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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, 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.

Institutional holdersQ3 2024: 175 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 heldQ3 2024: $519.7M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2024.

Institutions holding IX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
D. E. Shaw & Co., Inc.2,205$255.9K0.00%−439−16.6%Reduced
Pitcairn Co2,181$253.1K0.01%−152−6.5%Reduced
Johnson Investment Counsel Inc2,159$250.6K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,059$238.9K0.03%00.0%Unchanged
Dorsey & Whitney Trust CO LLC2,028$235.3K0.01%−7−0.3%Reduced
Ballentine Partners, LLC2,014$233.7K0.00%−6−0.3%Reduced
Ascent Group, LLC1,944$225.6K0.02%−2−0.1%Reduced
United Capital Financial Advisers, LLC1,943$225.5K0.00%−78−3.9%Reduced
Parallel Advisors, LLC1,841$213.6K0.01%−22−1.2%Reduced
Raymond James Financial Services Advisors, Inc.1,811$210.2K0.00%−154−7.8%Reduced
LPL Financial LLC1,781$206.7K0.00%+1,781New
Gitterman Wealth Management, LLC1,765$205.0K0.09%+1,765New
Knights of Columbus Asset Advisors LLC1,630$189.2K0.01%−219−11.8%Reduced
GAMMA Investing LLC1,533$177.9K0.02%+473+44.6%Added
Whittier Trust Co of Nevada Inc1,438$166.9K0.00%+305+26.9%Added
Advisor Group Holdings, Inc.1,112$129.0K0.00%−589−34.6%Reduced
CWM, LLC937$109.0K0.00%−19−2.0%Reduced
Huntington National Bank893$103.6K0.00%−16−1.8%Reduced
Bryn Mawr Trust Co687$79.7K0.00%+687New
Atlas Capital Advisors LLC617$71.6K0.01%+41+7.1%Added
Cromwell Holdings LLC610$70.8K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC607$70.4K0.00%+99+19.5%Added
Farther Finance Advisors, LLC465$54.0K0.00%+4+0.9%Added
Smartleaf Asset Management LLC333$39.8K0.00%+253+316.3%Added
Lindbrook Capital, LLC332$38.5K0.00%−415−55.6%Reduced
Arrowstreet Capital, Limited Partnership44,444$35.9K0.00%−4,646−9.5%Reduced
WealthCollab, LLC309$35.9K0.02%00.0%Unchanged
Addison Advisors LLC299$34.7K0.01%+40+15.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC291$33.8K0.00%+6+2.1%Added
Bruce G. Allen Investments, LLC260$30.2K0.02%00.0%Unchanged
Principal Securities, Inc.247$28.7K0.00%+67+37.2%Added
Boyd Watterson Asset Management LLC234$27.2K0.01%−6−2.5%Reduced
Financial Management Professionals, Inc.204$24.0K0.00%+55+36.9%Added
Capital Analysts, LLC175$20.0K0.00%+175New
Umb Bank N A148$17.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc148$17.2K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC144$16.7K0.00%+12+9.1%Added
Russell Investments Group, Ltd.136$15.8K0.00%00.0%Unchanged
Zions Bancorporation, N.A.130$15.1K0.00%−76−36.9%Reduced
Allworth Financial LP119$13.8K0.00%−13−9.8%Reduced
Aquatic Capital Management LLC100$11.6K0.00%−100−50.0%Reduced
IFP Advisors, Inc94$10.9K0.00%00.0%Unchanged
Global Financial Private Client, LLC85$9.86K0.00%+85New
Venturi Wealth Management, LLC79$9.17K0.00%+22+38.6%Added
Proequities, Inc.78$9.05K0.00%+78New
Steward Partners Investment Advisory, LLC74$8.59K0.00%00.0%Unchanged
GWM Advisors LLC64$7.43K0.00%00.0%Unchanged
Mather Group, LLC.53$6.15K0.00%+39+278.6%Added
GW&K Investment Management, LLC53$6.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC49$5.69K0.00%−3−5.8%Reduced
Geneos Wealth Management Inc.47$5.45K0.00%+33+235.7%Added
Grove Bank & Trust46$5.34K0.00%+46New
Global Retirement Partners, LLC43$4.99K0.00%−17−28.3%Reduced
Creekmur Asset Management LLC42$4.87K0.00%00.0%Unchanged
Raffa Wealth Management, LLC37$4.29K0.00%00.0%Unchanged
Continuum Advisory, LLC37$4.01K0.00%00.0%Unchanged
CVA Family Office, LLC34$3.95K0.00%00.0%Unchanged
Bell Investment Advisors, Inc33$3.83K0.00%00.0%Unchanged
Creative Financial Designs Inc27$3.13K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC26$3.02K0.00%00.0%Unchanged
TD Private Client Wealth LLC26$3.02K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC23$2.67K0.00%00.0%Unchanged
Bessemer Group Inc19$2.00K0.00%+19New
Jones Financial Companies LLLP16$1.91K0.00%+16New
Tower Research Capital LLC (TRC)16$1.86K0.00%−60−78.9%Reduced
Beaird Harris Wealth Management, LLC13$1.51K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co10$1.16K0.00%00.0%Unchanged
Harbour Investments, Inc.10$1.16K0.00%+10New
Abound Wealth Management9$1.04K0.00%−2−18.2%Reduced
Clean Yield Group9$1.04K0.00%+9New
Mendota Financial Group, LLC8$9290.00%+2+33.3%Added
Central Trust Co8$9290.00%+8New
ClariVest Asset Management LLC4$4390.00%00.0%Unchanged
Cornerstone Planning Group LLC3$3200.00%00.0%Unchanged
West Branch Capital LLC1$1050.00%+1New
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−12,931−100.0%Sold out
MAI Capital Management0$00.00%−3,478−100.0%Sold out
Truist Financial Corp0$00.00%−1,915−100.0%Sold out
Cottonwood Capital Advisors, LLC0$00.00%−1,869−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−152−100.0%Sold out
RFP Financial Group LLC0$00.00%−53−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−51−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−50−100.0%Sold out
First Financial Corp0$00.00%−26−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−23−100.0%Sold out
Lynx Investment Advisory0$00.00%−19−100.0%Sold out
Larson Financial Group LLC0$00.00%−17−100.0%Sold out
Family Firm, Inc.0$00.00%−9−100.0%Sold out
Groupama Asset Managment0$00.00%−50,736−100.0%Sold out
BlackRock Inc.––––Not filed
Institutional & Family Asset Management, LLC––––Not filed