Free Trial

IDEX (IEX) Institutional Ownership

→ Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold) (Ad)
Free IEX Stock Alerts
$223.25
-0.03 (-0.01%)
(As of 10:44 AM ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
97.96%
Number of
Institutional Buyers
(last 12 months)
326
Total
Institutional Inflows
(last 12 months)
$2.77B
Number of
Institutional Sellers
(last 12 months)
280
Total
Institutional Outflows
(last 12 months)
$1.71B
Get IEX Insider Trade Alerts

Want to know when executives and insiders are buying or selling IDEX stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IEX Institutional Buying and Selling by Quarter

IDEX Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Robeco Schweiz AG260,423$63.55M1.1%-5.7%0.344%
4/25/2024New York State Teachers Retirement System67,237$16.41M0.0%-0.1%0.089%
4/25/2024Bank of New York Mellon Corp553,477$135.06M0.0%-3.3%0.731%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 118,680$28.96M0.1%+2.2%0.157%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund23,018$5.62M0.1%+8.5%0.030%
4/25/2024Peterson Financial Group Inc.15,369$3.75M2.1%+40.1%0.020%
4/25/2024 Albert D Mason Inc.4,509$1.10M0.7%+1.0%0.006%
4/24/2024 V Square Quantitative Management LLC2,220$542K0.1%+15.7%0.003%
4/24/2024 Harvey Investment Co. LLC88,354$21.56M2.4%-1.6%0.117%
4/24/2024 Simplicity Wealth LLC1,254$306K0.0%N/A0.002%
4/24/2024 Assenagon Asset Management S.A.152,601$37.24M0.1%-19.3%0.202%
4/23/2024 Dupont Capital Management Corp37,007$9.03M0.7%-14.0%0.049%
4/23/2024 Carderock Capital Management Inc.28,799$7.03M2.0%+3.5%0.038%
4/23/2024 Rice Hall James & Associates LLC3,469$847K0.0%-2.2%0.005%
4/23/2024 Speece Thorson Capital Group Inc.49,460$12.07M2.3%-1.3%0.065%
4/23/2024 Louisiana State Employees Retirement System4,400$1.07M0.0%-4.3%0.006%
4/23/2024 Amalgamated Bank15,776$3.85M0.0%-13.3%0.021%
4/23/2024 New Mexico Educational Retirement Board3,800$927K0.0%-2.6%0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.6,915$1.69M0.0%+19.5%0.009%
4/22/2024 PFG Investments LLC1,203$294K0.0%+22.6%0.002%
4/22/2024 Outlook Wealth Advisors LLC1,250$305K0.1%+27.0%0.002%
4/22/2024 Raymond James & Associates93,358$22.78M0.0%+22.1%0.123%
4/22/2024 Berry Wealth Group LP985$240K0.2%N/A0.001%
4/19/2024 Marshall Financial Group LLC4,359$1.06M0.3%+9.2%0.006%
4/19/2024 First Trust Direct Indexing L.P.1,055$257K0.0%N/A0.001%
4/19/2024 Norden Group LLC1,938$473K0.0%N/A0.003%
4/19/2024 BluePath Capital Management LLC996$243K0.2%N/A0.001%
4/19/2024 State of Alaska Department of Revenue12,637$3.08M0.0%-9.2%0.017%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.183,945$44.89M0.0%+1.9%0.243%
4/19/2024 Handelsinvest Investeringsforvaltning1,516$370K0.2%-34.2%0.002%
4/18/2024 Buffington Mohr McNeal5,274$1.29M0.2%+3.7%0.007%
4/18/2024 Allspring Global Investments Holdings LLC63,699$15.54M0.0%-0.1%0.084%
4/18/2024 Oak Thistle LLC2,448$597K0.5%-50.4%0.003%
4/18/2024 Diversified Trust Co3,439$839K0.0%-37.9%0.005%
4/18/2024 Compass Ion Advisors LLC4,547$1.11M0.2%-37.0%0.006%
4/17/2024 First Bank & Trust3,782$923K0.2%-21.3%0.005%
4/16/2024 Artemis Investment Management LLP2,277$555K0.0%-57.1%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC2,149$524K0.0%-39.1%0.003%
4/12/2024 Riverview Trust Co142$35K0.0%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC3,926$958K0.0%-1.3%0.005%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
4/12/2024 Lloyd Advisory Services LLC.8,800$2.15M0.4%+525.4%0.012%
4/11/2024 Ballentine Partners LLC824$201K0.0%N/A0.001%
4/11/2024 Mountain Pacific Investment Advisers Inc. ID284,381$69.40M3.9%-0.1%0.376%
4/11/2024 Congress Asset Management Co. MA2,162$528K0.0%-36.8%0.003%
4/11/2024 CHURCHILL MANAGEMENT Corp23,668$5.78M0.1%-1.0%0.031%
4/11/2024 Cadent Capital Advisors LLC867$212K0.1%N/A0.001%
4/10/2024 Park Avenue Securities LLC2,293$559K0.0%+13.8%0.003%
4/10/2024 Wedmont Private Capital966$233K0.0%N/A0.001%
4/10/2024 Banque Cantonale Vaudoise1,628$397K0.0%-31.9%0.002%
4/10/2024 Czech National Bank13,306$3.25M0.0%+0.5%0.018%
4/9/2024 Mather Group LLC.504$123K0.0%N/A0.001%
4/5/2024 First Hawaiian Bank7,248$1.77M0.1%-1.4%0.010%
4/5/2024 CWM LLC1,756$429K0.0%-11.8%0.002%
3/27/2024Nomura Holdings Inc.1,530$332K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC1,490$323K0.0%N/A0.002%
3/25/2024Quadrature Capital Ltd12,685$2.76M0.0%+29.6%0.017%
3/22/2024PNC Financial Services Group Inc.26,883$5.84M0.0%-1.4%0.036%
3/11/2024Vanguard Group Inc.9,180,201$1.99B0.0%-0.2%12.137%
3/11/2024Wahed Invest LLC1,289$280K0.1%+8.0%0.002%
3/7/2024Brown Shipley& Co Ltd1,260$274K0.1%-44.3%0.002%
3/5/2024Fisher Asset Management LLC429,021$93.15M0.0%+3.8%0.567%
3/5/2024Wellington Management Group LLP2,219,226$481.82M0.1%-0.5%2.934%
3/4/2024 Congress Asset Management Co. MA3,419$742K0.0%-99.4%0.005%
3/1/2024Goldman Sachs Group Inc.492,810$106.99M0.0%+19.9%0.652%
2/28/2024American International Group Inc.19,884$4.32M0.0%-2.4%0.026%
2/26/2024Teachers Retirement System of The State of Kentucky6,503$1.41M0.0%-4.2%0.009%
2/23/2024 Speece Thorson Capital Group Inc.50,102$10.88M2.2%+1.9%0.066%
2/21/2024 V Square Quantitative Management LLC1,918$416K0.1%+21.1%0.003%
2/20/2024Eventide Asset Management LLC54,643$11.86M0.2%-6.3%0.072%
2/20/2024Quarry LP165$36K0.0%N/A0.000%
2/15/2024Gamco Investors INC. ET AL191,928$41.67M0.4%-2.8%0.254%
2/14/2024Tortoise Index Solutions LLC9,332$2.03M0.4%+13.8%0.012%
2/14/2024Robeco Schweiz AG276,026$59.93M1.0%-1.6%0.365%
2/14/2024Neuberger Berman Group LLC36,271$7.88M0.0%+1.9%0.048%
2/14/2024Shell Asset Management Co.6,829$1.48M0.1%-7.2%0.009%
2/14/2024Ossiam4,407$957K0.0%+15.7%0.006%
2/14/2024Quadrature Capital Ltd12,685$2.76M0.1%+29.6%0.017%
2/14/2024Thematics Asset Management65,154$14.15M0.6%+10.1%0.086%
2/14/2024Schroder Investment Management Group293,801$63.79M0.1%-15.9%0.388%
2/14/2024Prudential PLC19,043$4.13M0.0%+0.8%0.025%
2/14/2024CenterBook Partners LP4,786$1.04M0.1%-24.4%0.006%
2/13/2024Northern Trust Corp749,814$162.79M0.0%-4.6%0.991%
2/13/2024Pinebridge Investments L.P.7,173$1.56M0.0%+48.0%0.009%
2/13/2024Cibc World Markets Corp9,736$2.11M0.0%+133.3%0.013%
2/13/2024Gabelli Funds LLC234,250$50.86M0.4%-2.9%0.310%
2/13/2024Public Employees Retirement Association of Colorado313,725$68.11M0.3%+4,080.8%0.415%
2/13/2024Morningstar Investment Management LLC924$201K0.0%N/A0.001%
2/13/2024Crossmark Global Holdings Inc.6,814$1.48M0.0%+3.7%0.009%
2/13/2024Tower Research Capital LLC TRC 11,176$2.43M0.0%+119.1%0.015%
2/13/2024First Trust Advisors LP410,404$89.10M0.1%+16.6%0.543%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
2/13/2024Goldman Sachs Group Inc.492,810$106.99M0.0%+19.9%0.652%
2/13/2024Maren Capital LLC229,326$49.79M6.4%N/A0.303%
2/13/2024CIBC Private Wealth Group LLC188,432$40.91M0.1%+1.3%0.249%
2/13/2024Rafferty Asset Management LLC6,342$1.38M0.0%+5.5%0.008%
2/13/2024CIBC Asset Management Inc23,887$5.19M0.0%-3.0%0.032%
2/13/2024NEOS Investment Management LLC989$215K0.0%N/A0.001%
2/13/2024CWA Asset Management Group LLC1,888$410K0.0%N/A0.002%
2/13/2024The Manufacturers Life Insurance Company 52,049$11.30M0.0%-0.7%0.069%
2/13/2024Bard Associates Inc.6,850$1.49M0.6%-2.1%0.009%
2/13/2024KBC Group NV19,136$4.15M0.0%-45.1%0.025%
(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, 605 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.99B), BlackRock Inc. ($1.28B), Price T Rowe Associates Inc. MD ($1.02B), State Street Corp ($644.44M), Alliancebernstein L.P. ($624.84M), Wellington Management Group LLP ($481.82M), and Impax Asset Management Group plc ($475.63M).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 505 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), Price T Rowe Associates Inc. MD ($1.14M), Norges Bank ($1.09M), Alecta Tjanstepension Omsesidigt ($781.17K), Ceredex Value Advisors LLC ($775.60K), Champlain Investment Partners LLC ($630.73K), and CCLA Investment Management ($457.64K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 19,305,302 shares in the last 24 months. This purchase volume represents approximately $4.09B in transactions.

Which IDEX major shareholders have been selling company stock?

Of the 384 institutional investors that sold IDEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Advisory Inc. ($1.75M), Nordea Investment Management AB ($1.28M), Massachusetts Financial Services Co. MA ($1.20M), FMR LLC ($647.85K), Congress Asset Management Co. MA ($613.39K), Price T Rowe Associates Inc. MD ($546.45K), and Wellington Management Group LLP ($519.20K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 15,573,575 shares in the last 24 months. This volume of shares sold represents approximately $3.26B in transactions.


Related Companies:
This page (NYSE:IEX) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
These AI trades triggered this morning (545% return)
Prosper Trading Academy
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!
Priority Gold
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Trump is sounding the alarm
Preserve Gold
Rich Dad Poor Dad Author Shocks Millions With 2024 Crash Warning
American Hartford Gold Group