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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 10,591 | $994.3K | 0.00% | −121−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 10,688 | $1.00M | 0.00% | +4,971+87.0% | Added |
| Advisor Partners II, LLC | 11,972 | $1.12M | 0.05% | +924+8.4% | Added |
| Dimensional Fund Advisors LP | 13,530 | $1.27M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 13,940 | $1.31M | 0.00% | +2,518+22.0% | Added |
| Bank of New York Mellon Corp | 14,007 | $1.31M | 0.00% | +670+5.0% | Added |
| BTC Capital Management, Inc. | 14,955 | $1.40M | 0.16% | +251+1.7% | Added |
| Quantinno Capital Management LP | 15,262 | $1.43M | 0.07% | +2,397+18.6% | Added |
| Paradigm Asset Management Co LLC | 16,300 | $1.53M | 0.43% | +1,400+9.4% | Added |
| Ritholtz Wealth Management | 16,369 | $1.54M | 0.07% | −20−0.1% | Reduced |
| Assetmark, Inc | 16,965 | $1.59M | 0.01% | −393−2.3% | Reduced |
| Veriti Management LLC | 17,001 | $1.60M | 0.18% | −270−1.6% | Reduced |
| Naples Global Advisors, LLC | 17,758 | $1.69M | 0.21% | −400−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 19,764 | $1.84M | 0.04% | −512−2.5% | Reduced |
| Wambolt & Associates, LLC | 20,723 | $1.91M | 0.69% | +836+4.2% | Added |
| Envestnet Asset Management Inc | 30,575 | $2.87M | 0.00% | −31,419−50.7% | Reduced |
| Natixis Advisors, L.P. | 31,082 | $2.92M | 0.01% | +2,632+9.3% | Added |
| Gilman Hill Asset Management, LLC | 32,180 | $3.02M | 0.60% | +64+0.2% | Added |
| Mercer Global Advisors Inc | 38,693 | $3.63M | 0.01% | +2,574+7.1% | Added |
| Goldman Sachs Group Inc | 44,862 | $4.21M | 0.00% | −70.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $4.45M | 0.02% | +47,400 | New |
| QRG Capital Management, Inc. | 49,126 | $4.61M | 0.08% | +49,126 | New |
| Arrowstreet Capital, Limited Partnership | 55,499 | $5.21M | 0.01% | +10,166+22.4% | Added |
| Henry James International Management, Inc. | 58,963 | $5.54M | 2.40% | +50.0% | Added |
| Boston Common Asset Management, LLC | 60,595 | $5.69M | 0.14% | −1,572−2.5% | Reduced |
| American Century Companies Inc | 68,564 | $6.44M | 0.00% | +3,854+6.0% | Added |
| Eagle Global Advisors LLC | 78,479 | $7.37M | 0.48% | +2,000+2.6% | Added |
| O'Shaughnessy Asset Management, LLC | 81,404 | $7.64M | 0.11% | −3,422−4.0% | Reduced |
| Northern Trust Corp | 130,169 | $12.2M | 0.00% | +517+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 149,340 | $14.0M | 0.14% | 00.0% | Unchanged |
| BlackRock Inc. | 223,833 | $21.0M | 0.00% | −20,177−8.3% | Reduced |
| Todd Asset Management LLC | 285,888 | $26.8M | 0.64% | −2,948−1.0% | Reduced |
| Wells Fargo & Company | 324,982 | $30.5M | 0.01% | +584+0.2% | Added |
| FMR LLC | 439,129 | $41.2M | 0.00% | +17,700+4.2% | Added |
| Bank of America Corp | 469,714 | $44.1M | 0.01% | +194,090+70.4% | Added |
| Morgan Stanley | 986,487 | $92.6M | 0.01% | −154,702−13.6% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,307−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,481−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Eagle Harbor Asset Management Inc | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −91−100.0% | Sold out |