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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 24,810 | $744.1K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 24,438 | $732.0K | 0.00% | +24,438 | New |
| Sanctuary Advisors, LLC | 23,337 | $699.9K | 0.00% | +23,337 | New |
| Lido Advisors, LLC | 23,233 | $696.8K | 0.00% | +6,036+35.1% | Added |
| Atomi Financial Group, Inc. | 23,160 | $694.6K | 0.02% | +4,404+23.5% | Added |
| Savvy Advisors, Inc. | 22,999 | $689.8K | 0.02% | +2,216+10.7% | Added |
| Citadel Advisors LLC | 21,300 | $638.8K | 0.00% | +9,121+74.9% | Added |
| Versant Capital Management, Inc | 21,136 | $633.9K | 0.06% | +3,749+21.6% | Added |
| Voloridge Investment Management, LLC | 21,133 | $633.8K | 0.00% | +21,133 | New |
| Skopos Labs, Inc. | 20,559 | $616.6K | 0.02% | +9,185+80.8% | Added |
| RMB Capital Management, LLC | 20,422 | $612.4K | 0.01% | −41,390−67.0% | Reduced |
| Venturi Wealth Management, LLC | 20,275 | $608.0K | 0.03% | +928+4.8% | Added |
| Millennium Management LLC | 19,943 | $598.1K | 0.00% | +19,943 | New |
| Glenmede Trust Co NA | 19,761 | $592.6K | 0.00% | +1,551+8.5% | Added |
| Arrowstreet Capital, Limited Partnership | 19,215 | $576.3K | 0.00% | +19,215 | New |
| Truist Financial Corp | 19,063 | $571.7K | 0.00% | +10,536+123.6% | Added |
| Evergreen Capital Management LLC | 19,000 | $569.8K | 0.01% | +2,506+15.2% | Added |
| Summit Trail Advisors, LLC | 18,814 | $564.2K | 0.01% | +18,814 | New |
| Savant Capital, LLC | 18,477 | $554.1K | 0.00% | +3,221+21.1% | Added |
| Ethic Inc. | 17,951 | $538.4K | 0.01% | +3,220+21.9% | Added |
| Aquatic Capital Management LLC | 17,610 | $528.1K | 0.02% | +16,007+998.6% | Added |
| JMN Financial LLC | 16,815 | $504.3K | 0.50% | +3,816+29.4% | Added |
| Vident Advisory, LLC | 16,747 | $502.2K | 0.00% | +2,378+16.5% | Added |
| Signaturefd, LLC | 16,609 | $498.1K | 0.01% | −136−0.8% | Reduced |
| Naviter Wealth, LLC | 16,248 | $487.3K | 0.06% | +1,371+9.2% | Added |
| Marks Group Wealth Management, Inc | 16,124 | $483.6K | 0.05% | +16,124 | New |
| Franklin Resources Inc | 16,093 | $482.6K | 0.00% | +29+0.2% | Added |
| RNC Capital Management LLC | 16,001 | $479.9K | 0.02% | −134−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,295 | $458.7K | 0.01% | +1,912+14.3% | Added |
| HB Wealth Management, LLC | 14,949 | $448.3K | 0.00% | +1,786+13.6% | Added |
| First Affirmative Financial Network | 14,417 | $432.4K | 0.17% | +14,417 | New |
| Hardy Reed LLC | 14,335 | $429.9K | 0.03% | −46−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,149 | $424.3K | 0.01% | +14,149 | New |
| Assetmark, Inc | 13,476 | $404.2K | 0.00% | −541−3.9% | Reduced |
| Optas, LLC | 12,831 | $384.8K | 0.06% | −63−0.5% | Reduced |
| PDS Planning, Inc | 12,794 | $383.7K | 0.03% | −82−0.6% | Reduced |
| Basecamp Wealth Advisors LLC | 12,647 | $379.3K | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,329 | $369.8K | 0.00% | +838+7.3% | Added |
| OpenArc Corporate Advisory, LLC | 12,297 | $368.8K | 0.01% | +4,324+54.2% | Added |
| Yousif Capital Management, LLC | 12,225 | $366.6K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 11,820 | $354.5K | 0.02% | −778−6.2% | Reduced |
| Rockefeller Capital Management L.P. | 11,476 | $344.2K | 0.00% | +5,928+106.8% | Added |
| Abel Hall, LLC | 11,447 | $343.3K | 0.07% | +2,341+25.7% | Added |
| Janney Montgomery Scott LLC | 11,448 | $343.0K | 0.00% | +11,448 | New |
| Net Worth Advisory Group | 11,081 | $332.3K | 0.07% | −55−0.5% | Reduced |
| Ascent Group, LLC | 11,014 | $330.3K | 0.01% | +432+4.1% | Added |
| Clearstead Advisors, LLC | 10,724 | $321.6K | 0.00% | +10,724 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,601 | $317.9K | 0.03% | +347+3.4% | Added |
| Hantz Financial Services, Inc. | 10,420 | $312.0K | 0.00% | +3,155+43.4% | Added |
| Parallel Advisors, LLC | 10,272 | $308.1K | 0.01% | +1,040+11.3% | Added |
| Dorsey & Whitney Trust CO LLC | 9,938 | $298.0K | 0.02% | +423+4.4% | Added |
| Smartleaf Asset Management LLC | 9,980 | $291.0K | 0.01% | +758+8.2% | Added |
| Palladiem, LLC | 8,957 | $277.3K | 0.26% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9,227 | $276.7K | 0.03% | +8,259+853.2% | Added |
| Regions Financial Corp | 9,081 | $272.3K | 0.00% | +9,081 | New |
| United Capital Financial Advisers, LLC | 9,061 | $271.7K | 0.00% | +457+5.3% | Added |
| GAMMA Investing LLC | 8,860 | $265.7K | 0.01% | +2,159+32.2% | Added |
| Mattson Financial Services, LLC | 8,827 | $264.7K | 0.06% | +8,827 | New |
| Keybank National Association | 8,555 | $256.6K | 0.00% | +8,555 | New |
| Mount Yale Investment Advisors, LLC | 8,457 | $253.6K | 0.01% | +1,428+20.3% | Added |
| Point72 Asset Management, L.P. | 8,386 | $251.5K | 0.00% | +8,386 | New |
| Brown Financial Advisors | 8,322 | $249.6K | 0.09% | +8,322 | New |
| Xponance, Inc. | 8,213 | $246.3K | 0.00% | +8,213 | New |
| D'Orazio & Associates, Inc. | 8,089 | $242.6K | 0.03% | +788+10.8% | Added |
| Abacus Wealth Partners, LLC | 7,957 | $238.6K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,932 | $238.2K | 0.00% | +7,932 | New |
| Vestmark Advisory Solutions, Inc. | 7,922 | $237.6K | 0.00% | +7,922 | New |
| Sage Rhino Capital LLC | 7,805 | $234.1K | 0.04% | −66−0.8% | Reduced |
| Wealth Alliance | 7,786 | $233.5K | 0.02% | +7,786 | New |
| Coldstream Capital Management Inc | 7,765 | $232.9K | 0.00% | +7,765 | New |
| Bridgewater Advisors Inc. | 5,714 | $216.9K | 0.01% | +5,714 | New |
| Frec Markets, Inc. | 7,219 | $216.5K | 0.04% | +7,219 | New |
| Portside Wealth Group, LLC | 7,139 | $214.1K | 0.03% | +7,139 | New |
| Ballentine Partners, LLC | 7,029 | $210.8K | 0.00% | −217−3.0% | Reduced |
| Ewa, LLC | 6,984 | $209.4K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,758 | $202.7K | 0.00% | +6,758 | New |
| Advisor Group Holdings, Inc. | 5,409 | $162.2K | 0.00% | +2,113+64.1% | Added |
| TD Private Client Wealth LLC | 4,944 | $148.3K | 0.00% | +4,857+5,582.8% | Added |
| EverSource Wealth Advisors, LLC | 4,919 | $147.5K | 0.00% | +120+2.5% | Added |
| Huntington National Bank | 4,061 | $121.8K | 0.00% | +442+12.2% | Added |
| Farther Finance Advisors, LLC | 3,603 | $109.7K | 0.00% | +391+12.2% | Added |
| Cromwell Holdings LLC | 3,050 | $91.5K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,720 | $81.6K | 0.00% | +2,720 | New |
| Deutsche Bank AG | 2,294 | $68.8K | 0.00% | +2,294 | New |
| Salomon & Ludwin, LLC | 2,105 | $63.2K | 0.01% | +1,361+182.9% | Added |
| WealthCollab, LLC | 1,823 | $54.7K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,763 | $52.9K | 0.00% | +269+18.0% | Added |
| Brentview Investment Management LLC | 1,760 | $52.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,683 | $50.5K | 0.00% | +650+62.9% | Added |
| V-Square Quantitative Management LLC | 1,617 | $48.5K | 0.01% | +468+40.7% | Added |
| Bruce G. Allen Investments, LLC | 1,545 | $46.3K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,537 | $46.1K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,490 | $45.4K | 0.04% | +1,490 | New |
| Transamerica Financial Advisors, Inc. | 1,382 | $41.4K | 0.00% | +1,307+1,742.7% | Added |
| Owl Creek Wealth Partners LLC | 1,304 | $39.1K | 0.01% | +1,304 | New |
| Ronald Blue Trust, Inc. | 1,222 | $36.6K | 0.00% | −180−12.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,200 | $36.0K | 0.01% | +1,200 | New |
| Larson Financial Group LLC | 1,066 | $32.0K | 0.00% | +341+47.0% | Added |
| Boyd Watterson Asset Management LLC | 965 | $28.9K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 905 | $27.1K | 0.02% | 00.0% | Unchanged |