Go Pro
→ Gold majors have a big problem (From Golden Portfolio) (Ad)tc pixel Free IEX Stock Alerts

IDEX (IEX) Institutional Ownership

IDEX logo
$224.13 +2.67 (+1.21%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$224.17 +0.04 (+0.02%)
As of 09/11/2026 07:30 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.
Compare

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

Current
Institutional Ownership
Percentage
97.96%
Number of
Institutional Buyers
(last 12 months)
372
Total
Institutional Inflows
(last 12 months)
$11.32B
Number of
Institutional Sellers
(last 12 months)
260
Total
Institutional Outflows
(last 12 months)
$1.82B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IEX Institutional Buying and Selling by Quarter

IDEX Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Sequoia Financial Advisors LLC3,495$793K0.0%+10.4%0.005%
9/9/2026 Tidal Investments LLC15,272$3.47M0.0%+104.3%0.021%
9/9/2026 National Pension Service9,544$2.17M0.0%+7.8%0.013%
9/9/2026 Integrated Wealth Concepts LLC1,789$406K0.0%-14.6%0.002%
9/9/2026 Squarepoint Ops LLC3,547$805K0.0%-93.3%0.005%
9/9/2026 Baird Financial Group Inc.11,685$2.65M0.0%-2.8%0.016%
9/8/2026 Allworth Financial LP722$164K0.0%+9.4%0.001%
9/8/2026 Arizona State Retirement System21,275$4.83M0.0%+4.6%0.029%
9/8/2026 Waverly Advisors LLC4,040$917K0.0%-19.1%0.005%
9/8/2026 Empirical Finance LLC2,606$591K0.0%+3.5%0.004%
9/8/2026 Nykredit A S35,552$8.07M0.0%N/A0.048%
9/4/2026 Parkside Financial Bank & Trust227$52K0.0%+39.3%0.000%
8/27/2026 Corient Private Wealth LP215,103$48.82M0.1%-8.6%0.292%
8/26/2026 Amundi1,458,979$331.02M0.1%+19.6%1.979%
8/26/2026 HighTower Advisors LLC2,479$563K0.0%-42.1%0.003%
8/25/2026 Groupe la Francaise2,297$521K0.0%N/A0.003%
8/24/2026 California State Teachers Retirement System23,276,446$5.28B0.0%+17,765.1%31.574%
8/23/2026 HB Wealth Management LLC2,545$578K0.0%+5.5%0.003%
8/23/2026 Saudi Central Bank5,194$1.18M0.0%+88.0%0.007%
8/22/2026 Raiffeisen Bank International AG19,207$4.34M0.1%+9.5%0.026%
8/22/2026 Syon Capital LLC2,032$461K0.0%+80.8%0.003%
8/22/2026 Concurrent Investment Advisors LLC1,817$412K0.0%N/A0.002%
8/22/2026 NEOS Investment Management LLC11,600$2.63M0.0%+13.6%0.016%
8/21/2026 iSAM Funds UK Ltd1,100$250K0.2%-84.8%0.001%
8/21/2026 Nykredit A S38,498$8.74M0.0%N/A0.052%
8/20/2026 Proficio Capital Partners LLC1,240$281K0.0%N/A0.002%
8/20/2026 Ancora Advisors LLC543$123K0.0%-38.6%0.001%
8/20/2026 Benjamin Edwards Inc.1,414$321K0.0%N/A0.002%
8/20/2026 Alyeska Investment Group L.P.1,042,703$236.64M0.6%+101.4%1.414%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC767,472$174.18M0.0%+6.1%1.041%
8/19/2026 New Mexico Educational Retirement Board3,700$840K0.0%+5.7%0.005%
8/19/2026 Royal London Asset Management Ltd.37,916$8.61M0.0%-0.6%0.051%
8/19/2026 Mufg Securities Americas Inc.2,229$506K0.0%+7.6%0.003%
8/19/2026 Northstar Asset Management Inc.1,186$269K0.1%-48.9%0.002%
8/19/2026 Nissay Asset Management Corp Japan9,749$2.21M0.0%+1.9%0.013%
8/19/2026 Hsbc Holdings PLC403,063$91.47M0.0%+35.6%0.547%
8/19/2026 Wellington Management Group LLP1,139,217$258.55M0.0%-34.5%1.545%
8/19/2026 Kingsview Wealth Management LLC17,402$3.95M0.0%N/A0.024%
8/18/2026 Rakuten Investment Management Inc.12,117$2.74M0.0%N/A0.016%
8/18/2026 Orion Capital Management LLC413$94K0.0%N/A0.001%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
8/18/2026 Glenview Trust Co6,970$1.58M0.0%N/A0.009%
8/18/2026 Empowered Funds LLC3,505$795K0.0%N/A0.005%
8/18/2026 United Capital Financial Advisors LLC2,262$513K0.0%N/A0.003%
8/18/2026 Harvey Capital Management Inc.900$204K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.43,616$9.90M0.1%N/A0.059%
8/18/2026 Public Employees Retirement System of Ohio22,923$5.20M0.0%N/A0.031%
8/18/2026 MASTERINVEST Kapitalanlage GmbH1,187$269K0.0%N/A0.002%
8/17/2026 Proficio Capital Partners LLC1,240$281K0.0%N/A0.002%
8/17/2026 Transamerica Financial Advisors LLC218$49K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP215,589$48.93M0.0%N/A0.292%
8/17/2026 Bamco Inc. NY46,717$10.60M0.0%N/A0.063%
8/17/2026 Bank of America Corp DE355,083$80.59M0.0%N/A0.482%
8/15/2026 Port Capital LLC108,202$24.56M1.0%N/A0.147%
8/15/2026 Freestone Grove Partners LP451,742$102.52M0.7%N/A0.613%
8/15/2026 Caisse de depot et placement du Quebec128,286$29.12M0.0%N/A0.174%
8/15/2026 Man Group plc6,716$1.52M0.0%N/A0.009%
8/15/2026 Polar Asset Management Partners Inc.16,800$3.81M0.1%N/A0.023%
8/15/2026 Jupiter Topco LLC140,510$31.89M0.0%N/A0.191%
8/14/2026 Hsbc Holdings PLC403,063$91.47M0.0%N/A0.547%
8/14/2026 Redwood Grove Capital LLC92,100$20.90M5.3%N/A0.125%
8/14/2026 Primecap Management Co. CA3,300,072$748.95M0.4%N/A4.476%
8/14/2026 Canada Pension Plan Investment Board16,700$3.79M0.0%N/A0.023%
8/14/2026 Legal & General Group Plc444,906$100.97M0.0%N/A0.604%
8/14/2026 The Manufacturers Life Insurance Company49,059$11.13M0.0%N/A0.067%
8/14/2026 Sone Capital Management LLC106,321$24.13M1.8%N/A0.144%
8/14/2026 Manning & Napier Advisors LLC1,955$444K0.0%N/A0.003%
8/13/2026 Cibc World Market Inc.15,712$3.57M0.0%N/A0.021%
8/13/2026 OMERS ADMINISTRATION Corp9,912$2.25M0.0%N/A0.013%
8/13/2026 Sanctuary Advisors LLC2,267$514K0.0%N/A0.003%
8/13/2026 PEAK6 LLC1,290$293K0.0%N/A0.002%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.1,442$327K0.0%N/A0.002%
8/13/2026 Bank of Nova Scotia7,797$1.77M0.0%N/A0.011%
8/12/2026 Daiichi Life Insurance Co. Ltd.3,239$735K0.0%N/A0.004%
8/12/2026 Commerce Bank2,410$547K0.0%N/A0.003%
8/12/2026 Pinnbrook Capital Management LP9,500$2.16M0.2%N/A0.013%
8/12/2026 Weitz Investment Management Inc.252,400$57.28M4.0%N/A0.342%
8/12/2026 Northwestern Mutual Wealth Management Co.555$126K0.0%N/A0.001%
8/12/2026 Quantbot Technologies LP144$33K0.0%N/A0.000%
8/12/2026 Findlay Park Partners LLP321,299$72.92M1.0%N/A0.436%
8/12/2026 Korea Investment CORP33,324$7.56M0.0%N/A0.045%
8/12/2026 EP Wealth Advisors LLC2,389$542K0.0%N/A0.003%
8/12/2026 Bard Associates Inc.6,593$1.50M0.3%N/A0.009%
8/12/2026 Ieq Capital LLC4,148$941K0.0%N/A0.006%
8/12/2026 Callan Family Office LLC12,020$2.73M0.1%N/A0.016%
8/12/2026 Heartland Advisors Inc.26,726$6.07M0.3%N/A0.036%
8/11/2026 OneAscent Investment Solutions LLC1,023$232K0.2%N/A0.001%
8/11/2026 Allworth Financial LP722$164K0.0%N/A0.001%
8/11/2026 B. Metzler seel. Sohn & Co. AG24,387$5.54M0.0%N/A0.033%
8/10/2026 Danske Bank A S74,100$16.82M0.0%N/A0.101%
8/8/2026 Oxbow Advisors LLC16,911$3.84M0.3%N/A0.023%
Earth's biggest energy source: near Grand Canyon (Ad)

The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - and much of it sits beneath the desert near the Grand Canyon. A drilling crew just hit the DOE's 2035 targets twelve years early, with costs down 50% in 18 months. Google signed on, Gates invested, and the Pentagon made it a priority. One company has been quietly building this infrastructure for sixty years.tc pixel

See the company sitting on the biggest energy source on Earth
8/8/2026 Wealthfront Advisers LLC4,019$912K0.0%N/A0.005%
8/7/2026 Nuance Investments LLC7,459$1.69M0.3%N/A0.010%
8/7/2026 BlackRock Inc.5,734,272$1.30B0.0%N/A7.778%
8/7/2026 Deutsche Bank AG426,901$96.89M0.0%N/A0.579%
8/7/2026 Perigon Wealth Management LLC1,477$335K0.0%N/A0.002%
8/7/2026 Rice Hall James & Associates LLC2,679$608K0.0%N/A0.004%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.180,901$41.06M0.0%N/A0.245%
8/7/2026 Hikari Power Ltd1,660$377K0.0%N/A0.002%
8/6/2026 Global Retirement Partners LLC1,279$290K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp350,026$79.44M0.0%N/A0.475%


IEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 694 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were California State Teachers Retirement System ($5.28B), Vanguard Group Inc. ($1.60B), BlackRock Inc. ($1.30B), Primecap Management Co. CA ($748.95M), Morgan Stanley ($581.22M), State Street Corp ($564.50M), and Nordea Investment Management AB ($401.42M).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 604 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: California State Teachers Retirement System ($23.16M), Primecap Management Co. CA ($6.25M), BlackRock Inc. ($5.73M), Wellington Management Group LLP ($3.90M), Norges Bank ($2.84M), Nordea Investment Management AB ($1.60M), and Millennium Management LLC ($1.27M).

Institutional investors have bought a total of 53,623,113 shares in the last 24 months. This purchase volume represents approximately $11.32B in transactions.

Of the 260 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: Wellington Management Group LLP ($1.38M), Barclays PLC ($1.06M), King Luther Capital Management Corp ($422.01K), Qube Research & Technologies Ltd ($341.11K), Millennium Management LLC ($339.64K), Squarepoint Ops LLC ($337.50K), and GW&K Investment Management LLC ($332.39K).

Institutional investors have sold a total of 10,282,523 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.


Related Companies

Institutional ownership data for NYSE:IEX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Why I'm NOT Buying the SpaceX IPO (And What I'm Buying Instead)
Don't buy Nvidia... Not when the AI companies that will define the next decade are selling for pennies. You wo...
Decentralized Masters | Sponsoredtc pixel
BlackRock and Vanguard already own THIS
Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 ...
Monument Traders Alliance | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Elon Musk to Trigger Next AI Wave on November 11th?
Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company ...
Brownstone Research | Sponsoredtc pixel
Shocking AI prediction from the “Billionaire Whisperer"
Marc Chaikin's Power Gauge system flagged Micron before it soared 970 percent, Celestica before a 6,600 percen...
Chaikin Analytics | Sponsoredtc pixel
Bezos… DOOMED
A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X com...
Paradigm Press | Sponsoredtc pixel