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IDEX (IEX) Institutional Ownership

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$164.72 -0.14 (-0.09%)
Closing price 03:59 PM Eastern
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$164.94 +0.22 (+0.13%)
As of 04:10 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)
421
Total
Institutional Inflows
(last 12 months)
$3.56B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$1.90B
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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
8/27/2025 Orion Porfolio Solutions LLC10,388$1.82M0.0%-1.9%0.014%
8/26/2025 Thrivent Financial for Lutherans45,929$8.06M0.0%-17.5%0.061%
8/20/2025 Kentucky Retirement Systems4,853$852K0.0%-6.1%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund2,059$361K0.0%-6.5%0.003%
8/19/2025 State of Wyoming2,550$448K0.1%+152.7%0.003%
8/18/2025 Nomura Holdings Inc.12,234$2.15M0.0%+134.2%0.016%
8/18/2025 Caxton Associates LLP13,843$2.43M0.1%N/A0.018%
8/18/2025 CYBER HORNET ETFs LLC198$35K0.0%N/A0.000%
8/16/2025 Public Sector Pension Investment Board5,699$1.00M0.0%-44.6%0.008%
8/16/2025 FORA Capital LLC13,800$2.42M0.3%+20.8%0.018%
8/15/2025 CANADA LIFE ASSURANCE Co113,297$19.92M0.0%-1.2%0.150%
8/15/2025 Tower Research Capital LLC TRC 1,150$202K0.0%-63.8%0.002%
8/15/2025 MUFG Securities EMEA plc223$39K0.0%N/A0.000%
8/15/2025 Corient Private Wealth LLC224,394$39.40M0.1%-2.5%0.298%
8/15/2025 State of Tennessee Department of Treasury8,484$1.49M0.0%-4.4%0.011%
8/15/2025 Captrust Financial Advisors13,902$2.44M0.0%-12.0%0.018%
8/15/2025 Vident Advisory LLC2,553$448K0.0%-11.3%0.003%
8/15/2025 Two Sigma Securities LLC3,815$670K0.1%-29.9%0.005%
8/15/2025 Tidal Investments LLC4,743$833K0.0%+25.6%0.006%
8/15/2025 Sone Capital Management LLC228,092$40.05M3.7%+38.0%0.303%
8/15/2025 Royal London Asset Management Ltd.38,601$6.78M0.0%-5.2%0.051%
8/15/2025 Rafferty Asset Management LLC6,819$1.20M0.0%+20.6%0.009%
8/15/2025 Oxford Asset Management LLP1,152$202K0.1%N/A0.002%
8/15/2025 Orion Porfolio Solutions LLC10,388$1.82M0.0%-1.9%0.014%
8/15/2025 MML Investors Services LLC4,021$706K0.0%+12.5%0.005%
8/15/2025 Man Group plc3,599$632K0.0%N/A0.005%
8/15/2025 Holocene Advisors LP79,539$13.97M0.0%+1.8%0.106%
8/15/2025 Eventide Asset Management LLC101,755$17.87M0.3%+2.6%0.135%
8/15/2025 Engineers Gate Manager LP44,755$7.86M0.1%+38.9%0.059%
8/15/2025 Curi Capital LLC102,789$18.05M0.3%+29.7%0.137%
8/15/2025 Benjamin Edwards Inc.1,403$246K0.0%+9.6%0.002%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S5,070$890K0.0%+9.4%0.007%
8/15/2025 BNP Paribas Financial Markets99,793$17.52M0.0%-43.7%0.133%
8/15/2025 Boothbay Fund Management LLC2,390$420K0.0%-36.4%0.003%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp11,882$2.09M0.0%-17.9%0.016%
8/15/2025 Brevan Howard Capital Management LP4,205$738K0.0%N/A0.006%
8/15/2025 Bamco Inc. NY220,991$38.80M0.1%-0.9%0.294%
8/15/2025 Bank of America Corp DE401,728$70.53M0.0%-2.0%0.534%
8/15/2025 Adage Capital Partners GP L.L.C.69,186$12.15M0.0%+0.1%0.092%
8/15/2025 Ameriprise Financial Inc.137,939$24.22M0.0%-21.3%0.183%
8/15/2025 AQR Capital Management LLC40,858$7.17M0.0%+403.5%0.054%
8/14/2025 Jane Street Group LLC94,215$16.54M0.0%+283.1%0.125%
8/14/2025 California State Teachers Retirement System136,204$23.91M0.0%+5.9%0.181%
8/14/2025 Raymond James Financial Inc.74,847$13.14M0.0%-27.2%0.099%
8/14/2025 Canada Pension Plan Investment Board9,327$1.64M0.0%-49.9%0.012%
8/14/2025 Soros Fund Management LLC111,420$19.56M0.2%+2.0%0.148%
8/14/2025 Bayesian Capital Management LP2,300$404K0.1%N/A0.003%
8/14/2025 Occudo Quantitative Strategies LP2,646$465K0.1%N/A0.004%
8/14/2025 Quantinno Capital Management LP12,455$2.19M0.0%-41.5%0.017%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.503,395$88.38M0.2%-1.4%0.669%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main6,996$1.23M0.0%-2.1%0.009%
8/14/2025 Alliancebernstein L.P.90,267$15.85M0.0%-0.6%0.120%
8/14/2025 Treasurer of the State of North Carolina35,308$6.20M0.0%+1.9%0.047%
8/14/2025 The Manufacturers Life Insurance Company 42,933$7.54M0.0%-3.0%0.057%
8/14/2025 Squarepoint Ops LLC264,492$46.44M0.0%+635.4%0.351%
8/14/2025 Sei Investments Co.143,447$25.19M0.0%+5.8%0.191%
8/14/2025 EDENTREE ASSET MANAGEMENT Ltd5,051$887K0.2%-86.6%0.007%
8/14/2025 Qube Research & Technologies Ltd652,664$114.59M0.1%+142.2%0.867%
8/14/2025 Intact Investment Management Inc.400$70K0.0%N/A0.001%
8/14/2025 Investment Management Corp of Ontario1,811$318K0.0%-14.2%0.002%
8/14/2025 iSAM Funds UK Ltd15,098$2.65M0.6%+198.6%0.020%
8/14/2025 AXA S.A.37,275$6.54M0.0%-84.1%0.050%
8/14/2025 State Street Corp3,099,752$544.22M0.0%+0.5%4.117%
8/14/2025 Daiwa Securities Group Inc.13,513$2.37M0.0%+4.0%0.018%
8/14/2025 Thematics Asset Management97,154$17.06M0.8%+4.3%0.129%
8/14/2025 Vega Investment Solutions230$40K0.0%-54.5%0.000%
8/14/2025 Natixis13,573$2.38M0.0%+663.8%0.018%
8/14/2025 Ossiam3,791$666K0.0%+6.8%0.005%
8/14/2025 Bank of Nova Scotia7,442$1.31M0.0%-5.9%0.010%
8/14/2025 California Public Employees Retirement System184,408$32.38M0.0%-14.2%0.245%
8/14/2025 Cerity Partners LLC18,658$3.28M0.0%+23.9%0.025%
8/14/2025 Ecofi Investissements SA54,400$9.55M9.6%+35.5%0.072%
8/13/2025 Gabelli Funds LLC193,400$33.96M0.2%-1.8%0.257%
8/13/2025 Gamco Investors INC. ET AL175,149$30.75M0.3%-0.4%0.233%
8/13/2025 Cresset Asset Management LLC1,247$219K0.0%N/A0.002%
8/13/2025 Brown Advisory Inc.208,105$36.54M0.0%-12.1%0.276%
8/13/2025 Amundi1,278,688$231.79M0.1%+2.3%1.698%
8/13/2025 Marshall Wace LLP26,452$4.64M0.0%-93.4%0.035%
8/13/2025 Baird Financial Group Inc.2,184$383K0.0%-27.2%0.003%
8/13/2025 First Trust Advisors LP943,862$165.71M0.1%+7.4%1.254%
8/13/2025 Kennedy Capital Management LLC12,114$2.13M0.1%-75.6%0.016%
8/13/2025 EverSource Wealth Advisors LLC1,043$183K0.0%+41.1%0.001%
8/13/2025 Invesco Ltd.1,559,341$273.77M0.0%+0.9%2.071%
8/13/2025 Maren Capital LLC236,000$41.44M2.5%-4.4%0.313%
8/13/2025 Blueshift Asset Management LLC5,040$885K0.3%+62.7%0.007%
8/13/2025 Arrowstreet Capital Limited Partnership111,163$19.52M0.0%+340.6%0.148%
8/13/2025 Quantbot Technologies LP29,505$5.18M0.1%-54.2%0.039%
8/13/2025 M&T Bank Corp9,603$1.69M0.0%+5.1%0.013%
8/13/2025 Distillate Capital Partners LLC71,334$12.52M0.7%N/A0.095%
8/13/2025 Fisher Asset Management LLC707,223$124.17M0.0%+7.3%0.939%
8/13/2025 Claret Asset Management Corp1,320$232K0.0%N/A0.002%
8/13/2025 Edgestream Partners L.P.31,050$5.45M0.2%+128.4%0.041%
8/13/2025 Panagora Asset Management Inc.2,203$387K0.0%-48.3%0.003%
8/13/2025 Sepio Capital LP3,910$686K0.0%-22.7%0.005%
8/13/2025 BLI Banque de Luxembourg Investments93,000$16.39M0.5%-2.5%0.124%
8/13/2025 New York State Common Retirement Fund73,694$12.94M0.0%+24.3%0.098%
8/13/2025 Schroder Investment Management Group315,160$55.33M0.0%+16.5%0.419%
8/13/2025 Loomis Sayles & Co. L P189$33K0.0%N/A0.000%
8/13/2025 Skandinaviska Enskilda Banken AB publ 16,223$2.85M0.0%+1.4%0.022%
8/13/2025 Norges Bank888,585$156.01M0.0%N/A1.180%
(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, 671 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), Alecta Tjanstepension Omsesidigt ($781.17K), Flossbach Von Storch SE ($640.79K), and Millennium Management LLC ($604.50K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 18,107,830 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 9,748,525 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.


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This page (NYSE:IEX) was last updated on 9/5/2025 by MarketBeat.com Staff
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