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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, 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.

Institutional holdersQ4 2023: 152 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 heldQ4 2023: $395.3M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2023.

Institutions holding IX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC747$69.8K0.01%−3−0.4%Reduced
GAMMA Investing LLC658$62.9K0.02%+658New
Ronald Blue Trust, Inc.613$57.0K0.00%+318+107.8%Added
Atlas Capital Advisors LLC576$53.8K0.01%+463+409.7%Added
Glassman Wealth Services429$40.1K0.01%+30+7.5%Added
Tower Research Capital LLC (TRC)410$38.3K0.00%+199+94.3%Added
Allspring Global Investments Holdings, LLC357$33.3K0.00%00.0%Unchanged
Zions Bancorporation, N.A.328$30.6K0.00%−1−0.3%Reduced
EverSource Wealth Advisors, LLC313$29.2K0.00%+62+24.7%Added
Bruce G. Allen Investments, LLC309$28.9K0.03%+309New
WealthCollab, LLC309$28.9K0.02%+309New
Aquatic Capital Management LLC300$28.0K0.00%+300New
Farther Finance Advisors, LLC266$24.9K0.00%+234+731.3%Added
Boyd Watterson Asset Management LLC240$22.4K0.01%00.0%Unchanged
Umb Bank N A212$19.8K0.00%−22−9.4%Reduced
Russell Investments Group, Ltd.165$15.4K0.00%−653−79.8%Reduced
Farmers & Merchants Investments Inc148$13.8K0.00%00.0%Unchanged
Financial Management Professionals, Inc.141$13.0K0.00%+10+7.6%Added
BKM Wealth Management, LLC125$11.7K0.00%+125New
Principal Securities, Inc.97$9.06K0.00%+97New
Bokf, NA86$8.03K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC74$6.91K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc69$6.44K0.00%+69New
JFS Wealth Advisors, LLC62$5.79K0.00%+62New
Global Retirement Partners, LLC45$4.32K0.00%00.0%Unchanged
Allworth Financial LP40$3.74K0.00%+18+81.8%Added
GWM Advisors LLC38$3.55K0.00%+38New
Raffa Wealth Management, LLC37$3.46K0.00%00.0%Unchanged
Advisory Services Network, LLC35$3.27K0.00%+35New
RFP Financial Group LLC34$3.17K0.00%−54−61.4%Reduced
CVA Family Office, LLC34$3.17K0.00%+34New
Kayne Anderson Rudnick Investment Management LLC29$2.71K0.00%+14+93.3%Added
Bell Investment Advisors, Inc28$2.62K0.00%−7−20.0%Reduced
Creative Financial Designs Inc27$2.52K0.00%00.0%Unchanged
First Horizon Advisors, Inc.24$2.24K0.00%+7+41.2%Added
Bartlett & Co. Wealth Management LLC23$2.14K0.00%00.0%Unchanged
GW&K Investment Management, LLC23$2.00K0.00%00.0%Unchanged
Bartlett & Co. LLC23$2.00K0.00%00.0%Unchanged
IFP Advisors, Inc21$1.96K0.00%00.0%Unchanged
Jones Financial Companies LLLP19$1.77K0.00%+19New
Geneos Wealth Management Inc.14$1.31K0.00%+14New
Bourgeon Capital Management LLC13$1.22K0.00%+5+62.5%Added
Beaird Harris Wealth Management, LLC13$1.22K0.00%+13New
Smartleaf Asset Management LLC13$1.21K0.00%+13New
Abound Wealth Management11$1.03K0.00%+2+22.2%Added
TD Private Client Wealth LLC11$1.03K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co10$9340.00%−46−82.1%Reduced
Baystate Wealth Management LLC7$7180.00%00.0%Unchanged
Institutional & Family Asset Management, LLC8$7170.00%00.0%Unchanged
Johnson Financial Group, Inc.7$6540.00%+7New
ClariVest Asset Management LLC4$3730.00%+4New
Cornerstone Planning Group LLC3$2800.00%00.0%Unchanged
Calamos Advisors LLC0$00.00%−9,083−100.0%Sold out
Baldwin Brothers Inc0$00.00%−1,975−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−100−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−85−100.0%Sold out
Perkins Coie Trust Co0$00.00%−17−100.0%Sold out
Bogart Wealth, LLC0$00.00%−4−100.0%Sold out
BTC Capital Management, Inc.––––Not filed
Advisor Partners II, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed