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, Q3 2023
Institutional positions in Orix Corp as of Sep 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
- 136
- +6 vs. Q2 2023
- Shares held
- 4.22M
- +117.0K (+2.8%) vs. Q2 2023
- Total value
- $396.5M
- +$21.8M (+5.8%) vs. Q2 2023
- New holders
- 15
- 54 more added
- Sold out
- 9
- 35 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 986,487 | $92.6M | 0.01% | −154,702−13.6% | Reduced |
| Bank of America Corp | 469,714 | $44.1M | 0.01% | +194,090+70.4% | Added |
| FMR LLC | 439,129 | $41.2M | 0.00% | +17,700+4.2% | Added |
| Wells Fargo & Company | 324,982 | $30.5M | 0.01% | +584+0.2% | Added |
| Todd Asset Management LLC | 285,888 | $26.8M | 0.64% | −2,948−1.0% | Reduced |
| BlackRock Inc. | 223,833 | $21.0M | 0.00% | −20,177−8.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 149,340 | $14.0M | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 130,169 | $12.2M | 0.00% | +517+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 81,404 | $7.64M | 0.11% | −3,422−4.0% | Reduced |
| Eagle Global Advisors LLC | 78,479 | $7.37M | 0.48% | +2,000+2.6% | Added |
| American Century Companies Inc | 68,564 | $6.44M | 0.00% | +3,854+6.0% | Added |
| Boston Common Asset Management, LLC | 60,595 | $5.69M | 0.14% | −1,572−2.5% | Reduced |
| Henry James International Management, Inc. | 58,963 | $5.54M | 2.40% | +50.0% | Added |
| Arrowstreet Capital, Limited Partnership | 55,499 | $5.21M | 0.01% | +10,166+22.4% | Added |
| QRG Capital Management, Inc. | 49,126 | $4.61M | 0.08% | +49,126 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $4.45M | 0.02% | +47,400 | New |
| Goldman Sachs Group Inc | 44,862 | $4.21M | 0.00% | −70.0% | Reduced |
| Mercer Global Advisors Inc | 38,693 | $3.63M | 0.01% | +2,574+7.1% | Added |
| Gilman Hill Asset Management, LLC | 32,180 | $3.02M | 0.60% | +64+0.2% | Added |
| Natixis Advisors, L.P. | 31,082 | $2.92M | 0.01% | +2,632+9.3% | Added |
| Envestnet Asset Management Inc | 30,575 | $2.87M | 0.00% | −31,419−50.7% | Reduced |
| Wambolt & Associates, LLC | 20,723 | $1.91M | 0.69% | +836+4.2% | Added |
| Crossmark Global Holdings, Inc. | 19,764 | $1.84M | 0.04% | −512−2.5% | Reduced |
| Naples Global Advisors, LLC | 17,758 | $1.69M | 0.21% | −400−2.2% | Reduced |
| Veriti Management LLC | 17,001 | $1.60M | 0.18% | −270−1.6% | Reduced |
| Assetmark, Inc | 16,965 | $1.59M | 0.01% | −393−2.3% | Reduced |
| Ritholtz Wealth Management | 16,369 | $1.54M | 0.07% | −20−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 16,300 | $1.53M | 0.43% | +1,400+9.4% | Added |
| Quantinno Capital Management LP | 15,262 | $1.43M | 0.07% | +2,397+18.6% | Added |
| BTC Capital Management, Inc. | 14,955 | $1.40M | 0.16% | +251+1.7% | Added |
| Bank of New York Mellon Corp | 14,007 | $1.31M | 0.00% | +670+5.0% | Added |
| SEI Investments Co | 13,940 | $1.31M | 0.00% | +2,518+22.0% | Added |
| Dimensional Fund Advisors LP | 13,530 | $1.27M | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 11,972 | $1.12M | 0.05% | +924+8.4% | Added |
| Charles Schwab Investment Management Inc | 10,688 | $1.00M | 0.00% | +4,971+87.0% | Added |
| Fifth Third Bancorp | 10,591 | $994.3K | 0.00% | −121−1.1% | Reduced |
| Cerity Partners LLC | 10,513 | $987.0K | 0.00% | −950−8.3% | Reduced |
| Rhumbline Advisers | 10,420 | $978.2K | 0.00% | −50.0% | Reduced |
| Greenleaf Trust | 10,211 | $958.6K | 0.01% | −104−1.0% | Reduced |
| JustInvest LLC | 9,976 | $936.5K | 0.03% | +486+5.1% | Added |
| Wetherby Asset Management Inc | 9,505 | $892.3K | 0.05% | +176+1.9% | Added |
| Calamos Advisors LLC | 9,083 | $852.7K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,558 | $803.5K | 0.01% | −210−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 8,558 | $803.5K | 0.01% | −210−2.4% | Reduced |
| Citadel Advisors LLC | 7,812 | $733.4K | 0.00% | −2,900−27.1% | Reduced |
| Mariner, LLC | 7,721 | $724.9K | 0.00% | +225+3.0% | Added |
| The PNC Financial Services Group, Inc. | 7,302 | $685.5K | 0.00% | +213+3.0% | Added |
| Vident Advisory, LLC | 7,274 | $682.9K | 0.02% | +7,274 | New |
| Royal Bank of Canada | 7,060 | $663.0K | 0.00% | +90+1.3% | Added |
| Strategic Global Advisors, LLC | 7,050 | $661.9K | 0.11% | −464−6.2% | Reduced |
| HighTower Advisors, LLC | 6,864 | $648.0K | 0.00% | +59+0.9% | Added |
| Employees Retirement System of Texas | 6,882 | $646.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 6,717 | $630.6K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,716 | $630.5K | 0.07% | +47+0.7% | Added |
| Cresset Asset Management, LLC | 6,588 | $618.5K | 0.00% | +211+3.3% | Added |
| US Bancorp | 6,387 | $599.6K | 0.00% | −1,585−19.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,279 | $589.0K | 0.29% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,996 | $562.9K | 0.00% | −2,765−31.6% | Reduced |
| Janney Montgomery Scott LLC | 5,903 | $554.0K | 0.00% | +350+6.3% | Added |
| DGS Capital Management, LLC | 5,792 | $543.8K | 0.27% | +746+14.8% | Added |
| Whittier Trust Co | 5,610 | $526.7K | 0.01% | +602+12.0% | Added |
| Ativo Capital Management LLC | 5,300 | $497.6K | 0.56% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 4,962 | $465.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 4,713 | $442.5K | 0.00% | −85−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,645 | $436.7K | 0.00% | +2,144+85.7% | Added |
| Signaturefd, LLC | 4,389 | $412.0K | 0.01% | −40−0.9% | Reduced |
| Creative Planning | 4,210 | $395.3K | 0.00% | −54−1.3% | Reduced |
| CI Private Wealth, LLC | 4,184 | $392.8K | 0.00% | +755+22.0% | Added |
| Ameriprise Financial Inc | 4,154 | $390.0K | 0.00% | −69−1.6% | Reduced |
| Yousif Capital Management, LLC | 4,087 | $383.7K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,045 | $379.7K | 0.01% | −22−0.5% | Reduced |
| Kathmere Capital Management, LLC | 3,923 | $368.3K | 0.05% | +1,298+49.4% | Added |
| BNP Paribas Arbitrage, SA | 3,900 | $366.1K | 0.00% | +300+8.3% | Added |
| Advisors Asset Management, Inc. | 3,664 | $344.0K | 0.01% | +945+34.8% | Added |
| Ethic Inc. | 3,510 | $329.5K | 0.01% | +1,070+43.9% | Added |
| AlphaQ Advisors LLC | 3,431 | $322.1K | 0.28% | −255−6.9% | Reduced |
| MAI Capital Management | 3,417 | $320.8K | 0.00% | +406+13.5% | Added |
| Campbell & CO Investment Adviser LLC | 3,020 | $283.5K | 0.03% | +3,020 | New |
| Jane Street Group, LLC | 2,989 | $280.6K | 0.00% | −3,404−53.2% | Reduced |
| Financial Counselors Inc | 2,986 | $280.3K | 0.01% | −26−0.9% | Reduced |
| JPMorgan Chase & Co | 2,892 | $271.5K | 0.00% | +314+12.2% | Added |
| UBS Group AG | 2,742 | $257.4K | 0.00% | −515−15.8% | Reduced |
| Franklin Resources Inc | 2,706 | $254.0K | 0.00% | +6+0.2% | Added |
| RNC Capital Management LLC | 2,660 | $249.7K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,608 | $245.0K | 0.00% | +2,608 | New |
| Raymond James Financial Services Advisors, Inc. | 2,476 | $232.4K | 0.00% | +109+4.6% | Added |
| Henshaw Capital LLC | 2,465 | $231.4K | 0.01% | +2,465 | New |
| Johnson Investment Counsel Inc | 2,459 | $230.9K | 0.00% | +9+0.4% | Added |
| Captrust Financial Advisors | 2,450 | $230.0K | 0.00% | +2,450 | New |
| Quadrant Capital Group LLC | 2,436 | $228.7K | 0.02% | +26+1.1% | Added |
| Aaron Wealth Advisors | 2,346 | $220.2K | 0.03% | +2,346 | New |
| Checchi Capital Advisers, LLC | 2,233 | $209.6K | 0.02% | −18−0.8% | Reduced |
| Baldwin Brothers Inc | 1,975 | $185.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,845 | $173.2K | 0.01% | +11+0.6% | Added |
| Russell Investments Group, Ltd. | 818 | $78.1K | 0.00% | −4−0.5% | Reduced |
| Lindbrook Capital, LLC | 750 | $70.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 713 | $67.0K | 0.00% | +73+11.4% | Added |
| Huntington National Bank | 678 | $63.7K | 0.00% | +47+7.4% | Added |
| Glassman Wealth Services | 399 | $37.5K | 0.01% | +40+11.1% | Added |
| Allspring Global Investments Holdings, LLC | 357 | $33.5K | 0.00% | 00.0% | Unchanged |