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