Orix Corp

Exchange: NYSE
Industry: Miscellaneous Business Credit Institution
SEC CIK: 0001070304

SEC filings (opens in a new tab)

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

Q1 2024 vs. Q4 2023

How the institutions holding Orix Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of IX: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	152	2	160	+10
Shares	4.23M	30	4.41M	+178.7K (+4.2%)
Value	$395.3M	$2.72K	$480.3M	+$85.0M (+21.5%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Orix Corp at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to IX in Q1 2024
Institution	Shares	Value	% of portfolio
BTC Capital Management, Inc.	14,876	$1.64M	0.15%
Callan Capital, LLC	7,643	$842.3K	0.07%
Groupama Asset Managment	57,600	$633.1K	0.01%
Grey Street Capital, LLC	3,503	$392.3K	0.05%
Neuberger Berman Group LLC	2,654	$292.5K	0.00%
Prosperity Consulting Group, LLC	2,271	$250.3K	0.03%
PDS Planning, Inc	2,131	$234.8K	0.02%
AQR Capital Management LLC	2,098	$231.2K	0.00%
Pitcairn Co	2,069	$228.0K	0.01%
Pinnacle Wealth Planning Services, Inc.	2,059	$226.9K	0.03%
United Capital Financial Advisers, LLC	1,998	$220.2K	0.00%
Dorsey & Whitney Trust CO LLC	1,989	$219.2K	0.01%
Atomi Financial Group, Inc.	1,929	$212.6K	0.02%
Ascent Group, LLC	1,925	$212.1K	0.02%
Truist Financial Corp	1,829	$201.6K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	276	$30.4K	0.00%
CIBC Private Wealth Group, LLC	129	$13.5K	0.00%
ZRC Wealth Management, LLC	98	$10.8K	0.01%
Continuum Advisory, LLC	42	$4.68K	0.00%
First Financial Corp	26	$2.87K	0.00%
Smithfield Trust Co	19	$2.00K	0.00%
Mather Group, LLC.	20	$1.87K	0.00%
Sofos Investments, Inc.	2	$220	0.00%

Sold out (13)

Institutions that held Orix Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of IX in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
XY Capital Ltd	6,687	$624.5K
Jane Street Group, LLC	6,554	$612.1K
Old Mission Capital LLC	2,723	$254.3K
Captrust Financial Advisors	2,596	$242.4K
Raymond James Financial Services Advisors, Inc.	2,440	$227.8K
Susquehanna International Group, LLP	2,263	$211.3K
Glassman Wealth Services	429	$40.1K
Aquatic Capital Management LLC	300	$28.0K
BKM Wealth Management, LLC	125	$11.7K
JFS Wealth Advisors, LLC	62	$5.79K
Advisory Services Network, LLC	35	$3.27K
First Horizon Advisors, Inc.	24	$2.24K
Bourgeon Capital Management LLC	13	$1.22K

Not filed for Q1 2024 yet (2)

Institutions that held Orix Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Bartlett & Co. LLC	23	$2.00K
Baystate Wealth Management LLC	7	$718