IDEX (IEX) Institutional Ownership

$212.38 +2.12 (+1.01%)

(As of 12/20/2024 05:16 PM ET)

Current Institutional Ownership Percentage: 97.96%
Number of Institutional Buyers (last 12 months): 303
Total Institutional Inflows (last 12 months): $2.17B

Number of Institutional Sellers (last 12 months): 218
Total Institutional Outflows (last 12 months): $941.52M

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IEX Institutional Buying and Selling by Quarter

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IDEX Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	95,836	$20.56M	0.0%	+3.0%	0.127%
12/6/2024	Retirement Systems of Alabama	16,552	$3.55M	0.0%	-0.9%	0.022%
12/3/2024	Oddo BHF Asset Management Sas	7,059	$1.51M	0.1%	N/A	0.009%
11/27/2024	Franklin Resources Inc.	203,412	$43.39M	0.0%	+1.0%	0.269%
11/25/2024	Tidal Investments LLC	5,428	$1.16M	0.0%	+9.3%	0.007%
11/25/2024	Sanctuary Advisors LLC	2,672	$621K	0.0%	-31.6%	0.004%
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11/18/2024	Teachers Retirement System of The State of Kentucky	5,655	$1.21M	0.0%	-6.0%	0.007%
11/18/2024	Toronto Dominion Bank	38,884	$8.34M	0.0%	+1.3%	0.051%
11/18/2024	Coldstream Capital Management Inc.	12,108	$2.60M	0.1%	+5.2%	0.016%
11/16/2024	Geode Capital Management LLC	1,891,175	$404.34M	0.0%	+1.3%	2.498%
11/15/2024	M&T Bank Corp	20,934	$4.49M	0.0%	+7.2%	0.028%
11/15/2024	Duff & Phelps Investment Management Co.	45,324	$9.72M	0.1%	-47.7%	0.060%
11/15/2024	Barclays PLC	1,177,645	$252.60M	0.1%	+1.2%	1.555%
11/15/2024	Public Employees Retirement System of Ohio	27,513	$5.90M	0.0%	-4.7%	0.036%
11/15/2024	Nomura Asset Management Co. Ltd.	21,958	$4.71M	0.0%	+9.9%	0.029%
11/15/2024	MML Investors Services LLC	3,379	$725K	0.0%	-2.8%	0.004%
11/15/2024	Orion Portfolio Solutions LLC	11,168	$2.40M	0.1%	-5.0%	0.015%
11/15/2024	DF Dent & Co. Inc.	148,005	$31.75M	0.4%	N/A	0.195%
11/15/2024	National Bank of Canada FI	39,483	$8.47M	0.0%	-54.0%	0.052%
11/15/2024	iA Global Asset Management Inc.	1,556	$334K	0.0%	-76.3%	0.002%
11/15/2024	Jane Street Group LLC	1,016	$218K	0.0%	-97.2%	0.001%
11/15/2024	Wellington Management Group LLP	2,830,929	$607.23M	0.1%	+108.4%	3.739%
11/15/2024	Worldquant Millennium Advisors LLC	62,756	$13.46M	0.1%	+844.4%	0.083%
11/15/2024	Wahed Invest LLC	1,838	$394K	0.1%	+10.4%	0.002%
11/15/2024	Two Sigma Advisers LP	413,300	$88.65M	0.2%	-5.7%	0.546%
11/15/2024	State Street Corp	3,017,976	$647.36M	0.0%	+0.5%	3.986%
11/15/2024	Stifel Financial Corp	4,999	$1.07M	0.0%	-1.3%	0.007%
11/15/2024	Quantinno Capital Management LP	3,596	$771K	0.0%	+34.0%	0.005%
11/15/2024	Royal London Asset Management Ltd.	32,584	$6.99M	0.0%	+2.6%	0.043%
11/15/2024	Polar Asset Management Partners Inc.	103,300	$22.16M	0.5%	N/A	0.136%
11/15/2024	Port Capital LLC	190,651	$40.90M	1.8%	+0.2%	0.252%
11/15/2024	Maren Capital LLC	294,752	$63.22M	5.2%	+0.6%	0.389%
11/15/2024	Millburn Ridgefield Corp	460	$99K	0.0%	+475.0%	0.001%
11/15/2024	Mission Creek Capital Partners Inc.	2,426	$520K	0.1%	-11.8%	0.003%
11/15/2024	NFJ Investment Group LLC	11,939	$2.56M	0.1%	-1.4%	0.016%
11/15/2024	Investment Management Corp of Ontario	2,511	$539K	0.0%	+46.8%	0.003%
11/15/2024	HighTower Advisors LLC	10,304	$2.21M	0.0%	-18.6%	0.014%
11/15/2024	Holocene Advisors LP	44,110	$9.46M	0.0%	+0.8%	0.058%
11/15/2024	Chevy Chase Trust Holdings LLC	40,588	$8.71M	0.0%	-2.0%	0.054%
11/15/2024	Benjamin Edwards Inc.	1,250	$268K	0.0%	N/A	0.002%
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11/15/2024	Atom Investors LP	48,196	$10.34M	1.1%	+5.3%	0.064%
11/15/2024	Bamco Inc. NY	276,961	$59.41M	0.2%	-12.0%	0.366%
11/15/2024	Paloma Partners Management Co	1,082	$232K	0.0%	N/A	0.001%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	12,629	$2.71M	0.0%	-12.8%	0.017%
11/14/2024	Fred Alger Management LLC	415	$89K	0.0%	N/A	0.001%
11/14/2024	Eventide Asset Management LLC	71,587	$15.36M	0.3%	+6.8%	0.095%
11/14/2024	Verition Fund Management LLC	18,191	$3.90M	0.0%	+39.3%	0.024%
11/14/2024	Captrust Financial Advisors	15,044	$3.23M	0.0%	-12.8%	0.020%
11/14/2024	Northwest & Ethical Investments L.P.	108,907	$23.36M	0.6%	-11.9%	0.144%
11/14/2024	Public Sector Pension Investment Board	3,304	$709K	0.0%	+13.8%	0.004%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	645,425	$138.44M	0.0%	-0.5%	0.852%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	56,718	$12.17M	0.0%	+12.0%	0.075%
11/14/2024	FORA Capital LLC	3,453	$741K	0.1%	-64.9%	0.005%
11/14/2024	MetLife Investment Management LLC	19,684	$4.22M	0.0%	-2.5%	0.026%
11/13/2024	Thematics Asset Management	92,654	$19.87M	0.8%	+17.8%	0.122%
11/13/2024	BNP Paribas Financial Markets	131,972	$28.31M	0.0%	+17.1%	0.174%
11/13/2024	Brooklyn Investment Group	400	$86K	0.0%	N/A	0.001%
11/13/2024	Quantbot Technologies LP	4,254	$912K	0.0%	-83.6%	0.006%
11/13/2024	FMR LLC	188,441	$40.42M	0.0%	-26.5%	0.249%
11/13/2024	The Manufacturers Life Insurance Company	45,364	$9.73M	0.0%	-0.4%	0.060%
11/13/2024	Bank of Montreal Can	102,364	$22.01M	0.0%	+16.0%	0.135%
11/13/2024	DRW Securities LLC	1,395	$299K	0.0%	N/A	0.002%
11/13/2024	Independent Advisor Alliance	16,776	$3.60M	0.1%	-12.5%	0.022%
11/13/2024	Fisher Asset Management LLC	659,006	$141.36M	0.1%	+7.6%	0.870%
11/13/2024	Daiwa Securities Group Inc.	11,432	$2.45M	0.0%	-9.9%	0.015%
11/12/2024	Westfield Capital Management Co. LP	356,158	$76.40M	0.3%	-8.9%	0.470%
11/12/2024	Larson Financial Group LLC	805	$173K	0.0%	N/A	0.001%
11/12/2024	Cerity Partners LLC	20,632	$4.43M	0.0%	+48.3%	0.027%
11/12/2024	Champlain Investment Partners LLC	1,223,676	$262.48M	1.6%	+28.8%	1.616%
11/12/2024	Studio Investment Management LLC	955	$205K	0.0%	+4.9%	0.001%
11/12/2024	Citigroup Inc.	90,923	$19.50M	0.0%	+24.1%	0.120%
11/12/2024	Raymond James Trust N.A.	2,025	$434K	0.0%	+27.0%	0.003%
11/12/2024	Eagle Asset Management Inc.	54,448	$12.44M	0.1%	+45.7%	0.072%
11/12/2024	Charles Schwab Investment Management Inc.	630,443	$135.23M	0.0%	+0.7%	0.833%
11/12/2024	Massachusetts Financial Services Co. MA	7,590	$1.63M	0.0%	-70.0%	0.010%
11/9/2024	Primecap Management Co. CA	294,495	$63.17M	0.0%	-3.1%	0.389%
11/9/2024	Intech Investment Management LLC	13,713	$2.94M	0.0%	-33.0%	0.018%
11/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	250,443	$53.72M	0.1%	+7.1%	0.331%
11/8/2024	King Luther Capital Management Corp	742,724	$159.31M	0.7%	+16.2%	0.981%
11/8/2024	Grandfield & Dodd LLC	982	$211K	0.0%	N/A	0.001%
11/8/2024	Nuance Investments LLC	138,893	$29.79M	1.0%	-3.1%	0.183%
11/8/2024	Ontario Teachers Pension Plan Board	2,765	$593K	0.0%	+92.1%	0.004%
11/8/2024	First Horizon Advisors Inc.	658	$141K	0.0%	-9.6%	0.001%
11/8/2024	Commerce Bank	3,455	$741K	0.0%	-59.5%	0.005%
11/8/2024	Prospera Private Wealth LLC	7,571	$1.62M	0.3%	N/A	0.010%
11/8/2024	Premier Fund Managers Ltd	300,000	$64.48M	2.3%	+36.4%	0.396%
11/8/2024	Avior Wealth Management LLC	2,463	$528K	0.0%	+3.1%	0.003%
11/8/2024	PNC Financial Services Group Inc.	21,677	$4.65M	0.0%	-1.1%	0.029%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	5,900	$1.27M	0.0%	N/A	0.008%
11/7/2024	Pathstone Holdings LLC	8,577	$1.84M	0.0%	-3.7%	0.011%
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11/7/2024	Quest Partners LLC	3,896	$836K	0.1%	-78.1%	0.005%
11/7/2024	Swiss National Bank	224,600	$48.18M	0.0%	+0.3%	0.297%
11/7/2024	Thrivent Financial for Lutherans	19,888	$4.27M	0.0%	-77.7%	0.026%
11/6/2024	Mutual of America Capital Management LLC	9,325	$2M	0.0%	-2.3%	0.012%
11/6/2024	Natixis Advisors LLC	37,035	$7.94M	0.0%	+42.5%	0.049%
11/6/2024	Kentucky Retirement Systems Insurance Trust Fund	2,241	$481K	0.0%	-8.2%	0.003%
11/6/2024	Kentucky Retirement Systems	5,274	$1.13M	0.0%	-7.5%	0.007%
11/6/2024	Empowered Funds LLC	1,295	$278K	0.0%	+6.0%	0.002%
11/6/2024	Empirical Finance LLC	2,486	$533K	0.0%	+2.5%	0.003%
11/6/2024	CIBC Asset Management Inc	24,054	$5.16M	0.0%	+1.9%	0.032%

(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 503 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 20,899,229 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 369 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), Congress Asset Management Co. MA ($611.74K), Wellington Management Group LLP ($519.20K), and Schroder Investment Management Group ($447.84K).
How much institutional selling is happening at IDEX?: Institutional investors have sold a total of 12,100,981 shares in the last 24 months. This volume of shares sold represents approximately $2.66B in transactions.

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This page (NYSE:IEX) was last updated on 12/21/2024 by MarketBeat.com Staff

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IDEX (IEX) Institutional Ownership

IEX Institutional Buying and Selling by Quarter

IDEX Major Shareholders & Ownership History

IEX Institutional Ownership - Frequently Asked Questions

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IDEX (IEX) Institutional Ownership

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

IEX Institutional Buying and Selling by Quarter

IDEX Major Shareholders & Ownership History

IEX Institutional Ownership - Frequently Asked Questions

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