ORIX CORP

Ticker: IX CUSIP: 686330101 Class: ADR

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
FMR LLC5,514,328$161,129
MORGAN STANLEY5,117,942$149,546
BANK OF AMERICA CORP /DE/2,868,230$83,810
TODD ASSET MANAGEMENT LLC1,827,626$53,403
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY1,147,000$34
NORTHERN TRUST CORP1,068,176$31,212
BlackRock, Inc.906,743$26,495
Quantinno Capital Management LP794,676$23,220
AMERICAN CENTURY COMPANIES INC762,050$22,267
EAGLE GLOBAL ADVISORS LLC334,998$9,789
CHARLES SCHWAB INVESTMENT MANAGEMENT INC284,170$8,303
O'SHAUGHNESSY ASSET MANAGEMENT, LLC248,110$7,250
Henry James International Management Inc.200,785$5,867
Gilman Hill Asset Management, LLC199,349$5,825
Vanguard Personalized Indexing Management, LLC181,361$5,299
Boston Common Asset Management, LLC176,395$5,154
NATIXIS ADVISORS, L.P.163,944$5
JPMORGAN CHASE & CO158,513$4,632
MERCER GLOBAL ADVISORS INC /ADV153,268$4,478
SEI INVESTMENTS CO142,198$4,155
Calamos Wealth Management LLC140,402$4,103
AQR CAPITAL MANAGEMENT LLC132,107$3,860
Bank of New York Mellon Corp128,425$3,753
WELLS FARGO & COMPANY/MN125,118$3,656
QRG CAPITAL MANAGEMENT, INC.124,709$3,644
Pathstone Holdings, LLC122,134$3,569
Crossmark Global Holdings, Inc.120,484$3,521
ENVESTNET ASSET MANAGEMENT INC113,716$3,323
Cerity Partners LLC107,107$3,130
Callan Family Office, LLC102,703$3,001
NAPLES GLOBAL ADVISORS, LLC93,262$2,725
BTC Capital Management, Inc.84,816$2,479
GOLDMAN SACHS GROUP INC81,636$2,385
RITHOLTZ WEALTH MANAGEMENT78,687$2,299
QUADRANT CAPITAL GROUP LLC73,134$2,137
Laird Norton Wetherby Trust Company, LLC72,885$2,130
CWM, LLC71,493$2
Mariner, LLC70,221$2,053
Vise Technologies, Inc.66,989$1,957
PARADIGM ASSET MANAGEMENT CO LLC66,400$1,940
AlphaCore Capital LLC66,186$1,934
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC65,395$1,911
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND65,200$1,905
Lester Murray Antman dba SimplyRich63,321$2
&PARTNERS61,980$1,811
Curi Capital, LLC61,812$1,806
US BANCORP \DE\60,908$1,780
HighTower Advisors, LLC57,060$1,667
DGS Capital Management, LLC55,225$1,614
FIRST TRUST ADVISORS LP54,955$1,606
Brinker Capital Investments, LLC54,225$1,584
Ativo Capital Management LLC51,158$1,495
Advisors Asset Management, Inc.50,472$1,475
IEQ CAPITAL, LLC46,343$1,354
PNC Financial Services Group, Inc.44,060$1,287
Campbell & CO Investment Adviser LLC42,163$1,232
ROYAL BANK OF CANADA40,906$1,196
TWO SIGMA INVESTMENTS, LP40,478$1,183
AMERIPRISE FINANCIAL INC39,409$1,152
GREENLEAF TRUST37,375$1,092
FIFTH THIRD BANCORP35,794$1,046
RHUMBLINE ADVISERS35,279$1,031
Corient Private Wealth LLC35,114$1,026
Connor, Clark & Lunn Investment Management Ltd.34,107$997
DIMENSIONAL FUND ADVISORS LP32,556$951
LPL Financial LLC32,456$948
STATE STREET CORP32,135$939
Creative Planning31,512$921
SYON CAPITAL LLC29,795$871
Focus Partners Wealth29,166$852
TRED AVON FAMILY WEALTH, LLC28,910$845
Allspring Global Investments Holdings, LLC28,114$829
Caprock Group, LLC27,977$818
UBS Group AG26,764$782
Dynasty Wealth Management, LLC26,751$782
Kathmere Capital Management, LLC26,319$769
Strategic Global Advisors, LLC26,193$765
Sequoia Financial Advisors, LLC25,330$740
Systematic Alpha Investments, LLC24,810$725
CHOREO, LLC24,652$725
Plan A Wealth LLC24,318$711
Investment Research Partners LLC23,608$690
Aaron Wealth Advisors LLC23,536$688
NEUBERGER BERMAN GROUP LLC21,940$641
MML INVESTORS SERVICES, LLC21,101$617
Savvy Advisors, Inc.20,783$607
Global Retirement Partners, LLC20,485$599
Summit Global Investments20,036$1
SG Trading Solutions, LLC19,731$1
Venturi Wealth Management, LLC19,347$565
Compound Planning, Inc.18,756$548
PARK AVENUE SECURITIES LLC18,398$1
GLENMEDE TRUST CO NA18,210$532
RAYMOND JAMES FINANCIAL INC18,161$531
Versant Capital Management, Inc17,387$508
Lido Advisors, LLC17,197$455
Trexquant Investment LP16,886$493
SIGNATUREFD, LLC16,745$489
EVERGREEN CAPITAL MANAGEMENT LLC16,494$482
RNC CAPITAL MANAGEMENT LLC16,135$471
137 other institutions538,099$15,463
Total (237 institutions)26,806,008$739,078