IX — ORIX CORP

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ORIX CORP (IX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 260 — 0% 0.00% $7K $26.12
2025 Q1 ADDED 260 +207 +390.6% 0.00% $5K $20.89
2024 Q4 UNCHANGED 53 — 0% 0.00% $6K $20.84
2024 Q3 ADDED 53 +39 +278.6% 0.00% $6K $22.77
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% of Fund (quarterly)    IX price (monthly, adj. close)

Other funds also holding IX

As of 2025 Q4 — sorted by position size

Henry James International Management Inc. 3Y 7Y 1.85% Ativo Capital Management LLC 3Y 7Y 1.31% TODD ASSET MANAGEMENT LLC 3Y 7Y 1.04% Gilman Hill Asset Management, LLC 3Y 7Y 0.92% Lester Murray Antman dba SimplyRich 3Y 7Y 0.48% PARADIGM ASSET MANAGEMENT CO LLC 3Y 7Y 0.45% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 0.36% Plan A Wealth LLC 0.35% DGS Capital Management, LLC 3Y 0.28% Boston Common Asset Management, LLC 3Y 7Y 0.26%
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