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 |
|---|---|---|---|---|---|
| Norden Group LLC | 5,271 | $200.5K | 0.02% | +5,271 | New |
| Deutsche Bank AG | 4,727 | $179.8K | 0.00% | +2,433+106.1% | Added |
| Farther Finance Advisors, LLC | 3,894 | $148.1K | 0.00% | +291+8.1% | Added |
| Huntington National Bank | 3,703 | $140.9K | 0.00% | −358−8.8% | Reduced |
| Cromwell Holdings LLC | 3,050 | $116.0K | 0.05% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,508 | $95.4K | 0.01% | +1,126+81.5% | Added |
| Russell Investments Group, Ltd. | 2,316 | $88.1K | 0.00% | +553+31.4% | Added |
| EverSource Wealth Advisors, LLC | 2,104 | $80.0K | 0.00% | −2,815−57.2% | Reduced |
| Salomon & Ludwin, LLC | 1,940 | $74.5K | 0.01% | −165−7.8% | Reduced |
| Allworth Financial LP | 1,850 | $70.4K | 0.00% | +167+9.9% | Added |
| WealthCollab, LLC | 1,823 | $69.3K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,821 | $69.3K | 0.00% | −899−33.1% | Reduced |
| Brentview Investment Management LLC | 1,760 | $67.0K | 0.03% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,490 | $56.7K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,464 | $55.7K | 0.04% | −81−5.2% | Reduced |
| Larson Financial Group LLC | 1,313 | $49.9K | 0.00% | +247+23.2% | Added |
| Owl Creek Wealth Partners LLC | 1,304 | $49.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,246 | $47.4K | 0.00% | +1,001+408.6% | Added |
| Ronald Blue Trust, Inc. | 1,223 | $46.5K | 0.00% | +1+0.1% | Added |
| Custom Index Systems, LLC | 984 | $37.4K | 0.01% | +984 | New |
| Boyd Watterson Asset Management LLC | 965 | $36.7K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 905 | $34.4K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 894 | $34.0K | 0.00% | +885+9,833.3% | Added |
| Umb Bank N A | 740 | $28.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 708 | $26.9K | 0.01% | +97+15.9% | Added |
| IFP Advisors, Inc | 654 | $24.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 622 | $23.7K | 0.00% | −72−10.4% | Reduced |
| ZRC Wealth Management, LLC | 604 | $23.0K | 0.01% | +604 | New |
| Bayban | 590 | $22.4K | 0.02% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 522 | $19.8K | 0.01% | +522 | New |
| Evolution Wealth Management Inc. | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 489 | $18.6K | 0.00% | −24−4.7% | Reduced |
| Financial Management Professionals, Inc. | 483 | $18.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 475 | $18.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 474 | $18.0K | 0.00% | +61+14.8% | Added |
| Capital Analysts, LLC | 475 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 465 | $17.7K | 0.00% | +121+35.2% | Added |
| Bell Investment Advisors, Inc | 456 | $17.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 425 | $16.2K | 0.00% | +25+6.3% | Added |
| Bessemer Group Inc | 402 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 403 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 394 | $15.0K | 0.01% | +157+66.2% | Added |
| LRI Investments, LLC | 372 | $14.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 320 | $12.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 305 | $12.0K | 0.00% | +5+1.7% | Added |
| UMA Financial Services, Inc. | 303 | $11.5K | 0.00% | +13+4.5% | Added |
| SHP Wealth Management | 279 | $10.6K | 0.00% | +1+0.4% | Added |
| Signature Equity Partners, LLC | 262 | $9.97K | 0.00% | +57+27.8% | Added |
| Parkside Financial Bank & Trust | 247 | $9.40K | 0.00% | +2+0.8% | Added |
| Pinnacle Bancorp, Inc. | 243 | $9.24K | 0.00% | +68+38.9% | Added |
| Dogwood Wealth Management LLC | 241 | $9.17K | 0.00% | +36+17.6% | Added |
| Cullen/Frost Bankers, Inc. | 235 | $8.93K | 0.00% | +142+152.7% | Added |
| Raffa Wealth Management, LLC | 212 | $8.06K | 0.00% | +27+14.6% | Added |
| Manning & Napier Advisors LLC | 188 | $7.22K | 0.00% | −11−5.5% | Reduced |
| First Command Advisory Services, Inc. | 185 | $7.04K | 0.00% | +145+362.5% | Added |
| CVA Family Office, LLC | 168 | $6.39K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 168 | $6.39K | 0.00% | +116+223.1% | Added |
| Continuum Advisory, LLC | 161 | $6.12K | 0.00% | +161 | New |
| Zions Bancorporation, National Association | 160 | $6.09K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 159 | $6.05K | 0.00% | +19+13.6% | Added |
| Aventura Private Wealth, LLC | 159 | $6.05K | 0.00% | +159 | New |
| Retirement Wealth Solutions LLC | 153 | $5.82K | 0.00% | +106+225.5% | Added |
| IMA Wealth, Inc. | 136 | $5.17K | 0.00% | +51+60.0% | Added |
| Creative Financial Designs Inc | 135 | $5.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 125 | $4.75K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 116 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 115 | $4.38K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 109 | $4.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 107 | $4.07K | 0.00% | +50+87.7% | Added |
| MV Capital Management, Inc. | 106 | $4.03K | 0.00% | +58+120.8% | Added |
| Nisa Investment Advisors, LLC | 106 | $4.03K | 0.00% | +29+37.7% | Added |
| Action Point Financial Planning, LLC | 99 | $3.73K | 0.00% | +99 | New |
| Arlington Trust Co LLC | 97 | $3.69K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 81 | $3.07K | 0.00% | −135−62.5% | Reduced |
| JPL Wealth Management, LLC | 80 | $3.04K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 80 | $3.04K | 0.00% | +80 | New |
| Quent Capital, LLC | 75 | $2.85K | 0.00% | +75 | New |
| Manchester Capital Management LLC | 70 | $2.66K | 0.00% | −720−91.1% | Reduced |
| Independence Bank of Kentucky | 70 | $2.66K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $2.66K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 70 | $2.66K | 0.00% | −6−7.9% | Reduced |
| Nemes Rush Group LLC | 67 | $2.55K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 65 | $2.47K | 0.00% | +65 | New |
| Burk Holdings LLC | 57 | $2.17K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 54 | $2.06K | 0.00% | +54 | New |
| Financial Network Wealth Advisors LLC | 54 | $2.05K | 0.00% | +11+25.6% | Added |
| WPG Advisers, LLC | 54 | $2.05K | 0.00% | +31+134.8% | Added |
| CX Institutional | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 50 | $1.96K | 0.00% | +50 | New |
| Highland Investment Advisors LLC | 51 | $1.94K | 0.00% | +51 | New |
| American Capital Advisory, LLC | 48 | $1.83K | 0.00% | −97−66.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 47 | $1.79K | 0.00% | +12+34.3% | Added |
| Grove Bank & Trust | 45 | $1.71K | 0.00% | +10+28.6% | Added |
| Motco | 43 | $1.64K | 0.00% | +43 | New |
| BOK Financial Private Wealth, Inc. | 36 | $1.37K | 0.00% | +36 | New |
| Golden State Wealth Management, LLC | 35 | $1.33K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 35 | $1.33K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 35 | $1.33K | 0.00% | +35 | New |
| Cornerstone Planning Group LLC | 30 | $1.22K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $1.18K | 0.00% | +31 | New |