Brown Brothers Harriman & Co’s ORIX IX Stock Holding History

Brown Brothers Harriman & Co’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	$47.4K	Buy	1,246 +1,001	+409%	+$35.6K	﹤0.01%	1117
2026 Q1	$7.35K	Hold	245	–	–	﹤0.01%	1409
2025 Q4	$7.16K	Buy	+245	New	+$6.49K	﹤0.01%	1419
2023 Q4	–	Sell	-500	Closed	-$9.39K	–	1222
2023 Q3	$9.39K	Hold	500	–	–	﹤0.01%	961
2023 Q2	$9.12K	Buy	+500	New	+$8.66K	﹤0.01%	980
2022 Q4	–	Sell	-540	Closed	-$8K	–	1383
2022 Q3	$8K	Buy	+540	New	+$8.82K	﹤0.01%	1202
2018 Q1	–	Sell	-885	Closed	-$15K	–	964
2017 Q4	$15K	Buy	+885	New	+$15K	﹤0.01%	692

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Brown Brothers Harriman & Co's IX Position: Q2 2026 in Review

Brown Brothers Harriman & Co increased its ORIX (IX) stake by 409% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,246 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Brown Brothers Harriman & Co first reported a position in IX in Q4 2017 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Brown Brothers Harriman & Co held 1,246 shares of ORIX worth $47.4K as of Q2 2026.
Brown Brothers Harriman & Co bought 1,001 ORIX shares in Q2 2026, an estimated $35.6K.
ORIX made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1117 holding.
Brown Brothers Harriman & Co first reported a position in ORIX in Q4 2017 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.