Position in IX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$28,159,618
+$1,664,589 QoQ
Shares Held
938,967
+3.6% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026BlackRock, Inc. holds $1,043,744,970 across 6 Financial Conglomerates names. IX ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
9,392,187 | $641,674,208 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
6,612,745 | $236,868,518 | |
| 3 | FRHC |
Freedom Holding Corp.
|
602,634 | $87,309,607 | |
| 4 | TREE |
LendingTree, Inc.
|
1,089,966 | $46,737,736 | |
| 5 | IX |
Orix Corp
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|
938,967 | $28,159,618 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
409,192 | $2,995,283 |
All Filings in IX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,159,618 | 938,967 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,495,029 | 906,743 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,407,572 | 934,440 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,739,072 | 876,513 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,270,397 | 922,470 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19,927,791 | 187,591 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $22,655,048 | 195,218 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||