Dark
Light
System
Security
ORIX CORP
ORIX CORP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 135 Institutional holders with a total value of $344,346,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CREATIVE FINANCIAL DESIGNS INC /ADV 27 2,000 0.00%
2 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 26 2,000 0.00%
3 REILLY FINANCIAL ADVISORS, LLC 42 3,000 0.00%
4 LADENBURG THALMANN FINANCIAL SERVICES INC. 33 3,000 0.00%
5 First Horizon Advisors, Inc. 43 3,000 0.00%
6 PARALLEL ADVISORS, LLC 54 4,000 0.00%
7 FIRST INTERSTATE BANK 55 4,000 0.00%
8 Winfield Associates, Inc. 70 5,000 0.00%
9 KANALY TRUST CO 66 5,000 0.00%
10 WASHINGTON TRUST BANK 70 5,000 0.00%
11 DREMAN VALUE MANAGEMENT, L L C 77 6,000 0.00%
12 JPMORGAN CHASE & CO 79 6,000 0.00%
13 MANUFACTURERS LIFE INSURANCE COMPANY, THE 86 7,000 0.00%
14 LS Investment Advisors, LLC 100 8,000 0.00%
15 FUSION FAMILY WEALTH, LLC 150 11,000 0.00% SH
16 D.A. DAVIDSON & CO. 176 12,000 0.00%
17 Capital Analysts, LLC 154 12,000 0.00%
18 FARMERS & MERCHANTS INVESTMENTS INC 161 13,000 0.00%
19 THOMPSON DAVIS & CO., INC. 177 14,000 0.00%
20 GLENMEDE TRUST CO NA 224 17,000 0.00%
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 216 17,000 0.00%
22 Cornerstone Advisors, Inc. 214 17,000 0.00%
23 PROFICIO CAPITAL PARTNERS LLC 235 18,000 0.01%
24 SCHRODER INVESTMENT MANAGEMENT GROUP 260 20,000 0.01%
25 IFP ADVISORS, INC 353 27,000 0.01%
26 ACROSPIRE INVESTMENT MANAGEMENT LLC 355 28,000 0.01%
27 BALENTINE LLC 364 28,000 0.01%
28 ZIONS BANCORPORATION 405 31,000 0.01%
29 ENTERPRISE FINANCIAL SERVICES CORP 420 33,000 0.01%
30 IHT WEALTH MANAGEMENT, LLC 448 35,000 0.01%
31 Creative Planning 516 40,000 0.01%
32 QUADRANT CAPITAL GROUP LLC 715 47,000 0.01%
33 Walleye Trading LLC 700 54,000 0.02%
34 ISRAEL DISCOUNT BANK OF NEW YORK 915 71,000 0.02%
35 Bartlett & Co. LLC 1,000 78,000 0.02%
36 ASSETMARK, INC 1,101 86,000 0.02%
37 MEADOW CREEK INVESTMENT MANAGEMENT LLC 1,216 95,000 0.03%
38 SEI INVESTMENTS CO 1,613 125,000 0.04%
39 NEUBURGH ADVISERS LLC 1,672 130,000 0.04%
40 JACOBI CAPITAL MANAGEMENT LLC 1,987 159,000 0.05%
41 TYERS ASSET MANAGEMENT LLC 2,128 166,000 0.05%
42 CYPRESS WEALTH ADVISORS LLC 12,100 189,000 0.05%
43 FLINTON CAPITAL MANAGEMENT LLC 2,584 201,000 0.06%
44 BANCORPSOUTH INC 2,578 201,000 0.06%
45 EAGLE ASSET MANAGEMENT INC 2,603 202,000 0.06%
46 RIVERHEAD CAPITAL MANAGEMENT LLC 2,600 202,000 0.06%
47 Atria Investments, Inc 2,684 209,000 0.06%
48 CENTRAL TRUST Co 2,724 212,000 0.06%
49 Checchi Capital Advisers, LLC 2,743 213,000 0.06%
50 Raymond James Financial Services Advisors, Inc. 2,796 218,000 0.06%
Page 1 of 3

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.