ClearBridge Investments
IX icon

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
Q2 		$66.7M Buy
1,752,822
+703,278
+67% +$25M 0.06% 285
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 $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
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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

ClearBridge Investments's IX Position: Q2 2026 in Review

ClearBridge Investments increased its ORIX (IX) stake by 67% in Q2 2026, buying an estimated $25M and bringing the position to 1,752,822 shares worth $66.7M. The position accounts for 0.06% of the portfolio, ranked #285.

ClearBridge Investments first reported a position in IX in Q2 2013 and has held it in 25 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • ClearBridge Investments held 1,752,822 shares of ORIX worth $66.7M as of Q2 2026.
  • ClearBridge Investments bought 703,278 ORIX shares in Q2 2026, an estimated $25M.
  • ORIX made up 0.06% of ClearBridge Investments's portfolio in Q2 2026, its #285 holding.
  • ClearBridge Investments first reported a position in ORIX in Q2 2013 and has held it in 25 quarters since.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.