IDEX (IEX) Institutional Ownership

$222.33
+0.09 (+0.04%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
97.96%
Number of
Institutional Buyers
(last 12 months)
312
Total
Institutional Inflows
(last 12 months)
$2.64B
Number of
Institutional Sellers
(last 12 months)
262
Total
Institutional Outflows
(last 12 months)
$1.54B
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IEX Institutional Buying and Selling by Quarter

IDEX Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Wahed Invest LLC1,481$361K0.1%+14.9%0.002%
5/17/2024 Brown Shipley& Co Ltd904$218K0.1%-28.3%0.001%
5/17/2024 Comerica Bank74,095$18.08M0.1%+0.3%0.098%
5/17/2024 Tidal Investments LLC4,383$1.07M0.0%+8.8%0.006%
5/16/2024 California State Teachers Retirement System117,533$28.68M0.0%+0.2%0.155%
5/16/2024 Kennedy Capital Management LLC60,434$14.75M0.3%+17.2%0.080%
5/16/2024 Silvercrest Asset Management Group LLC12,983$3.17M0.0%+14.3%0.017%
5/16/2024 Paloma Partners Management Co1,115$272K0.0%N/A0.001%
5/15/2024 SVB Wealth LLC938$229K0.0%-54.6%0.001%
5/15/2024 Public Employees Retirement System of Ohio28,943$7.06M0.0%-8.6%0.038%
5/15/2024 Public Employees Retirement Association of Colorado313,109$76.41M0.3%-0.2%0.414%
5/15/2024 Bamco Inc. NY332,322$81.09M0.2%-13.9%0.439%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund2,496$609K0.0%-7.3%0.003%
5/15/2024 Kentucky Retirement Systems5,743$1.40M0.0%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD7,964,956$1.94B0.2%+7.5%10.523%
5/15/2024 Quadrature Capital Ltd4,842$1.18M0.0%-61.8%0.006%
5/15/2024 Gabelli Funds LLC224,750$54.84M0.4%-4.1%0.297%
5/15/2024 Gamco Investors INC. ET AL188,568$46.01M0.5%-1.8%0.249%
5/14/2024 Toronto Dominion Bank44,356$10.82M0.0%+2.1%0.059%
5/14/2024 Shell Asset Management Co.2,554$623K0.0%-62.6%0.003%
5/14/2024 Maren Capital LLC278,215$67.89M6.5%+21.3%0.368%
5/14/2024 Natixis943$230K0.0%+734.5%0.001%
5/14/2024 Pitcairn Co.5,774$1.41M0.1%-5.6%0.008%
5/14/2024 CANADA LIFE ASSURANCE Co54,449$13.29M0.0%+2.3%0.072%
5/14/2024 American International Group Inc.19,829$4.84M0.0%-0.3%0.026%
5/14/2024 Lake Street Advisors Group LLC996$243K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.1,179$287K0.0%+7.5%0.002%
5/13/2024 Mirova19,800$4.83M0.9%-9.9%0.026%
5/13/2024 UniSuper Management Pty Ltd4,795$1.17M0.0%+418.9%0.006%
5/13/2024 Clearbridge Investments LLC335,672$81.91M0.1%+0.0%0.443%
5/13/2024 O Shaughnessy Asset Management LLC2,752$672K0.0%+33.4%0.004%
5/13/2024 Ameritas Investment Partners Inc.818$200K0.0%-8.7%0.001%
5/13/2024 Champlain Investment Partners LLC731,651$178.54M1.0%-33.8%0.967%
5/11/2024 Bahl & Gaynor Inc.2,739$668K0.0%-3.9%0.004%
5/11/2024 Covestor Ltd546$133K0.1%+60.6%0.001%
5/10/2024 Vanguard Group Inc.9,202,074$2.25B0.0%+0.2%12.158%
5/10/2024 Westfield Capital Management Co. LP359,880$87.82M0.5%-2.9%0.475%
5/10/2024 Intech Investment Management LLC13,799$3.37M0.0%+346.6%0.018%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp45,731$11.16M0.0%-5.9%0.060%
5/10/2024 CCLA Investment Management425,788$104.46M1.6%+7.7%0.563%
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5/9/2024 Blair William & Co. IL3,104$757K0.0%+6.3%0.004%
5/9/2024 Orion Portfolio Solutions LLC12,628$3.08M0.0%+31.3%0.017%
5/9/2024 HBK Sorce Advisory LLC1,075$262K0.0%-5.5%0.001%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.91,755$22.39M0.0%+20.6%0.121%
5/9/2024 State Board of Administration of Florida Retirement System88,443$20.43M0.0%+6.2%0.117%
5/9/2024 Dearborn Partners LLC1,001$244K0.0%-47.4%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.273,285$66.69M0.2%-27.4%0.361%
5/8/2024 Sheets Smith Wealth Management2,870$700K0.1%N/A0.004%
5/8/2024 ProShare Advisors LLC15,406$3.76M0.0%-3.6%0.020%
5/8/2024 US Bancorp DE41,229$10.06M0.0%-10.8%0.054%
5/8/2024 Russell Investments Group Ltd.29,954$7.32M0.0%-47.5%0.040%
5/8/2024 QRG Capital Management Inc.7,577$1.85M0.0%+17.1%0.010%
5/7/2024 Sei Investments Co.101,341$24.73M0.0%-3.5%0.134%
5/7/2024 Montag A & Associates Inc.7,340$1.79M0.1%-9.6%0.010%
5/7/2024 Swiss National Bank226,500$55.27M0.0%-4.2%0.299%
5/7/2024 Forsta AP Fonden17,600$4.30M0.0%+11.4%0.023%
5/7/2024 Oppenheimer Asset Management Inc.9,433$2.30M0.0%-1.6%0.012%
5/7/2024 Nuance Investments LLC63,572$15.51M0.4%N/A0.084%
5/7/2024 SG Americas Securities LLC37,561$9.17M0.0%+241.3%0.050%
5/7/2024 Empowered Funds LLC1,121$274K0.0%N/A0.001%
5/6/2024 Quantbot Technologies LP6,226$1.52M0.1%-45.0%0.008%
5/6/2024 Envestnet Portfolio Solutions Inc.5,778$1.41M0.0%-2.0%0.008%
5/6/2024 Empirical Finance LLC2,593$633K0.0%+3.6%0.003%
5/6/2024 Duality Advisers LP8,498$2.07M0.2%-66.7%0.011%
5/4/2024 Geneva Capital Management LLC118,734$28.97M0.5%-2.2%0.157%
5/3/2024 Mediolanum International Funds Ltd29,273$7.18M0.1%N/A0.039%
5/3/2024 Chevy Chase Trust Holdings LLC41,882$10.22M0.0%-0.9%0.055%
5/3/2024 GSA Capital Partners LLP4,037$985K0.1%-26.3%0.005%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S4,420$1.08M0.0%+20.8%0.006%
5/3/2024 Central Pacific Bank Trust Division2,778$669K0.1%N/A0.004%
5/2/2024 Mutual of America Capital Management LLC9,919$2.42M0.0%-2.4%0.013%
5/2/2024 Daiwa Securities Group Inc.12,879$3.14M0.0%-9.5%0.017%
5/2/2024 Nordea Investment Management AB342,170$83.77M0.1%+151.9%0.452%
5/2/2024 Fidelis Capital Partners LLC649$158K0.0%N/A0.001%
5/2/2024 Choreo LLC2,754$672K0.0%+39.8%0.004%
5/2/2024 Tokio Marine Asset Management Co. Ltd.1,623$396K0.0%+7.7%0.002%
5/1/2024 Janney Montgomery Scott LLC56,325$13.75M0.0%+8.3%0.074%
5/1/2024 BNP Paribas Financial Markets69,984$17.08M0.0%+90.1%0.092%
5/1/2024 Mirae Asset Global Investments Co. Ltd.354,946$79.36M0.1%-14.7%0.469%
4/30/2024 Norden Group LLC1,938$473K0.0%N/A0.003%
4/30/2024 Van ECK Associates Corp11,177$2.73M0.0%+6.9%0.015%
4/30/2024 Vest Financial LLC3,445$841K0.0%+207.0%0.005%
4/30/2024 Allspring Global Investments Holdings LLC63,699$15.54M0.0%-0.1%0.084%
4/30/2024Commonwealth Equity Services LLC2,841$693K0.0%-24.9%0.004%
4/29/2024 Greenleaf Trust1,120$273K0.0%+6.7%0.001%
4/29/2024 Principal Financial Group Inc.97,557$23.81M0.0%+4.2%0.129%
4/29/2024 Mn Services Vermogensbeheer B.V.30,590$7.47M0.1%-11.6%0.040%
4/27/2024 Hahn Capital Management LLC4,243$1.04M0.6%-36.7%0.006%
4/27/2024 K.J. Harrison & Partners Inc17,430$4.25M0.7%-5.3%0.023%
4/26/2024 Securian Asset Management Inc.4,373$1.07M0.0%-8.4%0.006%
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4/26/2024 Yousif Capital Management LLC12,857$3.14M0.0%+22.1%0.017%
4/26/2024 Robeco Schweiz AG260,423$63.55M1.1%-5.7%0.344%
4/25/2024 New York State Teachers Retirement System67,237$16.41M0.0%-0.1%0.089%
4/25/2024 Bank of New York Mellon Corp553,477$135.06M0.0%-3.3%0.731%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 118,680$28.96M0.1%+2.2%0.157%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund23,018$5.62M0.1%+8.5%0.030%
4/25/2024 Peterson Financial Group Inc.15,369$3.75M2.1%+40.1%0.020%
4/25/2024 Albert D Mason Inc.4,509$1.10M0.7%+1.0%0.006%
4/24/2024 V Square Quantitative Management LLC2,220$542K0.1%+15.7%0.003%
4/24/2024 Harvey Investment Co. LLC88,354$21.56M2.4%-1.6%0.117%
(Data available from 1/1/2016 forward)

IEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEX shares?

During the previous two years, 599 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($2.25B), Price T Rowe Associates Inc. MD ($1.94B), BlackRock Inc. ($1.28B), State Street Corp ($644.44M), Alliancebernstein L.P. ($624.84M), Wellington Management Group LLP ($481.82M), and Impax Asset Management Group plc ($475.63M).Learn more on IEX's institutional investors.

What percentage of IDEX stock is owned by institutional investors?

97.96% of IDEX stock is owned by institutional investors. Learn more on IEX's institutional investor holdings.

Which institutional investors have been buying IDEX stock?

Of the 494 institutional investors that purchased IDEX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($3.86M), Price T Rowe Associates Inc. MD ($1.69M), Norges Bank ($1.09M), Alecta Tjanstepension Omsesidigt ($781.17K), CCLA Investment Management ($487.92K), Fisher Asset Management LLC ($444.14K), and Ceredex Value Advisors LLC ($433.42K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 18,804,777 shares in the last 24 months. This purchase volume represents approximately $4.05B in transactions.

Which IDEX major shareholders have been selling company stock?

Of the 373 institutional investors that sold IDEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Advisory Inc. ($1.75M), Nordea Investment Management AB ($1.28M), Massachusetts Financial Services Co. MA ($1.08M), FMR LLC ($647.85K), Congress Asset Management Co. MA ($613.39K), Price T Rowe Associates Inc. MD ($546.45K), and Mirae Asset Global Investments Co. Ltd. ($530.46K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 15,401,133 shares in the last 24 months. This volume of shares sold represents approximately $3.27B in transactions.


This page (NYSE:IEX) was last updated on 5/18/2024 by MarketBeat.com Staff

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