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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 12,884 | $290.1K | 0.00% | −2,316−15.2% | Reduced |
| Savant Capital, LLC | 13,379 | $301.3K | 0.00% | +13,379 | New |
| Midwest Trust Co | 13,384 | $301.4K | 0.00% | +13,384 | New |
| Laird Norton Trust Company, LLC | 13,400 | $301.8K | 0.04% | 00.0% | Unchanged |
| Hardy Reed LLC | 13,525 | $304.6K | 0.02% | +100+0.7% | Added |
| Ieq Capital, LLC | 14,371 | $323.6K | 0.00% | +14,371 | New |
| RNC Capital Management LLC | 14,420 | $324.7K | 0.02% | +1,650+12.9% | Added |
| Citigroup Inc | 14,592 | $328.6K | 0.00% | +924+6.8% | Added |
| Naviter Wealth, LLC | 14,699 | $331.0K | 0.04% | +14,699 | New |
| Atomi Financial Group, Inc. | 15,371 | $346.2K | 0.01% | −490−3.1% | Reduced |
| First Affirmative Financial Network | 15,396 | $346.7K | 0.18% | +684+4.6% | Added |
| Franklin Resources Inc | 15,702 | $353.6K | 0.00% | −97−0.6% | Reduced |
| Neuberger Berman Group LLC | 15,847 | $356.9K | 0.00% | +1,752+12.4% | Added |
| BNP Paribas Arbitrage, SA | 16,041 | $361.2K | 0.00% | −12,649−44.1% | Reduced |
| Versant Capital Management, Inc | 16,733 | $376.8K | 0.06% | +934+5.9% | Added |
| Signaturefd, LLC | 16,750 | $377.2K | 0.01% | −1,406−7.7% | Reduced |
| Raymond James Financial Inc | 17,157 | $386.4K | 0.00% | +457+2.7% | Added |
| RSM US Wealth Management LLC | 17,359 | $390.9K | 0.01% | +1,275+7.9% | Added |
| Park Avenue Securities LLC | 17,677 | $398.0K | 0.00% | +17,677 | New |
| Savvy Advisors, Inc. | 17,844 | $401.8K | 0.03% | +2,764+18.3% | Added |
| MML Investors Services, LLC | 18,726 | $422.0K | 0.00% | −311−1.6% | Reduced |
| Summit Global Investments | 19,157 | $431.0K | 0.03% | +2,734+16.6% | Added |
| Sequoia Financial Advisors, LLC | 19,448 | $438.0K | 0.00% | −1,057−5.2% | Reduced |
| Glenmede Investment Management, LP | 20,210 | $455.1K | 0.00% | +20,210 | New |
| Kathmere Capital Management, LLC | 20,807 | $468.6K | 0.04% | −6,048−22.5% | Reduced |
| Plan A Wealth LLC | 21,044 | $473.9K | 0.27% | +21,044 | New |
| Y-Intercept (Hong Kong) Ltd | 21,735 | $489.5K | 0.01% | +21,735 | New |
| Whittier Trust Co of Nevada Inc | 22,529 | $507.3K | 0.01% | −714−3.1% | Reduced |
| Trexquant Investment LP | 23,004 | $518.0K | 0.01% | +2,611+12.8% | Added |
| Vestmark Advisory Solutions, Inc. | 23,837 | $536.8K | 0.01% | +23,837 | New |
| LPL Financial LLC | 24,606 | $554.1K | 0.00% | +9,522+63.1% | Added |
| Systematic Alpha Investments, LLC | 24,810 | $558.7K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 25,970 | $584.8K | 0.06% | +3,913+17.7% | Added |
| Creative Planning | 26,837 | $604.4K | 0.00% | +2,803+11.7% | Added |
| Qube Research & Technologies Ltd | 28,002 | $630.6K | 0.00% | +3,871+16.0% | Added |
| Assetmark, Inc | 28,145 | $633.8K | 0.00% | −1,285−4.4% | Reduced |
| Strategic Global Advisors, LLC | 29,375 | $661.5K | 0.11% | +6,771+30.0% | Added |
| Ameriprise Financial Inc | 30,710 | $691.6K | 0.00% | +11,125+56.8% | Added |
| CI Private Wealth, LLC | 31,567 | $710.9K | 0.00% | +10,643+50.9% | Added |
| Marshall Wace, LLP | 31,623 | $712.1K | 0.00% | +31,623 | New |
| State Street Corp | 32,135 | $723.7K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 32,473 | $731.3K | 0.06% | +9,448+41.0% | Added |
| D. E. Shaw & Co., Inc. | 33,533 | $755.2K | 0.00% | −80,297−70.5% | Reduced |
| Royal Bank of Canada | 33,956 | $763.0K | 0.00% | −4,125−10.8% | Reduced |
| Wetherby Asset Management Inc | 36,581 | $823.8K | 0.04% | +36,581 | New |
| Fifth Third Bancorp | 36,933 | $831.7K | 0.00% | +353+1.0% | Added |
| Greenleaf Trust | 37,035 | $834.0K | 0.01% | −6,715−15.3% | Reduced |
| The PNC Financial Services Group, Inc. | 38,571 | $868.6K | 0.00% | +4,225+12.3% | Added |
| Vise Technologies, Inc. | 39,597 | $891.7K | 0.04% | +39,597 | New |
| CWM, LLC | 42,318 | $953.0K | 0.00% | +38,365+970.5% | Added |
| Rhumbline Advisers | 43,195 | $972.7K | 0.00% | −10.0% | Reduced |
| Advisors Asset Management, Inc. | 44,196 | $995.3K | 0.02% | +4,749+12.0% | Added |
| HighTower Advisors, LLC | 45,202 | $1.02M | 0.00% | +2,690+6.3% | Added |
| Lester Murray Antman dba SimplyRich | 45,636 | $1.03M | 0.29% | +14,188+45.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 66,390 | $1.15M | 0.01% | +16,555+33.2% | Added |
| DGS Capital Management, LLC | 51,294 | $1.16M | 0.24% | +1,105+2.2% | Added |
| Dimensional Fund Advisors LP | 53,855 | $1.21M | 0.00% | −80−0.1% | Reduced |
| US Bancorp | 54,052 | $1.22M | 0.00% | +9,979+22.6% | Added |
| Henshaw Capital LLC | 54,585 | $1.23M | 0.05% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 55,853 | $1.26M | 1.12% | −1,800−3.1% | Reduced |
| Whittier Trust Co | 55,908 | $1.26M | 0.02% | −20,403−26.7% | Reduced |
| National Bank of Canada | 56,000 | $1.26M | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 56,265 | $1.27M | 0.01% | +13,602+31.9% | Added |
| Mariner, LLC | 57,983 | $1.31M | 0.00% | −888−1.5% | Reduced |
| RMB Capital Management, LLC | 61,772 | $1.39M | 0.03% | +8,969+17.0% | Added |
| Callan Family Office, LLC | 66,285 | $1.49M | 0.05% | +37,400+129.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 67,964 | $1.53M | 0.21% | +677+1.0% | Added |
| First Trust Advisors LP | 68,357 | $1.54M | 0.00% | −2,971−4.2% | Reduced |
| Paradigm Asset Management Co LLC | 72,500 | $1.63M | 0.40% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 73,134 | $1.65M | 0.06% | +17,944+32.5% | Added |
| Ritholtz Wealth Management | 77,119 | $1.74M | 0.04% | −6,305−7.6% | Reduced |
| AQR Capital Management LLC | 79,972 | $1.80M | 0.00% | +35,425+79.5% | Added |
| Campbell & CO Investment Adviser LLC | 89,988 | $2.03M | 0.13% | +18,954+26.7% | Added |
| Naples Global Advisors, LLC | 92,365 | $2.08M | 0.18% | +764+0.8% | Added |
| Goldman Sachs Group Inc | 96,548 | $2.17M | 0.00% | +94+0.1% | Added |
| Wambolt & Associates, LLC | 97,031 | $2.21M | 0.74% | −9,321−8.8% | Reduced |
| BTC Capital Management, Inc. | 101,497 | $2.29M | 0.19% | +3,879+4.0% | Added |
| Pathstone Holdings, LLC | 111,844 | $2.52M | 0.01% | −6,936−5.8% | Reduced |
| Bank of New York Mellon Corp | 117,459 | $2.65M | 0.00% | +4,532+4.0% | Added |
| SEI Investments Co | 126,198 | $2.84M | 0.00% | +5,620+4.7% | Added |
| Crossmark Global Holdings, Inc. | 134,130 | $3.02M | 0.05% | −209−0.2% | Reduced |
| Cerity Partners LLC | 134,984 | $3.04M | 0.01% | +2,182+1.6% | Added |
| Envestnet Asset Management Inc | 144,045 | $3.24M | 0.00% | −4,177−2.8% | Reduced |
| JPMorgan Chase & Co | 150,478 | $3.39M | 0.00% | +58,869+64.3% | Added |
| Charles Schwab Investment Management Inc | 153,323 | $3.45M | 0.00% | +7,731+5.3% | Added |
| Mercer Global Advisors Inc | 161,787 | $3.64M | 0.01% | −3,957−2.4% | Reduced |
| Natixis Advisors, L.P. | 168,232 | $3.79M | 0.01% | −7,615−4.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 178,000 | $4.01M | 0.01% | −453,500−71.8% | Reduced |
| JustInvest LLC | 181,457 | $4.09M | 0.05% | +25,641+16.5% | Added |
| Gilman Hill Asset Management, LLC | 196,669 | $4.43M | 0.72% | +705+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 229,623 | $5.17M | 0.04% | −12,749−5.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 236,604 | $5.33M | 0.00% | +28,894+13.9% | Added |
| Allspring Global Investments Holdings, LLC | 234,358 | $5.33M | 0.01% | −6,117−2.5% | Reduced |
| Henry James International Management, Inc. | 242,969 | $5.47M | 1.80% | −35,900−12.9% | Reduced |
| QRG Capital Management, Inc. | 250,177 | $5.63M | 0.05% | +3,092+1.3% | Added |
| Boston Common Asset Management, LLC | 269,617 | $6.07M | 0.17% | −13,471−4.8% | Reduced |
| Eagle Global Advisors LLC | 313,165 | $7.05M | 0.29% | −84,335−21.2% | Reduced |
| Millennium Management LLC | 366,526 | $8.25M | 0.01% | +162,559+79.7% | Added |
| Quantinno Capital Management LP | 481,327 | $10.8M | 0.05% | +225,580+88.2% | Added |
| American Century Companies Inc | 543,509 | $12.2M | 0.01% | +76,144+16.3% | Added |