IDEX CORP (IEX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
640
Reporting holders
$16.9B
Reported value
100.5%
Of shares outstanding
0.5%
Held as options
+13
Holder change
Institutions report 74,103,870 shares against 73,719,896 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 5,734,272 | 0.02% | 8q | +1.0%+$13.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 4,844,404 | 0.02% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $847.5M | 3,734,233 | 0.04% | 2q | -0.9%-$7.8M |
| STATE STREET CORP | $752.9M | 3,317,393 | 0.02% | 31q | +3.5%+$25.4M |
| PRIMECAP MANAGEMENT CO/CA/ | $749.0M | 3,300,072 | 0.44% | 31q | HELD |
| MORGAN STANLEY | $639.9M | 2,819,465 | 0.03% | 35q | -9.0%-$63.5M |
| MILLENNIUM MANAGEMENT LLC | $554.9M | 2,369,834 | 0.20% | 31q | +18.7%+$87.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $474.3M | 2,097,826 | 0.03% | 31q | HELD |
| NORDEA INVESTMENT MANAGEMENT AB | $419.0M | 1,842,144 | 0.34% | 31q | -1.7%-$7.1M |
| VICTORY CAPITAL MANAGEMENT INC | $346.4M | 1,526,370 | 0.19% | 31q | +0.9%+$3.3M |
| Invesco Ltd. | $340.5M | 1,500,523 | 0.03% | 31q | -7.7%-$28.6M |
| Amundi | $331.0M | 1,458,979 | 0.08% | 21q | +19.6%+$54.4M |
| Pictet Asset Management Holding SA | $285.6M | 1,258,476 | 0.27% | 12q | +93.0%+$137.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $258.5M | 1,139,217 | 0.04% | 31q | -34.5%-$136.0M |
| Alyeska Investment Group, L.P. | $236.6M | 1,042,703 | 0.61% | 2q | +101.4%+$119.2M |
| Impax Asset Management Group plc | $218.3M | 962,000 | 1.42% | 31q | +1.5%+$3.2M |
| NORGES BANK | $208.0M | 916,538 | 0.02% | 32q | HELD |
| Point72 Asset Management, L.P. | $205.6M | 905,936 | 0.23% | 4q | +9.0%+$17.0M |
| DIMENSIONAL FUND ADVISORS LP | $192.8M | 849,649 | 0.03% | 31q | +4.2%+$7.7M |
| Balyasny Asset Management L.P. | $192.1M | 846,581 | 0.24% | 4q | +3.7%+$6.9M |
| UBS Group AG | $190.1M | 825,098 | 0.02% | 31q | +28.6%+$42.2M |
| Fenimore Asset Management Inc | $181.5M | 799,639 | 3.76% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $174.2M | 767,472 | 0.03% | 31q | +6.1%+$10.0M |
| NORTHERN TRUST CORP | $173.3M | 763,615 | 0.02% | 31q | +1.0%+$1.8M |
| CITADEL ADVISORS LLC | $170.1M | 706,368 | 0.02% | 31q | -12.6%-$24.6M |
| Fisher Asset Management, LLC | $169.9M | 748,815 | 0.05% | 16q | +5.7%+$9.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $162.7M | 717,081 | 0.07% | 7q | +2.5%+$3.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $155.2M | 683,662 | 0.02% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $155.2M | 683,662 | 0.02% | new | NEW |
| FLOSSBACH VON STORCH SE | $146.8M | 646,867 | 0.66% | 6q | -12.6%-$21.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $137.2M | 604,718 | 0.16% | 9q | +8.5%+$10.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $116.6M | 513,564 | 0.38% | 26q | +20.5%+$19.9M |
| TWO SIGMA INVESTMENTS, LP | $111.5M | 491,153 | 0.08% | 14q | -1.3%-$1.5M |
| FIRST TRUST ADVISORS LP | $111.5M | 491,135 | 0.07% | 31q | -27.0%-$41.2M |
| JPMORGAN CHASE & CO | $107.6M | 450,855 | 0.01% | 31q | -2.7%-$3.0M |
| Freestone Grove Partners LP | $102.5M | 451,742 | 0.66% | 2q | +107.9%+$53.2M |
| Legal & General Group Plc | $101.0M | 444,906 | 0.02% | 31q | -5.5%-$5.9M |
| SNYDER CAPITAL MANAGEMENT L P | $100.1M | 440,952 | 1.73% | 31q | -2.7%-$2.8M |
| JANE STREET GROUP, LLC | $98.4M | 411,838 | 0.01% | 3q | -64.7%-$180.1M |
| Corient Private Wealth LP | $97.9M | 431,177 | 0.06% | 15q | +83.2%+$44.5M |
| DEUTSCHE BANK AG\ | $96.9M | 426,901 | 0.03% | 34q | -1.2%-$1.1M |
| VANGUARD FIDUCIARY TRUST CO | $94.3M | 415,505 | 0.02% | 2q | -1.4%-$1.3M |
| HSBC HOLDINGS PLC | $91.5M | 403,063 | 0.04% | 31q | +35.6%+$24.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $89.4M | 393,913 | 0.13% | 6q | +489.8%+$74.2M |
| Boston Trust Walden Corp | $88.6M | 390,195 | 0.67% | 16q | -13.8%-$14.2M |
| Alecta Tjanstepension Omsesidigt | $86.1M | 379,500 | 0.36% | 12q | -34.5%-$45.2M |
| GOLDMAN SACHS GROUP INC | $84.6M | 372,728 | 0.01% | 31q | +18.1%+$13.0M |
| BANK OF AMERICA CORP /DE/ | $80.6M | 355,083 | 0.01% | 31q | -67.5%-$167.7M |
| Bank of New York Mellon Corp | $79.4M | 350,026 | 0.01% | 31q | -13.9%-$12.8M |
| Robeco Schweiz AG | $73.1M | 322,045 | 1.17% | 31q | -15.0%-$12.9M |
| Findlay Park Partners LLP | $72.9M | 321,299 | 0.98% | 8q | -3.2%-$2.4M |
| FMR LLC | $72.6M | 320,087 | 0.00% | 31q | +68.9%+$29.6M |
| DEPRINCE RACE & ZOLLO INC | $68.8M | 303,107 | 1.15% | 7q | -13.3%-$10.5M |
| Schonfeld Strategic Advisors LLC | $66.2M | 291,627 | 0.24% | 13q | -29.8%-$28.1M |
| BARCLAYS PLC | $63.8M | 280,910 | 0.01% | 31q | -18.7%-$14.6M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $61.1M | 269,150 | 0.25% | 26q | +56.6%+$22.1M |
| AQR CAPITAL MANAGEMENT LLC | $58.2M | 257,285 | 0.02% | 31q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $57.7M | 255,458 | 0.04% | 31q | -7.6%-$4.7M |
| Qube Research & Technologies Ltd | $57.3M | 252,459 | 0.05% | 13q | -0.9%-$549.2K |
| WEITZ INVESTMENT MANAGEMENT, INC. | $57.3M | 252,400 | 3.97% | 26q | -4.5%-$2.7M |
| Evelyn Partners Group Ltd | $56.9M | 250,896 | 0.12% | new | FIRST |
| JOHNSON INVESTMENT COUNSEL INC | $53.7M | 236,473 | 0.39% | 30q | -3.0%-$1.6M |
| Nuveen, LLC | $49.5M | 218,216 | 0.01% | 6q | -1.3%-$640.9K |
| Quantinno Capital Management LP | $48.6M | 214,115 | 0.06% | 19q | +87.0%+$22.6M |
| Swiss National Bank | $47.5M | 209,400 | 0.02% | 31q | -4.6%-$2.3M |
| RENAISSANCE TECHNOLOGIES LLC | $42.1M | 185,325 | 0.06% | 2q | +119.3%+$22.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $41.4M | 182,465 | 0.08% | 31q | +41.3%+$12.1M |
| BNP PARIBAS FINANCIAL MARKETS | $41.1M | 180,921 | 0.01% | 31q | +36.4%+$11.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $41.1M | 180,901 | 0.02% | 31q | +8.5%+$3.2M |
| Ensign Peak Advisors, Inc | $40.6M | 178,720 | 0.07% | 27q | -55.5%-$50.5M |
| Champlain Investment Partners, LLC | $40.5M | 178,539 | 1.04% | 31q | -72.1%-$104.8M |
| GABELLI FUNDS LLC | $40.0M | 176,100 | 0.26% | 31q | HELD |
| Allianz Asset Management GmbH | $39.8M | 209,808 | 0.04% | 40q | HELD |
| FIL Ltd | $38.5M | 169,646 | 0.03% | 27q | HELD |
| ASR Vermogensbeheer N.V. | $37.7M | 166,050 | 0.39% | 6q | -3.3%-$1.3M |
| RHUMBLINE ADVISERS | $37.1M | 163,617 | 0.03% | 31q | HELD |
| CIBC Bancorp USA Inc. | $36.7M | 161,768 | 0.04% | 3q | -5.3%-$2.1M |
| Vanguard Global Advisers, LLC | $36.1M | 159,227 | 0.02% | 2q | -2.6%-$958.2K |
| Sumitomo Mitsui Trust Group, Inc. | $36.1M | 159,047 | 0.02% | 31q | -0.6%-$215.6K |
| PRINCIPAL FINANCIAL GROUP INC | $35.8M | 157,759 | 0.02% | 31q | +78.6%+$15.8M |
| AMERICAN CENTURY COMPANIES INC | $35.7M | 157,184 | 0.02% | 3q | -9.9%-$3.9M |
| SCOPUS ASSET MANAGEMENT, L.P. | $35.5M | 36,622 | 0.50% | 2q | -8.4%-$3.3M |
| GAMCO INVESTORS, INC. ET AL | $35.3M | 155,722 | 0.32% | 31q | -0.6%-$227.4K |
| BROWN ADVISORY INC | $35.3M | 155,681 | 0.05% | 31q | -9.1%-$3.6M |
| California Public Employees Retirement System | $34.6M | 152,563 | 0.02% | 31q | -1.3%-$446.0K |
| MIROVA | $34.5M | 151,873 | 1.27% | 23q | -5.5%-$2.0M |
| Longaeva Partners L.P. | $34.2M | 150,747 | 0.75% | 2q | +106.6%+$17.7M |
| Erste Asset Management GmbH | $33.9M | 150,090 | 0.26% | new | NEW |
| Jupiter Topco LLC | $31.9M | 140,510 | 0.01% | new | FIRST |
| Russell Investments Group, Ltd. | $30.9M | 136,308 | 0.03% | 31q | -11.2%-$3.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $30.2M | 133,040 | 0.02% | 2q | +8.5%+$2.4M |
| NICHOLAS COMPANY, INC. | $30.1M | 132,653 | 0.55% | 32q | HELD |
| Caisse de depot et placement du Quebec | $29.1M | 128,286 | 0.04% | 2q | +11293.1%+$28.9M |
| CONGRUENCE CAPITAL, LLC | $27.5M | 121,261 | 7.19% | 3q | +57.0%+$10.0M |
| SEGALL BRYANT & HAMILL, LLC | $27.4M | 120,940 | 0.33% | new | NEW |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $25.9M | 114,167 | 4.08% | 31q | -3.2%-$869.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $24.9M | 109,791 | 0.04% | 7q | -24.0%-$7.9M |
| ROYAL BANK OF CANADA | $24.9M | 109,714 | 0.00% | 31q | +22.4%+$4.6M |
| Port Capital LLC | $24.6M | 108,202 | 1.00% | 31q | -2.3%-$573.3K |
| CITIGROUP INC | $24.1M | 106,358 | 0.01% | 31q | +22.9%+$4.5M |
Showing the largest 100 of 689 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 640 | $16.9B | 74,103,870 | 83 | 229 | 175 | 0.5% |
| Q1 2026 | 627 | $13.8B | 72,873,671 | 96 | 206 | 185 | 0.2% |
| Q4 2025 | 579 | $13.3B | 74,518,290 | 70 | 177 | 199 | 0.2% |
| Q3 2025 | 579 | $11.7B | 72,113,128 | 74 | 179 | 211 | 0.1% |
| Q2 2025 | 582 | $12.4B | 70,311,791 | 66 | 227 | 188 | 0.1% |
| Q1 2025 | 580 | $12.4B | 68,415,618 | 72 | 183 | 193 | 0.0% |
| Q4 2024 | 570 | $13.9B | 66,279,797 | 49 | 173 | 182 | 0.1% |
| Q3 2024 | 553 | $14.1B | 65,756,103 | 61 | 186 | 185 | 0.1% |
| Q2 2024 | 563 | $13.1B | 64,870,152 | 60 | 211 | 160 | 0.1% |
| Q1 2024 | 551 | $16.2B | 66,521,010 | 44 | 176 | 186 | 0.0% |
| Q4 2023 | 541 | $14.3B | 65,997,617 | 50 | 165 | 201 | 0.0% |
| Q3 2023 | 538 | $13.2B | 63,312,610 | 40 | 170 | 201 | 0.0% |
| Q2 2023 | 541 | $14.0B | 65,177,045 | 61 | 173 | 186 | 0.0% |
| Q1 2023 | 516 | $15.2B | 65,927,308 | 44 | 132 | 200 | 0.1% |
| Q4 2022 | 468 | $13.7B | 60,078,381 | 71 | 162 | 128 | 0.1% |
| Q3 2022 | 553 | $14.8B | 74,124,529 | 44 | 194 | 174 | 0.1% |
| Q2 2022 | 563 | $13.3B | 72,799,397 | 49 | 176 | 200 | 0.3% |
| Q1 2022 | 574 | $14.4B | 74,729,923 | 51 | 222 | 172 | 0.1% |
| Q4 2021 | 588 | $17.7B | 75,029,202 | 52 | 201 | 163 | 0.5% |
| Q3 2021 | 543 | $15.4B | 74,224,215 | 39 | 165 | 179 | 0.1% |
| Q2 2021 | 544 | $16.6B | 75,418,820 | 41 | 185 | 177 | 0.1% |
| Q1 2021 | 540 | $15.6B | 74,544,650 | 45 | 196 | 169 | 0.2% |
| Q4 2020 | 548 | $15.2B | 74,107,279 | 63 | 175 | 170 | 0.2% |
| Q3 2020 | 497 | $13.5B | 73,741,049 | 40 | 143 | 170 | 0.2% |
| Q2 2020 | 500 | $11.9B | 74,976,756 | 60 | 148 | 185 | 0.2% |
| Q1 2020 | 491 | $10.1B | 73,299,835 | 72 | 159 | 150 | 0.1% |
| Q4 2019 | 476 | $13.0B | 75,699,202 | 41 | 146 | 165 | 0.1% |
| Q3 2019 | 459 | $12.5B | 75,857,580 | 70 | 143 | 159 | 0.2% |
| Q2 2019 | 430 | $12.7B | 73,391,801 | 44 | 125 | 144 | 0.4% |
| Q1 2019 | 427 | $11.1B | 72,666,693 | 53 | 123 | 142 | 0.2% |
| Q4 2018 | 423 | $9.2B | 72,772,894 | 8 | 7 | 11 | 0.2% |