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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2024 | MORGAN STANLEY | 1.01 M | $111.29 M | 2.03% | 0.09% |
| 05/13/2024 | FMR LLC | 529,196 | $58.32 M | 18.42% | 0.05% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 470,038 | $51.80 M | 1.85% | 0.04% |
| 05/15/2024 | TODD ASSET MANAGEMENT LLC | 306,432 | $33.77 M | 9.48% | 0.03% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 224,171 | $24.70 M | -31.40% | 0.02% |
| 05/10/2024 | BLACKROCK INC. | 206,088 | $22.71 M | -4.75% | 0.02% |
| 05/28/2024 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 175,640 | $19.36 M | 20.93% | 0.02% |
| 05/14/2024 | NORTHERN TRUST CORP | 131,673 | $14.51 M | 2.20% | 0.01% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 80,269 | $8.85 M | 6.86% | 0.01% |
| 05/15/2024 | EAGLE GLOBAL ADVISORS LLC | 78,259 | $8.62 M | -0.04% | 0.01% |
| 05/13/2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 67,550 | $7.44 M | -6.09% | 0.01% |
| 05/08/2024 | HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 59,017 | $6.50 M | 0.09% | 0.01% |
| 05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 58,322 | $6.43 M | -5.11% | 0.01% |
| 04/11/2024 | BOSTON COMMON ASSET MANAGEMENT, LLC | 58,169 | $6.41 M | 6.13% | 0.01% |
| 05/14/2024 | GROUPAMA ASSET MANAGMENT | 57,600 | $633,054 | 100.00% | 0.01% |
| 05/07/2024 | QRG CAPITAL MANAGEMENT, INC. | 51,899 | $5.72 M | 4.94% | 0.00% |
| 05/13/2024 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 47,400 | $5.22 M | 0.00% | 0.00% |
| 05/15/2024 | MERCER GLOBAL ADVISORS INC /ADV | 37,712 | $4.16 M | 0.54% | 0.00% |
| 04/25/2024 | NATIXIS ADVISORS, L.P. | 35,156 | $3.87 M | 2.58% | 0.00% |
| 04/12/2024 | GILMAN HILL ASSET MANAGEMENT, LLC | 32,090 | $3.54 M | 7.15% | 0.00% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 30,702 | $3.38 M | -3.81% | 0.00% |
| 05/13/2024 | PATHSTONE HOLDINGS, LLC | 25,991 | $2.86 M | 78.76% | 0.00% |
| 05/13/2024 | PARADIGM ASSET MANAGEMENT CO LLC | 24,100 | $2.66 M | 51.57% | 0.00% |
| 05/14/2024 | QUANTINNO CAPITAL MANAGEMENT LP | 22,131 | $2.44 M | 28.71% | 0.00% |
| 05/09/2024 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 19,825 | $2.18 M | 58.57% | 0.00% |
| 04/30/2024 | WAMBOLT & ASSOCIATES, LLC | 19,800 | $2.08 M | -4.71% | 0.00% |
| 05/07/2024 | SEI INVESTMENTS CO | 19,473 | $2.15 M | 21.79% | 0.00% |
| 05/13/2024 | CROSSMARK GLOBAL HOLDINGS, INC. | 19,154 | $2.11 M | -8.73% | 0.00% |
| 05/14/2024 | CERITY PARTNERS LLC | 18,982 | $2.09 M | 57.25% | 0.00% |
| 04/19/2024 | FIRST TRUST DIRECT INDEXING L.P. | 18,441 | $2.03 M | -5.05% | 0.00% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18,371 | $2.02 M | 30.61% | 0.00% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 18,279 | $2.01 M | -0.17% | 0.00% |
| 05/07/2024 | ASSETMARK, INC | 18,136 | $2.00 M | 4.64% | 0.00% |
| 04/29/2024 | NAPLES GLOBAL ADVISORS, LLC | 17,913 | $1.98 M | -0.97% | 0.00% |
| 04/24/2024 | RITHOLTZ WEALTH MANAGEMENT | 16,778 | $1.85 M | 2.06% | 0.00% |
| 05/15/2024 | CITADEL ADVISORS LLC | 16,760 | $1.85 M | 110.10% | 0.00% |
| 04/11/2024 | BTC CAPITAL MANAGEMENT, INC. | 14,876 | $1.64 M | 100.00% | 0.00% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 13,810 | $1.52 M | 0.00% | 0.00% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 13,345 | $1.47 M | -69.99% | 0.00% |
| 05/08/2024 | ATIVO CAPITAL MANAGEMENT LLC | 11,989 | $1.32 M | 126.21% | 0.00% |
| 05/15/2024 | MARINER, LLC | 11,788 | $1.30 M | 50.97% | 0.00% |
| 05/09/2024 | RHUMBLINE ADVISERS | 10,797 | $1.19 M | 3.06% | 0.00% |
| 05/14/2024 | VIDENT ADVISORY, LLC | 10,208 | $1.13 M | 20.68% | 0.00% |
| 05/15/2024 | ROYAL BANK OF CANADA | 9,394 | $1.04 M | 33.78% | 0.00% |
| 05/15/2024 | WETHERBY ASSET MANAGEMENT INC | 9,373 | $1.03 M | 0.14% | 0.00% |
| 04/23/2024 | FIFTH THIRD BANCORP | 9,274 | $1.02 M | -9.87% | 0.00% |
| 04/29/2024 | GREENLEAF TRUST | 8,750 | $964,250 | 0.00% | 0.00% |
| 05/15/2024 | CRESSET ASSET MANAGEMENT, LLC | 8,489 | $935,557 | 31.82% | 0.00% |
| 05/09/2024 | ORION PORTFOLIO SOLUTIONS, LLC | 8,390 | $924,608 | -0.69% | 0.00% |
| 05/03/2024 | CALLAN CAPITAL, LLC | 7,643 | $842,259 | 100.00% | 0.00% |
A. During the previous two years, 231 institutional investors and hedge funds held shares of ORIX Corporation. The most heavily invested institutionals were:
MORGAN STANLEY: 1.01 M
FMR LLC: 529,196
BANK OF AMERICA CORP /DE/: 470,038
TODD ASSET MANAGEMENT LLC: 306,432
WELLS FARGO & COMPANY/MN: 224,171
BlackRock Inc.: 206,088
A. 0.38% of ORIX Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 6.40 M shares in the last 24 months. This purchase volume represents approximately $734.65 M in transactions.
