Rockefeller Capital Management L.P.

Position in IX — Orix Corp

CIK 1739439 NEW YORK, NY

Position in IX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$534,194

+$190,030 QoQ

Shares Held

14,043

+22.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#131

of 317 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $1,043,261 across 5 Financial Conglomerates names. IX ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	14,043	$534,194
2	VOYA	Voya Financial, Inc.	5,421	$490,762
3	FRHC	Freedom Holding Corp.	91	$11,871
4	TREE	LendingTree, Inc.	91	$4,030
5	HTH	Hilltop Holdings Inc.	62	$2,404

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,194	14,043	+22.4%	Shares	Defined	2026-08-13
2026-03-31	$344,164	11,476	+106.8%	Shares	Defined	2026-05-14
2025-12-31	$162,111	5,548	+63.5%	Shares	Defined	2026-03-17
2025-09-30	$88,624	3,393	+659.1%	Shares	Defined	2025-11-14
2022-12-31	$35,991	447	-27.4%	Shares	Defined	2023-03-06
2022-09-30	$43,531	616	+39.7%	Shares	Defined	2022-11-02
2022-06-30	$37,113	441	+9.7%	Shares	Defined	2022-08-12
2022-03-31	$40,139	402	+20.7%	Shares	Defined	2022-05-13
2021-12-31	$33,891	333	+80.0%	Shares	Defined	2022-02-14
2021-09-30	$17,485	185	+128.4%	Shares	Defined	2021-11-12
2021-06-30	$6,857	81	+17.4%	Shares	Defined	2021-08-10
2021-03-31	$5,850	69	-30.3%	Shares	Defined	2021-05-11
2020-12-31	$7,654	99	+15.1%	Shares	Defined	2021-02-12
2020-09-30	$5,381	86	+218.5%	Shares	Defined	2020-11-13
2020-06-30	$1,663	27	-55.0%	Shares	Defined	2020-08-12
2020-03-31	$3,546	60	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.