INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ORIX CORP ownership

ORIX CORP's ticker is IX and the CUSIP is 686330101. A total of 119 filers reported holding ORIX CORP in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ORIX CORP
ValueSharesWeighting
Q3 2023$711
+2.9%
80.0%0.00%
Q2 2023$691
+12.7%
8
+14.3%
0.00%
Q1 2023$613
+2.0%
70.0%0.00%
Q4 2022$601
-39.9%
70.0%0.00%
Q3 2022$1,0000.0%70.0%0.00%
Q2 2022$1,0000.0%70.0%0.00%
Q1 2022$1,0000.0%70.0%0.00%
Q4 2021$1,0000.0%70.0%0.00%
Q3 2021$1,0000.0%70.0%0.00%
Q2 2021$1,0000.0%70.0%0.00%
Q1 2021$1,0000.0%70.0%0.00%
Q4 2020$1,00070.0%0.00%
Q3 2020$070.0%0.00%
Q2 2020$070.0%0.00%
Q1 2020$0
-100.0%
70.0%0.00%
Q4 2019$1,00070.0%0.00%
Q3 2019$070.0%0.00%
Q2 2019$07
+16.7%
0.00%
Q1 2019$060.0%0.00%
Q4 2018$0
-100.0%
60.0%0.00%
Q3 2018$1,0000.0%60.0%0.00%
Q2 2018$1,0000.0%60.0%0.00%
Q1 2018$1,00060.00%
Other shareholders
ORIX CORP shareholders Q1 2023
NameSharesValueWeighting ↓
Henry James International Management Inc. 54,459$3,407,0001.39%
TODD ASSET MANAGEMENT LLC 272,328$17,040,0000.51%
Gilman Hill Asset Management, LLC 19,083$1,194,0000.46%
Princeton Global Asset Management LLC 16,876$1,056,0000.43%
EAGLE GLOBAL ADVISORS LLC 64,638$4,044,0000.36%
Strategic Global Advisors, LLC 23,662$1,481,0000.28%
NAPLES GLOBAL ADVISORS, LLC 20,585$1,288,0000.25%
Lester Murray Antman dba SimplyRich 7,314$458,0000.23%
Campbell & CO Investment Adviser LLC 3,583$224,0000.17%
Boston Common Asset Management, LLC 23,462$1,468,0000.14%
View complete list of ORIX CORP shareholders