IX — ORIX CORP

Ownership history in TODD ASSET MANAGEMENT LLC  ·  63 quarters on record

This page tracks every 13F SEC filing in which TODD ASSET MANAGEMENT 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.

Peak position
1.04% (1999 Q1)
Avg. % of fund
0.58%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
63
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,827,626 -19,388 -1.0% 1.04% $53.4M $29.22
2025 Q3 ADDED 1,847,014 +105,837 +6.1% 0.98% $48.2M $26.12
2025 Q2 ADDED 1,741,177 +13,193 +0.8% 0.85% $39.2M $22.52
2025 Q1 ADDED 1,727,984 +1,381,764 +399.1% 0.85% $36.1M $20.89
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% NAPLES GLOBAL ADVISORS, LLC 3Y 7Y 0.2%
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