M | 0.01% | +116,817+11.8% | Added |
| FMR LLC | 405,561 | $33.3M | 0.00% | −47,915−10.6% | Reduced |
| Wells Fargo & Company | 325,039 | $26.7M | 0.01% | +1,718+0.5% | Added |
| BlackRock Inc. | 258,975 | $21.3M | 0.00% | −13,650−5.0% | Reduced |
| Todd Asset Management LLC | 242,645 | $19.9M | 0.48% | +3,604+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 126,340 | $10.4M | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 123,645 | $10.1M | 0.00% | +2,110+1.7% | Added |
| Bank of America Corp | 90,856 | $7.46M | 0.00% | +2,416+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 81,948 | $6.73M | 0.11% | −13,031−13.7% | Reduced |
| Eagle Global Advisors LLC | 77,863 | $6.39M | 0.43% | −160−0.2% | Reduced |
| Boston Common Asset Management, LLC | 60,821 | $4.99M | 0.10% | −6,203−9.3% | Reduced |
| Envestnet Asset Management Inc | 307,037 | $4.85M | 0.00% | +222,350+262.6% | Added |
| American Century Companies Inc | 57,166 | $4.69M | 0.00% | +6,036+11.8% | Added |
| Henry James International Management, Inc. | 55,129 | $4.52M | 1.92% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 50,191 | $4.12M | 0.01% | −9,370−15.7% | Reduced |
| Goldman Sachs Group Inc | 43,562 | $3.58M | 0.00% | −513−1.2% | Reduced |
| Mercer Global Advisors Inc | 34,507 | $2.83M | 0.01% | +1,356+4.1% | Added |
| Gilman Hill Asset Management, LLC | 30,771 | $2.53M | 0.51% | +1,915+6.6% | Added |
| State Street Corp | 30,378 | $2.49M | 0.00% | −135−0.4% | Reduced |
| Natixis Advisors, L.P. | 24,060 | $1.98M | 0.01% | +6,991+41.0% | Added |
| Crossmark Global Holdings, Inc. | 20,829 | $1.71M | 0.04% | +968+4.9% | Added |
| Wambolt & Associates, LLC | 19,794 | $1.65M | 0.59% | +467+2.4% | Added |
| Naples Global Advisors, LLC | 18,563 | $1.55M | 0.19% | −750−3.9% | Reduced |
| Ritholtz Wealth Management | 17,369 | $1.43M | 0.07% | −4,609−21.0% | Reduced |
| Veriti Management LLC | 16,507 | $1.35M | 0.16% | +694+4.4% | Added |
| Assetmark, Inc | 16,443 | $1.35M | 0.01% | −1,832−10.0% | Reduced |
| Paradigm Asset Management Co LLC | 14,900 | $1.22M | 0.34% | +14,600+4,866.7% | Added |
| BTC Capital Management, Inc. | 14,982 | $1.21M | 0.14% | −1,337−8.2% | Reduced |
| Dimensional Fund Advisors LP | 14,283 | $1.17M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,172 | $1.16M | 0.00% | −10,584−42.8% | Reduced |
| Bank of New York Mellon Corp | 12,773 | $1.05M | 0.00% | +689+5.7% | Added |
| D. E. Shaw & Co., Inc. | 12,074 | $991.0K | 0.00% | −8,994−42.7% | Reduced |
| Capricorn Fund Managers Ltd | 11,377 | $933.8K | 0.29% | +571+5.3% | Added |
| Greenleaf Trust | 10,356 | $850.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,235 | $840.1K | 0.00% | +1,332+15.0% | Added |
| Advisor Partners II, LLC | 10,164 | $834.3K | 0.05% | +930+10.1% | Added |
| SEI Investments Co | 10,132 | $831.6K | 0.00% | +2,172+27.3% | Added |
| Wetherby Asset Management Inc | 9,701 | $796.3K | 0.05% | −250−2.5% | Reduced |
| Quantinno Capital Management LP | 9,411 | $772.0K | 0.05% | +1,774+23.2% | Added |
| Brinker Capital Investments, LLC | 9,083 | $745.6K | 0.01% | +474+5.5% | Added |
| Orion Portfolio Solutions, LLC | 9,083 | $745.6K | 0.01% | +9,083 | New |
| Calamos Advisors LLC | 9,083 | $745.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,573 | $703.7K | 0.00% | +280+3.4% | Added |
| JustInvest LLC | 7,858 | $645.0K | 0.02% | +634+8.8% | Added |
| Strategic Global Advisors, LLC | 7,661 | $628.8K | 0.10% | −339−4.2% | Reduced |
| Employees Retirement System of Texas | 6,882 | $565.0K | 0.01% | −1,790−20.6% | Reduced |
| Mariner, LLC | 6,665 | $547.0K | 0.00% | +181+2.8% | Added |
| Royal Bank of Canada | 6,660 | $546.0K | 0.00% | −708−9.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,568 | $539.1K | 0.06% | +1,764+36.7% | Added |
| Lester Murray Antman dba SimplyRich | 6,279 | $515.0K | 0.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,118 | $502.1K | 0.00% | −58−0.9% | Reduced |
| Ativo Capital Management LLC | 5,300 | $435.0K | 0.53% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 4,962 | $407.3K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,962 | $407.3K | 0.00% | +4,962 | New |
| DGS Capital Management, LLC | 4,673 | $383.6K | 0.21% | +106+2.3% | Added |
| Whittier Trust Co | 4,610 | $378.4K | 0.01% | −1,604−25.8% | Reduced |
| Signaturefd, LLC | 4,505 | $369.8K | 0.01% | −78−1.7% | Reduced |
| Yousif Capital Management, LLC | 4,207 | $345.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,150 | $340.6K | 0.00% | +657+18.8% | Added |
| Sequoia Financial Advisors, LLC | 3,962 | $325.2K | 0.01% | +157+4.1% | Added |
| AlphaQ Advisors LLC | 3,723 | $305.6K | 0.26% | +3,723 | New |
| Ameriprise Financial Inc | 3,653 | $299.9K | 0.00% | +51+1.4% | Added |
| Janney Montgomery Scott LLC | 3,500 | $287.0K | 0.00% | +3,500 | New |
| Vident Investment Advisory, LLC | 3,425 | $281.2K | 0.01% | +3,425 | New |
| CI Private Wealth, LLC | 3,425 | $281.1K | 0.00% | +3,425 | New |
| Creative Planning | 3,304 | $271.2K | 0.00% | −1,213−26.9% | Reduced |
| UBS Group AG | 2,861 | $234.8K | 0.00% | −1,866−39.5% | Reduced |
| RNC Capital Management LLC | 2,735 | $224.0K | 0.01% | +240+9.6% | Added |
| Dorsey & Whitney Trust CO LLC | 2,696 | $221.3K | 0.02% | +12+0.4% | Added |
| Franklin Resources Inc | 2,696 | $221.3K | 0.00% | +2,696 | New |
| Kathmere Capital Management, LLC | 2,663 | $218.6K | 0.04% | +2,663 | New |
| Advisor Group Holdings, Inc. | 2,623 | $215.7K | 0.00% | +601+29.7% | Added |
| Charles Schwab Investment Management Inc | 2,594 | $212.9K | 0.00% | +2,594 | New |
| Old National Bancorp | 2,587 | $212.3K | 0.01% | +90+3.6% | Added |
| Financial Counselors Inc | 2,527 | $207.0K | 0.00% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,512 | $206.2K | 0.28% | −420−14.3% | Reduced |
| Johnson Investment Counsel Inc | 2,485 | $204.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,407 | $197.6K | 0.02% | −11−0.5% | Reduced |
| Advisors Asset Management, Inc. | 2,272 | $186.5K | 0.00% | +262+13.0% | Added |
| Baldwin Brothers Inc | 2,227 | $182.8K | 0.02% | −47−2.1% | Reduced |
| JPMorgan Chase & Co | 2,027 | $167.0K | 0.00% | −228−10.1% | Reduced |
| Parallel Advisors, LLC | 1,923 | $157.8K | 0.01% | −120−5.9% | Reduced |
| Lindbrook Capital, LLC | 750 | $61.6K | 0.01% | −201−21.1% | Reduced |
| CWM, LLC | 643 | $53.0K | 0.00% | +154+31.5% | Added |
| Ronald Blue Trust, Inc. | 596 | $48.0K | 0.00% | +321+116.7% | Added |
| Huntington National Bank | 518 | $42.5K | 0.00% | +9+1.8% | Added |
| Financial Management Professionals, Inc. | 439 | $36.0K | 0.01% | +387+744.2% | Added |
| Aquatic Capital Management LLC | 400 | $33.0K | 0.00% | +400 | New |
| Glassman Wealth Services | 359 | $29.5K | 0.01% | −8−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 357 | $29.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 339 | $27.8K | 0.00% | −66−16.3% | Reduced |
| Boyd Watterson Asset Management LLC | 240 | $19.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 234 | $19.2K | 0.00% | +151+181.9% | Added |
| BNP Paribas Arbitrage, SA | 200 | $16.4K | 0.00% | +200 | New |
| Bokf, NA | 196 | $16.1K | 0.00% | +196 | New |
| EverSource Wealth Advisors, LLC | 180 | $14.8K | 0.00% | +26+16.9% | Added |
| Farmers & Merchants Investments Inc | 148 | $12.1K | 0.00% | −53−26.4% | Reduced |
| First Manhattan Co | 113 | $9.28K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 103 | $8.00K | 0.00% | +5+5.1% | Added |
| RFP Financial Group LLC | 88 | $7.22K | 0.01% | 00.0% | Unchanged |