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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 3 | $280 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $373 | 0.00% | +4 | New |
| Johnson Financial Group, Inc. | 7 | $654 | 0.00% | +7 | New |
| Institutional & Family Asset Management, LLC | 8 | $717 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $718 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $934 | 0.00% | −46−82.1% | Reduced |
| TD Private Client Wealth LLC | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $1.03K | 0.00% | +2+22.2% | Added |
| Smartleaf Asset Management LLC | 13 | $1.21K | 0.00% | +13 | New |
| Bourgeon Capital Management LLC | 13 | $1.22K | 0.00% | +5+62.5% | Added |
| Beaird Harris Wealth Management, LLC | 13 | $1.22K | 0.00% | +13 | New |
| Geneos Wealth Management Inc. | 14 | $1.31K | 0.00% | +14 | New |
| Jones Financial Companies LLLP | 19 | $1.77K | 0.00% | +19 | New |
| IFP Advisors, Inc | 21 | $1.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 23 | $2.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $2.24K | 0.00% | +7+41.2% | Added |
| Creative Financial Designs Inc | 27 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $2.62K | 0.00% | −7−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $2.71K | 0.00% | +14+93.3% | Added |
| RFP Financial Group LLC | 34 | $3.17K | 0.00% | −54−61.4% | Reduced |
| CVA Family Office, LLC | 34 | $3.17K | 0.00% | +34 | New |
| Advisory Services Network, LLC | 35 | $3.27K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 37 | $3.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 38 | $3.55K | 0.00% | +38 | New |
| Allworth Financial LP | 40 | $3.74K | 0.00% | +18+81.8% | Added |
| Global Retirement Partners, LLC | 45 | $4.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $5.79K | 0.00% | +62 | New |
| Whittier Trust Co of Nevada Inc | 69 | $6.44K | 0.00% | +69 | New |
| Steward Partners Investment Advisory, LLC | 74 | $6.91K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 86 | $8.03K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 97 | $9.06K | 0.00% | +97 | New |
| BKM Wealth Management, LLC | 125 | $11.7K | 0.00% | +125 | New |
| Financial Management Professionals, Inc. | 141 | $13.0K | 0.00% | +10+7.6% | Added |
| Farmers & Merchants Investments Inc | 148 | $13.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 165 | $15.4K | 0.00% | −653−79.8% | Reduced |
| Umb Bank N A | 212 | $19.8K | 0.00% | −22−9.4% | Reduced |
| Boyd Watterson Asset Management LLC | 240 | $22.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $24.9K | 0.00% | +234+731.3% | Added |
| Aquatic Capital Management LLC | 300 | $28.0K | 0.00% | +300 | New |
| Bruce G. Allen Investments, LLC | 309 | $28.9K | 0.03% | +309 | New |
| WealthCollab, LLC | 309 | $28.9K | 0.02% | +309 | New |
| EverSource Wealth Advisors, LLC | 313 | $29.2K | 0.00% | +62+24.7% | Added |
| Zions Bancorporation, N.A. | 328 | $30.6K | 0.00% | −1−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 357 | $33.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 410 | $38.3K | 0.00% | +199+94.3% | Added |
| Glassman Wealth Services | 429 | $40.1K | 0.01% | +30+7.5% | Added |
| Atlas Capital Advisors LLC | 576 | $53.8K | 0.01% | +463+409.7% | Added |
| Ronald Blue Trust, Inc. | 613 | $57.0K | 0.00% | +318+107.8% | Added |
| GAMMA Investing LLC | 658 | $62.9K | 0.02% | +658 | New |
| Lindbrook Capital, LLC | 747 | $69.8K | 0.01% | −3−0.4% | Reduced |
| Huntington National Bank | 787 | $73.5K | 0.00% | +109+16.1% | Added |
| CWM, LLC | 812 | $76.0K | 0.00% | +99+13.9% | Added |
| JPMorgan Chase & Co | 1,451 | $135.5K | 0.00% | −1,441−49.8% | Reduced |
| Parallel Advisors, LLC | 1,850 | $172.8K | 0.01% | +5+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 1,970 | $184.0K | 0.01% | +1,970 | New |
| First Affirmative Financial Network | 2,184 | $204.0K | 0.16% | +2,184 | New |
| Susquehanna International Group, LLP | 2,263 | $211.3K | 0.00% | +2,263 | New |
| Quadrant Capital Group LLC | 2,437 | $227.6K | 0.02% | +10.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,440 | $227.8K | 0.00% | −36−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 2,451 | $228.9K | 0.02% | +218+9.8% | Added |
| Henshaw Capital LLC | 2,465 | $230.2K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,475 | $231.1K | 0.04% | +129+5.5% | Added |
| Captrust Financial Advisors | 2,596 | $242.4K | 0.00% | +146+6.0% | Added |
| MML Investors Services, LLC | 2,603 | $243.0K | 0.00% | +2,603 | New |
| RNC Capital Management LLC | 2,660 | $248.4K | 0.01% | 00.0% | Unchanged |
| Old Mission Capital LLC | 2,723 | $254.3K | 0.01% | +2,723 | New |
| Park Avenue Securities LLC | 2,758 | $258.0K | 0.00% | +150+5.8% | Added |
| Franklin Resources Inc | 2,799 | $261.4K | 0.00% | +93+3.4% | Added |
| Lake Street Advisors Group, LLC | 2,951 | $275.6K | 0.01% | +2,951 | New |
| UBS Group AG | 2,957 | $276.2K | 0.00% | +215+7.8% | Added |
| Johnson Investment Counsel Inc | 2,959 | $276.3K | 0.00% | +500+20.3% | Added |
| BNP Paribas Arbitrage, SA | 3,000 | $280.2K | 0.00% | −900−23.1% | Reduced |
| Financial Counselors Inc | 3,051 | $284.9K | 0.01% | +65+2.2% | Added |
| MAI Capital Management | 3,190 | $297.9K | 0.00% | −227−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,504 | $327.8K | 0.00% | −1,141−24.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,667 | $342.5K | 0.03% | +647+21.4% | Added |
| Ameriprise Financial Inc | 3,861 | $360.6K | 0.00% | −293−7.1% | Reduced |
| Ethic Inc. | 4,010 | $374.5K | 0.01% | +500+14.2% | Added |
| AlphaQ Advisors LLC | 4,034 | $376.7K | 0.26% | +603+17.6% | Added |
| Yousif Capital Management, LLC | 4,087 | $381.7K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,118 | $384.6K | 0.05% | +195+5.0% | Added |
| CI Private Wealth, LLC | 4,127 | $385.4K | 0.00% | −57−1.4% | Reduced |
| Creative Planning | 4,193 | $391.6K | 0.00% | −17−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 4,295 | $401.1K | 0.00% | +250+6.2% | Added |
| Signaturefd, LLC | 4,368 | $407.9K | 0.01% | −21−0.5% | Reduced |
| Citigroup Inc | 4,386 | $409.6K | 0.00% | −327−6.9% | Reduced |
| Advisors Asset Management, Inc. | 4,589 | $428.6K | 0.01% | +925+25.2% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $463.4K | 0.02% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 5,300 | $495.0K | 0.53% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,678 | $530.3K | 0.20% | −114−2.0% | Reduced |
| Strategic Global Advisors, LLC | 5,737 | $535.8K | 0.12% | −1,313−18.6% | Reduced |
| Janney Montgomery Scott LLC | 5,857 | $547.0K | 0.00% | −46−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,279 | $586.0K | 0.20% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,440 | $601.4K | 0.00% | −148−2.2% | Reduced |
| Whittier Trust Co | 6,487 | $605.8K | 0.01% | +877+15.6% | Added |
| US Bancorp | 6,530 | $609.8K | 0.00% | +143+2.2% | Added |
| Jane Street Group, LLC | 6,554 | $612.1K | 0.00% | +3,565+119.3% | Added |
| XY Capital Ltd | 6,687 | $624.5K | 0.64% | +6,687 | New |