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, Q2 2024
Institutional positions in Orix Corp as of Jun 30, 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
- 172
- +13 vs. Q1 2024
- Shares held
- 4.54M
- +129.4K (+2.9%) vs. Q1 2024
- Total value
- $679.8M
- +$199.9M (+41.7%) vs. Q1 2024
- New holders
- 24
- 72 more added
- Sold out
- 11
- 50 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $785.0M |
| Q3 2025 | 217 | $666.7M |
| Q2 2025 | 209 | $573.1M |
| Q1 2025 | 191 | $519.3M |
| Q4 2024 | 190 | $511.8M |
| Q3 2024 | 175 | $520.6M |
| Q2 2024 | 172 | $681.2M |
| Q1 2024 | 160 | $703.9M |
| Q4 2023 | 152 | $487.9M |
| Q3 2023 | 136 | $396.5M |
| Q2 2023 | 130 | $374.7M |
| Q1 2023 | 123 | $341.1M |
| Q4 2022 | 129 | $306.4M |
| Q3 2022 | 124 | $270.2M |
| Q2 2022 | 139 | $327.8M |
| Q1 2022 | 143 | $402.6M |
| Q4 2021 | 148 | $421.0M |
| Q3 2021 | 135 | $364.8M |
| Q2 2021 | 121 | $331.3M |
| Q1 2021 | 126 | $329.0M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Groupama Asset Managment | 50,736 | $180.2M | 2.45% | −6,864−11.9% | Reduced |
| Morgan Stanley | 1,021,428 | $113.7M | 0.01% | +11,506+1.1% | Added |
| FMR LLC | 589,511 | $65.6M | 0.00% | +60,315+11.4% | Added |
| Bank of America Corp | 472,953 | $52.6M | 0.01% | +2,915+0.6% | Added |
| Todd Asset Management LLC | 346,285 | $38.5M | 0.80% | +39,853+13.0% | Added |
| Wells Fargo & Company | 219,178 | $24.4M | 0.01% | −4,993−2.2% | Reduced |
| BlackRock Inc. | 198,391 | $22.1M | 0.00% | −7,697−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 197,640 | $22.0M | 0.20% | +22,000+12.5% | Added |
| Northern Trust Corp | 132,171 | $14.7M | 0.00% | +498+0.4% | Added |
| American Century Companies Inc | 85,051 | $9.47M | 0.01% | +4,782+6.0% | Added |
| Eagle Global Advisors LLC | 78,864 | $8.78M | 0.46% | +605+0.8% | Added |
| Henry James International Management, Inc. | 60,580 | $6.74M | 2.39% | +1,563+2.6% | Added |
| Boston Common Asset Management, LLC | 55,961 | $6.23M | 0.16% | −2,208−3.8% | Reduced |
| QRG Capital Management, Inc. | 52,757 | $5.87M | 0.07% | +858+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 51,360 | $5.72M | 0.06% | −16,190−24.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 49,090 | $5.46M | 0.00% | −9,232−15.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $5.28M | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 38,537 | $4.29M | 0.01% | +3,381+9.6% | Added |
| Mercer Global Advisors Inc | 37,902 | $4.22M | 0.01% | +190+0.5% | Added |
| Gilman Hill Asset Management, LLC | 32,025 | $3.56M | 0.65% | −65−0.2% | Reduced |
| Quantinno Capital Management LP | 29,332 | $3.26M | 0.06% | +7,201+32.5% | Added |
| Pathstone Holdings, LLC | 28,235 | $3.14M | 0.01% | +2,244+8.6% | Added |
| Envestnet Asset Management Inc | 25,165 | $2.80M | 0.00% | −5,537−18.0% | Reduced |
| JustInvest LLC | 23,956 | $2.66M | 0.05% | +4,131+20.8% | Added |
| Charles Schwab Investment Management Inc | 23,225 | $2.58M | 0.00% | +4,854+26.4% | Added |
| SEI Investments Co | 20,673 | $2.30M | 0.00% | +1,200+6.2% | Added |
| Wambolt & Associates, LLC | 20,473 | $2.27M | 0.66% | +673+3.4% | Added |
| Paradigm Asset Management Co LLC | 20,400 | $2.27M | 0.63% | −3,700−15.4% | Reduced |
| Bank of New York Mellon Corp | 19,461 | $2.17M | 0.00% | +1,182+6.5% | Added |
| Crossmark Global Holdings, Inc. | 18,883 | $2.10M | 0.04% | −271−1.4% | Reduced |
| Assetmark, Inc | 18,713 | $2.08M | 0.01% | +577+3.2% | Added |
| Veriti Management LLC | 17,938 | $2.00M | 0.12% | −503−2.7% | Reduced |
| Naples Global Advisors, LLC | 17,913 | $1.99M | 0.20% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 16,678 | $1.86M | 0.00% | +3,333+25.0% | Added |
| Ritholtz Wealth Management | 16,328 | $1.82M | 0.06% | −450−2.7% | Reduced |
| Mariner, LLC | 14,275 | $1.59M | 0.00% | +2,487+21.1% | Added |
| BTC Capital Management, Inc. | 14,062 | $1.57M | 0.15% | −814−5.5% | Reduced |
| Cerity Partners LLC | 13,857 | $1.54M | 0.00% | −5,125−27.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,931 | $1.44M | 0.01% | +12,931 | New |
| Dimensional Fund Advisors LP | 12,904 | $1.44M | 0.00% | −906−6.6% | Reduced |
| Vident Advisory, LLC | 12,473 | $1.39M | 0.04% | +2,265+22.2% | Added |
| Ativo Capital Management LLC | 11,890 | $1.32M | 1.37% | −99−0.8% | Reduced |
| Cresset Asset Management, LLC | 10,963 | $1.22M | 0.01% | +2,474+29.1% | Added |
| Rhumbline Advisers | 10,407 | $1.16M | 0.00% | −390−3.6% | Reduced |
| Fifth Third Bancorp | 10,095 | $1.12M | 0.00% | +821+8.9% | Added |
| Royal Bank of Canada | 9,638 | $1.07M | 0.00% | +244+2.6% | Added |
| Callan Capital, LLC | 9,455 | $1.05M | 0.09% | +1,812+23.7% | Added |
| Wetherby Asset Management Inc | 9,253 | $1.03M | 0.05% | −120−1.3% | Reduced |
| Greenleaf Trust | 8,750 | $973.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 8,465 | $942.1K | 0.01% | +831+10.9% | Added |
| Brinker Capital Investments, LLC | 8,049 | $895.9K | 0.01% | −341−4.1% | Reduced |
| Orion Portfolio Solutions, LLC | 8,049 | $895.9K | 0.01% | −341−4.1% | Reduced |
| Citadel Advisors LLC | 7,716 | $858.8K | 0.00% | −9,044−54.0% | Reduced |
| HighTower Advisors, LLC | 7,018 | $785.0K | 0.00% | +73+1.1% | Added |
| State Street Corp | 6,647 | $739.8K | 0.00% | −70−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6,600 | $734.6K | 0.00% | −779−10.6% | Reduced |
| DGS Capital Management, LLC | 6,595 | $734.0K | 0.21% | +414+6.7% | Added |
| Advisors Asset Management, Inc. | 6,323 | $703.8K | 0.01% | +712+12.7% | Added |
| Lester Murray Antman dba SimplyRich | 6,279 | $698.0K | 0.22% | 00.0% | Unchanged |
| US Bancorp | 6,247 | $695.3K | 0.00% | −77−1.2% | Reduced |
| Strategic Global Advisors, LLC | 2,888 | $604.5K | 0.13% | −2,785−49.1% | Reduced |
| Systematic Alpha Investments, LLC | 4,962 | $552.3K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,780 | $532.0K | 0.06% | +536+12.6% | Added |
| CI Private Wealth, LLC | 4,615 | $513.7K | 0.00% | +446+10.7% | Added |
| Citigroup Inc | 4,502 | $501.1K | 0.00% | +196+4.6% | Added |
| Sequoia Financial Advisors, LLC | 4,451 | $495.4K | 0.01% | +191+4.5% | Added |
| Creative Planning | 4,385 | $488.0K | 0.00% | +30+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,328 | $481.7K | 0.04% | +35+0.8% | Added |
| Yousif Capital Management, LLC | 4,147 | $461.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,099 | $456.2K | 0.01% | −9−0.2% | Reduced |
| CAPROCK Group, Inc. | 3,971 | $442.0K | 0.02% | +3,971 | New |
| AQR Capital Management LLC | 3,762 | $418.7K | 0.00% | +1,664+79.3% | Added |
| Aaron Wealth Advisors | 3,660 | $407.4K | 0.06% | +180+5.2% | Added |
| Ameriprise Financial Inc | 3,482 | $387.5K | 0.00% | −2−0.1% | Reduced |
| MAI Capital Management | 3,478 | $387.1K | 0.00% | −114−3.2% | Reduced |
| Financial Counselors Inc | 3,309 | $368.3K | 0.01% | +258+8.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,104 | $345.5K | 0.00% | +2,262+268.6% | Added |
| Park Avenue Securities LLC | 3,093 | $344.0K | 0.00% | +258+9.1% | Added |
| BNP Paribas Arbitrage, SA | 3,001 | $334.0K | 0.00% | −800−21.0% | Reduced |
| Neuberger Berman Group LLC | 2,967 | $330.2K | 0.00% | +313+11.8% | Added |
| MML Investors Services, LLC | 2,943 | $328.0K | 0.00% | +51+1.8% | Added |
| Lake Street Advisors Group, LLC | 2,854 | $317.7K | 0.02% | −151−5.0% | Reduced |
| RSM US Wealth Management LLC | 2,831 | $314.2K | 0.01% | +2,831 | New |
| Franklin Resources Inc | 2,749 | $306.0K | 0.00% | −36−1.3% | Reduced |
| Hardy Reed LLC | 2,685 | $298.8K | 0.03% | +2,685 | New |
| Ethic Inc. | 2,660 | $296.1K | 0.01% | −1,715−39.2% | Reduced |
| D. E. Shaw & Co., Inc. | 2,644 | $294.3K | 0.00% | −1,595−37.6% | Reduced |
| Glenmede Trust Co NA | 2,639 | $293.7K | 0.00% | +2,639 | New |
| RNC Capital Management LLC | 2,625 | $292.2K | 0.02% | −15−0.6% | Reduced |
| First Affirmative Financial Network | 2,502 | $278.5K | 0.19% | +224+9.8% | Added |
| Henshaw Capital LLC | 2,465 | $274.4K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,460 | $273.8K | 0.00% | +489+24.8% | Added |
| Checchi Capital Advisers, LLC | 2,428 | $270.2K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,391 | $266.1K | 0.02% | −5−0.2% | Reduced |
| Pitcairn Co | 2,333 | $259.7K | 0.02% | +264+12.8% | Added |
| Atomi Financial Group, Inc. | 2,241 | $249.4K | 0.02% | +312+16.2% | Added |
| UBS Group AG | 2,235 | $248.8K | 0.00% | −914−29.0% | Reduced |
| Johnson Investment Counsel Inc | 2,159 | $240.3K | 0.00% | −800−27.0% | Reduced |
| Captrust Financial Advisors | 2,126 | $236.7K | 0.00% | +2,126 | New |
| PDS Planning, Inc | 2,083 | $231.8K | 0.02% | −48−2.3% | Reduced |