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 |
|---|---|---|---|---|---|
| Gilman Hill Asset Management, LLC | 196,944 | $5.14M | 0.81% | +275+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 205,388 | $5.36M | 0.00% | −31,216−13.2% | Reduced |
| JustInvest LLC | 207,869 | $5.43M | 0.06% | +26,412+14.6% | Added |
| Charles Schwab Investment Management Inc | 219,103 | $5.72M | 0.00% | +65,780+42.9% | Added |
| Boston Common Asset Management, LLC | 235,079 | $6.14M | 0.17% | −34,538−12.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 237,483 | $6.20M | 0.04% | +7,860+3.4% | Added |
| Henry James International Management, Inc. | 239,544 | $6.26M | 1.91% | −3,425−1.4% | Reduced |
| Eagle Global Advisors LLC | 314,910 | $8.23M | 0.32% | +1,745+0.6% | Added |
| Quantinno Capital Management LP | 628,109 | $16.4M | 0.04% | +146,782+30.5% | Added |
| American Century Companies Inc | 639,305 | $16.7M | 0.01% | +95,796+17.6% | Added |
| BlackRock, Inc. | 934,440 | $24.4M | 0.00% | +57,927+6.6% | Added |
| Northern Trust Corp | 1,089,613 | $28.5M | 0.00% | +20,150+1.9% | Added |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | $30.0M | 0.23% | +88,100+8.3% | Added |
| Todd Asset Management LLC | 1,847,014 | $48.2M | 0.98% | +105,837+6.1% | Added |
| Bank of America Corp | 2,375,278 | $62.0M | 0.00% | +21,330+0.9% | Added |
| FMR LLC | 4,906,432 | $128.2M | 0.01% | +753,944+18.2% | Added |
| Morgan Stanley | 5,043,469 | $131.7M | 0.01% | −4,997−0.1% | Reduced |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −61,772−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −55,908−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −54,585−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −32,473−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,002−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −23,837−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −22,529−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,735−100.0% | Sold out |
| Midwest Trust Co | 0 | $0 | 0.00% | −13,384−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −10,204−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −9,832−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,127−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Boreal Capital Management LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Soundwatch Capital LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Wambolt & Associates, LLC | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |