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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 17,197 | $455.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 15,397 | $449.9K | 0.00% | +15,397 | New |
| Savant Capital, LLC | 15,256 | $445.8K | 0.00% | +1,952+14.7% | Added |
| Naviter Wealth, LLC | 14,877 | $434.7K | 0.06% | −1,381−8.5% | Reduced |
| Ethic Inc. | 14,731 | $430.4K | 0.01% | +1,052+7.7% | Added |
| Cetera Investment Advisers | 14,684 | $429.1K | 0.00% | +863+6.2% | Added |
| Hardy Reed LLC | 14,381 | $420.2K | 0.03% | −323−2.2% | Reduced |
| Vident Advisory, LLC | 14,369 | $419.9K | 0.00% | −276−1.9% | Reduced |
| Assetmark, Inc | 14,017 | $409.6K | 0.00% | −3,674−20.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,383 | $391.1K | 0.01% | +13,383 | New |
| HB Wealth Management, LLC | 13,163 | $384.6K | 0.00% | +1,900+16.9% | Added |
| JMN Financial LLC | 12,999 | $379.8K | 0.38% | +12,999 | New |
| Optas, LLC | 12,894 | $376.8K | 0.06% | +1,570+13.9% | Added |
| PDS Planning, Inc | 12,876 | $376.2K | 0.03% | +1,589+14.1% | Added |
| Verition Fund Management LLC | 12,734 | $372.1K | 0.00% | +12,734 | New |
| Yousif Capital Management, LLC | 12,225 | $370.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 12,647 | $369.5K | 0.08% | +12,647 | New |
| Checchi Capital Advisers, LLC | 12,598 | $368.1K | 0.03% | +178+1.4% | Added |
| Citadel Advisors LLC | 12,179 | $355.9K | 0.00% | −40,311−76.8% | Reduced |
| Sivia Capital Partners, LLC | 12,033 | $351.6K | 0.07% | +1,032+9.4% | Added |
| Skopos Labs, Inc. | 11,374 | $336.4K | 0.02% | +11,374 | New |
| Captrust Financial Advisors | 11,491 | $335.8K | 0.00% | −178−1.5% | Reduced |
| Net Worth Advisory Group | 11,136 | $325.4K | 0.07% | +389+3.6% | Added |
| Two Sigma Advisers, LP | 10,700 | $312.7K | 0.00% | +10,700 | New |
| Ascent Group, LLC | 10,582 | $309.2K | 0.01% | +154+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,254 | $299.6K | 0.03% | −291−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,515 | $278.0K | 0.01% | +1,627+20.6% | Added |
| Smartleaf Asset Management LLC | 9,222 | $271.3K | 0.01% | +758+9.0% | Added |
| Parallel Advisors, LLC | 9,232 | $269.8K | 0.00% | −20−0.2% | Reduced |
| Abel Hall, LLC | 9,106 | $266.1K | 0.06% | +9,106 | New |
| Palladiem, LLC | 8,957 | $263.5K | 0.25% | +8,957 | New |
| United Capital Financial Advisers, LLC | 8,604 | $251.4K | 0.00% | +398+4.9% | Added |
| Truist Financial Corp | 8,527 | $249.2K | 0.00% | +337+4.1% | Added |
| OpenArc Corporate Advisory, LLC | 7,973 | $233.0K | 0.00% | +7,973 | New |
| Knights of Columbus Asset Advisors LLC | 7,964 | $232.7K | 0.01% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 7,957 | $232.5K | 0.02% | +7,957 | New |
| Sage Rhino Capital LLC | 7,871 | $230.0K | 0.04% | −206−2.6% | Reduced |
| Citigroup Inc | 7,545 | $220.5K | 0.00% | −735−8.9% | Reduced |
| Atria Investments LLC | 7,348 | $214.7K | 0.00% | +7,348 | New |
| D'Orazio & Associates, Inc. | 7,301 | $213.3K | 0.03% | +7,301 | New |
| Hantz Financial Services, Inc. | 7,265 | $212.0K | 0.00% | +2,549+54.1% | Added |
| Ballentine Partners, LLC | 7,246 | $211.7K | 0.00% | +7,246 | New |
| Bank of Montreal | 7,071 | $206.6K | 0.00% | +7,071 | New |
| Mount Yale Investment Advisors, LLC | 7,029 | $205.4K | 0.01% | +7,029 | New |
| Ewa, LLC | 6,984 | $204.1K | 0.05% | +6,984 | New |
| GAMMA Investing LLC | 6,701 | $195.8K | 0.01% | +427+6.8% | Added |
| Rockefeller Capital Management L.P. | 5,548 | $162.1K | 0.00% | +2,155+63.5% | Added |
| BNP Paribas Arbitrage, SA | 5,283 | $154.4K | 0.00% | −15,283−74.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,799 | $140.2K | 0.01% | −798−14.3% | Reduced |
| Huntington National Bank | 3,619 | $105.7K | 0.00% | −545−13.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,296 | $96.3K | 0.00% | −2,749−45.5% | Reduced |
| Farther Finance Advisors, LLC | 3,212 | $93.9K | 0.00% | +1,160+56.5% | Added |
| Cromwell Holdings LLC | 3,050 | $89.1K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,048 | $59.8K | 0.00% | −6,185−75.1% | Reduced |
| WealthCollab, LLC | 1,823 | $53.3K | 0.02% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 1,760 | $51.4K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,603 | $46.8K | 0.00% | +1,603 | New |
| Bruce G. Allen Investments, LLC | 1,545 | $45.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,537 | $44.9K | 0.01% | −250−14.0% | Reduced |
| Russell Investments Group, Ltd. | 1,494 | $43.7K | 0.00% | −3,003−66.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,402 | $41.0K | 0.00% | −132−8.6% | Reduced |
| Kestra Advisory Services, LLC | 1,198 | $35.0K | 0.00% | +1,198 | New |
| V-Square Quantitative Management LLC | 1,149 | $33.6K | 0.00% | +1,149 | New |
| Allworth Financial LP | 1,033 | $30.2K | 0.00% | +149+16.9% | Added |
| Atlas Capital Advisors LLC | 968 | $28.3K | 0.00% | +968 | New |
| Boyd Watterson Asset Management LLC | 965 | $28.2K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 905 | $26.4K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 852 | $25.0K | 0.00% | +530+164.6% | Added |
| Manchester Capital Management LLC | 790 | $23.1K | 0.00% | +720+1,028.6% | Added |
| Salomon & Ludwin, LLC | 744 | $22.2K | 0.00% | +271+57.3% | Added |
| Umb Bank N A | 740 | $21.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 725 | $21.2K | 0.00% | +298+69.8% | Added |
| Capital Analysts, LLC | 750 | $21.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 685 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 664 | $19.4K | 0.00% | +31+4.9% | Added |
| Bayban | 590 | $17.2K | 0.02% | +590 | New |
| Sound Income Strategies, LLC | 544 | $16.7K | 0.00% | +544 | New |
| True Wealth Design, LLC | 516 | $15.1K | 0.00% | +161+45.4% | Added |
| Evolution Wealth Management Inc. | 500 | $14.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 495 | $14.5K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 495 | $14.5K | 0.00% | +495 | New |
| Financial Management Professionals, Inc. | 483 | $14.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 475 | $13.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 417 | $12.2K | 0.00% | −70−14.4% | Reduced |
| MAI Capital Management | 390 | $11.4K | 0.00% | +30+8.3% | Added |
| Root Financial Partners, LLC | 342 | $9.99K | 0.00% | +153+81.0% | Added |
| GWM Advisors LLC | 320 | $9.35K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 314 | $9.17K | 0.00% | +314 | New |
| UMA Financial Services, Inc. | 290 | $8.47K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 278 | $8.14K | 0.00% | +278 | New |
| GW&K Investment Management, LLC | 265 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 268 | $7.83K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 260 | $7.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 245 | $7.16K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 245 | $7.16K | 0.00% | +245 | New |
| Cornerstone Financial Management LLC | 237 | $6.92K | 0.01% | +237 | New |
| Bell Investment Advisors, Inc | 235 | $6.87K | 0.00% | +95+67.9% | Added |
| Bangor Savings Bank | 233 | $6.81K | 0.00% | +233 | New |
| Raffa Wealth Management, LLC | 185 | $5.41K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 175 | $5.11K | 0.00% | 00.0% | Unchanged |