IDEX CORP IEX
$223.82
-0.5% 52w: $157.46 – $228.07
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data157.46192.77228.07
Aug 18, 2025 Jul 2, 2026
Institutional holders
678
+47 QoQ
13F value
$14.18B
+2.7% QoQ
Smart-money holders
36
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
1.2×
$13.9M calls / $12.1M puts
Institutional value by quarter
Number of holders
Who owns IEX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 5.7M | $1.08B | 0.0% | -0.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 4.9M | $920.2M | — | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 3.8M | $714.4M | — | — |
| PRIMECAP MANAGEMENT CO/CA/ ★2 | Long only active | 3.3M | $626.1M | — | +2.4% |
| STATE STREET CORP | Index provider | 3.2M | $607.6M | 0.0% | +1.0% |
| MORGAN STANLEY | Bank broker | 3.1M | $587.4M | 0.0% | -5.1% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 2.1M | $394.9M | — | +2.7% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 2.0M | $378.3M | 0.3% | +87.6% |
| NORDEA INVESTMENT MANAGEMENT AB | Other | 1.9M | $349.0M | — | -16.9% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.7M | $329.5M | 0.1% | -69.5% |
| Invesco Ltd. | Index provider | 1.6M | $308.3M | 0.0% | -3.9% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 1.5M | $286.6M | 0.2% | +6890.0% |
| Amundi | Diversified mechanical | 1.2M | $231.2M | 0.1% | -18.0% |
| JANE STREET GROUP, LLC | Market maker | 1.2M | $220.9M | 0.2% | +47163.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.1M | $207.4M | 0.0% | +215.0% |
| Impax Asset Management Group plc | Other | 947.9K | $179.7M | — | -44.5% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 936.8K | $177.6M | — | -52.6% |
| Point72 Asset Management, L.P. | Multistrat pod | 830.9K | $157.5M | 0.3% | +428.8% |
| Balyasny Asset Management L.P. | Multistrat pod | 816.1K | $154.7M | 0.3% | +13.3% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 815.5K | $154.6M | — | +4.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 808.7K | $153.3M | 0.1% | +45.7% |
| Fenimore Asset Management Inc ★2 | Fundamental diversified | 798.1K | $151.3M | 3.4% | -2.6% |
| NORTHERN TRUST CORP | Index provider | 755.9K | $143.3M | 0.0% | +1.0% |
| FLOSSBACH VON STORCH SE ★2 | Fundamental diversified | 740.3K | $140.3M | — | -7.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 723.6K | $137.2M | 0.0% | +2.3% |
| Fisher Asset Management, LLC | Long only active | 708.2K | $134.2M | 0.0% | +8.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 699.8K | $132.6M | 0.1% | +51.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 685.9K | $130.0M | — | +2.8% |
| FIRST TRUST ADVISORS LP | Index provider | 672.8K | $127.5M | 0.1% | -23.3% |
| Pictet Asset Management Holding SA | Diversified mechanical | 651.9K | $123.6M | — | +58.6% |
| UBS Group AG | Bank broker | 641.7K | $121.6M | 0.0% | -28.3% |
| Champlain Investment Partners, LLC | Other | 640.3K | $121.4M | — | -22.9% |
| Alecta Tjanstepension Omsesidigt ★3 | Fundamental concentrated | 579.0K | $109.7M | — | -16.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 557.4K | $105.6M | — | +6.6% |
| Alyeska Investment Group, L.P. | Quant stat arb | 517.7K | $98.1M | — | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 497.7K | $94.3M | 0.1% | +93.6% |
| Legal & General Group Plc | Diversified mechanical | 471.0K | $89.3M | 0.0% | -2.6% |
| SNYDER CAPITAL MANAGEMENT L P ★2 | Fundamental diversified | 453.3K | $85.9M | — | -4.6% |
| Boston Trust Walden Corp | Other | 452.7K | $85.8M | 0.7% | -2.2% |
| JPMORGAN CHASE & CO | Bank broker | 463.5K | $85.1M | 0.0% | +33.1% |
| DEUTSCHE BANK AG\ | Bank broker | 431.9K | $81.9M | 0.0% | -11.8% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Other | 426.0K | $80.8M | — | +6.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 421.3K | $79.9M | — | — |
| Schonfeld Strategic Advisors LLC | Multistrat pod | 415.6K | $78.8M | 0.6% | +40.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 406.5K | $77.0M | 0.0% | -16.7% |
| Robeco Schweiz AG | Other | 379.1K | $71.9M | — | -8.1% |
| DEPRINCE RACE & ZOLLO INC | Other | 349.5K | $66.2M | — | -2.7% |
| BARCLAYS PLC | Bank broker | 345.4K | $65.5M | 0.0% | +28.3% |
| Findlay Park Partners LLP | Other | 332.0K | $62.9M | — | -10.4% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Insurance | 326.3K | $61.9M | — | -2.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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