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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, 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.

Institutional holdersQ1 2023: 123 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 heldQ1 2023: $307.9M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2022.

Institutions holding IX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Pinnacle Bancorp, Inc.85$6.98K0.00%00.0%Unchanged
Belpointe Asset Management LLC83$6.81K0.00%+61+277.3%Added
Steward Partners Investment Advisory, LLC74$6.07K0.00%00.0%Unchanged
Column Capital Advisors, LLC63$5.17K0.00%00.0%Unchanged
Global Retirement Partners, LLC40$3.34K0.00%−23−36.5%Reduced
Raffa Wealth Management, LLC37$3.04K0.00%00.0%Unchanged
First Horizon Advisors, Inc.33$2.71K0.00%00.0%Unchanged
Bell Investment Advisors, Inc29$2.38K0.00%−5−14.7%Reduced
Creative Financial Designs Inc27$2.22K0.00%00.0%Unchanged
Advisory Services Network, LLC27$2.22K0.00%+4+17.4%Added
Asset Dedication, LLC20$2.00K0.00%00.0%Unchanged
Bartlett & Co. LLC23$2.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC23$1.92K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co21$1.72K0.00%+17+425.0%Added
Baker Avenue Asset Management, LP20$1.63K0.00%+20New
TD Private Client Wealth LLC11$9030.00%00.0%Unchanged
Addison Advisors LLC11$9030.00%00.0%Unchanged
Ameritas Advisory Services, LLC10$8560.00%+10New
Baystate Wealth Management LLC7$6140.00%00.0%Unchanged
Institutional & Family Asset Management, LLC7$6130.00%00.0%Unchanged
IFP Advisors, Inc5$4180.00%−313−98.4%Reduced
Farther Finance Advisors, LLC4$3280.00%00.0%Unchanged
Russell Investments Group, Ltd.4$3280.00%+4New
Jane Street Group, LLC0$00.00%−61,928−100.0%Sold out
XY Capital Ltd0$00.00%−13,252−100.0%Sold out
Eagle Asset Management Inc0$00.00%−5,868−100.0%Sold out
Millennium Management LLC0$00.00%−5,152−100.0%Sold out
Renaissance Technologies LLC0$00.00%−4,900−100.0%Sold out
Raymond James & Associates0$00.00%−3,693−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−3,240−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−447−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−315−100.0%Sold out
Bessemer Group Inc0$00.00%−207−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−137−100.0%Sold out
GWM Advisors LLC0$00.00%−127−100.0%Sold out
Money Concepts Capital Corp0$00.00%−44−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−21−100.0%Sold out
Sofos Investments, Inc.0$00.00%−81−100.0%Sold out
Comerica Securities,inc.0$00.00%−12−100.0%Sold out
Harbour Investments, Inc.0$00.00%−11−100.0%Sold out
Motco0$00.00%−10−100.0%Sold out
Comerica Bank––––Not filed
Heritage Wealth Management, LLC––––Not filed