Rockefeller Capital Management
IX icon

Rockefeller Capital Management’s ORIX IX Stock Holding History

Rockefeller 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 		$344K Buy
11,476
+5,928
+107% +$188K ﹤0.01% 2179
2025
Q4 		$162K Buy
5,548
+2,155
+64% +$57.1K ﹤0.01% 2473
2025
Q3 		$88.7K Buy
+3,393
New +$84.2K ﹤0.01% 2630
2023
Q1 		– Sell
-2,235
Closed -$35K – 2948
2022
Q4 		$35K Sell
2,235
-845
-27% -$12.8K ﹤0.01% 2554
2022
Q3 		$43K Buy
3,080
+875
+40% +$14.3K ﹤0.01% 2430
2022
Q2 		$36K Buy
2,205
+195
+10% +$3.54K ﹤0.01% 2432
2022
Q1 		$39K Buy
2,010
+345
+21% +$7.05K ﹤0.01% 2414
2021
Q4 		$33K Buy
1,665
+740
+80% +$14.7K ﹤0.01% 2401
2021
Q3 		$16K Buy
925
+520
+128% +$9.57K ﹤0.01% 2685
2021
Q2 		$6K Buy
405
+60
+17% +$1.02K ﹤0.01% 2974
2021
Q1 		$5K Sell
345
-150
-30% -$2.56K ﹤0.01% 2894
2020
Q4 		$7K Buy
495
+65
+15% +$917 ﹤0.01% 2339
2020
Q3 		$5K Buy
430
+295
+219% +$3.63K ﹤0.01% 2228
2020
Q2 		$2K Sell
135
-165
-55% -$2.03K ﹤0.01% 2330
2020
Q1 		$4K Buy
+300
New +$4.73K ﹤0.01% 2021
2019
Q3 		– Sell
-510
Closed -$8K – 1953
2019
Q2 		$8K Sell
510
-200
-28% -$2.86K ﹤0.01% 1317
2019
Q1 		$10K Buy
+710
New +$10.5K ﹤0.01% 1471

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

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

Rockefeller Capital Management increased its ORIX (IX) stake by 107% in Q1 2026, buying an estimated $188K and bringing the position to 11,476 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Rockefeller Capital Management first reported a position in IX in Q1 2019 and has held it in 17 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Rockefeller Capital Management held 11,476 shares of ORIX worth $344K as of Q1 2026.
  • Rockefeller Capital Management bought 5,928 ORIX shares in Q1 2026, an estimated $188K.
  • ORIX made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2179 holding.
  • Rockefeller Capital Management first reported a position in ORIX in Q1 2019 and has held it in 17 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.