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

Q1 2025 vs. Q4 2024

How the institutions holding Orix Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of IX: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	190	5	191	+6
SharesConverted for a 5-for-1 split	24.1M	84.1K	24.8M	+792.9K (+3.3%)
Value	$511.8M	$1.79M	$518.0M	+$8.03M (+1.6%)

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Orix Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to IX in Q1 2025
Institution	Shares	Value	% of portfolio
RMB Capital Management, LLC	52,803	$1.10M	0.03%
Qube Research & Technologies Ltd	24,131	$504.1K	0.00%
Trexquant Investment LP	20,393	$426.0K	0.00%
Laird Norton Trust Company, LLC	13,400	$279.9K	0.05%
Ascent Group, LLC	12,605	$263.3K	0.01%
Captrust Financial Advisors	11,319	$236.5K	0.00%
Coldstream Capital Management Inc	5,101	$106.6K	0.00%
Brentview Investment Management LLC	1,760	$36.8K	0.02%
Wayfinding Financial, LLC	1,642	$34.0K	0.01%
Parkside Financial Bank & Trust	245	$5.12K	0.00%
Hantz Financial Services, Inc.	206	$4.00K	0.00%
Zions Bancorporation, National Association	175	$3.66K	0.00%
Pinnacle Bancorp, Inc.	175	$3.66K	0.00%
SRS Capital Advisors, Inc.	145	$3.03K	0.00%
Private Trust Co NA	130	$2.72K	0.00%
Tortoise Investment Management, LLC	100	$2.09K	0.00%
Binnacle Investments Inc	100	$2.09K	0.00%
Brown, Lisle/Cummings, Inc.	80	$1.67K	0.00%
Bogart Wealth, LLC	60	$1.25K	0.00%
CX Institutional	50	$1.00K	0.00%
First Command Advisory Services, Inc.	40	$836	0.00%
Private Wealth Asset Management, LLC	40	$836	0.00%
Highline Wealth Partners LLC	25	$522	0.00%
American National Bank	12	$254	0.00%
Deutsche Bank AG	9	$188	0.00%
GPS Wealth Strategies Group, LLC	8	$167	0.00%
Halbert Hargrove Global Advisors, LLC	7	$149	0.00%

Sold out (21)

Institutions that held Orix Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of IX in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Abc Arbitrage SA	8,139	$864.6K
Citadel Advisors LLC	6,612	$702.4K
Park Avenue Securities LLC	3,460	$368.0K
Two Sigma Investments, LP	2,567	$272.7K
Johnson Investment Counsel Inc	2,159	$229.4K
Marshall Wace, LLP	2,132	$226.5K
Envestnet Portfolio Solutions, Inc.	2,024	$215.0K
United Capital Financial Advisers, LLC	1,980	$210.3K
Aquatic Capital Management LLC	1,410	$149.8K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	282	$30.0K
Venturi Wealth Management, LLC	167	$17.7K
R Squared Ltd	100	$10.6K
Proequities, Inc.	65	$6.89K
Creekmur Asset Management LLC	42	$4.46K
Van Hulzen Asset Management, LLC	34	$3.61K
TD Private Client Wealth LLC	26	$2.76K
Advantage Trust Co	16	$1.70K
Decker Retirement Planning Inc.	13	$1.38K
Clearstead Advisors, LLC	6	$638
Mendota Financial Group, LLC	4	$425
Wood Tarver Financial Group, LLC	2	$0

Not filed for Q1 2025 yet (5)

Institutions that held Orix Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Wetherby Asset Management Inc	8,235	$874.8K
Vise Technologies, Inc.	5,668	$602.1K
Lake Street Advisors Group, LLC	2,866	$304.5K
Zions Bancorporation, N.A.	35	$3.72K
Global Retirement Partners, LLC	18	$1.91K