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, Q2 2025
Institutional positions in Orix Corp as of Jun 30, 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
- 209
- +23 vs. Q1 2025
- Shares held
- 25.4M
- +761.4K (+3.1%) vs. Q1 2025
- Total value
- $572.4M
- +$57.6M (+11.2%) vs. Q1 2025
- New holders
- 40
- 83 more added
- Sold out
- 17
- 56 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $785.0M |
| Q3 2025 | 217 | $666.7M |
| Q2 2025 | 209 | $573.1M |
| Q1 2025 | 191 | $519.3M |
| Q4 2024 | 190 | $511.8M |
| Q3 2024 | 175 | $520.6M |
| Q2 2024 | 172 | $681.2M |
| Q1 2024 | 160 | $703.9M |
| Q4 2023 | 152 | $487.9M |
| Q3 2023 | 136 | $396.5M |
| Q2 2023 | 130 | $374.7M |
| Q1 2023 | 123 | $341.1M |
| Q4 2022 | 129 | $306.4M |
| Q3 2022 | 124 | $270.2M |
| Q2 2022 | 139 | $327.8M |
| Q1 2022 | 143 | $402.6M |
| Q4 2021 | 148 | $421.0M |
| Q3 2021 | 135 | $364.8M |
| Q2 2021 | 121 | $331.3M |
| Q1 2021 | 126 | $329.0M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,048,466 | $113.7M | 0.01% | +94,103+1.9% | Added |
| FMR LLC | 4,152,488 | $93.5M | 0.01% | +156,312+3.9% | Added |
| Bank of America Corp | 2,353,948 | $53.0M | 0.00% | +99,516+4.4% | Added |
| Todd Asset Management LLC | 1,741,177 | $39.2M | 0.85% | +13,193+0.8% | Added |
| Northern Trust Corp | 1,069,463 | $24.1M | 0.00% | −630−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,058,900 | $23.8M | 0.19% | 00.0% | Unchanged |
| BlackRock, Inc. | 876,513 | $19.7M | 0.00% | −45,957−5.0% | Reduced |
| Wells Fargo & Company | 723,354 | $16.3M | 0.00% | +10,089+1.4% | Added |
| American Century Companies Inc | 543,509 | $12.2M | 0.01% | +76,144+16.3% | Added |
| Quantinno Capital Management LP | 481,327 | $10.8M | 0.05% | +225,580+88.2% | Added |
| Millennium Management LLC | 366,526 | $8.25M | 0.01% | +162,559+79.7% | Added |
| Eagle Global Advisors LLC | 313,165 | $7.05M | 0.29% | −84,335−21.2% | Reduced |
| Boston Common Asset Management, LLC | 269,617 | $6.07M | 0.17% | −13,471−4.8% | Reduced |
| QRG Capital Management, Inc. | 250,177 | $5.63M | 0.05% | +3,092+1.3% | Added |
| Henry James International Management, Inc. | 242,969 | $5.47M | 1.80% | −35,900−12.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 234,358 | $5.33M | 0.01% | −6,117−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 236,604 | $5.33M | 0.00% | +28,894+13.9% | Added |
| O'Shaughnessy Asset Management, LLC | 229,623 | $5.17M | 0.04% | −12,749−5.3% | Reduced |
| Gilman Hill Asset Management, LLC | 196,669 | $4.43M | 0.72% | +705+0.4% | Added |
| JustInvest LLC | 181,457 | $4.09M | 0.05% | +25,641+16.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 178,000 | $4.01M | 0.01% | −453,500−71.8% | Reduced |
| Natixis Advisors, L.P. | 168,232 | $3.79M | 0.01% | −7,615−4.3% | Reduced |
| Mercer Global Advisors Inc | 161,787 | $3.64M | 0.01% | −3,957−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 153,323 | $3.45M | 0.00% | +7,731+5.3% | Added |
| JPMorgan Chase & Co | 150,478 | $3.39M | 0.00% | +58,869+64.3% | Added |
| Envestnet Asset Management Inc | 144,045 | $3.24M | 0.00% | −4,177−2.8% | Reduced |
| Cerity Partners LLC | 134,984 | $3.04M | 0.01% | +2,182+1.6% | Added |
| Crossmark Global Holdings, Inc. | 134,130 | $3.02M | 0.05% | −209−0.2% | Reduced |
| SEI Investments Co | 126,198 | $2.84M | 0.00% | +5,620+4.7% | Added |
| Bank of New York Mellon Corp | 117,459 | $2.65M | 0.00% | +4,532+4.0% | Added |
| Pathstone Holdings, LLC | 111,844 | $2.52M | 0.01% | −6,936−5.8% | Reduced |
| BTC Capital Management, Inc. | 101,497 | $2.29M | 0.19% | +3,879+4.0% | Added |
| Wambolt & Associates, LLC | 97,031 | $2.21M | 0.74% | −9,321−8.8% | Reduced |
| Goldman Sachs Group Inc | 96,548 | $2.17M | 0.00% | +94+0.1% | Added |
| Naples Global Advisors, LLC | 92,365 | $2.08M | 0.18% | +764+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 89,988 | $2.03M | 0.13% | +18,954+26.7% | Added |
| AQR Capital Management LLC | 79,972 | $1.80M | 0.00% | +35,425+79.5% | Added |
| Ritholtz Wealth Management | 77,119 | $1.74M | 0.04% | −6,305−7.6% | Reduced |
| Quadrant Capital Group LLC | 73,134 | $1.65M | 0.06% | +17,944+32.5% | Added |
| Paradigm Asset Management Co LLC | 72,500 | $1.63M | 0.40% | 00.0% | Unchanged |
| First Trust Advisors LP | 68,357 | $1.54M | 0.00% | −2,971−4.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 67,964 | $1.53M | 0.21% | +677+1.0% | Added |
| Callan Family Office, LLC | 66,285 | $1.49M | 0.05% | +37,400+129.5% | Added |
| RMB Capital Management, LLC | 61,772 | $1.39M | 0.03% | +8,969+17.0% | Added |
| Mariner, LLC | 57,983 | $1.31M | 0.00% | −888−1.5% | Reduced |
| Brinker Capital Investments, LLC | 56,265 | $1.27M | 0.01% | +13,602+31.9% | Added |
| National Bank of Canada | 56,000 | $1.26M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 55,908 | $1.26M | 0.02% | −20,403−26.7% | Reduced |
| Ativo Capital Management LLC | 55,853 | $1.26M | 1.12% | −1,800−3.1% | Reduced |
| Henshaw Capital LLC | 54,585 | $1.23M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 54,052 | $1.22M | 0.00% | +9,979+22.6% | Added |
| Dimensional Fund Advisors LP | 53,855 | $1.21M | 0.00% | −80−0.1% | Reduced |
| DGS Capital Management, LLC | 51,294 | $1.16M | 0.24% | +1,105+2.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 66,390 | $1.15M | 0.01% | +16,555+33.2% | Added |
| Lester Murray Antman dba SimplyRich | 45,636 | $1.03M | 0.29% | +14,188+45.1% | Added |
| HighTower Advisors, LLC | 45,202 | $1.02M | 0.00% | +2,690+6.3% | Added |
| Advisors Asset Management, Inc. | 44,196 | $995.3K | 0.02% | +4,749+12.0% | Added |
| Rhumbline Advisers | 43,195 | $972.7K | 0.00% | −10.0% | Reduced |
| CWM, LLC | 42,318 | $953.0K | 0.00% | +38,365+970.5% | Added |
| Vise Technologies, Inc. | 39,597 | $891.7K | 0.04% | +39,597 | New |
| The PNC Financial Services Group, Inc. | 38,571 | $868.6K | 0.00% | +4,225+12.3% | Added |
| Greenleaf Trust | 37,035 | $834.0K | 0.01% | −6,715−15.3% | Reduced |
| Fifth Third Bancorp | 36,933 | $831.7K | 0.00% | +353+1.0% | Added |
| Wetherby Asset Management Inc | 36,581 | $823.8K | 0.04% | +36,581 | New |
| Royal Bank of Canada | 33,956 | $763.0K | 0.00% | −4,125−10.8% | Reduced |
| D. E. Shaw & Co., Inc. | 33,533 | $755.2K | 0.00% | −80,297−70.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 32,473 | $731.3K | 0.06% | +9,448+41.0% | Added |
| State Street Corp | 32,135 | $723.7K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 31,623 | $712.1K | 0.00% | +31,623 | New |
| CI Private Wealth, LLC | 31,567 | $710.9K | 0.00% | +10,643+50.9% | Added |
| Ameriprise Financial Inc | 30,710 | $691.6K | 0.00% | +11,125+56.8% | Added |
| Soundwatch Capital LLC | 1,125 | $674.2K | 0.11% | +1,125 | New |
| Strategic Global Advisors, LLC | 29,375 | $661.5K | 0.11% | +6,771+30.0% | Added |
| Assetmark, Inc | 28,145 | $633.8K | 0.00% | −1,285−4.4% | Reduced |
| Qube Research & Technologies Ltd | 28,002 | $630.6K | 0.00% | +3,871+16.0% | Added |
| Creative Planning | 26,837 | $604.4K | 0.00% | +2,803+11.7% | Added |
| Aaron Wealth Advisors | 25,970 | $584.8K | 0.06% | +3,913+17.7% | Added |
| Systematic Alpha Investments, LLC | 24,810 | $558.7K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 24,606 | $554.1K | 0.00% | +9,522+63.1% | Added |
| Vestmark Advisory Solutions, Inc. | 23,837 | $536.8K | 0.01% | +23,837 | New |
| Trexquant Investment LP | 23,004 | $518.0K | 0.01% | +2,611+12.8% | Added |
| Whittier Trust Co of Nevada Inc | 22,529 | $507.3K | 0.01% | −714−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,735 | $489.5K | 0.01% | +21,735 | New |
| Plan A Wealth LLC | 21,044 | $473.9K | 0.27% | +21,044 | New |
| Kathmere Capital Management, LLC | 20,807 | $468.6K | 0.04% | −6,048−22.5% | Reduced |
| Glenmede Investment Management, LP | 20,210 | $455.1K | 0.00% | +20,210 | New |
| Sequoia Financial Advisors, LLC | 19,448 | $438.0K | 0.00% | −1,057−5.2% | Reduced |
| Summit Global Investments | 19,157 | $431.0K | 0.03% | +2,734+16.6% | Added |
| MML Investors Services, LLC | 18,726 | $422.0K | 0.00% | −311−1.6% | Reduced |
| Savvy Advisors, Inc. | 17,844 | $401.8K | 0.03% | +2,764+18.3% | Added |
| Park Avenue Securities LLC | 17,677 | $398.0K | 0.00% | +17,677 | New |
| RSM US Wealth Management LLC | 17,359 | $390.9K | 0.01% | +1,275+7.9% | Added |
| Raymond James Financial Inc | 17,157 | $386.4K | 0.00% | +457+2.7% | Added |
| Signaturefd, LLC | 16,750 | $377.2K | 0.01% | −1,406−7.7% | Reduced |
| Versant Capital Management, Inc | 16,733 | $376.8K | 0.06% | +934+5.9% | Added |
| BNP Paribas Arbitrage, SA | 16,041 | $361.2K | 0.00% | −12,649−44.1% | Reduced |
| Neuberger Berman Group LLC | 15,847 | $356.9K | 0.00% | +1,752+12.4% | Added |
| Franklin Resources Inc | 15,702 | $353.6K | 0.00% | −97−0.6% | Reduced |
| First Affirmative Financial Network | 15,396 | $346.7K | 0.18% | +684+4.6% | Added |
| Atomi Financial Group, Inc. | 15,371 | $346.2K | 0.01% | −490−3.1% | Reduced |