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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 11,287 | $294.8K | 0.02% | +663+6.2% | Added |
| Optas, LLC | 11,324 | $295.8K | 0.05% | +840+8.0% | Added |
| Captrust Financial Advisors | 11,669 | $304.8K | 0.00% | +519+4.7% | Added |
| Venturi Wealth Management, LLC | 11,795 | $308.1K | 0.01% | +2,139+22.2% | Added |
| Yousif Capital Management, LLC | 12,225 | $319.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,243 | $319.8K | 0.02% | +12,243 | New |
| Checchi Capital Advisers, LLC | 12,420 | $324.4K | 0.02% | +338+2.8% | Added |
| Trexquant Investment LP | 12,858 | $335.9K | 0.00% | −10,146−44.1% | Reduced |
| First Affirmative Financial Network | 13,077 | $341.6K | 0.16% | −2,319−15.1% | Reduced |
| Savant Capital, LLC | 13,304 | $347.5K | 0.00% | −75−0.6% | Reduced |
| Laird Norton Trust Company, LLC | 13,400 | $350.0K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 13,679 | $357.3K | 0.01% | +1,896+16.1% | Added |
| Cetera Investment Advisers | 13,821 | $361.0K | 0.00% | +13,821 | New |
| Vident Advisory, LLC | 14,645 | $382.5K | 0.00% | +14,645 | New |
| Hardy Reed LLC | 14,704 | $384.1K | 0.03% | +1,179+8.7% | Added |
| Evergreen Capital Management LLC | 15,038 | $392.8K | 0.01% | +4,105+37.5% | Added |
| UBS Group AG | 15,154 | $395.8K | 0.00% | +3,398+28.9% | Added |
| Versant Capital Management, Inc | 15,217 | $397.5K | 0.05% | −1,516−9.1% | Reduced |
| RNC Capital Management LLC | 15,585 | $407.1K | 0.02% | +1,165+8.1% | Added |
| Franklin Resources Inc | 16,147 | $421.8K | 0.00% | +445+2.8% | Added |
| Naviter Wealth, LLC | 16,258 | $424.7K | 0.05% | +1,559+10.6% | Added |
| Signaturefd, LLC | 16,750 | $437.5K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 16,889 | $441.1K | 0.01% | +1,518+9.9% | Added |
| Glenmede Investment Management, LP | 17,064 | $445.7K | 0.00% | −3,146−15.6% | Reduced |
| Lido Advisors, LLC | 17,197 | $449.2K | 0.00% | +4,313+33.5% | Added |
| Park Avenue Securities LLC | 17,524 | $458.0K | 0.00% | −153−0.9% | Reduced |
| Assetmark, Inc | 17,691 | $462.1K | 0.00% | −10,454−37.1% | Reduced |
| Raymond James Financial Inc | 18,586 | $485.5K | 0.00% | +1,429+8.3% | Added |
| MML Investors Services, LLC | 18,957 | $495.2K | 0.00% | +231+1.2% | Added |
| Savvy Advisors, Inc. | 19,589 | $511.7K | 0.02% | +1,745+9.8% | Added |
| RSM US Wealth Management LLC | 19,954 | $521.2K | 0.01% | +2,595+14.9% | Added |
| BNP Paribas Arbitrage, SA | 20,566 | $537.2K | 0.00% | +4,525+28.2% | Added |
| Neuberger Berman Group LLC | 21,117 | $551.6K | 0.00% | +5,270+33.3% | Added |
| Aaron Wealth Advisors | 21,383 | $558.5K | 0.03% | −4,587−17.7% | Reduced |
| Investment Research Partners LLC | 23,656 | $575.1K | 0.26% | +23,656 | New |
| Plan A Wealth LLC | 22,922 | $598.7K | 0.30% | +1,878+8.9% | Added |
| Summit Global Investments | 23,187 | $606.0K | 0.04% | +4,030+21.0% | Added |
| Strategic Global Advisors, LLC | 23,225 | $606.6K | 0.09% | −6,150−20.9% | Reduced |
| Dynasty Wealth Management, LLC | 23,542 | $614.9K | 0.01% | +23,542 | New |
| Syon Capital LLC | 23,639 | $617.5K | 0.03% | +11,606+96.5% | Added |
| Sequoia Financial Advisors, LLC | 24,766 | $646.9K | 0.00% | +5,318+27.3% | Added |
| Systematic Alpha Investments, LLC | 24,810 | $648.0K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 25,410 | $658.7K | 0.02% | +25,410 | New |
| Kathmere Capital Management, LLC | 25,301 | $660.9K | 0.05% | +4,494+21.6% | Added |
| Allspring Global Investments Holdings, LLC | 26,167 | $675.4K | 0.00% | −208,191−88.8% | Reduced |
| D. E. Shaw & Co., Inc. | 26,563 | $693.8K | 0.00% | −6,970−20.8% | Reduced |
| Rhumbline Advisers | 28,963 | $756.5K | 0.00% | −14,232−32.9% | Reduced |
| Tred Avon Family Wealth, LLC | 29,985 | $783.2K | 0.27% | +29,985 | New |
| Creative Planning | 30,007 | $783.8K | 0.00% | +3,170+11.8% | Added |
| Royal Bank of Canada | 30,692 | $802.0K | 0.00% | −3,264−9.6% | Reduced |
| LPL Financial LLC | 31,284 | $817.1K | 0.00% | +6,678+27.1% | Added |
| State Street Corp | 32,135 | $839.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 33,229 | $867.9K | 0.00% | −333,297−90.9% | Reduced |
| CTC Alternative Strategies, Ltd. | 34,100 | $894.9K | 1.49% | +34,100 | New |
| Fifth Third Bancorp | 34,563 | $902.8K | 0.00% | −2,370−6.4% | Reduced |
| Ieq Capital, LLC | 34,593 | $903.6K | 0.00% | +20,222+140.7% | Added |
| CI Private Wealth, LLC | 34,747 | $907.6K | 0.00% | +3,180+10.1% | Added |
| Wetherby Asset Management Inc | 35,962 | $939.3K | 0.04% | −619−1.7% | Reduced |
| Greenleaf Trust | 37,437 | $977.9K | 0.01% | +402+1.1% | Added |
| Ameriprise Financial Inc | 40,090 | $1.05M | 0.00% | +9,380+30.5% | Added |
| Vise Technologies, Inc. | 40,174 | $1.05M | 0.04% | +577+1.5% | Added |
| The PNC Financial Services Group, Inc. | 40,868 | $1.07M | 0.00% | +2,297+6.0% | Added |
| Advisors Asset Management, Inc. | 46,205 | $1.21M | 0.02% | +2,009+4.5% | Added |
| Lester Murray Antman dba SimplyRich | 46,281 | $1.21M | 0.33% | +645+1.4% | Added |
| First Trust Advisors LP | 50,581 | $1.32M | 0.00% | −17,776−26.0% | Reduced |
| Callan Family Office, LLC | 51,421 | $1.34M | 0.04% | −14,864−22.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 51,566 | $1.35M | 0.10% | −38,422−42.7% | Reduced |
| Brinker Capital Investments, LLC | 52,404 | $1.37M | 0.01% | −3,861−6.9% | Reduced |
| Citadel Advisors LLC | 52,490 | $1.37M | 0.00% | +52,490 | New |
| Dimensional Fund Advisors LP | 53,855 | $1.41M | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 53,934 | $1.41M | 0.26% | +2,640+5.1% | Added |
| HighTower Advisors, LLC | 53,964 | $1.41M | 0.00% | +8,762+19.4% | Added |
| Ativo Capital Management LLC | 54,551 | $1.42M | 1.20% | −1,302−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 54,775 | $1.43M | 0.01% | −11,615−17.5% | Reduced |
| US Bancorp | 57,382 | $1.50M | 0.00% | +3,330+6.2% | Added |
| Marshall Wace, LLP | 58,493 | $1.53M | 0.00% | +26,870+85.0% | Added |
| Mariner, LLC | 59,430 | $1.55M | 0.00% | +1,447+2.5% | Added |
| Capitolis Liquid Global Markets LLC | 64,900 | $1.70M | 0.01% | +64,900 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 65,200 | $1.70M | 0.00% | −112,800−63.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 66,637 | $1.74M | 0.23% | −1,327−2.0% | Reduced |
| Quadrant Capital Group LLC | 73,134 | $1.91M | 0.06% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 77,707 | $2.03M | 0.07% | +76,512+6,402.7% | Added |
| Ritholtz Wealth Management | 77,796 | $2.03M | 0.04% | +677+0.9% | Added |
| Goldman Sachs Group Inc | 80,200 | $2.09M | 0.00% | −16,348−16.9% | Reduced |
| Paradigm Asset Management Co LLC | 83,700 | $2.19M | 0.50% | +11,200+15.4% | Added |
| CWM, LLC | 93,913 | $2.45M | 0.01% | +51,595+121.9% | Added |
| Naples Global Advisors, LLC | 93,265 | $2.46M | 0.19% | +900+1.0% | Added |
| AQR Capital Management LLC | 103,815 | $2.71M | 0.00% | +23,843+29.8% | Added |
| BTC Capital Management, Inc. | 109,131 | $2.85M | 0.20% | +7,634+7.5% | Added |
| QRG Capital Management, Inc. | 115,972 | $3.03M | 0.04% | −134,205−53.6% | Reduced |
| Pathstone Holdings, LLC | 117,320 | $3.06M | 0.01% | +5,476+4.9% | Added |
| Cerity Partners LLC | 123,384 | $3.22M | 0.01% | −11,600−8.6% | Reduced |
| Bank of New York Mellon Corp | 124,224 | $3.24M | 0.00% | +6,765+5.8% | Added |
| Wells Fargo & Company | 125,085 | $3.27M | 0.00% | −598,269−82.7% | Reduced |
| Envestnet Asset Management Inc | 131,509 | $3.44M | 0.00% | −12,536−8.7% | Reduced |
| Crossmark Global Holdings, Inc. | 134,141 | $3.50M | 0.05% | +110.0% | Added |
| SEI Investments Co | 134,217 | $3.51M | 0.00% | +8,019+6.4% | Added |
| Mercer Global Advisors Inc | 154,095 | $4.02M | 0.01% | −7,692−4.8% | Reduced |
| JPMorgan Chase & Co | 169,101 | $4.42M | 0.00% | +18,623+12.4% | Added |
| Natixis Advisors, L.P. | 179,870 | $4.70M | 0.01% | +11,638+6.9% | Added |