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 | $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, 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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 91 | $182 | 0.00% | +91 | New |
| Farther Finance Advisors, LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | $669 | 0.00% | +3+60.0% | Added |
| Institutional & Family Asset Management, LLC | 8 | $691 | 0.00% | +1+14.3% | Added |
| Baystate Wealth Management LLC | 7 | $692 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $821 | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 10 | $912 | 0.00% | −11−52.4% | Reduced |
| TD Private Client Wealth LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.37K | 0.00% | +15 | New |
| Motco | 18 | $1.64K | 0.00% | +18 | New |
| Bartlett & Co. LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $3.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 40 | $3.65K | 0.00% | −156−79.6% | Reduced |
| Global Retirement Partners, LLC | 40 | $3.65K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 63 | $5.75K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 74 | $6.75K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 85 | $7.75K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 90 | $8.00K | 0.00% | +90 | New |
| RFP Financial Group LLC | 88 | $8.03K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $9.12K | 0.00% | +100 | New |
| Financial Management Professionals, Inc. | 131 | $12.0K | 0.00% | −308−70.2% | Reduced |
| Farmers & Merchants Investments Inc | 148 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 202 | $16.0K | 0.00% | −394−66.1% | Reduced |
| EverSource Wealth Advisors, LLC | 228 | $20.8K | 0.00% | +48+26.7% | Added |
| Umb Bank N A | 234 | $21.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 240 | $21.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 333 | $30.4K | 0.00% | −6−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 357 | $32.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 359 | $32.7K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $55.0K | 0.00% | +200+50.0% | Added |
| Huntington National Bank | 631 | $57.6K | 0.00% | +113+21.8% | Added |
| CWM, LLC | 640 | $58.0K | 0.00% | −3−0.5% | Reduced |
| Lindbrook Capital, LLC | 750 | $68.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 822 | $74.9K | 0.00% | +818+20,450.0% | Added |
| Parallel Advisors, LLC | 1,834 | $167.3K | 0.01% | −89−4.6% | Reduced |
| Baldwin Brothers Inc | 1,975 | $180.1K | 0.01% | −252−11.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,251 | $205.3K | 0.02% | +2,251 | New |
| Raymond James Financial Services Advisors, Inc. | 2,367 | $215.9K | 0.00% | +2,367 | New |
| Quadrant Capital Group LLC | 2,410 | $219.8K | 0.02% | +3+0.1% | Added |
| Ethic Inc. | 2,440 | $222.6K | 0.01% | +2,440 | New |
| Johnson Investment Counsel Inc | 2,450 | $223.5K | 0.00% | −35−1.4% | Reduced |
| Eagle Harbor Asset Management Inc | 2,476 | $225.8K | 0.30% | −36−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,501 | $228.8K | 0.00% | −122−4.7% | Reduced |
| JPMorgan Chase & Co | 2,578 | $235.1K | 0.00% | +551+27.2% | Added |
| Kathmere Capital Management, LLC | 2,625 | $239.4K | 0.04% | −38−1.4% | Reduced |
| RNC Capital Management LLC | 2,660 | $243.0K | 0.01% | −75−2.7% | Reduced |
| Franklin Resources Inc | 2,700 | $246.3K | 0.00% | +4+0.1% | Added |
| Advisors Asset Management, Inc. | 2,719 | $248.0K | 0.01% | +447+19.7% | Added |
| MAI Capital Management | 3,011 | $274.6K | 0.00% | +3,011 | New |
| Financial Counselors Inc | 3,012 | $275.0K | 0.01% | +485+19.2% | Added |
| UBS Group AG | 3,257 | $297.1K | 0.00% | +396+13.8% | Added |
| CI Private Wealth, LLC | 3,429 | $312.8K | 0.00% | +4+0.1% | Added |
| BNP Paribas Arbitrage, SA | 3,600 | $328.4K | 0.00% | +3,400+1,700.0% | Added |
| AlphaQ Advisors LLC | 3,686 | $336.2K | 0.25% | −37−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,067 | $371.0K | 0.01% | +105+2.7% | Added |
| Yousif Capital Management, LLC | 4,087 | $372.8K | 0.00% | −120−2.9% | Reduced |
| Ameriprise Financial Inc | 4,223 | $385.2K | 0.00% | +570+15.6% | Added |
| Creative Planning | 4,264 | $388.9K | 0.00% | +960+29.1% | Added |
| Vident Investment Advisory, LLC | 4,456 | $399.9K | 0.01% | +1,031+30.1% | Added |
| Signaturefd, LLC | 4,429 | $404.0K | 0.01% | −76−1.7% | Reduced |
| Citigroup Inc | 4,798 | $437.6K | 0.00% | +648+15.6% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $452.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 5,008 | $456.8K | 0.01% | +398+8.6% | Added |
| DGS Capital Management, LLC | 5,046 | $460.2K | 0.23% | +373+8.0% | Added |
| Ativo Capital Management LLC | 5,300 | $483.4K | 0.51% | 00.0% | Unchanged |
| Marshall Wace, LLP | 5,481 | $499.9K | 0.00% | +5,481 | New |
| Janney Montgomery Scott LLC | 5,553 | $506.0K | 0.00% | +2,053+58.7% | Added |
| Charles Schwab Investment Management Inc | 5,717 | $521.4K | 0.00% | +3,123+120.4% | Added |
| Lester Murray Antman dba SimplyRich | 6,279 | $572.0K | 0.20% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,377 | $581.6K | 0.00% | +6,377 | New |
| Jane Street Group, LLC | 6,393 | $583.1K | 0.00% | +6,393 | New |
| Mount Yale Investment Advisors, LLC | 6,669 | $608.3K | 0.06% | +101+1.5% | Added |
| State Street Corp | 6,717 | $612.7K | 0.00% | −23,661−77.9% | Reduced |
| HighTower Advisors, LLC | 6,805 | $621.0K | 0.00% | +6,805 | New |
| Employees Retirement System of Texas | 6,882 | $628.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,970 | $636.0K | 0.00% | +310+4.7% | Added |
| The PNC Financial Services Group, Inc. | 7,089 | $646.6K | 0.00% | +971+15.9% | Added |
| Mariner, LLC | 7,496 | $683.6K | 0.00% | +831+12.5% | Added |
| Strategic Global Advisors, LLC | 7,514 | $685.4K | 0.11% | −147−1.9% | Reduced |
| US Bancorp | 7,972 | $727.1K | 0.00% | −6,200−43.7% | Reduced |
| D. E. Shaw & Co., Inc. | 8,761 | $799.1K | 0.00% | −3,313−27.4% | Reduced |
| 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 |
| Calamos Advisors LLC | 9,083 | $828.5K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,329 | $850.9K | 0.05% | −372−3.8% | Reduced |
| JustInvest LLC | 9,490 | $865.5K | 0.03% | +1,632+20.8% | Added |
| Greenleaf Trust | 10,315 | $940.8K | 0.01% | −41−0.4% | Reduced |
| Rhumbline Advisers | 10,425 | $950.9K | 0.00% | +10,425 | New |
| 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 |
| Advisor Partners II, LLC | 11,048 | $1.01M | 0.05% | +884+8.7% | Added |
| SEI Investments Co | 11,422 | $1.04M | 0.00% | +1,290+12.7% | Added |
| Cerity Partners LLC | 11,463 | $1.05M | 0.00% | +1,228+12.0% | Added |
| Quantinno Capital Management LP | 12,865 | $1.17M | 0.07% | +3,454+36.7% | Added |