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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, 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.

Institutional holdersQ2 2024: 172 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 heldQ2 2024: $499.6M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2024.

Institutions holding IX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dorsey & Whitney Trust CO LLC2,035$226.5K0.02%+46+2.3%Added
United Capital Financial Advisers, LLC2,021$224.9K0.00%+23+1.2%Added
Ballentine Partners, LLC2,020$224.8K0.00%+2,020New
Raymond James Financial Services Advisors, Inc.1,965$218.7K0.00%+1,965New
Ascent Group, LLC1,946$216.6K0.02%+21+1.1%Added
Truist Financial Corp1,915$213.1K0.00%+86+4.7%Added
Cottonwood Capital Advisors, LLC1,869$210.7K0.16%+1,869New
Parallel Advisors, LLC1,863$207.4K0.01%−8−0.4%Reduced
Knights of Columbus Asset Advisors LLC1,849$205.8K0.01%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC1,821$202.7K0.01%+1,821New
Advisor Group Holdings, Inc.1,701$189.3K0.00%+808+90.5%Added
Ronald Blue Trust, Inc.1,603$176.7K0.00%+1,385+635.3%Added
Whittier Trust Co of Nevada Inc1,133$126.1K0.00%+668+143.7%Added
GAMMA Investing LLC1,060$118.0K0.02%+220+26.2%Added
CWM, LLC956$106.0K0.00%+93+10.8%Added
Huntington National Bank909$101.2K0.00%+274+43.1%Added
Lindbrook Capital, LLC747$83.1K0.01%00.0%Unchanged
Cromwell Holdings LLC610$67.9K0.04%+610New
Atlas Capital Advisors LLC576$64.1K0.01%−41−6.6%Reduced
EverSource Wealth Advisors, LLC508$61.4K0.00%+55+12.1%Added
Farther Finance Advisors, LLC461$51.2K0.00%+178+62.9%Added
WealthCollab, LLC309$34.4K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC285$31.7K0.00%+9+3.3%Added
Bruce G. Allen Investments, LLC260$28.9K0.02%+18+7.4%Added
Addison Advisors LLC259$28.8K0.01%+259New
Boyd Watterson Asset Management LLC240$26.7K0.01%00.0%Unchanged
Zions Bancorporation, N.A.206$22.9K0.00%−98−32.2%Reduced
Aquatic Capital Management LLC200$22.3K0.00%+200New
Principal Securities, Inc.180$20.0K0.00%+25+16.1%Added
Financial Management Professionals, Inc.149$17.0K0.00%+4+2.8%Added
Ashton Thomas Private Wealth, LLC152$16.9K0.00%+152New
Umb Bank N A148$16.5K0.00%−64−30.2%Reduced
Farmers & Merchants Investments Inc148$16.5K0.00%00.0%Unchanged
Allworth Financial LP132$15.4K0.00%+93+238.5%Added
Russell Investments Group, Ltd.136$15.1K0.00%+19+16.2%Added
CIBC Private Wealth Group, LLC132$15.0K0.00%+3+2.3%Added
IFP Advisors, Inc94$10.5K0.00%+73+347.6%Added
Smartleaf Asset Management LLC80$8.78K0.00%+67+515.4%Added
Tower Research Capital LLC (TRC)76$8.46K0.00%−283−78.8%Reduced
Steward Partners Investment Advisory, LLC74$8.24K0.00%−60−44.8%Reduced
GWM Advisors LLC64$7.12K0.00%−89−58.2%Reduced
Global Retirement Partners, LLC60$6.68K0.00%+15+33.3%Added
Venturi Wealth Management, LLC57$6.34K0.00%+57New
GW&K Investment Management, LLC53$6.00K0.00%00.0%Unchanged
RFP Financial Group LLC53$5.90K0.00%−2−3.6%Reduced
Frazier Financial Advisors, LLC52$5.79K0.00%+52New
Pacific Capital Wealth Advisors, Inc51$5.68K0.00%+51New
Newbridge Financial Services Group, Inc.50$5.57K0.00%+50New
Creekmur Asset Management LLC42$4.67K0.00%+42New
Continuum Advisory, LLC37$4.12K0.00%−5−11.9%Reduced
Raffa Wealth Management, LLC37$4.12K0.00%00.0%Unchanged
CVA Family Office, LLC34$3.78K0.00%00.0%Unchanged
Bell Investment Advisors, Inc33$3.67K0.00%+5+17.9%Added
Creative Financial Designs Inc27$3.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC26$2.90K0.00%−3−10.3%Reduced
TD Private Client Wealth LLC26$2.89K0.00%+15+136.4%Added
First Financial Corp26$2.89K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC23$2.56K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC23$2.56K0.00%+23New
Lynx Investment Advisory19$2.12K0.00%+19New
Larson Financial Group LLC17$1.89K0.00%+17New
Geneos Wealth Management Inc.14$1.56K0.00%00.0%Unchanged
Mather Group, LLC.14$1.54K0.00%−6−30.0%Reduced
Beaird Harris Wealth Management, LLC13$1.45K0.00%00.0%Unchanged
Abound Wealth Management11$1.23K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co10$1.11K0.00%−71−87.7%Reduced
Family Firm, Inc.9$1.00K0.00%+9New
Institutional & Family Asset Management, LLC8$8660.00%00.0%Unchanged
Mendota Financial Group, LLC6$6680.00%+6New
ClariVest Asset Management LLC4$4390.00%00.0%Unchanged
Cornerstone Planning Group LLC3$3090.00%00.0%Unchanged
Groupama Asset Managment50,736––−6,864−11.9%Reduced
Janney Montgomery Scott LLC0$00.00%−5,781−100.0%Sold out
Employees Retirement System of Texas0$00.00%−4,307−100.0%Sold out
AlphaQ Advisors LLC0$00.00%−4,204−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,618−100.0%Sold out
Prosperity Consulting Group, LLC0$00.00%−2,271−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−98−100.0%Sold out
Bokf, NA0$00.00%−25−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−19−100.0%Sold out
Smithfield Trust Co0$00.00%−19−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−7−100.0%Sold out
Sofos Investments, Inc.0$00.00%−2−100.0%Sold out
Grey Street Capital, LLC––––Not filed