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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
Clearstead Advisors, LLC––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Norden Group LLC––––Not filed
Deutsche Bank AG––––Not filed
Farther Finance Advisors, LLC––––Not filed
Huntington National Bank––––Not filed
Cromwell Holdings LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Russell Investments Group, Ltd.––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Allworth Financial LP––––Not filed
WealthCollab, LLC––––Not filed
Horizon Investments, LLC––––Not filed
Brentview Investment Management LLC––––Not filed
Ares Financial Consulting, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Custom Index Systems, LLC––––Not filed
Boyd Watterson Asset Management LLC––––Not filed
Harbor Asset Planning, Inc.––––Not filed
Rothschild Investment LLC––––Not filed
Umb Bank N A––––Not filed
True Wealth Design, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
ZRC Wealth Management, LLC––––Not filed
Bayban––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Evolution Wealth Management Inc.––––Not filed
Harbour Investments, Inc.––––Not filed
Financial Management Professionals, Inc.––––Not filed
Albion Financial Group––––Not filed
Private Trust Co NA––––Not filed
Capital Analysts, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Trifecta Capital Advisors, LLC––––Not filed
Bessemer Group Inc––––Not filed
Mather Group, LLC.––––Not filed
Cornerstone Financial Management LLC––––Not filed
LRI Investments, LLC––––Not filed
GWM Advisors LLC––––Not filed
GW&K Investment Management, LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
SHP Wealth Management––––Not filed
Signature Equity Partners, LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Pinnacle Bancorp, Inc.––––Not filed
Dogwood Wealth Management LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Raffa Wealth Management, LLC––––Not filed
Manning & Napier Advisors LLC––––Not filed
First Command Advisory Services, Inc.––––Not filed
CVA Family Office, LLC––––Not filed
Essential Partners LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
Retirement Wealth Solutions LLC––––Not filed
IMA Wealth, Inc.––––Not filed
Creative Financial Designs Inc––––Not filed
North Star Investment Management Corp.––––Not filed
Highline Wealth Partners LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
JNBA Financial Advisors––––Not filed
SJS Investment Consulting Inc.––––Not filed
MV Capital Management, Inc.––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Arlington Trust Co LLC––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
JPL Wealth Management, LLC––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Quent Capital, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
Independence Bank of Kentucky––––Not filed
Geneos Wealth Management Inc.––––Not filed
NBC Securities, Inc.––––Not filed
Nemes Rush Group LLC––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
Burk Holdings LLC––––Not filed
Crewe Advisors LLC––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
WPG Advisers, LLC––––Not filed
Synergy Investment Management, LLC––––Not filed
Highland Investment Advisors LLC––––Not filed
American Capital Advisory, LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Grove Bank & Trust––––Not filed
Motco––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
IFG Advisory, LLC––––Not filed
Golden State Wealth Management, LLC––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed