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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 25,563 | $972.4K | 0.00% | +2,330+10.0% | Added |
| Atomi Financial Group, Inc. | 25,465 | $968.7K | 0.03% | +2,305+10.0% | Added |
| Systematic Alpha Investments, LLC | 24,810 | $943.8K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 24,589 | $935.4K | 0.01% | −1,436−5.5% | Reduced |
| Savvy Advisors, Inc. | 24,548 | $933.8K | 0.02% | +1,549+6.7% | Added |
| Tred Avon Family Wealth, LLC | 24,015 | $913.5K | 0.28% | −1,175−4.7% | Reduced |
| Truist Financial Corp | 23,788 | $904.9K | 0.00% | +4,725+24.8% | Added |
| XTX Topco Ltd | 22,885 | $870.5K | 0.01% | −3,710−13.9% | Reduced |
| Venturi Wealth Management, LLC | 22,727 | $864.5K | 0.03% | +2,452+12.1% | Added |
| Nuveen, LLC | 22,021 | $837.7K | 0.00% | +22,021 | New |
| Regions Financial Corp | 21,467 | $816.6K | 0.00% | +12,386+136.4% | Added |
| Acadian Asset Management LLC | 21,251 | $808.0K | 0.00% | +21,251 | New |
| Global Retirement Partners, LLC | 20,919 | $795.8K | 0.01% | +20,919 | New |
| Vident Advisory, LLC | 20,736 | $788.8K | 0.01% | +3,989+23.8% | Added |
| Naviter Wealth, LLC | 20,456 | $778.2K | 0.07% | +4,208+25.9% | Added |
| Versant Capital Management, Inc | 20,175 | $767.5K | 0.07% | −961−4.5% | Reduced |
| Summit Trail Advisors, LLC | 18,666 | $710.0K | 0.01% | −148−0.8% | Reduced |
| Balyasny Asset Management LLC | 17,805 | $677.3K | 0.00% | +17,805 | New |
| HB Wealth Management, LLC | 16,751 | $637.2K | 0.00% | +1,802+12.1% | Added |
| Signaturefd, LLC | 16,606 | $631.7K | 0.01% | −30.0% | Reduced |
| Evergreen Capital Management LLC | 16,050 | $610.5K | 0.01% | −2,950−15.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,836 | $602.4K | 0.01% | +541+3.5% | Added |
| Franklin Resources Inc | 15,833 | $602.3K | 0.00% | −260−1.6% | Reduced |
| RNC Capital Management LLC | 15,576 | $592.5K | 0.02% | −425−2.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 15,476 | $588.7K | 0.01% | +3,179+25.9% | Added |
| JMN Financial LLC | 14,898 | $566.7K | 0.44% | −1,917−11.4% | Reduced |
| Captrust Financial Advisors | 14,894 | $566.6K | 0.00% | +2,565+20.8% | Added |
| Xponance, Inc. | 14,828 | $564.1K | 0.00% | +6,615+80.5% | Added |
| Advisor Group Holdings, Inc. | 14,423 | $548.7K | 0.00% | +9,014+166.6% | Added |
| Hardy Reed LLC | 14,335 | $545.3K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,043 | $534.2K | 0.00% | +2,567+22.4% | Added |
| Mount Yale Investment Advisors, LLC | 13,464 | $512.2K | 0.01% | +5,007+59.2% | Added |
| Assetmark, Inc | 13,440 | $511.3K | 0.00% | −36−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,444 | $501.5K | 0.00% | +4,512+56.9% | Added |
| HRT Financial LP | 13,166 | $500.0K | 0.00% | −11,272−46.1% | Reduced |
| Optas, LLC | 12,930 | $491.9K | 0.07% | +99+0.8% | Added |
| PDS Planning, Inc | 12,787 | $486.4K | 0.03% | −7−0.1% | Reduced |
| Blair William & Co | 12,703 | $483.2K | 0.00% | +12,703 | New |
| Independent Advisor Alliance | 12,677 | $482.2K | 0.01% | +12,677 | New |
| Basecamp Wealth Advisors LLC | 12,647 | $481.1K | 0.09% | 00.0% | Unchanged |
| Keybank National Association | 12,599 | $479.3K | 0.00% | +4,044+47.3% | Added |
| D'Orazio & Associates, Inc. | 12,546 | $477.3K | 0.06% | +4,457+55.1% | Added |
| Marks Group Wealth Management, Inc | 12,257 | $466.3K | 0.04% | −3,867−24.0% | Reduced |
| Janney Montgomery Scott LLC | 11,963 | $455.0K | 0.00% | +515+4.5% | Added |
| Ascent Group, LLC | 11,847 | $450.7K | 0.01% | +833+7.6% | Added |
| Abel Hall, LLC | 11,596 | $441.1K | 0.08% | +149+1.3% | Added |
| Checchi Capital Advisers, LLC | 11,035 | $419.8K | 0.03% | −785−6.6% | Reduced |
| Net Worth Advisory Group | 11,034 | $419.8K | 0.11% | −47−0.4% | Reduced |
| Hantz Financial Services, Inc. | 10,707 | $407.0K | 0.01% | +287+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,686 | $406.5K | 0.04% | +85+0.8% | Added |
| GAMMA Investing LLC | 10,439 | $397.1K | 0.01% | +1,579+17.8% | Added |
| Dorsey & Whitney Trust CO LLC | 10,347 | $393.6K | 0.02% | +409+4.1% | Added |
| Parallel Advisors, LLC | 10,337 | $393.2K | 0.01% | +65+0.6% | Added |
| Atlas Capital Advisors LLC | 10,153 | $386.2K | 0.04% | +926+10.0% | Added |
| Smartleaf Asset Management LLC | 9,980 | $383.5K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 10,071 | $383.1K | 0.02% | +10,071 | New |
| Wealth Alliance | 9,760 | $371.3K | 0.03% | +1,974+25.4% | Added |
| United Capital Financial Advisers, LLC | 9,751 | $370.9K | 0.00% | +690+7.6% | Added |
| Coldstream Capital Management Inc | 9,435 | $358.9K | 0.00% | +1,670+21.5% | Added |
| Portside Wealth Group, LLC | 9,397 | $357.5K | 0.04% | +2,258+31.6% | Added |
| Mattson Financial Services, LLC | 8,865 | $353.1K | 0.07% | +38+0.4% | Added |
| Promethos Capital, LLC | 9,070 | $345.0K | 0.09% | +9,070 | New |
| SRS Capital Advisors, Inc. | 8,866 | $337.2K | 0.00% | +8,152+1,141.7% | Added |
| Strategic Global Advisors, LLC | 8,760 | $333.2K | 0.05% | −24,068−73.3% | Reduced |
| BNP Paribas Arbitrage, SA | 8,758 | $333.2K | 0.00% | −39,460−81.8% | Reduced |
| Baron Wealth Management LLC | 8,584 | $326.5K | 0.08% | +8,584 | New |
| Palladiem, LLC | 8,568 | $325.9K | 0.32% | −389−4.3% | Reduced |
| Pure Financial Advisors, Inc. | 8,411 | $320.0K | 0.00% | +8,411 | New |
| Keebeck Wealth Management, LLC | 8,401 | $319.6K | 0.03% | +8,401 | New |
| Brown Financial Advisors | 8,248 | $313.8K | 0.11% | −74−0.9% | Reduced |
| Abacus Wealth Partners, LLC | 7,912 | $301.0K | 0.03% | −45−0.6% | Reduced |
| Frec Markets, Inc. | 7,790 | $296.3K | 0.03% | +571+7.9% | Added |
| EP Wealth Advisors, LLC | 7,743 | $294.6K | 0.00% | +985+14.6% | Added |
| Sage Rhino Capital LLC | 7,735 | $294.2K | 0.05% | −70−0.9% | Reduced |
| Glenmede Trust Co NA | 7,734 | $294.2K | 0.00% | −12,027−60.9% | Reduced |
| SmartHarvest Portfolios, LLC | 7,646 | $290.9K | 0.09% | +7,646 | New |
| Resources Investment Advisors, LLC. | 7,536 | $286.7K | 0.00% | +7,536 | New |
| Sivia Capital Partners, LLC | 7,529 | $286.4K | 0.03% | +7,529 | New |
| Dimensional Fund Advisors LP | 7,520 | $286.0K | 0.00% | −25,037−76.9% | Reduced |
| Merit Financial Group, LLC | 7,131 | $271.3K | 0.00% | +7,131 | 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 |
| NewSquare Capital LLC | 7,034 | $267.6K | 0.02% | +7,034 | New |
| TD Private Client Wealth LLC | 7,032 | $267.5K | 0.00% | +2,088+42.2% | Added |
| Ballentine Partners, LLC | 7,029 | $267.4K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,973 | $265.3K | 0.00% | −949−12.0% | Reduced |
| Ewa, LLC | 6,950 | $264.4K | 0.05% | −34−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,740 | $256.4K | 0.00% | +6,740 | New |
| Commerce Bank | 6,608 | $251.4K | 0.00% | +6,608 | New |
| Narus Financial Partners, LLC | 6,500 | $247.3K | 0.06% | +6,500 | New |
| Perigon Wealth Management, LLC | 6,319 | $240.4K | 0.00% | +6,319 | New |
| Crestwood Advisors Group LLC | 6,261 | $238.2K | 0.00% | +6,261 | New |
| Walkner Condon Financial Advisors LLC | 6,096 | $231.9K | 0.03% | +6,096 | New |
| Bridgewater Advisors Inc. | 5,725 | $228.8K | 0.01% | +11+0.2% | Added |
| Drive Wealth Management, LLC | 5,923 | $225.3K | 0.04% | +5,923 | New |
| Old National Bancorp | 5,873 | $223.4K | 0.00% | +5,873 | New |
| Range Advisory, LLC | 5,763 | $219.2K | 0.03% | +5,763 | New |
| 55 North Private Wealth, LLC | 5,610 | $213.4K | 0.04% | +5,610 | New |
| Clearstead Advisors, LLC | 5,362 | $204.0K | 0.00% | −5,362−50.0% | Reduced |
| Icon Wealth Advisors, LLC | 5,337 | $203.0K | 0.01% | +5,337 | New |