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 |
|---|---|---|---|---|---|
| UBS Group AG | 3,212 | $341.2K | 0.00% | −2,287−41.6% | Reduced |
| Neuberger Berman Group LLC | 3,316 | $352.3K | 0.00% | −238−6.7% | Reduced |
| BNP Paribas Arbitrage, SA | 3,437 | $365.1K | 0.00% | +537+18.5% | Added |
| Park Avenue Securities LLC | 3,460 | $368.0K | 0.00% | +811+30.6% | Added |
| Ameriprise Financial Inc | 3,615 | $384.8K | 0.00% | −323−8.2% | Reduced |
| Financial Counselors Inc | 3,626 | $385.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,627 | $385.3K | 0.01% | −443−10.9% | Reduced |
| Yousif Capital Management, LLC | 3,730 | $396.2K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,734 | $396.6K | 0.00% | +718+23.8% | Added |
| MML Investors Services, LLC | 3,847 | $409.0K | 0.00% | +549+16.6% | Added |
| Aaron Wealth Advisors | 4,188 | $444.9K | 0.05% | +259+6.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,375 | $464.7K | 0.04% | +129+3.0% | Added |
| CAPROCK Group, Inc. | 4,419 | $469.4K | 0.02% | +148+3.5% | Added |
| CI Private Wealth, LLC | 4,484 | $476.3K | 0.00% | −2,091−31.8% | Reduced |
| Sequoia Financial Advisors, LLC | 4,536 | $481.9K | 0.00% | +273+6.4% | Added |
| Citigroup Inc | 4,594 | $488.0K | 0.00% | +246+5.7% | Added |
| Strategic Global Advisors, LLC | 4,622 | $491.0K | 0.09% | +11+0.2% | Added |
| Creative Planning | 4,922 | $522.9K | 0.00% | +246+5.3% | Added |
| Systematic Alpha Investments, LLC | 4,962 | $527.1K | 0.02% | 00.0% | Unchanged |
| 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 |
| Vise Technologies, Inc. | 5,668 | $602.1K | 0.05% | +5,668 | New |
| Assetmark, Inc | 5,914 | $628.3K | 0.00% | −12,832−68.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,210 | $659.0K | 0.19% | −69−1.1% | Reduced |
| State Street Corp | 6,427 | $682.7K | 0.00% | −220−3.3% | Reduced |
| Henshaw Capital LLC | 6,444 | $684.5K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 6,535 | $694.2K | 0.00% | +6,535 | New |
| Citadel Advisors LLC | 6,612 | $702.4K | 0.00% | +2,463+59.4% | Added |
| The PNC Financial Services Group, Inc. | 6,908 | $733.9K | 0.00% | +211+3.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,058 | $758.7K | 0.01% | +2,881+69.0% | Added |
| Fifth Third Bancorp | 7,637 | $811.3K | 0.00% | −2,525−24.8% | Reduced |
| Advisors Asset Management, Inc. | 7,672 | $815.0K | 0.02% | +198+2.6% | Added |
| US Bancorp | 7,776 | $826.0K | 0.00% | +1,742+28.9% | Added |
| DGS Capital Management, LLC | 7,894 | $838.6K | 0.21% | −142−1.8% | Reduced |
| Abc Arbitrage SA | 8,139 | $864.6K | 0.12% | +8,139 | New |
| Wetherby Asset Management Inc | 8,235 | $874.8K | 0.04% | −860−9.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,280 | $879.6K | 0.07% | +5,554+203.7% | Added |
| Callan Family Office, LLC | 8,287 | $880.3K | 0.06% | +8,287 | New |
| AQR Capital Management LLC | 8,353 | $887.3K | 0.00% | +2,465+41.9% | Added |
| Royal Bank of Canada | 8,732 | $929.0K | 0.00% | +131+1.5% | Added |
| Greenleaf Trust | 8,750 | $929.5K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,183 | $975.5K | 0.00% | +6,978+316.5% | Added |
| HighTower Advisors, LLC | 9,770 | $1.04M | 0.00% | +2,822+40.6% | Added |
| Summit Global Investments | 10,046 | $1.07M | 0.07% | +10,046 | New |
| JPMorgan Chase & Co | 10,233 | $1.09M | 0.00% | +2,880+39.2% | Added |
| Rhumbline Advisers | 10,648 | $1.13M | 0.00% | −9−0.1% | Reduced |
| Dimensional Fund Advisors LP | 10,771 | $1.14M | 0.00% | 00.0% | Unchanged |
| 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 |
| Ativo Capital Management LLC | 11,629 | $1.24M | 1.23% | −200−1.7% | Reduced |
| Callan Capital, LLC | 11,658 | $1.24M | 0.09% | −2,298−16.5% | Reduced |
| Mariner, LLC | 13,536 | $1.44M | 0.00% | −3,498−20.5% | Reduced |
| Whittier Trust Co | 13,655 | $1.45M | 0.02% | +4,557+50.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 13,663 | $1.45M | 0.21% | +13,663 | New |
| Goldman Sachs Group Inc | 14,424 | $1.53M | 0.00% | +310+2.2% | Added |
| Paradigm Asset Management Co LLC | 14,500 | $1.54M | 0.42% | −5,900−28.9% | Reduced |
| BTC Capital Management, Inc. | 16,641 | $1.76M | 0.16% | +1,791+12.1% | Added |
| First Trust Advisors LP | 17,386 | $1.85M | 0.00% | +17,386 | New |
| Ritholtz Wealth Management | 17,641 | $1.87M | 0.06% | −505−2.8% | Reduced |
| Naples Global Advisors, LLC | 17,920 | $1.90M | 0.18% | +70.0% | Added |
| Cerity Partners LLC | 18,657 | $2.05M | 0.00% | −1,713−8.4% | Reduced |
| Wambolt & Associates, LLC | 20,742 | $2.20M | 0.71% | −818−3.8% | Reduced |
| Bank of New York Mellon Corp | 21,181 | $2.25M | 0.00% | +474+2.3% | Added |
| SEI Investments Co | 22,715 | $2.41M | 0.00% | +367+1.6% | Added |
| Envestnet Asset Management Inc | 27,132 | $2.88M | 0.00% | +1,496+5.8% | Added |
| Pathstone Holdings, LLC | 27,548 | $2.93M | 0.01% | −55−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 27,859 | $2.96M | 0.00% | +1,650+6.3% | Added |
| JustInvest LLC | 28,780 | $3.06M | 0.05% | +101+0.4% | Added |
| Crossmark Global Holdings, Inc. | 32,806 | $3.48M | 0.06% | +4,084+14.2% | Added |
| Arrowstreet Capital, Limited Partnership | 34,240 | $3.64M | 0.00% | −10,204−23.0% | Reduced |
| Mercer Global Advisors Inc | 35,163 | $3.74M | 0.01% | −4,271−10.8% | Reduced |
| Gilman Hill Asset Management, LLC | 36,590 | $3.89M | 0.68% | +2,775+8.2% | Added |
| Natixis Advisors, L.P. | 39,824 | $4.23M | 0.01% | +294+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 41,283 | $4.38M | 0.01% | +23,595+133.4% | Added |
| Boston Common Asset Management, LLC | 45,074 | $4.79M | 0.14% | −3,445−7.1% | Reduced |
| Quantinno Capital Management LP | 45,376 | $4.82M | 0.05% | +10,176+28.9% | Added |
| O'Shaughnessy Asset Management, LLC | 49,471 | $5.26M | 0.04% | −3,636−6.8% | Reduced |
| QRG Capital Management, Inc. | 54,607 | $5.80M | 0.06% | +1,178+2.2% | Added |
| Henry James International Management, Inc. | 55,773 | $5.92M | 2.13% | +1,218+2.2% | Added |
| Eagle Global Advisors LLC | 80,704 | $8.57M | 0.35% | +2,505+3.2% | Added |
| American Century Companies Inc | 85,114 | $9.04M | 0.01% | +1,064+1.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 91,600 | $9.73M | 0.02% | +44,200+93.2% | Added |
| Wells Fargo & Company | 158,296 | $16.8M | 0.00% | −17,619−10.0% | Reduced |
| BlackRock, Inc. | 187,591 | $19.9M | 0.00% | −7,627−3.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 211,780 | $22.5M | 0.20% | +14,140+7.2% | Added |
| Northern Trust Corp | 213,971 | $22.7M | 0.00% | +82,529+62.8% | Added |
| Todd Asset Management LLC | 346,220 | $36.8M | 0.88% | +2,224+0.6% | Added |
| Bank of America Corp | 424,770 | $45.1M | 0.00% | +5,301+1.3% | Added |
| FMR LLC | 762,757 | $81.0M | 0.00% | +115,068+17.8% | Added |
| Morgan Stanley | 1,022,868 | $108.7M | 0.01% | −6,354−0.6% | Reduced |
| Veriti Management LLC | 0 | $0 | 0.00% | −16,229−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −15,163−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −13,062−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,452−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −36,672−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |