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IDEX (IEX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for IDEX (NYSE:IEX)

Current
Institutional Ownership
Percentage
97.96%
Number of
Institutional Buyers
(last 12 months)
362
Total
Institutional Inflows
(last 12 months)
$2.88B
Number of
Institutional Sellers
(last 12 months)
258
Total
Institutional Outflows
(last 12 months)
$1.31B
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IEX Institutional Buying and Selling by Quarter

IDEX Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Xponance Inc.10,395$1.88M0.0%+0.9%0.014%
4/30/2025Robeco Schweiz AG277,779$50.27M1.2%-1.9%0.368%
4/30/2025Cerity Partners LLC15,054$2.72M0.0%-19.7%0.020%
4/30/2025Alps Advisors Inc.5,990$1.08M0.0%+1.0%0.008%
4/30/2025Nisa Investment Advisors LLC30,200$5.47M0.0%-8.0%0.040%
4/30/2025New Mexico Educational Retirement Board3,500$633K0.0%-2.8%0.005%
4/30/2025Regents Gate Capital LLP56,455$10.22M4.3%N/A0.075%
4/30/2025Flossbach Von Storch SE275,267$49.82M0.2%N/A0.364%
4/30/2025DekaBank Deutsche Girozentrale103,147$18.38M0.0%-8.7%0.137%
4/30/2025M&T Bank Corp9,134$1.65M0.0%-59.6%0.012%
4/30/2025Stratos Wealth Partners LTD.1,657$300K0.0%-72.6%0.002%
4/30/2025Brown Advisory Inc.236,697$42.84M0.1%-4.5%0.313%
4/30/2025Crossmark Global Holdings Inc.2,309$418K0.0%-17.6%0.003%
4/29/2025 Envestnet Asset Management Inc.87,725$15.88M0.0%-21.5%0.116%
4/29/2025 Penserra Capital Management LLC363$65K0.0%-32.8%0.000%
4/29/2025 Simmons Bank2,617$474K0.0%-3.3%0.003%
4/29/2025 Bank of New York Mellon Corp611,422$110.65M0.0%-4.9%0.809%
4/29/2025 Impax Asset Management Group plc2,006,724$363.16M2.2%+11.5%2.656%
4/29/2025 IFM Investors Pty Ltd19,612$3.55M0.0%+5.4%0.026%
4/29/2025 OneDigital Investment Advisors LLC1,874$339K0.0%+15.7%0.002%
4/28/2025 Teacher Retirement System of Texas11,070$2.00M0.0%N/A0.015%
4/28/2025 First Bank & Trust1,114$202K0.0%-9.9%0.001%
4/28/2025 WCM Investment Management LLC1,623$294K0.0%+57.6%0.002%
4/28/2025 Rossby Financial LCC932$161K0.1%-8.4%0.001%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd8,050$1.46M0.0%+3.9%0.011%
4/28/2025 Vontobel Holding Ltd.26,042$4.71M0.0%-10.1%0.034%
4/25/2025 CHURCHILL MANAGEMENT Corp21,913$3.97M0.1%-0.8%0.029%
4/25/2025 Amalgamated Bank14,731$2.67M0.0%+1.0%0.019%
4/25/2025 KBC Group NV8,394$1.52M0.0%-53.0%0.011%
4/25/2025 Sumitomo Mitsui Trust Group Inc.172,732$31.26M0.0%+0.4%0.229%
4/24/2025 Mirae Asset Global Investments Co. Ltd.10,930$1.98M0.0%+9.0%0.014%
4/24/2025 Bartlett & CO. Wealth Management LLC4,550$823K0.0%-8.1%0.006%
4/23/2025 Robeco Institutional Asset Management B.V.33,126$6.00M0.0%+0.2%0.044%
4/23/2025 Bessemer Group Inc.596$108K0.0%-9.7%0.001%
4/23/2025 Spire Wealth Management170$31K0.0%-52.9%0.000%
4/23/2025 Lecap Asset Management Ltd.16,646$3.01M0.7%N/A0.022%
4/23/2025 Sheets Smith Wealth Management4,207$761K0.1%+18.4%0.006%
4/23/2025 Asset Management One Co. Ltd.34,569$6.26M0.0%+14.3%0.046%
4/23/2025 AssuredPartners Investment Advisors LLC2,032$368K0.1%+10.3%0.003%
4/23/2025 GHP Investment Advisors Inc.16,812$3.04M0.1%-4.7%0.022%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
4/23/2025 Oppenheimer Asset Management Inc.8,332$1.51M0.0%+0.7%0.011%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund2,202$398K0.0%N/A0.003%
4/22/2025 Praxis Investment Management Inc.2,700$489K0.0%+65.6%0.004%
4/22/2025 Covea Finance18,000$3.26M0.1%+24.1%0.024%
4/21/2025 Avior Wealth Management LLC2,839$514K0.0%+25.0%0.004%
4/21/2025 Retirement Systems of Alabama16,272$2.95M0.0%-0.8%0.022%
4/21/2025 Envestnet Portfolio Solutions Inc.1,478$268K0.0%-59.6%0.002%
4/21/2025 Boston Trust Walden Corp272,474$49.31M0.4%+17.4%0.361%
4/21/2025 Johnson Investment Counsel Inc.290,262$52.53M0.5%+13.9%0.384%
4/21/2025 State of Alaska Department of Revenue8,868$1.60M0.0%+2.7%0.012%
4/17/2025 Blackston Financial Advisory Group LLC2,666$483K0.2%+16.0%0.004%
4/17/2025 Mountain Pacific Investment Advisers LLC242,135$43.82M3.3%-0.8%0.321%
4/17/2025 QRG Capital Management Inc.10,131$1.83M0.0%-2.2%0.013%
4/17/2025 Janney Montgomery Scott LLC1,218$221K0.0%-27.2%0.002%
4/17/2025 Mn Services Vermogensbeheer B.V.27,490$4.98M0.0%-9.5%0.036%
4/17/2025 Exchange Traded Concepts LLC14,099$2.55M0.0%+29.2%0.019%
4/16/2025 Wealth Enhancement Advisory Services LLC5,139$930K0.0%+4.3%0.007%
4/16/2025 Azzad Asset Management Inc. ADV1,917$347K0.0%+5.0%0.003%
4/16/2025 Albert D Mason Inc.4,627$837K0.6%+2.1%0.006%
4/16/2025 RMR Wealth Builders1,511$273K0.0%+5.1%0.002%
4/15/2025 Net Worth Advisory Group2,765$500K0.2%+4.3%0.004%
4/15/2025 CX Institutional419$76K0.0%-71.8%0.001%
4/15/2025 Assenagon Asset Management S.A.96,361$17.44M0.0%+39.9%0.128%
4/15/2025 SG Americas Securities LLC9,193$1.66M0.0%+329.0%0.012%
4/15/2025 GAMMA Investing LLC915$166K0.0%+49.0%0.001%
4/14/2025 Yousif Capital Management LLC9,979$1.81M0.0%-1.1%0.013%
4/14/2025 Tounjian Advisory Partners LLC18,692$3.38M0.6%N/A0.025%
4/14/2025 Fenimore Asset Management Inc855,951$154.90M3.3%+2.0%1.133%
4/14/2025 Park Avenue Securities LLC1,870$338K0.0%-19.7%0.002%
4/14/2025 UMB Bank n.a.224$41K0.0%+63.5%0.000%
4/11/2025 Vest Financial LLC15,712$2.84M0.0%+36.3%0.021%
4/10/2025 L. Roy Papp & Associates LLP13,480$2.44M0.3%-4.8%0.018%
4/9/2025 Sentry Investment Management LLC216$39K0.0%-23.1%0.000%
4/9/2025 Czech National Bank17,392$3.15M0.0%+5.9%0.023%
4/8/2025 Rhumbline Advisers172,103$31.15M0.0%+6.1%0.228%
4/8/2025 Parallel Advisors LLC610$110K0.0%-19.5%0.001%
4/7/2025 GAMMA Investing LLC165,588$299.66M0.1%+26,868.7%0.219%
4/3/2025 Versant Capital Management Inc439$79K0.0%+970.7%0.001%
4/3/2025 First Hawaiian Bank8,652$1.57M0.1%-27.7%0.011%
4/3/2025 Legacy Wealth Management LLC MS1,473$267K0.1%N/A0.002%
4/1/2025 MassMutual Private Wealth & Trust FSB143$26K0.0%+81.0%0.000%
3/18/2025California State Teachers Retirement System131,637$27.55M0.0%+6.3%0.174%
3/18/2025111 Capital4,854$1.02M0.2%N/A0.006%
3/17/2025 Wealth Enhancement Advisory Services LLC4,925$1.03M0.0%+1.3%0.006%
3/14/2025Lansforsakringar Fondforvaltning AB publ 24,307$5.09M0.1%N/A0.032%
3/4/2025Siemens Fonds Invest GmbH4,243$888K0.0%+275.5%0.006%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH110,842$23.20M0.0%N/A0.146%
2/20/2025Mackenzie Financial Corp6,976$1.46M0.0%+10.7%0.009%
2/20/2025Forum Financial Management LP1,283$269K0.0%N/A0.002%
2/19/2025Toronto Dominion Bank25,564$5.35M0.0%-34.3%0.034%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
2/19/2025Public Employees Retirement System of Ohio26,023$5.45M0.0%-5.4%0.034%
2/18/2025Orion Capital Management LLC413$86K0.0%N/A0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC747,554$156.46M0.0%+15.8%0.987%
2/17/2025USS Investment Management Ltd12,096$2.53M0.0%-8.6%0.016%
2/17/2025Voloridge Investment Management LLC153,229$32.07M0.1%-45.9%0.202%
2/17/2025Worldquant Millennium Advisors LLC29,594$6.19M0.0%-52.8%0.039%
2/17/2025Vident Advisory LLC1,587$332K0.0%-91.7%0.002%
2/17/2025Sovereign s Capital Management LLC2,009$420K0.3%N/A0.003%
2/17/2025Squarepoint Ops LLC2,123$444K0.0%+4.2%0.003%
2/17/2025Two Sigma Advisers LP316,800$66.30M0.2%-23.3%0.418%
(Data available from 1/1/2016 forward)

IEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEX shares?

During the previous two years, 663 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.95B), BlackRock Inc. ($1.28B), Wellington Management Group LLP ($883.12M), Price T Rowe Associates Inc. MD ($767.42M), State Street Corp ($647.36M), Morgan Stanley ($468.92M), and Geode Capital Management LLC ($399.35M).Learn more on IEX's institutional investors.

What percentage of IDEX stock is owned by institutional investors?

97.96% of IDEX stock is owned by institutional investors. Learn more on IEX's institutional investor holdings.

Which institutional investors have been buying IDEX stock?

Of the 528 institutional investors that purchased IDEX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($3.86M), Wellington Management Group LLP ($2.86M), Norges Bank ($2.13M), Price T Rowe Associates Inc. MD ($1.97M), Van ECK Associates Corp ($1.02M), Alecta Tjanstepension Omsesidigt ($781.17K), and Ceredex Value Advisors LLC ($539.02K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 26,387,737 shares in the last 24 months. This purchase volume represents approximately $5.65B in transactions.

Which IDEX major shareholders have been selling company stock?

Of the 391 institutional investors that sold IDEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($1.10M), Brown Advisory Inc. ($1.00M), Invesco Ltd. ($739.42K), FMR LLC ($715.94K), Amundi ($631.06K), JPMorgan Chase & Co. ($585.34K), and Congress Asset Management Co. MA ($540.94K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 14,004,551 shares in the last 24 months. This volume of shares sold represents approximately $3.01B in transactions.



This page (NYSE:IEX) was last updated on 5/1/2025 by MarketBeat.com Staff
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