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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
Manchester Capital Management LLC790$23.7K0.00%00.0%Unchanged
Umb Bank N A740$22.2K0.00%00.0%Unchanged
MAI Capital Management735$22.0K0.00%+345+88.5%Added
SRS Capital Advisors, Inc.714$21.4K0.00%−1,334−65.1%Reduced
Northwestern Mutual Wealth Management Co694$20.8K0.00%+277+66.4%Added
Advisory Services Network, LLC694$20.8K0.00%+694New
IFP Advisors, Inc654$19.6K0.00%+159+32.1%Added
True Wealth Design, LLC611$18.3K0.01%+95+18.4%Added
Bayban590$17.7K0.02%00.0%Unchanged
Sound Income Strategies, LLC544$16.6K0.00%00.0%Unchanged
Harbour Investments, Inc.513$15.3K0.00%+373+266.4%Added
Ancora Advisors, LLC502$15.1K0.00%+502New
Capital Analysts, LLC475$15.0K0.00%−275−36.7%Reduced
Evolution Wealth Management Inc.500$15.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.483$14.5K0.00%00.0%Unchanged
Albion Financial Group475$14.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc456$13.7K0.00%+221+94.0%Added
Private Trust Co NA413$12.4K0.00%+145+54.1%Added
Mather Group, LLC.403$12.1K0.00%+403New
Bessemer Group Inc402$12.0K0.00%−450−52.8%Reduced
Trifecta Capital Advisors, LLC400$12.0K0.00%+400New
LRI Investments, LLC372$11.2K0.00%+372New
Steward Partners Investment Advisory, LLC344$10.3K0.00%+84+32.3%Added
Lloyd Advisory Services, LLC.328$9.84K0.00%+328New
Kingdom Financial Group LLC.328$9.84K0.00%+328New
GWM Advisors LLC320$9.60K0.00%00.0%Unchanged
Whipplewood Advisors, LLC320$9.60K0.00%+320New
GW&K Investment Management, LLC300$9.00K0.00%+35+13.2%Added
Root Financial Partners, LLC300$9.00K0.00%−42−12.3%Reduced
UMA Financial Services, Inc.290$8.70K0.00%00.0%Unchanged
SHP Wealth Management278$8.36K0.00%00.0%Unchanged
Brown Brothers Harriman & Co245$7.35K0.00%00.0%Unchanged
Parkside Financial Bank & Trust245$7.35K0.00%00.0%Unchanged
Cornerstone Financial Management LLC237$7.11K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.216$6.47K0.00%+135+166.7%Added
Signature Equity Partners, LLC205$6.15K0.00%+44+27.3%Added
Dogwood Wealth Management LLC205$6.15K0.00%+205New
Manning & Napier Advisors LLC199$5.80K0.00%+40+25.2%Added
Raffa Wealth Management, LLC185$5.55K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.175$5.25K0.00%00.0%Unchanged
CVA Family Office, LLC168$5.04K0.00%00.0%Unchanged
Zions Bancorporation, National Association160$4.80K0.00%00.0%Unchanged
American Capital Advisory, LLC145$4.35K0.00%+125+625.0%Added
Principia Wealth Advisory, LLC140$4.20K0.00%+34+32.1%Added
Creative Financial Designs Inc135$4.05K0.00%00.0%Unchanged
RMG Wealth Management LLC103$3.78K0.00%+103New
Bartlett & Co. Wealth Management LLC115$3.78K0.00%00.0%Unchanged
North Star Investment Management Corp.125$3.75K0.00%00.0%Unchanged
Highline Wealth Partners LLC116$3.48K0.00%00.0%Unchanged
JNBA Financial Advisors109$3.27K0.00%00.0%Unchanged
Arlington Trust Co LLC97$2.91K0.00%+97New
Cullen/Frost Bankers, Inc.93$2.79K0.00%+68+272.0%Added
IMA Wealth, Inc.85$2.55K0.00%−8−8.6%Reduced
JPL Wealth Management, LLC80$2.40K0.00%+80New
Nisa Investment Advisors, LLC77$2.31K0.00%+77New
NBC Securities, Inc.76$2.28K0.00%00.0%Unchanged
Independence Bank of Kentucky70$2.10K0.00%00.0%Unchanged
Geneos Wealth Management Inc.70$2.10K0.00%00.0%Unchanged
Nemes Rush Group LLC67$2.01K0.00%00.0%Unchanged
SJS Investment Consulting Inc.57$1.71K0.00%+15+35.7%Added
Burk Holdings LLC57$1.71K0.00%+57New
Essential Partners LLC52$1.56K0.00%+10+23.8%Added
MV Capital Management, Inc.48$1.44K0.00%+27+128.6%Added
Retirement Wealth Solutions LLC47$1.41K0.00%+47New
Financial Network Wealth Advisors LLC43$1.29K0.00%+43New
First Command Advisory Services, Inc.40$1.20K0.00%00.0%Unchanged
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
CX Institutional50$1.00K0.00%−45−47.4%Reduced
Cornerstone Planning Group LLC30$9970.00%00.0%Unchanged
WPG Advisers, LLC23$6900.00%+23New
Abound Wealth Management20$6000.00%00.0%Unchanged
Bogart Wealth, LLC20$6000.00%00.0%Unchanged
Godfrey Financial Associates, Inc.19$5700.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC14$4050.00%−65−82.3%Reduced
Kilter Group LLC13$3900.00%+5+62.5%Added
Triumph Capital Management13$3900.00%+13New
Cassaday & Co Wealth Management LLC10$3000.00%+10New
Rothschild Investment LLC9$2590.00%00.0%Unchanged
National Bank of Canada6$1800.00%+6New
Toth Financial Advisory Corp5$1500.00%00.0%Unchanged
AlphaCore Capital LLC0$00.00%−66,186−100.0%Sold out
Parr McKnight Wealth Management Group, LLC0$00.00%−65,395−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−42,163−100.0%Sold out
Summit Global Investments0$00.00%−20,036−100.0%Sold out
Trexquant Investment LP0$00.00%−16,886−100.0%Sold out
Verition Fund Management LLC0$00.00%−12,734−100.0%Sold out
Sivia Capital Partners, LLC0$00.00%−12,033−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−10,700−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−7,964−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−1,198−100.0%Sold out
Acadian Asset Management LLC0$00.00%−685−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−495−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−314−100.0%Sold out
Bangor Savings Bank0$00.00%−233−100.0%Sold out
St Germain D J Co Inc0$00.00%−30−100.0%Sold out
Central Trust Co0$00.00%−5−100.0%Sold out
Murphy & Mullick Capital Management Corp0$00.00%−4−100.0%Sold out