Summit Trail Advisors »

ORIX Corporation shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of ORIX Corporation (IX) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in ORIX Corporation

Tip: Access up to 7 years of quarterly data

All positions including ORIX Corporation held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ORIX Corporation by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $564k 19k 29.99
2018-03-31 $1.4M 19k 73.20
2017-12-31 $1.4M 15k 96.91

More positions owned by Summit Trail Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ollies Bargain Outlt Hldgs I (OLLI)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dlocal Class A Com (DLO)
Amphenol Corp Cl A (APH)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding ORIX Corporation

FMR
Morgan Stanley
Bank of America Corporation
Todd-Veredus Asset Management
Teachers Retirement System Of The State Of Kentucky
Northern Trust
ClearBridge Advisors
BlackRock
Quantinno Capital Management
Natixis Asset Management Advisors
American Century Companies
Envestnet Asset Management
Wells Fargo & Company
Eagle Global Advisors
O'shaughnessy Asset Management

View all funds holding ORIX Corporation