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, Q1 2026
Institutional positions in Orix Corp as of Mar 31, 2026. 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
- 283
- +45 vs. Q4 2025
- Shares held
- 34.1M
- +7.27M (+27.1%) vs. Q4 2025
- Total value
- $1.02B
- +$237.9M (+30.4%) vs. Q4 2025
- New holders
- 62
- 135 more added
- Sold out
- 17
- 31 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,944,003 | $178.3M | 0.01% | +429,675+7.8% | Added |
| Morgan Stanley | 5,007,215 | $150.2M | 0.01% | −110,727−2.2% | Reduced |
| Bank of America Corp | 2,893,892 | $86.8M | 0.01% | +25,662+0.9% | Added |
| Todd Asset Management LLC | 1,840,058 | $55.2M | 1.08% | +12,432+0.7% | Added |
| Northern Trust Corp | 1,309,408 | $39.3M | 0.01% | +241,232+22.6% | Added |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | $34.4M | 0.27% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 1,080,361 | $32.4M | 0.33% | +1,080,361 | New |
| Clearbridge Investments, LLC | 1,049,544 | $31.5M | 0.03% | +1,049,544 | New |
| American Century Companies Inc | 962,400 | $28.9M | 0.01% | +200,350+26.3% | Added |
| BlackRock, Inc. | 938,967 | $28.2M | 0.00% | +32,224+3.6% | Added |
| Quantinno Capital Management LP | 924,415 | $27.7M | 0.05% | +129,739+16.3% | Added |
| Natixis Advisors, L.P. | 770,599 | $23.1M | 0.03% | +606,655+370.0% | Added |
| Jones Financial Companies LLLP | 606,300 | $17.7M | 0.01% | +605,636+91,210.2% | Added |
| Envestnet Asset Management Inc | 511,068 | $15.3M | 0.00% | +397,352+349.4% | Added |
| Wells Fargo & Company | 460,013 | $13.8M | 0.00% | +334,895+267.7% | Added |
| Charles Schwab Investment Management Inc | 352,072 | $10.6M | 0.00% | +67,902+23.9% | Added |
| Eagle Global Advisors LLC | 335,378 | $10.1M | 0.36% | +380+0.1% | Added |
| JPMorgan Chase & Co | 314,142 | $9.16M | 0.00% | +155,629+98.2% | Added |
| O'Shaughnessy Asset Management, LLC | 291,079 | $8.73M | 0.04% | +42,969+17.3% | Added |
| Raymond James Financial Inc | 209,552 | $6.28M | 0.00% | +191,391+1,053.9% | Added |
| Gilman Hill Asset Management, LLC | 203,157 | $6.09M | 0.92% | +3,808+1.9% | Added |
| Boston Common Asset Management, LLC | 175,172 | $5.25M | 0.34% | −1,223−0.7% | Reduced |
| AQR Capital Management LLC | 172,045 | $5.16M | 0.00% | +39,938+30.2% | Added |
| Jane Street Group, LLC | 167,463 | $5.02M | 0.01% | +167,463 | New |
| Mercer Global Advisors Inc | 165,800 | $4.97M | 0.01% | +12,532+8.2% | Added |
| Calamos Wealth Management LLC | 163,340 | $4.90M | 0.17% | +22,938+16.3% | Added |
| Calamos Advisors LLC | 163,340 | $4.90M | 0.02% | +163,340 | New |
| Oppenheimer Asset Management Inc. | 160,542 | $4.81M | 0.05% | +160,542 | New |
| SEI Investments Co | 159,528 | $4.79M | 0.00% | +17,330+12.2% | Added |
| Gradient Investments LLC | 157,454 | $4.72M | 0.07% | +157,454 | New |
| Bank of New York Mellon Corp | 154,477 | $4.63M | 0.00% | +26,052+20.3% | Added |
| QRG Capital Management, Inc. | 153,303 | $4.60M | 0.05% | +28,594+22.9% | Added |
| Crossmark Global Holdings, Inc. | 144,236 | $4.33M | 0.06% | +23,752+19.7% | Added |
| Two Sigma Investments, LP | 140,756 | $4.22M | 0.00% | +100,278+247.7% | Added |
| JustInvest LLC | 134,695 | $4.04M | 0.04% | −46,666−25.7% | Reduced |
| Pathstone Holdings, LLC | 123,362 | $3.70M | 0.01% | +1,228+1.0% | Added |
| Cerity Partners LLC | 122,992 | $3.69M | 0.01% | +15,885+14.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 114,400 | $3.43M | 0.01% | +49,200+75.5% | Added |
| Henry James International Management, Inc. | 111,455 | $3.34M | 1.21% | −89,330−44.5% | Reduced |
| Renaissance Technologies LLC | 109,600 | $3.29M | 0.01% | +109,600 | New |
| Ritholtz Wealth Management | 104,097 | $3.12M | 0.05% | +25,410+32.3% | Added |
| Callan Family Office, LLC | 104,038 | $3.12M | 0.07% | +1,335+1.3% | Added |
| UBS Asset Management Americas Inc | 97,086 | $2.91M | 0.00% | +81,689+530.6% | Added |
| Brinker Capital Investments, LLC | 96,541 | $2.90M | 0.02% | +42,316+78.0% | Added |
| Naples Global Advisors, LLC | 93,267 | $2.83M | 0.21% | +50.0% | Added |
| Royal Bank of Canada | 88,450 | $2.65M | 0.00% | +47,544+116.2% | Added |
| Mariner, LLC | 76,907 | $2.30M | 0.00% | +6,686+9.5% | Added |
| US Bancorp | 76,496 | $2.29M | 0.00% | +15,588+25.6% | Added |
| Laird Norton Trust Company, LLC | 74,274 | $2.23M | 0.05% | +1,389+1.9% | Added |
| Quadrant Capital Group LLC | 73,134 | $2.19M | 0.07% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 70,441 | $2.11M | 0.00% | +36,334+106.5% | Added |
| First Trust Advisors LP | 66,574 | $2.00M | 0.00% | +11,619+21.1% | Added |
| UBS Group AG | 66,472 | $1.99M | 0.00% | +39,708+148.4% | Added |
| Paradigm Asset Management Co LLC | 66,400 | $1.99M | 0.47% | 00.0% | Unchanged |
| MML Investors Services, LLC | 66,374 | $1.99M | 0.01% | +45,273+214.6% | Added |
| LPL Financial LLC | 65,982 | $1.98M | 0.00% | +33,526+103.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 68,896 | $1.97M | 0.01% | +6,916+11.2% | Added |
| Vise Technologies, Inc. | 66,989 | $1.96M | 0.04% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 64,937 | $1.95M | 0.32% | +9,712+17.6% | Added |
| HighTower Advisors, LLC | 63,767 | $1.91M | 0.00% | +6,707+11.8% | Added |
| Lester Murray Antman dba SimplyRich | 63,234 | $1.90M | 0.49% | −87−0.1% | Reduced |
| CWM, LLC | 57,631 | $1.73M | 0.00% | −13,862−19.4% | Reduced |
| Goldman Sachs Group Inc | 57,193 | $1.72M | 0.00% | −24,443−29.9% | Reduced |
| Advisors Asset Management, Inc. | 56,906 | $1.71M | 0.03% | +6,434+12.7% | Added |
| BTC Capital Management, Inc. | 52,285 | $1.57M | 0.11% | −32,531−38.4% | Reduced |
| Ieq Capital, LLC | 51,355 | $1.54M | 0.01% | +5,012+10.8% | Added |
| Ativo Capital Management LLC | 51,149 | $1.53M | 1.33% | −90.0% | Reduced |
| Ameriprise Financial Inc | 49,211 | $1.48M | 0.00% | +9,802+24.9% | Added |
| BNP Paribas Arbitrage, SA | 48,218 | $1.45M | 0.00% | +42,935+812.7% | Added |
| The PNC Financial Services Group, Inc. | 46,661 | $1.40M | 0.00% | +2,601+5.9% | Added |
| Citigroup Inc | 44,409 | $1.33M | 0.00% | +36,864+488.6% | Added |
| CI Private Wealth, LLC | 42,611 | $1.25M | 0.00% | +7,497+21.4% | Added |
| Rhumbline Advisers | 37,647 | $1.13M | 0.00% | +2,368+6.7% | Added |
| Greenleaf Trust | 37,375 | $1.12M | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35,724 | $1.07M | 0.00% | −70−0.2% | Reduced |
| Colony Group, LLC | 34,583 | $1.05M | 0.00% | +5,417+18.6% | Added |
| Aaron Wealth Advisors | 34,001 | $1.02M | 0.06% | +10,465+44.5% | Added |
| Strategic Global Advisors, LLC | 32,828 | $984.5K | 0.16% | +6,635+25.3% | Added |
| Neuberger Berman Group LLC | 32,788 | $983.3K | 0.00% | +10,848+49.4% | Added |
| Dimensional Fund Advisors LP | 32,557 | $976.4K | 0.00% | +10.0% | Added |
| Creative Planning | 32,450 | $973.2K | 0.00% | +938+3.0% | Added |
| CAPROCK Group, Inc. | 32,241 | $966.9K | 0.02% | +4,264+15.2% | Added |
| State Street Corp | 32,135 | $963.7K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 30,840 | $924.9K | 0.00% | +30,840 | New |
| Allspring Global Investments Holdings, LLC | 29,743 | $905.7K | 0.00% | +1,629+5.8% | Added |
| Kathmere Capital Management, LLC | 29,705 | $890.9K | 0.06% | +3,386+12.9% | Added |
| Park Avenue Securities LLC | 28,840 | $865.0K | 0.01% | +10,442+56.8% | Added |
| Syon Capital LLC | 28,589 | $857.4K | 0.04% | −1,206−4.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 27,960 | $838.5K | 0.01% | +27,960 | New |
| Cetera Investment Advisers | 27,615 | $828.2K | 0.00% | +12,931+88.1% | Added |
| Stifel Financial Corp | 27,303 | $818.9K | 0.00% | +27,303 | New |
| Dynasty Wealth Management, LLC | 26,817 | $804.2K | 0.01% | +66+0.2% | Added |
| XTX Topco Ltd | 26,595 | $797.6K | 0.01% | +26,595 | New |
| Atria Investments LLC | 26,025 | $780.5K | 0.01% | +18,677+254.2% | Added |
| Bank of Montreal | 26,007 | $780.0K | 0.00% | +18,936+267.8% | Added |
| Sequoia Financial Advisors, LLC | 25,987 | $779.4K | 0.00% | +657+2.6% | Added |
| RSM US Wealth Management LLC | 25,858 | $775.5K | 0.01% | +1,206+4.9% | Added |
| Plan A Wealth LLC | 25,200 | $755.7K | 0.36% | +882+3.6% | Added |
| Tred Avon Family Wealth, LLC | 25,190 | $755.4K | 0.25% | −3,720−12.9% | Reduced |
| Investment Research Partners LLC | 24,824 | $744.5K | 0.30% | +1,216+5.2% | Added |