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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Skopos Labs, Inc. | 1 | $107 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 4 | $425 | 0.00% | −4−50.0% | Reduced |
| Cornerstone Planning Group LLC | 6 | $636 | 0.00% | +3+100.0% | Added |
| Abound Wealth Management | 6 | $638 | 0.00% | −3−33.3% | Reduced |
| Clearstead Advisors, LLC | 6 | $638 | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 7 | $744 | 0.00% | +7 | New |
| Clean Yield Group | 9 | $956 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 13 | $1.38K | 0.00% | +13 | New |
| Advantage Trust Co | 16 | $1.70K | 0.00% | +16 | New |
| Global Retirement Partners, LLC | 18 | $1.91K | 0.00% | −25−58.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 23 | $2.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 26 | $2.71K | 0.00% | +26 | New |
| TD Private Client Wealth LLC | 26 | $2.76K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $2.98K | 0.00% | −5−15.2% | Reduced |
| Atala Financial Inc | 31 | $3.29K | 0.00% | +31 | New |
| CVA Family Office, LLC | 34 | $3.61K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 34 | $3.61K | 0.00% | +34 | New |
| Zions Bancorporation, N.A. | 35 | $3.72K | 0.00% | −95−73.1% | Reduced |
| NewSquare Capital LLC | 36 | $3.82K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 37 | $3.93K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $3.93K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 42 | $4.46K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 47 | $4.99K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 53 | $5.63K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 53 | $5.63K | 0.00% | −246−82.3% | Reduced |
| GW&K Investment Management, LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 58 | $6.16K | 0.00% | +58 | New |
| GWM Advisors LLC | 64 | $6.80K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 65 | $6.89K | 0.00% | −13−16.7% | Reduced |
| Bessemer Group Inc | 62 | $7.00K | 0.00% | +43+226.3% | Added |
| Jones Financial Companies LLLP | 68 | $7.22K | 0.00% | +52+325.0% | Added |
| CIBC Private Wealth Group, LLC | 72 | $7.45K | 0.00% | −72−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 74 | $7.86K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 85 | $9.03K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 95 | $10.1K | 0.00% | +1+1.1% | Added |
| Albion Financial Group | 95 | $10.1K | 0.00% | +95 | New |
| R Squared Ltd | 100 | $10.6K | 0.01% | +100 | New |
| Whipplewood Advisors, LLC | 125 | $13.3K | 0.01% | +125 | New |
| Sierra Ocean, LLC | 128 | $13.6K | 0.01% | +128 | New |
| Allworth Financial LP | 142 | $15.0K | 0.00% | +23+19.3% | Added |
| Russell Investments Group, Ltd. | 151 | $16.0K | 0.00% | +15+11.0% | Added |
| Venturi Wealth Management, LLC | 167 | $17.7K | 0.00% | +88+111.4% | Added |
| Versant Capital Management, Inc | 171 | $18.2K | 0.00% | +171 | New |
| Umb Bank N A | 177 | $18.8K | 0.00% | +29+19.6% | Added |
| Capital Analysts, LLC | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 179 | $19.0K | 0.00% | +169+1,690.0% | Added |
| EverSource Wealth Advisors, LLC | 198 | $21.0K | 0.00% | −409−67.4% | Reduced |
| Ronald Blue Trust, Inc. | 219 | $23.3K | 0.00% | −4,380−95.2% | Reduced |
| Boyd Watterson Asset Management LLC | 234 | $24.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 242 | $25.7K | 0.00% | −5−2.0% | Reduced |
| Bruce G. Allen Investments, LLC | 260 | $27.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 269 | $28.6K | 0.00% | +65+31.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 282 | $30.0K | 0.00% | −9−3.1% | Reduced |
| Lindbrook Capital, LLC | 332 | $35.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 333 | $35.4K | 0.02% | +24+7.8% | Added |
| Farther Finance Advisors, LLC | 467 | $49.6K | 0.00% | +2+0.4% | Added |
| Atlas Capital Advisors LLC | 537 | $57.0K | 0.01% | −80−13.0% | Reduced |
| Cromwell Holdings LLC | 610 | $64.8K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 675 | $71.7K | 0.00% | −12−1.7% | Reduced |
| Huntington National Bank | 880 | $93.5K | 0.00% | −13−1.5% | Reduced |
| CWM, LLC | 884 | $94.0K | 0.00% | −53−5.7% | Reduced |
| SG Americas Securities, LLC | 1,157 | $123.0K | 0.00% | +1,157 | New |
| Advisor Group Holdings, Inc. | 1,257 | $133.6K | 0.00% | +145+13.0% | Added |
| Smartleaf Asset Management LLC | 1,274 | $135.9K | 0.01% | +941+282.6% | Added |
| GAMMA Investing LLC | 1,288 | $136.8K | 0.01% | −245−16.0% | Reduced |
| Aquatic Capital Management LLC | 1,410 | $149.8K | 0.00% | +1,310+1,310.0% | Added |
| Knights of Columbus Asset Advisors LLC | 1,630 | $173.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,847 | $196.2K | 0.00% | +6+0.3% | Added |
| PDS Planning, Inc | 1,913 | $203.2K | 0.02% | −316−14.2% | Reduced |
| Gitterman Wealth Management, LLC | 1,927 | $204.6K | 0.09% | +162+9.2% | Added |
| United Capital Financial Advisers, LLC | 1,980 | $210.3K | 0.00% | +37+1.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,024 | $215.0K | 0.00% | +2,024 | New |
| Ethic Inc. | 2,038 | $216.5K | 0.00% | −2,337−53.4% | Reduced |
| Ballentine Partners, LLC | 2,090 | $222.0K | 0.00% | +76+3.8% | Added |
| Marshall Wace, LLP | 2,132 | $226.5K | 0.00% | +2,132 | New |
| Johnson Investment Counsel Inc | 2,159 | $229.4K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 2,224 | $236.3K | 0.01% | +43+2.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,225 | $236.4K | 0.01% | +197+9.7% | Added |
| Lido Advisors, LLC | 2,380 | $252.8K | 0.00% | +2,380 | New |
| Net Worth Advisory Group | 2,432 | $258.4K | 0.08% | −56−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,441 | $259.3K | 0.02% | +13+0.5% | Added |
| RNC Capital Management LLC | 2,550 | $270.9K | 0.01% | −75−2.9% | Reduced |
| Quadrant Capital Group LLC | 2,554 | $271.3K | 0.02% | +18+0.7% | Added |
| Two Sigma Investments, LP | 2,567 | $272.7K | 0.00% | +2,567 | New |
| Atomi Financial Group, Inc. | 2,588 | $275.0K | 0.01% | −188−6.8% | Reduced |
| LPL Financial LLC | 2,648 | $281.3K | 0.00% | +867+48.7% | Added |
| Hardy Reed LLC | 2,685 | $285.2K | 0.03% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,692 | $286.0K | 0.03% | +2,692 | New |
| Glenmede Trust Co NA | 2,762 | $293.4K | 0.00% | −42−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 2,866 | $304.5K | 0.01% | +45+1.6% | Added |
| Raymond James Financial Inc | 2,941 | $312.5K | 0.00% | +2,941 | New |
| RSM US Wealth Management LLC | 2,937 | $313.3K | 0.00% | −469−13.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,036 | $322.5K | 0.01% | +1,598+111.1% | Added |
| Franklin Resources Inc | 3,141 | $333.7K | 0.00% | +300+10.6% | Added |
| First Affirmative Financial Network | 3,198 | $339.7K | 0.20% | +3+0.1% | Added |