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, Q3 2025
Institutional positions in Orix Corp as of Sep 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
- 217
- +11 vs. Q2 2025
- Shares held
- 25.4M
- +54.1K (+0.2%) vs. Q2 2025
- Total value
- $662.3M
- +$92.8M (+16.3%) vs. Q2 2025
- New holders
- 35
- 90 more added
- Sold out
- 24
- 50 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,043,469 | $131.7M | 0.01% | −4,997−0.1% | Reduced |
| FMR LLC | 4,906,432 | $128.2M | 0.01% | +753,944+18.2% | Added |
| Bank of America Corp | 2,375,278 | $62.0M | 0.00% | +21,330+0.9% | Added |
| Todd Asset Management LLC | 1,847,014 | $48.2M | 0.98% | +105,837+6.1% | Added |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | $30.0M | 0.23% | +88,100+8.3% | Added |
| Northern Trust Corp | 1,089,613 | $28.5M | 0.00% | +20,150+1.9% | Added |
| BlackRock, Inc. | 934,440 | $24.4M | 0.00% | +57,927+6.6% | Added |
| American Century Companies Inc | 639,305 | $16.7M | 0.01% | +95,796+17.6% | Added |
| Quantinno Capital Management LP | 628,109 | $16.4M | 0.04% | +146,782+30.5% | Added |
| Eagle Global Advisors LLC | 314,910 | $8.23M | 0.32% | +1,745+0.6% | Added |
| Henry James International Management, Inc. | 239,544 | $6.26M | 1.91% | −3,425−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 237,483 | $6.20M | 0.04% | +7,860+3.4% | Added |
| Boston Common Asset Management, LLC | 235,079 | $6.14M | 0.17% | −34,538−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 219,103 | $5.72M | 0.00% | +65,780+42.9% | Added |
| JustInvest LLC | 207,869 | $5.43M | 0.06% | +26,412+14.6% | Added |
| Arrowstreet Capital, Limited Partnership | 205,388 | $5.36M | 0.00% | −31,216−13.2% | Reduced |
| Gilman Hill Asset Management, LLC | 196,944 | $5.14M | 0.81% | +275+0.1% | Added |
| Natixis Advisors, L.P. | 179,870 | $4.70M | 0.01% | +11,638+6.9% | Added |
| JPMorgan Chase & Co | 169,101 | $4.42M | 0.00% | +18,623+12.4% | Added |
| Mercer Global Advisors Inc | 154,095 | $4.02M | 0.01% | −7,692−4.8% | Reduced |
| SEI Investments Co | 134,217 | $3.51M | 0.00% | +8,019+6.4% | Added |
| Crossmark Global Holdings, Inc. | 134,141 | $3.50M | 0.05% | +110.0% | Added |
| Envestnet Asset Management Inc | 131,509 | $3.44M | 0.00% | −12,536−8.7% | Reduced |
| Wells Fargo & Company | 125,085 | $3.27M | 0.00% | −598,269−82.7% | Reduced |
| Bank of New York Mellon Corp | 124,224 | $3.24M | 0.00% | +6,765+5.8% | Added |
| Cerity Partners LLC | 123,384 | $3.22M | 0.01% | −11,600−8.6% | Reduced |
| Pathstone Holdings, LLC | 117,320 | $3.06M | 0.01% | +5,476+4.9% | Added |
| QRG Capital Management, Inc. | 115,972 | $3.03M | 0.04% | −134,205−53.6% | Reduced |
| BTC Capital Management, Inc. | 109,131 | $2.85M | 0.20% | +7,634+7.5% | Added |
| AQR Capital Management LLC | 103,815 | $2.71M | 0.00% | +23,843+29.8% | Added |
| Naples Global Advisors, LLC | 93,265 | $2.46M | 0.19% | +900+1.0% | Added |
| CWM, LLC | 93,913 | $2.45M | 0.01% | +51,595+121.9% | Added |
| Paradigm Asset Management Co LLC | 83,700 | $2.19M | 0.50% | +11,200+15.4% | Added |
| Goldman Sachs Group Inc | 80,200 | $2.09M | 0.00% | −16,348−16.9% | Reduced |
| Ritholtz Wealth Management | 77,796 | $2.03M | 0.04% | +677+0.9% | Added |
| AlphaCore Capital LLC | 77,707 | $2.03M | 0.07% | +76,512+6,402.7% | Added |
| Quadrant Capital Group LLC | 73,134 | $1.91M | 0.06% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 66,637 | $1.74M | 0.23% | −1,327−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 65,200 | $1.70M | 0.00% | −112,800−63.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 64,900 | $1.70M | 0.01% | +64,900 | New |
| Mariner, LLC | 59,430 | $1.55M | 0.00% | +1,447+2.5% | Added |
| Marshall Wace, LLP | 58,493 | $1.53M | 0.00% | +26,870+85.0% | Added |
| US Bancorp | 57,382 | $1.50M | 0.00% | +3,330+6.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 54,775 | $1.43M | 0.01% | −11,615−17.5% | Reduced |
| Ativo Capital Management LLC | 54,551 | $1.42M | 1.20% | −1,302−2.3% | Reduced |
| HighTower Advisors, LLC | 53,964 | $1.41M | 0.00% | +8,762+19.4% | Added |
| DGS Capital Management, LLC | 53,934 | $1.41M | 0.26% | +2,640+5.1% | Added |
| Dimensional Fund Advisors LP | 53,855 | $1.41M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 52,490 | $1.37M | 0.00% | +52,490 | New |
| Brinker Capital Investments, LLC | 52,404 | $1.37M | 0.01% | −3,861−6.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 51,566 | $1.35M | 0.10% | −38,422−42.7% | Reduced |
| Callan Family Office, LLC | 51,421 | $1.34M | 0.04% | −14,864−22.4% | Reduced |
| First Trust Advisors LP | 50,581 | $1.32M | 0.00% | −17,776−26.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 46,281 | $1.21M | 0.33% | +645+1.4% | Added |
| Advisors Asset Management, Inc. | 46,205 | $1.21M | 0.02% | +2,009+4.5% | Added |
| The PNC Financial Services Group, Inc. | 40,868 | $1.07M | 0.00% | +2,297+6.0% | Added |
| Vise Technologies, Inc. | 40,174 | $1.05M | 0.04% | +577+1.5% | Added |
| Ameriprise Financial Inc | 40,090 | $1.05M | 0.00% | +9,380+30.5% | Added |
| Greenleaf Trust | 37,437 | $977.9K | 0.01% | +402+1.1% | Added |
| Wetherby Asset Management Inc | 35,962 | $939.3K | 0.04% | −619−1.7% | Reduced |
| CI Private Wealth, LLC | 34,747 | $907.6K | 0.00% | +3,180+10.1% | Added |
| Ieq Capital, LLC | 34,593 | $903.6K | 0.00% | +20,222+140.7% | Added |
| Fifth Third Bancorp | 34,563 | $902.8K | 0.00% | −2,370−6.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 34,100 | $894.9K | 1.49% | +34,100 | New |
| Millennium Management LLC | 33,229 | $867.9K | 0.00% | −333,297−90.9% | Reduced |
| State Street Corp | 32,135 | $839.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 31,284 | $817.1K | 0.00% | +6,678+27.1% | Added |
| Royal Bank of Canada | 30,692 | $802.0K | 0.00% | −3,264−9.6% | Reduced |
| Creative Planning | 30,007 | $783.8K | 0.00% | +3,170+11.8% | Added |
| Tred Avon Family Wealth, LLC | 29,985 | $783.2K | 0.27% | +29,985 | New |
| Rhumbline Advisers | 28,963 | $756.5K | 0.00% | −14,232−32.9% | Reduced |
| D. E. Shaw & Co., Inc. | 26,563 | $693.8K | 0.00% | −6,970−20.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 26,167 | $675.4K | 0.00% | −208,191−88.8% | Reduced |
| Kathmere Capital Management, LLC | 25,301 | $660.9K | 0.05% | +4,494+21.6% | Added |
| CAPROCK Group, Inc. | 25,410 | $658.7K | 0.02% | +25,410 | New |
| Systematic Alpha Investments, LLC | 24,810 | $648.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 24,766 | $646.9K | 0.00% | +5,318+27.3% | Added |
| Syon Capital LLC | 23,639 | $617.5K | 0.03% | +11,606+96.5% | Added |
| Dynasty Wealth Management, LLC | 23,542 | $614.9K | 0.01% | +23,542 | New |
| Strategic Global Advisors, LLC | 23,225 | $606.6K | 0.09% | −6,150−20.9% | Reduced |
| Summit Global Investments | 23,187 | $606.0K | 0.04% | +4,030+21.0% | Added |
| Plan A Wealth LLC | 22,922 | $598.7K | 0.30% | +1,878+8.9% | Added |
| Investment Research Partners LLC | 23,656 | $575.1K | 0.26% | +23,656 | New |
| Aaron Wealth Advisors | 21,383 | $558.5K | 0.03% | −4,587−17.7% | Reduced |
| Neuberger Berman Group LLC | 21,117 | $551.6K | 0.00% | +5,270+33.3% | Added |
| BNP Paribas Arbitrage, SA | 20,566 | $537.2K | 0.00% | +4,525+28.2% | Added |
| RSM US Wealth Management LLC | 19,954 | $521.2K | 0.01% | +2,595+14.9% | Added |
| Savvy Advisors, Inc. | 19,589 | $511.7K | 0.02% | +1,745+9.8% | Added |
| MML Investors Services, LLC | 18,957 | $495.2K | 0.00% | +231+1.2% | Added |
| Raymond James Financial Inc | 18,586 | $485.5K | 0.00% | +1,429+8.3% | Added |
| Assetmark, Inc | 17,691 | $462.1K | 0.00% | −10,454−37.1% | Reduced |
| Park Avenue Securities LLC | 17,524 | $458.0K | 0.00% | −153−0.9% | Reduced |
| Lido Advisors, LLC | 17,197 | $449.2K | 0.00% | +4,313+33.5% | Added |
| Glenmede Investment Management, LP | 17,064 | $445.7K | 0.00% | −3,146−15.6% | Reduced |
| Atomi Financial Group, Inc. | 16,889 | $441.1K | 0.01% | +1,518+9.9% | Added |
| Signaturefd, LLC | 16,750 | $437.5K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 16,258 | $424.7K | 0.05% | +1,559+10.6% | Added |
| Franklin Resources Inc | 16,147 | $421.8K | 0.00% | +445+2.8% | Added |
| RNC Capital Management LLC | 15,585 | $407.1K | 0.02% | +1,165+8.1% | Added |
| Versant Capital Management, Inc | 15,217 | $397.5K | 0.05% | −1,516−9.1% | Reduced |