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IDEX (IEX) Institutional Ownership

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$212.12 -1.73 (-0.81%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$212.15 +0.03 (+0.02%)
As of 05/13/2026 07:07 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)
416
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$1.98B
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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
5/14/2026Sei Investments Co.97,285$18.44M0.0%-6.2%0.131%
5/14/2026 Walleye Capital LLC21,426$4.06M0.0%N/A0.029%
5/13/2026Cetera Investment Advisers2,800$531K0.0%-15.2%0.004%
5/13/2026First Trust Advisors LP672,829$127.54M0.1%-23.3%0.909%
5/12/2026 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%
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%
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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%
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%
4/20/2026 Assenagon Asset Management S.A.134,299$25.46M0.0%+114.5%0.181%
4/17/2026 Krilogy Financial LLC1,081$217K0.0%-8.7%0.001%
4/17/2026 Mountain Pacific Investment Advisers LLC117,999$22.37M3.8%-2.0%0.159%
4/16/2026 SG Americas Securities LLC33,928$6.43M0.0%+4.4%0.046%
4/16/2026 Evolve Private Wealth LLC2,125$403K0.0%+2.8%0.003%
4/16/2026 AEGON ASSET MANAGEMENT UK Plc77,732$14.73M0.2%+27.4%0.105%
4/16/2026 E. Ohman J or Asset Management AB2,940$557K0.0%-16.0%0.004%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S958$182K0.0%-76.6%0.001%
4/16/2026 Diversified Trust Co7,071$1.34M0.0%-11.2%0.010%
3/20/2026 Hsbc Holdings PLC234,189$41.68M0.0%-7.8%0.315%
3/17/2026Rockefeller Capital Management L.P.2,075$369K0.0%-25.8%0.003%
3/16/2026Osbon Capital Management LLC511$91K0.1%N/A0.001%
3/9/2026Corient Private Wealth LLC215,525$38.35M0.0%-3.3%0.290%
3/6/2026 Hsbc Holdings PLC234,189$41.68M0.0%-7.8%0.315%
2/25/2026 Hahn Capital Management LLC4,164$741K0.4%-6.2%0.006%
2/24/2026 Pacer Advisors Inc.6,393$1.14M0.0%+4.9%0.009%
2/19/2026 Invesco Ltd.1,692,180$301.11M0.0%-6.5%2.261%
2/19/2026Corient Private Wealth LLC216,976$38.30M0.0%-2.6%0.290%
2/19/2026 Alberta Investment Management Corp7,900$1.41M0.0%N/A0.011%
2/18/2026Mercer Global Advisors Inc. ADV9,572$1.70M0.0%+55.5%0.013%
2/18/2026Vident Advisory LLC2,453$436K0.0%-10.1%0.003%
2/18/2026Wahed Invest LLC1,989$354K0.0%-3.8%0.003%
2/18/2026State of Tennessee Department of Treasury8,262$1.47M0.0%-2.6%0.011%
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2/18/2026EP Wealth Advisors LLC1,178$210K0.0%N/A0.002%
2/18/2026Mackenzie Financial Corp2,562$458K0.0%+2.8%0.003%
2/18/2026Empowered Funds LLC4,302$765K0.0%-73.5%0.006%
2/18/2026XTX Topco Ltd2,157$384K0.0%N/A0.003%
2/18/2026Voloridge Investment Management LLC136,300$24.25M0.1%-67.8%0.182%
2/18/2026Wellington Management Group LLP5,692,502$1.01B0.4%-12.1%7.605%
2/18/2026SummitTX Capital L.P.17,465$3.11M0.1%+155.2%0.023%
2/18/2026Toronto Dominion Bank25,072$4.46M0.0%-42.1%0.033%
2/18/2026Port Capital LLC109,158$19.42M0.8%-0.6%0.146%
2/18/2026Numerai GP LLC1,573$280K0.0%-97.5%0.002%


IEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 686 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 598 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 19,515,564 shares in the last 24 months. This purchase volume represents approximately $3.38B in transactions.

Of the 298 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 11,446,863 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.


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This page (NYSE:IEX) was last updated on 5/14/2026 by MarketBeat.com Staff.
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