Filing Research | ORIX CORP Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	Gilman Hill Asset Management, LLC	Shares	199.4KSH	$7.6M
2	QRG CAPITAL MANAGEMENT, INC.	Shares	166.4KSH	$6.3M
3	Boston Common Asset Management, LLC	Shares	165.9KSH	$6.3M
4	Gradient Investments LLC	Shares	165.2KSH	$6.3M
5	Crossmark Global Holdings, Inc.	Shares	142.8KSH	$5.4M
6	BTC Capital Management, Inc.	Shares	106.7KSH	$4.1M
7	NAPLES GLOBAL ADVISORS, LLC	Shares	93.6KSH	$3.6M
8	Henry James International Management Inc.	Shares	88.2KSH	$3.4M
9	Artemis Investment Management LLP	Shares	85.6KSH	$3.3M
10	GREENLEAF TRUST	Shares	36.3KSH	$1.4M
11	Aaron Wealth Advisors LLC	Shares	33.1KSH	$1.3M
12	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	28.0KSH	$1.1M
13	Hennion & Walsh Asset Management, Inc.	Shares	27.6KSH	$1.0M
14	Plan A Wealth LLC	Shares	27.2KSH	$1.0M
15	Sequoia Financial Advisors, LLC	Shares	26.4KSH	$1.0M
16	Venturi Wealth Management, LLC	Shares	22.7KSH	$864.5K
17	Versant Capital Management, Inc	Shares	20.2KSH	$767.5K
18	SIGNATUREFD, LLC	Shares	16.6KSH	$631.7K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	16.1KSH	$610.5K
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	15.8KSH	$602.4K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.4KSH	$501.5K
22	Optas, LLC	Shares	12.9KSH	$491.9K
23	Abel Hall, LLC	Shares	11.6KSH	$441.1K
24	Net Worth Advisory Group	Shares	11.0KSH	$419.8K
25	GAMMA Investing LLC	Shares	10.4KSH	$397.1K
26	Aprio Wealth Management, LLC	Shares	10.1KSH	$383.1K
27	Portside Wealth Group, LLC	Shares	9.4KSH	$357.5K
28	Baron Wealth Management LLC	Shares	8.6KSH	$326.5K
29	Abacus Wealth Partners, LLC	Shares	7.9KSH	$301.0K
30	Sivia Capital Partners, LLC	Shares	7.5KSH	$286.4K
31	Merit Financial Group, LLC	Shares	7.1KSH	$271.3K
32	Ballentine Partners, LLC	Shares	7.0KSH	$267.4K
33	EWA, LLC	Shares	7.0KSH	$264.4K
34	Envestnet Portfolio Solutions, Inc.	Shares	6.7KSH	$256.4K
35	DRIVE WEALTH MANAGEMENT, LLC	Shares	5.9KSH	$225.3K
36	OLD NATIONAL BANCORP /IN/	Shares	5.9KSH	$223.4K
37	55 North Private Wealth, LLC	Shares	5.6KSH	$213.4K
38	Farther Finance Advisors, LLC	Shares	3.9KSH	$148.1K
39	Cromwell Holdings LLC	Shares	3.0KSH	$116.0K
40	EverSource Wealth Advisors, LLC	Shares	2.1KSH	$80.0K
41	Ares Financial Consulting, LLC	Shares	1.5KSH	$56.7K
42	Owl Creek Wealth Partners LLC	Shares	1.3KSH	$49.6K
43	Blue Trust, Inc.	Shares	1.2KSH	$46.5K
44	Harbor Asset Planning, Inc.	Shares	905SH	$34.4K
45	True Wealth Design, LLC	Shares	708SH	$26.9K
46	IFP Advisors, Inc	Shares	654SH	$24.9K
47	ELEVATION WEALTH PARTNERS, LLC	Shares	604SH	$23.0K
48	EVOLUTION WEALTH MANAGEMENT INC.	Shares	500SH	$19.0K
49	Financial Management Professionals, Inc.	Shares	483SH	$18.4K
50	ALBION FINANCIAL GROUP /UT	Shares	475SH	$18.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 78 loaded

#		Instrument
1	Artemis Investment Management LLP new	Shares	+85.6K	+$3.3M	$3.3M
2	BTC Capital Management, Inc. added	Shares	+54.4K	+$2.5M	$4.1M
3	QRG CAPITAL MANAGEMENT, INC. added	Shares	+13.1K	+$1.7M	$6.3M
4	Gradient Investments LLC added	Shares	+7.7K	+$1.6M	$6.3M
5	Gilman Hill Asset Management, LLC trimmed	Shares	-3.8K	+$1.5M	$7.6M
6	Crossmark Global Holdings, Inc. trimmed	Shares	-1.5K	+$1.1M	$5.4M
7	Boston Common Asset Management, LLC trimmed	Shares	-9.2K	+$1.1M	$6.3M
8	NAPLES GLOBAL ADVISORS, LLC added	Shares	+350	+$729.6K	$3.6M
9	Hennion & Walsh Asset Management, Inc. added	Shares	+13.4K	+$624.7K	$1.0M
10	Aprio Wealth Management, LLC new	Shares	+10.1K	+$383.1K	$383.1K
11	Baron Wealth Management LLC new	Shares	+8.6K	+$326.5K	$326.5K
12	Sivia Capital Partners, LLC new	Shares	+7.5K	+$286.4K	$286.4K
13	Plan A Wealth LLC added	Shares	+2.0K	+$280.3K	$1.0M
14	Merit Financial Group, LLC new	Shares	+7.1K	+$271.3K	$271.3K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.5K	+$263.3K	$501.5K
16	GREENLEAF TRUST trimmed	Shares	-1.1K	+$260.0K	$1.4M
17	Venturi Wealth Management, LLC added	Shares	+2.5K	+$256.5K	$864.5K
18	Envestnet Portfolio Solutions, Inc. new	Shares	+6.7K	+$256.4K	$256.4K
19	Aaron Wealth Advisors LLC trimmed	Shares	-945	+$237.8K	$1.3M
20	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+5.9K	+$225.3K	$225.3K
21	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$225.1K	$1.1M
22	OLD NATIONAL BANCORP /IN/ new	Shares	+5.9K	+$223.4K	$223.4K
23	Sequoia Financial Advisors, LLC added	Shares	+373	+$223.4K	$1.0M
24	55 North Private Wealth, LLC new	Shares	+5.6K	+$213.4K	$213.4K
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+541	+$143.7K	$602.4K
26	Portside Wealth Group, LLC added	Shares	+2.3K	+$143.4K	$357.5K
27	Versant Capital Management, Inc trimmed	Shares	-961	+$133.6K	$767.5K
28	SIGNATUREFD, LLC trimmed	Shares	-3	+$133.6K	$631.7K
29	GAMMA Investing LLC added	Shares	+1.6K	+$131.4K	$397.1K
30	Optas, LLC added	Shares	+99	+$107.1K	$491.9K
31	Abel Hall, LLC added	Shares	+149	+$97.8K	$441.1K
32	Net Worth Advisory Group trimmed	Shares	-47	+$87.4K	$419.8K
33	Abacus Wealth Partners, LLC trimmed	Shares	-45	+$62.3K	$301.0K
34	Ballentine Partners, LLC unchanged	Shares	0	+$56.6K	$267.4K
35	EWA, LLC trimmed	Shares	-34	+$54.9K	$264.4K
36	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-3.0K	+$40.7K	$610.5K
37	Farther Finance Advisors, LLC added	Shares	+291	+$38.4K	$148.1K
38	Cromwell Holdings LLC unchanged	Shares	0	+$24.6K	$116.0K
39	ELEVATION WEALTH PARTNERS, LLC new	Shares	+604	+$23.0K	$23.0K
40	Henry James International Management Inc. trimmed	Shares	-23.3K	+$11.4K	$3.4M
41	Ares Financial Consulting, LLC unchanged	Shares	0	+$11.3K	$56.7K
42	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$10.5K	$49.6K
43	Blue Trust, Inc. added	Shares	+1	+$9.9K	$46.5K
44	True Wealth Design, LLC added	Shares	+97	+$8.6K	$26.9K
45	Harbor Asset Planning, Inc. unchanged	Shares	0	+$7.3K	$34.4K
46	Aventura Private Wealth, LLC new	Shares	+159	+$6.0K	$6.0K
47	IFP Advisors, Inc unchanged	Shares	0	+$5.3K	$24.9K
48	Retirement Wealth Solutions LLC added	Shares	+106	+$4.4K	$5.8K
49	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$4.0K	$19.0K
50	Financial Management Professionals, Inc. unchanged	Shares	0	+$3.9K	$18.4K

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