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, Q3 2024
Institutional positions in Orix Corp as of Sep 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
- 175
- +5 vs. Q2 2024
- Shares held
- 4.56M
- +219.7K (+5.1%) vs. Q2 2024
- Total value
- $519.7M
- +$42.2M (+8.8%) vs. Q2 2024
- New holders
- 19
- 72 more added
- Sold out
- 14
- 48 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,029,222 | $119.4M | 0.01% | +7,794+0.8% | Added |
| FMR LLC | 647,689 | $75.2M | 0.00% | +58,178+9.9% | Added |
| Bank of America Corp | 419,469 | $48.7M | 0.00% | −53,484−11.3% | Reduced |
| Todd Asset Management LLC | 343,996 | $39.9M | 0.93% | −2,289−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 197,640 | $22.9M | 0.20% | 00.0% | Unchanged |
| BlackRock, Inc. | 195,218 | $22.7M | 0.00% | +195,218 | New |
| Wells Fargo & Company | 175,915 | $20.4M | 0.00% | −43,263−19.7% | Reduced |
| Northern Trust Corp | 131,442 | $15.3M | 0.00% | −729−0.6% | Reduced |
| American Century Companies Inc | 84,050 | $9.75M | 0.01% | −1,001−1.2% | Reduced |
| Eagle Global Advisors LLC | 78,199 | $9.07M | 0.45% | −665−0.8% | Reduced |
| Henry James International Management, Inc. | 54,555 | $6.33M | 2.21% | −6,025−9.9% | Reduced |
| QRG Capital Management, Inc. | 53,429 | $6.20M | 0.07% | +672+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 53,107 | $5.95M | 0.05% | +1,747+3.4% | Added |
| Boston Common Asset Management, LLC | 48,519 | $5.63M | 0.15% | −7,442−13.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $5.50M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 39,434 | $4.60M | 0.01% | +1,532+4.0% | Added |
| Natixis Advisors, L.P. | 39,530 | $4.59M | 0.01% | +993+2.6% | Added |
| Quantinno Capital Management LP | 35,200 | $4.09M | 0.05% | +5,868+20.0% | Added |
| Gilman Hill Asset Management, LLC | 33,815 | $3.92M | 0.66% | +1,790+5.6% | Added |
| Crossmark Global Holdings, Inc. | 28,722 | $3.33M | 0.06% | +9,839+52.1% | Added |
| JustInvest LLC | 28,679 | $3.33M | 0.05% | +4,723+19.7% | Added |
| Pathstone Holdings, LLC | 27,603 | $3.20M | 0.01% | −632−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 26,209 | $3.04M | 0.00% | +2,984+12.8% | Added |
| Envestnet Asset Management Inc | 25,636 | $2.98M | 0.00% | +471+1.9% | Added |
| SEI Investments Co | 22,348 | $2.59M | 0.00% | +1,675+8.1% | Added |
| Wambolt & Associates, LLC | 21,560 | $2.51M | 0.69% | +1,087+5.3% | Added |
| Bank of New York Mellon Corp | 20,707 | $2.40M | 0.00% | +1,246+6.4% | Added |
| Paradigm Asset Management Co LLC | 20,400 | $2.37M | 0.62% | 00.0% | Unchanged |
| Cerity Partners LLC | 20,370 | $2.36M | 0.01% | +6,513+47.0% | Added |
| Assetmark, Inc | 18,746 | $2.18M | 0.01% | +33+0.2% | Added |
| Ritholtz Wealth Management | 18,146 | $2.11M | 0.06% | +1,818+11.1% | Added |
| Naples Global Advisors, LLC | 17,913 | $2.09M | 0.19% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 17,688 | $2.05M | 0.00% | +14,584+469.8% | Added |
| Mariner, LLC | 17,034 | $1.99M | 0.00% | +2,759+19.3% | Added |
| Veriti Management LLC | 16,229 | $1.88M | 0.10% | −1,709−9.5% | Reduced |
| Vident Advisory, LLC | 15,163 | $1.76M | 0.04% | +2,690+21.6% | Added |
| BTC Capital Management, Inc. | 14,850 | $1.72M | 0.15% | +788+5.6% | Added |
| Goldman Sachs Group Inc | 14,114 | $1.64M | 0.00% | −2,564−15.4% | Reduced |
| Callan Capital, LLC | 13,956 | $1.62M | 0.11% | +4,501+47.6% | Added |
| Cresset Asset Management, LLC | 13,062 | $1.52M | 0.01% | +2,099+19.1% | Added |
| Ativo Capital Management LLC | 11,829 | $1.37M | 1.20% | −61−0.5% | Reduced |
| Dimensional Fund Advisors LP | 10,771 | $1.25M | 0.00% | −2,133−16.5% | Reduced |
| Rhumbline Advisers | 10,657 | $1.24M | 0.00% | +250+2.4% | Added |
| Fifth Third Bancorp | 10,162 | $1.18M | 0.00% | +67+0.7% | Added |
| Virtu Financial LLC | 9,452 | $1.10M | 0.06% | +9,452 | New |
| Whittier Trust Co | 9,098 | $1.06M | 0.01% | +633+7.5% | Added |
| Wetherby Asset Management Inc | 9,095 | $1.06M | 0.05% | −158−1.7% | Reduced |
| Greenleaf Trust | 8,750 | $1.02M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,601 | $998.0K | 0.00% | −1,037−10.8% | Reduced |
| Brinker Capital Investments, LLC | 8,183 | $949.6K | 0.01% | +134+1.7% | Added |
| Orion Portfolio Solutions, LLC | 8,183 | $949.6K | 0.01% | +134+1.7% | Added |
| DGS Capital Management, LLC | 8,036 | $932.6K | 0.25% | +1,441+21.8% | Added |
| Advisors Asset Management, Inc. | 7,474 | $867.4K | 0.02% | +1,151+18.2% | Added |
| JPMorgan Chase & Co | 7,353 | $853.3K | 0.00% | +4,893+198.9% | Added |
| HighTower Advisors, LLC | 6,948 | $817.0K | 0.00% | −70−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6,697 | $777.2K | 0.00% | +97+1.5% | Added |
| State Street Corp | 6,647 | $771.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,575 | $763.0K | 0.00% | +1,960+42.5% | Added |
| Henshaw Capital LLC | 6,444 | $747.8K | 0.03% | +3,979+161.4% | Added |
| Lester Murray Antman dba SimplyRich | 6,279 | $728.0K | 0.20% | 00.0% | Unchanged |
| US Bancorp | 6,034 | $700.2K | 0.00% | −213−3.4% | Reduced |
| AQR Capital Management LLC | 5,888 | $683.3K | 0.00% | +2,126+56.5% | Added |
| UBS Group AG | 5,499 | $638.2K | 0.00% | +3,264+146.0% | Added |
| Kathmere Capital Management, LLC | 5,225 | $606.4K | 0.06% | +445+9.3% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $575.8K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 4,676 | $542.6K | 0.00% | +291+6.6% | Added |
| Strategic Global Advisors, LLC | 4,611 | $535.1K | 0.11% | +1,723+59.7% | Added |
| Ronald Blue Trust, Inc. | 4,599 | $511.9K | 0.01% | +2,996+186.9% | Added |
| Citigroup Inc | 4,348 | $504.6K | 0.00% | −154−3.4% | Reduced |
| CAPROCK Group, Inc. | 4,271 | $495.7K | 0.02% | +300+7.6% | Added |
| Sequoia Financial Advisors, LLC | 4,263 | $494.7K | 0.01% | −188−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,246 | $492.7K | 0.05% | −82−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,177 | $484.7K | 0.01% | +2,356+129.4% | Added |
| Ethic Inc. | 4,375 | $482.1K | 0.01% | +1,715+64.5% | Added |
| Citadel Advisors LLC | 4,149 | $481.5K | 0.00% | −3,567−46.2% | Reduced |
| Signaturefd, LLC | 4,070 | $472.3K | 0.01% | −29−0.7% | Reduced |
| Ameriprise Financial Inc | 3,938 | $457.0K | 0.00% | +456+13.1% | Added |
| Aaron Wealth Advisors | 3,929 | $456.0K | 0.05% | +269+7.3% | Added |
| Yousif Capital Management, LLC | 3,730 | $432.9K | 0.00% | −417−10.1% | Reduced |
| Financial Counselors Inc | 3,626 | $420.8K | 0.01% | +317+9.6% | Added |
| Neuberger Berman Group LLC | 3,554 | $412.4K | 0.00% | +587+19.8% | Added |
| RSM US Wealth Management LLC | 3,406 | $397.2K | 0.01% | +575+20.3% | Added |
| MML Investors Services, LLC | 3,298 | $383.0K | 0.00% | +355+12.1% | Added |
| First Affirmative Financial Network | 3,195 | $370.7K | 0.20% | +693+27.7% | Added |
| TownSquare Capital, LLC | 3,016 | $350.0K | 0.00% | +3,016 | New |
| BNP Paribas Arbitrage, SA | 2,900 | $336.5K | 0.00% | −101−3.4% | Reduced |
| Lake Street Advisors Group, LLC | 2,821 | $327.4K | 0.02% | −33−1.2% | Reduced |
| Glenmede Trust Co NA | 2,804 | $325.4K | 0.00% | +165+6.3% | Added |
| Atomi Financial Group, Inc. | 2,776 | $322.2K | 0.02% | +535+23.9% | Added |
| Franklin Resources Inc | 2,841 | $318.2K | 0.00% | +92+3.3% | Added |
| Campbell & CO Investment Adviser LLC | 2,726 | $316.4K | 0.02% | +2,726 | New |
| International Assets Investment Management, LLC | 36,672 | $316.0K | 0.00% | +36,672 | New |
| Hardy Reed LLC | 2,685 | $311.6K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,649 | $307.0K | 0.00% | −444−14.4% | Reduced |
| Quadrant Capital Group LLC | 2,536 | $294.3K | 0.02% | +145+6.1% | Added |
| RNC Capital Management LLC | 2,625 | $292.2K | 0.02% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,488 | $288.8K | 0.09% | +2,488 | New |
| Checchi Capital Advisers, LLC | 2,428 | $281.8K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,315 | $268.7K | 0.00% | +189+8.9% | Added |
| PDS Planning, Inc | 2,229 | $258.7K | 0.02% | +146+7.0% | Added |