Orix Corp

Exchange: NYSE
Industry: Miscellaneous Business Credit Institution
SEC CIK: 0001070304

SEC filings (opens in a new tab)

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

Q4 2024 vs. Q3 2024

How the institutions holding Orix Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of IX: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	175	2	190	+17
Shares	4.56M	1.81K	4.82M	+260.7K (+5.7%)
Value	$519.7M	$210.6K	$511.8M	−$7.71M (−1.5%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Orix Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to IX in Q4 2024
Institution	Shares	Value	% of portfolio
First Trust Advisors LP	17,386	$1.85M	0.00%
Parr McKnight Wealth Management Group, LLC	13,663	$1.45M	0.21%
Summit Global Investments	10,046	$1.07M	0.07%
Callan Family Office, LLC	8,287	$880.3K	0.06%
Abc Arbitrage SA	8,139	$864.6K	0.12%
Millennium Management LLC	6,535	$694.2K	0.00%
Vise Technologies, Inc.	5,668	$602.1K	0.05%
National Bank of Canada	5,000	$531.1K	0.00%
Raymond James Financial Inc	2,941	$312.5K	0.00%
Savvy Advisors, Inc.	2,692	$286.0K	0.03%
Two Sigma Investments, LP	2,567	$272.7K	0.00%
Lido Advisors, LLC	2,380	$252.8K	0.00%
Marshall Wace, LLP	2,132	$226.5K	0.00%
Envestnet Portfolio Solutions, Inc.	2,024	$215.0K	0.00%
SG Americas Securities, LLC	1,157	$123.0K	0.00%
Versant Capital Management, Inc	171	$18.2K	0.00%
Sierra Ocean, LLC	128	$13.6K	0.01%
Whipplewood Advisors, LLC	125	$13.3K	0.01%
R Squared Ltd	100	$10.6K	0.01%
Albion Financial Group	95	$10.1K	0.00%
UMA Financial Services, Inc.	58	$6.16K	0.00%
NewSquare Capital LLC	36	$3.82K	0.00%
Van Hulzen Asset Management, LLC	34	$3.61K	0.00%
Atala Financial Inc	31	$3.29K	0.00%
MAI Capital Management	26	$2.71K	0.00%
Advantage Trust Co	16	$1.70K	0.00%
Decker Retirement Planning Inc.	13	$1.38K	0.00%
Golden State Wealth Management, LLC	7	$744	0.00%
Clearstead Advisors, LLC	6	$638	0.00%
Skopos Labs, Inc.	1	$107	0.00%
Wood Tarver Financial Group, LLC	2	$0	0.00%

Sold out (14)

Institutions that held Orix Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of IX in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Veriti Management LLC	16,229	$1.88M
Vident Advisory, LLC	15,163	$1.76M
Cresset Asset Management, LLC	13,062	$1.52M
Virtu Financial LLC	9,452	$1.10M
International Assets Investment Management, LLC	36,672	$316.0K
Captrust Financial Advisors	2,315	$268.7K
Pinnacle Wealth Planning Services, Inc.	2,059	$238.9K
Ascent Group, LLC	1,944	$225.6K
Farmers & Merchants Investments Inc	148	$17.2K
Frazier Financial Advisors, LLC	49	$5.69K
Grove Bank & Trust	46	$5.34K
Tower Research Capital LLC (TRC)	16	$1.86K
Central Trust Co	8	$929
West Branch Capital LLC	1	$105

Not filed for Q4 2024 yet (2)

Institutions that held Orix Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James Financial Services Advisors, Inc.	1,811	$210.2K
ClariVest Asset Management LLC	4	$439