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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

Q4 2025 vs. Q3 2025

How the institutions holding Orix Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of IX: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2175241+29
Shares25.4M66.9K26.8M+1.54M (+6.1%)
Value$662.3M$1.75M$784.0M+$123.5M (+18.7%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Orix Corp at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to IX in Q4 2025
InstitutionSharesValue% of portfolio
Calamos Wealth Management LLC140,402$4.10M0.14%
RMB Capital Management, LLC61,812$1.81M0.03%
Two Sigma Investments, LP40,478$1.18M0.00%
Connor, Clark & Lunn Investment Management Ltd.34,107$996.6K0.00%
SG Trading Solutions, LLC19,731$577.0K0.13%
Glenmede Trust Co NA18,210$532.1K0.00%
UBS Asset Management Americas Inc15,397$449.9K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management13,383$391.1K0.01%
JMN Financial LLC12,999$379.8K0.38%
Verition Fund Management LLC12,734$372.1K0.00%
Basecamp Wealth Advisors LLC12,647$369.5K0.08%
Skopos Labs, Inc.11,374$336.4K0.02%
Two Sigma Advisers, LP10,700$312.7K0.00%
Abel Hall, LLC9,106$266.1K0.06%
Palladiem, LLC8,957$263.5K0.25%
OpenArc Corporate Advisory, LLC7,973$233.0K0.00%
Abacus Wealth Partners, LLC7,957$232.5K0.02%
Atria Investments LLC7,348$214.7K0.00%
D'Orazio & Associates, Inc.7,301$213.3K0.03%
Ballentine Partners, LLC7,246$211.7K0.00%
Bank of Montreal7,071$206.6K0.00%
Mount Yale Investment Advisors, LLC7,029$205.4K0.01%
Ewa, LLC6,984$204.1K0.05%
Aquatic Capital Management LLC1,603$46.8K0.00%
Kestra Advisory Services, LLC1,198$35.0K0.00%
V-Square Quantitative Management LLC1,149$33.6K0.00%
Atlas Capital Advisors LLC968$28.3K0.00%
Bayban590$17.2K0.02%
Sound Income Strategies, LLC544$16.7K0.00%
SageView Advisory Group, LLC495$14.5K0.00%
Elyxium Wealth, LLC314$9.17K0.00%
SHP Wealth Management278$8.14K0.00%
Brown Brothers Harriman & Co245$7.16K0.00%
Cornerstone Financial Management LLC237$6.92K0.01%
Bangor Savings Bank233$6.81K0.00%
Signature Equity Partners, LLC161$4.70K0.00%
Manning & Napier Advisors LLC159$4.68K0.00%
North Star Investment Management Corp.125$3.65K0.00%
Highline Wealth Partners LLC116$3.39K0.00%
JNBA Financial Advisors109$3.19K0.00%
IMA Wealth, Inc.93$2.72K0.00%
Independence Bank of Kentucky70$2.04K0.00%
Nemes Rush Group LLC67$1.96K0.00%
SJS Investment Consulting Inc.42$1.23K0.00%
Elevated Capital Advisors, LLC35$1.02K0.00%
Cullen/Frost Bankers, Inc.25$7310.00%
MV Capital Management, Inc.21$6140.00%
Godfrey Financial Associates, Inc.19$5550.00%
CIBC Private Wealth Group, LLC14$4090.00%
Rothschild Investment LLC9$2520.00%
Kilter Group LLC8$2340.00%
Toth Financial Advisory Corp5$1470.00%
Central Trust Co5$1460.00%
Murphy & Mullick Capital Management Corp4$1170.00%

Sold out (25)

Institutions that held Orix Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Not filed for Q4 2025 yet (5)

Institutions that held Orix Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Wetherby Asset Management Inc35,962$939.3K
Glenmede Investment Management, LP17,064$445.7K
First Affirmative Financial Network13,077$341.6K
Binnacle Investments Inc726$19.0K
Hemington Wealth Management35$0