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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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Orix Corp changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of IX: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders3193173+1
Shares37.3M37.3M20.7K+491 (+2.4%)
Value$1.42B$1.42B$781.3K+$11.9K (+1.5%)

317 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Orix Corp at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to IX in Q3 2026
InstitutionSharesValue% of portfolio
Planning Strategies Inc.73$2.75K0.00%

Sold out (0)

Institutions that held Orix Corp at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (317)

Institutions that held Orix Corp at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 317 by value.

Institutions holding IX in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
FMR LLC6,033,914$229.5M
Morgan Stanley4,998,666$190.1M
Bank of America Corp3,225,609$122.7M
Todd Asset Management LLC1,822,511$69.3M
Clearbridge Investments, LLC1,752,822$66.7M
Northern Trust Corp1,356,665$51.6M
Cullen Capital Management LLC1,220,846$46.4M
American Century Companies Inc1,158,412$44.1M
Teachers Retirement System of the State of Kentucky1,147,000$43.6M
Natixis Advisors, L.P.1,048,981$39.9M
Quantinno Capital Management LP1,038,092$39.5M
BlackRock, Inc.903,214$34.4M
Envestnet Asset Management Inc785,332$29.9M
Jones Financial Companies LLLP654,254$25.0M
JPMorgan Chase & Co564,688$21.7M
Wells Fargo & Company520,280$19.8M
O'Shaughnessy Asset Management, LLC391,459$14.9M
Charles Schwab Investment Management Inc382,934$14.6M
Eagle Global Advisors LLC348,148$13.2M
AQR Capital Management LLC280,804$10.7M
Raymond James Financial Inc271,060$10.3M
RMB Capital Management, LLC219,971$8.33M
Gilman Hill Asset Management, LLC199,365$7.58M
Calamos Wealth Management LLC181,922$6.92M
SEI Investments Co178,737$6.80M
Mercer Global Advisors Inc175,597$6.68M
Bank of New York Mellon Corp173,045$6.58M
Oppenheimer Asset Management Inc.170,373$6.48M
QRG Capital Management, Inc.166,395$6.33M
Boston Common Asset Management, LLC165,949$6.31M
Gradient Investments LLC165,151$6.28M
Connor, Clark & Lunn Investment Management Ltd.162,560$6.18M
Crossmark Global Holdings, Inc.142,762$5.43M
JustInvest LLC139,524$5.31M
Cerity Partners LLC131,236$4.99M
Ritholtz Wealth Management128,737$4.90M
Royal Bank of Canada121,062$4.61M
Pathstone Holdings, LLC120,625$4.59M
Healthcare of Ontario Pension Plan Trust Fund114,400$4.35M
Brinker Capital Investments, LLC112,461$4.28M
MML Investors Services, LLC107,109$4.07M
BTC Capital Management, Inc.106,698$4.06M
Callan Family Office, LLC105,134$4.00M
UBS Asset Management Americas Inc97,086$3.69M
Naples Global Advisors, LLC93,617$3.56M
US Bancorp92,534$3.52M
Vise Technologies, Inc.90,551$3.44M
Mariner, LLC88,625$3.37M
Henry James International Management, Inc.88,169$3.35M
Artemis Investment Management LLP85,561$3.25M
Qube Research & Technologies Ltd84,052$3.20M
LPL Financial LLC82,993$3.16M
Laird Norton Trust Company, LLC73,960$2.81M
Quadrant Capital Group LLC73,134$2.78M
UBS Group AG72,488$2.76M
Wiley Bros.-Aintree Capital, LLC72,570$2.75M
First Trust Advisors LP66,709$2.54M
Lester Murray Antman dba SimplyRich66,449$2.53M
Paradigm Asset Management Co LLC66,400$2.53M
Advisors Asset Management, Inc.60,348$2.30M
HighTower Advisors, LLC58,650$2.23M
Ameriprise Financial Inc53,550$2.04M
Ieq Capital, LLC53,601$2.04M
The PNC Financial Services Group, Inc.52,651$2.00M
Ativo Capital Management LLC51,144$1.95M
Stifel Financial Corp49,987$1.90M
Citigroup Inc48,379$1.84M
CI Private Wealth, LLC45,724$1.74M
Neuberger Berman Group LLC45,373$1.73M
Sanctuary Advisors, LLC44,868$1.71M
Two Sigma Investments, LP42,137$1.60M
Goldman Sachs Group Inc39,851$1.52M
Rhumbline Advisers39,754$1.51M
Bank of Montreal38,623$1.47M
Colony Group, LLC37,940$1.44M
Creative Planning37,467$1.43M
Greenleaf Trust36,300$1.38M
Millennium Management LLC35,442$1.35M
Fifth Third Bancorp34,416$1.31M
Aaron Wealth Advisors33,056$1.26M
Cetera Investment Advisers32,926$1.25M
Allspring Global Investments Holdings, LLC32,215$1.24M
Kathmere Capital Management, LLC32,308$1.23M
State Street Corp32,135$1.22M
CAPROCK Group, Inc.31,176$1.19M
Park Avenue Securities LLC30,883$1.18M
Ethic Inc.30,338$1.15M
Syon Capital LLC29,862$1.14M
Dynasty Wealth Management, LLC29,371$1.12M
TD Waterhouse Canada Inc.28,548$1.10M
OneAscent Investment Solutions LLC27,978$1.06M
Ferguson Wellman Capital Management, Inc27,960$1.06M
Savant Capital, LLC31,155$1.06M
William Blair Investment Management, LLC27,725$1.05M
Hennion & Walsh Asset Management, Inc.27,576$1.05M
Investment Research Partners LLC27,303$1.04M
Campbell & CO Investment Adviser LLC27,258$1.04M
Plan A Wealth LLC27,237$1.04M
Sequoia Financial Advisors, LLC26,360$1.00M
RSM US Wealth Management LLC26,330$1.00M