Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$150,166,372
+$620,113 QoQ
Shares Held
5,007,215
-2.2% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $297,118,167 across 7 Financial Conglomerates names. IX ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
5,007,215 | $150,166,372 | |
| 2 | VOYA |
Voya Financial, Inc.
|
1,618,234 | $110,557,739 | |
| 3 | FRHC |
Freedom Holding Corp.
|
117,615 | $17,040,058 | |
| 4 | HTH |
Hilltop Holdings Inc.
|
407,345 | $14,591,092 | |
| 5 | TREE |
LendingTree, Inc.
|
105,011 | $4,502,867 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
35,424 | $259,301 | |
| 7 | TMS |
Teamshares Inc
|
71 | $738 |
All Filings in IX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,166,372 | 5,007,215 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $149,546,259 | 5,117,942 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $131,735,407 | 5,043,469 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $113,691,451 | 5,048,466 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $103,496,639 | 4,954,363 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $108,659,265 | 1,022,868 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $119,441,209 | 1,029,222 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $113,684,934 | 1,021,428 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $111,293,402 | 1,009,922 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $92,437,046 | 989,796 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $92,611,398 | 986,487 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $104,087,845 | 1,141,189 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $90,974,349 | 1,108,362 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $79,839,202 | 991,545 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $68,535,764 | 969,800 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $46,047,815 | 452,425 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $44,487,444 | 470,667 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $40,714,094 | 480,913 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $42,065,590 | 496,115 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $40,029,332 | 517,643 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $32,330,669 | 516,712 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $30,768,891 | 499,495 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $41,380,165 | 700,172 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||