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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 348,148 | $13.2M | 0.44% | +12,770+3.8% | Added |
| Charles Schwab Investment Management Inc | 382,934 | $14.6M | 0.00% | +30,862+8.8% | Added |
| O'Shaughnessy Asset Management, LLC | 391,459 | $14.9M | 0.07% | +100,380+34.5% | Added |
| Wells Fargo & Company | 520,280 | $19.8M | 0.00% | +60,267+13.1% | Added |
| JPMorgan Chase & Co | 564,688 | $21.7M | 0.00% | +250,546+79.8% | Added |
| Jones Financial Companies LLLP | 654,254 | $25.0M | 0.01% | +47,954+7.9% | Added |
| Envestnet Asset Management Inc | 785,332 | $29.9M | 0.01% | +274,264+53.7% | Added |
| BlackRock, Inc. | 903,214 | $34.4M | 0.00% | −35,753−3.8% | Reduced |
| Quantinno Capital Management LP | 1,038,092 | $39.5M | 0.05% | +113,677+12.3% | Added |
| Natixis Advisors, L.P. | 1,048,981 | $39.9M | 0.04% | +278,382+36.1% | Added |
| Teachers Retirement System of the State of Kentucky | 1,147,000 | $43.6M | 0.30% | 00.0% | Unchanged |
| American Century Companies Inc | 1,158,412 | $44.1M | 0.02% | +196,012+20.4% | Added |
| Cullen Capital Management LLC | 1,220,846 | $46.4M | 0.46% | +140,485+13.0% | Added |
| Northern Trust Corp | 1,356,665 | $51.6M | 0.01% | +47,257+3.6% | Added |
| Clearbridge Investments, LLC | 1,752,822 | $66.7M | 0.06% | +703,278+67.0% | Added |
| Todd Asset Management LLC | 1,822,511 | $69.3M | 1.23% | −17,547−1.0% | Reduced |
| Bank of America Corp | 3,225,609 | $122.7M | 0.01% | +331,717+11.5% | Added |
| Morgan Stanley | 4,998,666 | $190.1M | 0.01% | −8,549−0.2% | Reduced |
| FMR LLC | 6,033,914 | $229.5M | 0.01% | +89,911+1.5% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −167,463−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −163,340−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −109,600−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −21,133−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −19,215−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,610−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −12,225−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,386−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |