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, Q1 2025
Institutional positions in Orix Corp as of Mar 31, 2025. 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
- 191
- +6 vs. Q4 2024
- Shares held
- 24.8M
- +792.9K (+3.3%) vs. Q4 2024Converted for a 5-for-1 split
- Total value
- $518.0M
- +$8.03M (+1.6%) vs. Q4 2024
- New holders
- 27
- 68 more added
- Sold out
- 21
- 63 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3 | $63 | 0.00% | −892−99.7% | ReducedConverted for a 5-for-1 split |
| Halbert Hargrove Global Advisors, LLC | 7 | $149 | 0.00% | +7 | New |
| GPS Wealth Strategies Group, LLC | 8 | $167 | 0.00% | +8 | New |
| Deutsche Bank AG | 9 | $188 | 0.00% | +9 | New |
| American National Bank | 12 | $254 | 0.00% | +12 | New |
| CIBC Private Wealth Group, LLC | 15 | $274 | 0.00% | −345−95.8% | ReducedConverted for a 5-for-1 split |
| Abound Wealth Management | 20 | $418 | 0.00% | −10−33.3% | ReducedConverted for a 5-for-1 split |
| Highline Wealth Partners LLC | 25 | $522 | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 30 | $604 | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $731 | 0.00% | −95−73.1% | ReducedConverted for a 5-for-1 split |
| Golden State Wealth Management, LLC | 35 | $731 | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| First Command Advisory Services, Inc. | 40 | $836 | 0.00% | +40 | New |
| Private Wealth Asset Management, LLC | 40 | $836 | 0.00% | +40 | New |
| Clean Yield Group | 45 | $940 | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| CX Institutional | 50 | $1.00K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 50 | $1.04K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Bogart Wealth, LLC | 60 | $1.25K | 0.00% | +60 | New |
| MAI Capital Management | 65 | $1.36K | 0.00% | −65−50.0% | ReducedConverted for a 5-for-1 split |
| Beaird Harris Wealth Management, LLC | 65 | $1.36K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Brown, Lisle/Cummings, Inc. | 80 | $1.67K | 0.00% | +80 | New |
| Continuum Advisory, LLC | 85 | $1.78K | 0.00% | −100−54.1% | ReducedConverted for a 5-for-1 split |
| Tortoise Investment Management, LLC | 100 | $2.09K | 0.00% | +100 | New |
| Binnacle Investments Inc | 100 | $2.09K | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 115 | $2.40K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Private Trust Co NA | 130 | $2.72K | 0.00% | +130 | New |
| SRS Capital Advisors, Inc. | 145 | $3.03K | 0.00% | +145 | New |
| Atala Financial Inc | 155 | $3.24K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| CVA Family Office, LLC | 170 | $3.55K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Zions Bancorporation, National Association | 175 | $3.66K | 0.00% | +175 | New |
| Pinnacle Bancorp, Inc. | 175 | $3.66K | 0.00% | +175 | New |
| Raffa Wealth Management, LLC | 185 | $3.87K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Bell Investment Advisors, Inc | 189 | $3.95K | 0.00% | +49+35.0% | AddedConverted for a 5-for-1 split |
| Hantz Financial Services, Inc. | 206 | $4.00K | 0.00% | +206 | New |
| Creative Financial Designs Inc | 210 | $4.39K | 0.00% | +75+55.6% | AddedConverted for a 5-for-1 split |
| Parkside Financial Bank & Trust | 245 | $5.12K | 0.00% | +245 | New |
| Mather Group, LLC. | 260 | $5.43K | 0.00% | −5−1.9% | ReducedConverted for a 5-for-1 split |
| Addison Advisors LLC | 265 | $5.54K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| GW&K Investment Management, LLC | 265 | $6.00K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| UMA Financial Services, Inc. | 290 | $6.06K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| GWM Advisors LLC | 320 | $6.68K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Whipplewood Advisors, LLC | 25 | $7.31K | 0.00% | −600−96.0% | ReducedConverted for a 5-for-1 split |
| Steward Partners Investment Advisory, LLC | 355 | $7.42K | 0.00% | −15−4.1% | ReducedConverted for a 5-for-1 split |
| NewSquare Capital LLC | 365 | $7.63K | 0.00% | +185+102.8% | AddedConverted for a 5-for-1 split |
| Sierra Ocean, LLC | 380 | $7.94K | 0.01% | −260−40.6% | ReducedConverted for a 5-for-1 split |
| Global Financial Private Client, LLC | 425 | $8.88K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Albion Financial Group | 475 | $9.92K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| IFP Advisors, Inc | 521 | $10.9K | 0.00% | +46+9.7% | AddedConverted for a 5-for-1 split |
| Allworth Financial LP | 614 | $12.5K | 0.00% | −96−13.5% | ReducedConverted for a 5-for-1 split |
| Umb Bank N A | 835 | $17.4K | 0.00% | −50−5.6% | ReducedConverted for a 5-for-1 split |
| Capital Analysts, LLC | 875 | $18.0K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Jones Financial Companies LLLP | 880 | $18.6K | 0.00% | +540+158.8% | AddedConverted for a 5-for-1 split |
| EverSource Wealth Advisors, LLC | 894 | $18.7K | 0.00% | −96−9.7% | ReducedConverted for a 5-for-1 split |
| Financial Management Professionals, Inc. | 922 | $19.3K | 0.00% | −423−31.4% | ReducedConverted for a 5-for-1 split |
| Ronald Blue Trust, Inc. | 1,085 | $22.7K | 0.00% | −10−0.9% | ReducedConverted for a 5-for-1 split |
| Boyd Watterson Asset Management LLC | 1,170 | $24.4K | 0.01% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Advisor Group Holdings, Inc. | 1,215 | $25.4K | 0.00% | −5,070−80.7% | ReducedConverted for a 5-for-1 split |
| Principal Securities, Inc. | 242 | $25.7K | 0.00% | −968−80.0% | ReducedConverted for a 5-for-1 split |
| Bruce G. Allen Investments, LLC | 1,270 | $26.5K | 0.02% | −30−2.3% | ReducedConverted for a 5-for-1 split |
| Skopos Labs, Inc. | 1,329 | $27.8K | 0.01% | +1,324+26,480.0% | AddedConverted for a 5-for-1 split |
| Russell Investments Group, Ltd. | 1,340 | $28.0K | 0.00% | +585+77.5% | AddedConverted for a 5-for-1 split |
| Lindbrook Capital, LLC | 1,500 | $31.3K | 0.00% | −160−9.6% | ReducedConverted for a 5-for-1 split |
| Farther Finance Advisors, LLC | 1,563 | $32.6K | 0.00% | −772−33.1% | ReducedConverted for a 5-for-1 split |
| Wayfinding Financial, LLC | 1,642 | $34.0K | 0.01% | +1,642 | New |
| Brentview Investment Management LLC | 1,760 | $36.8K | 0.02% | +1,760 | New |
| WealthCollab, LLC | 1,907 | $39.8K | 0.02% | +242+14.5% | AddedConverted for a 5-for-1 split |
| Geneos Wealth Management Inc. | 2,080 | $43.5K | 0.00% | +1,845+785.1% | AddedConverted for a 5-for-1 split |
| Bessemer Group Inc | 2,283 | $48.0K | 0.00% | +1,973+636.5% | AddedConverted for a 5-for-1 split |
| Atlas Capital Advisors LLC | 2,830 | $59.1K | 0.01% | +145+5.4% | AddedConverted for a 5-for-1 split |
| Cromwell Holdings LLC | 3,050 | $63.7K | 0.04% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Bryn Mawr Trust Co | 3,295 | $68.8K | 0.00% | −80−2.4% | ReducedConverted for a 5-for-1 split |
| CWM, LLC | 3,953 | $83.0K | 0.00% | −467−10.6% | ReducedConverted for a 5-for-1 split |
| Huntington National Bank | 4,929 | $103.0K | 0.00% | +529+12.0% | AddedConverted for a 5-for-1 split |
| Coldstream Capital Management Inc | 5,101 | $106.6K | 0.00% | +5,101 | New |
| GAMMA Investing LLC | 5,708 | $119.2K | 0.01% | −732−11.4% | ReducedConverted for a 5-for-1 split |
| SG Americas Securities, LLC | 5,773 | $121.0K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Smartleaf Asset Management LLC | 7,374 | $156.2K | 0.02% | +1,004+15.8% | AddedConverted for a 5-for-1 split |
| Knights of Columbus Asset Advisors LLC | 7,774 | $162.4K | 0.01% | −376−4.6% | ReducedConverted for a 5-for-1 split |
| Parallel Advisors, LLC | 9,235 | $192.9K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Gitterman Wealth Management, LLC | 9,824 | $205.3K | 0.05% | +189+2.0% | AddedConverted for a 5-for-1 split |
| Ballentine Partners, LLC | 10,250 | $214.1K | 0.00% | −200−1.9% | ReducedConverted for a 5-for-1 split |
| Dorsey & Whitney Trust CO LLC | 10,588 | $221.2K | 0.01% | −537−4.8% | ReducedConverted for a 5-for-1 split |
| Ethic Inc. | 10,821 | $225.4K | 0.00% | +631+6.2% | AddedConverted for a 5-for-1 split |
| PDS Planning, Inc | 10,849 | $226.6K | 0.02% | +1,284+13.4% | AddedConverted for a 5-for-1 split |
| UBS Group AG | 11,080 | $231.5K | 0.00% | −4,980−31.0% | ReducedConverted for a 5-for-1 split |
| Yousif Capital Management, LLC | 11,300 | $236.1K | 0.00% | −7,350−39.4% | ReducedConverted for a 5-for-1 split |
| Captrust Financial Advisors | 11,319 | $236.5K | 0.00% | +11,319 | New |
| Net Worth Advisory Group | 11,522 | $240.7K | 0.08% | −638−5.2% | ReducedConverted for a 5-for-1 split |
| Pitcairn Co | 11,839 | $247.3K | 0.01% | +719+6.5% | AddedConverted for a 5-for-1 split |
| Ascent Group, LLC | 12,605 | $263.3K | 0.01% | +12,605 | New |
| RNC Capital Management LLC | 12,770 | $266.8K | 0.01% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Financial Counselors Inc | 13,087 | $273.4K | 0.00% | −5,043−27.8% | ReducedConverted for a 5-for-1 split |
| Laird Norton Trust Company, LLC | 13,400 | $279.9K | 0.05% | +13,400 | New |
| Hardy Reed LLC | 13,425 | $280.4K | 0.02% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Checchi Capital Advisers, LLC | 13,605 | $284.2K | 0.02% | +1,400+11.5% | AddedConverted for a 5-for-1 split |
| Citigroup Inc | 13,668 | $285.5K | 0.00% | −9,302−40.5% | ReducedConverted for a 5-for-1 split |
| Neuberger Berman Group LLC | 14,095 | $294.4K | 0.00% | −2,485−15.0% | ReducedConverted for a 5-for-1 split |
| First Affirmative Financial Network | 14,712 | $307.3K | 0.19% | −1,278−8.0% | ReducedConverted for a 5-for-1 split |
| Savvy Advisors, Inc. | 15,080 | $315.0K | 0.03% | +1,620+12.0% | AddedConverted for a 5-for-1 split |
| LPL Financial LLC | 15,084 | $315.1K | 0.00% | +1,844+13.9% | AddedConverted for a 5-for-1 split |
| Lido Advisors, LLC | 15,200 | $317.5K | 0.00% | +3,300+27.7% | AddedConverted for a 5-for-1 split |