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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

Q2 2026 vs. Q1 2026

How the institutions holding Orix Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of IX: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2834319+40
Shares34.1M157.5K37.3M+3.40M (+10.0%)
Value$1.02B$4.72M$1.42B+$403.3M (+39.7%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Orix Corp at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to IX in Q2 2026
InstitutionSharesValue% of portfolio
Artemis Investment Management LLP85,561$3.25M0.03%
TD Waterhouse Canada Inc.28,548$1.10M0.00%
OneAscent Investment Solutions LLC27,978$1.06M1.01%
William Blair Investment Management, LLC27,725$1.05M0.00%
Campbell & CO Investment Adviser LLC27,258$1.04M0.05%
Nuveen, LLC22,021$837.7K0.00%
Acadian Asset Management LLC21,251$808.0K0.00%
Global Retirement Partners, LLC20,919$795.8K0.01%
Balyasny Asset Management LLC17,805$677.3K0.00%
Blair William & Co12,703$483.2K0.00%
Independent Advisor Alliance12,677$482.2K0.01%
Aprio Wealth Management, LLC10,071$383.1K0.02%
Promethos Capital, LLC9,070$345.0K0.09%
Baron Wealth Management LLC8,584$326.5K0.08%
Pure Financial Advisors, Inc.8,411$320.0K0.00%
Keebeck Wealth Management, LLC8,401$319.6K0.03%
SmartHarvest Portfolios, LLC7,646$290.9K0.09%
Resources Investment Advisors, LLC.7,536$286.7K0.00%
Sivia Capital Partners, LLC7,529$286.4K0.03%
Merit Financial Group, LLC7,131$271.3K0.00%
Diversify Advisory Services, LLC6,709$269.8K0.00%
Diversify Wealth Management, LLC6,709$269.8K0.00%
NewSquare Capital LLC7,034$267.6K0.02%
Envestnet Portfolio Solutions, Inc.6,740$256.4K0.00%
Commerce Bank6,608$251.4K0.00%
Narus Financial Partners, LLC6,500$247.3K0.06%
Perigon Wealth Management, LLC6,319$240.4K0.00%
Crestwood Advisors Group LLC6,261$238.2K0.00%
Walkner Condon Financial Advisors LLC6,096$231.9K0.03%
Drive Wealth Management, LLC5,923$225.3K0.04%
Old National Bancorp5,873$223.4K0.00%
Range Advisory, LLC5,763$219.2K0.03%
55 North Private Wealth, LLC5,610$213.4K0.04%
Icon Wealth Advisors, LLC5,337$203.0K0.01%
Norden Group LLC5,271$200.5K0.02%
Custom Index Systems, LLC984$37.4K0.01%
ZRC Wealth Management, LLC604$23.0K0.01%
Silver Grove Financial Group, Inc.522$19.8K0.01%
Continuum Advisory, LLC161$6.12K0.00%
Aventura Private Wealth, LLC159$6.05K0.00%
Action Point Financial Planning, LLC99$3.73K0.00%
Buck Wealth Strategies, LLC80$3.04K0.00%
Quent Capital, LLC75$2.85K0.00%
Plante Moran Financial Advisors, LLC65$2.47K0.00%
Crewe Advisors LLC54$2.06K0.00%
Synergy Investment Management, LLC50$1.96K0.00%
Highland Investment Advisors LLC51$1.94K0.00%
Motco43$1.64K0.00%
BOK Financial Private Wealth, Inc.36$1.37K0.00%
IFG Advisory, LLC35$1.33K0.00%
Asset Dedication, LLC31$1.18K0.00%
Halbert Hargrove Global Advisors, LLC27$1.04K0.00%
Pin Oak Investment Advisors Inc25$1.00K0.00%
CoreCap Advisors, LLC26$9890.00%
Central Trust Co23$8750.00%
Bare Financial Services, Inc15$5710.00%
Stone House Investment Management, LLC14$5330.00%
Marshall Investment Management, LLC10$3800.00%
Monetary Solutions, Ltd10$3800.00%
Institute for Wealth Management, LLC.5$2050.00%
Mosley Wealth Management5$1900.00%
Caitong International Asset Management Co., Ltd3$1140.00%
Financial Gravity Companies, Inc.1$380.00%

Sold out (23)

Institutions that held Orix Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of IX in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Jane Street Group, LLC167,463$5.02M
Calamos Advisors LLC163,340$4.90M
Renaissance Technologies LLC109,600$3.29M
Citadel Advisors LLC21,300$638.8K
Voloridge Investment Management, LLC21,133$633.8K
Arrowstreet Capital, Limited Partnership19,215$576.3K
Aquatic Capital Management LLC17,610$528.1K
Yousif Capital Management, LLC12,225$366.6K
Point72 Asset Management, L.P.8,386$251.5K
V-Square Quantitative Management LLC1,617$48.5K
Addison Advisors LLC1,537$46.1K
Twin Peaks Wealth Advisors, LLC1,200$36.0K
MAI Capital Management735$22.0K
Advisory Services Network, LLC694$20.8K
Sound Income Strategies, LLC544$16.6K
Ancora Advisors, LLC502$15.1K
Lloyd Advisory Services, LLC.328$9.84K
Kingdom Financial Group LLC.328$9.84K
Whipplewood Advisors, LLC320$9.60K
Root Financial Partners, LLC300$9.00K
RMG Wealth Management LLC103$3.78K
National Bank of Canada6$180
Toth Financial Advisory Corp5$150

Not filed for Q2 2026 yet (4)

Institutions that held Orix Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IX in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
DGS Capital Management, LLC64,937$1.95M
CWM, LLC57,631$1.73M
Skopos Labs, Inc.20,559$616.6K
First Affirmative Financial Network14,417$432.4K