MML Investors Services’s ORIX IX Stock Holding History

MML Investors Services’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	$4.07M	Buy	107,109 +40,735	+61%	+$1.45M	0.01%	1107
2026 Q1	$1.99M	Buy	66,374 +45,273	+215%	+$1.44M	0.01%	1319
2025 Q4	$617K	Buy	21,101 +2,144	+11%	+$56.8K	﹤0.01%	2114
2025 Q3	$495K	Buy	18,957 +231	+1%	+$5.73K	﹤0.01%	2181
2025 Q2	$422K	Sell	18,726 -311	-2%	-$6.39K	﹤0.01%	2202
2025 Q1	$398K	Sell	19,037 -198	-1%	-$4.15K	﹤0.01%	2139
2024 Q4	$409K	Buy	19,235 +2,745	+17%	+$60.1K	﹤0.01%	2049
2024 Q3	$383K	Buy	16,490 +1,775	+12%	+$41.7K	﹤0.01%	2024
2024 Q2	$328K	Buy	14,715 +255	+2%	+$5.45K	﹤0.01%	2028
2024 Q1	$319K	Buy	14,460 +1,445	+11%	+$29.4K	﹤0.01%	2069
2023 Q4	$243K	Buy	+13,015	New	+$237K	﹤0.01%	2189

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

MML Investors Services's IX Position: Q2 2026 in Review

MML Investors Services increased its ORIX (IX) stake by 61% in Q2 2026, buying an estimated $1.45M and bringing the position to 107,109 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #1107.

MML Investors Services first reported a position in IX in Q4 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

MML Investors Services held 107,109 shares of ORIX worth $4.07M as of Q2 2026.
MML Investors Services bought 40,735 ORIX shares in Q2 2026, an estimated $1.45M.
ORIX made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1107 holding.
MML Investors Services first reported a position in ORIX in Q4 2023 and has held it in 11 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.