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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 3 | $282 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $376 | 0.00% | +4 | New |
| Institutional & Family Asset Management, LLC | 8 | $711 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $712 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 8 | $752 | 0.00% | +8 | New |
| Abound Wealth Management | 9 | $845 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.41K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $1.59K | 0.00% | −16−48.5% | Reduced |
| Perkins Coie Trust Co | 17 | $1.59K | 0.00% | +17 | New |
| IFP Advisors, Inc | 21 | $1.97K | 0.00% | +13+162.5% | Added |
| GW&K Investment Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 22 | $2.07K | 0.00% | +22 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $2.19K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $2.54K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 32 | $3.00K | 0.00% | +28+700.0% | Added |
| Bell Investment Advisors, Inc | 35 | $3.29K | 0.00% | +6+20.7% | Added |
| Raffa Wealth Management, LLC | 37 | $3.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $3.93K | 0.00% | +5+12.5% | Added |
| Northwestern Mutual Wealth Management Co | 56 | $5.26K | 0.00% | +46+460.0% | Added |
| Column Capital Advisors, LLC | 63 | $5.91K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 74 | $6.95K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 86 | $7.88K | 0.00% | +46+115.0% | Added |
| Pinnacle Bancorp, Inc. | 85 | $7.98K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 88 | $8.26K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $9.39K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 113 | $10.6K | 0.00% | +113 | New |
| Financial Management Professionals, Inc. | 131 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 148 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 211 | $19.8K | 0.00% | +211 | New |
| Umb Bank N A | 234 | $22.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 240 | $22.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 251 | $23.6K | 0.00% | +23+10.1% | Added |
| Ronald Blue Trust, Inc. | 295 | $27.0K | 0.00% | +93+46.0% | Added |
| Zions Bancorporation, N.A. | 329 | $30.9K | 0.00% | −4−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 357 | $33.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 399 | $37.5K | 0.01% | +40+11.1% | Added |
| Huntington National Bank | 678 | $63.7K | 0.00% | +47+7.4% | Added |
| CWM, LLC | 713 | $67.0K | 0.00% | +73+11.4% | Added |
| Lindbrook Capital, LLC | 750 | $70.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 818 | $78.1K | 0.00% | −4−0.5% | Reduced |
| Parallel Advisors, LLC | 1,845 | $173.2K | 0.01% | +11+0.6% | Added |
| Baldwin Brothers Inc | 1,975 | $185.4K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,233 | $209.6K | 0.02% | −18−0.8% | Reduced |
| Aaron Wealth Advisors | 2,346 | $220.2K | 0.03% | +2,346 | New |
| Quadrant Capital Group LLC | 2,436 | $228.7K | 0.02% | +26+1.1% | Added |
| Captrust Financial Advisors | 2,450 | $230.0K | 0.00% | +2,450 | New |
| Johnson Investment Counsel Inc | 2,459 | $230.9K | 0.00% | +9+0.4% | Added |
| Henshaw Capital LLC | 2,465 | $231.4K | 0.01% | +2,465 | New |
| Raymond James Financial Services Advisors, Inc. | 2,476 | $232.4K | 0.00% | +109+4.6% | Added |
| Park Avenue Securities LLC | 2,608 | $245.0K | 0.00% | +2,608 | New |
| RNC Capital Management LLC | 2,660 | $249.7K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,706 | $254.0K | 0.00% | +6+0.2% | Added |
| UBS Group AG | 2,742 | $257.4K | 0.00% | −515−15.8% | Reduced |
| JPMorgan Chase & Co | 2,892 | $271.5K | 0.00% | +314+12.2% | Added |
| Financial Counselors Inc | 2,986 | $280.3K | 0.01% | −26−0.9% | Reduced |
| Jane Street Group, LLC | 2,989 | $280.6K | 0.00% | −3,404−53.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,020 | $283.5K | 0.03% | +3,020 | New |
| MAI Capital Management | 3,417 | $320.8K | 0.00% | +406+13.5% | Added |
| AlphaQ Advisors LLC | 3,431 | $322.1K | 0.28% | −255−6.9% | Reduced |
| Ethic Inc. | 3,510 | $329.5K | 0.01% | +1,070+43.9% | Added |
| Advisors Asset Management, Inc. | 3,664 | $344.0K | 0.01% | +945+34.8% | Added |
| BNP Paribas Arbitrage, SA | 3,900 | $366.1K | 0.00% | +300+8.3% | Added |
| Kathmere Capital Management, LLC | 3,923 | $368.3K | 0.05% | +1,298+49.4% | Added |
| Sequoia Financial Advisors, LLC | 4,045 | $379.7K | 0.01% | −22−0.5% | Reduced |
| Yousif Capital Management, LLC | 4,087 | $383.7K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 4,154 | $390.0K | 0.00% | −69−1.6% | Reduced |
| CI Private Wealth, LLC | 4,184 | $392.8K | 0.00% | +755+22.0% | Added |
| Creative Planning | 4,210 | $395.3K | 0.00% | −54−1.3% | Reduced |
| Signaturefd, LLC | 4,389 | $412.0K | 0.01% | −40−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,645 | $436.7K | 0.00% | +2,144+85.7% | Added |
| Citigroup Inc | 4,713 | $442.5K | 0.00% | −85−1.8% | Reduced |
| Systematic Alpha Investments, LLC | 4,962 | $465.8K | 0.02% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 5,300 | $497.6K | 0.56% | 00.0% | Unchanged |
| Whittier Trust Co | 5,610 | $526.7K | 0.01% | +602+12.0% | Added |
| DGS Capital Management, LLC | 5,792 | $543.8K | 0.27% | +746+14.8% | Added |
| Janney Montgomery Scott LLC | 5,903 | $554.0K | 0.00% | +350+6.3% | Added |
| D. E. Shaw & Co., Inc. | 5,996 | $562.9K | 0.00% | −2,765−31.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,279 | $589.0K | 0.29% | 00.0% | Unchanged |
| US Bancorp | 6,387 | $599.6K | 0.00% | −1,585−19.9% | Reduced |
| Cresset Asset Management, LLC | 6,588 | $618.5K | 0.00% | +211+3.3% | Added |
| Mount Yale Investment Advisors, LLC | 6,716 | $630.5K | 0.07% | +47+0.7% | Added |
| State Street Corp | 6,717 | $630.6K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 6,882 | $646.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,864 | $648.0K | 0.00% | +59+0.9% | Added |
| Strategic Global Advisors, LLC | 7,050 | $661.9K | 0.11% | −464−6.2% | Reduced |
| Royal Bank of Canada | 7,060 | $663.0K | 0.00% | +90+1.3% | Added |
| Vident Advisory, LLC | 7,274 | $682.9K | 0.02% | +7,274 | New |
| The PNC Financial Services Group, Inc. | 7,302 | $685.5K | 0.00% | +213+3.0% | Added |
| Mariner, LLC | 7,721 | $724.9K | 0.00% | +225+3.0% | Added |
| Citadel Advisors LLC | 7,812 | $733.4K | 0.00% | −2,900−27.1% | Reduced |
| 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 |
| Calamos Advisors LLC | 9,083 | $852.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,505 | $892.3K | 0.05% | +176+1.9% | Added |
| JustInvest LLC | 9,976 | $936.5K | 0.03% | +486+5.1% | Added |
| Greenleaf Trust | 10,211 | $958.6K | 0.01% | −104−1.0% | Reduced |
| Rhumbline Advisers | 10,420 | $978.2K | 0.00% | −50.0% | Reduced |
| Cerity Partners LLC | 10,513 | $987.0K | 0.00% | −950−8.3% | Reduced |