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, Q4 2024
Institutional positions in Orix Corp as of Dec 31, 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
- 190
- +17 vs. Q3 2024
- Shares held
- 4.82M
- +260.7K (+5.7%) vs. Q3 2024
- Total value
- $511.8M
- −$7.71M (−1.5%) vs. Q3 2024
- New holders
- 31
- 76 more added
- Sold out
- 14
- 52 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,022,868 | $108.7M | 0.01% | −6,354−0.6% | Reduced |
| FMR LLC | 762,757 | $81.0M | 0.00% | +115,068+17.8% | Added |
| Bank of America Corp | 424,770 | $45.1M | 0.00% | +5,301+1.3% | Added |
| Todd Asset Management LLC | 346,220 | $36.8M | 0.88% | +2,224+0.6% | Added |
| Northern Trust Corp | 213,971 | $22.7M | 0.00% | +82,529+62.8% | Added |
| Teachers Retirement System of the State of Kentucky | 211,780 | $22.5M | 0.20% | +14,140+7.2% | Added |
| BlackRock, Inc. | 187,591 | $19.9M | 0.00% | −7,627−3.9% | Reduced |
| Wells Fargo & Company | 158,296 | $16.8M | 0.00% | −17,619−10.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 91,600 | $9.73M | 0.02% | +44,200+93.2% | Added |
| American Century Companies Inc | 85,114 | $9.04M | 0.01% | +1,064+1.3% | Added |
| Eagle Global Advisors LLC | 80,704 | $8.57M | 0.35% | +2,505+3.2% | Added |
| Henry James International Management, Inc. | 55,773 | $5.92M | 2.13% | +1,218+2.2% | Added |
| QRG Capital Management, Inc. | 54,607 | $5.80M | 0.06% | +1,178+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 49,471 | $5.26M | 0.04% | −3,636−6.8% | Reduced |
| Quantinno Capital Management LP | 45,376 | $4.82M | 0.05% | +10,176+28.9% | Added |
| Boston Common Asset Management, LLC | 45,074 | $4.79M | 0.14% | −3,445−7.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 41,283 | $4.38M | 0.01% | +23,595+133.4% | Added |
| Natixis Advisors, L.P. | 39,824 | $4.23M | 0.01% | +294+0.7% | Added |
| Gilman Hill Asset Management, LLC | 36,590 | $3.89M | 0.68% | +2,775+8.2% | Added |
| Mercer Global Advisors Inc | 35,163 | $3.74M | 0.01% | −4,271−10.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 34,240 | $3.64M | 0.00% | −10,204−23.0% | Reduced |
| Crossmark Global Holdings, Inc. | 32,806 | $3.48M | 0.06% | +4,084+14.2% | Added |
| JustInvest LLC | 28,780 | $3.06M | 0.05% | +101+0.4% | Added |
| Charles Schwab Investment Management Inc | 27,859 | $2.96M | 0.00% | +1,650+6.3% | Added |
| Pathstone Holdings, LLC | 27,548 | $2.93M | 0.01% | −55−0.2% | Reduced |
| Envestnet Asset Management Inc | 27,132 | $2.88M | 0.00% | +1,496+5.8% | Added |
| SEI Investments Co | 22,715 | $2.41M | 0.00% | +367+1.6% | Added |
| Bank of New York Mellon Corp | 21,181 | $2.25M | 0.00% | +474+2.3% | Added |
| Wambolt & Associates, LLC | 20,742 | $2.20M | 0.71% | −818−3.8% | Reduced |
| Cerity Partners LLC | 18,657 | $2.05M | 0.00% | −1,713−8.4% | Reduced |
| Naples Global Advisors, LLC | 17,920 | $1.90M | 0.18% | +70.0% | Added |
| Ritholtz Wealth Management | 17,641 | $1.87M | 0.06% | −505−2.8% | Reduced |
| First Trust Advisors LP | 17,386 | $1.85M | 0.00% | +17,386 | New |
| BTC Capital Management, Inc. | 16,641 | $1.76M | 0.16% | +1,791+12.1% | Added |
| Paradigm Asset Management Co LLC | 14,500 | $1.54M | 0.42% | −5,900−28.9% | Reduced |
| Goldman Sachs Group Inc | 14,424 | $1.53M | 0.00% | +310+2.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 13,663 | $1.45M | 0.21% | +13,663 | New |
| Whittier Trust Co | 13,655 | $1.45M | 0.02% | +4,557+50.1% | Added |
| Mariner, LLC | 13,536 | $1.44M | 0.00% | −3,498−20.5% | Reduced |
| Callan Capital, LLC | 11,658 | $1.24M | 0.09% | −2,298−16.5% | Reduced |
| Ativo Capital Management LLC | 11,629 | $1.24M | 1.23% | −200−1.7% | Reduced |
| Brinker Capital Investments, LLC | 11,353 | $1.21M | 0.01% | +3,170+38.7% | Added |
| Orion Portfolio Solutions, LLC | 11,353 | $1.21M | 0.01% | +3,170+38.7% | Added |
| Dimensional Fund Advisors LP | 10,771 | $1.14M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,648 | $1.13M | 0.00% | −9−0.1% | Reduced |
| JPMorgan Chase & Co | 10,233 | $1.09M | 0.00% | +2,880+39.2% | Added |
| Summit Global Investments | 10,046 | $1.07M | 0.07% | +10,046 | New |
| HighTower Advisors, LLC | 9,770 | $1.04M | 0.00% | +2,822+40.6% | Added |
| D. E. Shaw & Co., Inc. | 9,183 | $975.5K | 0.00% | +6,978+316.5% | Added |
| Greenleaf Trust | 8,750 | $929.5K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,732 | $929.0K | 0.00% | +131+1.5% | Added |
| AQR Capital Management LLC | 8,353 | $887.3K | 0.00% | +2,465+41.9% | Added |
| Callan Family Office, LLC | 8,287 | $880.3K | 0.06% | +8,287 | New |
| Campbell & CO Investment Adviser LLC | 8,280 | $879.6K | 0.07% | +5,554+203.7% | Added |
| Wetherby Asset Management Inc | 8,235 | $874.8K | 0.04% | −860−9.5% | Reduced |
| Abc Arbitrage SA | 8,139 | $864.6K | 0.12% | +8,139 | New |
| DGS Capital Management, LLC | 7,894 | $838.6K | 0.21% | −142−1.8% | Reduced |
| US Bancorp | 7,776 | $826.0K | 0.00% | +1,742+28.9% | Added |
| Advisors Asset Management, Inc. | 7,672 | $815.0K | 0.02% | +198+2.6% | Added |
| Fifth Third Bancorp | 7,637 | $811.3K | 0.00% | −2,525−24.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,058 | $758.7K | 0.01% | +2,881+69.0% | Added |
| The PNC Financial Services Group, Inc. | 6,908 | $733.9K | 0.00% | +211+3.2% | Added |
| Citadel Advisors LLC | 6,612 | $702.4K | 0.00% | +2,463+59.4% | Added |
| Millennium Management LLC | 6,535 | $694.2K | 0.00% | +6,535 | New |
| Henshaw Capital LLC | 6,444 | $684.5K | 0.03% | 00.0% | Unchanged |
| State Street Corp | 6,427 | $682.7K | 0.00% | −220−3.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,210 | $659.0K | 0.19% | −69−1.1% | Reduced |
| Assetmark, Inc | 5,914 | $628.3K | 0.00% | −12,832−68.5% | Reduced |
| Vise Technologies, Inc. | 5,668 | $602.1K | 0.05% | +5,668 | New |
| Kathmere Capital Management, LLC | 5,000 | $531.1K | 0.05% | −225−4.3% | Reduced |
| National Bank of Canada | 5,000 | $531.1K | 0.00% | +5,000 | New |
| Systematic Alpha Investments, LLC | 4,962 | $527.1K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 4,922 | $522.9K | 0.00% | +246+5.3% | Added |
| Strategic Global Advisors, LLC | 4,622 | $491.0K | 0.09% | +11+0.2% | Added |
| Citigroup Inc | 4,594 | $488.0K | 0.00% | +246+5.7% | Added |
| Sequoia Financial Advisors, LLC | 4,536 | $481.9K | 0.00% | +273+6.4% | Added |
| CI Private Wealth, LLC | 4,484 | $476.3K | 0.00% | −2,091−31.8% | Reduced |
| CAPROCK Group, Inc. | 4,419 | $469.4K | 0.02% | +148+3.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,375 | $464.7K | 0.04% | +129+3.0% | Added |
| Aaron Wealth Advisors | 4,188 | $444.9K | 0.05% | +259+6.6% | Added |
| MML Investors Services, LLC | 3,847 | $409.0K | 0.00% | +549+16.6% | Added |
| TownSquare Capital, LLC | 3,734 | $396.6K | 0.00% | +718+23.8% | Added |
| Yousif Capital Management, LLC | 3,730 | $396.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,627 | $385.3K | 0.01% | −443−10.9% | Reduced |
| Financial Counselors Inc | 3,626 | $385.2K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,615 | $384.8K | 0.00% | −323−8.2% | Reduced |
| Park Avenue Securities LLC | 3,460 | $368.0K | 0.00% | +811+30.6% | Added |
| BNP Paribas Arbitrage, SA | 3,437 | $365.1K | 0.00% | +537+18.5% | Added |
| Neuberger Berman Group LLC | 3,316 | $352.3K | 0.00% | −238−6.7% | Reduced |
| UBS Group AG | 3,212 | $341.2K | 0.00% | −2,287−41.6% | Reduced |
| First Affirmative Financial Network | 3,198 | $339.7K | 0.20% | +3+0.1% | Added |
| Franklin Resources Inc | 3,141 | $333.7K | 0.00% | +300+10.6% | Added |
| Whittier Trust Co of Nevada Inc | 3,036 | $322.5K | 0.01% | +1,598+111.1% | Added |
| RSM US Wealth Management LLC | 2,937 | $313.3K | 0.00% | −469−13.8% | Reduced |
| Raymond James Financial Inc | 2,941 | $312.5K | 0.00% | +2,941 | New |
| Lake Street Advisors Group, LLC | 2,866 | $304.5K | 0.01% | +45+1.6% | Added |
| Glenmede Trust Co NA | 2,762 | $293.4K | 0.00% | −42−1.5% | Reduced |
| Savvy Advisors, Inc. | 2,692 | $286.0K | 0.03% | +2,692 | New |
| Hardy Reed LLC | 2,685 | $285.2K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 2,648 | $281.3K | 0.00% | +867+48.7% | Added |