Neuberger Berman Group
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Neuberger Berman Group’s ORIX IX Stock Holding History

Neuberger Berman Group’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 		$983K Buy
32,788
+10,848
+49% +$344K ﹤0.01% 1418
2025
Q4 		$641K Buy
21,940
+823
+4% +$21.8K ﹤0.01% 1555
2025
Q3 		$552K Buy
21,117
+5,270
+33% +$131K ﹤0.01% 1563
2025
Q2 		$357K Buy
15,847
+1,752
+12% +$36K ﹤0.01% 1681
2025
Q1 		$294K Sell
14,095
-2,485
-15% -$52.1K ﹤0.01% 1708
2024
Q4 		$352K Sell
16,580
-1,190
-7% -$26.1K ﹤0.01% 1630
2024
Q3 		$412K Buy
17,770
+2,935
+20% +$69K ﹤0.01% 1576
2024
Q2 		$330K Buy
14,835
+1,565
+12% +$33.4K ﹤0.01% 1623
2024
Q1 		$292K Buy
+13,270
New +$270K ﹤0.01% 1652
2020
Q4 		– Sell
-30,760
Closed -$385K – 1703
2020
Q3 		$385K Buy
30,760
+1,805
+6% +$22.2K ﹤0.01% 1387
2020
Q2 		$357K Buy
28,955
+1,405
+5% +$17.3K ﹤0.01% 1343
2020
Q1 		$326K Sell
27,550
-2,460
-8% -$38.8K ﹤0.01% 1326
2019
Q4 		$501K Buy
30,010
+960
+3% +$15.4K ﹤0.01% 1291
2019
Q3 		$437K Buy
29,050
+2,025
+7% +$30.3K ﹤0.01% 1302
2019
Q2 		$405K Buy
27,025
+40
+0.1% +$573 ﹤0.01% 1338
2019
Q1 		$388K Sell
26,985
-2,735
-9% -$40.3K ﹤0.01% 1312
2018
Q4 		$425K Sell
29,720
-1,740
-6% -$27.3K ﹤0.01% 1293
2018
Q3 		$510K Sell
31,460
-4,190
-12% -$67.5K ﹤0.01% 1317
2018
Q2 		$563K Sell
35,650
-1,285
-3% -$22.2K ﹤0.01% 1371
2018
Q1 		$664K Sell
36,935
-235
-0.6% -$4.25K ﹤0.01% 1294
2017
Q4 		$630K Buy
37,170
+1,450
+4% +$24.6K ﹤0.01% 1340
2017
Q3 		$578K Buy
35,720
+195
+0.5% +$3.14K ﹤0.01% 1272
2017
Q2 		$554K Buy
35,525
+1,010
+3% +$15.8K ﹤0.01% 1292
2017
Q1 		$513K Sell
34,515
-5,325
-13% -$82.6K ﹤0.01% 1303
2016
Q4 		$620K Sell
39,840
-5,390
-12% -$82.7K ﹤0.01% 1244
2016
Q3 		$671K Sell
45,230
-6,785
-13% -$95.8K ﹤0.01% 1203
2016
Q2 		$665K Sell
52,015
-3,255
-6% -$45.3K ﹤0.01% 1190
2016
Q1 		$789K Buy
55,270
+40
+0.1% +$545 ﹤0.01% 1151
2015
Q4 		$776K Sell
55,230
-6,160
-10% -$89.6K ﹤0.01% 1180
2015
Q3 		$797K Sell
61,390
-3,835
-6% -$53.2K ﹤0.01% 1210
2015
Q2 		$972K Sell
65,225
-5,040
-7% -$78K ﹤0.01% 1214
2015
Q1 		$988K Buy
70,265
+23,275
+50% +$304K ﹤0.01% 1225
2014
Q4 		$587K Sell
46,990
-36,160
-43% -$473K ﹤0.01% 1320
2014
Q3 		$1.15M Buy
83,150
+3,325
+4% +$51K ﹤0.01% 1215
2014
Q2 		$1.33M Hold
79,825
– – ﹤0.01% 1198
2014
Q1 		$1.13M Buy
79,825
+35,750
+81% +$547K ﹤0.01% 1193
2013
Q4 		$785K Buy
44,075
+26,645
+153% +$456K ﹤0.01% 1247
2013
Q3 		$285K Buy
+17,430
New +$259K ﹤0.01% 1416

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

Neuberger Berman Group's IX Position: Q1 2026 in Review

Neuberger Berman Group increased its ORIX (IX) stake by 49% in Q1 2026, buying an estimated $344K and bringing the position to 32,788 shares worth $983K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Neuberger Berman Group first reported a position in IX in Q3 2013 and has held it in 38 quarters since. The position peaked at $1.33M in Q2 2014. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Neuberger Berman Group held 32,788 shares of ORIX worth $983K as of Q1 2026.
  • Neuberger Berman Group bought 10,848 ORIX shares in Q1 2026, an estimated $344K.
  • ORIX made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1418 holding.
  • Neuberger Berman Group first reported a position in ORIX in Q3 2013 and has held it in 38 quarters since.
  • Neuberger Berman Group's ORIX position peaked at $1.33M in Q2 2014.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.