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IDEX (IEX) Institutional Ownership

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$179.99 +0.52 (+0.29%)
As of 02:49 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)
398
Total
Institutional Inflows
(last 12 months)
$3.20B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$1.71B
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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
7/16/2025State of Alaska Department of Revenue8,493$1.49M0.0%-4.2%0.011%
7/16/2025Patton Fund Management Inc.1,273$224K0.2%N/A0.002%
7/16/2025American National Bank & Trust144$25K0.0%N/A0.000%
7/16/2025Hartford Investment Management Co.4,490$788K0.0%-2.6%0.006%
7/16/2025Steph & Co.240$42K0.0%N/A0.000%
7/15/2025Public Employees Retirement System of Ohio23,467$4.12M0.0%+0.6%0.031%
7/15/2025Fifth Third Bancorp1,900$334K0.0%-9.5%0.003%
7/15/2025Covea Finance25,400$4.46M0.2%+41.1%0.034%
7/14/2025 GAMMA Investing LLC1,305$229K0.0%+42.6%0.002%
7/14/2025 Park Avenue Securities LLC2,388$419K0.0%+27.7%0.003%
7/11/2025 Farther Finance Advisors LLC370$65K0.0%-38.0%0.000%
7/11/2025 Assenagon Asset Management S.A.14,738$2.59M0.0%-84.7%0.020%
7/11/2025 IFM Investors Pty Ltd20,375$3.58M0.0%+8.3%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC6,341$1.15M0.0%+23.4%0.008%
7/10/2025 Mn Services Vermogensbeheer B.V.27,890$4.90M0.0%+1.5%0.037%
7/10/2025 Alecta Tjanstepension Omsesidigt689,900$121.13M0.6%-13.8%0.913%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd10,195$1.79M0.0%+26.6%0.013%
7/9/2025 Tounjian Advisory Partners LLC18,278$3.31M0.6%-2.2%0.024%
7/9/2025 Czech National Bank18,465$3.24M0.0%+6.2%0.024%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.143$25K0.0%+257.5%0.000%
7/1/2025 Legacy Wealth Management LLC MS16,463$2.89M0.9%+1,017.7%0.022%
6/23/2025 Swedbank AB55,396$10.03M0.0%+16.2%0.073%
6/18/2025Voya Investment Management LLC27,556$4.99M0.0%+2.5%0.036%
6/17/2025Guinness Asset Management LTD2,079$376K0.0%-13.7%0.003%
6/6/2025Hahn Capital Management LLC4,710$852K0.4%-15.0%0.006%
6/4/2025 First Hawaiian Bank8,652$1.57M0.1%-27.7%0.011%
5/21/2025 IFM Investors Pty Ltd18,818$3.41M0.0%+1.1%0.025%
5/20/2025Focus Partners Wealth7,320$1.33M0.0%-13.8%0.010%
5/20/2025Glenview Trust co6,829$1.24M0.0%+4.9%0.009%
5/19/2025Jane Street Group LLC24,592$4.45M0.0%-57.0%0.033%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC769,341$139.23M0.0%+2.9%1.018%
5/16/2025Empowered Funds LLC1,646$298K0.0%+3.4%0.002%
5/16/2025MBB Public Markets I LLC1,712$310K0.0%N/A0.002%
5/16/2025United Services Automobile Association1,551$281K0.0%N/A0.002%
5/16/2025Goldman Sachs Group Inc.440,843$79.78M0.0%-15.7%0.584%
5/16/2025Dynamic Technology Lab Private Ltd5,024$909K0.1%N/A0.007%
5/16/2025USS Investment Management Ltd15,200$2.75M0.0%+25.7%0.020%
5/16/2025UniSuper Management Pty Ltd11,424$2.07M0.0%+15.0%0.015%
5/16/2025Petrus Trust Company LTA2,097$379K0.0%N/A0.003%
5/16/2025NFJ Investment Group LLC14,824$2.68M0.1%-26.8%0.020%
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5/16/2025Nissay Asset Management Corp Japan ADV9,359$1.69M0.0%+1.1%0.012%
5/16/2025NewEdge Advisors LLC1,233$223K0.0%-15.9%0.002%
5/16/2025Millennium Management LLC487,274$88.18M0.0%+1,232.4%0.645%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.510,333$92.36M0.2%-3.6%0.676%
5/16/2025Interval Partners LP179,779$32.54M0.7%N/A0.238%
5/16/2025Eventide Asset Management LLC99,182$17.95M0.4%+23.7%0.131%
5/16/2025Curi RMB Capital LLC79,279$14.35M0.4%-10.5%0.105%
5/16/2025Alliancebernstein L.P.90,835$16.44M0.0%-2.8%0.120%
5/16/2025AQR Capital Management LLC8,115$1.45M0.0%-20.4%0.011%
5/16/2025Amundi1,249,546$220.85M0.1%+23.4%1.654%
5/16/2025Adage Capital Partners GP L.L.C.69,086$12.50M0.0%N/A0.091%
5/15/2025Paloma Partners Management Co11,500$2.08M0.3%-71.3%0.015%
5/15/2025Royal Bank of Canada102,836$18.61M0.0%-21.3%0.136%
5/15/2025Quarry LP630$114K0.0%+166.9%0.001%
5/15/2025Nomura Holdings Inc.5,224$945K0.0%+4.8%0.007%
5/15/2025Baird Financial Group Inc.2,999$543K0.0%-98.8%0.004%
5/15/2025Vident Advisory LLC2,879$521K0.0%+81.4%0.004%
5/15/2025Magnetar Financial LLC52,395$9.48M0.1%+899.7%0.069%
5/15/2025Canada Pension Plan Investment Board18,627$3.37M0.0%+60.2%0.025%
5/15/2025State of Wyoming1,009$183K0.0%+19.0%0.001%
5/15/2025OMERS ADMINISTRATION Corp2,708$490K0.0%-14.1%0.004%
5/15/2025BNP Paribas Financial Markets177,097$32.05M0.0%+41.6%0.234%
5/15/2025Champlain Investment Partners LLC1,044,739$189.07M1.4%-7.8%1.383%
5/14/2025B. Metzler seel. Sohn & Co. AG6,228$1.13M0.0%+69.2%0.008%
5/14/2025Gamco Investors INC. ET AL175,891$31.83M0.4%-1.2%0.233%
5/14/2025Gabelli Funds LLC196,900$35.63M0.3%-2.2%0.261%
5/14/2025Rafferty Asset Management LLC5,656$1.02M0.0%-20.0%0.007%
5/14/2025Findlay Park Partners LLP469,299$84.93M0.9%+66.0%0.621%
5/14/2025FORA Capital LLC11,424$2.07M0.2%N/A0.015%
5/14/2025Corebridge Financial Inc.17,399$3.15M0.0%-3.0%0.023%
5/14/2025Mirova25,297$4.58M0.8%-1.4%0.033%
5/14/2025Comerica Bank135,941$24.60M0.1%+28.0%0.180%
5/14/2025MetLife Investment Management LLC19,666$3.56M0.0%-1.9%0.026%
5/14/2025Walleye Capital LLC1,641$297K0.0%-177.4%0.002%
5/14/2025Campbell & CO Investment Adviser LLC14,432$2.61M0.2%+496.1%0.019%
5/14/2025Jump Financial LLC29,231$5.29M0.1%N/A0.039%
5/14/2025SVB Wealth LLC311$56K0.0%N/A0.000%
5/14/2025Smartleaf Asset Management LLC2,455$444K0.0%-7.5%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.2,288$414K0.0%+324.5%0.003%
5/14/2025Maren Capital LLC246,837$44.67M3.0%-0.5%0.327%
5/14/2025Allstate Corp4,699$850K0.0%+101.0%0.006%
5/14/2025Norinchukin Bank The3,436$622K0.0%+13.0%0.005%
5/14/2025Price T Rowe Associates Inc. MD1,963,041$355.25M0.0%-46.5%2.599%
5/14/2025Candriam S.C.A.66,628$12.06M0.1%-13.6%0.088%
5/14/2025T. Rowe Price Investment Management Inc.1,853,317$335.40M0.2%-0.8%2.453%
5/14/2025Credit Agricole S A29,324$5.31M0.0%+2.0%0.039%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.5,393$970K0.0%+44.4%0.007%
5/14/2025Groupama Asset Managment5,636$1.02M0.0%N/A0.007%
5/14/2025Van Lanschot Kempen Investment Management N.V.44,524$8.06M0.1%-44.4%0.059%
5/14/2025BI Asset Management Fondsmaeglerselskab A S4,636$839K0.0%+25.3%0.006%
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5/14/2025Hsbc Holdings PLC286,260$51.75M0.0%-23.3%0.379%
5/14/2025BNP PARIBAS ASSET MANAGEMENT Holding S.A.102,907$18.62M0.0%-3.6%0.136%
5/14/2025Quantbot Technologies LP64,446$11.66M0.4%+480.4%0.085%
5/14/2025Wellington Management Group LLP5,050,601$914.01M0.2%+19.7%6.686%
5/14/2025Korea Investment CORP47,208$8.54M0.0%-28.7%0.062%
5/13/2025Northern Trust Corp778,297$140.85M0.0%-1.9%1.030%
5/13/2025Versor Investments LP1,438$260K0.0%N/A0.002%
5/13/2025Northstar Asset Management Inc.39,466$7.14M2.1%+3.1%0.052%
5/13/2025Northwest & Ethical Investments L.P.115,754$20.95M0.6%+20.4%0.153%
5/13/2025Raymond James Financial Inc.102,789$18.60M0.0%-39.2%0.136%
(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, 666 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.67B), BlackRock Inc. ($1.28B), Wellington Management Group LLP ($914.01M), State Street Corp ($647.36M), Morgan Stanley ($468.92M), Geode Capital Management LLC ($399.35M), and Impax Asset Management Group plc ($363.16M).Learn more on IDEX's institutional investors.

What percentage of IDEX's stock is owned by institutional investors?

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

Which institutional investors have been buying IDEX's stock?

Of the 546 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: Bank Julius Baer & Co. Ltd Zurich ($3.86M), Wellington Management Group LLP ($3.69M), Norges Bank ($2.13M), Van ECK Associates Corp ($1.02M), Price T Rowe Associates Inc. MD ($833.21K), Alecta Tjanstepension Omsesidigt ($781.17K), and Millennium Management LLC ($604.50K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 15,821,800 shares in the last 24 months. This purchase volume represents approximately $3.20B in transactions.

Which of IDEX's major shareholders have been selling company stock?

Of the 278 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: Price T Rowe Associates Inc. MD ($1.70M), Amundi ($631.06K), JPMorgan Chase & Co. ($535.22K), Invesco Ltd. ($372.58K), Ceredex Value Advisors LLC ($303.35K), Baird Financial Group Inc. ($294.58K), and Franklin Resources Inc. ($196.27K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 8,598,131 shares in the last 24 months. This volume of shares sold represents approximately $1.71B in transactions.


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This page (NYSE:IEX) was last updated on 7/16/2025 by MarketBeat.com Staff
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