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Livermore
Livermore
ZHEN

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

Q2 2025 vs. Q1 2025

How the institutions holding Orix Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of IX: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1915209+23
Shares24.8M156.8K25.4M+761.4K (+3.1%)
Value$518.0M$3.28M$571.7M+$56.9M (+11.1%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Orix Corp at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to IX in Q2 2025
InstitutionSharesValue% of portfolio
Vise Technologies, Inc.39,597$891.7K0.04%
Wetherby Asset Management Inc36,581$823.8K0.04%
Marshall Wace, LLP31,623$712.1K0.00%
Vestmark Advisory Solutions, Inc.23,837$536.8K0.01%
Y-Intercept (Hong Kong) Ltd21,735$489.5K0.01%
Plan A Wealth LLC21,044$473.9K0.27%
Glenmede Investment Management, LP20,210$455.1K0.00%
Park Avenue Securities LLC17,677$398.0K0.00%
Naviter Wealth, LLC14,699$331.0K0.04%
Ieq Capital, LLC14,371$323.6K0.00%
Midwest Trust Co13,384$301.4K0.00%
Savant Capital, LLC13,379$301.3K0.00%
Syon Capital LLC12,033$271.0K0.02%
Sivia Capital Partners, LLC10,970$247.0K0.08%
Evergreen Capital Management LLC10,933$246.2K0.01%
Optas, LLC10,484$236.1K0.04%
R Squared Ltd10,204$229.8K0.13%
Colony Group, LLC10,178$229.2K0.00%
Principal Street Partners, LLC9,832$221.4K0.02%
Venturi Wealth Management, LLC9,656$217.5K0.01%
Pinnacle Wealth Planning Services, Inc.9,243$208.2K0.03%
Centiva Capital, LP9,127$205.5K0.01%
AlphaCore Capital LLC1,195$26.9K0.00%
Global Retirement Partners, LLC913$20.6K0.00%
Twin Peaks Wealth Advisors, LLC806$20.5K0.01%
Harbor Asset Planning, Inc.905$20.4K0.02%
Acadian Asset Management LLC685$15.0K0.00%
Ameritas Advisory Services, LLC535$12.0K0.00%
Evolution Wealth Management Inc.500$11.3K0.01%
Larson Financial Group LLC365$8.22K0.00%
Boreal Capital Management LLC210$4.73K0.00%
First Horizon Advisors, Inc.165$3.73K0.00%
TD Private Client Wealth LLC105$2.37K0.00%
Manchester Capital Management LLC70$1.58K0.00%
NBC Securities, Inc.76$1.00K0.00%
Principia Wealth Advisory, LLC35$7880.00%
Blume Capital Management, Inc.15$3380.00%
Salomon & Ludwin, LLC13$2970.00%
Tower Research Capital LLC (TRC)2$450.00%
Soundwatch Capital LLC1,125––

Sold out (17)

Institutions that held Orix Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of IX in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
TownSquare Capital, LLC17,617$368.0K
Financial Counselors Inc13,087$273.4K
Pitcairn Co11,839$247.3K
Dorsey & Whitney Trust CO LLC10,588$221.2K
Ballentine Partners, LLC10,250$214.1K
Coldstream Capital Management Inc5,101$106.6K
Wayfinding Financial, LLC1,642$34.0K
Global Financial Private Client, LLC425$8.88K
Mather Group, LLC.260$5.43K
Atala Financial Inc155$3.24K
Continuum Advisory, LLC85$1.78K
Clean Yield Group45$940
Highline Wealth Partners LLC25$522
CIBC Private Wealth Group, LLC15$274
American National Bank12$254
Deutsche Bank AG9$188
Halbert Hargrove Global Advisors, LLC7$149

Not filed for Q2 2025 yet (5)

Institutions that held Orix Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Callan Capital, LLC69,576$1.45M
Orion Portfolio Solutions, LLC42,663$891.2K
CAPROCK Group, Inc.23,675$494.6K
Glenmede Trust Co NA19,364$404.5K
Lindbrook Capital, LLC1,500$31.3K