QCM
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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
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
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

Quantinno Capital Management's IX Position: Q1 2026 in Review

Quantinno Capital Management increased its ORIX (IX) stake by 16% in Q1 2026, buying an estimated $4.12M and bringing the position to 924,415 shares worth $27.7M. The position accounts for 0.05% of the portfolio, ranked #498.

Quantinno Capital Management first reported a position in IX in Q4 2022 and has held it in 14 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Quantinno Capital Management held 924,415 shares of ORIX worth $27.7M as of Q1 2026.
  • Quantinno Capital Management bought 129,739 ORIX shares in Q1 2026, an estimated $4.12M.
  • ORIX made up 0.05% of Quantinno Capital Management's portfolio in Q1 2026, its #498 holding.
  • Quantinno Capital Management first reported a position in ORIX in Q4 2022 and has held it in 14 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.