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 |
|---|---|---|---|---|---|
| UBS Group AG | 15,154 | $395.8K | 0.00% | +3,398+28.9% | Added |
| Evergreen Capital Management LLC | 15,038 | $392.8K | 0.01% | +4,105+37.5% | Added |
| Hardy Reed LLC | 14,704 | $384.1K | 0.03% | +1,179+8.7% | Added |
| Vident Advisory, LLC | 14,645 | $382.5K | 0.00% | +14,645 | New |
| Cetera Investment Advisers | 13,821 | $361.0K | 0.00% | +13,821 | New |
| Ethic Inc. | 13,679 | $357.3K | 0.01% | +1,896+16.1% | Added |
| Laird Norton Trust Company, LLC | 13,400 | $350.0K | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,304 | $347.5K | 0.00% | −75−0.6% | Reduced |
| First Affirmative Financial Network | 13,077 | $341.6K | 0.16% | −2,319−15.1% | Reduced |
| Trexquant Investment LP | 12,858 | $335.9K | 0.00% | −10,146−44.1% | Reduced |
| Checchi Capital Advisers, LLC | 12,420 | $324.4K | 0.02% | +338+2.8% | Added |
| XTX Topco Ltd | 12,243 | $319.8K | 0.02% | +12,243 | New |
| Yousif Capital Management, LLC | 12,225 | $319.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11,795 | $308.1K | 0.01% | +2,139+22.2% | Added |
| Captrust Financial Advisors | 11,669 | $304.8K | 0.00% | +519+4.7% | Added |
| Optas, LLC | 11,324 | $295.8K | 0.05% | +840+8.0% | Added |
| PDS Planning, Inc | 11,287 | $294.8K | 0.02% | +663+6.2% | Added |
| HB Wealth Management, LLC | 11,263 | $294.2K | 0.00% | +11,263 | New |
| Sivia Capital Partners, LLC | 11,001 | $287.3K | 0.08% | +31+0.3% | Added |
| Net Worth Advisory Group | 10,747 | $280.7K | 0.08% | −666−5.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,545 | $275.4K | 0.03% | +1,302+14.1% | Added |
| Ascent Group, LLC | 10,428 | $272.4K | 0.01% | −1,321−11.2% | Reduced |
| PharVision Advisers, LLC | 9,559 | $249.7K | 0.14% | +9,559 | New |
| Parallel Advisors, LLC | 9,252 | $241.7K | 0.00% | +37+0.4% | Added |
| Brevan Howard Capital Management LP | 8,795 | $229.7K | 0.00% | +8,795 | New |
| Smartleaf Asset Management LLC | 8,464 | $224.6K | 0.01% | +1,720+25.5% | Added |
| Citigroup Inc | 8,280 | $216.3K | 0.00% | −6,312−43.3% | Reduced |
| SRS Capital Advisors, Inc. | 8,233 | $215.1K | 0.00% | +7,016+576.5% | Added |
| United Capital Financial Advisers, LLC | 8,206 | $214.4K | 0.00% | +8,206 | New |
| Truist Financial Corp | 8,190 | $213.9K | 0.00% | +8,190 | New |
| Sage Rhino Capital LLC | 8,077 | $211.0K | 0.04% | +8,077 | New |
| Colony Group, LLC | 7,975 | $208.3K | 0.00% | −2,203−21.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 7,964 | $208.0K | 0.01% | +190+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 7,888 | $206.0K | 0.01% | +7,888 | New |
| GAMMA Investing LLC | 6,274 | $163.9K | 0.01% | +1,031+19.7% | Added |
| Advisor Group Holdings, Inc. | 6,045 | $158.5K | 0.00% | −130−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 5,597 | $146.2K | 0.01% | −767−12.1% | Reduced |
| Hantz Financial Services, Inc. | 4,716 | $123.0K | 0.00% | +2,232+89.9% | Added |
| Russell Investments Group, Ltd. | 4,497 | $117.5K | 0.00% | +3,080+217.4% | Added |
| Huntington National Bank | 4,164 | $108.8K | 0.00% | −660−13.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,393 | $88.7K | 0.00% | +3,393 | New |
| Cromwell Holdings LLC | 3,050 | $79.7K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,052 | $53.6K | 0.00% | +57+2.9% | Added |
| WealthCollab, LLC | 1,823 | $47.6K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,787 | $46.7K | 0.01% | +250+16.3% | Added |
| Brentview Investment Management LLC | 1,760 | $46.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,545 | $40.4K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,534 | $40.1K | 0.00% | +269+21.3% | Added |
| Principal Securities, Inc. | 1,506 | $39.3K | 0.00% | +146+10.7% | Added |
| Global Retirement Partners, LLC | 1,444 | $37.7K | 0.00% | +531+58.2% | Added |
| Boyd Watterson Asset Management LLC | 965 | $25.2K | 0.01% | −205−17.5% | Reduced |
| Harbor Asset Planning, Inc. | 905 | $23.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 884 | $23.1K | 0.00% | +270+44.0% | Added |
| Capital Analysts, LLC | 750 | $20.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 740 | $19.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 726 | $19.0K | 0.01% | +358+97.3% | Added |
| Acadian Asset Management LLC | 685 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 633 | $16.9K | 0.00% | +79+14.3% | Added |
| Evolution Wealth Management Inc. | 500 | $13.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 495 | $12.9K | 0.00% | −41−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 487 | $12.7K | 0.00% | −459−48.5% | Reduced |
| Financial Management Professionals, Inc. | 483 | $12.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 475 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 473 | $12.2K | 0.00% | +460+3,538.5% | Added |
| Larson Financial Group LLC | 427 | $11.2K | 0.00% | +62+17.0% | Added |
| MAI Capital Management | 360 | $9.41K | 0.00% | −345−48.9% | Reduced |
| True Wealth Design, LLC | 355 | $9.27K | 0.00% | +355 | New |
| GWM Advisors LLC | 320 | $8.36K | 0.00% | −14−4.2% | Reduced |
| Bessemer Group Inc | 322 | $8.00K | 0.00% | +124+62.6% | Added |
| UMA Financial Services, Inc. | 290 | $7.58K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 265 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 268 | $7.00K | 0.00% | +83+44.9% | Added |
| Steward Partners Investment Advisory, LLC | 260 | $6.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 260 | $6.79K | 0.00% | +260 | New |
| Parkside Financial Bank & Trust | 245 | $6.40K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 215 | $5.62K | 0.00% | +215 | New |
| Root Financial Partners, LLC | 189 | $4.94K | 0.00% | +189 | New |
| Raffa Wealth Management, LLC | 185 | $4.83K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 180 | $4.70K | 0.00% | +180 | New |
| Pinnacle Bancorp, Inc. | 175 | $4.57K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 168 | $4.39K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 160 | $4.18K | 0.00% | −15−8.6% | Reduced |
| Bell Investment Advisors, Inc | 140 | $3.66K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 140 | $3.66K | 0.00% | +90+180.0% | Added |
| Creative Financial Designs Inc | 135 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 115 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 113 | $2.95K | 0.00% | +78+222.9% | Added |
| TD Private Client Wealth LLC | 105 | $2.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 101 | $2.65K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 81 | $2.11K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 79 | $2.05K | 0.00% | +14+21.5% | Added |
| NBC Securities, Inc. | 76 | $1.99K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 66 | $1.91K | 0.00% | +66 | New |
| Manchester Capital Management LLC | 70 | $1.83K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $1.83K | 0.00% | −1,986−96.6% | Reduced |
| Retirement Wealth Solutions LLC | 57 | $1.49K | 0.00% | +57 | New |
| Montag A & Associates Inc | 43 | $1.12K | 0.00% | +43 | New |
| First Command Advisory Services, Inc. | 40 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 40 | $1.04K | 0.00% | 00.0% | Unchanged |