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Get Institutions for : 
ORIX Corporation (ADR) (IX)  
$108.33 3.12 (2.8%) as of 4:30 Fri 5/10


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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  : 
17.40 (19.14%)  




 
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
   FMR LLC 1350 - 2023-12-31 446,867 $41,733,000 7,738
   AMERICAN CENTURY COMPANIES INC 1284 - 2023-12-31 75,114 $7,015,000 6,550
   Henry James International Management Inc. 14 - 2024-03-31 59,017 $6,504,000 54
   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
   QRG CAPITAL MANAGEMENT INC. 244 - 2024-03-31 51,899 $5,719,000 2,444
   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 2214 - 2023-12-31 31,917 $2,981,000 1,342
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2588 - 2024-03-31 18,371 $2,024,000 4,305
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 586 - 2024-03-31 18,136 $1,999,000 804
   Crossmark Global Holdings Inc. 402 - 2023-12-31 20,985 $1,960,000 1,221
   Comprehensive Portfolio Management LLC 213 - 2024-03-31 16,778 $1,849,000 338
   Quantinno Capital Management LP 461 - 2023-12-31 17,195 $1,606,000 1,933
   ATIVO CAPITAL MANAGEMENT LLC 27 - 2024-03-31 11,989 $1,321,000 6,689
   RHUMBLINE ADVISERS 2153 - 2024-03-31 10,797 $1,190,000 321
   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
   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
   Vident Advisory LLC 628 - 2023-12-31 8,459 $790,000 1,185
   HIGHTOWER ADVISORS, LLC 1935 - 2024-03-31 6,945 $773,000 114
   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
   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
   Mount Yale Investment Advisors LLC 272 - 2023-12-31 6,834 $638,000 118
   JANE STREET GROUP LLC 3722 - 2023-12-31 6,554 $612,000 3,565
   Kathmere Capital Management LLC 175 - 2024-03-31 4,244 $468,000 126
   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
   FIXED INCOME SECURITIES INC 941 - 2023-12-31 4,589 $429,000 925
   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
   Aaron Wealth Advisors 189 - 2024-03-31 3,480 $383,000 1,005
   Ethic Inc. 825 - 2023-12-31 4,010 $374,000 500
   PARK AVENUE SECURITIES LLC 1153 - 2024-03-31 2,835 $312,000 77
   UBS Group AG 4357 - 2023-12-31 2,957 $276,000 215
   FRANKLIN RESOURCES INC 2175 - 2023-12-31 2,799 $261,000 93
   First Affirmative Financial Network 182 - 2024-03-31 2,278 $251,000 94
   CAPTRUST FINANCIAL ADVISORS 2251 - 2023-12-31 2,596 $242,000 146
   J P MORGAN CHASE & CO 4166 - 2024-03-31 1,971 $217,000 520
   Parallel Advisors LLC 836 - 2024-03-31 1,871 $206,000 21
   CWM LLC 1894 - 2024-03-31 863 $95,000 51
   GAMMA Investing LLC 673 - 2024-03-31 840 $93,000 182
   ATLAS CAPITAL ADVISORS LLC 495 - 2024-03-31 617 $68,000 41
   WHITTIER TRUST CO OF NEVADA INC 678 - 2024-03-31 465 $51,000 396
   TOWER RESEARCH CAPITAL LLC 3290 - 2023-12-31 410 $38,000 199
   EverSource Wealth Advisors LLC 1088 - 2023-12-31 313 $29,000 62
   Aquatic Capital Management LLC 1189 - 2023-12-31 300 $28,000 300
   Farther Finance Advisors LLC 1260 - 2023-12-31 266 $25,000 234
   PRINCIPAL SECURITIES INC. 2069 - 2024-03-31 155 $17,000 58
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 455 - 2024-03-31 145 $16,000 4
   GANNETT WELSH & KOTLER 804 - 2024-03-31 53 $6,000 30
   RFP Financial Group LLC 464 - 2024-03-31 55 $6,000 21
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 711 - 2023-12-31 29 $3,000 14

  61 Records found
  1    
  Page 1 of 1
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