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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 1 | $105 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 3 | $320 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $439 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 8 | $929 | 0.00% | +2+33.3% | Added |
| Central Trust Co | 8 | $929 | 0.00% | +8 | New |
| Clean Yield Group | 9 | $1.04K | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $1.04K | 0.00% | −2−18.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $1.16K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 13 | $1.51K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16 | $1.86K | 0.00% | −60−78.9% | Reduced |
| Jones Financial Companies LLLP | 16 | $1.91K | 0.00% | +16 | New |
| Bessemer Group Inc | 19 | $2.00K | 0.00% | +19 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $2.67K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $3.02K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $3.02K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $3.83K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $3.95K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $4.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $4.29K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 42 | $4.87K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 43 | $4.99K | 0.00% | −17−28.3% | Reduced |
| Grove Bank & Trust | 46 | $5.34K | 0.00% | +46 | New |
| Geneos Wealth Management Inc. | 47 | $5.45K | 0.00% | +33+235.7% | Added |
| Frazier Financial Advisors, LLC | 49 | $5.69K | 0.00% | −3−5.8% | Reduced |
| GW&K Investment Management, LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 53 | $6.15K | 0.00% | +39+278.6% | Added |
| GWM Advisors LLC | 64 | $7.43K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 74 | $8.59K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 78 | $9.05K | 0.00% | +78 | New |
| Venturi Wealth Management, LLC | 79 | $9.17K | 0.00% | +22+38.6% | Added |
| Global Financial Private Client, LLC | 85 | $9.86K | 0.00% | +85 | New |
| IFP Advisors, Inc | 94 | $10.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $11.6K | 0.00% | −100−50.0% | Reduced |
| Allworth Financial LP | 119 | $13.8K | 0.00% | −13−9.8% | Reduced |
| Zions Bancorporation, N.A. | 130 | $15.1K | 0.00% | −76−36.9% | Reduced |
| Russell Investments Group, Ltd. | 136 | $15.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 144 | $16.7K | 0.00% | +12+9.1% | Added |
| Umb Bank N A | 148 | $17.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 148 | $17.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 175 | $20.0K | 0.00% | +175 | New |
| Financial Management Professionals, Inc. | 204 | $24.0K | 0.00% | +55+36.9% | Added |
| Boyd Watterson Asset Management LLC | 234 | $27.2K | 0.01% | −6−2.5% | Reduced |
| Principal Securities, Inc. | 247 | $28.7K | 0.00% | +67+37.2% | Added |
| Bruce G. Allen Investments, LLC | 260 | $30.2K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 291 | $33.8K | 0.00% | +6+2.1% | Added |
| Addison Advisors LLC | 299 | $34.7K | 0.01% | +40+15.4% | Added |
| WealthCollab, LLC | 309 | $35.9K | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 44,444 | $35.9K | 0.00% | −4,646−9.5% | Reduced |
| Lindbrook Capital, LLC | 332 | $38.5K | 0.00% | −415−55.6% | Reduced |
| Smartleaf Asset Management LLC | 333 | $39.8K | 0.00% | +253+316.3% | Added |
| Farther Finance Advisors, LLC | 465 | $54.0K | 0.00% | +4+0.9% | Added |
| EverSource Wealth Advisors, LLC | 607 | $70.4K | 0.00% | +99+19.5% | Added |
| Cromwell Holdings LLC | 610 | $70.8K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 617 | $71.6K | 0.01% | +41+7.1% | Added |
| Bryn Mawr Trust Co | 687 | $79.7K | 0.00% | +687 | New |
| Huntington National Bank | 893 | $103.6K | 0.00% | −16−1.8% | Reduced |
| CWM, LLC | 937 | $109.0K | 0.00% | −19−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,112 | $129.0K | 0.00% | −589−34.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,438 | $166.9K | 0.00% | +305+26.9% | Added |
| GAMMA Investing LLC | 1,533 | $177.9K | 0.02% | +473+44.6% | Added |
| Knights of Columbus Asset Advisors LLC | 1,630 | $189.2K | 0.01% | −219−11.8% | Reduced |
| Gitterman Wealth Management, LLC | 1,765 | $205.0K | 0.09% | +1,765 | New |
| LPL Financial LLC | 1,781 | $206.7K | 0.00% | +1,781 | New |
| Raymond James Financial Services Advisors, Inc. | 1,811 | $210.2K | 0.00% | −154−7.8% | Reduced |
| Parallel Advisors, LLC | 1,841 | $213.6K | 0.01% | −22−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 1,943 | $225.5K | 0.00% | −78−3.9% | Reduced |
| Ascent Group, LLC | 1,944 | $225.6K | 0.02% | −2−0.1% | Reduced |
| Ballentine Partners, LLC | 2,014 | $233.7K | 0.00% | −6−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,028 | $235.3K | 0.01% | −7−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,059 | $238.9K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,159 | $250.6K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 2,181 | $253.1K | 0.01% | −152−6.5% | Reduced |
| D. E. Shaw & Co., Inc. | 2,205 | $255.9K | 0.00% | −439−16.6% | Reduced |
| PDS Planning, Inc | 2,229 | $258.7K | 0.02% | +146+7.0% | Added |
| Captrust Financial Advisors | 2,315 | $268.7K | 0.00% | +189+8.9% | Added |
| Checchi Capital Advisers, LLC | 2,428 | $281.8K | 0.02% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,488 | $288.8K | 0.09% | +2,488 | New |
| RNC Capital Management LLC | 2,625 | $292.2K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,536 | $294.3K | 0.02% | +145+6.1% | Added |
| Park Avenue Securities LLC | 2,649 | $307.0K | 0.00% | −444−14.4% | Reduced |
| Hardy Reed LLC | 2,685 | $311.6K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 36,672 | $316.0K | 0.00% | +36,672 | New |
| Campbell & CO Investment Adviser LLC | 2,726 | $316.4K | 0.02% | +2,726 | New |
| Franklin Resources Inc | 2,841 | $318.2K | 0.00% | +92+3.3% | Added |
| Atomi Financial Group, Inc. | 2,776 | $322.2K | 0.02% | +535+23.9% | Added |
| Glenmede Trust Co NA | 2,804 | $325.4K | 0.00% | +165+6.3% | Added |
| Lake Street Advisors Group, LLC | 2,821 | $327.4K | 0.02% | −33−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,900 | $336.5K | 0.00% | −101−3.4% | Reduced |
| TownSquare Capital, LLC | 3,016 | $350.0K | 0.00% | +3,016 | New |
| First Affirmative Financial Network | 3,195 | $370.7K | 0.20% | +693+27.7% | Added |
| MML Investors Services, LLC | 3,298 | $383.0K | 0.00% | +355+12.1% | Added |
| RSM US Wealth Management LLC | 3,406 | $397.2K | 0.01% | +575+20.3% | Added |
| Neuberger Berman Group LLC | 3,554 | $412.4K | 0.00% | +587+19.8% | Added |
| Financial Counselors Inc | 3,626 | $420.8K | 0.01% | +317+9.6% | Added |
| Yousif Capital Management, LLC | 3,730 | $432.9K | 0.00% | −417−10.1% | Reduced |
| Aaron Wealth Advisors | 3,929 | $456.0K | 0.05% | +269+7.3% | Added |
| Ameriprise Financial Inc | 3,938 | $457.0K | 0.00% | +456+13.1% | Added |
| Signaturefd, LLC | 4,070 | $472.3K | 0.01% | −29−0.7% | Reduced |