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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 2,720 | $81.6K | 0.00% | +2,720 | New |
| Cromwell Holdings LLC | 3,050 | $91.5K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,603 | $109.7K | 0.00% | +391+12.2% | Added |
| Huntington National Bank | 4,061 | $121.8K | 0.00% | +442+12.2% | Added |
| EverSource Wealth Advisors, LLC | 4,919 | $147.5K | 0.00% | +120+2.5% | Added |
| TD Private Client Wealth LLC | 4,944 | $148.3K | 0.00% | +4,857+5,582.8% | Added |
| Advisor Group Holdings, Inc. | 5,409 | $162.2K | 0.00% | +2,113+64.1% | Added |
| EP Wealth Advisors, LLC | 6,758 | $202.7K | 0.00% | +6,758 | New |
| Ewa, LLC | 6,984 | $209.4K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,029 | $210.8K | 0.00% | −217−3.0% | Reduced |
| Portside Wealth Group, LLC | 7,139 | $214.1K | 0.03% | +7,139 | New |
| Frec Markets, Inc. | 7,219 | $216.5K | 0.04% | +7,219 | New |
| Bridgewater Advisors Inc. | 5,714 | $216.9K | 0.01% | +5,714 | New |
| Coldstream Capital Management Inc | 7,765 | $232.9K | 0.00% | +7,765 | New |
| Wealth Alliance | 7,786 | $233.5K | 0.02% | +7,786 | New |
| Sage Rhino Capital LLC | 7,805 | $234.1K | 0.04% | −66−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,922 | $237.6K | 0.00% | +7,922 | New |
| Wealth Enhancement Advisory Services, LLC | 7,932 | $238.2K | 0.00% | +7,932 | New |
| Abacus Wealth Partners, LLC | 7,957 | $238.6K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 8,089 | $242.6K | 0.03% | +788+10.8% | Added |
| Xponance, Inc. | 8,213 | $246.3K | 0.00% | +8,213 | New |
| Brown Financial Advisors | 8,322 | $249.6K | 0.09% | +8,322 | New |
| Point72 Asset Management, L.P. | 8,386 | $251.5K | 0.00% | +8,386 | New |
| Mount Yale Investment Advisors, LLC | 8,457 | $253.6K | 0.01% | +1,428+20.3% | Added |
| Keybank National Association | 8,555 | $256.6K | 0.00% | +8,555 | New |
| Mattson Financial Services, LLC | 8,827 | $264.7K | 0.06% | +8,827 | New |
| GAMMA Investing LLC | 8,860 | $265.7K | 0.01% | +2,159+32.2% | Added |
| United Capital Financial Advisers, LLC | 9,061 | $271.7K | 0.00% | +457+5.3% | Added |
| Regions Financial Corp | 9,081 | $272.3K | 0.00% | +9,081 | New |
| Atlas Capital Advisors LLC | 9,227 | $276.7K | 0.03% | +8,259+853.2% | Added |
| Palladiem, LLC | 8,957 | $277.3K | 0.26% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,980 | $291.0K | 0.01% | +758+8.2% | Added |
| Dorsey & Whitney Trust CO LLC | 9,938 | $298.0K | 0.02% | +423+4.4% | Added |
| Parallel Advisors, LLC | 10,272 | $308.1K | 0.01% | +1,040+11.3% | Added |
| Hantz Financial Services, Inc. | 10,420 | $312.0K | 0.00% | +3,155+43.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,601 | $317.9K | 0.03% | +347+3.4% | Added |
| Clearstead Advisors, LLC | 10,724 | $321.6K | 0.00% | +10,724 | New |
| Ascent Group, LLC | 11,014 | $330.3K | 0.01% | +432+4.1% | Added |
| Net Worth Advisory Group | 11,081 | $332.3K | 0.07% | −55−0.5% | Reduced |
| Janney Montgomery Scott LLC | 11,448 | $343.0K | 0.00% | +11,448 | New |
| Abel Hall, LLC | 11,447 | $343.3K | 0.07% | +2,341+25.7% | Added |
| Rockefeller Capital Management L.P. | 11,476 | $344.2K | 0.00% | +5,928+106.8% | Added |
| Checchi Capital Advisers, LLC | 11,820 | $354.5K | 0.02% | −778−6.2% | Reduced |
| Yousif Capital Management, LLC | 12,225 | $366.6K | 0.00% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 12,297 | $368.8K | 0.01% | +4,324+54.2% | Added |
| Captrust Financial Advisors | 12,329 | $369.8K | 0.00% | +838+7.3% | Added |
| Basecamp Wealth Advisors LLC | 12,647 | $379.3K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 12,794 | $383.7K | 0.03% | −82−0.6% | Reduced |
| Optas, LLC | 12,831 | $384.8K | 0.06% | −63−0.5% | Reduced |
| Assetmark, Inc | 13,476 | $404.2K | 0.00% | −541−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,149 | $424.3K | 0.01% | +14,149 | New |
| Hardy Reed LLC | 14,335 | $429.9K | 0.03% | −46−0.3% | Reduced |
| First Affirmative Financial Network | 14,417 | $432.4K | 0.17% | +14,417 | New |
| HB Wealth Management, LLC | 14,949 | $448.3K | 0.00% | +1,786+13.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,295 | $458.7K | 0.01% | +1,912+14.3% | Added |
| RNC Capital Management LLC | 16,001 | $479.9K | 0.02% | −134−0.8% | Reduced |
| Franklin Resources Inc | 16,093 | $482.6K | 0.00% | +29+0.2% | Added |
| Marks Group Wealth Management, Inc | 16,124 | $483.6K | 0.05% | +16,124 | New |
| Naviter Wealth, LLC | 16,248 | $487.3K | 0.06% | +1,371+9.2% | Added |
| Signaturefd, LLC | 16,609 | $498.1K | 0.01% | −136−0.8% | Reduced |
| Vident Advisory, LLC | 16,747 | $502.2K | 0.00% | +2,378+16.5% | Added |
| JMN Financial LLC | 16,815 | $504.3K | 0.50% | +3,816+29.4% | Added |
| Aquatic Capital Management LLC | 17,610 | $528.1K | 0.02% | +16,007+998.6% | Added |
| Ethic Inc. | 17,951 | $538.4K | 0.01% | +3,220+21.9% | Added |
| Savant Capital, LLC | 18,477 | $554.1K | 0.00% | +3,221+21.1% | Added |
| Summit Trail Advisors, LLC | 18,814 | $564.2K | 0.01% | +18,814 | New |
| Evergreen Capital Management LLC | 19,000 | $569.8K | 0.01% | +2,506+15.2% | Added |
| Truist Financial Corp | 19,063 | $571.7K | 0.00% | +10,536+123.6% | Added |
| Arrowstreet Capital, Limited Partnership | 19,215 | $576.3K | 0.00% | +19,215 | New |
| Glenmede Trust Co NA | 19,761 | $592.6K | 0.00% | +1,551+8.5% | Added |
| Millennium Management LLC | 19,943 | $598.1K | 0.00% | +19,943 | New |
| Venturi Wealth Management, LLC | 20,275 | $608.0K | 0.03% | +928+4.8% | Added |
| RMB Capital Management, LLC | 20,422 | $612.4K | 0.01% | −41,390−67.0% | Reduced |
| Skopos Labs, Inc. | 20,559 | $616.6K | 0.02% | +9,185+80.8% | Added |
| Voloridge Investment Management, LLC | 21,133 | $633.8K | 0.00% | +21,133 | New |
| Versant Capital Management, Inc | 21,136 | $633.9K | 0.06% | +3,749+21.6% | Added |
| Citadel Advisors LLC | 21,300 | $638.8K | 0.00% | +9,121+74.9% | Added |
| Savvy Advisors, Inc. | 22,999 | $689.8K | 0.02% | +2,216+10.7% | Added |
| Atomi Financial Group, Inc. | 23,160 | $694.6K | 0.02% | +4,404+23.5% | Added |
| Lido Advisors, LLC | 23,233 | $696.8K | 0.00% | +6,036+35.1% | Added |
| Sanctuary Advisors, LLC | 23,337 | $699.9K | 0.00% | +23,337 | New |
| HRT Financial LP | 24,438 | $732.0K | 0.00% | +24,438 | New |
| Systematic Alpha Investments, LLC | 24,810 | $744.1K | 0.03% | 00.0% | Unchanged |
| Investment Research Partners LLC | 24,824 | $744.5K | 0.30% | +1,216+5.2% | Added |
| Tred Avon Family Wealth, LLC | 25,190 | $755.4K | 0.25% | −3,720−12.9% | Reduced |
| Plan A Wealth LLC | 25,200 | $755.7K | 0.36% | +882+3.6% | Added |
| RSM US Wealth Management LLC | 25,858 | $775.5K | 0.01% | +1,206+4.9% | Added |
| Sequoia Financial Advisors, LLC | 25,987 | $779.4K | 0.00% | +657+2.6% | Added |
| Bank of Montreal | 26,007 | $780.0K | 0.00% | +18,936+267.8% | Added |
| Atria Investments LLC | 26,025 | $780.5K | 0.01% | +18,677+254.2% | Added |
| XTX Topco Ltd | 26,595 | $797.6K | 0.01% | +26,595 | New |
| Dynasty Wealth Management, LLC | 26,817 | $804.2K | 0.01% | +66+0.2% | Added |
| Stifel Financial Corp | 27,303 | $818.9K | 0.00% | +27,303 | New |
| Cetera Investment Advisers | 27,615 | $828.2K | 0.00% | +12,931+88.1% | Added |
| Ferguson Wellman Capital Management, Inc | 27,960 | $838.5K | 0.01% | +27,960 | New |
| Syon Capital LLC | 28,589 | $857.4K | 0.04% | −1,206−4.0% | Reduced |
| Park Avenue Securities LLC | 28,840 | $865.0K | 0.01% | +10,442+56.8% | Added |
| Kathmere Capital Management, LLC | 29,705 | $890.9K | 0.06% | +3,386+12.9% | Added |
| Allspring Global Investments Holdings, LLC | 29,743 | $905.7K | 0.00% | +1,629+5.8% | Added |
| Qube Research & Technologies Ltd | 30,840 | $924.9K | 0.00% | +30,840 | New |