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 |
|---|---|---|---|---|---|
| State Street Corp | 6,717 | $627.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,022 | $633.0K | 0.00% | −38−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,834 | $638.2K | 0.06% | +118+1.8% | Added |
| HighTower Advisors, LLC | 6,831 | $639.0K | 0.00% | −33−0.5% | Reduced |
| Employees Retirement System of Texas | 6,882 | $643.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,242 | $676.3K | 0.00% | +1,246+20.8% | Added |
| The PNC Financial Services Group, Inc. | 7,343 | $685.8K | 0.00% | +41+0.6% | Added |
| Mariner, LLC | 7,808 | $729.2K | 0.00% | +87+1.1% | Added |
| Citadel Advisors LLC | 7,977 | $745.0K | 0.00% | +165+2.1% | Added |
| Vident Advisory, LLC | 8,459 | $790.0K | 0.02% | +1,185+16.3% | Added |
| Greenleaf Trust | 8,750 | $817.2K | 0.01% | −1,461−14.3% | 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 |
| Wetherby Asset Management Inc | 9,360 | $874.1K | 0.05% | −145−1.5% | Reduced |
| Fifth Third Bancorp | 10,290 | $961.0K | 0.00% | −301−2.8% | Reduced |
| Rhumbline Advisers | 10,476 | $978.3K | 0.00% | +56+0.5% | Added |
| Cerity Partners LLC | 12,071 | $1.13M | 0.00% | +1,558+14.8% | Added |
| JustInvest LLC | 12,502 | $1.17M | 0.03% | +2,526+25.3% | Added |
| Dimensional Fund Advisors LP | 13,810 | $1.29M | 0.00% | +280+2.1% | Added |
| Charles Schwab Investment Management Inc | 14,066 | $1.31M | 0.00% | +3,378+31.6% | Added |
| Pathstone Holdings, LLC | 14,540 | $1.36M | 0.01% | +14,540 | New |
| Paradigm Asset Management Co LLC | 15,900 | $1.48M | 0.39% | −400−2.5% | Reduced |
| SEI Investments Co | 15,989 | $1.49M | 0.00% | +2,049+14.7% | Added |
| Ritholtz Wealth Management | 16,440 | $1.54M | 0.06% | +71+0.4% | Added |
| Quantinno Capital Management LP | 17,195 | $1.61M | 0.06% | +1,933+12.7% | Added |
| Assetmark, Inc | 17,332 | $1.62M | 0.01% | +367+2.2% | Added |
| Naples Global Advisors, LLC | 18,088 | $1.69M | 0.19% | +330+1.9% | Added |
| Bank of New York Mellon Corp | 18,310 | $1.71M | 0.00% | +4,303+30.7% | Added |
| Veriti Management LLC | 19,421 | $1.81M | 0.16% | +2,420+14.2% | Added |
| Wambolt & Associates, LLC | 20,779 | $1.94M | 0.63% | +56+0.3% | Added |
| Crossmark Global Holdings, Inc. | 20,985 | $1.96M | 0.04% | +1,221+6.2% | Added |
| Gilman Hill Asset Management, LLC | 29,950 | $2.80M | 0.52% | −2,230−6.9% | Reduced |
| Envestnet Asset Management Inc | 31,917 | $2.98M | 0.00% | +1,342+4.4% | Added |
| Natixis Advisors, L.P. | 34,272 | $3.20M | 0.01% | +3,190+10.3% | Added |
| Mercer Global Advisors Inc | 37,508 | $3.50M | 0.01% | −1,185−3.1% | Reduced |
| Goldman Sachs Group Inc | 44,462 | $4.15M | 0.00% | −400−0.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $4.43M | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 49,455 | $4.62M | 0.07% | +329+0.7% | Added |
| Boston Common Asset Management, LLC | 54,808 | $5.12M | 0.12% | −5,787−9.6% | Reduced |
| Henry James International Management, Inc. | 58,963 | $5.51M | 2.07% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 61,461 | $5.74M | 0.01% | +5,962+10.7% | Added |
| O'Shaughnessy Asset Management, LLC | 71,932 | $6.72M | 0.09% | −9,472−11.6% | Reduced |
| American Century Companies Inc | 75,114 | $7.01M | 0.00% | +6,550+9.6% | Added |
| Eagle Global Advisors LLC | 78,289 | $7.31M | 0.44% | −190−0.2% | Reduced |
| Northern Trust Corp | 128,834 | $12.0M | 0.00% | −1,335−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 145,240 | $13.6M | 0.13% | −4,100−2.7% | Reduced |
| BlackRock Inc. | 216,354 | $20.2M | 0.00% | −7,479−3.3% | Reduced |
| Todd Asset Management LLC | 279,896 | $26.1M | 0.58% | −5,992−2.1% | Reduced |
| Wells Fargo & Company | 326,790 | $30.5M | 0.01% | +1,808+0.6% | Added |
| FMR LLC | 446,867 | $41.7M | 0.00% | +7,738+1.8% | Added |
| Bank of America Corp | 461,493 | $43.1M | 0.00% | −8,221−1.8% | Reduced |
| Morgan Stanley | 989,796 | $92.4M | 0.01% | +3,309+0.3% | Added |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −9,083−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |