ClearBridge Investments
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ClearBridge Investments’s ORIX IX Stock Holding History

ClearBridge Investments’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 		$31.5M Buy
+1,049,544
New +$33.3M 0.03% 380
2019
Q1 		– Sell
-1,887,495
Closed -$27M – 1102
2018
Q4 		$27M Buy
1,887,495
+160,220
+9% +$2.51M 0.03% 385
2018
Q3 		$28M Buy
1,727,275
+99,935
+6% +$1.61M 0.02% 402
2018
Q2 		$25.7M Buy
1,627,340
+226,985
+16% +$3.92M 0.02% 394
2018
Q1 		$25.2M Sell
1,400,355
-102,500
-7% -$1.85M 0.02% 387
2017
Q4 		$25.5M Buy
1,502,855
+134,260
+10% +$2.27M 0.02% 397
2017
Q3 		$22.2M Buy
1,368,595
+105,250
+8% +$1.69M 0.02% 411
2017
Q2 		$19.7M Buy
1,263,345
+29,385
+2% +$459K 0.02% 429
2017
Q1 		$18.3M Buy
1,233,960
+14,555
+1% +$226K 0.02% 433
2016
Q4 		$19M Buy
1,219,405
+85
+0% +$1.3K 0.02% 408
2016
Q3 		$18.1M Buy
1,219,320
+725
+0.1% +$10.2K 0.02% 425
2016
Q2 		$15.6M Sell
1,218,595
-64,310
-5% -$896K 0.02% 437
2016
Q1 		$18.3M Buy
1,282,905
+47,595
+4% +$648K 0.02% 410
2015
Q4 		$17.4M Buy
1,235,310
+21,905
+2% +$319K 0.02% 427
2015
Q3 		$15.8M Buy
1,213,405
+91,450
+8% +$1.27M 0.02% 440
2015
Q2 		$16.7M Buy
1,121,955
+29,485
+3% +$457K 0.02% 453
2015
Q1 		$15.4M Buy
1,092,470
+47,085
+5% +$616K 0.02% 462
2014
Q4 		$13.1M Sell
1,045,385
-131,450
-11% -$1.72M 0.01% 491
2014
Q3 		$16.2M Buy
1,176,835
+16,090
+1% +$247K 0.02% 464
2014
Q2 		$19.3M Buy
1,160,745
+21,105
+2% +$321K 0.02% 446
2014
Q1 		$16.1M Buy
1,139,640
+21,505
+2% +$329K 0.02% 457
2013
Q4 		$19.9M Sell
1,118,135
-26,175
-2% -$448K 0.02% 424
2013
Q3 		$18.7M Sell
1,144,310
-43,390
-4% -$645K 0.03% 419
2013
Q2 		$16.2M Buy
+1,187,700
New +$16.8M 0.02% 422

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
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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

ClearBridge Investments's IX Position: Q1 2026 in Review

ClearBridge Investments opened a new position in ORIX (IX) in Q1 2026: 1,049,544 shares worth $31.5M. The stake represents 0.03% of the portfolio and ranks #380 among its holdings. This is a return to the name: ClearBridge Investments previously reported a position in IX as recently as Q4 2018.

ClearBridge Investments first reported a position in IX in Q2 2013 and has held it in 24 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • ClearBridge Investments held 1,049,544 shares of ORIX worth $31.5M as of Q1 2026.
  • ORIX was a new ClearBridge Investments position in Q1 2026.
  • ORIX made up 0.03% of ClearBridge Investments's portfolio in Q1 2026, its #380 holding.
  • ClearBridge Investments first reported a position in ORIX in Q2 2013 and has held it in 24 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.