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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 3,762 | $418.7K | 0.00% | +1,664+79.3% | Added |
| CAPROCK Group, Inc. | 3,971 | $442.0K | 0.02% | +3,971 | New |
| Signaturefd, LLC | 4,099 | $456.2K | 0.01% | −9−0.2% | Reduced |
| Yousif Capital Management, LLC | 4,147 | $461.6K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,328 | $481.7K | 0.04% | +35+0.8% | Added |
| Creative Planning | 4,385 | $488.0K | 0.00% | +30+0.7% | Added |
| Sequoia Financial Advisors, LLC | 4,451 | $495.4K | 0.01% | +191+4.5% | Added |
| Citigroup Inc | 4,502 | $501.1K | 0.00% | +196+4.6% | Added |
| CI Private Wealth, LLC | 4,615 | $513.7K | 0.00% | +446+10.7% | Added |
| Kathmere Capital Management, LLC | 4,780 | $532.0K | 0.06% | +536+12.6% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $552.3K | 0.02% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 2,888 | $604.5K | 0.13% | −2,785−49.1% | Reduced |
| US Bancorp | 6,247 | $695.3K | 0.00% | −77−1.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,279 | $698.0K | 0.22% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 6,323 | $703.8K | 0.01% | +712+12.7% | Added |
| DGS Capital Management, LLC | 6,595 | $734.0K | 0.21% | +414+6.7% | Added |
| The PNC Financial Services Group, Inc. | 6,600 | $734.6K | 0.00% | −779−10.6% | Reduced |
| State Street Corp | 6,647 | $739.8K | 0.00% | −70−1.0% | Reduced |
| HighTower Advisors, LLC | 7,018 | $785.0K | 0.00% | +73+1.1% | Added |
| Citadel Advisors LLC | 7,716 | $858.8K | 0.00% | −9,044−54.0% | Reduced |
| 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 |
| Whittier Trust Co | 8,465 | $942.1K | 0.01% | +831+10.9% | Added |
| Greenleaf Trust | 8,750 | $973.9K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,253 | $1.03M | 0.05% | −120−1.3% | Reduced |
| Callan Capital, LLC | 9,455 | $1.05M | 0.09% | +1,812+23.7% | Added |
| Royal Bank of Canada | 9,638 | $1.07M | 0.00% | +244+2.6% | Added |
| Fifth Third Bancorp | 10,095 | $1.12M | 0.00% | +821+8.9% | Added |
| Rhumbline Advisers | 10,407 | $1.16M | 0.00% | −390−3.6% | Reduced |
| Cresset Asset Management, LLC | 10,963 | $1.22M | 0.01% | +2,474+29.1% | Added |
| Ativo Capital Management LLC | 11,890 | $1.32M | 1.37% | −99−0.8% | Reduced |
| Vident Advisory, LLC | 12,473 | $1.39M | 0.04% | +2,265+22.2% | Added |
| Dimensional Fund Advisors LP | 12,904 | $1.44M | 0.00% | −906−6.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,931 | $1.44M | 0.01% | +12,931 | New |
| Cerity Partners LLC | 13,857 | $1.54M | 0.00% | −5,125−27.0% | Reduced |
| BTC Capital Management, Inc. | 14,062 | $1.57M | 0.15% | −814−5.5% | Reduced |
| Mariner, LLC | 14,275 | $1.59M | 0.00% | +2,487+21.1% | Added |
| Ritholtz Wealth Management | 16,328 | $1.82M | 0.06% | −450−2.7% | Reduced |
| Goldman Sachs Group Inc | 16,678 | $1.86M | 0.00% | +3,333+25.0% | Added |
| Naples Global Advisors, LLC | 17,913 | $1.99M | 0.20% | 00.0% | Unchanged |
| Veriti Management LLC | 17,938 | $2.00M | 0.12% | −503−2.7% | Reduced |
| Assetmark, Inc | 18,713 | $2.08M | 0.01% | +577+3.2% | Added |
| Crossmark Global Holdings, Inc. | 18,883 | $2.10M | 0.04% | −271−1.4% | Reduced |
| Bank of New York Mellon Corp | 19,461 | $2.17M | 0.00% | +1,182+6.5% | Added |
| Paradigm Asset Management Co LLC | 20,400 | $2.27M | 0.63% | −3,700−15.4% | Reduced |
| Wambolt & Associates, LLC | 20,473 | $2.27M | 0.66% | +673+3.4% | Added |
| SEI Investments Co | 20,673 | $2.30M | 0.00% | +1,200+6.2% | Added |
| Charles Schwab Investment Management Inc | 23,225 | $2.58M | 0.00% | +4,854+26.4% | Added |
| JustInvest LLC | 23,956 | $2.66M | 0.05% | +4,131+20.8% | Added |
| Envestnet Asset Management Inc | 25,165 | $2.80M | 0.00% | −5,537−18.0% | Reduced |
| Pathstone Holdings, LLC | 28,235 | $3.14M | 0.01% | +2,244+8.6% | Added |
| Quantinno Capital Management LP | 29,332 | $3.26M | 0.06% | +7,201+32.5% | Added |
| Gilman Hill Asset Management, LLC | 32,025 | $3.56M | 0.65% | −65−0.2% | Reduced |
| Mercer Global Advisors Inc | 37,902 | $4.22M | 0.01% | +190+0.5% | Added |
| Natixis Advisors, L.P. | 38,537 | $4.29M | 0.01% | +3,381+9.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $5.28M | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 49,090 | $5.46M | 0.00% | −9,232−15.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 51,360 | $5.72M | 0.06% | −16,190−24.0% | Reduced |
| QRG Capital Management, Inc. | 52,757 | $5.87M | 0.07% | +858+1.7% | Added |
| Boston Common Asset Management, LLC | 55,961 | $6.23M | 0.16% | −2,208−3.8% | Reduced |
| Henry James International Management, Inc. | 60,580 | $6.74M | 2.39% | +1,563+2.6% | Added |
| Eagle Global Advisors LLC | 78,864 | $8.78M | 0.46% | +605+0.8% | Added |
| American Century Companies Inc | 85,051 | $9.47M | 0.01% | +4,782+6.0% | Added |
| Northern Trust Corp | 132,171 | $14.7M | 0.00% | +498+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 197,640 | $22.0M | 0.20% | +22,000+12.5% | Added |
| BlackRock Inc. | 198,391 | $22.1M | 0.00% | −7,697−3.7% | Reduced |
| Wells Fargo & Company | 219,178 | $24.4M | 0.01% | −4,993−2.2% | Reduced |
| Todd Asset Management LLC | 346,285 | $38.5M | 0.80% | +39,853+13.0% | Added |
| Bank of America Corp | 472,953 | $52.6M | 0.01% | +2,915+0.6% | Added |
| FMR LLC | 589,511 | $65.6M | 0.00% | +60,315+11.4% | Added |
| Morgan Stanley | 1,021,428 | $113.7M | 0.01% | +11,506+1.1% | Added |
| Groupama Asset Managment | 50,736 | – | – | −6,864−11.9% | Reduced |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,781−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −4,307−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −4,204−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Grey Street Capital, LLC | – | – | – | – | Not filed |