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Livermore
Livermore
ZHEN

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

Q1 2026 vs. Q4 2025

How the institutions holding Orix Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of IX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2413283+45
Shares26.8M40.2K34.1M+7.27M (+27.1%)
Value$784.0M$1.18M$1.02B+$237.9M (+30.4%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held Orix Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to IX in Q1 2026
InstitutionSharesValue% of portfolio
Cullen Capital Management LLC1,080,361$32.4M0.33%
Clearbridge Investments, LLC1,049,544$31.5M0.03%
Jane Street Group, LLC167,463$5.02M0.01%
Calamos Advisors LLC163,340$4.90M0.02%
Oppenheimer Asset Management Inc.160,542$4.81M0.05%
Gradient Investments LLC157,454$4.72M0.07%
Renaissance Technologies LLC109,600$3.29M0.01%
Qube Research & Technologies Ltd30,840$924.9K0.00%
Ferguson Wellman Capital Management, Inc27,960$838.5K0.01%
Stifel Financial Corp27,303$818.9K0.00%
XTX Topco Ltd26,595$797.6K0.01%
HRT Financial LP24,438$732.0K0.00%
Sanctuary Advisors, LLC23,337$699.9K0.00%
Voloridge Investment Management, LLC21,133$633.8K0.00%
Millennium Management LLC19,943$598.1K0.00%
Arrowstreet Capital, Limited Partnership19,215$576.3K0.00%
Summit Trail Advisors, LLC18,814$564.2K0.01%
Marks Group Wealth Management, Inc16,124$483.6K0.05%
First Affirmative Financial Network14,417$432.4K0.17%
Hennion & Walsh Asset Management, Inc.14,149$424.3K0.01%
Janney Montgomery Scott LLC11,448$343.0K0.00%
Clearstead Advisors, LLC10,724$321.6K0.00%
Regions Financial Corp9,081$272.3K0.00%
Mattson Financial Services, LLC8,827$264.7K0.06%
Keybank National Association8,555$256.6K0.00%
Point72 Asset Management, L.P.8,386$251.5K0.00%
Brown Financial Advisors8,322$249.6K0.09%
Xponance, Inc.8,213$246.3K0.00%
Wealth Enhancement Advisory Services, LLC7,932$238.2K0.00%
Vestmark Advisory Solutions, Inc.7,922$237.6K0.00%
Wealth Alliance7,786$233.5K0.02%
Coldstream Capital Management Inc7,765$232.9K0.00%
Bridgewater Advisors Inc.5,714$216.9K0.01%
Frec Markets, Inc.7,219$216.5K0.04%
Portside Wealth Group, LLC7,139$214.1K0.03%
EP Wealth Advisors, LLC6,758$202.7K0.00%
Horizon Investments, LLC2,720$81.6K0.00%
Deutsche Bank AG2,294$68.8K0.00%
Ares Financial Consulting, LLC1,490$45.4K0.04%
Owl Creek Wealth Partners LLC1,304$39.1K0.01%
Twin Peaks Wealth Advisors, LLC1,200$36.0K0.01%
Advisory Services Network, LLC694$20.8K0.00%
Ancora Advisors, LLC502$15.1K0.00%
Mather Group, LLC.403$12.1K0.00%
Trifecta Capital Advisors, LLC400$12.0K0.00%
LRI Investments, LLC372$11.2K0.00%
Lloyd Advisory Services, LLC.328$9.84K0.00%
Kingdom Financial Group LLC.328$9.84K0.00%
Whipplewood Advisors, LLC320$9.60K0.00%
Dogwood Wealth Management LLC205$6.15K0.00%
RMG Wealth Management LLC103$3.78K0.00%
Arlington Trust Co LLC97$2.91K0.00%
JPL Wealth Management, LLC80$2.40K0.00%
Nisa Investment Advisors, LLC77$2.31K0.00%
Burk Holdings LLC57$1.71K0.00%
Retirement Wealth Solutions LLC47$1.41K0.00%
Financial Network Wealth Advisors LLC43$1.29K0.00%
Grove Bank & Trust35$1.05K0.00%
WPG Advisers, LLC23$6900.00%
Triumph Capital Management13$3900.00%
Cassaday & Co Wealth Management LLC10$3000.00%
National Bank of Canada6$1800.00%

Sold out (17)

Institutions that held Orix Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of IX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
AlphaCore Capital LLC66,186$1.93M
Parr McKnight Wealth Management Group, LLC65,395$1.91M
Campbell & CO Investment Adviser LLC42,163$1.23M
Summit Global Investments20,036$585.0K
Trexquant Investment LP16,886$493.4K
Verition Fund Management LLC12,734$372.1K
Sivia Capital Partners, LLC12,033$351.6K
Two Sigma Advisers, LP10,700$312.7K
Knights of Columbus Asset Advisors LLC7,964$232.7K
Kestra Advisory Services, LLC1,198$35.0K
Acadian Asset Management LLC685$20.0K
SageView Advisory Group, LLC495$14.5K
Elyxium Wealth, LLC314$9.17K
Bangor Savings Bank233$6.81K
St Germain D J Co Inc30$877
Central Trust Co5$146
Murphy & Mullick Capital Management Corp4$117

Not filed for Q1 2026 yet (3)

Institutions that held Orix Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Global Retirement Partners, LLC20,485$598.6K
SG Trading Solutions, LLC19,731$577.0K
CIBC Private Wealth Group, LLC14$409