Ritholtz Wealth Management

SEC CIK: 0001698218
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

IX holding history

Orix Corp in every 13F filed by Ritholtz Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IX overview All 13F holders of IX Full Q2 2026 holdings

Shares (Q2 2026): 128,737
Value: $4.90M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IX by Ritholtz Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	128,737	$4.90M	0.1%	+24,640+23.7%	Added	Holders
Q1 2026	104,097	$3.12M	0.1%	+25,410+32.3%	Added	Holders
Q4 2025	78,687	$2.30M	<0.1%	+891+1.1%	Added	Holders
Q3 2025	77,796	$2.03M	<0.1%	+677+0.9%	Added	Holders
Q2 2025	77,119	$1.74M	<0.1%	−6,305−7.6%	Reduced	Holders
Q1 2025	83,424	$1.74M	0.1%	−4,781−5.4%	ReducedConverted for a 5-for-1 split	Holders
Q4 2024	17,641	$1.87M	0.1%	−505−2.8%	Reduced	Holders
Q3 2024	18,146	$2.11M	0.1%	+1,818+11.1%	Added	Holders
Q2 2024	16,328	$1.82M	0.1%	−450−2.7%	Reduced	Holders
Q1 2024	16,778	$1.85M	0.1%	+338+2.1%	Added	Holders
Q4 2023	16,440	$1.54M	0.1%	+71+0.4%	Added	Holders
Q3 2023	16,369	$1.54M	0.1%	−20−0.1%	Reduced	Holders
Q2 2023	16,389	$1.49M	0.1%	−980−5.6%	Reduced	Holders
Q1 2023	17,369	$1.43M	0.1%	−4,609−21.0%	Reduced	Holders
Q4 2022	21,978	$1.77M	0.1%	+8,593+64.2%	Added	Holders
Q3 2022	13,385	$946.0K	0.1%	−3,293−19.7%	Reduced	Holders
Q2 2022	16,678	$1.40M	0.1%	−1,455−8.0%	Reduced	Holders
Q1 2022	18,133	$1.81M	0.1%	+1,950+12.0%	Added	Holders
Q4 2021	16,183	$1.65M	0.1%	+3,922+32.0%	Added	Holders
Q3 2021	12,261	$1.16M	0.1%	+2,230+22.2%	Added	Holders
Q2 2021	10,031	$849.0K	0.1%	+2,344+30.5%	Added	Holders
Q1 2021	7,687	$652.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.