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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 2 | $220 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $441 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $772 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 8 | $846 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14 | $1.54K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $1.87K | 0.00% | +20 | New |
| Smithfield Trust Co | 19 | $2.00K | 0.00% | +19 | New |
| Jones Financial Companies LLLP | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 23 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 25 | $2.62K | 0.00% | −61−70.9% | Reduced |
| First Financial Corp | 26 | $2.87K | 0.00% | +26 | New |
| Creative Financial Designs Inc | 27 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $3.09K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $3.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $3.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $4.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 39 | $4.30K | 0.00% | −1−2.5% | Reduced |
| Continuum Advisory, LLC | 42 | $4.68K | 0.00% | +42 | New |
| Global Retirement Partners, LLC | 45 | $4.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 53 | $6.00K | 0.00% | +30+130.4% | Added |
| RFP Financial Group LLC | 55 | $6.06K | 0.00% | +21+61.8% | Added |
| Northwestern Mutual Wealth Management Co | 81 | $8.93K | 0.00% | +71+710.0% | Added |
| ZRC Wealth Management, LLC | 98 | $10.8K | 0.01% | +98 | New |
| Russell Investments Group, Ltd. | 117 | $12.9K | 0.00% | −48−29.1% | Reduced |
| CIBC Private Wealth Group, LLC | 129 | $13.5K | 0.00% | +129 | New |
| Steward Partners Investment Advisory, LLC | 134 | $14.8K | 0.00% | +60+81.1% | Added |
| Financial Management Professionals, Inc. | 145 | $16.0K | 0.00% | +4+2.8% | Added |
| Farmers & Merchants Investments Inc | 148 | $16.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 153 | $16.9K | 0.00% | +115+302.6% | Added |
| Principal Securities, Inc. | 155 | $17.1K | 0.00% | +58+59.8% | Added |
| Umb Bank N A | 212 | $23.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 218 | $24.0K | 0.00% | −395−64.4% | Reduced |
| Boyd Watterson Asset Management LLC | 240 | $26.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 242 | $26.7K | 0.02% | −67−21.7% | Reduced |
| Farther Finance Advisors, LLC | 283 | $29.7K | 0.00% | +17+6.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 276 | $30.4K | 0.00% | +276 | New |
| Zions Bancorporation, N.A. | 304 | $33.5K | 0.00% | −24−7.3% | Reduced |
| WealthCollab, LLC | 309 | $34.1K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 359 | $39.6K | 0.00% | −51−12.4% | Reduced |
| EverSource Wealth Advisors, LLC | 453 | $46.5K | 0.00% | +140+44.7% | Added |
| Whittier Trust Co of Nevada Inc | 465 | $51.2K | 0.00% | +396+573.9% | Added |
| Atlas Capital Advisors LLC | 617 | $68.0K | 0.01% | +41+7.1% | Added |
| Huntington National Bank | 635 | $70.0K | 0.00% | −152−19.3% | Reduced |
| Lindbrook Capital, LLC | 747 | $82.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 840 | $92.6K | 0.02% | +182+27.7% | Added |
| Allspring Global Investments Holdings, LLC | 842 | $92.8K | 0.00% | +485+135.9% | Added |
| CWM, LLC | 863 | $95.0K | 0.00% | +51+6.3% | Added |
| Advisor Group Holdings, Inc. | 893 | $98.4K | 0.00% | −2,611−74.5% | Reduced |
| Truist Financial Corp | 1,829 | $201.6K | 0.00% | +1,829 | New |
| Knights of Columbus Asset Advisors LLC | 1,849 | $203.8K | 0.01% | −121−6.1% | Reduced |
| Parallel Advisors, LLC | 1,871 | $206.2K | 0.01% | +21+1.1% | Added |
| Ascent Group, LLC | 1,925 | $212.1K | 0.02% | +1,925 | New |
| Atomi Financial Group, Inc. | 1,929 | $212.6K | 0.02% | +1,929 | New |
| JPMorgan Chase & Co | 1,971 | $217.2K | 0.00% | +520+35.8% | Added |
| Dorsey & Whitney Trust CO LLC | 1,989 | $219.2K | 0.01% | +1,989 | New |
| United Capital Financial Advisers, LLC | 1,998 | $220.2K | 0.00% | +1,998 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,059 | $226.9K | 0.03% | +2,059 | New |
| Pitcairn Co | 2,069 | $228.0K | 0.01% | +2,069 | New |
| AQR Capital Management LLC | 2,098 | $231.2K | 0.00% | +2,098 | New |
| PDS Planning, Inc | 2,131 | $234.8K | 0.02% | +2,131 | New |
| Prosperity Consulting Group, LLC | 2,271 | $250.3K | 0.03% | +2,271 | New |
| First Affirmative Financial Network | 2,278 | $251.0K | 0.19% | +94+4.3% | Added |
| Quadrant Capital Group LLC | 2,396 | $264.0K | 0.02% | −41−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,428 | $267.6K | 0.02% | −23−0.9% | Reduced |
| Henshaw Capital LLC | 2,465 | $271.6K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,618 | $288.5K | 0.02% | −1,049−28.6% | Reduced |
| RNC Capital Management LLC | 2,640 | $290.9K | 0.02% | −20−0.8% | Reduced |
| Neuberger Berman Group LLC | 2,654 | $292.5K | 0.00% | +2,654 | New |
| Franklin Resources Inc | 2,785 | $306.9K | 0.00% | −14−0.5% | Reduced |
| Park Avenue Securities LLC | 2,835 | $312.0K | 0.00% | +77+2.8% | Added |
| MML Investors Services, LLC | 2,892 | $319.0K | 0.00% | +289+11.1% | Added |
| Johnson Investment Counsel Inc | 2,959 | $326.1K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,005 | $331.2K | 0.02% | +54+1.8% | Added |
| Financial Counselors Inc | 3,051 | $336.2K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 3,149 | $347.0K | 0.00% | +192+6.5% | Added |
| Aaron Wealth Advisors | 3,480 | $383.5K | 0.05% | +1,005+40.6% | Added |
| Ameriprise Financial Inc | 3,484 | $383.9K | 0.00% | −377−9.8% | Reduced |
| Grey Street Capital, LLC | 3,503 | $392.3K | 0.05% | +3,503 | New |
| MAI Capital Management | 3,592 | $395.8K | 0.00% | +402+12.6% | Added |
| BNP Paribas Arbitrage, SA | 3,801 | $418.9K | 0.00% | +801+26.7% | Added |
| Signaturefd, LLC | 4,108 | $452.7K | 0.01% | −260−6.0% | Reduced |
| Yousif Capital Management, LLC | 4,147 | $457.0K | 0.01% | +60+1.5% | Added |
| CI Private Wealth, LLC | 4,169 | $459.4K | 0.00% | +42+1.0% | Added |
| AlphaQ Advisors LLC | 4,204 | $463.3K | 0.28% | +170+4.2% | Added |
| D. E. Shaw & Co., Inc. | 4,239 | $467.1K | 0.00% | −3,003−41.5% | Reduced |
| Kathmere Capital Management, LLC | 4,244 | $467.7K | 0.05% | +126+3.1% | Added |
| Sequoia Financial Advisors, LLC | 4,260 | $469.5K | 0.01% | −35−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,293 | $473.0K | 0.04% | −2,541−37.2% | Reduced |
| Citigroup Inc | 4,306 | $474.5K | 0.00% | −80−1.8% | Reduced |
| Employees Retirement System of Texas | 4,307 | $475.0K | 0.01% | −2,575−37.4% | Reduced |
| Creative Planning | 4,355 | $479.9K | 0.00% | +162+3.9% | Added |
| Ethic Inc. | 4,375 | $482.1K | 0.01% | +365+9.1% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $546.8K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,611 | $618.3K | 0.01% | +1,022+22.3% | Added |