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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 723,354 | $16.3M | 0.00% | +10,089+1.4% | Added |
| BlackRock, Inc. | 876,513 | $19.7M | 0.00% | −45,957−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,058,900 | $23.8M | 0.19% | 00.0% | Unchanged |
| Northern Trust Corp | 1,069,463 | $24.1M | 0.00% | −630−0.1% | Reduced |
| Todd Asset Management LLC | 1,741,177 | $39.2M | 0.85% | +13,193+0.8% | Added |
| Bank of America Corp | 2,353,948 | $53.0M | 0.00% | +99,516+4.4% | Added |
| FMR LLC | 4,152,488 | $93.5M | 0.01% | +156,312+3.9% | Added |
| Morgan Stanley | 5,048,466 | $113.7M | 0.01% | +94,103+1.9% | Added |
| Soundwatch Capital LLC | 1,125 | – | – | +1,125 | New |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −17,617−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −13,087−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −11,839−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −10,588−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,101−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Callan Capital, LLC | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |