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, Q4 2025
Institutional positions in Orix Corp as of Dec 31, 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
- 241
- +29 vs. Q3 2025
- Shares held
- 26.8M
- +1.54M (+6.1%) vs. Q3 2025
- Total value
- $784.0M
- +$123.5M (+18.7%) vs. Q3 2025
- New holders
- 54
- 92 more added
- Sold out
- 25
- 52 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,514,328 | $161.1M | 0.01% | +607,896+12.4% | Added |
| Morgan Stanley | 5,117,942 | $149.5M | 0.01% | +74,473+1.5% | Added |
| Bank of America Corp | 2,868,230 | $83.8M | 0.01% | +492,952+20.8% | Added |
| Todd Asset Management LLC | 1,827,626 | $53.4M | 1.04% | −19,388−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | $33.5M | 0.25% | 00.0% | Unchanged |
| Northern Trust Corp | 1,068,176 | $31.2M | 0.00% | −21,437−2.0% | Reduced |
| BlackRock, Inc. | 906,743 | $26.5M | 0.00% | −27,697−3.0% | Reduced |
| Quantinno Capital Management LP | 794,676 | $23.2M | 0.05% | +166,567+26.5% | Added |
| American Century Companies Inc | 762,050 | $22.3M | 0.01% | +122,745+19.2% | Added |
| Eagle Global Advisors LLC | 334,998 | $9.79M | 0.36% | +20,088+6.4% | Added |
| Charles Schwab Investment Management Inc | 284,170 | $8.30M | 0.00% | +65,067+29.7% | Added |
| O'Shaughnessy Asset Management, LLC | 248,110 | $7.25M | 0.04% | +10,627+4.5% | Added |
| Henry James International Management, Inc. | 200,785 | $5.87M | 1.85% | −38,759−16.2% | Reduced |
| Gilman Hill Asset Management, LLC | 199,349 | $5.82M | 0.92% | +2,405+1.2% | Added |
| JustInvest LLC | 181,361 | $5.30M | 0.05% | −26,508−12.8% | Reduced |
| Boston Common Asset Management, LLC | 176,395 | $5.15M | 0.31% | −58,684−25.0% | Reduced |
| Natixis Advisors, L.P. | 163,944 | $4.79M | 0.01% | −15,926−8.9% | Reduced |
| JPMorgan Chase & Co | 158,513 | $4.63M | 0.00% | −10,588−6.3% | Reduced |
| Mercer Global Advisors Inc | 153,268 | $4.48M | 0.01% | −827−0.5% | Reduced |
| SEI Investments Co | 142,198 | $4.15M | 0.00% | +7,981+5.9% | Added |
| Calamos Wealth Management LLC | 140,402 | $4.10M | 0.14% | +140,402 | New |
| AQR Capital Management LLC | 132,107 | $3.86M | 0.00% | +28,292+27.3% | Added |
| Bank of New York Mellon Corp | 128,425 | $3.75M | 0.00% | +4,201+3.4% | Added |
| Wells Fargo & Company | 125,118 | $3.66M | 0.00% | +330.0% | Added |
| QRG Capital Management, Inc. | 124,709 | $3.64M | 0.04% | +8,737+7.5% | Added |
| Pathstone Holdings, LLC | 122,134 | $3.57M | 0.01% | +4,814+4.1% | Added |
| Crossmark Global Holdings, Inc. | 120,484 | $3.52M | 0.05% | −13,657−10.2% | Reduced |
| Envestnet Asset Management Inc | 113,716 | $3.32M | 0.00% | −17,793−13.5% | Reduced |
| Cerity Partners LLC | 107,107 | $3.13M | 0.00% | −16,277−13.2% | Reduced |
| Callan Family Office, LLC | 102,703 | $3.00M | 0.06% | +51,282+99.7% | Added |
| Naples Global Advisors, LLC | 93,262 | $2.73M | 0.20% | −30.0% | Reduced |
| BTC Capital Management, Inc. | 84,816 | $2.48M | 0.17% | −24,315−22.3% | Reduced |
| Goldman Sachs Group Inc | 81,636 | $2.39M | 0.00% | +1,436+1.8% | Added |
| Ritholtz Wealth Management | 78,687 | $2.30M | 0.04% | +891+1.1% | Added |
| Quadrant Capital Group LLC | 73,134 | $2.14M | 0.06% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 72,885 | $2.13M | 0.04% | +59,485+443.9% | Added |
| CWM, LLC | 71,493 | $2.09M | 0.01% | −22,420−23.9% | Reduced |
| Mariner, LLC | 70,221 | $2.05M | 0.00% | +10,791+18.2% | Added |
| Vise Technologies, Inc. | 66,989 | $1.96M | 0.04% | +26,815+66.7% | Added |
| Paradigm Asset Management Co LLC | 66,400 | $1.94M | 0.45% | −17,300−20.7% | Reduced |
| AlphaCore Capital LLC | 66,186 | $1.93M | 0.04% | −11,521−14.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 65,395 | $1.91M | 0.25% | −1,242−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 65,200 | $1.91M | 0.00% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 63,321 | $1.85M | 0.48% | +17,040+36.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 61,980 | $1.81M | 0.01% | +7,205+13.2% | Added |
| RMB Capital Management, LLC | 61,812 | $1.81M | 0.03% | +61,812 | New |
| US Bancorp | 60,908 | $1.78M | 0.00% | +3,526+6.1% | Added |
| HighTower Advisors, LLC | 57,060 | $1.67M | 0.00% | +3,096+5.7% | Added |
| DGS Capital Management, LLC | 55,225 | $1.61M | 0.28% | +1,291+2.4% | Added |
| First Trust Advisors LP | 54,955 | $1.61M | 0.00% | +4,374+8.6% | Added |
| Brinker Capital Investments, LLC | 54,225 | $1.58M | 0.01% | +1,821+3.5% | Added |
| Ativo Capital Management LLC | 51,158 | $1.49M | 1.31% | −3,393−6.2% | Reduced |
| Advisors Asset Management, Inc. | 50,472 | $1.47M | 0.02% | +4,267+9.2% | Added |
| Ieq Capital, LLC | 46,343 | $1.35M | 0.00% | +11,750+34.0% | Added |
| The PNC Financial Services Group, Inc. | 44,060 | $1.29M | 0.00% | +3,192+7.8% | Added |
| Campbell & CO Investment Adviser LLC | 42,163 | $1.23M | 0.06% | −9,403−18.2% | Reduced |
| Royal Bank of Canada | 40,906 | $1.20M | 0.00% | +10,214+33.3% | Added |
| Two Sigma Investments, LP | 40,478 | $1.18M | 0.00% | +40,478 | New |
| Ameriprise Financial Inc | 39,409 | $1.15M | 0.00% | −681−1.7% | Reduced |
| Greenleaf Trust | 37,375 | $1.09M | 0.01% | −62−0.2% | Reduced |
| Fifth Third Bancorp | 35,794 | $1.05M | 0.00% | +1,231+3.6% | Added |
| Rhumbline Advisers | 35,279 | $1.03M | 0.00% | +6,316+21.8% | Added |
| CI Private Wealth, LLC | 35,114 | $1.03M | 0.00% | +367+1.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,107 | $996.6K | 0.00% | +34,107 | New |
| Dimensional Fund Advisors LP | 32,556 | $951.3K | 0.00% | −21,299−39.5% | Reduced |
| LPL Financial LLC | 32,456 | $948.4K | 0.00% | +1,172+3.7% | Added |
| State Street Corp | 32,135 | $939.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 31,512 | $920.8K | 0.00% | +1,505+5.0% | Added |
| Syon Capital LLC | 29,795 | $870.6K | 0.04% | +6,156+26.0% | Added |
| Colony Group, LLC | 29,166 | $852.2K | 0.00% | +21,191+265.7% | Added |
| Tred Avon Family Wealth, LLC | 28,910 | $844.8K | 0.27% | −1,075−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 28,114 | $829.1K | 0.00% | +1,947+7.4% | Added |
| CAPROCK Group, Inc. | 27,977 | $817.5K | 0.02% | +2,567+10.1% | Added |
| UBS Group AG | 26,764 | $782.0K | 0.00% | +11,610+76.6% | Added |
| Dynasty Wealth Management, LLC | 26,751 | $781.7K | 0.01% | +3,209+13.6% | Added |
| Kathmere Capital Management, LLC | 26,319 | $769.0K | 0.05% | +1,018+4.0% | Added |
| Strategic Global Advisors, LLC | 26,193 | $765.4K | 0.12% | +2,968+12.8% | Added |
| Sequoia Financial Advisors, LLC | 25,330 | $740.1K | 0.00% | +564+2.3% | Added |
| RSM US Wealth Management LLC | 24,652 | $725.3K | 0.01% | +4,698+23.5% | Added |
| Systematic Alpha Investments, LLC | 24,810 | $724.9K | 0.02% | 00.0% | Unchanged |
| Plan A Wealth LLC | 24,318 | $710.6K | 0.35% | +1,396+6.1% | Added |
| Investment Research Partners LLC | 23,608 | $689.8K | 0.30% | −48−0.2% | Reduced |
| Aaron Wealth Advisors | 23,536 | $687.7K | 0.04% | +2,153+10.1% | Added |
| Neuberger Berman Group LLC | 21,940 | $641.1K | 0.00% | +823+3.9% | Added |
| MML Investors Services, LLC | 21,101 | $616.6K | 0.00% | +2,144+11.3% | Added |
| Savvy Advisors, Inc. | 20,783 | $607.3K | 0.02% | +1,194+6.1% | Added |
| Global Retirement Partners, LLC | 20,485 | $598.6K | 0.01% | +19,041+1,318.6% | Added |
| Summit Global Investments | 20,036 | $585.0K | 0.03% | −3,151−13.6% | Reduced |
| SG Trading Solutions, LLC | 19,731 | $577.0K | 0.13% | +19,731 | New |
| Venturi Wealth Management, LLC | 19,347 | $565.3K | 0.03% | +7,552+64.0% | Added |
| Atomi Financial Group, Inc. | 18,756 | $548.1K | 0.02% | +1,867+11.1% | Added |
| Park Avenue Securities LLC | 18,398 | $538.0K | 0.00% | +874+5.0% | Added |
| Glenmede Trust Co NA | 18,210 | $532.1K | 0.00% | +18,210 | New |
| Raymond James Financial Inc | 18,161 | $530.7K | 0.00% | −425−2.3% | Reduced |
| Versant Capital Management, Inc | 17,387 | $508.0K | 0.06% | +2,170+14.3% | Added |
| Trexquant Investment LP | 16,886 | $493.4K | 0.00% | +4,028+31.3% | Added |
| Signaturefd, LLC | 16,745 | $489.3K | 0.01% | −50.0% | Reduced |
| Evergreen Capital Management LLC | 16,494 | $482.0K | 0.01% | +1,456+9.7% | Added |
| RNC Capital Management LLC | 16,135 | $471.5K | 0.02% | +550+3.5% | Added |
| Franklin Resources Inc | 16,064 | $469.4K | 0.00% | −83−0.5% | Reduced |