William Blair Investment Management
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William Blair Investment Management’s ORIX IX Stock Holding History

William Blair Investment 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 		$1.05M Buy
+27,725
New +$986K ﹤0.01% 353
2019
Q1 		– Sell
-272,765
Closed -$3.9M – 419
2018
Q4 		$3.9M Sell
272,765
-119,075
-30% -$1.87M 0.02% 346
2018
Q3 		$6.35M Buy
391,840
+1,395
+0.4% +$22.5K 0.02% 352
2018
Q2 		$6.17M Sell
390,445
-101,190
-21% -$1.75M 0.02% 356
2018
Q1 		$8.84M Buy
491,635
+89,935
+22% +$1.63M 0.03% 317
2017
Q4 		$6.81M Buy
401,700
+86,720
+28% +$1.47M 0.03% 324
2017
Q3 		$5.1M Sell
314,980
-4,415
-1% -$71K 0.02% 353
2017
Q2 		$4.98M Sell
319,395
-28,060
-8% -$438K 0.02% 353
2017
Q1 		$5.17M Buy
347,455
+11,660
+3% +$181K 0.02% 349
2016
Q4 		$5.23M Buy
335,795
+3,920
+1% +$60.2K 0.02% 344
2016
Q3 		$4.92M Sell
331,875
-77,350
-19% -$1.09M 0.02% 354
2016
Q2 		$5.23M Sell
409,225
-13,135
-3% -$183K 0.02% 349
2016
Q1 		$6.03M Sell
422,360
-3,920
-0.9% -$53.4K 0.02% 336
2015
Q4 		$5.99M Buy
426,280
+208,290
+96% +$3.03M 0.02% 335
2015
Q3 		$2.83M Buy
+217,990
New +$3.02M 0.01% 848

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

William Blair Investment Management's IX Position: Q2 2026 in Review

William Blair Investment Management opened a new position in ORIX (IX) in Q2 2026: 27,725 shares worth $1.05M. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: William Blair Investment Management previously reported a position in IX as recently as Q4 2018.

William Blair Investment Management first reported a position in IX in Q3 2015 and has held it in 15 quarters since. The position peaked at $8.84M in Q1 2018. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • William Blair Investment Management held 27,725 shares of ORIX worth $1.05M as of Q2 2026.
  • ORIX was a new William Blair Investment Management position in Q2 2026.
  • ORIX made up ﹤0.01% of William Blair Investment Management's portfolio in Q2 2026, its #353 holding.
  • William Blair Investment Management first reported a position in ORIX in Q3 2015 and has held it in 15 quarters since.
  • William Blair Investment Management's ORIX position peaked at $8.84M in Q1 2018.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.