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 |
|---|---|---|---|---|---|
| State Street Corp | 32,135 | $963.7K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 32,241 | $966.9K | 0.02% | +4,264+15.2% | Added |
| Creative Planning | 32,450 | $973.2K | 0.00% | +938+3.0% | Added |
| Dimensional Fund Advisors LP | 32,557 | $976.4K | 0.00% | +10.0% | Added |
| Neuberger Berman Group LLC | 32,788 | $983.3K | 0.00% | +10,848+49.4% | Added |
| Strategic Global Advisors, LLC | 32,828 | $984.5K | 0.16% | +6,635+25.3% | Added |
| Aaron Wealth Advisors | 34,001 | $1.02M | 0.06% | +10,465+44.5% | Added |
| Colony Group, LLC | 34,583 | $1.05M | 0.00% | +5,417+18.6% | Added |
| Fifth Third Bancorp | 35,724 | $1.07M | 0.00% | −70−0.2% | Reduced |
| Greenleaf Trust | 37,375 | $1.12M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 37,647 | $1.13M | 0.00% | +2,368+6.7% | Added |
| CI Private Wealth, LLC | 42,611 | $1.25M | 0.00% | +7,497+21.4% | Added |
| Citigroup Inc | 44,409 | $1.33M | 0.00% | +36,864+488.6% | Added |
| The PNC Financial Services Group, Inc. | 46,661 | $1.40M | 0.00% | +2,601+5.9% | Added |
| BNP Paribas Arbitrage, SA | 48,218 | $1.45M | 0.00% | +42,935+812.7% | Added |
| Ameriprise Financial Inc | 49,211 | $1.48M | 0.00% | +9,802+24.9% | Added |
| Ativo Capital Management LLC | 51,149 | $1.53M | 1.33% | −90.0% | Reduced |
| Ieq Capital, LLC | 51,355 | $1.54M | 0.01% | +5,012+10.8% | Added |
| BTC Capital Management, Inc. | 52,285 | $1.57M | 0.11% | −32,531−38.4% | Reduced |
| Advisors Asset Management, Inc. | 56,906 | $1.71M | 0.03% | +6,434+12.7% | Added |
| Goldman Sachs Group Inc | 57,193 | $1.72M | 0.00% | −24,443−29.9% | Reduced |
| CWM, LLC | 57,631 | $1.73M | 0.00% | −13,862−19.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 63,234 | $1.90M | 0.49% | −87−0.1% | Reduced |
| HighTower Advisors, LLC | 63,767 | $1.91M | 0.00% | +6,707+11.8% | Added |
| DGS Capital Management, LLC | 64,937 | $1.95M | 0.32% | +9,712+17.6% | Added |
| Vise Technologies, Inc. | 66,989 | $1.96M | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 68,896 | $1.97M | 0.01% | +6,916+11.2% | Added |
| LPL Financial LLC | 65,982 | $1.98M | 0.00% | +33,526+103.3% | Added |
| MML Investors Services, LLC | 66,374 | $1.99M | 0.01% | +45,273+214.6% | Added |
| Paradigm Asset Management Co LLC | 66,400 | $1.99M | 0.47% | 00.0% | Unchanged |
| UBS Group AG | 66,472 | $1.99M | 0.00% | +39,708+148.4% | Added |
| First Trust Advisors LP | 66,574 | $2.00M | 0.00% | +11,619+21.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 70,441 | $2.11M | 0.00% | +36,334+106.5% | Added |
| Quadrant Capital Group LLC | 73,134 | $2.19M | 0.07% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 74,274 | $2.23M | 0.05% | +1,389+1.9% | Added |
| US Bancorp | 76,496 | $2.29M | 0.00% | +15,588+25.6% | Added |
| Mariner, LLC | 76,907 | $2.30M | 0.00% | +6,686+9.5% | Added |
| Royal Bank of Canada | 88,450 | $2.65M | 0.00% | +47,544+116.2% | Added |
| Naples Global Advisors, LLC | 93,267 | $2.83M | 0.21% | +50.0% | Added |
| Brinker Capital Investments, LLC | 96,541 | $2.90M | 0.02% | +42,316+78.0% | Added |
| UBS Asset Management Americas Inc | 97,086 | $2.91M | 0.00% | +81,689+530.6% | Added |
| Callan Family Office, LLC | 104,038 | $3.12M | 0.07% | +1,335+1.3% | Added |
| Ritholtz Wealth Management | 104,097 | $3.12M | 0.05% | +25,410+32.3% | Added |
| Renaissance Technologies LLC | 109,600 | $3.29M | 0.01% | +109,600 | New |
| Henry James International Management, Inc. | 111,455 | $3.34M | 1.21% | −89,330−44.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 114,400 | $3.43M | 0.01% | +49,200+75.5% | Added |
| Cerity Partners LLC | 122,992 | $3.69M | 0.01% | +15,885+14.8% | Added |
| Pathstone Holdings, LLC | 123,362 | $3.70M | 0.01% | +1,228+1.0% | Added |
| JustInvest LLC | 134,695 | $4.04M | 0.04% | −46,666−25.7% | Reduced |
| Two Sigma Investments, LP | 140,756 | $4.22M | 0.00% | +100,278+247.7% | Added |
| Crossmark Global Holdings, Inc. | 144,236 | $4.33M | 0.06% | +23,752+19.7% | Added |
| QRG Capital Management, Inc. | 153,303 | $4.60M | 0.05% | +28,594+22.9% | Added |
| Bank of New York Mellon Corp | 154,477 | $4.63M | 0.00% | +26,052+20.3% | Added |
| Gradient Investments LLC | 157,454 | $4.72M | 0.07% | +157,454 | New |
| SEI Investments Co | 159,528 | $4.79M | 0.00% | +17,330+12.2% | Added |
| Oppenheimer Asset Management Inc. | 160,542 | $4.81M | 0.05% | +160,542 | New |
| 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 |
| Mercer Global Advisors Inc | 165,800 | $4.97M | 0.01% | +12,532+8.2% | Added |
| Jane Street Group, LLC | 167,463 | $5.02M | 0.01% | +167,463 | New |
| AQR Capital Management LLC | 172,045 | $5.16M | 0.00% | +39,938+30.2% | Added |
| Boston Common Asset Management, LLC | 175,172 | $5.25M | 0.34% | −1,223−0.7% | Reduced |
| Gilman Hill Asset Management, LLC | 203,157 | $6.09M | 0.92% | +3,808+1.9% | Added |
| Raymond James Financial Inc | 209,552 | $6.28M | 0.00% | +191,391+1,053.9% | Added |
| O'Shaughnessy Asset Management, LLC | 291,079 | $8.73M | 0.04% | +42,969+17.3% | Added |
| JPMorgan Chase & Co | 314,142 | $9.16M | 0.00% | +155,629+98.2% | Added |
| Eagle Global Advisors LLC | 335,378 | $10.1M | 0.36% | +380+0.1% | Added |
| Charles Schwab Investment Management Inc | 352,072 | $10.6M | 0.00% | +67,902+23.9% | Added |
| Wells Fargo & Company | 460,013 | $13.8M | 0.00% | +334,895+267.7% | Added |
| Envestnet Asset Management Inc | 511,068 | $15.3M | 0.00% | +397,352+349.4% | Added |
| Jones Financial Companies LLLP | 606,300 | $17.7M | 0.01% | +605,636+91,210.2% | Added |
| Natixis Advisors, L.P. | 770,599 | $23.1M | 0.03% | +606,655+370.0% | Added |
| Quantinno Capital Management LP | 924,415 | $27.7M | 0.05% | +129,739+16.3% | Added |
| BlackRock, Inc. | 938,967 | $28.2M | 0.00% | +32,224+3.6% | Added |
| American Century Companies Inc | 962,400 | $28.9M | 0.01% | +200,350+26.3% | Added |
| Clearbridge Investments, LLC | 1,049,544 | $31.5M | 0.03% | +1,049,544 | New |
| Cullen Capital Management LLC | 1,080,361 | $32.4M | 0.33% | +1,080,361 | New |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | $34.4M | 0.27% | 00.0% | Unchanged |
| Northern Trust Corp | 1,309,408 | $39.3M | 0.01% | +241,232+22.6% | Added |
| Todd Asset Management LLC | 1,840,058 | $55.2M | 1.08% | +12,432+0.7% | Added |
| Bank of America Corp | 2,893,892 | $86.8M | 0.01% | +25,662+0.9% | Added |
| Morgan Stanley | 5,007,215 | $150.2M | 0.01% | −110,727−2.2% | Reduced |
| FMR LLC | 5,944,003 | $178.3M | 0.01% | +429,675+7.8% | Added |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −66,186−100.0% | Sold out |
| Parr McKnight Wealth Management Group, LLC | 0 | $0 | 0.00% | −65,395−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −42,163−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −20,036−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,886−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,734−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −12,033−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −7,964−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |