Marshall Wace
IX icon

Marshall Wace’s ORIX IX Stock Holding History

Marshall Wace’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
2025
Q4 		– Sell
-58,493
Closed -$1.53M – 3199
2025
Q3 		$1.53M Buy
58,493
+26,870
+85% +$666K ﹤0.01% 1743
2025
Q2 		$712K Buy
+31,623
New +$649K ﹤0.01% 2002
2025
Q1 		– Sell
-10,660
Closed -$226K – 2858
2024
Q4 		$226K Buy
+10,660
New +$234K ﹤0.01% 2316
2023
Q3 		– Sell
-27,405
Closed -$500K – 2445
2023
Q2 		$500K Buy
+27,405
New +$475K ﹤0.01% 1988
2020
Q1 		– Sell
-31,935
Closed -$533K – 1852
2019
Q4 		$533K Buy
+31,935
New +$512K ﹤0.01% 1145
2019
Q3 		– Sell
-181,540
Closed -$2.72M – 1794
2019
Q2 		$2.72M Sell
181,540
-178,240
-50% -$2.55M 0.02% 682
2019
Q1 		$5.17M Buy
359,780
+206,310
+134% +$3.04M 0.05% 461
2018
Q4 		$2.19M Buy
+153,470
New +$2.41M 0.02% 699

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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Marshall Wace's IX Position: Q4 2025 in Review

Marshall Wace sold out of ORIX (IX) in Q4 2025, closing a stake of 58,493 shares — an estimated $1.53M sold.

Marshall Wace first reported a position in IX in Q4 2018 and held it in 8 quarters. The position peaked at $5.17M in Q1 2019. 240 funds tracked by Wall St. Rank hold IX as of Q4 2025.

  • Marshall Wace reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 58,493 ORIX shares in Q4 2025, an estimated $1.53M.
  • Marshall Wace first reported a position in ORIX in Q4 2018 and held it in 8 quarters.
  • Marshall Wace's ORIX position peaked at $5.17M in Q1 2019.
  • 240 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.