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, Q4 2023
Institutional positions in Orix Corp as of Dec 31, 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
- 152
- +19 vs. Q3 2023
- Shares held
- 4.23M
- +35.3K (+0.8%) vs. Q3 2023
- Total value
- $395.3M
- +$1.31M (+0.3%) vs. Q3 2023
- New holders
- 25
- 61 more added
- Sold out
- 6
- 40 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 989,796 | $92.4M | 0.01% | +3,309+0.3% | Added |
| Bank of America Corp | 461,493 | $43.1M | 0.00% | −8,221−1.8% | Reduced |
| FMR LLC | 446,867 | $41.7M | 0.00% | +7,738+1.8% | Added |
| Wells Fargo & Company | 326,790 | $30.5M | 0.01% | +1,808+0.6% | Added |
| Todd Asset Management LLC | 279,896 | $26.1M | 0.58% | −5,992−2.1% | Reduced |
| BlackRock Inc. | 216,354 | $20.2M | 0.00% | −7,479−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 145,240 | $13.6M | 0.13% | −4,100−2.7% | Reduced |
| Northern Trust Corp | 128,834 | $12.0M | 0.00% | −1,335−1.0% | Reduced |
| Eagle Global Advisors LLC | 78,289 | $7.31M | 0.44% | −190−0.2% | Reduced |
| American Century Companies Inc | 75,114 | $7.01M | 0.00% | +6,550+9.6% | Added |
| O'Shaughnessy Asset Management, LLC | 71,932 | $6.72M | 0.09% | −9,472−11.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 61,461 | $5.74M | 0.01% | +5,962+10.7% | Added |
| Henry James International Management, Inc. | 58,963 | $5.51M | 2.07% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 54,808 | $5.12M | 0.12% | −5,787−9.6% | Reduced |
| QRG Capital Management, Inc. | 49,455 | $4.62M | 0.07% | +329+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $4.43M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 44,462 | $4.15M | 0.00% | −400−0.9% | Reduced |
| Mercer Global Advisors Inc | 37,508 | $3.50M | 0.01% | −1,185−3.1% | Reduced |
| Natixis Advisors, L.P. | 34,272 | $3.20M | 0.01% | +3,190+10.3% | Added |
| Envestnet Asset Management Inc | 31,917 | $2.98M | 0.00% | +1,342+4.4% | Added |
| Gilman Hill Asset Management, LLC | 29,950 | $2.80M | 0.52% | −2,230−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 20,985 | $1.96M | 0.04% | +1,221+6.2% | Added |
| Wambolt & Associates, LLC | 20,779 | $1.94M | 0.63% | +56+0.3% | Added |
| Veriti Management LLC | 19,421 | $1.81M | 0.16% | +2,420+14.2% | Added |
| Bank of New York Mellon Corp | 18,310 | $1.71M | 0.00% | +4,303+30.7% | Added |
| Naples Global Advisors, LLC | 18,088 | $1.69M | 0.19% | +330+1.9% | Added |
| Assetmark, Inc | 17,332 | $1.62M | 0.01% | +367+2.2% | Added |
| Quantinno Capital Management LP | 17,195 | $1.61M | 0.06% | +1,933+12.7% | Added |
| Ritholtz Wealth Management | 16,440 | $1.54M | 0.06% | +71+0.4% | Added |
| SEI Investments Co | 15,989 | $1.49M | 0.00% | +2,049+14.7% | Added |
| Paradigm Asset Management Co LLC | 15,900 | $1.48M | 0.39% | −400−2.5% | Reduced |
| Pathstone Holdings, LLC | 14,540 | $1.36M | 0.01% | +14,540 | New |
| Charles Schwab Investment Management Inc | 14,066 | $1.31M | 0.00% | +3,378+31.6% | Added |
| Dimensional Fund Advisors LP | 13,810 | $1.29M | 0.00% | +280+2.1% | Added |
| JustInvest LLC | 12,502 | $1.17M | 0.03% | +2,526+25.3% | Added |
| Cerity Partners LLC | 12,071 | $1.13M | 0.00% | +1,558+14.8% | Added |
| Rhumbline Advisers | 10,476 | $978.3K | 0.00% | +56+0.5% | Added |
| Fifth Third Bancorp | 10,290 | $961.0K | 0.00% | −301−2.8% | Reduced |
| Wetherby Asset Management Inc | 9,360 | $874.1K | 0.05% | −145−1.5% | Reduced |
| Brinker Capital Investments, LLC | 8,448 | $819.7K | 0.01% | −110−1.3% | Reduced |
| Orion Portfolio Solutions, LLC | 8,448 | $819.7K | 0.01% | −110−1.3% | Reduced |
| Greenleaf Trust | 8,750 | $817.2K | 0.01% | −1,461−14.3% | Reduced |
| Vident Advisory, LLC | 8,459 | $790.0K | 0.02% | +1,185+16.3% | Added |
| Citadel Advisors LLC | 7,977 | $745.0K | 0.00% | +165+2.1% | Added |
| Mariner, LLC | 7,808 | $729.2K | 0.00% | +87+1.1% | Added |
| The PNC Financial Services Group, Inc. | 7,343 | $685.8K | 0.00% | +41+0.6% | Added |
| D. E. Shaw & Co., Inc. | 7,242 | $676.3K | 0.00% | +1,246+20.8% | Added |
| Employees Retirement System of Texas | 6,882 | $643.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,831 | $639.0K | 0.00% | −33−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,834 | $638.2K | 0.06% | +118+1.8% | Added |
| Royal Bank of Canada | 7,022 | $633.0K | 0.00% | −38−0.5% | Reduced |
| State Street Corp | 6,717 | $627.3K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 6,687 | $624.5K | 0.64% | +6,687 | New |
| Jane Street Group, LLC | 6,554 | $612.1K | 0.00% | +3,565+119.3% | Added |
| US Bancorp | 6,530 | $609.8K | 0.00% | +143+2.2% | Added |
| Whittier Trust Co | 6,487 | $605.8K | 0.01% | +877+15.6% | Added |
| Cresset Asset Management, LLC | 6,440 | $601.4K | 0.00% | −148−2.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,279 | $586.0K | 0.20% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,857 | $547.0K | 0.00% | −46−0.8% | Reduced |
| Strategic Global Advisors, LLC | 5,737 | $535.8K | 0.12% | −1,313−18.6% | Reduced |
| DGS Capital Management, LLC | 5,678 | $530.3K | 0.20% | −114−2.0% | Reduced |
| Ativo Capital Management LLC | 5,300 | $495.0K | 0.53% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 4,962 | $463.4K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,589 | $428.6K | 0.01% | +925+25.2% | Added |
| Citigroup Inc | 4,386 | $409.6K | 0.00% | −327−6.9% | Reduced |
| Signaturefd, LLC | 4,368 | $407.9K | 0.01% | −21−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,295 | $401.1K | 0.00% | +250+6.2% | Added |
| Creative Planning | 4,193 | $391.6K | 0.00% | −17−0.4% | Reduced |
| CI Private Wealth, LLC | 4,127 | $385.4K | 0.00% | −57−1.4% | Reduced |
| Kathmere Capital Management, LLC | 4,118 | $384.6K | 0.05% | +195+5.0% | Added |
| Yousif Capital Management, LLC | 4,087 | $381.7K | 0.00% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 4,034 | $376.7K | 0.26% | +603+17.6% | Added |
| Ethic Inc. | 4,010 | $374.5K | 0.01% | +500+14.2% | Added |
| Ameriprise Financial Inc | 3,861 | $360.6K | 0.00% | −293−7.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,667 | $342.5K | 0.03% | +647+21.4% | Added |
| Advisor Group Holdings, Inc. | 3,504 | $327.8K | 0.00% | −1,141−24.6% | Reduced |
| MAI Capital Management | 3,190 | $297.9K | 0.00% | −227−6.6% | Reduced |
| Financial Counselors Inc | 3,051 | $284.9K | 0.01% | +65+2.2% | Added |
| BNP Paribas Arbitrage, SA | 3,000 | $280.2K | 0.00% | −900−23.1% | Reduced |
| Johnson Investment Counsel Inc | 2,959 | $276.3K | 0.00% | +500+20.3% | Added |
| UBS Group AG | 2,957 | $276.2K | 0.00% | +215+7.8% | Added |
| Lake Street Advisors Group, LLC | 2,951 | $275.6K | 0.01% | +2,951 | New |
| Franklin Resources Inc | 2,799 | $261.4K | 0.00% | +93+3.4% | Added |
| Park Avenue Securities LLC | 2,758 | $258.0K | 0.00% | +150+5.8% | Added |
| Old Mission Capital LLC | 2,723 | $254.3K | 0.01% | +2,723 | New |
| RNC Capital Management LLC | 2,660 | $248.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,603 | $243.0K | 0.00% | +2,603 | New |
| Captrust Financial Advisors | 2,596 | $242.4K | 0.00% | +146+6.0% | Added |
| Aaron Wealth Advisors | 2,475 | $231.1K | 0.04% | +129+5.5% | Added |
| Henshaw Capital LLC | 2,465 | $230.2K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,451 | $228.9K | 0.02% | +218+9.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,440 | $227.8K | 0.00% | −36−1.5% | Reduced |
| Quadrant Capital Group LLC | 2,437 | $227.6K | 0.02% | +10.0% | Added |
| Susquehanna International Group, LLP | 2,263 | $211.3K | 0.00% | +2,263 | New |
| First Affirmative Financial Network | 2,184 | $204.0K | 0.16% | +2,184 | New |
| Knights of Columbus Asset Advisors LLC | 1,970 | $184.0K | 0.01% | +1,970 | New |
| Parallel Advisors, LLC | 1,850 | $172.8K | 0.01% | +5+0.3% | Added |
| JPMorgan Chase & Co | 1,451 | $135.5K | 0.00% | −1,441−49.8% | Reduced |
| CWM, LLC | 812 | $76.0K | 0.00% | +99+13.9% | Added |
| Huntington National Bank | 787 | $73.5K | 0.00% | +109+16.1% | Added |