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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

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
Plan A Wealth LLC––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
Lido Advisors, LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Systematic Alpha Investments, LLC––––Not filed
Atria Investments LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Tred Avon Family Wealth, LLC––––Not filed
Truist Financial Corp––––Not filed
XTX Topco Ltd––––Not filed
Venturi Wealth Management, LLC––––Not filed
Nuveen, LLC––––Not filed
Regions Financial Corp––––Not filed
Acadian Asset Management LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Vident Advisory, LLC––––Not filed
Naviter Wealth, LLC––––Not filed
Summit Trail Advisors, LLC––––Not filed
Balyasny Asset Management LLC––––Not filed
HB Wealth Management, LLC––––Not filed
Signaturefd, LLC––––Not filed
Evergreen Capital Management LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Franklin Resources Inc––––Not filed
RNC Capital Management LLC––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
JMN Financial LLC––––Not filed
Captrust Financial Advisors––––Not filed
Xponance, Inc.––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Hardy Reed LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Assetmark, Inc––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
HRT Financial LP––––Not filed
Optas, LLC––––Not filed
PDS Planning, Inc––––Not filed
Blair William & Co––––Not filed
Independent Advisor Alliance––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Keybank National Association––––Not filed
D'Orazio & Associates, Inc.––––Not filed
Marks Group Wealth Management, Inc––––Not filed
Janney Montgomery Scott LLC––––Not filed
Ascent Group, LLC––––Not filed
Abel Hall, LLC––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Net Worth Advisory Group––––Not filed
Hantz Financial Services, Inc.––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
GAMMA Investing LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Aprio Wealth Management, LLC––––Not filed
Wealth Alliance––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Portside Wealth Group, LLC––––Not filed
Mattson Financial Services, LLC––––Not filed
Promethos Capital, LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Strategic Global Advisors, LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Baron Wealth Management LLC––––Not filed
Palladiem, LLC––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Keebeck Wealth Management, LLC––––Not filed
Brown Financial Advisors––––Not filed
Abacus Wealth Partners, LLC––––Not filed
Frec Markets, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
Sage Rhino Capital LLC––––Not filed
Glenmede Trust Co NA––––Not filed
SmartHarvest Portfolios, LLC––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Sivia Capital Partners, LLC––––Not filed
Dimensional Fund Advisors LP––––Not filed
Merit Financial Group, LLC––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
NewSquare Capital LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Ballentine Partners, LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Ewa, LLC––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Commerce Bank––––Not filed
Narus Financial Partners, LLC––––Not filed
Perigon Wealth Management, LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
Walkner Condon Financial Advisors LLC––––Not filed
Bridgewater Advisors Inc.––––Not filed
Drive Wealth Management, LLC––––Not filed
Old National Bancorp––––Not filed
Range Advisory, LLC––––Not filed
55 North Private Wealth, LLC––––Not filed