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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 16,751 | $637.2K | 0.00% | +1,802+12.1% | Added |
| Balyasny Asset Management LLC | 17,805 | $677.3K | 0.00% | +17,805 | New |
| Summit Trail Advisors, LLC | 18,666 | $710.0K | 0.01% | −148−0.8% | Reduced |
| Versant Capital Management, Inc | 20,175 | $767.5K | 0.07% | −961−4.5% | Reduced |
| Naviter Wealth, LLC | 20,456 | $778.2K | 0.07% | +4,208+25.9% | Added |
| Vident Advisory, LLC | 20,736 | $788.8K | 0.01% | +3,989+23.8% | Added |
| Global Retirement Partners, LLC | 20,919 | $795.8K | 0.01% | +20,919 | New |
| Acadian Asset Management LLC | 21,251 | $808.0K | 0.00% | +21,251 | New |
| Regions Financial Corp | 21,467 | $816.6K | 0.00% | +12,386+136.4% | Added |
| Nuveen, LLC | 22,021 | $837.7K | 0.00% | +22,021 | New |
| Venturi Wealth Management, LLC | 22,727 | $864.5K | 0.03% | +2,452+12.1% | Added |
| XTX Topco Ltd | 22,885 | $870.5K | 0.01% | −3,710−13.9% | Reduced |
| Truist Financial Corp | 23,788 | $904.9K | 0.00% | +4,725+24.8% | Added |
| Tred Avon Family Wealth, LLC | 24,015 | $913.5K | 0.28% | −1,175−4.7% | Reduced |
| Savvy Advisors, Inc. | 24,548 | $933.8K | 0.02% | +1,549+6.7% | Added |
| Atria Investments LLC | 24,589 | $935.4K | 0.01% | −1,436−5.5% | Reduced |
| Systematic Alpha Investments, LLC | 24,810 | $943.8K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 25,465 | $968.7K | 0.03% | +2,305+10.0% | Added |
| Lido Advisors, LLC | 25,563 | $972.4K | 0.00% | +2,330+10.0% | Added |
| RSM US Wealth Management LLC | 26,330 | $1.00M | 0.01% | +472+1.8% | Added |
| Sequoia Financial Advisors, LLC | 26,360 | $1.00M | 0.01% | +373+1.4% | Added |
| Plan A Wealth LLC | 27,237 | $1.04M | 0.44% | +2,037+8.1% | Added |
| Campbell & CO Investment Adviser LLC | 27,258 | $1.04M | 0.05% | +27,258 | New |
| Investment Research Partners LLC | 27,303 | $1.04M | 0.35% | +2,479+10.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 27,576 | $1.05M | 0.03% | +13,427+94.9% | Added |
| William Blair Investment Management, LLC | 27,725 | $1.05M | 0.00% | +27,725 | New |
| Savant Capital, LLC | 31,155 | $1.06M | 0.00% | +12,678+68.6% | Added |
| Ferguson Wellman Capital Management, Inc | 27,960 | $1.06M | 0.01% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 27,978 | $1.06M | 1.01% | +27,978 | New |
| TD Waterhouse Canada Inc. | 28,548 | $1.10M | 0.00% | +28,548 | New |
| Dynasty Wealth Management, LLC | 29,371 | $1.12M | 0.01% | +2,554+9.5% | Added |
| Syon Capital LLC | 29,862 | $1.14M | 0.05% | +1,273+4.5% | Added |
| Ethic Inc. | 30,338 | $1.15M | 0.01% | +12,387+69.0% | Added |
| Park Avenue Securities LLC | 30,883 | $1.18M | 0.01% | +2,043+7.1% | Added |
| CAPROCK Group, Inc. | 31,176 | $1.19M | 0.02% | −1,065−3.3% | Reduced |
| State Street Corp | 32,135 | $1.22M | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 32,308 | $1.23M | 0.07% | +2,603+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 32,215 | $1.24M | 0.00% | +2,472+8.3% | Added |
| Cetera Investment Advisers | 32,926 | $1.25M | 0.00% | +5,311+19.2% | Added |
| Aaron Wealth Advisors | 33,056 | $1.26M | 0.06% | −945−2.8% | Reduced |
| Fifth Third Bancorp | 34,416 | $1.31M | 0.00% | −1,308−3.7% | Reduced |
| Millennium Management LLC | 35,442 | $1.35M | 0.00% | +15,499+77.7% | Added |
| Greenleaf Trust | 36,300 | $1.38M | 0.01% | −1,075−2.9% | Reduced |
| Creative Planning | 37,467 | $1.43M | 0.00% | +5,017+15.5% | Added |
| Colony Group, LLC | 37,940 | $1.44M | 0.00% | +3,357+9.7% | Added |
| Bank of Montreal | 38,623 | $1.47M | 0.00% | +12,616+48.5% | Added |
| Rhumbline Advisers | 39,754 | $1.51M | 0.00% | +2,107+5.6% | Added |
| Goldman Sachs Group Inc | 39,851 | $1.52M | 0.00% | −17,342−30.3% | Reduced |
| Two Sigma Investments, LP | 42,137 | $1.60M | 0.00% | −98,619−70.1% | Reduced |
| Sanctuary Advisors, LLC | 44,868 | $1.71M | 0.01% | +21,531+92.3% | Added |
| Neuberger Berman Group LLC | 45,373 | $1.73M | 0.00% | +12,585+38.4% | Added |
| CI Private Wealth, LLC | 45,724 | $1.74M | 0.00% | +3,113+7.3% | Added |
| Citigroup Inc | 48,379 | $1.84M | 0.00% | +3,970+8.9% | Added |
| Stifel Financial Corp | 49,987 | $1.90M | 0.00% | +22,684+83.1% | Added |
| Ativo Capital Management LLC | 51,144 | $1.95M | 1.49% | −50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 52,651 | $2.00M | 0.00% | +5,990+12.8% | Added |
| Ieq Capital, LLC | 53,601 | $2.04M | 0.01% | +2,246+4.4% | Added |
| Ameriprise Financial Inc | 53,550 | $2.04M | 0.00% | +4,339+8.8% | Added |
| HighTower Advisors, LLC | 58,650 | $2.23M | 0.00% | −5,117−8.0% | Reduced |
| Advisors Asset Management, Inc. | 60,348 | $2.30M | 0.04% | +3,442+6.0% | Added |
| Paradigm Asset Management Co LLC | 66,400 | $2.53M | 0.54% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 66,449 | $2.53M | 0.59% | +3,215+5.1% | Added |
| First Trust Advisors LP | 66,709 | $2.54M | 0.00% | +135+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 72,570 | $2.75M | 0.01% | +3,674+5.3% | Added |
| UBS Group AG | 72,488 | $2.76M | 0.00% | +6,016+9.1% | Added |
| Quadrant Capital Group LLC | 73,134 | $2.78M | 0.08% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 73,960 | $2.81M | 0.05% | −314−0.4% | Reduced |
| LPL Financial LLC | 82,993 | $3.16M | 0.00% | +17,011+25.8% | Added |
| Qube Research & Technologies Ltd | 84,052 | $3.20M | 0.00% | +53,212+172.5% | Added |
| Artemis Investment Management LLP | 85,561 | $3.25M | 0.03% | +85,561 | New |
| Henry James International Management, Inc. | 88,169 | $3.35M | 1.00% | −23,286−20.9% | Reduced |
| Mariner, LLC | 88,625 | $3.37M | 0.00% | +11,718+15.2% | Added |
| Vise Technologies, Inc. | 90,551 | $3.44M | 0.04% | +23,562+35.2% | Added |
| US Bancorp | 92,534 | $3.52M | 0.00% | +16,038+21.0% | Added |
| Naples Global Advisors, LLC | 93,617 | $3.56M | 0.22% | +350+0.4% | Added |
| UBS Asset Management Americas Inc | 97,086 | $3.69M | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 105,134 | $4.00M | 0.08% | +1,096+1.1% | Added |
| BTC Capital Management, Inc. | 106,698 | $4.06M | 0.25% | +54,413+104.1% | Added |
| MML Investors Services, LLC | 107,109 | $4.07M | 0.01% | +40,735+61.4% | Added |
| Brinker Capital Investments, LLC | 112,461 | $4.28M | 0.03% | +15,920+16.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 114,400 | $4.35M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 120,625 | $4.59M | 0.01% | −2,737−2.2% | Reduced |
| Royal Bank of Canada | 121,062 | $4.61M | 0.00% | +32,612+36.9% | Added |
| Ritholtz Wealth Management | 128,737 | $4.90M | 0.07% | +24,640+23.7% | Added |
| Cerity Partners LLC | 131,236 | $4.99M | 0.01% | +8,244+6.7% | Added |
| JustInvest LLC | 139,524 | $5.31M | 0.04% | +4,829+3.6% | Added |
| Crossmark Global Holdings, Inc. | 142,762 | $5.43M | 0.07% | −1,474−1.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 162,560 | $6.18M | 0.01% | +92,119+130.8% | Added |
| Gradient Investments LLC | 165,151 | $6.28M | 0.09% | +7,697+4.9% | Added |
| Boston Common Asset Management, LLC | 165,949 | $6.31M | 0.37% | −9,223−5.3% | Reduced |
| QRG Capital Management, Inc. | 166,395 | $6.33M | 0.05% | +13,092+8.5% | Added |
| Oppenheimer Asset Management Inc. | 170,373 | $6.48M | 0.07% | +9,831+6.1% | Added |
| Bank of New York Mellon Corp | 173,045 | $6.58M | 0.00% | +18,568+12.0% | Added |
| Mercer Global Advisors Inc | 175,597 | $6.68M | 0.01% | +9,797+5.9% | Added |
| SEI Investments Co | 178,737 | $6.80M | 0.01% | +19,209+12.0% | Added |
| Calamos Wealth Management LLC | 181,922 | $6.92M | 0.21% | +18,582+11.4% | Added |
| Gilman Hill Asset Management, LLC | 199,365 | $7.58M | 1.04% | −3,792−1.9% | Reduced |
| RMB Capital Management, LLC | 219,971 | $8.33M | 0.13% | +199,549+977.1% | Added |
| Raymond James Financial Inc | 271,060 | $10.3M | 0.00% | +61,508+29.4% | Added |
| AQR Capital Management LLC | 280,804 | $10.7M | 0.00% | +108,759+63.2% | Added |