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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4 | $328 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4 | $328 | 0.00% | +4 | New |
| IFP Advisors, Inc | 5 | $418 | 0.00% | −313−98.4% | Reduced |
| Institutional & Family Asset Management, LLC | 7 | $613 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $614 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10 | $856 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 11 | $903 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $903 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 20 | $1.63K | 0.00% | +20 | New |
| Northwestern Mutual Wealth Management Co | 21 | $1.72K | 0.00% | +17+425.0% | Added |
| Bartlett & Co. Wealth Management LLC | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $2.22K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 27 | $2.22K | 0.00% | +4+17.4% | Added |
| Bell Investment Advisors, Inc | 29 | $2.38K | 0.00% | −5−14.7% | Reduced |
| First Horizon Advisors, Inc. | 33 | $2.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $3.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $3.34K | 0.00% | −23−36.5% | Reduced |
| Column Capital Advisors, LLC | 63 | $5.17K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 74 | $6.07K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 83 | $6.81K | 0.00% | +61+277.3% | Added |
| Pinnacle Bancorp, Inc. | 85 | $6.98K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 88 | $7.22K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 103 | $8.00K | 0.00% | +5+5.1% | Added |
| First Manhattan Co | 113 | $9.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 148 | $12.1K | 0.00% | −53−26.4% | Reduced |
| EverSource Wealth Advisors, LLC | 180 | $14.8K | 0.00% | +26+16.9% | Added |
| Bokf, NA | 196 | $16.1K | 0.00% | +196 | New |
| BNP Paribas Arbitrage, SA | 200 | $16.4K | 0.00% | +200 | New |
| Umb Bank N A | 234 | $19.2K | 0.00% | +151+181.9% | Added |
| Boyd Watterson Asset Management LLC | 240 | $19.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 339 | $27.8K | 0.00% | −66−16.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 357 | $29.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 359 | $29.5K | 0.01% | −8−2.2% | Reduced |
| Aquatic Capital Management LLC | 400 | $33.0K | 0.00% | +400 | New |
| Financial Management Professionals, Inc. | 439 | $36.0K | 0.01% | +387+744.2% | Added |
| Huntington National Bank | 518 | $42.5K | 0.00% | +9+1.8% | Added |
| Ronald Blue Trust, Inc. | 596 | $48.0K | 0.00% | +321+116.7% | Added |
| CWM, LLC | 643 | $53.0K | 0.00% | +154+31.5% | Added |
| Lindbrook Capital, LLC | 750 | $61.6K | 0.01% | −201−21.1% | Reduced |
| Parallel Advisors, LLC | 1,923 | $157.8K | 0.01% | −120−5.9% | Reduced |
| JPMorgan Chase & Co | 2,027 | $167.0K | 0.00% | −228−10.1% | Reduced |
| Baldwin Brothers Inc | 2,227 | $182.8K | 0.02% | −47−2.1% | Reduced |
| Advisors Asset Management, Inc. | 2,272 | $186.5K | 0.00% | +262+13.0% | Added |
| Quadrant Capital Group LLC | 2,407 | $197.6K | 0.02% | −11−0.5% | Reduced |
| Johnson Investment Counsel Inc | 2,485 | $204.0K | 0.00% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,512 | $206.2K | 0.28% | −420−14.3% | Reduced |
| Financial Counselors Inc | 2,527 | $207.0K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 2,587 | $212.3K | 0.01% | +90+3.6% | Added |
| Charles Schwab Investment Management Inc | 2,594 | $212.9K | 0.00% | +2,594 | New |
| Advisor Group Holdings, Inc. | 2,623 | $215.7K | 0.00% | +601+29.7% | Added |
| Kathmere Capital Management, LLC | 2,663 | $218.6K | 0.04% | +2,663 | New |
| Franklin Resources Inc | 2,696 | $221.3K | 0.00% | +2,696 | New |
| Dorsey & Whitney Trust CO LLC | 2,696 | $221.3K | 0.02% | +12+0.4% | Added |
| RNC Capital Management LLC | 2,735 | $224.0K | 0.01% | +240+9.6% | Added |
| UBS Group AG | 2,861 | $234.8K | 0.00% | −1,866−39.5% | Reduced |
| Creative Planning | 3,304 | $271.2K | 0.00% | −1,213−26.9% | Reduced |
| CI Private Wealth, LLC | 3,425 | $281.1K | 0.00% | +3,425 | New |
| Vident Investment Advisory, LLC | 3,425 | $281.2K | 0.01% | +3,425 | New |
| Janney Montgomery Scott LLC | 3,500 | $287.0K | 0.00% | +3,500 | New |
| Ameriprise Financial Inc | 3,653 | $299.9K | 0.00% | +51+1.4% | Added |
| AlphaQ Advisors LLC | 3,723 | $305.6K | 0.26% | +3,723 | New |
| Sequoia Financial Advisors, LLC | 3,962 | $325.2K | 0.01% | +157+4.1% | Added |
| Citigroup Inc | 4,150 | $340.6K | 0.00% | +657+18.8% | Added |
| Yousif Capital Management, LLC | 4,207 | $345.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,505 | $369.8K | 0.01% | −78−1.7% | Reduced |
| Whittier Trust Co | 4,610 | $378.4K | 0.01% | −1,604−25.8% | Reduced |
| DGS Capital Management, LLC | 4,673 | $383.6K | 0.21% | +106+2.3% | Added |
| 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 |
| Ativo Capital Management LLC | 5,300 | $435.0K | 0.53% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,118 | $502.1K | 0.00% | −58−0.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,279 | $515.0K | 0.19% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,568 | $539.1K | 0.06% | +1,764+36.7% | Added |
| Royal Bank of Canada | 6,660 | $546.0K | 0.00% | −708−9.6% | Reduced |
| Mariner, LLC | 6,665 | $547.0K | 0.00% | +181+2.8% | Added |
| Employees Retirement System of Texas | 6,882 | $565.0K | 0.01% | −1,790−20.6% | Reduced |
| Strategic Global Advisors, LLC | 7,661 | $628.8K | 0.10% | −339−4.2% | Reduced |
| JustInvest LLC | 7,858 | $645.0K | 0.02% | +634+8.8% | Added |
| Fifth Third Bancorp | 8,573 | $703.7K | 0.00% | +280+3.4% | Added |
| Calamos Advisors LLC | 9,083 | $745.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quantinno Capital Management LP | 9,411 | $772.0K | 0.05% | +1,774+23.2% | Added |
| Wetherby Asset Management Inc | 9,701 | $796.3K | 0.05% | −250−2.5% | Reduced |
| SEI Investments Co | 10,132 | $831.6K | 0.00% | +2,172+27.3% | Added |
| Advisor Partners II, LLC | 10,164 | $834.3K | 0.05% | +930+10.1% | Added |
| Cerity Partners LLC | 10,235 | $840.1K | 0.00% | +1,332+15.0% | Added |
| Greenleaf Trust | 10,356 | $850.0K | 0.01% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 11,377 | $933.8K | 0.29% | +571+5.3% | Added |
| D. E. Shaw & Co., Inc. | 12,074 | $991.0K | 0.00% | −8,994−42.7% | Reduced |
| Bank of New York Mellon Corp | 12,773 | $1.05M | 0.00% | +689+5.7% | Added |
| US Bancorp | 14,172 | $1.16M | 0.00% | −10,584−42.8% | Reduced |
| Dimensional Fund Advisors LP | 14,283 | $1.17M | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 14,982 | $1.21M | 0.14% | −1,337−8.2% | Reduced |
| Paradigm Asset Management Co LLC | 14,900 | $1.22M | 0.34% | +14,600+4,866.7% | Added |
| Assetmark, Inc | 16,443 | $1.35M | 0.01% | −1,832−10.0% | Reduced |
| Veriti Management LLC | 16,507 | $1.35M | 0.16% | +694+4.4% | Added |
| Ritholtz Wealth Management | 17,369 | $1.43M | 0.07% | −4,609−21.0% | Reduced |