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, Q2 2023
Institutional positions in Orix Corp as of Jun 30, 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
- 130
- +7 vs. Q1 2023
- Shares held
- 4.11M
- +108.8K (+2.7%) vs. Q1 2023
- Total value
- $374.7M
- +$66.8M (+21.7%) vs. Q1 2023
- New holders
- 18
- 52 more added
- Sold out
- 11
- 34 more reduced
Compare with Q1 2023: 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 | $785.0M |
| Q3 2025 | 217 | $666.7M |
| Q2 2025 | 209 | $573.1M |
| Q1 2025 | 191 | $519.3M |
| Q4 2024 | 190 | $511.8M |
| Q3 2024 | 175 | $520.6M |
| Q2 2024 | 172 | $681.2M |
| Q1 2024 | 160 | $703.9M |
| Q4 2023 | 152 | $487.9M |
| Q3 2023 | 136 | $396.5M |
| Q2 2023 | 130 | $374.7M |
| Q1 2023 | 123 | $341.1M |
| Q4 2022 | 129 | $306.4M |
| Q3 2022 | 124 | $270.2M |
| Q2 2022 | 139 | $327.8M |
| Q1 2022 | 143 | $402.6M |
| Q4 2021 | 148 | $421.0M |
| Q3 2021 | 135 | $364.8M |
| Q2 2021 | 121 | $331.3M |
| Q1 2021 | 126 | $329.0M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,141,189 | $104.1M | 0.01% | +32,827+3.0% | Added |
| FMR LLC | 421,429 | $38.4M | 0.00% | +15,868+3.9% | Added |
| Wells Fargo & Company | 324,398 | $29.6M | 0.01% | −641−0.2% | Reduced |
| Todd Asset Management LLC | 288,836 | $26.3M | 0.61% | +46,191+19.0% | Added |
| Bank of America Corp | 275,624 | $25.1M | 0.00% | +184,768+203.4% | Added |
| BlackRock Inc. | 244,010 | $22.3M | 0.00% | −14,965−5.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 149,340 | $13.6M | 0.13% | +23,000+18.2% | Added |
| Northern Trust Corp | 129,652 | $11.8M | 0.00% | +6,007+4.9% | Added |
| O'Shaughnessy Asset Management, LLC | 84,826 | $7.74M | 0.11% | +2,878+3.5% | Added |
| Eagle Global Advisors LLC | 76,479 | $6.98M | 0.46% | −1,384−1.8% | Reduced |
| American Century Companies Inc | 64,710 | $5.90M | 0.00% | +7,544+13.2% | Added |
| Boston Common Asset Management, LLC | 62,167 | $5.67M | 0.12% | +1,346+2.2% | Added |
| Envestnet Asset Management Inc | 61,994 | $5.65M | 0.00% | −245,043−79.8% | Reduced |
| Henry James International Management, Inc. | 58,958 | $5.38M | 2.33% | +3,829+6.9% | Added |
| Arrowstreet Capital, Limited Partnership | 45,333 | $4.13M | 0.01% | −4,858−9.7% | Reduced |
| Goldman Sachs Group Inc | 44,869 | $4.09M | 0.00% | +1,307+3.0% | Added |
| Mercer Global Advisors Inc | 36,119 | $3.29M | 0.01% | +1,612+4.7% | Added |
| Gilman Hill Asset Management, LLC | 32,116 | $2.93M | 0.55% | +1,345+4.4% | Added |
| Natixis Advisors, L.P. | 28,450 | $2.60M | 0.01% | +4,390+18.2% | Added |
| Crossmark Global Holdings, Inc. | 20,276 | $1.96M | 0.04% | −553−2.7% | Reduced |
| Wambolt & Associates, LLC | 19,887 | $1.81M | 0.65% | +93+0.5% | Added |
| Naples Global Advisors, LLC | 18,158 | $1.66M | 0.19% | −405−2.2% | Reduced |
| Assetmark, Inc | 17,358 | $1.58M | 0.01% | +915+5.6% | Added |
| Veriti Management LLC | 17,271 | $1.58M | 0.18% | +764+4.6% | Added |
| Ritholtz Wealth Management | 16,389 | $1.49M | 0.07% | −980−5.6% | Reduced |
| Millennium Management LLC | 16,307 | $1.49M | 0.00% | +16,307 | New |
| Paradigm Asset Management Co LLC | 14,900 | $1.36M | 0.36% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 14,704 | $1.34M | 0.15% | −278−1.9% | Reduced |
| Dimensional Fund Advisors LP | 13,530 | $1.23M | 0.00% | −753−5.3% | Reduced |
| Bank of New York Mellon Corp | 13,337 | $1.22M | 0.00% | +564+4.4% | Added |
| Quantinno Capital Management LP | 12,865 | $1.17M | 0.07% | +3,454+36.7% | Added |
| Cerity Partners LLC | 11,463 | $1.05M | 0.00% | +1,228+12.0% | Added |
| SEI Investments Co | 11,422 | $1.04M | 0.00% | +1,290+12.7% | Added |
| Advisor Partners II, LLC | 11,048 | $1.01M | 0.05% | +884+8.7% | Added |
| Fifth Third Bancorp | 10,712 | $977.0K | 0.00% | +2,139+25.0% | Added |
| Citadel Advisors LLC | 10,712 | $977.0K | 0.00% | +5,750+115.9% | Added |
| Rhumbline Advisers | 10,425 | $950.9K | 0.00% | +10,425 | New |
| Greenleaf Trust | 10,315 | $940.8K | 0.01% | −41−0.4% | Reduced |
| JustInvest LLC | 9,490 | $865.5K | 0.03% | +1,632+20.8% | Added |
| Wetherby Asset Management Inc | 9,329 | $850.9K | 0.05% | −372−3.8% | Reduced |
| Calamos Advisors LLC | 9,083 | $828.5K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,768 | $799.8K | 0.01% | −315−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 8,768 | $799.8K | 0.01% | −315−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 8,761 | $799.1K | 0.00% | −3,313−27.4% | Reduced |
| US Bancorp | 7,972 | $727.1K | 0.00% | −6,200−43.7% | Reduced |
| Strategic Global Advisors, LLC | 7,514 | $685.4K | 0.11% | −147−1.9% | Reduced |
| Mariner, LLC | 7,496 | $683.6K | 0.00% | +831+12.5% | Added |
| The PNC Financial Services Group, Inc. | 7,089 | $646.6K | 0.00% | +971+15.9% | Added |
| Royal Bank of Canada | 6,970 | $636.0K | 0.00% | +310+4.7% | Added |
| Employees Retirement System of Texas | 6,882 | $628.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,805 | $621.0K | 0.00% | +6,805 | New |
| State Street Corp | 6,717 | $612.7K | 0.00% | −23,661−77.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,669 | $608.3K | 0.06% | +101+1.5% | Added |
| Jane Street Group, LLC | 6,393 | $583.1K | 0.00% | +6,393 | New |
| Cresset Asset Management, LLC | 6,377 | $581.6K | 0.00% | +6,377 | New |
| Lester Murray Antman dba SimplyRich | 6,279 | $572.0K | 0.20% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 5,717 | $521.4K | 0.00% | +3,123+120.4% | Added |
| Janney Montgomery Scott LLC | 5,553 | $506.0K | 0.00% | +2,053+58.7% | Added |
| Marshall Wace, LLP | 5,481 | $499.9K | 0.00% | +5,481 | New |
| Ativo Capital Management LLC | 5,300 | $483.4K | 0.51% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,046 | $460.2K | 0.23% | +373+8.0% | Added |
| Whittier Trust Co | 5,008 | $456.8K | 0.01% | +398+8.6% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $452.6K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 4,798 | $437.6K | 0.00% | +648+15.6% | Added |
| Signaturefd, LLC | 4,429 | $404.0K | 0.01% | −76−1.7% | Reduced |
| Vident Investment Advisory, LLC | 4,456 | $399.9K | 0.01% | +1,031+30.1% | Added |
| Creative Planning | 4,264 | $388.9K | 0.00% | +960+29.1% | Added |
| Ameriprise Financial Inc | 4,223 | $385.2K | 0.00% | +570+15.6% | Added |
| Yousif Capital Management, LLC | 4,087 | $372.8K | 0.00% | −120−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,067 | $371.0K | 0.01% | +105+2.7% | Added |
| AlphaQ Advisors LLC | 3,686 | $336.2K | 0.25% | −37−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 3,600 | $328.4K | 0.00% | +3,400+1,700.0% | Added |
| CI Private Wealth, LLC | 3,429 | $312.8K | 0.00% | +4+0.1% | Added |
| UBS Group AG | 3,257 | $297.1K | 0.00% | +396+13.8% | Added |
| Financial Counselors Inc | 3,012 | $275.0K | 0.01% | +485+19.2% | Added |
| MAI Capital Management | 3,011 | $274.6K | 0.00% | +3,011 | New |
| Advisors Asset Management, Inc. | 2,719 | $248.0K | 0.01% | +447+19.7% | Added |
| Franklin Resources Inc | 2,700 | $246.3K | 0.00% | +4+0.1% | Added |
| RNC Capital Management LLC | 2,660 | $243.0K | 0.01% | −75−2.7% | Reduced |
| Kathmere Capital Management, LLC | 2,625 | $239.4K | 0.04% | −38−1.4% | Reduced |
| JPMorgan Chase & Co | 2,578 | $235.1K | 0.00% | +551+27.2% | Added |
| Advisor Group Holdings, Inc. | 2,501 | $228.8K | 0.00% | −122−4.7% | Reduced |
| Eagle Harbor Asset Management Inc | 2,476 | $225.8K | 0.30% | −36−1.4% | Reduced |
| Johnson Investment Counsel Inc | 2,450 | $223.5K | 0.00% | −35−1.4% | Reduced |
| Ethic Inc. | 2,440 | $222.6K | 0.01% | +2,440 | New |
| Quadrant Capital Group LLC | 2,410 | $219.8K | 0.02% | +3+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,367 | $215.9K | 0.00% | +2,367 | New |
| Checchi Capital Advisers, LLC | 2,251 | $205.3K | 0.02% | +2,251 | New |
| Baldwin Brothers Inc | 1,975 | $180.1K | 0.01% | −252−11.3% | Reduced |
| Parallel Advisors, LLC | 1,834 | $167.3K | 0.01% | −89−4.6% | Reduced |
| Russell Investments Group, Ltd. | 822 | $74.9K | 0.00% | +818+20,450.0% | Added |
| Lindbrook Capital, LLC | 750 | $68.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 640 | $58.0K | 0.00% | −3−0.5% | Reduced |
| Huntington National Bank | 631 | $57.6K | 0.00% | +113+21.8% | Added |
| Aquatic Capital Management LLC | 600 | $55.0K | 0.00% | +200+50.0% | Added |
| Glassman Wealth Services | 359 | $32.7K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 357 | $32.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 333 | $30.4K | 0.00% | −6−1.8% | Reduced |
| Boyd Watterson Asset Management LLC | 240 | $21.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 234 | $21.3K | 0.00% | 00.0% | Unchanged |