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

Institutional Holders (2016Q3)
Portfolio Summary: 123 Institutional holders with a total value of $301,523,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MOTCO 14 1,000 0.00%
2 NewSquare Capital LLC 30 2,000 0.00%
3 REILLY FINANCIAL ADVISORS, LLC 42 3,000 0.00%
4 LADENBURG THALMANN FINANCIAL SERVICES INC. 36 3,000 0.00%
5 First Horizon Advisors, Inc. 43 3,000 0.00%
6 FIRST INTERSTATE BANK 55 4,000 0.00%
7 Winfield Associates, Inc. 65 5,000 0.00%
8 KANALY TRUST CO 66 5,000 0.00%
9 MSI Financial Services Inc 67 5,000 0.00%
10 MANUFACTURERS LIFE INSURANCE COMPANY, THE 86 6,000 0.00%
11 LS Investment Advisors, LLC 100 7,000 0.00%
12 JPMORGAN CHASE & CO 153 11,000 0.00%
13 D.A. DAVIDSON & CO. 176 11,000 0.00%
14 FARMERS & MERCHANTS INVESTMENTS INC 168 12,000 0.00%
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 165 12,000 0.00%
16 THOMPSON DAVIS & CO., INC. 177 13,000 0.00%
17 Cornerstone Advisors, Inc. 214 16,000 0.01%
18 PROFICIO CAPITAL PARTNERS LLC 235 17,000 0.01%
19 GLENMEDE TRUST CO NA 253 18,000 0.01%
20 SCHRODER INVESTMENT MANAGEMENT GROUP 260 19,000 0.01%
21 Perigon Wealth Management, LLC 291 22,000 0.01%
22 Creative Planning 316 23,000 0.01%
23 ZIONS BANCORPORATION 376 26,000 0.01%
24 IFP ADVISORS, INC 359 27,000 0.01%
25 BALENTINE LLC 390 29,000 0.01%
26 ENTERPRISE FINANCIAL SERVICES CORP 420 31,000 0.01%
27 DREMAN VALUE MANAGEMENT, L L C 564 42,000 0.01%
28 QUADRANT CAPITAL GROUP LLC 751 47,000 0.02%
29 Walleye Trading LLC 900 67,000 0.02%
30 Bartlett & Co. LLC 1,000 74,000 0.02%
31 JNBA Financial Advisors 1,171 87,000 0.03%
32 SIGNATUREFD, LLC 1,171 87,000 0.03%
33 JACOBI CAPITAL MANAGEMENT LLC 1,489 106,000 0.04%
34 SEI INVESTMENTS CO 1,700 127,000 0.04%
35 ASSETMARK, INC 2,055 152,000 0.05%
36 CYPRESS WEALTH ADVISORS LLC 12,100 176,000 0.06%
37 RIVERHEAD CAPITAL MANAGEMENT LLC 2,600 193,000 0.06%
38 OLD MISSION CAPITAL LLC 2,799 208,000 0.07%
39 Raymond James Financial Services Advisors, Inc. 2,803 208,000 0.07%
40 Point View Wealth Management, Inc. 2,820 209,000 0.07%
41 Checchi Capital Advisers, LLC 2,834 210,000 0.07%
42 CENTRAL TRUST Co 3,072 228,000 0.08%
43 DEERE & CO 3,258 242,000 0.08%
44 Strategic Global Advisors, LLC 3,769 243,000 0.08%
45 ALLIANCEBERNSTEIN L.P. 3,347 248,000 0.08%
46 ETRADE Capital Management LLC 3,519 261,000 0.09%
47 TWO SIGMA ADVISERS, LP 3,700 274,000 0.09%
48 ADVISOR GROUP, INC. 3,792 280,000 0.09%
49 Trexquant Investment LP 3,911 290,000 0.10%
50 HUNTINGTON NATIONAL BANK 4,186 310,000 0.10%
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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.