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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 7,265 | $212.0K | 0.00% | +2,549+54.1% | Added |
| D'Orazio & Associates, Inc. | 7,301 | $213.3K | 0.03% | +7,301 | New |
| Atria Investments LLC | 7,348 | $214.7K | 0.00% | +7,348 | New |
| Citigroup Inc | 7,545 | $220.5K | 0.00% | −735−8.9% | Reduced |
| Sage Rhino Capital LLC | 7,871 | $230.0K | 0.04% | −206−2.6% | Reduced |
| Abacus Wealth Partners, LLC | 7,957 | $232.5K | 0.02% | +7,957 | New |
| Knights of Columbus Asset Advisors LLC | 7,964 | $232.7K | 0.01% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 7,973 | $233.0K | 0.00% | +7,973 | New |
| Truist Financial Corp | 8,527 | $249.2K | 0.00% | +337+4.1% | Added |
| United Capital Financial Advisers, LLC | 8,604 | $251.4K | 0.00% | +398+4.9% | Added |
| Palladiem, LLC | 8,957 | $263.5K | 0.25% | +8,957 | New |
| Abel Hall, LLC | 9,106 | $266.1K | 0.06% | +9,106 | New |
| Parallel Advisors, LLC | 9,232 | $269.8K | 0.00% | −20−0.2% | Reduced |
| Smartleaf Asset Management LLC | 9,222 | $271.3K | 0.01% | +758+9.0% | Added |
| Dorsey & Whitney Trust CO LLC | 9,515 | $278.0K | 0.01% | +1,627+20.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,254 | $299.6K | 0.03% | −291−2.8% | Reduced |
| Ascent Group, LLC | 10,582 | $309.2K | 0.01% | +154+1.5% | Added |
| Two Sigma Advisers, LP | 10,700 | $312.7K | 0.00% | +10,700 | New |
| Net Worth Advisory Group | 11,136 | $325.4K | 0.07% | +389+3.6% | Added |
| Captrust Financial Advisors | 11,491 | $335.8K | 0.00% | −178−1.5% | Reduced |
| Skopos Labs, Inc. | 11,374 | $336.4K | 0.02% | +11,374 | New |
| Sivia Capital Partners, LLC | 12,033 | $351.6K | 0.07% | +1,032+9.4% | Added |
| Citadel Advisors LLC | 12,179 | $355.9K | 0.00% | −40,311−76.8% | Reduced |
| Checchi Capital Advisers, LLC | 12,598 | $368.1K | 0.03% | +178+1.4% | Added |
| Basecamp Wealth Advisors LLC | 12,647 | $369.5K | 0.08% | +12,647 | New |
| Yousif Capital Management, LLC | 12,225 | $370.8K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,734 | $372.1K | 0.00% | +12,734 | New |
| PDS Planning, Inc | 12,876 | $376.2K | 0.03% | +1,589+14.1% | Added |
| Optas, LLC | 12,894 | $376.8K | 0.06% | +1,570+13.9% | Added |
| JMN Financial LLC | 12,999 | $379.8K | 0.38% | +12,999 | New |
| HB Wealth Management, LLC | 13,163 | $384.6K | 0.00% | +1,900+16.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,383 | $391.1K | 0.01% | +13,383 | New |
| Assetmark, Inc | 14,017 | $409.6K | 0.00% | −3,674−20.8% | Reduced |
| Vident Advisory, LLC | 14,369 | $419.9K | 0.00% | −276−1.9% | Reduced |
| Hardy Reed LLC | 14,381 | $420.2K | 0.03% | −323−2.2% | Reduced |
| Cetera Investment Advisers | 14,684 | $429.1K | 0.00% | +863+6.2% | Added |
| Ethic Inc. | 14,731 | $430.4K | 0.01% | +1,052+7.7% | Added |
| Naviter Wealth, LLC | 14,877 | $434.7K | 0.06% | −1,381−8.5% | Reduced |
| Savant Capital, LLC | 15,256 | $445.8K | 0.00% | +1,952+14.7% | Added |
| UBS Asset Management Americas Inc | 15,397 | $449.9K | 0.00% | +15,397 | New |
| Lido Advisors, LLC | 17,197 | $455.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 16,064 | $469.4K | 0.00% | −83−0.5% | Reduced |
| RNC Capital Management LLC | 16,135 | $471.5K | 0.02% | +550+3.5% | Added |
| Evergreen Capital Management LLC | 16,494 | $482.0K | 0.01% | +1,456+9.7% | Added |
| Signaturefd, LLC | 16,745 | $489.3K | 0.01% | −50.0% | Reduced |
| Trexquant Investment LP | 16,886 | $493.4K | 0.00% | +4,028+31.3% | Added |
| Versant Capital Management, Inc | 17,387 | $508.0K | 0.06% | +2,170+14.3% | Added |
| Raymond James Financial Inc | 18,161 | $530.7K | 0.00% | −425−2.3% | Reduced |
| Glenmede Trust Co NA | 18,210 | $532.1K | 0.00% | +18,210 | New |
| Park Avenue Securities LLC | 18,398 | $538.0K | 0.00% | +874+5.0% | Added |
| Atomi Financial Group, Inc. | 18,756 | $548.1K | 0.02% | +1,867+11.1% | Added |
| Venturi Wealth Management, LLC | 19,347 | $565.3K | 0.03% | +7,552+64.0% | Added |
| SG Trading Solutions, LLC | 19,731 | $577.0K | 0.13% | +19,731 | New |
| Summit Global Investments | 20,036 | $585.0K | 0.03% | −3,151−13.6% | Reduced |
| Global Retirement Partners, LLC | 20,485 | $598.6K | 0.01% | +19,041+1,318.6% | Added |
| Savvy Advisors, Inc. | 20,783 | $607.3K | 0.02% | +1,194+6.1% | Added |
| MML Investors Services, LLC | 21,101 | $616.6K | 0.00% | +2,144+11.3% | Added |
| Neuberger Berman Group LLC | 21,940 | $641.1K | 0.00% | +823+3.9% | Added |
| Aaron Wealth Advisors | 23,536 | $687.7K | 0.04% | +2,153+10.1% | Added |
| Investment Research Partners LLC | 23,608 | $689.8K | 0.30% | −48−0.2% | Reduced |
| Plan A Wealth LLC | 24,318 | $710.6K | 0.35% | +1,396+6.1% | Added |
| Systematic Alpha Investments, LLC | 24,810 | $724.9K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 24,652 | $725.3K | 0.01% | +4,698+23.5% | Added |
| Sequoia Financial Advisors, LLC | 25,330 | $740.1K | 0.00% | +564+2.3% | Added |
| Strategic Global Advisors, LLC | 26,193 | $765.4K | 0.12% | +2,968+12.8% | Added |
| Kathmere Capital Management, LLC | 26,319 | $769.0K | 0.05% | +1,018+4.0% | Added |
| Dynasty Wealth Management, LLC | 26,751 | $781.7K | 0.01% | +3,209+13.6% | Added |
| UBS Group AG | 26,764 | $782.0K | 0.00% | +11,610+76.6% | Added |
| CAPROCK Group, Inc. | 27,977 | $817.5K | 0.02% | +2,567+10.1% | Added |
| Allspring Global Investments Holdings, LLC | 28,114 | $829.1K | 0.00% | +1,947+7.4% | Added |
| Tred Avon Family Wealth, LLC | 28,910 | $844.8K | 0.27% | −1,075−3.6% | Reduced |
| Colony Group, LLC | 29,166 | $852.2K | 0.00% | +21,191+265.7% | Added |
| Syon Capital LLC | 29,795 | $870.6K | 0.04% | +6,156+26.0% | Added |
| Creative Planning | 31,512 | $920.8K | 0.00% | +1,505+5.0% | Added |
| State Street Corp | 32,135 | $939.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 32,456 | $948.4K | 0.00% | +1,172+3.7% | Added |
| Dimensional Fund Advisors LP | 32,556 | $951.3K | 0.00% | −21,299−39.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,107 | $996.6K | 0.00% | +34,107 | New |
| CI Private Wealth, LLC | 35,114 | $1.03M | 0.00% | +367+1.1% | Added |
| Rhumbline Advisers | 35,279 | $1.03M | 0.00% | +6,316+21.8% | Added |
| Fifth Third Bancorp | 35,794 | $1.05M | 0.00% | +1,231+3.6% | Added |
| Greenleaf Trust | 37,375 | $1.09M | 0.01% | −62−0.2% | Reduced |
| Ameriprise Financial Inc | 39,409 | $1.15M | 0.00% | −681−1.7% | Reduced |
| Two Sigma Investments, LP | 40,478 | $1.18M | 0.00% | +40,478 | New |
| Royal Bank of Canada | 40,906 | $1.20M | 0.00% | +10,214+33.3% | Added |
| Campbell & CO Investment Adviser LLC | 42,163 | $1.23M | 0.06% | −9,403−18.2% | Reduced |
| The PNC Financial Services Group, Inc. | 44,060 | $1.29M | 0.00% | +3,192+7.8% | Added |
| Ieq Capital, LLC | 46,343 | $1.35M | 0.00% | +11,750+34.0% | Added |
| Advisors Asset Management, Inc. | 50,472 | $1.47M | 0.02% | +4,267+9.2% | Added |
| Ativo Capital Management LLC | 51,158 | $1.49M | 1.31% | −3,393−6.2% | Reduced |
| Brinker Capital Investments, LLC | 54,225 | $1.58M | 0.01% | +1,821+3.5% | Added |
| First Trust Advisors LP | 54,955 | $1.61M | 0.00% | +4,374+8.6% | Added |
| DGS Capital Management, LLC | 55,225 | $1.61M | 0.28% | +1,291+2.4% | Added |
| HighTower Advisors, LLC | 57,060 | $1.67M | 0.00% | +3,096+5.7% | Added |
| US Bancorp | 60,908 | $1.78M | 0.00% | +3,526+6.1% | Added |
| RMB Capital Management, LLC | 61,812 | $1.81M | 0.03% | +61,812 | New |
| Wiley Bros.-Aintree Capital, LLC | 61,980 | $1.81M | 0.01% | +7,205+13.2% | Added |
| Lester Murray Antman dba SimplyRich | 63,321 | $1.85M | 0.48% | +17,040+36.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 65,200 | $1.91M | 0.00% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 65,395 | $1.91M | 0.25% | −1,242−1.9% | Reduced |