MML Investors Services
IX icon

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
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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

MML Investors Services's IX Position: Q1 2026 in Review

MML Investors Services increased its ORIX (IX) stake by 215% in Q1 2026, buying an estimated $1.44M and bringing the position to 66,374 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #1319.

MML Investors Services first reported a position in IX in Q4 2023 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • MML Investors Services held 66,374 shares of ORIX worth $1.99M as of Q1 2026.
  • MML Investors Services bought 45,273 ORIX shares in Q1 2026, an estimated $1.44M.
  • ORIX made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1319 holding.
  • MML Investors Services first reported a position in ORIX in Q4 2023 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.