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, Q1 2024
Institutional positions in Orix Corp as of Mar 31, 2024. 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
- 160
- +10 vs. Q4 2023
- Shares held
- 4.41M
- +178.7K (+4.2%) vs. Q4 2023
- Total value
- $480.3M
- +$85.0M (+21.5%) vs. Q4 2023
- New holders
- 23
- 65 more added
- Sold out
- 13
- 40 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,009,922 | $111.3M | 0.01% | +20,126+2.0% | Added |
| FMR LLC | 529,196 | $58.3M | 0.00% | +82,329+18.4% | Added |
| Bank of America Corp | 470,038 | $51.8M | 0.01% | +8,545+1.9% | Added |
| Todd Asset Management LLC | 306,432 | $33.8M | 0.69% | +26,536+9.5% | Added |
| Wells Fargo & Company | 224,171 | $24.7M | 0.01% | −102,619−31.4% | Reduced |
| BlackRock Inc. | 206,088 | $22.7M | 0.00% | −10,266−4.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 175,640 | $19.4M | 0.17% | +30,400+20.9% | Added |
| Northern Trust Corp | 131,673 | $14.5M | 0.00% | +2,839+2.2% | Added |
| American Century Companies Inc | 80,269 | $8.85M | 0.01% | +5,155+6.9% | Added |
| Eagle Global Advisors LLC | 78,259 | $8.62M | 0.49% | −300.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 67,550 | $7.44M | 0.08% | −4,382−6.1% | Reduced |
| Henry James International Management, Inc. | 59,017 | $6.50M | 2.01% | +54+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 58,322 | $6.43M | 0.01% | −3,139−5.1% | Reduced |
| Boston Common Asset Management, LLC | 58,169 | $6.41M | 0.15% | +3,361+6.1% | Added |
| QRG Capital Management, Inc. | 51,899 | $5.72M | 0.07% | +2,444+4.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $5.22M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 37,712 | $4.16M | 0.01% | +204+0.5% | Added |
| Natixis Advisors, L.P. | 35,156 | $3.87M | 0.01% | +884+2.6% | Added |
| Gilman Hill Asset Management, LLC | 32,090 | $3.54M | 0.63% | +2,140+7.1% | Added |
| Envestnet Asset Management Inc | 30,702 | $3.38M | 0.00% | −1,215−3.8% | Reduced |
| Pathstone Holdings, LLC | 25,991 | $2.86M | 0.01% | +11,451+78.8% | Added |
| Paradigm Asset Management Co LLC | 24,100 | $2.66M | 0.67% | +8,200+51.6% | Added |
| Quantinno Capital Management LP | 22,131 | $2.44M | 0.05% | +4,936+28.7% | Added |
| JustInvest LLC | 19,825 | $2.18M | 0.05% | +7,323+58.6% | Added |
| SEI Investments Co | 19,473 | $2.15M | 0.00% | +3,484+21.8% | Added |
| Crossmark Global Holdings, Inc. | 19,154 | $2.11M | 0.04% | −1,831−8.7% | Reduced |
| Cerity Partners LLC | 18,982 | $2.09M | 0.01% | +6,911+57.3% | Added |
| Wambolt & Associates, LLC | 19,800 | $2.08M | 0.62% | −979−4.7% | Reduced |
| Veriti Management LLC | 18,441 | $2.03M | 0.15% | −980−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 18,371 | $2.02M | 0.00% | +4,305+30.6% | Added |
| Bank of New York Mellon Corp | 18,279 | $2.01M | 0.00% | −31−0.2% | Reduced |
| Assetmark, Inc | 18,136 | $2.00M | 0.01% | +804+4.6% | Added |
| Naples Global Advisors, LLC | 17,913 | $1.98M | 0.20% | −175−1.0% | Reduced |
| Ritholtz Wealth Management | 16,778 | $1.85M | 0.06% | +338+2.1% | Added |
| Citadel Advisors LLC | 16,760 | $1.85M | 0.00% | +8,783+110.1% | Added |
| BTC Capital Management, Inc. | 14,876 | $1.64M | 0.15% | +14,876 | New |
| Dimensional Fund Advisors LP | 13,810 | $1.52M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,345 | $1.47M | 0.00% | −31,117−70.0% | Reduced |
| Ativo Capital Management LLC | 11,989 | $1.32M | 1.33% | +6,689+126.2% | Added |
| Mariner, LLC | 11,788 | $1.30M | 0.00% | +3,980+51.0% | Added |
| Rhumbline Advisers | 10,797 | $1.19M | 0.00% | +321+3.1% | Added |
| Vident Advisory, LLC | 10,208 | $1.13M | 0.02% | +1,749+20.7% | Added |
| Royal Bank of Canada | 9,394 | $1.04M | 0.00% | +2,372+33.8% | Added |
| Wetherby Asset Management Inc | 9,373 | $1.03M | 0.05% | +13+0.1% | Added |
| Fifth Third Bancorp | 9,274 | $1.02M | 0.00% | −1,016−9.9% | Reduced |
| Greenleaf Trust | 8,750 | $964.3K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,489 | $935.6K | 0.00% | +2,049+31.8% | Added |
| Brinker Capital Investments, LLC | 8,390 | $924.6K | 0.01% | −58−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 8,390 | $924.6K | 0.01% | −58−0.7% | Reduced |
| Callan Capital, LLC | 7,643 | $842.3K | 0.07% | +7,643 | New |
| Whittier Trust Co | 7,634 | $841.3K | 0.01% | +1,147+17.7% | Added |
| The PNC Financial Services Group, Inc. | 7,379 | $813.1K | 0.00% | +36+0.5% | Added |
| HighTower Advisors, LLC | 6,945 | $773.0K | 0.00% | +114+1.7% | Added |
| State Street Corp | 6,717 | $740.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,324 | $696.9K | 0.00% | −206−3.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,279 | $692.0K | 0.22% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 6,181 | $681.1K | 0.19% | +503+8.9% | Added |
| Janney Montgomery Scott LLC | 5,781 | $637.0K | 0.00% | −76−1.3% | Reduced |
| Groupama Asset Managment | 57,600 | $633.1K | 0.01% | +57,600 | New |
| Strategic Global Advisors, LLC | 5,673 | $625.2K | 0.14% | −64−1.1% | Reduced |
| Advisors Asset Management, Inc. | 5,611 | $618.3K | 0.01% | +1,022+22.3% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $546.8K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 4,375 | $482.1K | 0.01% | +365+9.1% | Added |
| Creative Planning | 4,355 | $479.9K | 0.00% | +162+3.9% | Added |
| Employees Retirement System of Texas | 4,307 | $475.0K | 0.01% | −2,575−37.4% | Reduced |
| Citigroup Inc | 4,306 | $474.5K | 0.00% | −80−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,293 | $473.0K | 0.04% | −2,541−37.2% | Reduced |
| Sequoia Financial Advisors, LLC | 4,260 | $469.5K | 0.01% | −35−0.8% | Reduced |
| Kathmere Capital Management, LLC | 4,244 | $467.7K | 0.05% | +126+3.1% | Added |
| D. E. Shaw & Co., Inc. | 4,239 | $467.1K | 0.00% | −3,003−41.5% | Reduced |
| AlphaQ Advisors LLC | 4,204 | $463.3K | 0.28% | +170+4.2% | Added |
| CI Private Wealth, LLC | 4,169 | $459.4K | 0.00% | +42+1.0% | Added |
| Yousif Capital Management, LLC | 4,147 | $457.0K | 0.01% | +60+1.5% | Added |
| Signaturefd, LLC | 4,108 | $452.7K | 0.01% | −260−6.0% | Reduced |
| BNP Paribas Arbitrage, SA | 3,801 | $418.9K | 0.00% | +801+26.7% | Added |
| MAI Capital Management | 3,592 | $395.8K | 0.00% | +402+12.6% | Added |
| Grey Street Capital, LLC | 3,503 | $392.3K | 0.05% | +3,503 | New |
| Ameriprise Financial Inc | 3,484 | $383.9K | 0.00% | −377−9.8% | Reduced |
| Aaron Wealth Advisors | 3,480 | $383.5K | 0.05% | +1,005+40.6% | Added |
| UBS Group AG | 3,149 | $347.0K | 0.00% | +192+6.5% | Added |
| Financial Counselors Inc | 3,051 | $336.2K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,005 | $331.2K | 0.02% | +54+1.8% | Added |
| Johnson Investment Counsel Inc | 2,959 | $326.1K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,892 | $319.0K | 0.00% | +289+11.1% | Added |
| Park Avenue Securities LLC | 2,835 | $312.0K | 0.00% | +77+2.8% | Added |
| Franklin Resources Inc | 2,785 | $306.9K | 0.00% | −14−0.5% | Reduced |
| Neuberger Berman Group LLC | 2,654 | $292.5K | 0.00% | +2,654 | New |
| RNC Capital Management LLC | 2,640 | $290.9K | 0.02% | −20−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,618 | $288.5K | 0.02% | −1,049−28.6% | Reduced |
| Henshaw Capital LLC | 2,465 | $271.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,428 | $267.6K | 0.02% | −23−0.9% | Reduced |
| Quadrant Capital Group LLC | 2,396 | $264.0K | 0.02% | −41−1.7% | Reduced |
| First Affirmative Financial Network | 2,278 | $251.0K | 0.19% | +94+4.3% | Added |
| Prosperity Consulting Group, LLC | 2,271 | $250.3K | 0.03% | +2,271 | New |
| PDS Planning, Inc | 2,131 | $234.8K | 0.02% | +2,131 | New |
| AQR Capital Management LLC | 2,098 | $231.2K | 0.00% | +2,098 | New |
| Pitcairn Co | 2,069 | $228.0K | 0.01% | +2,069 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,059 | $226.9K | 0.03% | +2,059 | New |
| United Capital Financial Advisers, LLC | 1,998 | $220.2K | 0.00% | +1,998 | New |
| Dorsey & Whitney Trust CO LLC | 1,989 | $219.2K | 0.01% | +1,989 | New |