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IDEX (IEX) Institutional Ownership

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$160.99 -0.17 (-0.11%)
Closing price 10/13/2025 03:59 PM Eastern
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$160.86 -0.13 (-0.08%)
As of 10/13/2025 07:15 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)
420
Total
Institutional Inflows
(last 12 months)
$3.56B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$1.89B
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Skip Chart & View Institutional Buying and Selling Data

IEX Institutional Buying and Selling by Quarter

IDEX Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Congress Asset Management Co.1,293$210K0.0%N/A0.002%
10/9/2025 L. Roy Papp & Associates LLP13,409$2.18M0.2%-2.6%0.018%
10/9/2025 Franklin Street Advisors Inc. NC20,125$3.28M0.2%-16.6%0.027%
10/9/2025 Voya Investment Management LLC24,173$3.93M0.0%-9.3%0.032%
10/8/2025 Czech National Bank19,122$3.11M0.0%+3.6%0.025%
10/8/2025 Beacon Financial Group1,773$289K0.0%N/A0.002%
10/7/2025 Assenagon Asset Management S.A.55,047$8.96M0.0%+273.5%0.073%
10/2/2025 Central Pacific Bank Trust Division275$45K0.0%N/A0.000%
10/2/2025 GAMMA Investing LLC996$162K0.0%-23.7%0.001%
9/26/2025Corient Private Wealth LLC221,792$38.94M0.1%-3.6%0.295%
9/26/2025Capital A Wealth Management LLC159$28K0.3%N/A0.000%
9/24/2025Texas Permanent School Fund Corp5,046$886K0.0%-39.6%0.007%
8/27/2025Orion Porfolio Solutions LLC10,388$1.82M0.0%-1.9%0.014%
8/26/2025Thrivent Financial for Lutherans45,929$8.06M0.0%-17.5%0.061%
8/20/2025Kentucky Retirement Systems4,853$852K0.0%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund2,059$361K0.0%-6.5%0.003%
8/19/2025State of Wyoming2,550$448K0.1%+152.7%0.003%
8/18/2025Nomura Holdings Inc.12,234$2.15M0.0%+134.2%0.016%
8/18/2025Caxton Associates LLP13,843$2.43M0.1%N/A0.018%
8/18/2025CYBER HORNET ETFs LLC198$35K0.0%N/A0.000%
8/16/2025Public Sector Pension Investment Board5,699$1.00M0.0%-44.6%0.008%
8/16/2025FORA Capital LLC13,800$2.42M0.3%+20.8%0.018%
8/15/2025CANADA LIFE ASSURANCE Co113,297$19.92M0.0%-1.2%0.150%
8/15/2025Tower Research Capital LLC TRC 1,150$202K0.0%-63.8%0.002%
8/15/2025MUFG Securities EMEA plc223$39K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC224,394$39.40M0.1%-2.5%0.298%
8/15/2025State of Tennessee Department of Treasury8,484$1.49M0.0%-4.4%0.011%
8/15/2025Captrust Financial Advisors13,902$2.44M0.0%-12.0%0.018%
8/15/2025Vident Advisory LLC2,553$448K0.0%-11.3%0.003%
8/15/2025Two Sigma Securities LLC3,815$670K0.1%-29.9%0.005%
8/15/2025Tidal Investments LLC4,743$833K0.0%+25.6%0.006%
8/15/2025Sone Capital Management LLC228,092$40.05M3.7%+38.0%0.303%
8/15/2025Royal London Asset Management Ltd.38,601$6.78M0.0%-5.2%0.051%
8/15/2025Rafferty Asset Management LLC6,819$1.20M0.0%+20.6%0.009%
8/15/2025Oxford Asset Management LLP1,152$202K0.1%N/A0.002%
8/15/2025Orion Porfolio Solutions LLC10,388$1.82M0.0%-1.9%0.014%
8/15/2025MML Investors Services LLC4,021$706K0.0%+12.5%0.005%
8/15/2025Man Group plc3,599$632K0.0%N/A0.005%
8/15/2025Holocene Advisors LP79,539$13.97M0.0%+1.8%0.106%
8/15/2025Eventide Asset Management LLC101,755$17.87M0.3%+2.6%0.135%
8/15/2025Engineers Gate Manager LP44,755$7.86M0.1%+38.9%0.059%
8/15/2025Curi Capital LLC102,789$18.05M0.3%+29.7%0.137%
8/15/2025Benjamin Edwards Inc.1,403$246K0.0%+9.6%0.002%
8/15/2025BI Asset Management Fondsmaeglerselskab A S5,070$890K0.0%+9.4%0.007%
8/15/2025BNP Paribas Financial Markets99,793$17.52M0.0%-43.7%0.133%
8/15/2025Boothbay Fund Management LLC2,390$420K0.0%-36.4%0.003%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp11,882$2.09M0.0%-17.9%0.016%
8/15/2025Brevan Howard Capital Management LP4,205$738K0.0%N/A0.006%
8/15/2025Bamco Inc. NY220,991$38.80M0.1%-0.9%0.294%
8/15/2025Bank of America Corp DE401,728$70.53M0.0%-2.0%0.534%
8/15/2025Adage Capital Partners GP L.L.C.69,186$12.15M0.0%+0.1%0.092%
8/15/2025Ameriprise Financial Inc.137,939$24.22M0.0%-21.3%0.183%
8/15/2025AQR Capital Management LLC40,858$7.17M0.0%+403.5%0.054%
8/14/2025Jane Street Group LLC94,215$16.54M0.0%+283.1%0.125%
8/14/2025California State Teachers Retirement System136,204$23.91M0.0%+5.9%0.181%
8/14/2025Raymond James Financial Inc.74,847$13.14M0.0%-27.2%0.099%
8/14/2025Canada Pension Plan Investment Board9,327$1.64M0.0%-49.9%0.012%
8/14/2025Soros Fund Management LLC111,420$19.56M0.2%+2.0%0.148%
8/14/2025Bayesian Capital Management LP2,300$404K0.1%N/A0.003%
8/14/2025Occudo Quantitative Strategies LP2,646$465K0.1%N/A0.004%
8/14/2025Quantinno Capital Management LP12,455$2.19M0.0%-41.5%0.017%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.503,395$88.38M0.2%-1.4%0.669%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main6,996$1.23M0.0%-2.1%0.009%
8/14/2025Alliancebernstein L.P.90,267$15.85M0.0%-0.6%0.120%
8/14/2025Treasurer of the State of North Carolina35,308$6.20M0.0%+1.9%0.047%
8/14/2025The Manufacturers Life Insurance Company 42,933$7.54M0.0%-3.0%0.057%
8/14/2025Squarepoint Ops LLC264,492$46.44M0.0%+635.4%0.351%
8/14/2025Sei Investments Co.143,447$25.19M0.0%+5.8%0.191%
8/14/2025EDENTREE ASSET MANAGEMENT Ltd5,051$887K0.2%-86.6%0.007%
8/14/2025Qube Research & Technologies Ltd652,664$114.59M0.1%+142.2%0.867%
8/14/2025Intact Investment Management Inc.400$70K0.0%N/A0.001%
8/14/2025Investment Management Corp of Ontario1,811$318K0.0%-14.2%0.002%
8/14/2025iSAM Funds UK Ltd15,098$2.65M0.6%+198.6%0.020%
8/14/2025AXA S.A.37,275$6.54M0.0%-84.1%0.050%
8/14/2025State Street Corp3,099,752$544.22M0.0%+0.5%4.117%
8/14/2025Daiwa Securities Group Inc.13,513$2.37M0.0%+4.0%0.018%
8/14/2025Thematics Asset Management97,154$17.06M0.8%+4.3%0.129%
8/14/2025Vega Investment Solutions230$40K0.0%-54.5%0.000%
8/14/2025Natixis13,573$2.38M0.0%+663.8%0.018%
8/14/2025Ossiam3,791$666K0.0%+6.8%0.005%
8/14/2025Bank of Nova Scotia7,442$1.31M0.0%-5.9%0.010%
8/14/2025California Public Employees Retirement System184,408$32.38M0.0%-14.2%0.245%
8/14/2025Cerity Partners LLC18,658$3.28M0.0%+23.9%0.025%
8/14/2025Ecofi Investissements SA54,400$9.55M9.6%+35.5%0.072%
8/13/2025Gabelli Funds LLC193,400$33.96M0.2%-1.8%0.257%
8/13/2025Gamco Investors INC. ET AL175,149$30.75M0.3%-0.4%0.233%
8/13/2025Cresset Asset Management LLC1,247$219K0.0%N/A0.002%
8/13/2025Brown Advisory Inc.208,105$36.54M0.0%-12.1%0.276%
8/13/2025Amundi1,278,688$231.79M0.1%+2.3%1.698%
8/13/2025Marshall Wace LLP26,452$4.64M0.0%-93.4%0.035%
8/13/2025Baird Financial Group Inc.2,184$383K0.0%-27.2%0.003%
8/13/2025First Trust Advisors LP943,862$165.71M0.1%+7.4%1.254%
8/13/2025Kennedy Capital Management LLC12,114$2.13M0.1%-75.6%0.016%
8/13/2025EverSource Wealth Advisors LLC1,043$183K0.0%+41.1%0.001%
8/13/2025Invesco Ltd.1,559,341$273.77M0.0%+0.9%2.071%
8/13/2025Maren Capital LLC236,000$41.44M2.5%-4.4%0.313%
8/13/2025Blueshift Asset Management LLC5,040$885K0.3%+62.7%0.007%
8/13/2025Arrowstreet Capital Limited Partnership111,163$19.52M0.0%+340.6%0.148%
8/13/2025Quantbot Technologies LP29,505$5.18M0.1%-54.2%0.039%
8/13/2025M&T Bank Corp9,603$1.69M0.0%+5.1%0.013%
(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, 673 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.61B), Wellington Management Group LLP ($914.01M), State Street Corp ($544.22M), Morgan Stanley ($468.92M), Price T Rowe Associates Inc. MD ($355.25M), Geode Capital Management LLC ($349.87M), and Impax Asset Management Group plc ($345.25M).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 564 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 ($3.02M), Van ECK Associates Corp ($1.02M), Price T Rowe Associates Inc. MD ($833.21K), Flossbach Von Storch SE ($640.79K), Alecta Tjanstepension Omsesidigt ($631.17K), and Millennium Management LLC ($604.50K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 18,128,304 shares in the last 24 months. This purchase volume represents approximately $3.56B in transactions.

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

Of the 302 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), Marshall Wace LLP ($434.52K), Invesco Ltd. ($372.58K), Ceredex Value Advisors LLC ($303.35K), and Baird Financial Group Inc. ($295.40K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 9,736,972 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.


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This page (NYSE:IEX) was last updated on 10/14/2025 by MarketBeat.com Staff
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