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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 13,337 | $1.22M | 0.00% | +564+4.4% | Added |
| Dimensional Fund Advisors LP | 13,530 | $1.23M | 0.00% | −753−5.3% | Reduced |
| BTC Capital Management, Inc. | 14,704 | $1.34M | 0.15% | −278−1.9% | Reduced |
| Paradigm Asset Management Co LLC | 14,900 | $1.36M | 0.36% | 00.0% | Unchanged |
| Millennium Management LLC | 16,307 | $1.49M | 0.00% | +16,307 | New |
| Ritholtz Wealth Management | 16,389 | $1.49M | 0.07% | −980−5.6% | Reduced |
| Veriti Management LLC | 17,271 | $1.58M | 0.18% | +764+4.6% | Added |
| Assetmark, Inc | 17,358 | $1.58M | 0.01% | +915+5.6% | Added |
| Naples Global Advisors, LLC | 18,158 | $1.66M | 0.19% | −405−2.2% | Reduced |
| Wambolt & Associates, LLC | 19,887 | $1.81M | 0.65% | +93+0.5% | Added |
| Crossmark Global Holdings, Inc. | 20,276 | $1.96M | 0.04% | −553−2.7% | Reduced |
| Natixis Advisors, L.P. | 28,450 | $2.60M | 0.01% | +4,390+18.2% | Added |
| Gilman Hill Asset Management, LLC | 32,116 | $2.93M | 0.55% | +1,345+4.4% | Added |
| Mercer Global Advisors Inc | 36,119 | $3.29M | 0.01% | +1,612+4.7% | Added |
| Goldman Sachs Group Inc | 44,869 | $4.09M | 0.00% | +1,307+3.0% | Added |
| Arrowstreet Capital, Limited Partnership | 45,333 | $4.13M | 0.01% | −4,858−9.7% | Reduced |
| Henry James International Management, Inc. | 58,958 | $5.38M | 2.33% | +3,829+6.9% | Added |
| Envestnet Asset Management Inc | 61,994 | $5.65M | 0.00% | −245,043−79.8% | Reduced |
| Boston Common Asset Management, LLC | 62,167 | $5.67M | 0.12% | +1,346+2.2% | Added |
| American Century Companies Inc | 64,710 | $5.90M | 0.00% | +7,544+13.2% | Added |
| Eagle Global Advisors LLC | 76,479 | $6.98M | 0.46% | −1,384−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 84,826 | $7.74M | 0.11% | +2,878+3.5% | Added |
| Northern Trust Corp | 129,652 | $11.8M | 0.00% | +6,007+4.9% | Added |
| Teachers Retirement System of the State of Kentucky | 149,340 | $13.6M | 0.13% | +23,000+18.2% | Added |
| BlackRock Inc. | 244,010 | $22.3M | 0.00% | −14,965−5.8% | Reduced |
| Bank of America Corp | 275,624 | $25.1M | 0.00% | +184,768+203.4% | Added |
| Todd Asset Management LLC | 288,836 | $26.3M | 0.61% | +46,191+19.0% | Added |
| Wells Fargo & Company | 324,398 | $29.6M | 0.01% | −641−0.2% | Reduced |
| FMR LLC | 421,429 | $38.4M | 0.00% | +15,868+3.9% | Added |
| Morgan Stanley | 1,141,189 | $104.1M | 0.01% | +32,827+3.0% | Added |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −11,377−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,587−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |