ORIX Corporation shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of ORIX Corporation (IX) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in ORIX Corporation
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All positions including ORIX Corporation held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in ORIX Corporation by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $939k | 36k | 26.12 |
| 2025-06-30 | $824k | 37k | 22.52 |
| 2024-12-31 | $875k | 8.2k | 106.23 |
| 2024-09-30 | $1.1M | 9.1k | 116.05 |
| 2024-06-30 | $1.0M | 9.3k | 111.30 |
| 2024-03-31 | $1.0M | 9.4k | 110.20 |
| 2023-12-31 | $874k | 9.4k | 93.39 |
| 2023-09-30 | $892k | 9.5k | 93.88 |
| 2023-06-30 | $851k | 9.3k | 91.21 |
| 2023-03-31 | $796k | 9.7k | 82.08 |
| 2022-12-31 | $801k | 10k | 80.52 |
| 2022-09-30 | $785k | 11k | 70.63 |
| 2022-06-30 | $973k | 12k | 84.14 |
| 2022-03-31 | $1.1M | 11k | 99.83 |
| 2021-12-31 | $1.2M | 11k | 101.81 |
| 2021-09-30 | $1.1M | 11k | 94.50 |
| 2021-06-30 | $948k | 11k | 84.70 |
| 2021-03-31 | $960k | 11k | 84.13 |
| 2020-12-31 | $886k | 12k | 77.34 |
| 2020-09-30 | $671k | 11k | 62.59 |
| 2020-06-30 | $653k | 11k | 61.66 |
| 2020-03-31 | $752k | 13k | 58.10 |
| 2019-12-31 | $949k | 11k | 83.37 |
| 2019-09-30 | $863k | 12k | 74.77 |
| 2019-06-30 | $839k | 11k | 74.77 |
| 2019-03-31 | $705k | 9.8k | 71.90 |
| 2018-12-31 | $720k | 10k | 71.50 |
| 2018-09-30 | $813k | 10k | 79.44 |
| 2018-06-30 | $837k | 11k | 78.99 |
| 2018-03-31 | $950k | 11k | 89.90 |
| 2017-12-31 | $837k | 9.9k | 84.11 |
| 2017-09-30 | $787k | 9.7k | 80.98 |
| 2017-06-30 | $741k | 9.5k | 77.91 |
| 2017-03-31 | $620k | 8.3k | 74.77 |
| 2016-12-31 | $646k | 8.1k | 79.44 |
| 2016-09-30 | $605k | 8.1k | 74.77 |
| 2016-06-30 | $512k | 7.8k | 65.42 |
| 2016-03-31 | $548k | 7.8k | 70.09 |
| 2015-12-31 | $574k | 8.2k | 70.09 |
| 2015-09-30 | $530k | 8.2k | 64.99 |
| 2015-06-30 | $561k | 7.5k | 74.77 |
| 2015-03-31 | $519k | 7.4k | 70.09 |
| 2014-12-31 | $408k | 6.7k | 60.75 |
| 2014-09-30 | $443k | 6.3k | 70.09 |
| 2014-06-30 | $569k | 6.8k | 84.11 |
| 2014-03-31 | $449k | 6.4k | 70.09 |
| 2013-12-31 | $585k | 6.6k | 88.79 |
| 2013-09-30 | $545k | 6.7k | 81.88 |
| 2013-06-30 | $457k | 6.5k | 70.09 |
| 2013-03-31 | $410k | 6.3k | 65.04 |
| 2012-12-31 | $357k | 6.3k | 56.60 |
| 2012-09-30 | $274k | 5.5k | 50.15 |