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IDEX (IEX) Institutional Ownership

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$234.57 +0.82 (+0.35%)
As of 08/21/2026 03:58 PM Eastern
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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)
367
Total
Institutional Inflows
(last 12 months)
$6.00B
Number of
Institutional Sellers
(last 12 months)
255
Total
Institutional Outflows
(last 12 months)
$1.80B
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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
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%
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%
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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 Company 49,059$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%
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%
8/6/2026 State of Wyoming1,699$386K0.0%N/A0.002%
8/6/2026 S&CO Inc.900$204K0.0%N/A0.001%
8/6/2026 GSA Capital Partners LLP4,526$1.03M0.1%N/A0.006%
8/3/2026 Oppenheimer Asset Management Inc.1,459$331K0.0%N/A0.002%
8/3/2026 Walleye Capital LLC26,369$5.98M0.0%N/A0.036%
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%
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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%
6/18/2026 Pacer Advisors Inc.6,155$1.17M0.0%-3.7%0.008%
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%


IEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 692 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.60B), BlackRock Inc. ($1.30B), Primecap Management Co. CA ($748.95M), Morgan Stanley ($581.22M), 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: 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), Millennium Management LLC ($1.27M), and Dodge & Cox ($1.26M).

Institutional investors have bought a total of 30,187,006 shares in the last 24 months. This purchase volume represents approximately $6.00B in transactions.

Of the 255 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), GW&K Investment Management LLC ($332.39K), and First Trust Advisors LP ($329.63K).

Institutional investors have sold a total of 10,219,509 shares in the last 24 months. This volume of shares sold represents approximately $1.80B in transactions.


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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 8/23/2026. New 13F filings are added each quarter as they're published.
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