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Bridgewater Advisors’s ORIX IX Stock Holding History

Bridgewater Advisors’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
Q2 		$229K Buy
5,725
+11
+0.2% +$391 0.01% 434
2026
Q1 		$217K Buy
+5,714
New +$181K 0.01% 433

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bridgewater Advisors's IX Position: Q2 2026 in Review

Bridgewater Advisors increased its ORIX (IX) stake by 0.19% in Q2 2026, buying an estimated $391 and bringing the position to 5,725 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #434.

Bridgewater Advisors first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Bridgewater Advisors held 5,725 shares of ORIX worth $229K as of Q2 2026.
  • Bridgewater Advisors bought 11 ORIX shares in Q2 2026, an estimated $391.
  • ORIX made up 0.01% of Bridgewater Advisors's portfolio in Q2 2026, its #434 holding.
  • Bridgewater Advisors first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.