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ORIX CORPORATION SPONSORED ADR
ORIX CORPORATION SPONSORED ADR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 95 Institutional holders with a total value of $230,636,960.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KANALY TRUST CO 16 1,000 0.00%
2 FineMark National Bank & Trust 15 1,000 0.00%
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13 1,000 0.00%
4 Creative Planning 32 2,000 0.00%
5 GUPTA WEALTH MANAGEMENT LLC 33 2,000 0.00%
6 LADENBURG THALMANN FINANCIAL SERVICES INC. 29 2,000 0.00%
7 REILLY FINANCIAL ADVISORS, LLC 42 3,000 0.00%
8 SIGNATUREFD, LLC 38 3,000 0.00%
9 MARINER WEALTH ADVISORS-NYC, LLC 42 3,000 0.00%
10 D.A. DAVIDSON & CO. 51 3,000 0.00%
11 WEALTHCARE CAPITAL MANAGEMENT LLC 51 4,000 0.00%
12 Clean Yield Group 64 5,000 0.00%
13 AMERICAN INTERNATIONAL GROUP, INC. 83 5,838 0.00%
14 FIRST MANHATTAN CO. LLC. 95 6,000 0.00%
15 Cable Hill Partners, LLC 79 6,000 0.00%
16 LS Investment Advisors, LLC 100 7,000 0.00%
17 FARMERS & MERCHANTS INVESTMENTS INC 118 8,000 0.00%
18 First Horizon Advisors, Inc. 140 10,000 0.00%
19 SEI INVESTMENTS CO 162 11,000 0.00%
20 MOTCO 160 11,000 0.00%
21 Cornerstone Advisors, Inc. 193 14,000 0.01%
22 Simplicity Solutions, LLC 230 16,178 0.01%
23 ZIONS BANCORPORATION 345 24,000 0.01%
24 ENTERPRISE FINANCIAL SERVICES CORP 406 29,000 0.01%
25 BlackRock Investment Management, LLC 432 30,000 0.01%
26 Advisors Preferred, LLC 511 35,944 0.02%
27 DREMAN VALUE MANAGEMENT, L L C 690 49,000 0.02%
28 BANK OF AMERICA CORP /DE/ 725 51,000 0.02%
29 OFI Advisors LLC 746 52,000 0.02%
30 Bartlett & Co. LLC 1,000 70,000 0.03%
31 CENTRAL TRUST Co 1,094 77,000 0.03%
32 BARCLAYS PLC 1,273 91,000 0.04%
33 HUNTINGTON NATIONAL BANK 2,522 177,000 0.08%
34 FULTON BANK, N.A. 3,361 236,000 0.10%
35 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,355 236,000 0.10%
36 BANCORPSOUTH INC 3,592 253,000 0.11%
37 RHUMBLINE ADVISERS 4,171 293,000 0.13%
38 GEODE CAPITAL MANAGEMENT, LLC 4,303 302,000 0.13%
39 Private Advisor Group, LLC 4,760 335,000 0.15%
40 CREDIT SUISSE AG/ 4,923 346,000 0.15%
41 J.P. Morgan Private Wealth Advisors LLC 5,129 361,000 0.16%
42 AMERIPRISE FINANCIAL INC 5,500 387,000 0.17%
43 1st Global Advisors, Inc. 5,511 388,000 0.17%
44 Calvert Investment Management, Inc. 5,740 404,000 0.18%
45 DEUTSCHE BANK AG\ 6,753 474,000 0.21%
46 DIMENSIONAL FUND ADVISORS LP 7,199 506,000 0.22%
47 TWO SIGMA ADVISERS, LP 7,300 513,000 0.22%
48 Virtu KCG Holdings LLC 7,312 514,000 0.22%
49 Laird Norton Wetherby Wealth Management, LLC 7,399 520,000 0.23%
50 CITIGROUP INC 8,520 599,000 0.26%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.