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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 13,087 | $273.4K | 0.00% | −5,043−27.8% | ReducedConverted for a 5-for-1 split |
| RNC Capital Management LLC | 12,770 | $266.8K | 0.01% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Ascent Group, LLC | 12,605 | $263.3K | 0.01% | +12,605 | New |
| Pitcairn Co | 11,839 | $247.3K | 0.01% | +719+6.5% | AddedConverted for a 5-for-1 split |
| Net Worth Advisory Group | 11,522 | $240.7K | 0.08% | −638−5.2% | ReducedConverted for a 5-for-1 split |
| Captrust Financial Advisors | 11,319 | $236.5K | 0.00% | +11,319 | New |
| Yousif Capital Management, LLC | 11,300 | $236.1K | 0.00% | −7,350−39.4% | ReducedConverted 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 |
| PDS Planning, Inc | 10,849 | $226.6K | 0.02% | +1,284+13.4% | AddedConverted for a 5-for-1 split |
| Ethic Inc. | 10,821 | $225.4K | 0.00% | +631+6.2% | AddedConverted 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 |
| Ballentine Partners, LLC | 10,250 | $214.1K | 0.00% | −200−1.9% | ReducedConverted 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 |
| Parallel Advisors, LLC | 9,235 | $192.9K | 0.00% | 00.0% | UnchangedConverted 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 |
| Smartleaf Asset Management LLC | 7,374 | $156.2K | 0.02% | +1,004+15.8% | AddedConverted 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 |
| GAMMA Investing LLC | 5,708 | $119.2K | 0.01% | −732−11.4% | ReducedConverted for a 5-for-1 split |
| Coldstream Capital Management Inc | 5,101 | $106.6K | 0.00% | +5,101 | New |
| Huntington National Bank | 4,929 | $103.0K | 0.00% | +529+12.0% | AddedConverted for a 5-for-1 split |
| CWM, LLC | 3,953 | $83.0K | 0.00% | −467−10.6% | ReducedConverted 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 |
| Cromwell Holdings LLC | 3,050 | $63.7K | 0.04% | 00.0% | UnchangedConverted 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 |
| Bessemer Group Inc | 2,283 | $48.0K | 0.00% | +1,973+636.5% | 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 |
| WealthCollab, LLC | 1,907 | $39.8K | 0.02% | +242+14.5% | AddedConverted for a 5-for-1 split |
| Brentview Investment Management LLC | 1,760 | $36.8K | 0.02% | +1,760 | New |
| Wayfinding Financial, LLC | 1,642 | $34.0K | 0.01% | +1,642 | New |
| Farther Finance Advisors, LLC | 1,563 | $32.6K | 0.00% | −772−33.1% | ReducedConverted 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 |
| Russell Investments Group, Ltd. | 1,340 | $28.0K | 0.00% | +585+77.5% | AddedConverted 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 |
| Bruce G. Allen Investments, LLC | 1,270 | $26.5K | 0.02% | −30−2.3% | 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 |
| Advisor Group Holdings, Inc. | 1,215 | $25.4K | 0.00% | −5,070−80.7% | 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 |
| Ronald Blue Trust, Inc. | 1,085 | $22.7K | 0.00% | −10−0.9% | 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 |
| EverSource Wealth Advisors, LLC | 894 | $18.7K | 0.00% | −96−9.7% | ReducedConverted 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 |
| Capital Analysts, LLC | 875 | $18.0K | 0.00% | 00.0% | UnchangedConverted 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 |
| Allworth Financial LP | 614 | $12.5K | 0.00% | −96−13.5% | ReducedConverted for a 5-for-1 split |
| IFP Advisors, Inc | 521 | $10.9K | 0.00% | +46+9.7% | AddedConverted for a 5-for-1 split |
| Albion Financial Group | 475 | $9.92K | 0.00% | 00.0% | UnchangedConverted 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 |
| Sierra Ocean, LLC | 380 | $7.94K | 0.01% | −260−40.6% | 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 |
| Steward Partners Investment Advisory, LLC | 355 | $7.42K | 0.00% | −15−4.1% | ReducedConverted for a 5-for-1 split |
| Whipplewood Advisors, LLC | 25 | $7.31K | 0.00% | −600−96.0% | ReducedConverted for a 5-for-1 split |
| GWM Advisors LLC | 320 | $6.68K | 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 |
| GW&K Investment Management, LLC | 265 | $6.00K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Addison Advisors LLC | 265 | $5.54K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Mather Group, LLC. | 260 | $5.43K | 0.00% | −5−1.9% | ReducedConverted for a 5-for-1 split |
| Parkside Financial Bank & Trust | 245 | $5.12K | 0.00% | +245 | New |
| Creative Financial Designs Inc | 210 | $4.39K | 0.00% | +75+55.6% | AddedConverted for a 5-for-1 split |
| Hantz Financial Services, Inc. | 206 | $4.00K | 0.00% | +206 | New |
| Bell Investment Advisors, Inc | 189 | $3.95K | 0.00% | +49+35.0% | AddedConverted for a 5-for-1 split |
| Raffa Wealth Management, LLC | 185 | $3.87K | 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 |
| CVA Family Office, LLC | 170 | $3.55K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Atala Financial Inc | 155 | $3.24K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| SRS Capital Advisors, Inc. | 145 | $3.03K | 0.00% | +145 | New |
| Private Trust Co NA | 130 | $2.72K | 0.00% | +130 | New |
| Bartlett & Co. Wealth Management LLC | 115 | $2.40K | 0.00% | 00.0% | UnchangedConverted 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 |
| Continuum Advisory, LLC | 85 | $1.78K | 0.00% | −100−54.1% | ReducedConverted for a 5-for-1 split |
| Brown, Lisle/Cummings, Inc. | 80 | $1.67K | 0.00% | +80 | 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 |
| Bogart Wealth, LLC | 60 | $1.25K | 0.00% | +60 | New |
| Harbour Investments, Inc. | 50 | $1.04K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| CX Institutional | 50 | $1.00K | 0.00% | +50 | New |
| Clean Yield Group | 45 | $940 | 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 |
| 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 |
| Cornerstone Planning Group LLC | 30 | $604 | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Highline Wealth Partners LLC | 25 | $522 | 0.00% | +25 | New |
| Abound Wealth Management | 20 | $418 | 0.00% | −10−33.3% | ReducedConverted for a 5-for-1 split |
| CIBC Private Wealth Group, LLC | 15 | $274 | 0.00% | −345−95.8% | ReducedConverted for a 5-for-1 split |
| American National Bank | 12 | $254 | 0.00% | +12 | New |
| Deutsche Bank AG | 9 | $188 | 0.00% | +9 | New |
| GPS Wealth Strategies Group, LLC | 8 | $167 | 0.00% | +8 | New |
| Halbert Hargrove Global Advisors, LLC | 7 | $149 | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 3 | $63 | 0.00% | −892−99.7% | ReducedConverted for a 5-for-1 split |
| Proequities, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold outConverted for a 5-for-1 split |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −40,695−100.0% | Sold outConverted for a 5-for-1 split |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −33,060−100.0% | Sold outConverted for a 5-for-1 split |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −17,300−100.0% | Sold outConverted for a 5-for-1 split |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −12,835−100.0% | Sold outConverted for a 5-for-1 split |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −10,795−100.0% | Sold outConverted for a 5-for-1 split |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,660−100.0% | Sold outConverted for a 5-for-1 split |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −10,120−100.0% | Sold outConverted for a 5-for-1 split |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold outConverted for a 5-for-1 split |