Eagle Global Advisors LLC

SEC CIK: 0001130787
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

IX holding history

Orix Corp in every 13F filed by Eagle Global Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IX overview All 13F holders of IX Full Q2 2026 holdings

Shares (Q2 2026): 348,148
Value: $13.2M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of IX by Eagle Global Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	348,148	$13.2M	0.4%	+12,770+3.8%	Added	Holders
Q1 2026	335,378	$10.1M	0.4%	+380+0.1%	Added	Holders
Q4 2025	334,998	$9.79M	0.4%	+20,088+6.4%	Added	Holders
Q3 2025	314,910	$8.23M	0.3%	+1,745+0.6%	Added	Holders
Q2 2025	313,165	$7.05M	0.3%	−84,335−21.2%	Reduced	Holders
Q1 2025	397,500	$8.30M	0.3%	−6,020−1.5%	ReducedConverted for a 5-for-1 split	Holders
Q4 2024	80,704	$8.57M	0.4%	+2,505+3.2%	Added	Holders
Q3 2024	78,199	$9.07M	0.5%	−665−0.8%	Reduced	Holders
Q2 2024	78,864	$8.78M	0.5%	+605+0.8%	Added	Holders
Q1 2024	78,259	$8.62M	0.5%	−300.0%	Reduced	Holders
Q4 2023	78,289	$7.31M	0.4%	−190−0.2%	Reduced	Holders
Q3 2023	78,479	$7.37M	0.5%	+2,000+2.6%	Added	Holders
Q2 2023	76,479	$6.98M	0.5%	−1,384−1.8%	Reduced	Holders
Q1 2023	77,863	$6.39M	0.4%	−160−0.2%	Reduced	Holders
Q4 2022	78,023	$6.28M	0.4%	+40+0.1%	Added	Holders
Q3 2022	77,983	$5.51M	0.4%	−1,107−1.4%	Reduced	Holders
Q2 2022	79,090	$6.66M	0.5%	+4,972+6.7%	Added	Holders
Q1 2022	74,118	$7.40M	0.5%	+4,550+6.5%	Added	Holders
Q4 2021	69,568	$7.08M	0.4%	+232+0.3%	Added	Holders
Q3 2021	69,336	$6.55M	0.4%	−60−0.1%	Reduced	Holders
Q2 2021	69,396	$5.88M	0.4%	+6,867+11.0%	Added	Holders
Q1 2021	62,529	$5.30M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.