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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

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.

Institutional holdersQ4 2025: 241 institutions
Q1 2021: 126 institutionsQ2 2021: 121 institutionsQ3 2021: 135 institutionsQ4 2021: 148 institutionsQ1 2022: 143 institutionsQ2 2022: 139 institutionsQ3 2022: 123 institutionsQ4 2022: 128 institutionsQ1 2023: 123 institutionsQ2 2023: 130 institutionsQ3 2023: 136 institutionsQ4 2023: 152 institutionsQ1 2024: 160 institutionsQ2 2024: 172 institutionsQ3 2024: 175 institutionsQ4 2024: 190 institutionsQ1 2025: 191 institutionsQ2 2025: 209 institutionsQ3 2025: 217 institutionsQ4 2025: 241 institutionsQ1 2026: 283 institutionsQ2 2026: 319 institutions
Value heldQ4 2025: $784.0M
Q1 2021: $329.0MQ2 2021: $331.3MQ3 2021: $364.8MQ4 2021: $421.0MQ1 2022: $400.3MQ2 2022: $327.8MQ3 2022: $269.9MQ4 2022: $306.0MQ1 2023: $307.9MQ2 2023: $374.7MQ3 2023: $396.5MQ4 2023: $395.3MQ1 2024: $480.3MQ2 2024: $499.6MQ3 2024: $519.7MQ4 2024: $511.8MQ1 2025: $518.0MQ2 2025: $571.7MQ3 2025: $662.3MQ4 2025: $784.0MQ1 2026: $1.02BQ2 2026: $1.42B
Institutions holding IX and their total value by quarter
QuarterHoldersValue
Q2 2026319$1.42B
Q1 2026283$1.02B
Q4 2025241$784.0M
Q3 2025217$662.3M
Q2 2025209$571.7M
Q1 2025191$518.0M
Q4 2024190$511.8M
Q3 2024175$519.7M
Q2 2024172$499.6M
Q1 2024160$480.3M
Q4 2023152$395.3M
Q3 2023136$396.5M
Q2 2023130$374.7M
Q1 2023123$307.9M
Q4 2022128$306.0M
Q3 2022123$269.9M
Q2 2022139$327.8M
Q1 2022143$400.3M
Q4 2021148$421.0M
Q3 2021135$364.8M
Q2 2021121$331.3M
Q1 2021126$329.0M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q3 2025.

Institutions holding IX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CVA Family Office, LLC168$4.91K0.00%00.0%Unchanged
Signature Equity Partners, LLC161$4.70K0.00%+161New
Manning & Napier Advisors LLC159$4.68K0.00%+159New
Zions Bancorporation, National Association160$4.67K0.00%00.0%Unchanged
Harbour Investments, Inc.140$4.09K0.00%00.0%Unchanged
Creative Financial Designs Inc135$3.94K0.00%00.0%Unchanged
North Star Investment Management Corp.125$3.65K0.00%+125New
Highline Wealth Partners LLC116$3.39K0.00%+116New
Bartlett & Co. Wealth Management LLC115$3.36K0.00%00.0%Unchanged
JNBA Financial Advisors109$3.19K0.00%+109New
Principia Wealth Advisory, LLC106$3.10K0.00%−7−6.2%Reduced
CX Institutional95$3.00K0.00%+45+90.0%Added
IMA Wealth, Inc.93$2.72K0.00%+93New
TD Private Client Wealth LLC87$2.54K0.00%−18−17.1%Reduced
Brown, Lisle/Cummings, Inc.81$2.36K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC79$2.29K0.00%00.0%Unchanged
NBC Securities, Inc.76$2.22K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.75$2.19K0.00%+9+13.6%Added
Geneos Wealth Management Inc.70$2.04K0.00%00.0%Unchanged
Independence Bank of Kentucky70$2.04K0.00%+70New
Nemes Rush Group LLC67$1.96K0.00%+67New
SJS Investment Consulting Inc.42$1.23K0.00%+42New
Essential Partners LLC42$1.23K0.00%+2+5.0%Added
First Command Advisory Services, Inc.40$1.17K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC35$1.02K0.00%00.0%Unchanged
Golden State Wealth Management, LLC35$1.02K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC35$1.02K0.00%+35New
Cornerstone Planning Group LLC30$9100.00%+24+400.0%Added
St Germain D J Co Inc30$8770.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.25$7310.00%+25New
MV Capital Management, Inc.21$6140.00%+21New
American Capital Advisory, LLC20$5850.00%−4−16.7%Reduced
Abound Wealth Management20$5850.00%00.0%Unchanged
Bogart Wealth, LLC20$5840.00%−100−83.3%Reduced
Godfrey Financial Associates, Inc.19$5550.00%+19New
CIBC Private Wealth Group, LLC14$4090.00%+14New
Rothschild Investment LLC9$2520.00%+9New
Kilter Group LLC8$2340.00%+8New
Toth Financial Advisory Corp5$1470.00%+5New
Central Trust Co5$1460.00%+5New
Murphy & Mullick Capital Management Corp4$1170.00%+4New
Arrowstreet Capital, Limited Partnership0$00.00%−205,388−100.0%Sold out
Capitolis Liquid Global Markets LLC0$00.00%−64,900−100.0%Sold out
Marshall Wace, LLP0$00.00%−58,493−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−34,100−100.0%Sold out
Millennium Management LLC0$00.00%−33,229−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−26,563−100.0%Sold out
XTX Topco Ltd0$00.00%−12,243−100.0%Sold out
PharVision Advisers, LLC0$00.00%−9,559−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−8,795−100.0%Sold out
Principal Securities, Inc.0$00.00%−1,506−100.0%Sold out
Mather Group, LLC.0$00.00%−260−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−215−100.0%Sold out
Advisory Services Network, LLC0$00.00%−180−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−101−100.0%Sold out
Retirement Wealth Solutions LLC0$00.00%−57−100.0%Sold out
Montag A & Associates Inc0$00.00%−43−100.0%Sold out
Private Wealth Asset Management, LLC0$00.00%−40−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−35−100.0%Sold out
Bare Financial Services, Inc0$00.00%−32−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−31−100.0%Sold out
Orion Capital Management LLC0$00.00%−29−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−20−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−15−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−7−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−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