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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, 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.

Institutional holdersQ1 2024: 160 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 heldQ1 2024: $480.3M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2023.

Institutions holding IX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co1,971$217.2K0.00%+520+35.8%Added
Atomi Financial Group, Inc.1,929$212.6K0.02%+1,929New
Ascent Group, LLC1,925$212.1K0.02%+1,925New
Parallel Advisors, LLC1,871$206.2K0.01%+21+1.1%Added
Knights of Columbus Asset Advisors LLC1,849$203.8K0.01%−121−6.1%Reduced
Truist Financial Corp1,829$201.6K0.00%+1,829New
Advisor Group Holdings, Inc.893$98.4K0.00%−2,611−74.5%Reduced
CWM, LLC863$95.0K0.00%+51+6.3%Added
Allspring Global Investments Holdings, LLC842$92.8K0.00%+485+135.9%Added
GAMMA Investing LLC840$92.6K0.02%+182+27.7%Added
Lindbrook Capital, LLC747$82.3K0.01%00.0%Unchanged
Huntington National Bank635$70.0K0.00%−152−19.3%Reduced
Atlas Capital Advisors LLC617$68.0K0.01%+41+7.1%Added
Whittier Trust Co of Nevada Inc465$51.2K0.00%+396+573.9%Added
EverSource Wealth Advisors, LLC453$46.5K0.00%+140+44.7%Added
Tower Research Capital LLC (TRC)359$39.6K0.00%−51−12.4%Reduced
WealthCollab, LLC309$34.1K0.03%00.0%Unchanged
Zions Bancorporation, N.A.304$33.5K0.00%−24−7.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC276$30.4K0.00%+276New
Farther Finance Advisors, LLC283$29.7K0.00%+17+6.4%Added
Bruce G. Allen Investments, LLC242$26.7K0.02%−67−21.7%Reduced
Boyd Watterson Asset Management LLC240$26.4K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.218$24.0K0.00%−395−64.4%Reduced
Umb Bank N A212$23.4K0.00%00.0%Unchanged
Principal Securities, Inc.155$17.1K0.00%+58+59.8%Added
GWM Advisors LLC153$16.9K0.00%+115+302.6%Added
Farmers & Merchants Investments Inc148$16.3K0.00%00.0%Unchanged
Financial Management Professionals, Inc.145$16.0K0.00%+4+2.8%Added
Steward Partners Investment Advisory, LLC134$14.8K0.00%+60+81.1%Added
CIBC Private Wealth Group, LLC129$13.5K0.00%+129New
Russell Investments Group, Ltd.117$12.9K0.00%−48−29.1%Reduced
ZRC Wealth Management, LLC98$10.8K0.01%+98New
Northwestern Mutual Wealth Management Co81$8.93K0.00%+71+710.0%Added
RFP Financial Group LLC55$6.06K0.00%+21+61.8%Added
GW&K Investment Management, LLC53$6.00K0.00%+30+130.4%Added
Global Retirement Partners, LLC45$4.96K0.00%00.0%Unchanged
Continuum Advisory, LLC42$4.68K0.00%+42New
Allworth Financial LP39$4.30K0.00%−1−2.5%Reduced
Raffa Wealth Management, LLC37$4.08K0.00%00.0%Unchanged
CVA Family Office, LLC34$3.75K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC29$3.20K0.00%00.0%Unchanged
Bell Investment Advisors, Inc28$3.09K0.00%00.0%Unchanged
Creative Financial Designs Inc27$2.98K0.00%00.0%Unchanged
First Financial Corp26$2.87K0.00%+26New
Bokf, NA25$2.62K0.00%−61−70.9%Reduced
Bartlett & Co. Wealth Management LLC23$2.54K0.00%00.0%Unchanged
IFP Advisors, Inc21$2.31K0.00%00.0%Unchanged
Jones Financial Companies LLLP19$2.09K0.00%00.0%Unchanged
Smithfield Trust Co19$2.00K0.00%+19New
Mather Group, LLC.20$1.87K0.00%+20New
Geneos Wealth Management Inc.14$1.54K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC13$1.43K0.00%00.0%Unchanged
Smartleaf Asset Management LLC13$1.43K0.00%00.0%Unchanged
Abound Wealth Management11$1.21K0.00%00.0%Unchanged
TD Private Client Wealth LLC11$1.21K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC8$8460.00%00.0%Unchanged
Johnson Financial Group, Inc.7$7720.00%00.0%Unchanged
ClariVest Asset Management LLC4$4410.00%00.0%Unchanged
Cornerstone Planning Group LLC3$3140.00%00.0%Unchanged
Sofos Investments, Inc.2$2200.00%+2New
XY Capital Ltd0$00.00%−6,687−100.0%Sold out
Jane Street Group, LLC0$00.00%−6,554−100.0%Sold out
Old Mission Capital LLC0$00.00%−2,723−100.0%Sold out
Captrust Financial Advisors0$00.00%−2,596−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−2,440−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−2,263−100.0%Sold out
Glassman Wealth Services0$00.00%−429−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−300−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−125−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−62−100.0%Sold out
Advisory Services Network, LLC0$00.00%−35−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−24−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−13−100.0%Sold out
Bartlett & Co. LLC––––Not filed
Baystate Wealth Management LLC––––Not filed