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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold outConverted for a 5-for-1 split |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold outConverted for a 5-for-1 split |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold outConverted for a 5-for-1 split |
| R Squared Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold outConverted for a 5-for-1 split |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −210−100.0% | Sold outConverted for a 5-for-1 split |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold outConverted for a 5-for-1 split |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −130−100.0% | Sold outConverted for a 5-for-1 split |
| Advantage Trust Co | 0 | $0 | 0.00% | −80−100.0% | Sold outConverted for a 5-for-1 split |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold outConverted for a 5-for-1 split |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold outConverted for a 5-for-1 split |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold outConverted for a 5-for-1 split |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold outConverted for a 5-for-1 split |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |