ORIX Corp Files 13F, Reports $36.5M Holding in Ormat Technologies
ORIX CORP
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Filing Summary
ORIX Corp Files 13F, Reports $36.5M Holding
Company: ORIX Corp (IX) Form: 13F-HR | Filed: 2025-11-13 Significance: Low
Filer: ORIX Corp Title: Institutional Filer
Holding Details (as of 2025-09-30): • Asset: Ormat Technologies Inc (ORA) • Shares Held: 379,767 • Reported Value: $36,552,574
Key Insight: This is a routine quarterly disclosure of US equity holdings by ORIX Corp, a large Japanese financial services group. The reported holding represents a very small fraction (approx. 0.14%) of ORIX's $26.97B market capitalization and is considered immaterial.
Market Context: Form 13F filings provide transparency into the portfolios of large institutional investors, revealing their positions at the end of a quarter.
Comprehensive Analysis
SEC Filing Analysis: ORIX Corp (IX)
Executive Summary
- Trading Significance: Low
- Key Takeaway: ORIX Corp filed its routine quarterly 13F-HR, disclosing a $36.5 million position in Ormat Technologies Inc. This holding is not material to ORIX's overall financial position.
- Market Impact: Neutral. This is a standard disclosure with no expected impact on ORIX's stock.
Filer Information
| Field | Value |
|---|---|
| Company | ORIX Corp |
| Ticker Symbol | IX |
| CIK | 0001070304 |
| Industry | Miscellaneous Business Credit Institution |
Filing Details
| Field | Value |
|---|---|
| Form Type | 13F-HR |
| Period of Report | 2025-09-30 |
| Filing Date | 2025-11-13 |
| Total Holdings Value | $36,552,574 |
Holdings Details
This filing reports institutional holdings as of the end of the quarter. The primary holding disclosed is:
| Issuer | Security Type | Shares Held | Market Value |
|---|---|---|---|
| ORMAT TECHNOLOGIES INC | Common Stock | 379,767 | $36,552,574 |
Financial Impact Assessment
Position Materiality
| Metric | Value |
|---|---|
| Total Reported Holdings Value | $36,552,574 |
| Filer Market Cap | $26.97 billion |
| Holdings Value as % of Market Cap | 0.14% |
| Materiality Assessment | Low |
Impact Evaluation
- Market Cap Context: For a large-cap company like ORIX Corp, with a market capitalization of nearly $27 billion, a reported U.S. equity portfolio of $36.5 million is minimal. This position represents a very small fraction of the firm's total assets and investment activities.
- Transaction Significance: The filing is a standard, legally required disclosure for institutional investors managing over $100 million in certain U.S. securities. The size of the holding relative to ORIX's market cap is negligible, indicating this is a routine investment and not a strategic, high-conviction bet that would signal a major shift in strategy.
Market Impact Analysis
Stock Impact Prediction
- Direction: Neutral
- Reasoning: A 13F-HR filing is a backward-looking statement of holdings. The disclosed position is immaterial to the filer's overall valuation and operations. It provides minor insight into a small part of ORIX's investment portfolio but is not a market-moving event for the company's stock.
Volume & Sentiment
- Expected Volume Impact: None. This is a routine compliance filing.
- Sentiment Indicator: Neutral. The filing confirms ORIX maintains a small position in the U.S. market via Ormat Technologies but does not imply a bullish or bearish stance on its own business or the market at large.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.