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IDEX (IEX) Institutional Ownership

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$215.67 -1.60 (-0.74%)
As of 01/17/2025 03:59 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)
301
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
220
Total
Institutional Outflows
(last 12 months)
$1.05B
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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
1/17/2025Avior Wealth Management LLC2,272$476K0.0%-7.8%0.003%
1/17/2025Janney Montgomery Scott LLC1,672$350K0.0%-31.4%0.002%
1/17/2025SG Americas Securities LLC2,143$449K0.0%-54.0%0.003%
1/17/2025Nisa Investment Advisors LLC32,812$6.87M0.0%-0.5%0.043%
1/16/2025Crossmark Global Holdings Inc.2,801$587K0.0%-51.1%0.004%
1/16/2025Mountain Pacific Investment Advisers LLC244,159$51.10M3.6%-0.1%0.322%
1/16/2025Guinness Asset Management LTD2,408$504K0.0%+4.0%0.003%
1/15/2025 HB Wealth Management LLC1,157$242K0.0%+23.1%0.002%
1/15/2025 Arthur M. Cohen & Associates LLC1,200$251K0.0%-29.4%0.002%
1/15/2025 Albert D Mason Inc.4,532$948K0.6%+1.3%0.006%
1/15/2025 Procyon Advisors LLC1,487$311K0.0%-29.5%0.002%
1/14/2025 Rovin Capital UT ADV1,258$263K0.1%-4.7%0.002%
1/14/2025 CHURCHILL MANAGEMENT Corp22,083$4.62M0.1%-2.1%0.029%
1/14/2025 Covea Finance14,500$3.04M0.1%+70.6%0.019%
1/14/2025 Park Avenue Securities LLC2,330$488K0.0%+27.0%0.003%
1/14/2025 Assenagon Asset Management S.A.68,860$14.41M0.0%+1.8%0.091%
1/14/2025 CCLA Investment Management477,170$99.92M1.6%+10.1%0.630%
1/14/2025 Oak Thistle LLC1,418$297K0.1%N/A0.002%
1/14/2025 Signal Advisors Wealth LLC1,822$381K0.0%+3.6%0.002%
1/13/2025 Czech National Bank16,419$3.44M0.0%+6.5%0.022%
1/8/2025 First Hawaiian Bank11,970$2.51M0.1%-4.5%0.016%
1/7/2025 Diversified Trust Co6,210$1.30M0.0%+1.0%0.008%
1/6/2025 Nordea Investment Management AB862,625$181.27M0.2%+5.3%1.139%
1/3/2025 Everence Capital Management Inc.1,630$341K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC614$129K0.0%+416.0%0.001%
12/26/2024JPMorgan Chase & Co.295,574$63.40M0.0%-63.0%0.390%
12/19/2024Principal Financial Group Inc.95,836$20.56M0.0%+3.0%0.127%
12/6/2024Retirement Systems of Alabama16,552$3.55M0.0%-0.9%0.022%
12/3/2024Oddo BHF Asset Management Sas7,059$1.51M0.1%N/A0.009%
11/27/2024Franklin Resources Inc.203,412$43.39M0.0%+1.0%0.269%
11/25/2024Tidal Investments LLC5,428$1.16M0.0%+9.3%0.007%
11/25/2024Sanctuary Advisors LLC2,672$621K0.0%-31.6%0.004%
11/18/2024Teachers Retirement System of The State of Kentucky5,655$1.21M0.0%-6.0%0.007%
11/18/2024Toronto Dominion Bank38,884$8.34M0.0%+1.3%0.051%
11/18/2024Coldstream Capital Management Inc.12,108$2.60M0.1%+5.2%0.016%
11/16/2024Geode Capital Management LLC1,891,175$404.34M0.0%+1.3%2.498%
11/15/2024M&T Bank Corp20,934$4.49M0.0%+7.2%0.028%
11/15/2024Duff & Phelps Investment Management Co.45,324$9.72M0.1%-47.7%0.060%
11/15/2024Barclays PLC1,177,645$252.60M0.1%+1.2%1.555%
11/15/2024Public Employees Retirement System of Ohio27,513$5.90M0.0%-4.7%0.036%
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11/15/2024Nomura Asset Management Co. Ltd.21,958$4.71M0.0%+9.9%0.029%
11/15/2024MML Investors Services LLC3,379$725K0.0%-2.8%0.004%
11/15/2024Orion Portfolio Solutions LLC11,168$2.40M0.1%-5.0%0.015%
11/15/2024DF Dent & Co. Inc.148,005$31.75M0.4%N/A0.195%
11/15/2024National Bank of Canada FI39,483$8.47M0.0%-54.0%0.052%
11/15/2024iA Global Asset Management Inc.1,556$334K0.0%-76.3%0.002%
11/15/2024Jane Street Group LLC1,016$218K0.0%-97.2%0.001%
11/15/2024Wellington Management Group LLP2,830,929$607.23M0.1%+108.4%3.739%
11/15/2024Worldquant Millennium Advisors LLC62,756$13.46M0.1%+844.4%0.083%
11/15/2024Wahed Invest LLC1,838$394K0.1%+10.4%0.002%
11/15/2024Two Sigma Advisers LP413,300$88.65M0.2%-5.7%0.546%
11/15/2024State Street Corp3,017,976$647.36M0.0%+0.5%3.986%
11/15/2024Stifel Financial Corp4,999$1.07M0.0%-1.3%0.007%
11/15/2024Quantinno Capital Management LP3,596$771K0.0%+34.0%0.005%
11/15/2024Royal London Asset Management Ltd.32,584$6.99M0.0%+2.6%0.043%
11/15/2024Polar Asset Management Partners Inc.103,300$22.16M0.5%N/A0.136%
11/15/2024Port Capital LLC190,651$40.90M1.8%+0.2%0.252%
11/15/2024Maren Capital LLC294,752$63.22M5.2%+0.6%0.389%
11/15/2024Millburn Ridgefield Corp460$99K0.0%+475.0%0.001%
11/15/2024Mission Creek Capital Partners Inc.2,426$520K0.1%-11.8%0.003%
11/15/2024NFJ Investment Group LLC11,939$2.56M0.1%-1.4%0.016%
11/15/2024Investment Management Corp of Ontario2,511$539K0.0%+46.8%0.003%
11/15/2024HighTower Advisors LLC10,304$2.21M0.0%-18.6%0.014%
11/15/2024Holocene Advisors LP44,110$9.46M0.0%+0.8%0.058%
11/15/2024Chevy Chase Trust Holdings LLC40,588$8.71M0.0%-2.0%0.054%
11/15/2024Benjamin Edwards Inc.1,250$268K0.0%N/A0.002%
11/15/2024Atom Investors LP48,196$10.34M1.1%+5.3%0.064%
11/15/2024Bamco Inc. NY276,961$59.41M0.2%-12.0%0.366%
11/15/2024Paloma Partners Management Co1,082$232K0.0%N/A0.001%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp12,629$2.71M0.0%-12.8%0.017%
11/14/2024Fred Alger Management LLC415$89K0.0%N/A0.001%
11/14/2024Eventide Asset Management LLC71,587$15.36M0.3%+6.8%0.095%
11/14/2024Verition Fund Management LLC18,191$3.90M0.0%+39.3%0.024%
11/14/2024Captrust Financial Advisors15,044$3.23M0.0%-12.8%0.020%
11/14/2024Northwest & Ethical Investments L.P.108,907$23.36M0.6%-11.9%0.144%
11/14/2024Public Sector Pension Investment Board3,304$709K0.0%+13.8%0.004%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC645,425$138.44M0.0%-0.5%0.852%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank56,718$12.17M0.0%+12.0%0.075%
11/14/2024FORA Capital LLC3,453$741K0.1%-64.9%0.005%
11/14/2024MetLife Investment Management LLC19,684$4.22M0.0%-2.5%0.026%
11/13/2024Thematics Asset Management92,654$19.87M0.8%+17.8%0.122%
11/13/2024BNP Paribas Financial Markets131,972$28.31M0.0%+17.1%0.174%
11/13/2024 Brooklyn Investment Group400$86K0.0%N/A0.001%
11/13/2024Quantbot Technologies LP4,254$912K0.0%-83.6%0.006%
11/13/2024FMR LLC188,441$40.42M0.0%-26.5%0.249%
11/13/2024The Manufacturers Life Insurance Company45,364$9.73M0.0%-0.4%0.060%
11/13/2024Bank of Montreal Can102,364$22.01M0.0%+16.0%0.135%
11/13/2024DRW Securities LLC1,395$299K0.0%N/A0.002%
11/13/2024Independent Advisor Alliance16,776$3.60M0.1%-12.5%0.022%
11/13/2024Fisher Asset Management LLC659,006$141.36M0.1%+7.6%0.870%
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11/13/2024Daiwa Securities Group Inc.11,432$2.45M0.0%-9.9%0.015%
11/12/2024Westfield Capital Management Co. LP356,158$76.40M0.3%-8.9%0.470%
11/12/2024Larson Financial Group LLC805$173K0.0%N/A0.001%
11/12/2024Cerity Partners LLC20,632$4.43M0.0%+48.3%0.027%
11/12/2024Champlain Investment Partners LLC1,223,676$262.48M1.6%+28.8%1.616%
11/12/2024Studio Investment Management LLC955$205K0.0%+4.9%0.001%
11/12/2024Citigroup Inc.90,923$19.50M0.0%+24.1%0.120%
11/12/2024Raymond James Trust N.A.2,025$434K0.0%+27.0%0.003%
11/12/2024Eagle Asset Management Inc.54,448$12.44M0.1%+45.7%0.072%
11/12/2024Charles Schwab Investment Management Inc.630,443$135.23M0.0%+0.7%0.833%
(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, 617 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 ($647.36M), Alliancebernstein L.P. ($624.84M), Wellington Management Group LLP ($607.23M), and Morgan Stanley ($468.92M).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 499 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), Wellington Management Group LLP ($1.47M), Norges Bank ($1.09M), Van ECK Associates Corp ($1.02M), Alecta Tjanstepension Omsesidigt ($781.17K), and Ceredex Value Advisors LLC ($539.02K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 20,932,839 shares in the last 24 months. This purchase volume represents approximately $4.56B 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: Nordea Investment Management AB ($1.26M), Massachusetts Financial Services Co. MA ($1.10M), Brown Advisory Inc. ($1.09M), FMR LLC ($715.94K), JPMorgan Chase & Co. ($618.06K), Congress Asset Management Co. MA ($540.94K), and Wellington Management Group LLP ($519.20K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 12,526,425 shares in the last 24 months. This volume of shares sold represents approximately $2.75B in transactions.


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This page (NYSE:IEX) was last updated on 1/20/2025 by MarketBeat.com Staff
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