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 |
|---|---|---|---|---|---|
| Strategic Global Advisors, LLC | 5,673 | $625.2K | 0.14% | −64−1.1% | Reduced |
| Groupama Asset Managment | 57,600 | $633.1K | 0.01% | +57,600 | New |
| Janney Montgomery Scott LLC | 5,781 | $637.0K | 0.00% | −76−1.3% | Reduced |
| DGS Capital Management, LLC | 6,181 | $681.1K | 0.19% | +503+8.9% | Added |
| Lester Murray Antman dba SimplyRich | 6,279 | $692.0K | 0.22% | 00.0% | Unchanged |
| US Bancorp | 6,324 | $696.9K | 0.00% | −206−3.2% | Reduced |
| State Street Corp | 6,717 | $740.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,945 | $773.0K | 0.00% | +114+1.7% | Added |
| The PNC Financial Services Group, Inc. | 7,379 | $813.1K | 0.00% | +36+0.5% | Added |
| Whittier Trust Co | 7,634 | $841.3K | 0.01% | +1,147+17.7% | Added |
| Callan Capital, LLC | 7,643 | $842.3K | 0.07% | +7,643 | New |
| 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 |
| Cresset Asset Management, LLC | 8,489 | $935.6K | 0.00% | +2,049+31.8% | Added |
| Greenleaf Trust | 8,750 | $964.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,274 | $1.02M | 0.00% | −1,016−9.9% | Reduced |
| Wetherby Asset Management Inc | 9,373 | $1.03M | 0.05% | +13+0.1% | Added |
| Royal Bank of Canada | 9,394 | $1.04M | 0.00% | +2,372+33.8% | Added |
| Vident Advisory, LLC | 10,208 | $1.13M | 0.02% | +1,749+20.7% | Added |
| Rhumbline Advisers | 10,797 | $1.19M | 0.00% | +321+3.1% | Added |
| Mariner, LLC | 11,788 | $1.30M | 0.00% | +3,980+51.0% | Added |
| Ativo Capital Management LLC | 11,989 | $1.32M | 1.33% | +6,689+126.2% | Added |
| Goldman Sachs Group Inc | 13,345 | $1.47M | 0.00% | −31,117−70.0% | Reduced |
| Dimensional Fund Advisors LP | 13,810 | $1.52M | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 14,876 | $1.64M | 0.15% | +14,876 | New |
| Citadel Advisors LLC | 16,760 | $1.85M | 0.00% | +8,783+110.1% | Added |
| Ritholtz Wealth Management | 16,778 | $1.85M | 0.06% | +338+2.1% | Added |
| Naples Global Advisors, LLC | 17,913 | $1.98M | 0.20% | −175−1.0% | Reduced |
| Assetmark, Inc | 18,136 | $2.00M | 0.01% | +804+4.6% | Added |
| Bank of New York Mellon Corp | 18,279 | $2.01M | 0.00% | −31−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 18,371 | $2.02M | 0.00% | +4,305+30.6% | Added |
| Veriti Management LLC | 18,441 | $2.03M | 0.15% | −980−5.0% | Reduced |
| Wambolt & Associates, LLC | 19,800 | $2.08M | 0.62% | −979−4.7% | Reduced |
| Cerity Partners LLC | 18,982 | $2.09M | 0.01% | +6,911+57.3% | Added |
| Crossmark Global Holdings, Inc. | 19,154 | $2.11M | 0.04% | −1,831−8.7% | Reduced |
| SEI Investments Co | 19,473 | $2.15M | 0.00% | +3,484+21.8% | Added |
| JustInvest LLC | 19,825 | $2.18M | 0.05% | +7,323+58.6% | Added |
| Quantinno Capital Management LP | 22,131 | $2.44M | 0.05% | +4,936+28.7% | Added |
| Paradigm Asset Management Co LLC | 24,100 | $2.66M | 0.67% | +8,200+51.6% | Added |
| Pathstone Holdings, LLC | 25,991 | $2.86M | 0.01% | +11,451+78.8% | Added |
| Envestnet Asset Management Inc | 30,702 | $3.38M | 0.00% | −1,215−3.8% | Reduced |
| Gilman Hill Asset Management, LLC | 32,090 | $3.54M | 0.63% | +2,140+7.1% | Added |
| Natixis Advisors, L.P. | 35,156 | $3.87M | 0.01% | +884+2.6% | Added |
| Mercer Global Advisors Inc | 37,712 | $4.16M | 0.01% | +204+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $5.22M | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 51,899 | $5.72M | 0.07% | +2,444+4.9% | Added |
| Boston Common Asset Management, LLC | 58,169 | $6.41M | 0.15% | +3,361+6.1% | Added |
| Arrowstreet Capital, Limited Partnership | 58,322 | $6.43M | 0.01% | −3,139−5.1% | Reduced |
| Henry James International Management, Inc. | 59,017 | $6.50M | 2.01% | +54+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 67,550 | $7.44M | 0.08% | −4,382−6.1% | Reduced |
| Eagle Global Advisors LLC | 78,259 | $8.62M | 0.49% | −300.0% | Reduced |
| American Century Companies Inc | 80,269 | $8.85M | 0.01% | +5,155+6.9% | Added |
| Northern Trust Corp | 131,673 | $14.5M | 0.00% | +2,839+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 175,640 | $19.4M | 0.17% | +30,400+20.9% | Added |
| BlackRock Inc. | 206,088 | $22.7M | 0.00% | −10,266−4.7% | Reduced |
| Wells Fargo & Company | 224,171 | $24.7M | 0.01% | −102,619−31.4% | Reduced |
| Todd Asset Management LLC | 306,432 | $33.8M | 0.69% | +26,536+9.5% | Added |
| Bank of America Corp | 470,038 | $51.8M | 0.01% | +8,545+1.9% | Added |
| FMR LLC | 529,196 | $58.3M | 0.00% | +82,329+18.4% | Added |
| Morgan Stanley | 1,009,922 | $111.3M | 0.01% | +20,126+2.0% | Added |
| XY Capital Ltd | 0 | $0 | 0.00% | −6,687−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,554−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |