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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 66,186 | $1.93M | 0.04% | −11,521−14.8% | Reduced |
| Paradigm Asset Management Co LLC | 66,400 | $1.94M | 0.45% | −17,300−20.7% | Reduced |
| Vise Technologies, Inc. | 66,989 | $1.96M | 0.04% | +26,815+66.7% | Added |
| Mariner, LLC | 70,221 | $2.05M | 0.00% | +10,791+18.2% | Added |
| CWM, LLC | 71,493 | $2.09M | 0.01% | −22,420−23.9% | Reduced |
| Laird Norton Trust Company, LLC | 72,885 | $2.13M | 0.04% | +59,485+443.9% | Added |
| Quadrant Capital Group LLC | 73,134 | $2.14M | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 78,687 | $2.30M | 0.04% | +891+1.1% | Added |
| Goldman Sachs Group Inc | 81,636 | $2.39M | 0.00% | +1,436+1.8% | Added |
| BTC Capital Management, Inc. | 84,816 | $2.48M | 0.17% | −24,315−22.3% | Reduced |
| Naples Global Advisors, LLC | 93,262 | $2.73M | 0.20% | −30.0% | Reduced |
| Callan Family Office, LLC | 102,703 | $3.00M | 0.06% | +51,282+99.7% | Added |
| Cerity Partners LLC | 107,107 | $3.13M | 0.00% | −16,277−13.2% | Reduced |
| Envestnet Asset Management Inc | 113,716 | $3.32M | 0.00% | −17,793−13.5% | Reduced |
| Crossmark Global Holdings, Inc. | 120,484 | $3.52M | 0.05% | −13,657−10.2% | Reduced |
| Pathstone Holdings, LLC | 122,134 | $3.57M | 0.01% | +4,814+4.1% | Added |
| QRG Capital Management, Inc. | 124,709 | $3.64M | 0.04% | +8,737+7.5% | Added |
| Wells Fargo & Company | 125,118 | $3.66M | 0.00% | +330.0% | Added |
| Bank of New York Mellon Corp | 128,425 | $3.75M | 0.00% | +4,201+3.4% | Added |
| AQR Capital Management LLC | 132,107 | $3.86M | 0.00% | +28,292+27.3% | Added |
| Calamos Wealth Management LLC | 140,402 | $4.10M | 0.14% | +140,402 | New |
| SEI Investments Co | 142,198 | $4.15M | 0.00% | +7,981+5.9% | Added |
| Mercer Global Advisors Inc | 153,268 | $4.48M | 0.01% | −827−0.5% | Reduced |
| JPMorgan Chase & Co | 158,513 | $4.63M | 0.00% | −10,588−6.3% | Reduced |
| Natixis Advisors, L.P. | 163,944 | $4.79M | 0.01% | −15,926−8.9% | Reduced |
| Boston Common Asset Management, LLC | 176,395 | $5.15M | 0.31% | −58,684−25.0% | Reduced |
| JustInvest LLC | 181,361 | $5.30M | 0.05% | −26,508−12.8% | Reduced |
| Gilman Hill Asset Management, LLC | 199,349 | $5.82M | 0.92% | +2,405+1.2% | Added |
| Henry James International Management, Inc. | 200,785 | $5.87M | 1.85% | −38,759−16.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 248,110 | $7.25M | 0.04% | +10,627+4.5% | Added |
| Charles Schwab Investment Management Inc | 284,170 | $8.30M | 0.00% | +65,067+29.7% | Added |
| Eagle Global Advisors LLC | 334,998 | $9.79M | 0.36% | +20,088+6.4% | Added |
| American Century Companies Inc | 762,050 | $22.3M | 0.01% | +122,745+19.2% | Added |
| Quantinno Capital Management LP | 794,676 | $23.2M | 0.05% | +166,567+26.5% | Added |
| BlackRock, Inc. | 906,743 | $26.5M | 0.00% | −27,697−3.0% | Reduced |
| Northern Trust Corp | 1,068,176 | $31.2M | 0.00% | −21,437−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | $33.5M | 0.25% | 00.0% | Unchanged |
| Todd Asset Management LLC | 1,827,626 | $53.4M | 1.04% | −19,388−1.0% | Reduced |
| Bank of America Corp | 2,868,230 | $83.8M | 0.01% | +492,952+20.8% | Added |
| Morgan Stanley | 5,117,942 | $149.5M | 0.01% | +74,473+1.5% | Added |
| FMR LLC | 5,514,328 | $161.1M | 0.01% | +607,896+12.4% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −205,388−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −64,900−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −58,493−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −34,100−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −33,229−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −26,563−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,243−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −9,559−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,795−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |