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Get Institutions for : 
ORIX Corporation (ADR) (IX)  
$107.43 0.09 (0.08%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 144    8
Total shares held : 
 4,071,645  
% of shares held : 
 1.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 21,372  
% of shares held change : 
   0.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.32  
Last Quarter's Ending Price : 
 $93.39  
Last Quarter's Average Price : 
 $90.93  
Change from last quarter's     
avg. price to the last closing  : 
16.50 (18.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 21,600
 0.53%
 
Increased Positions :
61
 64,552
 1.59%
 
Unchanged Positions :
30
 160,077
 3.93%
 
Decreased Positions :
38
-51,646
-1.27%
 
Closed Positions :
7
-13,134
-0.32%
 
Guru Positions :
1
77
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1110 - 2024-03-31 1,009,922 $111,294,000 20,126
   FMR LLC 1264 - 2024-03-31 529,196 $58,317,000 82,329
   BANK OF AMERICA CORP /DE/ 1269 - 2024-03-31 470,038 $51,798,000 8,545
   VEREDUS ASSET MANAGEMENT LLC 65 - 2024-03-31 306,432 $33,769,000 26,536
   WELLS FARGO & CO/MN 1013 - 2024-03-31 224,171 $24,704,000 -102,619
   BLACKROCK INC. 2840 - 2024-03-31 206,088 $22,711,000 -10,266
   NORTHERN TRUST CORP 1821 - 2024-03-31 131,673 $14,510,000 2,839
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 185 - 2023-12-31 145,240 $13,564,000 -4,100
   AMERICAN CENTURY COMPANIES INC 1253 - 2024-03-31 80,269 $8,846,000 5,155
   EAGLE GLOBAL ADVISORS LLC 60 - 2024-03-31 78,259 $8,624,000 -30
   O SHAUGHNESSY ASSET MANAGEMENT LLC 269 - 2024-03-31 67,550 $7,444,000 -4,382
   Henry James International Management Inc. 14 - 2024-03-31 59,017 $6,504,000 54
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 819 - 2024-03-31 58,322 $6,427,000 -3,139
   BOSTON COMMON ASSET MANAGEMENT LLC 135 - 2024-03-31 58,169 $6,410,000 3,361
   QRG CAPITAL MANAGEMENT INC. 244 - 2024-03-31 51,899 $5,719,000 2,444
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 352 - 2024-03-31 47,400 $5,223,000 0
   MERCER GLOBAL ADVISORS INC /ADV 517 - 2024-03-31 37,712 $4,156,000 204
   NATIXIS ASSET MANAGEMENT ADVISORS LP 860 - 2024-03-31 35,156 $3,874,000 884
   GILMAN HILL ASSET MANAGEMENT, LLC 62 - 2024-03-31 32,090 $3,536,000 2,140
   ENVESTNET ASSET MANAGEMENT INC 2232 - 2024-03-31 30,702 $3,383,000 -1,215
   Pathstone Holdings LLC 744 - 2024-03-31 25,991 $2,864,000 11,451
   PARADIGM ASSET MANAGEMENT CO LLC/NY 21 - 2024-03-31 24,100 $2,656,000 8,200
   Quantinno Capital Management LP 440 - 2024-03-31 22,131 $2,439,000 4,936
   JustInvest LLC 370 - 2024-03-31 19,825 $2,185,000 7,323
   SEI INVESTMENTS CO 1601 - 2024-03-31 19,473 $2,145,000 3,484
   Crossmark Global Holdings Inc. 408 - 2024-03-31 19,154 $2,110,000 -1,831
   HPM Partners LLC 949 - 2024-03-31 18,982 $2,092,000 6,911
   Wambolt & Associates LLC 53 - 2024-03-31 19,800 $2,078,000 -979
   Veriti Management LLC 140 - 2024-03-31 18,441 $2,032,000 -980
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2588 - 2024-03-31 18,371 $2,024,000 4,305
   BANK OF NEW YORK MELLON CORP 2751 - 2024-03-31 18,279 $2,014,000 -31
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 586 - 2024-03-31 18,136 $1,999,000 804
   NAPLES GLOBAL ADVISORS LLC 144 - 2024-03-31 17,913 $1,980,000 -175
   Comprehensive Portfolio Management LLC 213 - 2024-03-31 16,778 $1,849,000 338
   CITADEL ADVISORS LLC 2473 - 2024-03-31 16,760 $1,847,000 8,783
   BTC Capital Management Inc. 113 - 2024-03-31 14,876 $1,639,000 -79
   DIMENSIONAL FUND ADVISORS INC 2843 - 2024-03-31 13,810 $1,522,000 0
   GOLDMAN SACHS GROUP INC/ 3329 - 2024-03-31 13,345 $1,471,000 -31,117
   ATIVO CAPITAL MANAGEMENT LLC 27 - 2024-03-31 11,989 $1,321,000 6,689
   MARINER WEALTH ADVISORS, LLC 1336 - 2024-03-31 11,788 $1,299,000 3,980
   RHUMBLINE ADVISERS 2153 - 2024-03-31 10,797 $1,190,000 321
   Vident Advisory LLC 543 - 2024-03-31 10,208 $1,125,000 1,749
   ADVISOR PARTNERS II LLC 449 - 2023-09-30 11,972 $1,124,000 924
   ROYAL BANK OF CANADA 2964 - 2024-03-31 9,394 $1,036,000 2,372
   WETHERBY ASSET MANAGEMENT INC 352 - 2024-03-31 9,373 $1,033,000 13
   FIFTH THIRD BANCORP 592 - 2024-03-31 9,274 $1,022,000 -1,016
   GREENLEAF TRUST 307 - 2024-03-31 8,750 $964,000 0
   Cresset Asset Management LLC 996 - 2024-03-31 8,489 $936,000 2,049
   Orion Portfolio Solutions LLC 1017 - 2024-03-31 8,390 $925,000 -58
   CALLAN CAPITAL, LLC 108 *New 2024-03-31 7,643 $842,000 7,643
   WHITTIER TRUST CO 388 - 2024-03-31 7,634 $841,000 1,147
   PNC FINANCIAL SERVICES GROUP INC 1259 - 2024-03-31 7,379 $813,000 36
   HIGHTOWER ADVISORS, LLC 1935 - 2024-03-31 6,945 $773,000 114
   STATE STREET CORP 3354 - 2024-03-31 6,717 $740,000 0
   US BANCORP 1290 - 2024-03-31 6,324 $697,000 -206
   CLS INVESTMENT FIRM LLC 872 - 2022-12-31 8,609 $693,000 1,045
   Lester Murray Antman dba SimplyRich 94 - 2024-03-31 6,279 $692,000 0
   DGS Capital Management LLC 99 - 2024-03-31 6,181 $681,000 503
   JANNEY MONTGOMERY SCOTT LLC 1787 - 2024-03-31 5,781 $637,000 -76
   GROUPAMA ASSET MANAGMENT 333 *New 2024-03-31 57,600 $633,000 57,600
   Strategic Global Advisors LLC 112 - 2024-03-31 5,673 $625,000 -64
   FIXED INCOME SECURITIES INC 855 - 2024-03-31 5,611 $618,000 1,022
   Systematic Alpha Investments LLC 146 - 2024-03-31 4,962 $547,000 0
   Ethic Inc. 767 - 2024-03-31 4,375 $482,000 365
   CREATIVE PLANNING 1869 - 2024-03-31 4,355 $480,000 162
   CITIGROUP INC 2776 - 2024-03-31 4,306 $475,000 -80
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 290 - 2024-03-31 4,307 $475,000 -2,575
   Mount Yale Investment Advisors LLC 364 - 2024-03-31 4,293 $473,000 -2,541
   Sequoia Financial Advisors LLC 705 - 2024-03-31 4,260 $469,000 -35
   Kathmere Capital Management LLC 175 - 2024-03-31 4,244 $468,000 126
   D E SHAW & CO INC 2296 - 2024-03-31 4,239 $467,000 -3,003
   AlphaQ Advisors LLC 83 - 2024-03-31 4,204 $463,000 170
   CI Private Wealth LLC 1668 - 2024-03-31 4,169 $459,000 42
   YOUSIF CAPITAL MANAGEMENT LLC 1540 - 2024-03-31 4,147 $457,000 60
   SIGNATUREFD, LLC 533 - 2024-03-31 4,108 $453,000 -260
   BNP PARIBAS ARBITRAGE SA 2183 - 2024-03-31 3,801 $419,000 801
   MCCORMACK ADVISORS INTERNATIONAL 800 - 2024-03-31 3,592 $396,000 402
   AMERIPRISE FINANCIAL INC 3428 - 2024-03-31 3,484 $384,000 -377
   Aaron Wealth Advisors 189 - 2024-03-31 3,480 $383,000 1,005
   UBS Group AG 4321 - 2024-03-31 3,149 $347,000 192
   FINANCIAL COUNSELORS INC 480 - 2024-03-31 3,051 $336,000 0
   LAKE STREET ADVISORS GROUP LLC 437 - 2024-03-31 3,005 $331,000 83
   JOHNSON INVESTMENT COUNSEL INC 592 - 2024-03-31 2,959 $326,000 0
   MML INVESTORS SERVICES LLC 2056 - 2024-03-31 2,892 $319,000 289
   PARK AVENUE SECURITIES LLC 1153 - 2024-03-31 2,835 $312,000 77
   FRANKLIN RESOURCES INC 2323 - 2024-03-31 2,785 $307,000 -14
   NEUBERGER BERMAN GROUP LLC 1634 *New 2024-03-31 2,654 $292,000 2,654
   CAMPBELL & CO INVESTMENT ADVISER LLC 919 - 2024-03-31 2,618 $289,000 -1,049
   Checchi Capital Advisers LLC 468 - 2024-03-31 2,428 $268,000 -23
   QUADRANT CAPITAL GROUP LLC 510 - 2024-03-31 2,396 $264,000 -41
   First Affirmative Financial Network 182 - 2024-03-31 2,278 $251,000 94
   Prosperity Consulting Group LLC 293 *New 2024-03-31 2,271 $250,000 2,271
   RNC CAPITAL MANAGEMENT LLC 135 - 2023-12-31 2,660 $248,000 0
   PDS Planning Inc 324 *New 2024-03-31 2,131 $235,000 2,131
   AQR CAPITAL MANAGEMENT LLC 2216 *New 2024-03-31 2,098 $231,000 2,098
   PITCAIRN CO 658 *New 2024-03-31 2,069 $228,000 2,069
   Pinnacle Wealth Planning Services Inc. 379 *New 2024-03-31 2,059 $227,000 2,059
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 978 *New 2024-03-31 1,998 $220,000 1,998
   DORSEY & WHITNEY TRUST CO LLC 574 *New 2024-03-31 1,989 $219,000 1,989
   J P MORGAN CHASE & CO 4166 - 2024-03-31 1,971 $217,000 520
  100 Records found
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