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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 18,563 | $1.55M | 0.19% | −750−3.9% | Reduced |
| Wambolt & Associates, LLC | 19,794 | $1.65M | 0.59% | +467+2.4% | Added |
| Crossmark Global Holdings, Inc. | 20,829 | $1.71M | 0.04% | +968+4.9% | Added |
| Natixis Advisors, L.P. | 24,060 | $1.98M | 0.01% | +6,991+41.0% | Added |
| State Street Corp | 30,378 | $2.49M | 0.00% | −135−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 30,771 | $2.53M | 0.51% | +1,915+6.6% | Added |
| Mercer Global Advisors Inc | 34,507 | $2.83M | 0.01% | +1,356+4.1% | Added |
| Goldman Sachs Group Inc | 43,562 | $3.58M | 0.00% | −513−1.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 50,191 | $4.12M | 0.01% | −9,370−15.7% | Reduced |
| Henry James International Management, Inc. | 55,129 | $4.52M | 1.92% | 00.0% | Unchanged |
| American Century Companies Inc | 57,166 | $4.69M | 0.00% | +6,036+11.8% | Added |
| Envestnet Asset Management Inc | 307,037 | $4.85M | 0.00% | +222,350+262.6% | Added |
| Boston Common Asset Management, LLC | 60,821 | $4.99M | 0.10% | −6,203−9.3% | Reduced |
| Eagle Global Advisors LLC | 77,863 | $6.39M | 0.43% | −160−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 81,948 | $6.73M | 0.11% | −13,031−13.7% | Reduced |
| Bank of America Corp | 90,856 | $7.46M | 0.00% | +2,416+2.7% | Added |
| Northern Trust Corp | 123,645 | $10.1M | 0.00% | +2,110+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 126,340 | $10.4M | 0.10% | 00.0% | Unchanged |
| Todd Asset Management LLC | 242,645 | $19.9M | 0.48% | +3,604+1.5% | Added |
| BlackRock Inc. | 258,975 | $21.3M | 0.00% | −13,650−5.0% | Reduced |
| Wells Fargo & Company | 325,039 | $26.7M | 0.01% | +1,718+0.5% | Added |
| FMR LLC | 405,561 | $33.3M | 0.00% | −47,915−10.6% | Reduced |
| Morgan Stanley | 1,108,362 | $91.0M | 0.01% | +116,817+11.8% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −61,928−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −13,252−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −5,868−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |