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Cliff Asness’s ORIX IX Stock Holding History

Cliff Asness’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 		$10.7M Buy
280,804
+108,759
+63% +$3.87M ﹤0.01% 1535
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 $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

Cliff Asness's IX Position: Q2 2026 in Review

Cliff Asness increased its ORIX (IX) stake by 63% in Q2 2026, buying an estimated $3.87M and bringing the position to 280,804 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Cliff Asness first reported a position in IX in Q1 2024 and has held it in 10 quarters since. 315 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Cliff Asness held 280,804 shares of ORIX worth $10.7M as of Q2 2026.
  • Cliff Asness bought 108,759 ORIX shares in Q2 2026, an estimated $3.87M.
  • ORIX made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1535 holding.
  • Cliff Asness first reported a position in ORIX in Q1 2024 and has held it in 10 quarters since.
  • 315 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.