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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 319 | $1.42B |
| Q1 2026 | 283 | $1.02B |
| Q4 2025 | 241 | $784.0M |
| Q3 2025 | 217 | $662.3M |
| Q2 2025 | 209 | $571.7M |
| Q1 2025 | 191 | $518.0M |
| Q4 2024 | 190 | $511.8M |
| Q3 2024 | 175 | $519.7M |
| Q2 2024 | 172 | $499.6M |
| Q1 2024 | 160 | $480.3M |
| Q4 2023 | 152 | $395.3M |
| Q3 2023 | 136 | $396.5M |
| Q2 2023 | 130 | $374.7M |
| Q1 2023 | 123 | $307.9M |
| Q4 2022 | 128 | $306.0M |
| Q3 2022 | 123 | $269.9M |
| Q2 2022 | 139 | $327.8M |
| Q1 2022 | 143 | $400.3M |
| Q4 2021 | 148 | $421.0M |
| Q3 2021 | 135 | $364.8M |
| Q2 2021 | 121 | $331.3M |
| Q1 2021 | 126 | $329.0M |
Institutions, Q3 2026
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | – | – | – | – | Not filed |
| Bogart Wealth, LLC | – | – | – | – | Not filed |
| Halbert Hargrove Global Advisors, LLC | – | – | – | – | Not filed |
| Pin Oak Investment Advisors Inc | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Central Trust Co | – | – | – | – | Not filed |
| Abound Wealth Management | – | – | – | – | Not filed |
| Godfrey Financial Associates, Inc. | – | – | – | – | Not filed |
| Kilter Group LLC | – | – | – | – | Not filed |
| Bare Financial Services, Inc | – | – | – | – | Not filed |
| Stone House Investment Management, LLC | – | – | – | – | Not filed |
| Beaird Harris Wealth Management, LLC | – | – | – | – | Not filed |
| Triumph Capital Management | – | – | – | – | Not filed |
| Cassaday & Co Wealth Management LLC | – | – | – | – | Not filed |
| Marshall Investment Management, LLC | – | – | – | – | Not filed |
| Monetary Solutions, Ltd | – | – | – | – | Not filed |
| Institute for Wealth Management, LLC. | – | – | – | – | Not filed |
| Mosley Wealth Management | – | – | – | – | Not filed |
| Caitong International Asset Management Co., Ltd | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |