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
- $571.7M
- +$56.9M (+11.1%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2 | $45 | 0.00% | +2 | New |
| Salomon & Ludwin, LLC | 13 | $297 | 0.00% | +13 | New |
| Blume Capital Management, Inc. | 15 | $338 | 0.00% | +15 | New |
| GPS Wealth Strategies Group, LLC | 20 | $450 | 0.00% | +12+150.0% | Added |
| Abound Wealth Management | 20 | $451 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $702 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $788 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 35 | $788 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 35 | $788 | 0.00% | +35 | New |
| First Command Advisory Services, Inc. | 40 | $901 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 40 | $901 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 76 | $1.00K | 0.00% | +76 | New |
| Harbour Investments, Inc. | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 65 | $1.46K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $1.58K | 0.00% | +70 | New |
| Brown, Lisle/Cummings, Inc. | 81 | $1.82K | 0.00% | +1+1.3% | Added |
| Tortoise Investment Management, LLC | 101 | $2.29K | 0.00% | +1+1.0% | Added |
| TD Private Client Wealth LLC | 105 | $2.37K | 0.00% | +105 | New |
| Bartlett & Co. Wealth Management LLC | 115 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $2.70K | 0.00% | +60+100.0% | Added |
| Creative Financial Designs Inc | 135 | $3.04K | 0.00% | −75−35.7% | Reduced |
| Bell Investment Advisors, Inc | 140 | $3.15K | 0.00% | −49−25.9% | Reduced |
| First Horizon Advisors, Inc. | 165 | $3.73K | 0.00% | +165 | New |
| CVA Family Office, LLC | 168 | $3.78K | 0.00% | −2−1.2% | Reduced |
| Zions Bancorporation, National Association | 175 | $3.94K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 175 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 198 | $4.00K | 0.00% | −2,085−91.3% | Reduced |
| Raffa Wealth Management, LLC | 185 | $4.17K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 185 | $4.17K | 0.00% | +55+42.3% | Added |
| Boreal Capital Management LLC | 210 | $4.73K | 0.00% | +210 | New |
| Parkside Financial Bank & Trust | 245 | $5.52K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 260 | $5.86K | 0.00% | −95−26.8% | Reduced |
| GW&K Investment Management, LLC | 265 | $6.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 290 | $6.53K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 334 | $7.52K | 0.00% | +14+4.4% | Added |
| Whipplewood Advisors, LLC | 361 | $8.13K | 0.00% | +336+1,344.0% | Added |
| Larson Financial Group LLC | 365 | $8.22K | 0.00% | +365 | New |
| Binnacle Investments Inc | 368 | $8.29K | 0.01% | +268+268.0% | Added |
| Sierra Ocean, LLC | 468 | $10.5K | 0.01% | +88+23.2% | Added |
| Albion Financial Group | 475 | $10.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 483 | $10.9K | 0.00% | −439−47.6% | Reduced |
| Atlas Capital Advisors LLC | 490 | $11.0K | 0.00% | −2,340−82.7% | Reduced |
| Evolution Wealth Management Inc. | 500 | $11.3K | 0.01% | +500 | New |
| Ameritas Advisory Services, LLC | 535 | $12.0K | 0.00% | +535 | New |
| IFP Advisors, Inc | 536 | $12.1K | 0.00% | +15+2.9% | Added |
| Jones Financial Companies LLLP | 554 | $12.3K | 0.00% | −326−37.0% | Reduced |
| Allworth Financial LP | 614 | $13.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 685 | $15.0K | 0.00% | +685 | New |
| MAI Capital Management | 705 | $15.9K | 0.00% | +640+984.6% | Added |
| Umb Bank N A | 740 | $16.7K | 0.00% | −95−11.4% | Reduced |
| Capital Analysts, LLC | 750 | $17.0K | 0.00% | −125−14.3% | Reduced |
| Harbor Asset Planning, Inc. | 905 | $20.4K | 0.02% | +905 | New |
| Twin Peaks Wealth Advisors, LLC | 806 | $20.5K | 0.01% | +806 | New |
| Global Retirement Partners, LLC | 913 | $20.6K | 0.00% | +913 | New |
| Northwestern Mutual Wealth Management Co | 946 | $21.3K | 0.00% | +943+31,433.3% | Added |
| Boyd Watterson Asset Management LLC | 1,170 | $26.3K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,195 | $26.9K | 0.00% | +1,195 | New |
| Ronald Blue Trust, Inc. | 1,265 | $28.5K | 0.00% | +180+16.6% | Added |
| Principal Securities, Inc. | 1,360 | $30.6K | 0.00% | +1,118+462.0% | Added |
| Russell Investments Group, Ltd. | 1,417 | $31.9K | 0.00% | +77+5.7% | Added |
| Addison Advisors LLC | 1,537 | $34.6K | 0.01% | +1,272+480.0% | Added |
| Bruce G. Allen Investments, LLC | 1,545 | $34.8K | 0.03% | +275+21.7% | Added |
| Brentview Investment Management LLC | 1,760 | $39.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,217 | $40.1K | 0.00% | +1,072+739.3% | Added |
| WealthCollab, LLC | 1,823 | $41.1K | 0.02% | −84−4.4% | Reduced |
| Gitterman Wealth Management, LLC | 1,890 | $42.6K | 0.01% | −7,934−80.8% | Reduced |
| Farther Finance Advisors, LLC | 1,995 | $44.9K | 0.00% | +432+27.6% | Added |
| Geneos Wealth Management Inc. | 2,056 | $46.3K | 0.00% | −24−1.2% | Reduced |
| Hantz Financial Services, Inc. | 2,484 | $56.0K | 0.00% | +2,278+1,105.8% | Added |
| NewSquare Capital LLC | 2,659 | $59.9K | 0.00% | +2,294+628.5% | Added |
| Cromwell Holdings LLC | 3,050 | $68.7K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,295 | $74.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,343 | $75.2K | 0.01% | +2,014+151.5% | Added |
| Huntington National Bank | 4,824 | $108.6K | 0.00% | −105−2.1% | Reduced |
| GAMMA Investing LLC | 5,243 | $118.1K | 0.01% | −465−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,175 | $135.5K | 0.00% | +4,960+408.2% | Added |
| EverSource Wealth Advisors, LLC | 6,364 | $143.3K | 0.01% | +5,470+611.9% | Added |
| Smartleaf Asset Management LLC | 6,744 | $149.6K | 0.01% | −630−8.5% | Reduced |
| SG Americas Securities, LLC | 7,316 | $165.0K | 0.00% | +1,543+26.7% | Added |
| Knights of Columbus Asset Advisors LLC | 7,774 | $175.1K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,127 | $205.5K | 0.01% | +9,127 | New |
| Parallel Advisors, LLC | 9,215 | $207.5K | 0.00% | −20−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,243 | $208.2K | 0.03% | +9,243 | New |
| Venturi Wealth Management, LLC | 9,656 | $217.5K | 0.01% | +9,656 | New |
| Principal Street Partners, LLC | 9,832 | $221.4K | 0.02% | +9,832 | New |
| Colony Group, LLC | 10,178 | $229.2K | 0.00% | +10,178 | New |
| R Squared Ltd | 10,204 | $229.8K | 0.13% | +10,204 | New |
| Optas, LLC | 10,484 | $236.1K | 0.04% | +10,484 | New |
| PDS Planning, Inc | 10,624 | $239.3K | 0.02% | −225−2.1% | Reduced |
| Evergreen Capital Management LLC | 10,933 | $246.2K | 0.01% | +10,933 | New |
| Sivia Capital Partners, LLC | 10,970 | $247.0K | 0.08% | +10,970 | New |
| Captrust Financial Advisors | 11,150 | $251.1K | 0.00% | −169−1.5% | Reduced |
| Net Worth Advisory Group | 11,413 | $257.0K | 0.06% | −109−0.9% | Reduced |
| Ethic Inc. | 11,783 | $261.5K | 0.00% | +962+8.9% | Added |
| Ascent Group, LLC | 11,749 | $264.6K | 0.01% | −856−6.8% | Reduced |
| UBS Group AG | 11,756 | $264.7K | 0.00% | +676+6.1% | Added |
| Syon Capital LLC | 12,033 | $271.0K | 0.02% | +12,033 | New |
| Checchi Capital Advisers, LLC | 12,082 | $272.1K | 0.02% | −1,523−11.2% | Reduced |
| Yousif Capital Management, LLC | 12,225 | $275.3K | 0.00% | +925+8.2% | Added |