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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, 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.

Institutional holdersQ3 2023: 136 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 heldQ3 2023: $396.5M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2023.

Institutions holding IX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Zions Bancorporation, N.A.329$30.9K0.00%−4−1.2%Reduced
Ronald Blue Trust, Inc.295$27.0K0.00%+93+46.0%Added
EverSource Wealth Advisors, LLC251$23.6K0.00%+23+10.1%Added
Boyd Watterson Asset Management LLC240$22.5K0.01%00.0%Unchanged
Umb Bank N A234$22.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)211$19.8K0.00%+211New
Farmers & Merchants Investments Inc148$13.9K0.00%00.0%Unchanged
Financial Management Professionals, Inc.131$12.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC113$10.6K0.00%+113New
Brown Brothers Harriman & Co100$9.39K0.00%00.0%Unchanged
RFP Financial Group LLC88$8.26K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.85$7.98K0.00%00.0%Unchanged
Bokf, NA86$7.88K0.00%+46+115.0%Added
Steward Partners Investment Advisory, LLC74$6.95K0.00%00.0%Unchanged
Column Capital Advisors, LLC63$5.91K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co56$5.26K0.00%+46+460.0%Added
Global Retirement Partners, LLC45$3.93K0.00%+5+12.5%Added
Raffa Wealth Management, LLC37$3.47K0.00%00.0%Unchanged
Bell Investment Advisors, Inc35$3.29K0.00%+6+20.7%Added
Farther Finance Advisors, LLC32$3.00K0.00%+28+700.0%Added
Creative Financial Designs Inc27$2.54K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC23$2.19K0.00%00.0%Unchanged
Allworth Financial LP22$2.07K0.00%+22New
GW&K Investment Management, LLC23$2.00K0.00%00.0%Unchanged
Bartlett & Co. LLC23$2.00K0.00%00.0%Unchanged
IFP Advisors, Inc21$1.97K0.00%+13+162.5%Added
First Horizon Advisors, Inc.17$1.59K0.00%−16−48.5%Reduced
Perkins Coie Trust Co17$1.59K0.00%+17New
Kayne Anderson Rudnick Investment Management LLC15$1.41K0.00%00.0%Unchanged
TD Private Client Wealth LLC11$1.03K0.00%00.0%Unchanged
Abound Wealth Management9$8450.00%00.0%Unchanged
Bourgeon Capital Management LLC8$7520.00%+8New
Baystate Wealth Management LLC7$7120.00%00.0%Unchanged
Institutional & Family Asset Management, LLC8$7110.00%00.0%Unchanged
Bogart Wealth, LLC4$3760.00%+4New
Cornerstone Planning Group LLC3$2820.00%+3New
Millennium Management LLC0$00.00%−16,307−100.0%Sold out
Marshall Wace, LLP0$00.00%−5,481−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−4,456−100.0%Sold out
Eagle Harbor Asset Management Inc0$00.00%−2,476−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−600−100.0%Sold out
Bessemer Group Inc0$00.00%−90−100.0%Sold out
Motco0$00.00%−18−100.0%Sold out
CVA Family Office, LLC0$00.00%−12−100.0%Sold out
Sofos Investments, Inc.0$00.00%−91−100.0%Sold out