William Blair & Company’s ORIX IX Stock Holding History

William Blair & Company’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	$483K	Buy	+12,703	New	+$452K	﹤0.01%	1246
2021 Q3	–	Sell	-26,220	Closed	-$444K	–	1906
2021 Q2	$444K	Hold	26,220	–	–	﹤0.01%	1190
2021 Q1	$445K	Hold	26,220	–	–	﹤0.01%	1167
2020 Q4	$406K	Sell	26,220 -50	-0.2%	-$705	﹤0.01%	1151
2020 Q3	$329K	Sell	26,270 -325	-1%	-$4K	﹤0.01%	1107
2020 Q2	$328K	Buy	+26,595	New	+$327K	﹤0.01%	1057
2019 Q2	–	Sell	-304,390	Closed	-$4.38M	–	1749
2019 Q1	$4.38M	Buy	304,390 +24,485	+9%	+$361K	0.03%	395
2018 Q4	$4M	Sell	279,905 -80,435	-22%	-$1.26M	0.03%	375
2018 Q3	$5.84M	Buy	360,340 +40,410	+13%	+$651K	0.04%	343
2018 Q2	$5.06M	Buy	319,930 +27,070	+9%	+$467K	0.03%	353
2018 Q1	$5.26M	Buy	292,860 +14,580	+5%	+$264K	0.04%	335
2017 Q4	$4.72M	Buy	278,280 +31,375	+13%	+$531K	0.03%	368
2017 Q3	$4M	Sell	246,905 -10,555	-4%	-$170K	0.03%	387
2017 Q2	$4.01M	Buy	257,460 +10,350	+4%	+$162K	0.03%	395
2017 Q1	$3.67M	Buy	247,110 +200,815	+434%	+$3.11M	0.03%	387
2016 Q4	$721K	Buy	46,295 +380	+0.8%	+$5.83K	0.01%	722
2016 Q3	$681K	Buy	45,915 +7,415	+19%	+$105K	0.01%	740
2016 Q2	$492K	Sell	38,500 -2,600	-6%	-$36.2K	﹤0.01%	812
2016 Q1	$586K	Sell	41,100 -1,225	-3%	-$16.7K	0.01%	749
2015 Q4	$594K	Sell	42,325 -199,295	-82%	-$2.9M	0.01%	766
2015 Q3	$3.14M	Sell	241,620 -45,750	-16%	-$635K	0.03%	415
2015 Q2	$4.28M	Buy	287,370 +56,420	+24%	+$874K	0.01%	1112
2015 Q1	$3.25M	Buy	230,950 +18,170	+9%	+$238K	0.01%	1163
2014 Q4	$2.66M	Sell	212,780 -830	-0.4%	-$10.9K	﹤0.01%	1210
2014 Q3	$2.95M	Sell	213,610 -315	-0.1%	-$4.83K	0.01%	1143
2014 Q2	$3.55M	Buy	213,925 +33,605	+19%	+$512K	0.01%	1091
2014 Q1	$2.54M	Sell	180,320 -9,370	-5%	-$143K	﹤0.01%	1140
2013 Q4	$3.38M	Sell	189,690 -34,415	-15%	-$589K	0.01%	1016
2013 Q3	$3.67M	Buy	224,105 +41,070	+22%	+$611K	0.01%	974
2013 Q2	$2.5M	Buy	+183,035	New	+$2.59M	﹤0.01%	1018

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

William Blair & Company's IX Position: Q2 2026 in Review

William Blair & Company opened a new position in ORIX (IX) in Q2 2026: 12,703 shares worth $483K. The stake represents ﹤0.01% of the portfolio and ranks #1246 among its holdings. This is a return to the name: William Blair & Company previously reported a position in IX as recently as Q2 2021.

William Blair & Company first reported a position in IX in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.84M in Q3 2018. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

William Blair & Company held 12,703 shares of ORIX worth $483K as of Q2 2026.
ORIX was a new William Blair & Company position in Q2 2026.
ORIX made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1246 holding.
William Blair & Company first reported a position in ORIX in Q2 2013 and has held it in 30 quarters since.
William Blair & Company's ORIX position peaked at $5.84M in Q3 2018.
319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.