Position in IX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$55,183,339
+$1,780,108 QoQ
Shares Held
1,840,058
+0.7% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026TODD ASSET MANAGEMENT LLC holds $55,183,339 across 1 Financial Conglomerates name. IX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
1,840,058 | $55,183,339 |
All Filings in IX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,183,339 | 1,840,058 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $53,403,231 | 1,827,626 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $48,244,004 | 1,847,014 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $39,211,305 | 1,741,177 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $36,097,584 | 1,727,984 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $36,778,949 | 346,220 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $39,920,735 | 343,996 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $38,541,520 | 346,285 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,768,806 | 306,432 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,139,486 | 279,896 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $26,839,165 | 285,888 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $26,344,730 | 288,836 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $19,916,300 | 242,645 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $19,247,580 | 239,041 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,752,959 | 237,059 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $25,837,372 | 307,003 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $29,260,443 | 293,044 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $23,972,853 | 235,536 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $18,974,984 | 200,751 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $16,819,486 | 198,671 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $19,606,924 | 231,241 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $21,566,408 | 278,888 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $17,039,562 | 272,328 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $16,662,861 | 270,501 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $15,900,145 | 269,038 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||