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IDEX (IEX) Institutional Ownership

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$229.74 +1.76 (+0.77%)
Closing price 10/1/2026 03:59 PM Eastern
Extended Trading
$229.88 +0.14 (+0.06%)
As of 08:30 AM 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)
374
Total
Institutional Inflows
(last 12 months)
$6.08B
Number of
Institutional Sellers
(last 12 months)
259
Total
Institutional Outflows
(last 12 months)
$1.82B
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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
10/2/2026Versant Capital Management Inc898$205K0.0%+33.2%0.001%
10/1/2026Burkett Financial Services LLC117$27K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.11,228$2.55M0.0%+15.8%0.015%
9/23/2026Envestnet Portfolio Solutions Inc.5,921$1.34M0.0%N/A0.008%
9/22/2026Andra AP fonden31,700$7.19M0.1%N/A0.043%
9/9/2026Sequoia Financial Advisors LLC3,495$793K0.0%+10.4%0.005%
9/9/2026Tidal Investments LLC15,272$3.47M0.0%+104.3%0.021%
9/9/2026National Pension Service9,544$2.17M0.0%+7.8%0.013%
9/9/2026Integrated Wealth Concepts LLC1,789$406K0.0%-14.6%0.002%
9/9/2026Squarepoint Ops LLC3,547$805K0.0%-93.3%0.005%
9/9/2026Baird Financial Group Inc.11,685$2.65M0.0%-2.8%0.016%
9/8/2026Allworth Financial LP722$164K0.0%+9.4%0.001%
9/8/2026Arizona State Retirement System21,275$4.83M0.0%+4.6%0.029%
9/8/2026Waverly Advisors LLC4,040$917K0.0%-19.1%0.005%
9/8/2026Empirical Finance LLC2,606$591K0.0%+3.5%0.004%
9/8/2026Nykredit A S35,552$8.07M0.0%N/A0.048%
9/4/2026Parkside Financial Bank & Trust227$52K0.0%+39.3%0.000%
8/27/2026Corient Private Wealth LP215,103$48.82M0.1%-8.6%0.292%
8/26/2026Amundi1,458,979$331.02M0.1%+19.6%1.979%
8/26/2026HighTower Advisors LLC2,479$563K0.0%-42.1%0.003%
8/25/2026Groupe la Francaise2,297$521K0.0%N/A0.003%
8/23/2026HB Wealth Management LLC2,545$578K0.0%+5.5%0.003%
8/23/2026Saudi Central Bank5,194$1.18M0.0%+88.0%0.007%
8/22/2026Raiffeisen Bank International AG19,207$4.34M0.1%+9.5%0.026%
8/22/2026Syon Capital LLC2,032$461K0.0%+80.8%0.003%
8/22/2026Concurrent Investment Advisors LLC1,817$412K0.0%N/A0.002%
8/22/2026NEOS Investment Management LLC11,600$2.63M0.0%+13.6%0.016%
8/21/2026iSAM Funds UK Ltd1,100$250K0.2%-84.8%0.001%
8/21/2026Nykredit A S38,498$8.74M0.0%N/A0.052%
8/20/2026Proficio Capital Partners LLC1,240$281K0.0%N/A0.002%
8/20/2026Ancora Advisors LLC543$123K0.0%-38.6%0.001%
8/20/2026Benjamin Edwards Inc.1,414$321K0.0%N/A0.002%
8/20/2026Alyeska Investment Group L.P.1,042,703$236.64M0.6%+101.4%1.414%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC767,472$174.18M0.0%+6.1%1.041%
8/19/2026New Mexico Educational Retirement Board3,700$840K0.0%+5.7%0.005%
8/19/2026Royal London Asset Management Ltd.37,916$8.61M0.0%-0.6%0.051%
8/19/2026Mufg Securities Americas Inc.2,229$506K0.0%+7.6%0.003%
8/19/2026Northstar Asset Management Inc.1,186$269K0.1%-48.9%0.002%
8/19/2026Nissay Asset Management Corp Japan9,749$2.21M0.0%+1.9%0.013%
8/19/2026Hsbc Holdings PLC403,063$91.47M0.0%+35.6%0.547%
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8/19/2026Wellington Management Group LLP1,139,217$258.55M0.0%-34.5%1.545%
8/19/2026Kingsview Wealth Management LLC17,402$3.95M0.0%N/A0.024%
8/18/2026Rakuten Investment Management Inc.12,117$2.74M0.0%N/A0.016%
8/18/2026Orion Capital Management LLC413$94K0.0%N/A0.001%
8/18/2026Glenview Trust Co6,970$1.58M0.0%N/A0.009%
8/18/2026Empowered Funds LLC3,505$795K0.0%N/A0.005%
8/18/2026United Capital Financial Advisors LLC2,262$513K0.0%N/A0.003%
8/18/2026Harvey Capital Management Inc.900$204K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.43,616$9.90M0.1%N/A0.059%
8/18/2026Public Employees Retirement System of Ohio22,923$5.20M0.0%N/A0.031%
8/18/2026MASTERINVEST Kapitalanlage GmbH1,187$269K0.0%N/A0.002%
8/17/2026Proficio Capital Partners LLC1,240$281K0.0%N/A0.002%
8/17/2026Transamerica Financial Advisors LLC218$49K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP215,589$48.93M0.0%N/A0.292%
8/17/2026Bamco Inc. NY46,717$10.60M0.0%N/A0.063%
8/17/2026Bank of America Corp DE355,083$80.59M0.0%N/A0.482%
8/15/2026Port Capital LLC108,202$24.56M1.0%N/A0.147%
8/15/2026Freestone Grove Partners LP451,742$102.52M0.7%N/A0.613%
8/15/2026Caisse de depot et placement du Quebec128,286$29.12M0.0%N/A0.174%
8/15/2026Man Group plc6,716$1.52M0.0%N/A0.009%
8/15/2026Polar Asset Management Partners Inc.16,800$3.81M0.1%N/A0.023%
8/15/2026Jupiter Topco LLC140,510$31.89M0.0%N/A0.191%
8/14/2026Hsbc Holdings PLC403,063$91.47M0.0%N/A0.547%
8/14/2026Redwood Grove Capital LLC92,100$20.90M5.3%N/A0.125%
8/14/2026Primecap Management Co. CA3,300,072$748.95M0.4%N/A4.476%
8/14/2026Canada Pension Plan Investment Board16,700$3.79M0.0%N/A0.023%
8/14/2026Legal & General Group Plc444,906$100.97M0.0%N/A0.604%
8/14/2026The Manufacturers Life Insurance Company49,059$11.13M0.0%N/A0.067%
8/14/2026Sone Capital Management LLC106,321$24.13M1.8%N/A0.144%
8/14/2026Manning & Napier Advisors LLC1,955$444K0.0%N/A0.003%
8/13/2026Cibc World Market Inc.15,712$3.57M0.0%N/A0.021%
8/13/2026OMERS ADMINISTRATION Corp9,912$2.25M0.0%N/A0.013%
8/13/2026Sanctuary Advisors LLC2,267$514K0.0%N/A0.003%
8/13/2026PEAK6 LLC1,290$293K0.0%N/A0.002%
8/13/2026Meiji Yasuda Asset Management Co Ltd.1,442$327K0.0%N/A0.002%
8/13/2026Bank of Nova Scotia7,797$1.77M0.0%N/A0.011%
8/12/2026Daiichi Life Insurance Co. Ltd.3,239$735K0.0%N/A0.004%
8/12/2026Commerce Bank2,410$547K0.0%N/A0.003%
8/12/2026Pinnbrook Capital Management LP9,500$2.16M0.2%N/A0.013%
8/12/2026Weitz Investment Management Inc.252,400$57.28M4.0%N/A0.342%
8/12/2026Northwestern Mutual Wealth Management Co.555$126K0.0%N/A0.001%
8/12/2026Quantbot Technologies LP144$33K0.0%N/A0.000%
8/12/2026Findlay Park Partners LLP321,299$72.92M1.0%N/A0.436%
8/12/2026Korea Investment CORP33,324$7.56M0.0%N/A0.045%
8/12/2026EP Wealth Advisors LLC2,389$542K0.0%N/A0.003%
8/12/2026Bard Associates Inc.6,593$1.50M0.3%N/A0.009%
8/12/2026Ieq Capital LLC4,148$941K0.0%N/A0.006%
8/12/2026Callan Family Office LLC12,020$2.73M0.1%N/A0.016%
8/12/2026Heartland Advisors Inc.26,726$6.07M0.3%N/A0.036%
8/11/2026OneAscent Investment Solutions LLC1,023$232K0.2%N/A0.001%
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8/11/2026Allworth Financial LP722$164K0.0%N/A0.001%
8/11/2026B. Metzler seel. Sohn & Co. AG24,387$5.54M0.0%N/A0.033%
8/10/2026Danske Bank A S74,100$16.82M0.0%N/A0.101%
8/8/2026Oxbow Advisors LLC16,911$3.84M0.3%N/A0.023%
8/8/2026Wealthfront Advisers LLC4,019$912K0.0%N/A0.005%
8/7/2026Nuance Investments LLC7,459$1.69M0.3%N/A0.010%
8/7/2026BlackRock Inc.5,734,272$1.30B0.0%N/A7.778%
8/7/2026Deutsche Bank AG426,901$96.89M0.0%N/A0.579%
8/7/2026Perigon Wealth Management LLC1,477$335K0.0%N/A0.002%
8/7/2026Rice Hall James & Associates LLC2,679$608K0.0%N/A0.004%


IEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 695 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 605 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 30,515,792 shares in the last 24 months. This purchase volume represents approximately $6.08B in transactions.

Of the 258 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 10,270,595 shares in the last 24 months. This volume of shares sold represents approximately $1.82B 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 10/2/2026. New 13F filings are added each quarter as they're published.
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