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IDEX (IEX) Institutional Ownership

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$185.51 +1.85 (+1.01%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$185.70 +0.19 (+0.10%)
As of 07/25/2025 04:11 PM Eastern
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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)
395
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$1.68B
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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
7/25/2025Verdence Capital Advisors LLC1,768$310K0.0%+9.1%0.002%
7/25/2025Envestnet Portfolio Solutions Inc.1,307$230K0.0%-11.6%0.002%
7/25/2025Sequoia Financial Advisors LLC1,569$275K0.0%N/A0.002%
7/25/2025Vest Financial LLC21,150$3.71M0.1%+34.6%0.028%
7/25/2025Yousif Capital Management LLC9,892$1.74M0.0%-0.9%0.013%
7/25/2025Allspring Global Investments Holdings LLC13,658$2.46M0.0%-41.6%0.018%
7/25/2025CWM LLC2,086$366K0.0%+25.2%0.003%
7/25/2025Vanguard Personalized Indexing Management LLC6,912$1.21M0.0%+24.9%0.009%
7/25/2025Johnson Investment Counsel Inc.310,743$54.56M0.5%+7.1%0.411%
7/24/2025 Aberdeen Group plc65,120$11.43M0.0%+12.7%0.086%
7/24/2025 Blue Trust Inc.446$78K0.0%+21.5%0.001%
7/24/2025 L. Roy Papp & Associates LLP13,769$2.42M0.3%+2.1%0.018%
7/24/2025 Callan Family Office LLC7,910$1.39M0.0%+199.1%0.010%
7/24/2025 Blair William & Co. IL3,697$649K0.0%-9.6%0.005%
7/24/2025 US Bancorp DE7,111$1.25M0.0%-23.0%0.009%
7/23/2025 Vontobel Holding Ltd.25,607$4.50M0.0%-1.7%0.034%
7/23/2025 KLP Kapitalforvaltning AS27,100$4.76M0.0%+5.9%0.036%
7/23/2025 Regency Capital Management Inc. DE4,959$871K0.5%N/A0.007%
7/22/2025 Fenimore Asset Management Inc872,652$153.21M3.1%+2.0%1.155%
7/22/2025 DAVENPORT & Co LLC1,932$339K0.0%+58.5%0.003%
7/21/2025 111 Capital4,778$839K0.1%N/A0.006%
7/21/2025 QRG Capital Management Inc.11,511$2.02M0.0%+13.6%0.015%
7/21/2025 Hahn Capital Management LLC4,640$815K0.4%-1.5%0.006%
7/21/2025 Mirae Asset Global Investments Co. Ltd.11,901$2.09M0.0%+8.9%0.016%
7/21/2025 Lecap Asset Management Ltd.11,405$2.00M0.7%-31.5%0.015%
7/21/2025 ASR Vermogensbeheer N.V.141,390$24.82M0.3%+2.5%0.187%
7/18/2025 Robeco Institutional Asset Management B.V.34,519$6.06M0.0%+4.2%0.046%
7/18/2025 Mountain Pacific Investment Advisers LLC241,343$42.37M3.1%-0.3%0.319%
7/18/2025 PFG Investments LLC1,190$209K0.0%-7.5%0.002%
7/18/2025 Truist Financial Corp43,233$7.59M0.0%-2.6%0.057%
7/17/2025 HB Wealth Management LLC1,173$206K0.0%N/A0.002%
7/17/2025 V Square Quantitative Management LLC2,553$448K0.1%+7.9%0.003%
7/17/2025 Camelot Portfolios LLC2,849$500K0.3%+11.0%0.004%
7/17/2025 Guyasuta Investment Advisors Inc.9,709$1.71M0.1%-0.8%0.013%
7/16/2025 Signaturefd LLC1,213$213K0.0%+111.7%0.002%
7/16/2025 State of Alaska Department of Revenue8,493$1.49M0.0%-4.2%0.011%
7/16/2025 Patton Fund Management Inc.1,273$224K0.2%N/A0.002%
7/16/2025 American National Bank & Trust144$25K0.0%N/A0.000%
7/16/2025 Hartford Investment Management Co.4,490$788K0.0%-2.6%0.006%
7/16/2025 Steph & Co.240$42K0.0%N/A0.000%
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7/15/2025 Public Employees Retirement System of Ohio23,467$4.12M0.0%+0.6%0.031%
7/15/2025 Fifth Third Bancorp1,900$334K0.0%-9.5%0.003%
7/15/2025 Covea Finance25,400$4.46M0.2%+41.1%0.034%
7/14/2025 GAMMA Investing LLC1,305$229K0.0%+42.6%0.002%
7/14/2025 Park Avenue Securities LLC2,388$419K0.0%+27.7%0.003%
7/11/2025 Farther Finance Advisors LLC370$65K0.0%-38.0%0.000%
7/11/2025 Assenagon Asset Management S.A.14,738$2.59M0.0%-84.7%0.020%
7/11/2025 IFM Investors Pty Ltd20,375$3.58M0.0%+8.3%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC6,341$1.15M0.0%+23.4%0.008%
7/10/2025 Mn Services Vermogensbeheer B.V.27,890$4.90M0.0%+1.5%0.037%
7/10/2025 Alecta Tjanstepension Omsesidigt689,900$121.13M0.6%-13.8%0.913%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd10,195$1.79M0.0%+26.6%0.013%
7/9/2025 Tounjian Advisory Partners LLC18,278$3.31M0.6%-2.2%0.024%
7/9/2025 Czech National Bank18,465$3.24M0.0%+6.2%0.024%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.143$25K0.0%+257.5%0.000%
7/1/2025 Legacy Wealth Management LLC MS16,463$2.89M0.9%+1,017.7%0.022%
6/23/2025 Swedbank AB55,396$10.03M0.0%+16.2%0.073%
6/18/2025Voya Investment Management LLC27,556$4.99M0.0%+2.5%0.036%
6/17/2025Guinness Asset Management LTD2,079$376K0.0%-13.7%0.003%
6/6/2025 Hahn Capital Management LLC4,710$852K0.4%-15.0%0.006%
6/4/2025 First Hawaiian Bank8,652$1.57M0.1%-27.7%0.011%
5/21/2025 IFM Investors Pty Ltd18,818$3.41M0.0%+1.1%0.025%
5/20/2025Focus Partners Wealth7,320$1.33M0.0%-13.8%0.010%
5/20/2025Glenview Trust co6,829$1.24M0.0%+4.9%0.009%
5/19/2025Jane Street Group LLC24,592$4.45M0.0%-57.0%0.033%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC769,341$139.23M0.0%+2.9%1.018%
5/16/2025Empowered Funds LLC1,646$298K0.0%+3.4%0.002%
5/16/2025MBB Public Markets I LLC1,712$310K0.0%N/A0.002%
5/16/2025United Services Automobile Association1,551$281K0.0%N/A0.002%
5/16/2025Goldman Sachs Group Inc.440,843$79.78M0.0%-15.7%0.584%
5/16/2025Dynamic Technology Lab Private Ltd5,024$909K0.1%N/A0.007%
5/16/2025USS Investment Management Ltd15,200$2.75M0.0%+25.7%0.020%
5/16/2025 UniSuper Management Pty Ltd11,424$2.07M0.0%+15.0%0.015%
5/16/2025Petrus Trust Company LTA2,097$379K0.0%N/A0.003%
5/16/2025NFJ Investment Group LLC14,824$2.68M0.1%-26.8%0.020%
5/16/2025Nissay Asset Management Corp Japan ADV9,359$1.69M0.0%+1.1%0.012%
5/16/2025NewEdge Advisors LLC1,233$223K0.0%-15.9%0.002%
5/16/2025Millennium Management LLC487,274$88.18M0.0%+1,232.4%0.645%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.510,333$92.36M0.2%-3.6%0.676%
5/16/2025Interval Partners LP179,779$32.54M0.7%N/A0.238%
5/16/2025Eventide Asset Management LLC99,182$17.95M0.4%+23.7%0.131%
5/16/2025Curi RMB Capital LLC79,279$14.35M0.4%-10.5%0.105%
5/16/2025Alliancebernstein L.P.90,835$16.44M0.0%-2.8%0.120%
5/16/2025AQR Capital Management LLC8,115$1.45M0.0%-20.4%0.011%
5/16/2025Amundi1,249,546$220.85M0.1%+23.4%1.654%
5/16/2025Adage Capital Partners GP L.L.C.69,086$12.50M0.0%N/A0.091%
5/15/2025Paloma Partners Management Co11,500$2.08M0.3%-71.3%0.015%
5/15/2025Royal Bank of Canada102,836$18.61M0.0%-21.3%0.136%
5/15/2025Quarry LP630$114K0.0%+166.9%0.001%
5/15/2025Nomura Holdings Inc.5,224$945K0.0%+4.8%0.007%
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5/15/2025Baird Financial Group Inc.2,999$543K0.0%-98.8%0.004%
5/15/2025Vident Advisory LLC2,879$521K0.0%+81.4%0.004%
5/15/2025Magnetar Financial LLC52,395$9.48M0.1%+899.7%0.069%
5/15/2025Canada Pension Plan Investment Board18,627$3.37M0.0%+60.2%0.025%
5/15/2025State of Wyoming1,009$183K0.0%+19.0%0.001%
5/15/2025OMERS ADMINISTRATION Corp2,708$490K0.0%-14.1%0.004%
5/15/2025BNP Paribas Financial Markets177,097$32.05M0.0%+41.6%0.234%
5/15/2025Champlain Investment Partners LLC1,044,739$189.07M1.4%-7.8%1.383%
5/14/2025B. Metzler seel. Sohn & Co. AG6,228$1.13M0.0%+69.2%0.008%
5/14/2025Gamco Investors INC. ET AL175,891$31.83M0.4%-1.2%0.233%
(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, 664 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.67B), BlackRock Inc. ($1.28B), Wellington Management Group LLP ($914.01M), State Street Corp ($647.36M), Morgan Stanley ($468.92M), Geode Capital Management LLC ($399.35M), and Impax Asset Management Group plc ($363.16M).Learn more on IDEX's institutional investors.

What percentage of IDEX's stock is owned by institutional investors?

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

Which institutional investors have been buying IDEX's stock?

Of the 548 institutional investors that purchased IDEX's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($3.69M), Norges Bank ($2.13M), Van ECK Associates Corp ($1.02M), Price T Rowe Associates Inc. MD ($833.21K), Alecta Tjanstepension Omsesidigt ($781.17K), Millennium Management LLC ($604.50K), and Champlain Investment Partners LLC ($411.83K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 15,777,100 shares in the last 24 months. This purchase volume represents approximately $3.19B in transactions.

Which of IDEX's major shareholders have been selling company stock?

Of the 277 institutional investors that sold IDEX's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($1.70M), Amundi ($631.06K), JPMorgan Chase & Co. ($535.22K), Invesco Ltd. ($372.58K), Ceredex Value Advisors LLC ($303.35K), Baird Financial Group Inc. ($294.58K), and Franklin Resources Inc. ($196.27K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 8,462,878 shares in the last 24 months. This volume of shares sold represents approximately $1.68B in transactions.



This page (NYSE:IEX) was last updated on 7/26/2025 by MarketBeat.com Staff
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