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
- $499.6M
- +$19.7M (+4.1%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 3 | $309 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $439 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $668 | 0.00% | +6 | New |
| Institutional & Family Asset Management, LLC | 8 | $866 | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 10 | $1.11K | 0.00% | −71−87.7% | Reduced |
| Abound Wealth Management | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 14 | $1.54K | 0.00% | −6−30.0% | Reduced |
| Geneos Wealth Management Inc. | 14 | $1.56K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $1.89K | 0.00% | +17 | New |
| Lynx Investment Advisory | 19 | $2.12K | 0.00% | +19 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $2.56K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $2.56K | 0.00% | +23 | New |
| First Financial Corp | 26 | $2.89K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $2.89K | 0.00% | +15+136.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.90K | 0.00% | −3−10.3% | Reduced |
| Creative Financial Designs Inc | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $3.67K | 0.00% | +5+17.9% | Added |
| CVA Family Office, LLC | 34 | $3.78K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $4.12K | 0.00% | −5−11.9% | Reduced |
| Raffa Wealth Management, LLC | 37 | $4.12K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 42 | $4.67K | 0.00% | +42 | New |
| Newbridge Financial Services Group, Inc. | 50 | $5.57K | 0.00% | +50 | New |
| Pacific Capital Wealth Advisors, Inc | 51 | $5.68K | 0.00% | +51 | New |
| Frazier Financial Advisors, LLC | 52 | $5.79K | 0.00% | +52 | New |
| RFP Financial Group LLC | 53 | $5.90K | 0.00% | −2−3.6% | Reduced |
| GW&K Investment Management, LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 57 | $6.34K | 0.00% | +57 | New |
| Global Retirement Partners, LLC | 60 | $6.68K | 0.00% | +15+33.3% | Added |
| GWM Advisors LLC | 64 | $7.12K | 0.00% | −89−58.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 74 | $8.24K | 0.00% | −60−44.8% | Reduced |
| Tower Research Capital LLC (TRC) | 76 | $8.46K | 0.00% | −283−78.8% | Reduced |
| Smartleaf Asset Management LLC | 80 | $8.78K | 0.00% | +67+515.4% | Added |
| IFP Advisors, Inc | 94 | $10.5K | 0.00% | +73+347.6% | Added |
| CIBC Private Wealth Group, LLC | 132 | $15.0K | 0.00% | +3+2.3% | Added |
| Russell Investments Group, Ltd. | 136 | $15.1K | 0.00% | +19+16.2% | Added |
| Allworth Financial LP | 132 | $15.4K | 0.00% | +93+238.5% | Added |
| Umb Bank N A | 148 | $16.5K | 0.00% | −64−30.2% | Reduced |
| Farmers & Merchants Investments Inc | 148 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 152 | $16.9K | 0.00% | +152 | New |
| Financial Management Professionals, Inc. | 149 | $17.0K | 0.00% | +4+2.8% | Added |
| Principal Securities, Inc. | 180 | $20.0K | 0.00% | +25+16.1% | Added |
| Aquatic Capital Management LLC | 200 | $22.3K | 0.00% | +200 | New |
| Zions Bancorporation, N.A. | 206 | $22.9K | 0.00% | −98−32.2% | Reduced |
| Boyd Watterson Asset Management LLC | 240 | $26.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 259 | $28.8K | 0.01% | +259 | New |
| Bruce G. Allen Investments, LLC | 260 | $28.9K | 0.02% | +18+7.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 285 | $31.7K | 0.00% | +9+3.3% | Added |
| WealthCollab, LLC | 309 | $34.4K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 461 | $51.2K | 0.00% | +178+62.9% | Added |
| EverSource Wealth Advisors, LLC | 508 | $61.4K | 0.00% | +55+12.1% | Added |
| Atlas Capital Advisors LLC | 576 | $64.1K | 0.01% | −41−6.6% | Reduced |
| Cromwell Holdings LLC | 610 | $67.9K | 0.04% | +610 | New |
| Lindbrook Capital, LLC | 747 | $83.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 909 | $101.2K | 0.00% | +274+43.1% | Added |
| CWM, LLC | 956 | $106.0K | 0.00% | +93+10.8% | Added |
| GAMMA Investing LLC | 1,060 | $118.0K | 0.02% | +220+26.2% | Added |
| Whittier Trust Co of Nevada Inc | 1,133 | $126.1K | 0.00% | +668+143.7% | Added |
| Ronald Blue Trust, Inc. | 1,603 | $176.7K | 0.00% | +1,385+635.3% | Added |
| Advisor Group Holdings, Inc. | 1,701 | $189.3K | 0.00% | +808+90.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,821 | $202.7K | 0.01% | +1,821 | New |
| Knights of Columbus Asset Advisors LLC | 1,849 | $205.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,863 | $207.4K | 0.01% | −8−0.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,869 | $210.7K | 0.16% | +1,869 | New |
| Truist Financial Corp | 1,915 | $213.1K | 0.00% | +86+4.7% | Added |
| Ascent Group, LLC | 1,946 | $216.6K | 0.02% | +21+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,965 | $218.7K | 0.00% | +1,965 | New |
| Ballentine Partners, LLC | 2,020 | $224.8K | 0.00% | +2,020 | New |
| United Capital Financial Advisers, LLC | 2,021 | $224.9K | 0.00% | +23+1.2% | Added |
| Dorsey & Whitney Trust CO LLC | 2,035 | $226.5K | 0.02% | +46+2.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,059 | $229.2K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,083 | $231.8K | 0.02% | −48−2.3% | Reduced |
| Captrust Financial Advisors | 2,126 | $236.7K | 0.00% | +2,126 | New |
| Johnson Investment Counsel Inc | 2,159 | $240.3K | 0.00% | −800−27.0% | Reduced |
| UBS Group AG | 2,235 | $248.8K | 0.00% | −914−29.0% | Reduced |
| Atomi Financial Group, Inc. | 2,241 | $249.4K | 0.02% | +312+16.2% | Added |
| Pitcairn Co | 2,333 | $259.7K | 0.02% | +264+12.8% | Added |
| Quadrant Capital Group LLC | 2,391 | $266.1K | 0.02% | −5−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,428 | $270.2K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,460 | $273.8K | 0.00% | +489+24.8% | Added |
| Henshaw Capital LLC | 2,465 | $274.4K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,502 | $278.5K | 0.19% | +224+9.8% | Added |
| RNC Capital Management LLC | 2,625 | $292.2K | 0.02% | −15−0.6% | Reduced |
| Glenmede Trust Co NA | 2,639 | $293.7K | 0.00% | +2,639 | New |
| D. E. Shaw & Co., Inc. | 2,644 | $294.3K | 0.00% | −1,595−37.6% | Reduced |
| Ethic Inc. | 2,660 | $296.1K | 0.01% | −1,715−39.2% | Reduced |
| Hardy Reed LLC | 2,685 | $298.8K | 0.03% | +2,685 | New |
| Franklin Resources Inc | 2,749 | $306.0K | 0.00% | −36−1.3% | Reduced |
| RSM US Wealth Management LLC | 2,831 | $314.2K | 0.01% | +2,831 | New |
| Lake Street Advisors Group, LLC | 2,854 | $317.7K | 0.02% | −151−5.0% | Reduced |
| MML Investors Services, LLC | 2,943 | $328.0K | 0.00% | +51+1.8% | Added |
| Neuberger Berman Group LLC | 2,967 | $330.2K | 0.00% | +313+11.8% | Added |
| BNP Paribas Arbitrage, SA | 3,001 | $334.0K | 0.00% | −800−21.0% | Reduced |
| Park Avenue Securities LLC | 3,093 | $344.0K | 0.00% | +258+9.1% | Added |
| Allspring Global Investments Holdings, LLC | 3,104 | $345.5K | 0.00% | +2,262+268.6% | Added |
| Financial Counselors Inc | 3,309 | $368.3K | 0.01% | +258+8.5% | Added |
| MAI Capital Management | 3,478 | $387.1K | 0.00% | −114−3.2% | Reduced |
| Ameriprise Financial Inc | 3,482 | $387.5K | 0.00% | −2−0.1% | Reduced |
| Aaron Wealth Advisors | 3,660 | $407.4K | 0.06% | +180+5.2% | Added |