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IDEX (IEX) Institutional Ownership

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$167.42 -2.45 (-1.44%)
As of 03:34 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)
363
Total
Institutional Inflows
(last 12 months)
$2.76B
Number of
Institutional Sellers
(last 12 months)
258
Total
Institutional Outflows
(last 12 months)
$1.31B
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IEX Institutional Buying and Selling by Quarter

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IDEX Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025 GAMMA Investing LLC915$166K0.0%+49.0%0.001%
4/14/2025Yousif Capital Management LLC9,979$1.81M0.0%-1.1%0.013%
4/14/2025Tounjian Advisory Partners LLC18,692$3.38M0.6%N/A0.025%
4/14/2025Fenimore Asset Management Inc855,951$154.90M3.3%+2.0%1.133%
4/14/2025Park Avenue Securities LLC1,870$338K0.0%-19.7%0.002%
4/14/2025UMB Bank n.a.224$41K0.0%+63.5%0.000%
4/11/2025 Vest Financial LLC15,712$2.84M0.0%+36.3%0.021%
4/10/2025 L. Roy Papp & Associates LLP13,480$2.44M0.3%-4.8%0.018%
4/9/2025 Sentry Investment Management LLC216$39K0.0%-23.1%0.000%
4/9/2025 Czech National Bank17,392$3.15M0.0%+5.9%0.023%
4/8/2025 Rhumbline Advisers172,103$31.15M0.0%+6.1%0.228%
4/8/2025 Parallel Advisors LLC610$110K0.0%-19.5%0.001%
4/7/2025 GAMMA Investing LLC165,588$299.66M0.1%+26,868.7%0.219%
4/3/2025 Versant Capital Management Inc439$79K0.0%+970.7%0.001%
4/3/2025 First Hawaiian Bank8,652$1.57M0.1%-27.7%0.011%
4/3/2025 Legacy Wealth Management LLC MS1,473$267K0.1%N/A0.002%
4/1/2025 MassMutual Private Wealth & Trust FSB143$26K0.0%+81.0%0.000%
3/18/2025California State Teachers Retirement System131,637$27.55M0.0%+6.3%0.174%
3/18/2025111 Capital4,854$1.02M0.2%N/A0.006%
3/17/2025Wealth Enhancement Advisory Services LLC4,925$1.03M0.0%+1.3%0.006%
3/14/2025Lansforsakringar Fondforvaltning AB publ 24,307$5.09M0.1%N/A0.032%
3/4/2025Siemens Fonds Invest GmbH4,243$888K0.0%+275.5%0.006%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH110,842$23.20M0.0%N/A0.146%
2/20/2025Mackenzie Financial Corp6,976$1.46M0.0%+10.7%0.009%
2/20/2025Forum Financial Management LP1,283$269K0.0%N/A0.002%
2/19/2025Toronto Dominion Bank25,564$5.35M0.0%-34.3%0.034%
2/19/2025Public Employees Retirement System of Ohio26,023$5.45M0.0%-5.4%0.034%
2/18/2025Orion Capital Management LLC413$86K0.0%N/A0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC747,554$156.46M0.0%+15.8%0.987%
2/17/2025USS Investment Management Ltd12,096$2.53M0.0%-8.6%0.016%
2/17/2025Voloridge Investment Management LLC153,229$32.07M0.1%-45.9%0.202%
2/17/2025Worldquant Millennium Advisors LLC29,594$6.19M0.0%-52.8%0.039%
2/17/2025Vident Advisory LLC1,587$332K0.0%-91.7%0.002%
2/17/2025Sovereign s Capital Management LLC2,009$420K0.3%N/A0.003%
2/17/2025Squarepoint Ops LLC2,123$444K0.0%+4.2%0.003%
2/17/2025Two Sigma Advisers LP316,800$66.30M0.2%-23.3%0.418%
2/17/2025Two Sigma Investments LP161,971$33.90M0.1%-51.6%0.214%
2/17/2025Tidal Investments LLC5,588$1.17M0.0%+2.9%0.007%
2/17/2025Texas Bank & Trust Co1,350$283K0.1%N/A0.002%
2/17/2025State of Wyoming848$177K0.0%-7.2%0.001%
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2/17/2025Toronto Dominion Bank25,564$5.35M0.0%-34.3%0.034%
2/17/2025Siemens Fonds Invest GmbH4,243$888K0.0%+275.5%0.006%
2/17/2025Shell Asset Management Co.1,212$254K0.0%-52.5%0.002%
2/17/2025Royal Bank of Canada130,652$27.34M0.0%-7.2%0.173%
2/17/2025Rafferty Asset Management LLC7,070$1.48M0.0%+11.4%0.009%
2/17/2025Raiffeisen Bank International AG50,969$10.64M0.2%N/A0.067%
2/17/2025Port Capital LLC194,140$40.63M1.9%+1.8%0.256%
2/17/2025ProShare Advisors LLC10,974$2.30M0.0%-30.8%0.014%
2/17/2025Quantinno Capital Management LP8,873$1.86M0.0%+146.7%0.012%
2/17/2025Mufg Securities Americas Inc.1,118$234K0.0%N/A0.001%
2/17/2025Man Group plc8,223$1.72M0.0%-81.7%0.011%
2/17/2025Nomura Holdings Inc.4,985$1.04M0.0%N/A0.007%
2/17/2025Nuveen Asset Management LLC175,687$36.77M0.0%-8.3%0.232%
2/17/2025OMERS ADMINISTRATION Corp3,154$660K0.0%+20.3%0.004%
2/17/2025Millennium Management LLC36,570$7.65M0.0%+179.9%0.048%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.529,445$110.81M0.2%+5.8%0.699%
2/17/2025Moore Capital Management LP61,542$12.88M0.1%N/A0.081%
2/17/2025Laird Norton Wetherby Wealth Management LLC2,127$445K0.0%+3.2%0.003%
2/17/2025Lighthouse Investment Partners LLC6,500$1.36M0.0%N/A0.009%
2/17/2025Investment Management Corp of Ontario2,111$442K0.0%-15.9%0.003%
2/17/2025Janus Henderson Group PLC8,816$1.85M0.0%+16.9%0.012%
2/17/2025Graham Capital Management L.P.20,300$4.25M0.1%+145.0%0.027%
2/17/2025Focus Partners Wealth8,494$1.78M0.0%+2.6%0.011%
2/17/2025Ensign Peak Advisors Inc305,242$63.88M0.1%+25.9%0.403%
2/17/2025Fiduciary Trust Co1,154$242K0.0%N/A0.002%
2/17/2025First Manhattan CO. LLC.3,778$791K0.0%+42.4%0.005%
2/17/2025Deutsche Bank AG463,351$96.98M0.0%+20.0%0.612%
2/17/2025Deprince Race & Zollo Inc.145,547$30.46M0.6%N/A0.192%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main19,278$4.04M0.0%-47.9%0.025%
2/17/2025Cetera Investment Advisers4,867$1.02M0.0%+18.4%0.006%
2/17/2025Centiva Capital LP4,581$959K0.0%N/A0.006%
2/17/2025Bridgefront Capital LLC3,800$795K0.3%N/A0.005%
2/17/2025Captrust Financial Advisors15,607$3.27M0.0%+3.7%0.021%
2/17/2025Brown Advisory Inc.247,886$51.88M0.1%-18.8%0.327%
2/17/2025Balyasny Asset Management L.P.67,551$14.14M0.0%N/A0.089%
2/17/2025Baird Financial Group Inc.256,249$53.63M0.1%-13.9%0.338%
2/17/2025Bamco Inc. NY261,961$54.83M0.1%-5.4%0.346%
2/17/2025Banque de Luxembourg S.A.127$27K0.0%N/A0.000%
2/17/2025Bank of America Corp DE410,546$85.92M0.0%-23.2%0.542%
2/17/2025BLI Banque de Luxembourg Investments94,400$19.70M0.5%N/A0.125%
2/17/2025BNP Paribas Financial Markets125,101$26.18M0.0%-5.2%0.165%
2/17/2025Ameriprise Financial Inc.225,251$47.14M0.0%-8.6%0.297%
2/17/2025Ancora Advisors LLC496$104K0.0%+24,700.0%0.001%
2/17/2025Aristotle Capital Boston LLC24,705$5.17M0.2%-7.1%0.033%
2/17/2025AXA S.A.269,638$56.43M0.2%+27.0%0.356%
2/14/2025Wahed Invest LLC1,934$405K0.1%+5.2%0.003%
2/14/2025Mercer Global Advisors Inc. ADV6,205$1.30M0.0%+3.4%0.008%
2/14/2025LGT Financial Advisors LLC793$166K0.4%+1,267.2%0.001%
2/14/2025Jane Street Group LLC57,140$11.96M0.0%+5,524.0%0.075%
2/14/2025Freestone Grove Partners LP131,577$27.54M0.3%N/A0.174%
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2/14/2025Comerica Bank106,239$22.24M0.1%-2.3%0.140%
2/14/2025Soros Fund Management LLC30,558$6.40M0.1%N/A0.040%
2/14/2025Schonfeld Strategic Advisors LLC1,744$365K0.0%-95.1%0.002%
2/14/2025Paloma Partners Management Co40,000$8.37M0.4%+3,596.9%0.053%
2/14/2025Northern Trust Corp793,622$166.10M0.0%+17.8%1.048%
2/14/2025Tudor Investment Corp ET AL3,881$812K0.0%N/A0.005%
2/14/2025Public Employees Retirement Association of Colorado312,591$65.42M0.3%-0.1%0.413%
2/14/2025Quarry LP236$49K0.0%N/A0.000%
2/14/2025Mission Creek Capital Partners Inc.2,072$434K0.1%-14.6%0.003%
2/14/2025Aquatic Capital Management LLC6,745$1.41M0.0%+16.3%0.009%
(Data available from 1/1/2016 forward)

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IEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEX shares?

During the previous two years, 667 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.95B), BlackRock Inc. ($1.28B), Wellington Management Group LLP ($883.12M), Price T Rowe Associates Inc. MD ($767.42M), State Street Corp ($647.36M), Morgan Stanley ($468.92M), and Geode Capital Management LLC ($399.35M).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 537 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), Wellington Management Group LLP ($2.86M), Norges Bank ($2.13M), Price T Rowe Associates Inc. MD ($1.97M), 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 25,768,571 shares in the last 24 months. This purchase volume represents approximately $5.54B in transactions.

Which IDEX major shareholders have been selling company stock?

Of the 394 institutional investors that sold IDEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($1.10M), Brown Advisory Inc. ($988.92K), Invesco Ltd. ($739.42K), FMR LLC ($715.94K), Amundi ($631.06K), JPMorgan Chase & Co. ($585.34K), and Nordea Investment Management AB ($573.35K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 14,526,518 shares in the last 24 months. This volume of shares sold represents approximately $3.14B in transactions.



This page (NYSE:IEX) was last updated on 4/15/2025 by MarketBeat.com Staff
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