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, Q2 2026
Institutional positions in Orix Corp as of Jun 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
- Institutional holders
- 319
- +40 vs. Q1 2026
- Shares held
- 37.3M
- +3.40M (+10.0%) vs. Q1 2026
- Total value
- $1.42B
- +$403.3M (+39.7%) vs. Q1 2026
- New holders
- 63
- 147 more added
- Sold out
- 23
- 57 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2026
Shares, value and share of portfolio for each institution holding Orix Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,223 | $46.5K | 0.00% | +1+0.1% | Added |
| Brown Brothers Harriman & Co | 1,246 | $47.4K | 0.00% | +1,001+408.6% | Added |
| Owl Creek Wealth Partners LLC | 1,304 | $49.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,313 | $49.9K | 0.00% | +247+23.2% | Added |
| Bruce G. Allen Investments, LLC | 1,464 | $55.7K | 0.04% | −81−5.2% | Reduced |
| Ares Financial Consulting, LLC | 1,490 | $56.7K | 0.04% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 1,760 | $67.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,821 | $69.3K | 0.00% | −899−33.1% | Reduced |
| WealthCollab, LLC | 1,823 | $69.3K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,850 | $70.4K | 0.00% | +167+9.9% | Added |
| Salomon & Ludwin, LLC | 1,940 | $74.5K | 0.01% | −165−7.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,104 | $80.0K | 0.00% | −2,815−57.2% | Reduced |
| Russell Investments Group, Ltd. | 2,316 | $88.1K | 0.00% | +553+31.4% | Added |
| Transamerica Financial Advisors, Inc. | 2,508 | $95.4K | 0.01% | +1,126+81.5% | Added |
| Cromwell Holdings LLC | 3,050 | $116.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 3,703 | $140.9K | 0.00% | −358−8.8% | Reduced |
| Farther Finance Advisors, LLC | 3,894 | $148.1K | 0.00% | +291+8.1% | Added |
| Deutsche Bank AG | 4,727 | $179.8K | 0.00% | +2,433+106.1% | Added |
| Norden Group LLC | 5,271 | $200.5K | 0.02% | +5,271 | New |
| Icon Wealth Advisors, LLC | 5,337 | $203.0K | 0.01% | +5,337 | New |
| Clearstead Advisors, LLC | 5,362 | $204.0K | 0.00% | −5,362−50.0% | Reduced |
| 55 North Private Wealth, LLC | 5,610 | $213.4K | 0.04% | +5,610 | New |
| Range Advisory, LLC | 5,763 | $219.2K | 0.03% | +5,763 | New |
| Old National Bancorp | 5,873 | $223.4K | 0.00% | +5,873 | New |
| Drive Wealth Management, LLC | 5,923 | $225.3K | 0.04% | +5,923 | New |
| Bridgewater Advisors Inc. | 5,725 | $228.8K | 0.01% | +11+0.2% | Added |
| Walkner Condon Financial Advisors LLC | 6,096 | $231.9K | 0.03% | +6,096 | New |
| Crestwood Advisors Group LLC | 6,261 | $238.2K | 0.00% | +6,261 | New |
| Perigon Wealth Management, LLC | 6,319 | $240.4K | 0.00% | +6,319 | New |
| Narus Financial Partners, LLC | 6,500 | $247.3K | 0.06% | +6,500 | New |
| Commerce Bank | 6,608 | $251.4K | 0.00% | +6,608 | New |
| Envestnet Portfolio Solutions, Inc. | 6,740 | $256.4K | 0.00% | +6,740 | New |
| Ewa, LLC | 6,950 | $264.4K | 0.05% | −34−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,973 | $265.3K | 0.00% | −949−12.0% | Reduced |
| Ballentine Partners, LLC | 7,029 | $267.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,032 | $267.5K | 0.00% | +2,088+42.2% | Added |
| NewSquare Capital LLC | 7,034 | $267.6K | 0.02% | +7,034 | New |
| Diversify Advisory Services, LLC | 6,709 | $269.8K | 0.00% | +6,709 | New |
| Diversify Wealth Management, LLC | 6,709 | $269.8K | 0.00% | +6,709 | New |
| Merit Financial Group, LLC | 7,131 | $271.3K | 0.00% | +7,131 | New |
| Dimensional Fund Advisors LP | 7,520 | $286.0K | 0.00% | −25,037−76.9% | Reduced |
| Sivia Capital Partners, LLC | 7,529 | $286.4K | 0.03% | +7,529 | New |
| Resources Investment Advisors, LLC. | 7,536 | $286.7K | 0.00% | +7,536 | New |
| SmartHarvest Portfolios, LLC | 7,646 | $290.9K | 0.09% | +7,646 | New |
| Glenmede Trust Co NA | 7,734 | $294.2K | 0.00% | −12,027−60.9% | Reduced |
| Sage Rhino Capital LLC | 7,735 | $294.2K | 0.05% | −70−0.9% | Reduced |
| EP Wealth Advisors, LLC | 7,743 | $294.6K | 0.00% | +985+14.6% | Added |
| Frec Markets, Inc. | 7,790 | $296.3K | 0.03% | +571+7.9% | Added |
| Abacus Wealth Partners, LLC | 7,912 | $301.0K | 0.03% | −45−0.6% | Reduced |
| Brown Financial Advisors | 8,248 | $313.8K | 0.11% | −74−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 8,401 | $319.6K | 0.03% | +8,401 | New |
| Pure Financial Advisors, Inc. | 8,411 | $320.0K | 0.00% | +8,411 | New |
| Palladiem, LLC | 8,568 | $325.9K | 0.32% | −389−4.3% | Reduced |
| Baron Wealth Management LLC | 8,584 | $326.5K | 0.08% | +8,584 | New |
| BNP Paribas Arbitrage, SA | 8,758 | $333.2K | 0.00% | −39,460−81.8% | Reduced |
| Strategic Global Advisors, LLC | 8,760 | $333.2K | 0.05% | −24,068−73.3% | Reduced |
| SRS Capital Advisors, Inc. | 8,866 | $337.2K | 0.00% | +8,152+1,141.7% | Added |
| Promethos Capital, LLC | 9,070 | $345.0K | 0.09% | +9,070 | New |
| Mattson Financial Services, LLC | 8,865 | $353.1K | 0.07% | +38+0.4% | Added |
| Portside Wealth Group, LLC | 9,397 | $357.5K | 0.04% | +2,258+31.6% | Added |
| Coldstream Capital Management Inc | 9,435 | $358.9K | 0.00% | +1,670+21.5% | Added |
| United Capital Financial Advisers, LLC | 9,751 | $370.9K | 0.00% | +690+7.6% | Added |
| Wealth Alliance | 9,760 | $371.3K | 0.03% | +1,974+25.4% | Added |
| Aprio Wealth Management, LLC | 10,071 | $383.1K | 0.02% | +10,071 | New |
| Smartleaf Asset Management LLC | 9,980 | $383.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10,153 | $386.2K | 0.04% | +926+10.0% | Added |
| Parallel Advisors, LLC | 10,337 | $393.2K | 0.01% | +65+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 10,347 | $393.6K | 0.02% | +409+4.1% | Added |
| GAMMA Investing LLC | 10,439 | $397.1K | 0.01% | +1,579+17.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,686 | $406.5K | 0.04% | +85+0.8% | Added |
| Hantz Financial Services, Inc. | 10,707 | $407.0K | 0.01% | +287+2.8% | Added |
| Net Worth Advisory Group | 11,034 | $419.8K | 0.11% | −47−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 11,035 | $419.8K | 0.03% | −785−6.6% | Reduced |
| Abel Hall, LLC | 11,596 | $441.1K | 0.08% | +149+1.3% | Added |
| Ascent Group, LLC | 11,847 | $450.7K | 0.01% | +833+7.6% | Added |
| Janney Montgomery Scott LLC | 11,963 | $455.0K | 0.00% | +515+4.5% | Added |
| Marks Group Wealth Management, Inc | 12,257 | $466.3K | 0.04% | −3,867−24.0% | Reduced |
| D'Orazio & Associates, Inc. | 12,546 | $477.3K | 0.06% | +4,457+55.1% | Added |
| Keybank National Association | 12,599 | $479.3K | 0.00% | +4,044+47.3% | Added |
| Basecamp Wealth Advisors LLC | 12,647 | $481.1K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,677 | $482.2K | 0.01% | +12,677 | New |
| Blair William & Co | 12,703 | $483.2K | 0.00% | +12,703 | New |
| PDS Planning, Inc | 12,787 | $486.4K | 0.03% | −7−0.1% | Reduced |
| Optas, LLC | 12,930 | $491.9K | 0.07% | +99+0.8% | Added |
| HRT Financial LP | 13,166 | $500.0K | 0.00% | −11,272−46.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,444 | $501.5K | 0.00% | +4,512+56.9% | Added |
| Assetmark, Inc | 13,440 | $511.3K | 0.00% | −36−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,464 | $512.2K | 0.01% | +5,007+59.2% | Added |
| Rockefeller Capital Management L.P. | 14,043 | $534.2K | 0.00% | +2,567+22.4% | Added |
| Hardy Reed LLC | 14,335 | $545.3K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,423 | $548.7K | 0.00% | +9,014+166.6% | Added |
| Xponance, Inc. | 14,828 | $564.1K | 0.00% | +6,615+80.5% | Added |
| Captrust Financial Advisors | 14,894 | $566.6K | 0.00% | +2,565+20.8% | Added |
| JMN Financial LLC | 14,898 | $566.7K | 0.44% | −1,917−11.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 15,476 | $588.7K | 0.01% | +3,179+25.9% | Added |
| RNC Capital Management LLC | 15,576 | $592.5K | 0.02% | −425−2.7% | Reduced |
| Franklin Resources Inc | 15,833 | $602.3K | 0.00% | −260−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,836 | $602.4K | 0.01% | +541+3.5% | Added |
| Evergreen Capital Management LLC | 16,050 | $610.5K | 0.01% | −2,950−15.5% | Reduced |
| Signaturefd, LLC | 16,606 | $631.7K | 0.01% | −30.0% | Reduced |