Quantinno Capital Management’s ORIX IX Stock Holding History

Quantinno Capital Management’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	$39.5M	Buy	1,038,092 +113,677	+12%	+$4.04M	0.05%	469
2026 Q1	$27.7M	Buy	924,415 +129,739	+16%	+$4.12M	0.05%	498
2025 Q4	$23.2M	Buy	794,676 +166,567	+27%	+$4.41M	0.05%	469
2025 Q3	$16.4M	Buy	628,109 +146,782	+30%	+$3.64M	0.04%	467
2025 Q2	$10.8M	Buy	481,327 +225,580	+88%	+$4.63M	0.05%	486
2025 Q1	$5.34M	Buy	255,747 +28,867	+13%	+$605K	0.03%	625
2024 Q4	$4.82M	Buy	226,880 +50,880	+29%	+$1.11M	0.05%	489
2024 Q3	$4.09M	Buy	176,000 +29,340	+20%	+$690K	0.05%	448
2024 Q2	$3.26M	Buy	146,660 +36,005	+33%	+$769K	0.06%	399
2024 Q1	$2.44M	Buy	110,655 +24,680	+29%	+$502K	0.05%	440
2023 Q4	$1.61M	Buy	85,975 +9,665	+13%	+$176K	0.06%	461
2023 Q3	$1.43M	Buy	76,310 +11,985	+19%	+$224K	0.07%	408
2023 Q2	$1.17M	Buy	64,325 +17,270	+37%	+$299K	0.07%	380
2023 Q1	$772K	Buy	47,055 +8,870	+23%	+$152K	0.05%	460
2022 Q4	$615K	Buy	+38,185	New	+$580K	0.05%	474

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

Quantinno Capital Management's IX Position: Q2 2026 in Review

Quantinno Capital Management increased its ORIX (IX) stake by 12% in Q2 2026, buying an estimated $4.04M and bringing the position to 1,038,092 shares worth $39.5M. The position accounts for 0.05% of the portfolio, ranked #469.

Quantinno Capital Management first reported a position in IX in Q4 2022 and has held it in 15 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Quantinno Capital Management held 1,038,092 shares of ORIX worth $39.5M as of Q2 2026.
Quantinno Capital Management bought 113,677 ORIX shares in Q2 2026, an estimated $4.04M.
ORIX made up 0.05% of Quantinno Capital Management's portfolio in Q2 2026, its #469 holding.
Quantinno Capital Management first reported a position in ORIX in Q4 2022 and has held it in 15 quarters since.
319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

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