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Livermore
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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.

Institutional holdersQ1 2025: 191 institutions
Q1 2021: 126 institutionsQ2 2021: 121 institutionsQ3 2021: 135 institutionsQ4 2021: 148 institutionsQ1 2022: 143 institutionsQ2 2022: 139 institutionsQ3 2022: 123 institutionsQ4 2022: 128 institutionsQ1 2023: 123 institutionsQ2 2023: 130 institutionsQ3 2023: 136 institutionsQ4 2023: 152 institutionsQ1 2024: 160 institutionsQ2 2024: 172 institutionsQ3 2024: 175 institutionsQ4 2024: 190 institutionsQ1 2025: 191 institutionsQ2 2025: 209 institutionsQ3 2025: 217 institutionsQ4 2025: 241 institutionsQ1 2026: 283 institutionsQ2 2026: 319 institutions
Value heldQ1 2025: $518.0M
Q1 2021: $329.0MQ2 2021: $331.3MQ3 2021: $364.8MQ4 2021: $421.0MQ1 2022: $400.3MQ2 2022: $327.8MQ3 2022: $269.9MQ4 2022: $306.0MQ1 2023: $307.9MQ2 2023: $374.7MQ3 2023: $396.5MQ4 2023: $395.3MQ1 2024: $480.3MQ2 2024: $499.6MQ3 2024: $519.7MQ4 2024: $511.8MQ1 2025: $518.0MQ2 2025: $571.7MQ3 2025: $662.3MQ4 2025: $784.0MQ1 2026: $1.02BQ2 2026: $1.42B
Institutions holding IX and their total value by quarter
QuarterHoldersValue
Q2 2026319$1.42B
Q1 2026283$1.02B
Q4 2025241$784.0M
Q3 2025217$662.3M
Q2 2025209$571.7M
Q1 2025191$518.0M
Q4 2024190$511.8M
Q3 2024175$519.7M
Q2 2024172$499.6M
Q1 2024160$480.3M
Q4 2023152$395.3M
Q3 2023136$396.5M
Q2 2023130$374.7M
Q1 2023123$307.9M
Q4 2022128$306.0M
Q3 2022123$269.9M
Q2 2022139$327.8M
Q1 2022143$400.3M
Q4 2021148$421.0M
Q3 2021135$364.8M
Q2 2021121$331.3M
Q1 2021126$329.0M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2024.

Institutions holding IX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc15,799$330.0K0.06%+14,944+1,747.8%AddedConverted for a 5-for-1 split
Franklin Resources Inc15,799$330.0K0.00%+94+0.6%AddedConverted for a 5-for-1 split
Atomi Financial Group, Inc.15,861$331.3K0.02%+2,921+22.6%AddedConverted for a 5-for-1 split
RSM US Wealth Management LLC16,084$336.0K0.01%+1,399+9.5%AddedConverted for a 5-for-1 split
Summit Global Investments16,423$343.0K0.02%−33,807−67.3%ReducedConverted for a 5-for-1 split
Raymond James Financial Inc16,700$348.9K0.00%+1,995+13.6%AddedConverted for a 5-for-1 split
TownSquare Capital, LLC17,617$368.0K0.00%−1,053−5.6%ReducedConverted for a 5-for-1 split
Signaturefd, LLC18,156$379.3K0.01%00.0%UnchangedConverted for a 5-for-1 split
MML Investors Services, LLC19,037$398.0K0.00%−198−1.0%ReducedConverted for a 5-for-1 split
Glenmede Trust Co NA19,364$404.5K0.00%+5,554+40.2%AddedConverted for a 5-for-1 split
Ameriprise Financial Inc19,585$408.6K0.00%+1,510+8.4%AddedConverted for a 5-for-1 split
Trexquant Investment LP20,393$426.0K0.00%+20,393New
Sequoia Financial Advisors, LLC20,505$428.3K0.00%−2,175−9.6%ReducedConverted for a 5-for-1 split
CI Private Wealth, LLC20,924$437.1K0.00%−1,496−6.7%ReducedConverted for a 5-for-1 split
Aaron Wealth Advisors22,057$460.8K0.05%+1,117+5.3%AddedConverted for a 5-for-1 split
Strategic Global Advisors, LLC22,604$472.2K0.09%−506−2.2%ReducedConverted for a 5-for-1 split
Mount Yale Investment Advisors, LLC23,025$481.0K0.04%+1,150+5.3%AddedConverted for a 5-for-1 split
Whittier Trust Co of Nevada Inc23,243$485.3K0.01%+8,063+53.1%AddedConverted for a 5-for-1 split
CAPROCK Group, Inc.23,675$494.6K0.02%+1,580+7.2%AddedConverted for a 5-for-1 split
Creative Planning24,034$502.1K0.00%−576−2.3%ReducedConverted for a 5-for-1 split
Qube Research & Technologies Ltd24,131$504.1K0.00%+24,131New
Systematic Alpha Investments, LLC24,810$518.3K0.02%00.0%UnchangedConverted for a 5-for-1 split
Kathmere Capital Management, LLC26,855$561.0K0.05%+1,855+7.4%AddedConverted for a 5-for-1 split
BNP Paribas Arbitrage, SA28,690$599.3K0.00%+11,505+66.9%AddedConverted for a 5-for-1 split
Callan Family Office, LLC28,885$603.4K0.05%−12,550−30.3%ReducedConverted for a 5-for-1 split
Assetmark, Inc29,430$614.8K0.00%00.0%UnchangedConverted for a 5-for-1 split
Lester Murray Antman dba SimplyRich31,448$656.0K0.19%+398+1.3%AddedConverted for a 5-for-1 split
State Street Corp32,135$671.3K0.00%00.0%UnchangedConverted for a 5-for-1 split
The PNC Financial Services Group, Inc.34,346$717.5K0.00%−194−0.6%ReducedConverted for a 5-for-1 split
Fifth Third Bancorp36,580$764.2K0.00%−1,605−4.2%ReducedConverted for a 5-for-1 split
Royal Bank of Canada38,081$796.0K0.00%−5,579−12.8%ReducedConverted for a 5-for-1 split
Advisors Asset Management, Inc.39,447$824.0K0.02%+1,087+2.8%AddedConverted for a 5-for-1 split
HighTower Advisors, LLC42,512$888.1K0.00%−6,338−13.0%ReducedConverted for a 5-for-1 split
Brinker Capital Investments, LLC42,663$891.2K0.01%−14,102−24.8%ReducedConverted for a 5-for-1 split
Orion Portfolio Solutions, LLC42,663$891.2K0.01%−14,102−24.8%ReducedConverted for a 5-for-1 split
Rhumbline Advisers43,196$902.4K0.00%−10,044−18.9%ReducedConverted for a 5-for-1 split
Greenleaf Trust43,750$913.9K0.01%00.0%UnchangedConverted for a 5-for-1 split
US Bancorp44,073$920.7K0.00%+5,193+13.4%AddedConverted for a 5-for-1 split
AQR Capital Management LLC44,547$930.6K0.00%+2,782+6.7%AddedConverted for a 5-for-1 split
DGS Capital Management, LLC50,189$1.05M0.28%+10,719+27.2%AddedConverted for a 5-for-1 split
Wiley Bros.-Aintree Capital, LLC49,835$1.08M0.01%+14,545+41.2%AddedConverted for a 5-for-1 split
RMB Capital Management, LLC52,803$1.10M0.03%+52,803New
Dimensional Fund Advisors LP53,935$1.13M0.00%00.0%UnchangedConverted for a 5-for-1 split
Henshaw Capital LLC54,585$1.14M0.05%+22,365+69.4%AddedConverted for a 5-for-1 split
Quadrant Capital Group LLC55,190$1.15M0.04%+42,420+332.2%AddedConverted for a 5-for-1 split
National Bank of Canada56,000$1.17M0.00%+31,000+124.0%AddedConverted for a 5-for-1 split
Ativo Capital Management LLC57,653$1.20M1.03%−492−0.8%ReducedConverted for a 5-for-1 split
Mariner, LLC58,871$1.23M0.00%−8,809−13.0%ReducedConverted for a 5-for-1 split
Parr McKnight Wealth Management Group, LLC67,287$1.41M0.20%−1,028−1.5%ReducedConverted for a 5-for-1 split
Callan Capital, LLC69,576$1.45M0.11%+11,286+19.4%AddedConverted for a 5-for-1 split
Campbell & CO Investment Adviser LLC71,034$1.48M0.11%+29,634+71.6%AddedConverted for a 5-for-1 split
First Trust Advisors LP71,328$1.49M0.00%−15,602−17.9%ReducedConverted for a 5-for-1 split
Paradigm Asset Management Co LLC72,500$1.51M0.40%00.0%UnchangedConverted for a 5-for-1 split
Whittier Trust Co76,311$1.59M0.02%+8,036+11.8%AddedConverted for a 5-for-1 split
Ritholtz Wealth Management83,424$1.74M0.05%−4,781−5.4%ReducedConverted for a 5-for-1 split
JPMorgan Chase & Co91,609$1.91M0.00%+40,444+79.0%AddedConverted for a 5-for-1 split
Naples Global Advisors, LLC91,601$1.93M0.18%+2,001+2.2%AddedConverted for a 5-for-1 split
Goldman Sachs Group Inc96,454$2.01M0.00%+24,334+33.7%AddedConverted for a 5-for-1 split
BTC Capital Management, Inc.97,618$2.04M0.19%+14,413+17.3%AddedConverted for a 5-for-1 split
Wambolt & Associates, LLC106,352$2.22M0.75%+2,642+2.5%AddedConverted for a 5-for-1 split
Bank of New York Mellon Corp112,927$2.36M0.00%+7,022+6.6%AddedConverted for a 5-for-1 split
D. E. Shaw & Co., Inc.113,830$2.38M0.00%+67,915+147.9%AddedConverted for a 5-for-1 split
Pathstone Holdings, LLC118,780$2.48M0.01%−18,960−13.8%ReducedConverted for a 5-for-1 split
SEI Investments Co120,578$2.52M0.00%+7,003+6.2%AddedConverted for a 5-for-1 split
Cerity Partners LLC132,802$2.77M0.01%+39,517+42.4%AddedConverted for a 5-for-1 split
Crossmark Global Holdings, Inc.134,339$2.81M0.05%−29,691−18.1%ReducedConverted for a 5-for-1 split
Charles Schwab Investment Management Inc145,592$3.04M0.00%+6,297+4.5%AddedConverted for a 5-for-1 split
Envestnet Asset Management Inc148,222$3.10M0.00%+12,562+9.3%AddedConverted for a 5-for-1 split
JustInvest LLC155,816$3.26M0.05%+11,916+8.3%AddedConverted for a 5-for-1 split
Mercer Global Advisors Inc165,744$3.46M0.01%−10,071−5.7%ReducedConverted for a 5-for-1 split
Natixis Advisors, L.P.175,847$3.67M0.01%−23,273−11.7%ReducedConverted for a 5-for-1 split
Gilman Hill Asset Management, LLC195,964$4.09M0.71%+13,014+7.1%AddedConverted for a 5-for-1 split
Millennium Management LLC203,967$4.26M0.00%+171,292+524.2%AddedConverted for a 5-for-1 split
Arrowstreet Capital, Limited Partnership207,710$4.34M0.00%+36,510+21.3%AddedConverted for a 5-for-1 split
Allspring Global Investments Holdings, LLC240,475$5.01M0.01%+34,060+16.5%AddedConverted for a 5-for-1 split
O'Shaughnessy Asset Management, LLC242,372$5.06M0.04%−4,983−2.0%ReducedConverted for a 5-for-1 split
QRG Capital Management, Inc.247,085$5.16M0.05%−25,950−9.5%ReducedConverted for a 5-for-1 split
Quantinno Capital Management LP255,747$5.34M0.03%+28,867+12.7%AddedConverted for a 5-for-1 split
Henry James International Management, Inc.278,869$5.83M1.99%00.0%UnchangedConverted for a 5-for-1 split
Boston Common Asset Management, LLC283,088$5.91M0.18%+57,718+25.6%AddedConverted for a 5-for-1 split
Eagle Global Advisors LLC397,500$8.30M0.34%−6,020−1.5%ReducedConverted for a 5-for-1 split
American Century Companies Inc467,365$9.76M0.01%+41,795+9.8%AddedConverted for a 5-for-1 split
Healthcare of Ontario Pension Plan Trust Fund631,500$13.2M0.03%+173,500+37.9%AddedConverted for a 5-for-1 split
Wells Fargo & Company713,265$14.9M0.00%−78,215−9.9%ReducedConverted for a 5-for-1 split
BlackRock, Inc.922,470$19.3M0.00%−15,485−1.7%ReducedConverted for a 5-for-1 split
Teachers Retirement System of the State of Kentucky1,058,900$22.1M0.20%00.0%UnchangedConverted for a 5-for-1 split
Northern Trust Corp1,070,093$22.4M0.00%00.0%UnchangedConverted for a 5-for-1 split
Todd Asset Management LLC1,727,984$36.1M0.85%00.0%UnchangedConverted for a 5-for-1 split
Bank of America Corp2,254,432$47.1M0.00%+130,582+6.1%AddedConverted for a 5-for-1 split
FMR LLC3,996,176$83.5M0.01%+182,391+4.8%AddedConverted for a 5-for-1 split
Morgan Stanley4,954,363$103.5M0.01%−159,977−3.1%ReducedConverted for a 5-for-1 split
Proequities, Inc.0$00.00%−325−100.0%Sold outConverted for a 5-for-1 split
Abc Arbitrage SA0$00.00%−40,695−100.0%Sold outConverted for a 5-for-1 split
Citadel Advisors LLC0$00.00%−33,060−100.0%Sold outConverted for a 5-for-1 split
Park Avenue Securities LLC0$00.00%−17,300−100.0%Sold outConverted for a 5-for-1 split
Two Sigma Investments, LP0$00.00%−12,835−100.0%Sold outConverted for a 5-for-1 split
Johnson Investment Counsel Inc0$00.00%−10,795−100.0%Sold outConverted for a 5-for-1 split
Marshall Wace, LLP0$00.00%−10,660−100.0%Sold outConverted for a 5-for-1 split
Envestnet Portfolio Solutions, Inc.0$00.00%−10,120−100.0%Sold outConverted for a 5-for-1 split
United Capital Financial Advisers, LLC0$00.00%−9,900−100.0%Sold outConverted for a 5-for-1 split