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IDEX (IEX) Institutional Ownership

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$221.43 -0.73 (-0.33%)
Closing price 03:59 PM Eastern
Extended Trading
$221.45 +0.02 (+0.01%)
As of 06:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
419
Total
Institutional Inflows
(last 12 months)
$3.43B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$1.94B
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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
7/9/2026 Contravisory Investment Management Inc.5,194$1.18M0.2%N/A0.007%
7/9/2026 Everhart Financial Group Inc.1,249$283K0.0%+6.3%0.002%
7/9/2026 Legacy Wealth Management LLC MS8,755$1.99M0.5%-2.5%0.012%
7/8/2026 Rockland Trust Co.2,623$595K0.0%+3.1%0.004%
7/8/2026 Czech National Bank21,068$4.78M0.0%+3.4%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab13,180$2.99M0.0%+11.2%0.018%
7/8/2026 Assenagon Asset Management S.A.24,281$5.51M0.0%-81.9%0.033%
7/7/2026 GAMMA Investing LLC1,321$300K0.0%+10.0%0.002%
7/7/2026 Avior Wealth Management LLC2,532$575K0.0%+21.1%0.003%
6/18/2026Pacer Advisors Inc.6,155$1.17M0.0%-3.7%0.008%
6/2/2026Optiver Holding B.V.140$27K0.0%N/A0.000%
5/26/2026Glenmede Trust Co. NA64,326$12.19M0.1%-0.5%0.087%
5/22/2026Groupama Asset Managment4,310$817K0.0%N/A0.006%
5/22/2026Segall Bryant & Hamill LLC1,169$227K0.0%N/A0.002%
5/19/2026Bank of America Corp DE1,094,101$207.39M0.0%+215.0%1.478%
5/19/2026Janus Henderson Group PLC81,444$15.44M0.0%+953.1%0.110%
5/19/2026Bull Harbor Capital LLC1,497$284K0.1%N/A0.002%
5/19/2026South Dakota Investment Council8,109$1.54M0.0%+7.0%0.011%
5/18/2026Amundi1,219,400$231.23M0.1%-18.0%1.648%
5/18/2026EverSource Wealth Advisors LLC1,446$274K0.0%+4.0%0.002%
5/18/2026California State Teachers Retirement System130,290$24.70M0.0%-1.7%0.176%
5/18/2026Royal Bank of Canada89,664$17.00M0.0%-6.9%0.121%
5/18/2026Empowered Funds LLC8,418$1.60M0.0%+95.7%0.011%
5/18/2026Evelyn Partners Investment Management LLP205,291$38.91M1.1%+10.8%0.277%
5/16/2026The Manufacturers Life Insurance Company 51,874$9.83M0.0%-5.3%0.070%
5/16/2026Quantinno Capital Management LP114,480$21.70M0.0%+281.4%0.155%
5/16/2026Polar Asset Management Partners Inc.10,800$2.05M0.0%N/A0.015%
5/16/2026SummitTX Capital L.P.20,197$3.83M0.1%+15.6%0.027%
5/15/2026Quadcap Wealth Management LLC1,227$233K0.0%N/A0.002%
5/15/2026OMERS ADMINISTRATION Corp8,867$1.68M0.0%+227.4%0.012%
5/15/2026Waverly Advisors LLC4,994$947K0.0%+6.2%0.007%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund39,701$7.53M0.0%+1,242.2%0.054%
5/14/2026Dai ichi Life Insurance Company Ltd3,652$692K0.0%+12.0%0.005%
5/14/2026Renaissance Technologies LLC84,525$16.02M0.0%N/A0.114%
5/14/2026Gabelli Funds LLC176,100$33.38M0.2%-2.8%0.238%
5/14/2026Gamco Investors INC. ET AL156,724$29.71M0.3%-8.2%0.212%
5/14/2026Morningstar Investment Management LLC16,631$3.15M0.2%-4.8%0.022%
5/14/2026Public Employees Retirement System of Ohio23,808$4.51M0.0%+4.7%0.032%
5/14/2026Arrowstreet Capital Limited Partnership699,788$132.65M0.1%+51.1%0.946%
5/14/2026Caxton Associates LLP1,075$204K0.0%N/A0.001%
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5/14/2026Clarkston Capital Partners LLC36,260$6.87M0.5%-63.7%0.049%
5/14/2026Inceptionr LLC3,677$697K0.2%N/A0.005%
5/14/2026Bank of Nova Scotia10,428$1.98M0.0%-11.2%0.014%
5/14/2026Sei Investments Co.97,285$18.44M0.0%-6.2%0.131%
5/14/2026Walleye Capital LLC21,426$4.06M0.0%N/A0.029%
5/13/2026Cetera Investment Advisers2,800$531K0.0%-15.2%0.004%
5/13/2026First Trust Advisors LP672,829$127.54M0.1%-23.3%0.909%
5/12/2026ABN Amro Investment Solutions7,164$1.36M0.0%+64.6%0.010%
5/8/2026PNC Financial Services Group Inc.28,889$5.48M0.0%-2.0%0.039%
5/8/2026Oslo Pensjonsforsikring AS1,205$228K0.0%N/A0.002%
5/8/2026Baader Bank Aktiengesellschaft12,252$2.32M0.2%-55.9%0.017%
5/8/2026Glenview Trust Co7,120$1.35M0.0%+8.8%0.010%
5/7/2026Meeder Asset Management Inc.13,704$2.60M0.1%N/A0.019%
5/7/2026Meeder Advisory Services Inc.1,587$301K0.0%-31.7%0.002%
5/7/2026WCM Investment Management LLC2,789$512K0.0%+22.0%0.004%
5/7/2026Dimensional Fund Advisors LP815,529$154.56M0.0%+4.0%1.102%
5/7/2026Parallel Advisors LLC741$140K0.0%-15.0%0.001%
5/7/2026Hahn Capital Management LLC3,426$649K0.4%-17.7%0.005%
5/7/2026SEB Asset Management AB15,062$2.86M0.0%N/A0.020%
5/7/2026Regents Gate Capital LLP130,389$24.72M5.3%+59.9%0.176%
5/7/2026Swiss National Bank219,600$41.63M0.0%+6.7%0.297%
5/7/2026Heartland Advisors Inc.16,108$3.05M0.2%N/A0.022%
5/6/2026California Public Employees Retirement System154,528$29.29M0.0%-6.7%0.209%
5/6/2026Bartlett & CO. Wealth Management LLC4,576$867K0.0%-1.8%0.006%
5/6/2026Assetmark Inc.2,072$393K0.0%-37.0%0.003%
5/6/2026Financiere des Professionnels Fonds d investissement inc.11,100$2.10M0.1%N/A0.015%
5/5/2026Wealthfront Advisers LLC3,905$740K0.0%+6.1%0.005%
5/5/2026Bank of New York Mellon Corp406,486$77.05M0.0%-16.7%0.549%
5/5/2026MASTERINVEST Kapitalanlage GmbH1,187$225K0.0%N/A0.002%
5/5/2026Sanctuary Advisors LLC2,443$463K0.0%+2.6%0.003%
5/5/2026Checchi Capital Advisers LLC1,503$285K0.0%+22.2%0.002%
5/5/2026Maryland State Retirement & Pension System3,824$725K0.0%+8.0%0.005%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,259$239K0.0%N/A0.002%
5/4/2026Principal Financial Group Inc.88,315$16.74M0.0%+4.8%0.119%
5/4/2026Chicago Partners Investment Group LLC2,691$548K0.0%+47.0%0.004%
5/4/2026Tevis Investment Management6,142$1.16M0.7%+56.7%0.008%
5/4/2026Y.D. More Investments Ltd2,565$486K0.0%-2.0%0.003%
5/4/2026 Procyon Advisors LLC1,677$318K0.0%+10.8%0.002%
5/1/2026Fifth Third Bancorp15,849$3.00M0.0%+400.1%0.021%
5/1/2026Candriam S.C.A.65,631$12.44M0.1%-7.4%0.088%
5/1/2026Manning & Napier Advisors LLC1,075$204K0.0%-19.7%0.001%
4/30/2026Hsbc Holdings PLC297,161$56.20M0.0%+26.9%0.400%
4/30/2026Beacon Financial Group2,051$389K0.0%+46.0%0.003%
4/30/2026Sumitomo Mitsui Trust Group Inc.159,997$30.33M0.0%-5.4%0.215%
4/30/2026Resona Asset Management Co. Ltd.24,229$4.56M0.0%+2.5%0.033%
4/30/2026Hikari Power Ltd1,660$315K0.0%-62.0%0.002%
4/29/2026Duncker Streett & Co. Inc.3,257$617K0.1%-1.5%0.004%
4/29/2026Swedbank AB56,335$10.68M0.0%+1.7%0.076%
4/28/2026DGS Capital Management LLC1,306$248K0.0%N/A0.002%
4/28/2026Praxis Investment Management Inc.2,674$507K0.0%N/A0.004%
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4/28/2026V Square Quantitative Management LLC3,106$589K0.1%+8.4%0.004%
4/28/2026QRG Capital Management Inc.9,697$1.84M0.0%+22.3%0.013%
4/27/2026HB Wealth Management LLC2,413$457K0.0%+4.5%0.003%
4/27/2026Y Intercept Hong Kong Ltd19,191$3.64M0.1%+99.0%0.026%
4/27/2026Fjarde AP Fonden Fourth Swedish National Pension Fund44,057$8.35M0.0%+40.7%0.059%
4/25/2026Boston Trust Walden Corp452,714$85.81M0.7%-2.2%0.609%
4/24/2026Root Financial Partners LLC208$39K0.0%+57.6%0.000%
4/24/2026Deprince Race & Zollo Inc.349,496$66.25M1.3%-2.7%0.470%
4/24/2026IFM Investors Pty Ltd22,653$4.29M0.0%+0.5%0.030%
4/24/2026MQS Management LLC2,102$398K0.3%N/A0.003%


IEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 688 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.60B), Wellington Management Group LLP ($1.01B), Morgan Stanley ($581.22M), Primecap Management Co. CA ($574.17M), State Street Corp ($564.50M), Nordea Investment Management AB ($401.42M), and Geode Capital Management LLC ($360.74M).Learn more on IDEX's institutional investors.

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

Of the 602 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 ($3.90M), Primecap Management Co. CA ($2.95M), Norges Bank ($2.84M), Nordea Investment Management AB ($1.60M), Millennium Management LLC ($1.40M), Dodge & Cox ($1.26M), and Van ECK Associates Corp ($1.23M).

Institutional investors have bought a total of 19,714,564 shares in the last 24 months. This purchase volume represents approximately $3.43B in transactions.

Of the 290 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: Barclays PLC ($1.06M), Wellington Management Group LLP ($785.43K), King Luther Capital Management Corp ($535.84K), Marshall Wace LLP ($372.61K), Qube Research & Technologies Ltd ($341.11K), Millennium Management LLC ($339.64K), and GW&K Investment Management LLC ($332.39K).

Institutional investors have sold a total of 11,172,690 shares in the last 24 months. This volume of shares sold represents approximately $1.94B in transactions.


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This page (NYSE:IEX) was last updated on 7/13/2026 by MarketBeat.com Staff.
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