How many shares of IX does O'SHAUGHNESSY ASSET MANAGEMENT, LLC own?

As of 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds 391,459 shares of IX (ORIX - SPONSORED ADR).

What is O'SHAUGHNESSY ASSET MANAGEMENT, LLC's IX position worth?

As of 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC's IX position is worth $14.9M.

Is O'SHAUGHNESSY ASSET MANAGEMENT, LLC buying or selling IX?

In 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC increased their IX position (+34.5% change in shares).

When did O'SHAUGHNESSY ASSET MANAGEMENT, LLC first buy IX?

Based on available 13F filings, O'SHAUGHNESSY ASSET MANAGEMENT, LLC first reported a position in IX in 2019-Q1. They have held the position across 30 quarters.

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O'SHAUGHNESSY ASSET MANAGEMENT, LLC

IX
30 quarters

Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in ORIX - SPONSORED ADR

Current Value

$14.9M

Current Shares

391,459

Total Value Change

+$11.3M

Total Shares Change

+341,413

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	391,459	+34.5%	$14.9M	0.1%	$38.04	36
2026-Q1	Increased	291,079	+17.3%	$8.7M	0.0%	$32.47	32
2025-Q4	Increased	248,110	+4.5%	$7.2M	0.0%	$29.42	29
2025-Q3	Increased	237,483	+3.4%	$6.2M	0.0%	$26.54	28
2025-Q2	Decreased	229,623	-5.3%	$5.2M	0.0%	$22.19	0
2025-Q1	Increased	242,372	+389.9%	$5.1M	0.0%	$20.78	43
2024-Q4	Decreased	49,471	-6.8%	$5.3M	0.0%	$20.93	0
2024-Q3	Increased	53,107	+3.4%	$5.9M	0.1%	$23.04	28
2024-Q2	Decreased	51,360	-24.0%	$5.7M	0.1%	$21.46	0
2024-Q1	Decreased	67,550	-6.1%	$7.4M	0.1%	$21.25	0
2023-Q4	Decreased	71,932	-11.6%	$6.7M	0.1%	$17.71	0
2023-Q3	Decreased	81,404	-4.0%	$7.6M	0.1%	$17.81	0
2023-Q2	Increased	84,826	+3.5%	$7.7M	0.1%	$17.29	34
2023-Q1	Decreased	81,948	-13.7%	$6.7M	0.1%	$15.48	0
2022-Q4	Increased	94,979	+5.6%	$7.6M	0.1%	$15.27	35
2022-Q3	Decreased	89,950	-10.7%	$6.4M	0.1%	$13.62	0
2022-Q2	Increased	100,755	+7.5%	$8.5M	0.2%	$16.28	35
2022-Q1	Increased	93,732	+30.5%	$9.4M	0.2%	$19.30	42
2021-Q4	Increased	71,820	+25.1%	$7.3M	0.1%	$19.34	40
2021-Q3	Increased	57,417	+15.4%	$5.4M	0.1%	$18.33	37
2021-Q2	Increased	49,757	+13.3%	$4.2M	0.1%	$16.09	30
2021-Q1	Increased	43,925	+30.1%	$3.7M	0.1%	$16.75	34
2020-Q4	Increased	33,768	+25.7%	$2.6M	0.1%	$14.59	32
2020-Q3	Increased	26,864	+53.7%	$1.7M	0.1%	$12.23	36
2020-Q2	Increased	17,479	+271.3%	$1.1M	0.0%	$11.71	41
2020-Q1	Increased	4,708	+28.7%	$278,000	0.0%	$11.98	29
2019-Q4	Increased	3,659	+6101.7%	$305,000	0.0%	$15.76	38
2019-Q3	Decreased	59	-93.5%	$4,000	0.0%	$14.51	0
2019-Q2	Decreased	902	-98.2%	$68,000	0.0%	$14.20	0
2019-Q1	New	50,046	-	$3.6M	0.1%	$13.63	37

Other major holders of IX: FMR LLC, MORGAN STANLEY

IX30 quarters

IX
30 quarters