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IDEX (IEX) Institutional Ownership

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$213.20 +1.07 (+0.50%)
As of 10:15 AM Eastern
Compare

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

Current
Institutional Ownership
Percentage
97.96%
Number of
Institutional Buyers
(last 12 months)
418
Total
Institutional Inflows
(last 12 months)
$3.43B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$1.95B
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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
6/2/2026 Optiver Holding B.V.140$27K0.0%N/A0.000%
5/26/2026 Glenmede Trust Co. NA64,326$12.19M0.1%-0.5%0.087%
5/22/2026 Groupama Asset Managment4,310$817K0.0%N/A0.006%
5/22/2026 Segall Bryant & Hamill LLC1,169$227K0.0%N/A0.002%
5/19/2026 Bank of America Corp DE1,094,101$207.39M0.0%+215.0%1.478%
5/19/2026 Janus Henderson Group PLC81,444$15.44M0.0%+953.1%0.110%
5/19/2026 Bull Harbor Capital LLC1,497$284K0.1%N/A0.002%
5/19/2026 South Dakota Investment Council8,109$1.54M0.0%+7.0%0.011%
5/18/2026 Amundi1,219,400$231.23M0.1%-18.0%1.648%
5/18/2026 EverSource Wealth Advisors LLC1,446$274K0.0%+4.0%0.002%
5/18/2026 California State Teachers Retirement System130,290$24.70M0.0%-1.7%0.176%
5/18/2026 Royal Bank of Canada89,664$17.00M0.0%-6.9%0.121%
5/18/2026 Empowered Funds LLC8,418$1.60M0.0%+95.7%0.011%
5/18/2026 Evelyn Partners Investment Management LLP205,291$38.91M1.1%+10.8%0.277%
5/16/2026 The Manufacturers Life Insurance Company 51,874$9.83M0.0%-5.3%0.070%
5/16/2026 Quantinno Capital Management LP114,480$21.70M0.0%+281.4%0.155%
5/16/2026 Polar Asset Management Partners Inc.10,800$2.05M0.0%N/A0.015%
5/16/2026 SummitTX Capital L.P.20,197$3.83M0.1%+15.6%0.027%
5/15/2026 Quadcap Wealth Management LLC1,227$233K0.0%N/A0.002%
5/15/2026 OMERS ADMINISTRATION Corp8,867$1.68M0.0%+227.4%0.012%
5/15/2026 Waverly Advisors LLC4,994$947K0.0%+6.2%0.007%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund39,701$7.53M0.0%+1,242.2%0.054%
5/14/2026 Dai ichi Life Insurance Company Ltd3,652$692K0.0%+12.0%0.005%
5/14/2026 Renaissance Technologies LLC84,525$16.02M0.0%N/A0.114%
5/14/2026 Gabelli Funds LLC176,100$33.38M0.2%-2.8%0.238%
5/14/2026 Gamco Investors INC. ET AL156,724$29.71M0.3%-8.2%0.212%
5/14/2026 Morningstar Investment Management LLC16,631$3.15M0.2%-4.8%0.022%
5/14/2026 Public Employees Retirement System of Ohio23,808$4.51M0.0%+4.7%0.032%
5/14/2026 Arrowstreet Capital Limited Partnership699,788$132.65M0.1%+51.1%0.946%
5/14/2026 Caxton Associates LLP1,075$204K0.0%N/A0.001%
5/14/2026 Clarkston Capital Partners LLC36,260$6.87M0.5%-63.7%0.049%
5/14/2026 Inceptionr LLC3,677$697K0.2%N/A0.005%
5/14/2026 Bank of Nova Scotia10,428$1.98M0.0%-11.2%0.014%
5/14/2026 Sei Investments Co.97,285$18.44M0.0%-6.2%0.131%
5/14/2026 Walleye Capital LLC21,426$4.06M0.0%N/A0.029%
5/13/2026 Cetera Investment Advisers2,800$531K0.0%-15.2%0.004%
5/13/2026 First Trust Advisors LP672,829$127.54M0.1%-23.3%0.909%
5/12/2026 ABN Amro Investment Solutions7,164$1.36M0.0%+64.6%0.010%
5/8/2026 PNC Financial Services Group Inc.28,889$5.48M0.0%-2.0%0.039%
5/8/2026 Oslo Pensjonsforsikring AS1,205$228K0.0%N/A0.002%
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5/8/2026 Baader Bank Aktiengesellschaft12,252$2.32M0.2%-55.9%0.017%
5/8/2026 Glenview Trust Co7,120$1.35M0.0%+8.8%0.010%
5/7/2026 Meeder Asset Management Inc.13,704$2.60M0.1%N/A0.019%
5/7/2026 Meeder Advisory Services Inc.1,587$301K0.0%-31.7%0.002%
5/7/2026 WCM Investment Management LLC2,789$512K0.0%+22.0%0.004%
5/7/2026 Dimensional Fund Advisors LP815,529$154.56M0.0%+4.0%1.102%
5/7/2026 Parallel Advisors LLC741$140K0.0%-15.0%0.001%
5/7/2026 Hahn Capital Management LLC3,426$649K0.4%-17.7%0.005%
5/7/2026 SEB Asset Management AB15,062$2.86M0.0%N/A0.020%
5/7/2026 Regents Gate Capital LLP130,389$24.72M5.3%+59.9%0.176%
5/7/2026 Swiss National Bank219,600$41.63M0.0%+6.7%0.297%
5/7/2026 Heartland Advisors Inc.16,108$3.05M0.2%N/A0.022%
5/6/2026 California Public Employees Retirement System154,528$29.29M0.0%-6.7%0.209%
5/6/2026 Bartlett & CO. Wealth Management LLC4,576$867K0.0%-1.8%0.006%
5/6/2026 Assetmark Inc.2,072$393K0.0%-37.0%0.003%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.11,100$2.10M0.1%N/A0.015%
5/5/2026 Wealthfront Advisers LLC3,905$740K0.0%+6.1%0.005%
5/5/2026 Bank of New York Mellon Corp406,486$77.05M0.0%-16.7%0.549%
5/5/2026 MASTERINVEST Kapitalanlage GmbH1,187$225K0.0%N/A0.002%
5/5/2026 Sanctuary Advisors LLC2,443$463K0.0%+2.6%0.003%
5/5/2026 Checchi Capital Advisers LLC1,503$285K0.0%+22.2%0.002%
5/5/2026 Maryland State Retirement & Pension System3,824$725K0.0%+8.0%0.005%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,259$239K0.0%N/A0.002%
5/4/2026 Principal Financial Group Inc.88,315$16.74M0.0%+4.8%0.119%
5/4/2026 Chicago Partners Investment Group LLC2,691$548K0.0%+47.0%0.004%
5/4/2026 Tevis Investment Management6,142$1.16M0.7%+56.7%0.008%
5/4/2026 Y.D. More Investments Ltd2,565$486K0.0%-2.0%0.003%
5/4/2026 Procyon Advisors LLC1,677$318K0.0%+10.8%0.002%
5/1/2026 Fifth Third Bancorp15,849$3.00M0.0%+400.1%0.021%
5/1/2026 Candriam S.C.A.65,631$12.44M0.1%-7.4%0.088%
5/1/2026 Manning & Napier Advisors LLC1,075$204K0.0%-19.7%0.001%
4/30/2026 Hsbc Holdings PLC297,161$56.20M0.0%+26.9%0.400%
4/30/2026 Beacon Financial Group2,051$389K0.0%+46.0%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.159,997$30.33M0.0%-5.4%0.215%
4/30/2026 Resona Asset Management Co. Ltd.24,229$4.56M0.0%+2.5%0.033%
4/30/2026 Hikari Power Ltd1,660$315K0.0%-62.0%0.002%
4/29/2026 Duncker Streett & Co. Inc.3,257$617K0.1%-1.5%0.004%
4/29/2026 Swedbank AB56,335$10.68M0.0%+1.7%0.076%
4/28/2026 DGS Capital Management LLC1,306$248K0.0%N/A0.002%
4/28/2026 Praxis Investment Management Inc.2,674$507K0.0%N/A0.004%
4/28/2026 V Square Quantitative Management LLC3,106$589K0.1%+8.4%0.004%
4/28/2026 QRG Capital Management Inc.9,697$1.84M0.0%+22.3%0.013%
4/27/2026 HB Wealth Management LLC2,413$457K0.0%+4.5%0.003%
4/27/2026 Y Intercept Hong Kong Ltd19,191$3.64M0.1%+99.0%0.026%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund44,057$8.35M0.0%+40.7%0.059%
4/25/2026 Boston Trust Walden Corp452,714$85.81M0.7%-2.2%0.609%
4/24/2026 Root Financial Partners LLC208$39K0.0%+57.6%0.000%
4/24/2026 Deprince Race & Zollo Inc.349,496$66.25M1.3%-2.7%0.470%
4/24/2026 IFM Investors Pty Ltd22,653$4.29M0.0%+0.5%0.030%
4/24/2026 MQS Management LLC2,102$398K0.3%N/A0.003%
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4/23/2026 SJS Investment Consulting Inc.149$28K0.0%+104.1%0.000%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 23,258$4.41M0.0%-2.2%0.031%
4/22/2026 Pictet Asset Management Holding SA651,929$123.56M0.1%+58.6%0.877%
4/22/2026 Union Bancaire Privee UBP SA265$50K0.0%N/A0.000%
4/22/2026 Sterling Capital Management LLC2,552$484K0.0%-43.0%0.003%
4/21/2026 GHP Investment Advisors Inc.16,444$3.12M0.1%+0.7%0.022%
4/21/2026 Louisiana State Employees Retirement System3,800$720K0.0%N/A0.005%
4/20/2026 Kestra Private Wealth Services LLC2,684$509K0.0%N/A0.004%
4/20/2026 Blue Trust Inc.392$74K0.0%-24.8%0.001%
4/20/2026 OP Asset Management Ltd8,224$1.56M0.0%N/A0.011%


IEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 689 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 19,736,503 shares in the last 24 months. This purchase volume represents approximately $3.43B in transactions.

Of the 293 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 11,259,055 shares in the last 24 months. This volume of shares sold represents approximately $1.95B in transactions.


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This page (NYSE:IEX) was last updated on 6/3/2026 by MarketBeat.com Staff.
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