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Get Institutions for : 
ORIX Corporation (ADR) (IX)  
$102.56 0.07 (0.07%) as of 4:30 Fri 4/26


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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  : 
11.63 (12.79%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1207 - 2023-12-31 989,796 $92,437,000 3,309
   BANK OF AMERICA CORP /DE/ 1255 - 2023-12-31 461,493 $43,099,000 -8,221
   FMR LLC 1350 - 2023-12-31 446,867 $41,733,000 7,738
   WELLS FARGO & CO/MN 867 - 2023-12-31 326,790 $30,519,000 1,808
   VEREDUS ASSET MANAGEMENT LLC 78 - 2023-12-31 279,896 $26,139,000 -5,992
   BLACKROCK INC. 2925 - 2023-12-31 216,354 $20,205,000 -7,479
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 185 - 2023-12-31 145,240 $13,564,000 -4,100
   NORTHERN TRUST CORP 1932 - 2023-12-31 128,834 $12,032,000 -1,335
   EAGLE GLOBAL ADVISORS LLC 60 - 2023-12-31 78,289 $7,311,000 -190
   AMERICAN CENTURY COMPANIES INC 1284 - 2023-12-31 75,114 $7,015,000 6,550
   O SHAUGHNESSY ASSET MANAGEMENT LLC 257 - 2023-12-31 71,932 $6,718,000 -9,472
   BOSTON COMMON ASSET MANAGEMENT LLC 135 - 2024-03-31 58,169 $6,410,000 3,361
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 710 - 2023-12-31 61,461 $5,740,000 5,962
   Henry James International Management Inc. 14 - 2023-12-31 58,963 $5,507,000 0
   QRG CAPITAL MANAGEMENT INC. 272 - 2023-12-31 49,455 $4,619,000 329
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 439 - 2023-12-31 47,400 $4,427,000 0
   GOLDMAN SACHS GROUP INC/ 2678 - 2023-12-31 44,462 $4,152,000 -400
   GILMAN HILL ASSET MANAGEMENT, LLC 62 - 2024-03-31 32,090 $3,536,000 2,140
   MERCER GLOBAL ADVISORS INC /ADV 565 - 2023-12-31 37,508 $3,503,000 -1,185
   NATIXIS ASSET MANAGEMENT ADVISORS LP 887 - 2023-12-31 34,272 $3,200,000 3,190
   ENVESTNET ASSET MANAGEMENT INC 2214 - 2023-12-31 31,917 $2,981,000 1,342
   Veriti Management LLC 140 - 2024-03-31 18,441 $2,032,000 -980
   Crossmark Global Holdings Inc. 402 - 2023-12-31 20,985 $1,960,000 1,221
   Wambolt & Associates LLC 45 - 2023-12-31 20,779 $1,941,000 56
   BANK OF NEW YORK MELLON CORP 2899 - 2023-12-31 18,310 $1,710,000 4,303
   NAPLES GLOBAL ADVISORS LLC 156 - 2023-12-31 18,088 $1,689,000 330
   BTC Capital Management Inc. 113 - 2024-03-31 14,876 $1,639,000 -79
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 572 - 2023-12-31 17,332 $1,619,000 367
   Quantinno Capital Management LP 461 - 2023-12-31 17,195 $1,606,000 1,933
   Comprehensive Portfolio Management LLC 221 - 2023-12-31 16,440 $1,535,000 71
   SEI INVESTMENTS CO 1720 - 2023-12-31 15,989 $1,493,000 2,049
   PARADIGM ASSET MANAGEMENT CO LLC/NY 54 - 2023-12-31 15,900 $1,485,000 -400
   Pathstone Holdings LLC 910 - 2023-12-31 14,540 $1,358,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2746 - 2023-12-31 14,066 $1,314,000 3,378
   DIMENSIONAL FUND ADVISORS INC 2881 - 2023-12-31 13,810 $1,290,000 280
   JustInvest LLC 550 - 2023-12-31 12,502 $1,168,000 2,526
   HPM Partners LLC - 2023-12-31 12,071 $1,127,000 1,558
   ADVISOR PARTNERS II LLC 449 - 2023-09-30 11,972 $1,124,000 924
   RHUMBLINE ADVISERS 2259 - 2023-12-31 10,476 $978,000 56
   FIFTH THIRD BANCORP 595 - 2023-12-31 10,290 $961,000 -301
   WETHERBY ASSET MANAGEMENT INC 382 - 2023-12-31 9,360 $874,000 -145
   Orion Portfolio Solutions LLC 1030 - 2023-12-31 8,448 $820,000 -110
   GREENLEAF TRUST 326 - 2023-12-31 8,750 $817,000 -1,461
   Vident Advisory LLC 628 - 2023-12-31 8,459 $790,000 1,185
   CITADEL ADVISORS LLC 3196 - 2023-12-31 7,977 $745,000 165
   MARINER WEALTH ADVISORS, LLC 1658 - 2023-12-31 7,808 $729,000 87
   CLS INVESTMENT FIRM LLC 872 - 2022-12-31 8,609 $693,000 1,045
   PNC FINANCIAL SERVICES GROUP INC 1329 - 2023-12-31 7,343 $686,000 41
   DGS Capital Management LLC 99 - 2024-03-31 6,181 $681,000 503
   D E SHAW & CO INC 2100 - 2023-12-31 7,242 $676,000 1,246
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 287 - 2023-12-31 6,882 $643,000 0
   HIGHTOWER ADVISORS, LLC 2093 - 2023-12-31 6,831 $639,000 -33
   Mount Yale Investment Advisors LLC 272 - 2023-12-31 6,834 $638,000 118
   ROYAL BANK OF CANADA 3455 - 2023-12-31 7,022 $633,000 -38
   STATE STREET CORP 3389 - 2023-12-31 6,717 $627,000 0
   XY Capital Ltd *New 2023-12-31 6,687 $624,000 6,687
   JANE STREET GROUP LLC 3722 - 2023-12-31 6,554 $612,000 3,565
   US BANCORP 1374 - 2023-12-31 6,530 $610,000 143
   WHITTIER TRUST CO 445 - 2023-12-31 6,487 $606,000 877
   Cresset Asset Management LLC 1114 - 2023-12-31 6,440 $601,000 -148
   Lester Murray Antman dba SimplyRich - 2023-12-31 6,279 $586,000 0
   JANNEY MONTGOMERY SCOTT LLC 1816 - 2023-12-31 5,857 $547,000 -46
   Strategic Global Advisors LLC 124 - 2023-12-31 5,737 $536,000 -1,313
   ATIVO CAPITAL MANAGEMENT LLC - 2023-12-31 5,300 $495,000 0
   Kathmere Capital Management LLC 175 - 2024-03-31 4,244 $468,000 126
   Systematic Alpha Investments LLC 147 - 2023-12-31 4,962 $463,000 0
   FIXED INCOME SECURITIES INC 941 - 2023-12-31 4,589 $429,000 925
   CITIGROUP INC 2705 - 2023-12-31 4,386 $410,000 -327
   SIGNATUREFD, LLC 532 - 2023-12-31 4,368 $408,000 -21
   Sequoia Financial Advisors LLC - 2023-12-31 4,295 $401,000 250
   CREATIVE PLANNING 1878 - 2023-12-31 4,193 $392,000 -17
   CI Private Wealth LLC 1736 - 2023-12-31 4,127 $385,000 -57
   YOUSIF CAPITAL MANAGEMENT LLC 1634 - 2023-12-31 4,087 $382,000 0
   AlphaQ Advisors LLC 94 - 2023-12-31 4,034 $377,000 603
   Ethic Inc. 825 - 2023-12-31 4,010 $374,000 500
   AMERIPRISE FINANCIAL INC 3484 - 2023-12-31 3,861 $361,000 -293
   CAMPBELL & CO INVESTMENT ADVISER LLC 870 - 2023-12-31 3,667 $342,000 647
   Advisor Group Holdings Inc. 3503 - 2023-12-31 3,504 $328,000 -1,141
   PARK AVENUE SECURITIES LLC 1153 - 2024-03-31 2,835 $312,000 77
   MCCORMACK ADVISORS INTERNATIONAL 801 - 2023-12-31 3,190 $298,000 -227
   FINANCIAL COUNSELORS INC - 2023-12-31 3,051 $285,000 65
   BNP PARIBAS ARBITRAGE SA 2295 - 2023-12-31 3,000 $280,000 -900
   UBS Group AG 4357 - 2023-12-31 2,957 $276,000 215
   JOHNSON INVESTMENT COUNSEL INC 606 - 2023-12-31 2,959 $276,000 500
   LAKE STREET ADVISORS GROUP LLC 298 *New 2023-12-31 2,922 $273,000 2,922
   FRANKLIN RESOURCES INC 2175 - 2023-12-31 2,799 $261,000 93
   OLD MISSION CAPITAL LLC 774 *New 2023-12-31 2,723 $254,000 2,723
   First Affirmative Financial Network 182 - 2024-03-31 2,278 $251,000 94
   RNC CAPITAL MANAGEMENT LLC 135 - 2023-12-31 2,660 $248,000 0
   MML INVESTORS SERVICES LLC 2182 *New 2023-12-31 2,603 $243,000 2,603
   CAPTRUST FINANCIAL ADVISORS 2251 - 2023-12-31 2,596 $242,000 146
   Aaron Wealth Advisors - 2023-12-31 2,475 $231,000 129
   Checchi Capital Advisers LLC 497 - 2023-12-31 2,451 $229,000 218
   QUADRANT CAPITAL GROUP LLC 545 - 2023-12-31 2,437 $228,000 1
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2886 - 2023-12-31 2,440 $228,000 -36
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4819 *New 2023-12-31 2,263 $211,000 2,263
   Knights of Columbus Asset Advisors LLC 316 *New 2023-12-31 1,970 $184,000 1,970
   Parallel Advisors LLC 865 - 2023-12-31 1,850 $173,000 5
   J P MORGAN CHASE & CO 4372 - 2023-12-31 1,451 $136,000 -1,441
   CWM LLC 1894 - 2024-03-31 863 $95,000 51

  100 Records found
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