AQR Capital Management
IX icon

AQR Capital Management’s ORIX IX Stock Holding History

AQR Capital Management’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.16M Buy
172,045
+39,938
+30% +$1.27M ﹤0.01% 1721
2025
Q4 		$3.86M Buy
132,107
+28,292
+27% +$749K ﹤0.01% 1736
2025
Q3 		$2.71M Buy
103,815
+23,843
+30% +$591K ﹤0.01% 1795
2025
Q2 		$1.8M Buy
79,972
+35,425
+80% +$727K ﹤0.01% 1844
2025
Q1 		$931K Buy
44,547
+2,782
+7% +$58.3K ﹤0.01% 2068
2024
Q4 		$887K Buy
41,765
+12,325
+42% +$270K ﹤0.01% 1950
2024
Q3 		$683K Buy
29,440
+10,630
+57% +$250K ﹤0.01% 2035
2024
Q2 		$419K Buy
18,810
+8,320
+79% +$178K ﹤0.01% 2133
2024
Q1 		$231K Buy
+10,490
New +$213K ﹤0.01% 2218

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management's IX Position: Q1 2026 in Review

AQR Capital Management increased its ORIX (IX) stake by 30% in Q1 2026, buying an estimated $1.27M and bringing the position to 172,045 shares worth $5.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

AQR Capital Management first reported a position in IX in Q1 2024 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • AQR Capital Management held 172,045 shares of ORIX worth $5.16M as of Q1 2026.
  • AQR Capital Management bought 39,938 ORIX shares in Q1 2026, an estimated $1.27M.
  • ORIX made up ﹤0.01% of AQR Capital Management's portfolio in Q1 2026, its #1721 holding.
  • AQR Capital Management first reported a position in ORIX in Q1 2024 and has held it in 9 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.