Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$178,260,649
+$17,131,985 QoQ
Shares Held
5,944,003
+7.8% QoQ
Ownership
0.544%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026FMR LLC holds $518,055,062 across 6 Financial Conglomerates names. IX ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
4,794,268 | $327,544,387 | |
| 2 | IX |
Orix Corp
This page
|
5,944,003 | $178,260,649 | |
| 3 | TREE |
LendingTree, Inc.
|
183,030 | $7,848,326 | |
| 4 | HTH |
Hilltop Holdings Inc.
|
118,982 | $4,261,935 | |
| 5 | FRHC |
Freedom Holding Corp.
|
849 | $123,003 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
2,290 | $16,762 |
All Filings in IX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,260,649 | 5,944,003 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $161,128,664 | 5,514,328 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $128,156,002 | 4,906,432 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $93,514,029 | 4,152,488 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $83,480,116 | 3,996,176 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $81,027,674 | 762,757 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $75,164,306 | 647,689 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $65,612,572 | 589,511 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $58,317,397 | 529,196 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $41,732,907 | 446,867 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $41,225,429 | 439,129 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $38,438,537 | 421,429 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $33,288,446 | 405,561 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $36,513,886 | 453,476 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $30,241,105 | 427,920 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $37,113,381 | 440,986 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $42,706,942 | 427,711 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $43,881,530 | 431,141 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,897,983 | 400,952 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $31,026,450 | 366,483 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $25,511,868 | 300,883 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $20,093,195 | 259,837 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $13,603,405 | 217,411 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,845,911 | 176,070 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $8,443,557 | 142,869 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||