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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, 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.

Institutional holdersQ2 2023: 130 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 heldQ2 2023: $374.7M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2023.

Institutions holding IX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC228$20.8K0.00%+48+26.7%Added
Ronald Blue Trust, Inc.202$16.0K0.00%−394−66.1%Reduced
Farmers & Merchants Investments Inc148$13.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.131$12.0K0.00%−308−70.2%Reduced
Brown Brothers Harriman & Co100$9.12K0.00%+100New
RFP Financial Group LLC88$8.03K0.00%00.0%Unchanged
Bessemer Group Inc90$8.00K0.00%+90New
Pinnacle Bancorp, Inc.85$7.75K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC74$6.75K0.00%00.0%Unchanged
Column Capital Advisors, LLC63$5.75K0.00%00.0%Unchanged
Bokf, NA40$3.65K0.00%−156−79.6%Reduced
Global Retirement Partners, LLC40$3.65K0.00%00.0%Unchanged
Raffa Wealth Management, LLC37$3.38K0.00%00.0%Unchanged
First Horizon Advisors, Inc.33$3.01K0.00%00.0%Unchanged
Bell Investment Advisors, Inc29$2.65K0.00%00.0%Unchanged
Creative Financial Designs Inc27$2.46K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC23$2.10K0.00%00.0%Unchanged
Bartlett & Co. LLC23$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC23$2.00K0.00%+23New
Motco18$1.64K0.00%+18New
Kayne Anderson Rudnick Investment Management LLC15$1.37K0.00%+15New
CVA Family Office, LLC12$1.09K0.00%+12New
TD Private Client Wealth LLC11$1.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co10$9120.00%−11−52.4%Reduced
Abound Wealth Management9$8210.00%+9New
Baystate Wealth Management LLC7$6920.00%00.0%Unchanged
Institutional & Family Asset Management, LLC8$6910.00%+1+14.3%Added
IFP Advisors, Inc8$6690.00%+3+60.0%Added
Farther Finance Advisors, LLC4$3650.00%00.0%Unchanged
Sofos Investments, Inc.91$1820.00%+91New
Capricorn Fund Managers Ltd0$00.00%−11,377−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−2,696−100.0%Sold out
Old National Bancorp0$00.00%−2,587−100.0%Sold out
First Manhattan Co0$00.00%−113−100.0%Sold out
Macquarie Group Ltd0$00.00%−103−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−83−100.0%Sold out
Advisory Services Network, LLC0$00.00%−27−100.0%Sold out
Asset Dedication, LLC0$00.00%−20−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−20−100.0%Sold out
Addison Advisors LLC0$00.00%−11−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−10−100.0%Sold out