MORGAN STANLEY

Position in IX — Orix Corp

CIK 895421 NEW YORK, NY

Back to IX Full portfolio

Position in IX

as of Mar 31, 2026 · filed May 15, 2026 Compact

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

25 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, 2026

MORGAN STANLEY holds $297,118,167 across 7 Financial Conglomerates names. IX ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$150,166,372	5,007,215	-2.2%	Shares	Defined	2026-05-15
2025-12-31	$149,546,259	5,117,942	+1.5%	Shares	Defined	2026-05-27
2025-09-30	$131,735,407	5,043,469	-0.1%	Shares	Defined	2026-05-27
2025-06-30	$113,691,451	5,048,466	+1.9%	Shares	Defined	2025-08-15
2025-03-31	$103,496,639	4,954,363	+384.4%	Shares	Defined	2025-05-15
2024-12-31	$108,659,265	1,022,868	-0.6%	Shares	Defined	2025-05-15
2024-09-30	$119,441,209	1,029,222	+0.8%	Shares	Defined	2025-05-14
2024-06-30	$113,684,934	1,021,428	+1.1%	Shares	Defined	2025-05-14
2024-03-31	$111,293,402	1,009,922	+2.0%	Shares	Defined	2024-10-17
2023-12-31	$92,437,046	989,796	+0.3%	Shares	Defined	2024-08-16
2023-09-30	$92,611,398	986,487	-13.6%	Shares	Defined	2023-11-15
2023-06-30	$104,087,845	1,141,189	+3.0%	Shares	Defined	2023-08-14
2023-03-31	$90,974,349	1,108,362	+11.8%	Shares	Defined	2023-05-15
2022-12-31	$79,839,202	991,545	+2.2%	Shares	Defined	2023-02-14
2022-09-30	$68,535,764	969,800	-6.6%	Shares	Defined	2022-11-14
2022-06-30	$87,374,909	1,038,200	+134.2%	Shares	Defined	2022-10-27
2022-03-31	$44,254,418	443,209	-2.0%	Shares	Defined	2022-10-27
2021-12-31	$46,047,815	452,425	-3.9%	Shares	Defined	2022-02-14
2021-09-30	$44,487,444	470,667	-2.1%	Shares	Defined	2021-11-15
2021-06-30	$40,714,094	480,913	-3.1%	Shares	Defined	2021-08-23
2021-03-31	$42,065,590	496,115	-4.2%	Shares	Defined	2021-05-17
2020-12-31	$40,029,332	517,643	+0.2%	Shares	Defined	2021-02-16
2020-09-30	$32,330,669	516,712	+3.4%	Shares	Defined	2020-11-13
2020-06-30	$30,768,891	499,495	-28.7%	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.