Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,057,986
+$269,345 QoQ
Shares Held
335,378
+0.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026EAGLE GLOBAL ADVISORS LLC holds $10,057,986 across 1 Financial Conglomerates name. IX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
335,378 | $10,057,986 |
All Filings in IX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,057,986 | 335,378 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,788,641 | 334,998 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,225,449 | 314,910 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,052,475 | 313,165 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,303,775 | 397,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,573,185 | 80,704 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,074,993 | 78,199 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,777,563 | 78,864 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,624,141 | 78,259 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,311,409 | 78,289 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,367,608 | 78,479 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,975,649 | 76,479 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,390,995 | 77,863 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,282,411 | 78,023 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,511,058 | 77,983 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,656,214 | 79,090 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,400,682 | 74,118 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,080,631 | 69,568 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $6,553,638 | 69,336 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,875,065 | 69,396 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,301,833 | 62,529 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,909,217 | 63,484 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,044,399 | 64,638 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $4,006,956 | 65,048 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,938,424 | 66,640 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||