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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 4,149 | $481.5K | 0.00% | −3,567−46.2% | Reduced |
| Ethic Inc. | 4,375 | $482.1K | 0.01% | +1,715+64.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,177 | $484.7K | 0.01% | +2,356+129.4% | Added |
| Mount Yale Investment Advisors, LLC | 4,246 | $492.7K | 0.05% | −82−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,263 | $494.7K | 0.01% | −188−4.2% | Reduced |
| CAPROCK Group, Inc. | 4,271 | $495.7K | 0.02% | +300+7.6% | Added |
| Citigroup Inc | 4,348 | $504.6K | 0.00% | −154−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,599 | $511.9K | 0.01% | +2,996+186.9% | Added |
| Strategic Global Advisors, LLC | 4,611 | $535.1K | 0.11% | +1,723+59.7% | Added |
| Creative Planning | 4,676 | $542.6K | 0.00% | +291+6.6% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $575.8K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,225 | $606.4K | 0.06% | +445+9.3% | Added |
| UBS Group AG | 5,499 | $638.2K | 0.00% | +3,264+146.0% | Added |
| AQR Capital Management LLC | 5,888 | $683.3K | 0.00% | +2,126+56.5% | Added |
| US Bancorp | 6,034 | $700.2K | 0.00% | −213−3.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,279 | $728.0K | 0.20% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,444 | $747.8K | 0.03% | +3,979+161.4% | Added |
| CI Private Wealth, LLC | 6,575 | $763.0K | 0.00% | +1,960+42.5% | Added |
| State Street Corp | 6,647 | $771.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,697 | $777.2K | 0.00% | +97+1.5% | Added |
| HighTower Advisors, LLC | 6,948 | $817.0K | 0.00% | −70−1.0% | Reduced |
| JPMorgan Chase & Co | 7,353 | $853.3K | 0.00% | +4,893+198.9% | Added |
| Advisors Asset Management, Inc. | 7,474 | $867.4K | 0.02% | +1,151+18.2% | Added |
| DGS Capital Management, LLC | 8,036 | $932.6K | 0.25% | +1,441+21.8% | Added |
| 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 |
| Royal Bank of Canada | 8,601 | $998.0K | 0.00% | −1,037−10.8% | Reduced |
| Greenleaf Trust | 8,750 | $1.02M | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,095 | $1.06M | 0.05% | −158−1.7% | Reduced |
| Whittier Trust Co | 9,098 | $1.06M | 0.01% | +633+7.5% | Added |
| Virtu Financial LLC | 9,452 | $1.10M | 0.06% | +9,452 | New |
| Fifth Third Bancorp | 10,162 | $1.18M | 0.00% | +67+0.7% | Added |
| Rhumbline Advisers | 10,657 | $1.24M | 0.00% | +250+2.4% | Added |
| Dimensional Fund Advisors LP | 10,771 | $1.25M | 0.00% | −2,133−16.5% | Reduced |
| Ativo Capital Management LLC | 11,829 | $1.37M | 1.20% | −61−0.5% | Reduced |
| Cresset Asset Management, LLC | 13,062 | $1.52M | 0.01% | +2,099+19.1% | Added |
| Callan Capital, LLC | 13,956 | $1.62M | 0.11% | +4,501+47.6% | Added |
| Goldman Sachs Group Inc | 14,114 | $1.64M | 0.00% | −2,564−15.4% | Reduced |
| BTC Capital Management, Inc. | 14,850 | $1.72M | 0.15% | +788+5.6% | Added |
| Vident Advisory, LLC | 15,163 | $1.76M | 0.04% | +2,690+21.6% | Added |
| Veriti Management LLC | 16,229 | $1.88M | 0.10% | −1,709−9.5% | Reduced |
| Mariner, LLC | 17,034 | $1.99M | 0.00% | +2,759+19.3% | Added |
| Allspring Global Investments Holdings, LLC | 17,688 | $2.05M | 0.00% | +14,584+469.8% | Added |
| Naples Global Advisors, LLC | 17,913 | $2.09M | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 18,146 | $2.11M | 0.06% | +1,818+11.1% | Added |
| Assetmark, Inc | 18,746 | $2.18M | 0.01% | +33+0.2% | Added |
| Cerity Partners LLC | 20,370 | $2.36M | 0.01% | +6,513+47.0% | Added |
| Paradigm Asset Management Co LLC | 20,400 | $2.37M | 0.62% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,707 | $2.40M | 0.00% | +1,246+6.4% | Added |
| Wambolt & Associates, LLC | 21,560 | $2.51M | 0.69% | +1,087+5.3% | Added |
| SEI Investments Co | 22,348 | $2.59M | 0.00% | +1,675+8.1% | Added |
| Envestnet Asset Management Inc | 25,636 | $2.98M | 0.00% | +471+1.9% | Added |
| Charles Schwab Investment Management Inc | 26,209 | $3.04M | 0.00% | +2,984+12.8% | Added |
| Pathstone Holdings, LLC | 27,603 | $3.20M | 0.01% | −632−2.2% | Reduced |
| JustInvest LLC | 28,679 | $3.33M | 0.05% | +4,723+19.7% | Added |
| Crossmark Global Holdings, Inc. | 28,722 | $3.33M | 0.06% | +9,839+52.1% | Added |
| Gilman Hill Asset Management, LLC | 33,815 | $3.92M | 0.66% | +1,790+5.6% | Added |
| Quantinno Capital Management LP | 35,200 | $4.09M | 0.05% | +5,868+20.0% | Added |
| Natixis Advisors, L.P. | 39,530 | $4.59M | 0.01% | +993+2.6% | Added |
| Mercer Global Advisors Inc | 39,434 | $4.60M | 0.01% | +1,532+4.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 47,400 | $5.50M | 0.01% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 48,519 | $5.63M | 0.15% | −7,442−13.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 53,107 | $5.95M | 0.05% | +1,747+3.4% | Added |
| QRG Capital Management, Inc. | 53,429 | $6.20M | 0.07% | +672+1.3% | Added |
| Henry James International Management, Inc. | 54,555 | $6.33M | 2.21% | −6,025−9.9% | Reduced |
| Eagle Global Advisors LLC | 78,199 | $9.07M | 0.45% | −665−0.8% | Reduced |
| American Century Companies Inc | 84,050 | $9.75M | 0.01% | −1,001−1.2% | Reduced |
| Northern Trust Corp | 131,442 | $15.3M | 0.00% | −729−0.6% | Reduced |
| Wells Fargo & Company | 175,915 | $20.4M | 0.00% | −43,263−19.7% | Reduced |
| BlackRock, Inc. | 195,218 | $22.7M | 0.00% | +195,218 | New |
| Teachers Retirement System of the State of Kentucky | 197,640 | $22.9M | 0.20% | 00.0% | Unchanged |
| Todd Asset Management LLC | 343,996 | $39.9M | 0.93% | −2,289−0.7% | Reduced |
| Bank of America Corp | 419,469 | $48.7M | 0.00% | −53,484−11.3% | Reduced |
| FMR LLC | 647,689 | $75.2M | 0.00% | +58,178+9.9% | Added |
| Morgan Stanley | 1,029,222 | $119.4M | 0.01% | +7,794+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,931−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −50,736−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |