Position in IX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$39,269,145
+$8,057,043 QoQ
Shares Held
1,309,408
+22.6% QoQ
Ownership
0.120%
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 99%
Shared 1%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026NORTHERN TRUST CORP holds $124,599,652 across 6 Financial Conglomerates names. IX ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
803,194 | $54,874,210 | |
| 2 | IX |
Orix Corp
This page
|
1,309,408 | $39,269,145 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
514,469 | $18,428,276 | |
| 4 | FRHC |
Freedom Holding Corp.
|
53,297 | $7,721,667 | |
| 5 | TREE |
LendingTree, Inc.
|
92,322 | $3,958,765 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
47,485 | $347,589 |
All Filings in IX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,269,145 | 1,309,408 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $31,212,102 | 1,068,176 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,460,690 | 1,089,613 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,084,305 | 1,069,463 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $22,354,241 | 1,070,093 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,730,138 | 213,971 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $15,253,843 | 131,442 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $14,710,631 | 132,171 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $14,510,363 | 131,673 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,031,806 | 128,834 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $12,220,264 | 130,169 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,825,557 | 129,652 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,148,780 | 123,645 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,785,996 | 121,535 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,943,993 | 126,560 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,985,319 | 130,529 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,498,421 | 135,187 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,969,099 | 137,248 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $12,863,321 | 136,091 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,306,873 | 204,428 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,679,770 | 243,894 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $18,671,867 | 241,457 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,356,428 | 245,428 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $14,729,544 | 239,116 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $16,306,575 | 275,915 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||