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 |
|---|---|---|---|---|---|
| Citigroup Inc | 14,592 | $328.6K | 0.00% | +924+6.8% | Added |
| RNC Capital Management LLC | 14,420 | $324.7K | 0.02% | +1,650+12.9% | Added |
| Ieq Capital, LLC | 14,371 | $323.6K | 0.00% | +14,371 | New |
| Hardy Reed LLC | 13,525 | $304.6K | 0.02% | +100+0.7% | Added |
| Laird Norton Trust Company, LLC | 13,400 | $301.8K | 0.04% | 00.0% | Unchanged |
| Midwest Trust Co | 13,384 | $301.4K | 0.00% | +13,384 | New |
| Savant Capital, LLC | 13,379 | $301.3K | 0.00% | +13,379 | New |
| Lido Advisors, LLC | 12,884 | $290.1K | 0.00% | −2,316−15.2% | Reduced |
| Yousif Capital Management, LLC | 12,225 | $275.3K | 0.00% | +925+8.2% | Added |
| Checchi Capital Advisers, LLC | 12,082 | $272.1K | 0.02% | −1,523−11.2% | Reduced |
| Syon Capital LLC | 12,033 | $271.0K | 0.02% | +12,033 | New |
| UBS Group AG | 11,756 | $264.7K | 0.00% | +676+6.1% | Added |
| Ascent Group, LLC | 11,749 | $264.6K | 0.01% | −856−6.8% | Reduced |
| Ethic Inc. | 11,783 | $261.5K | 0.00% | +962+8.9% | Added |
| Net Worth Advisory Group | 11,413 | $257.0K | 0.06% | −109−0.9% | Reduced |
| Captrust Financial Advisors | 11,150 | $251.1K | 0.00% | −169−1.5% | Reduced |
| Sivia Capital Partners, LLC | 10,970 | $247.0K | 0.08% | +10,970 | New |
| Evergreen Capital Management LLC | 10,933 | $246.2K | 0.01% | +10,933 | New |
| PDS Planning, Inc | 10,624 | $239.3K | 0.02% | −225−2.1% | Reduced |
| Optas, LLC | 10,484 | $236.1K | 0.04% | +10,484 | New |
| R Squared Ltd | 10,204 | $229.8K | 0.13% | +10,204 | New |
| Colony Group, LLC | 10,178 | $229.2K | 0.00% | +10,178 | New |
| Principal Street Partners, LLC | 9,832 | $221.4K | 0.02% | +9,832 | New |
| Venturi Wealth Management, LLC | 9,656 | $217.5K | 0.01% | +9,656 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,243 | $208.2K | 0.03% | +9,243 | New |
| Parallel Advisors, LLC | 9,215 | $207.5K | 0.00% | −20−0.2% | Reduced |
| Centiva Capital, LP | 9,127 | $205.5K | 0.01% | +9,127 | New |
| Knights of Columbus Asset Advisors LLC | 7,774 | $175.1K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,316 | $165.0K | 0.00% | +1,543+26.7% | Added |
| Smartleaf Asset Management LLC | 6,744 | $149.6K | 0.01% | −630−8.5% | Reduced |
| EverSource Wealth Advisors, LLC | 6,364 | $143.3K | 0.01% | +5,470+611.9% | Added |
| Advisor Group Holdings, Inc. | 6,175 | $135.5K | 0.00% | +4,960+408.2% | Added |
| GAMMA Investing LLC | 5,243 | $118.1K | 0.01% | −465−8.1% | Reduced |
| Huntington National Bank | 4,824 | $108.6K | 0.00% | −105−2.1% | Reduced |
| Skopos Labs, Inc. | 3,343 | $75.2K | 0.01% | +2,014+151.5% | Added |
| Bryn Mawr Trust Co | 3,295 | $74.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,050 | $68.7K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2,659 | $59.9K | 0.00% | +2,294+628.5% | Added |
| Hantz Financial Services, Inc. | 2,484 | $56.0K | 0.00% | +2,278+1,105.8% | Added |
| Geneos Wealth Management Inc. | 2,056 | $46.3K | 0.00% | −24−1.2% | Reduced |
| Farther Finance Advisors, LLC | 1,995 | $44.9K | 0.00% | +432+27.6% | Added |
| Gitterman Wealth Management, LLC | 1,890 | $42.6K | 0.01% | −7,934−80.8% | Reduced |
| WealthCollab, LLC | 1,823 | $41.1K | 0.02% | −84−4.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,217 | $40.1K | 0.00% | +1,072+739.3% | Added |
| Brentview Investment Management LLC | 1,760 | $39.6K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,545 | $34.8K | 0.03% | +275+21.7% | Added |
| Addison Advisors LLC | 1,537 | $34.6K | 0.01% | +1,272+480.0% | Added |
| Russell Investments Group, Ltd. | 1,417 | $31.9K | 0.00% | +77+5.7% | Added |
| Principal Securities, Inc. | 1,360 | $30.6K | 0.00% | +1,118+462.0% | Added |
| Ronald Blue Trust, Inc. | 1,265 | $28.5K | 0.00% | +180+16.6% | Added |
| AlphaCore Capital LLC | 1,195 | $26.9K | 0.00% | +1,195 | New |
| Boyd Watterson Asset Management LLC | 1,170 | $26.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 946 | $21.3K | 0.00% | +943+31,433.3% | Added |
| Global Retirement Partners, LLC | 913 | $20.6K | 0.00% | +913 | New |
| Twin Peaks Wealth Advisors, LLC | 806 | $20.5K | 0.01% | +806 | New |
| Harbor Asset Planning, Inc. | 905 | $20.4K | 0.02% | +905 | New |
| Capital Analysts, LLC | 750 | $17.0K | 0.00% | −125−14.3% | Reduced |
| Umb Bank N A | 740 | $16.7K | 0.00% | −95−11.4% | Reduced |
| MAI Capital Management | 705 | $15.9K | 0.00% | +640+984.6% | Added |
| Acadian Asset Management LLC | 685 | $15.0K | 0.00% | +685 | New |
| Allworth Financial LP | 614 | $13.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 554 | $12.3K | 0.00% | −326−37.0% | Reduced |
| IFP Advisors, Inc | 536 | $12.1K | 0.00% | +15+2.9% | Added |
| Ameritas Advisory Services, LLC | 535 | $12.0K | 0.00% | +535 | New |
| Evolution Wealth Management Inc. | 500 | $11.3K | 0.01% | +500 | New |
| Atlas Capital Advisors LLC | 490 | $11.0K | 0.00% | −2,340−82.7% | Reduced |
| Financial Management Professionals, Inc. | 483 | $10.9K | 0.00% | −439−47.6% | Reduced |
| Albion Financial Group | 475 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 468 | $10.5K | 0.01% | +88+23.2% | Added |
| Binnacle Investments Inc | 368 | $8.29K | 0.01% | +268+268.0% | Added |
| Larson Financial Group LLC | 365 | $8.22K | 0.00% | +365 | New |
| Whipplewood Advisors, LLC | 361 | $8.13K | 0.00% | +336+1,344.0% | Added |
| GWM Advisors LLC | 334 | $7.52K | 0.00% | +14+4.4% | Added |
| UMA Financial Services, Inc. | 290 | $6.53K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 265 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 260 | $5.86K | 0.00% | −95−26.8% | Reduced |
| Parkside Financial Bank & Trust | 245 | $5.52K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 210 | $4.73K | 0.00% | +210 | New |
| 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 |
| Bessemer Group Inc | 198 | $4.00K | 0.00% | −2,085−91.3% | Reduced |
| Zions Bancorporation, National Association | 175 | $3.94K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 175 | $3.94K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 168 | $3.78K | 0.00% | −2−1.2% | Reduced |
| First Horizon Advisors, Inc. | 165 | $3.73K | 0.00% | +165 | New |
| Bell Investment Advisors, Inc | 140 | $3.15K | 0.00% | −49−25.9% | Reduced |
| Creative Financial Designs Inc | 135 | $3.04K | 0.00% | −75−35.7% | Reduced |
| Bogart Wealth, LLC | 120 | $2.70K | 0.00% | +60+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 115 | $2.59K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 105 | $2.37K | 0.00% | +105 | New |
| Tortoise Investment Management, LLC | 101 | $2.29K | 0.00% | +1+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 81 | $1.82K | 0.00% | +1+1.3% | Added |
| Manchester Capital Management LLC | 70 | $1.58K | 0.00% | +70 | New |
| Beaird Harris Wealth Management, LLC | 65 | $1.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $1.13K | 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 |
| First Command Advisory Services, Inc. | 40 | $901 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 40 | $901 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $788 | 0.00% | 00.0% | Unchanged |