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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

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.

Institutional holdersQ1 2026: 283 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 heldQ1 2026: $1.02B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q4 2025.

Institutions holding IX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Toth Financial Advisory Corp5$1500.00%00.0%Unchanged
National Bank of Canada6$1800.00%+6New
Rothschild Investment LLC9$2590.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC10$3000.00%+10New
Kilter Group LLC13$3900.00%+5+62.5%Added
Triumph Capital Management13$3900.00%+13New
Beaird Harris Wealth Management, LLC14$4050.00%−65−82.3%Reduced
Godfrey Financial Associates, Inc.19$5700.00%00.0%Unchanged
Abound Wealth Management20$6000.00%00.0%Unchanged
Bogart Wealth, LLC20$6000.00%00.0%Unchanged
WPG Advisers, LLC23$6900.00%+23New
Cornerstone Planning Group LLC30$9970.00%00.0%Unchanged
CX Institutional50$1.00K0.00%−45−47.4%Reduced
Kayne Anderson Rudnick Investment Management LLC35$1.05K0.00%00.0%Unchanged
Golden State Wealth Management, LLC35$1.05K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC35$1.05K0.00%00.0%Unchanged
Grove Bank & Trust35$1.05K0.00%+35New
First Command Advisory Services, Inc.40$1.20K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC43$1.29K0.00%+43New
Retirement Wealth Solutions LLC47$1.41K0.00%+47New
MV Capital Management, Inc.48$1.44K0.00%+27+128.6%Added
Essential Partners LLC52$1.56K0.00%+10+23.8%Added
Burk Holdings LLC57$1.71K0.00%+57New
SJS Investment Consulting Inc.57$1.71K0.00%+15+35.7%Added
Nemes Rush Group LLC67$2.01K0.00%00.0%Unchanged
Independence Bank of Kentucky70$2.10K0.00%00.0%Unchanged
Geneos Wealth Management Inc.70$2.10K0.00%00.0%Unchanged
NBC Securities, Inc.76$2.28K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC77$2.31K0.00%+77New
JPL Wealth Management, LLC80$2.40K0.00%+80New
IMA Wealth, Inc.85$2.55K0.00%−8−8.6%Reduced
Cullen/Frost Bankers, Inc.93$2.79K0.00%+68+272.0%Added
Arlington Trust Co LLC97$2.91K0.00%+97New
JNBA Financial Advisors109$3.27K0.00%00.0%Unchanged
Highline Wealth Partners LLC116$3.48K0.00%00.0%Unchanged
North Star Investment Management Corp.125$3.75K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC115$3.78K0.00%00.0%Unchanged
RMG Wealth Management LLC103$3.78K0.00%+103New
Creative Financial Designs Inc135$4.05K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC140$4.20K0.00%+34+32.1%Added
American Capital Advisory, LLC145$4.35K0.00%+125+625.0%Added
Zions Bancorporation, National Association160$4.80K0.00%00.0%Unchanged
CVA Family Office, LLC168$5.04K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.175$5.25K0.00%00.0%Unchanged
Raffa Wealth Management, LLC185$5.55K0.00%00.0%Unchanged
Manning & Napier Advisors LLC199$5.80K0.00%+40+25.2%Added
Signature Equity Partners, LLC205$6.15K0.00%+44+27.3%Added
Dogwood Wealth Management LLC205$6.15K0.00%+205New
Brown, Lisle/Cummings, Inc.216$6.47K0.00%+135+166.7%Added
Cornerstone Financial Management LLC237$7.11K0.01%00.0%Unchanged
Brown Brothers Harriman & Co245$7.35K0.00%00.0%Unchanged
Parkside Financial Bank & Trust245$7.35K0.00%00.0%Unchanged
SHP Wealth Management278$8.36K0.00%00.0%Unchanged
UMA Financial Services, Inc.290$8.70K0.00%00.0%Unchanged
Root Financial Partners, LLC300$9.00K0.00%−42−12.3%Reduced
GW&K Investment Management, LLC300$9.00K0.00%+35+13.2%Added
GWM Advisors LLC320$9.60K0.00%00.0%Unchanged
Whipplewood Advisors, LLC320$9.60K0.00%+320New
Lloyd Advisory Services, LLC.328$9.84K0.00%+328New
Kingdom Financial Group LLC.328$9.84K0.00%+328New
Steward Partners Investment Advisory, LLC344$10.3K0.00%+84+32.3%Added
LRI Investments, LLC372$11.2K0.00%+372New
Trifecta Capital Advisors, LLC400$12.0K0.00%+400New
Bessemer Group Inc402$12.0K0.00%−450−52.8%Reduced
Mather Group, LLC.403$12.1K0.00%+403New
Private Trust Co NA413$12.4K0.00%+145+54.1%Added
Bell Investment Advisors, Inc456$13.7K0.00%+221+94.0%Added
Albion Financial Group475$14.2K0.00%00.0%Unchanged
Financial Management Professionals, Inc.483$14.5K0.00%00.0%Unchanged
Evolution Wealth Management Inc.500$15.0K0.01%00.0%Unchanged
Capital Analysts, LLC475$15.0K0.00%−275−36.7%Reduced
Ancora Advisors, LLC502$15.1K0.00%+502New
Harbour Investments, Inc.513$15.3K0.00%+373+266.4%Added
Sound Income Strategies, LLC544$16.6K0.00%00.0%Unchanged
Bayban590$17.7K0.02%00.0%Unchanged
True Wealth Design, LLC611$18.3K0.01%+95+18.4%Added
IFP Advisors, Inc654$19.6K0.00%+159+32.1%Added
Advisory Services Network, LLC694$20.8K0.00%+694New
Northwestern Mutual Wealth Management Co694$20.8K0.00%+277+66.4%Added
SRS Capital Advisors, Inc.714$21.4K0.00%−1,334−65.1%Reduced
MAI Capital Management735$22.0K0.00%+345+88.5%Added
Umb Bank N A740$22.2K0.00%00.0%Unchanged
Manchester Capital Management LLC790$23.7K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.905$27.1K0.02%00.0%Unchanged
Boyd Watterson Asset Management LLC965$28.9K0.01%00.0%Unchanged
Larson Financial Group LLC1,066$32.0K0.00%+341+47.0%Added
Twin Peaks Wealth Advisors, LLC1,200$36.0K0.01%+1,200New
Ronald Blue Trust, Inc.1,222$36.6K0.00%−180−12.8%Reduced
Owl Creek Wealth Partners LLC1,304$39.1K0.01%+1,304New
Transamerica Financial Advisors, Inc.1,382$41.4K0.00%+1,307+1,742.7%Added
Ares Financial Consulting, LLC1,490$45.4K0.04%+1,490New
Addison Advisors LLC1,537$46.1K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC1,545$46.3K0.03%00.0%Unchanged
V-Square Quantitative Management LLC1,617$48.5K0.01%+468+40.7%Added
Allworth Financial LP1,683$50.5K0.00%+650+62.9%Added
Brentview Investment Management LLC1,760$52.8K0.02%00.0%Unchanged
Russell Investments Group, Ltd.1,763$52.9K0.00%+269+18.0%Added
WealthCollab, LLC1,823$54.7K0.02%00.0%Unchanged
Salomon & Ludwin, LLC2,105$63.2K0.01%+1,361+182.9%Added
Deutsche Bank AG2,294$68.8K0.00%+2,294New