Skip to main content

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, Q3 2026

Institutional positions in Orix Corp as of Sep 30, 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

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

Institutional holders
3
+1 vs. Q2 2026
Shares held
20.7K
+491 (+2.4%) vs. Q2 2026
Total value
$781.3K
+$11.9K (+1.5%) vs. Q2 2026
New holders
1
1 more added
Sold out
0
0 more reduced

317 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2026.

Institutions holding IX in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CX Institutional50$2.00K0.00%00.0%Unchanged
Planning Strategies Inc.73$2.75K0.00%+73New
Versant Capital Management, Inc20,593$776.6K0.07%+418+2.1%Added
FMR LLC––––Not filed
Morgan Stanley––––Not filed
Bank of America Corp––––Not filed
Todd Asset Management LLC––––Not filed
Clearbridge Investments, LLC––––Not filed
Northern Trust Corp––––Not filed
Cullen Capital Management LLC––––Not filed
American Century Companies Inc––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Natixis Advisors, L.P.––––Not filed
Quantinno Capital Management LP––––Not filed
BlackRock, Inc.––––Not filed
Envestnet Asset Management Inc––––Not filed
Jones Financial Companies LLLP––––Not filed
JPMorgan Chase & Co––––Not filed
Wells Fargo & Company––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Eagle Global Advisors LLC––––Not filed
AQR Capital Management LLC––––Not filed
Raymond James Financial Inc––––Not filed
RMB Capital Management, LLC––––Not filed
Gilman Hill Asset Management, LLC––––Not filed
Calamos Wealth Management LLC––––Not filed
SEI Investments Co––––Not filed
Mercer Global Advisors Inc––––Not filed
Bank of New York Mellon Corp––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
QRG Capital Management, Inc.––––Not filed
Boston Common Asset Management, LLC––––Not filed
Gradient Investments LLC––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
JustInvest LLC––––Not filed
Cerity Partners LLC––––Not filed
Ritholtz Wealth Management––––Not filed
Royal Bank of Canada––––Not filed
Pathstone Holdings, LLC––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Brinker Capital Investments, LLC––––Not filed
MML Investors Services, LLC––––Not filed
BTC Capital Management, Inc.––––Not filed
Callan Family Office, LLC––––Not filed
UBS Asset Management Americas Inc––––Not filed
Naples Global Advisors, LLC––––Not filed
US Bancorp––––Not filed
Vise Technologies, Inc.––––Not filed
Mariner, LLC––––Not filed
Henry James International Management, Inc.––––Not filed
Artemis Investment Management LLP––––Not filed
Qube Research & Technologies Ltd––––Not filed
LPL Financial LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
UBS Group AG––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
First Trust Advisors LP––––Not filed
Lester Murray Antman dba SimplyRich––––Not filed
Paradigm Asset Management Co LLC––––Not filed
Advisors Asset Management, Inc.––––Not filed
HighTower Advisors, LLC––––Not filed
Ameriprise Financial Inc––––Not filed
Ieq Capital, LLC––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Ativo Capital Management LLC––––Not filed
Stifel Financial Corp––––Not filed
Citigroup Inc––––Not filed
CI Private Wealth, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
Sanctuary Advisors, LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Goldman Sachs Group Inc––––Not filed
Rhumbline Advisers––––Not filed
Bank of Montreal––––Not filed
Colony Group, LLC––––Not filed
Creative Planning––––Not filed
Greenleaf Trust––––Not filed
Millennium Management LLC––––Not filed
Fifth Third Bancorp––––Not filed
Aaron Wealth Advisors––––Not filed
Cetera Investment Advisers––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Kathmere Capital Management, LLC––––Not filed
State Street Corp––––Not filed
CAPROCK Group, Inc.––––Not filed
Park Avenue Securities LLC––––Not filed
Ethic Inc.––––Not filed
Syon Capital LLC––––Not filed
Dynasty Wealth Management, LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
OneAscent Investment Solutions LLC––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
Savant Capital, LLC––––Not filed
William Blair Investment Management, LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Investment Research Partners LLC––––Not filed
Campbell & CO Investment Adviser LLC––––Not filed