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Institutional Ownership · SEC Form 13F

Who owns IDEX (IEX)


Which tracked institutional funds hold IEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEX company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

641
Institutional holders
72M
Shares held (tracked funds)

How the tape is positioned

275 tracked funds added or opened IEX while 111 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

IEX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IEX more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 641 tracked filers holding IEX, 321 increased or opened the position and 320 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in IEX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 32

  • Evelyn Partners Group Ltd$57M
  • Jupiter Topco LLC$32M
  • ADAMS DIVERSIFIED EQUITY FUND, INC.$23M
  • Aureus Asset Management, LLC$20M
  • Shellback Capital, LP$20M
  • PICTON MAHONEY ASSET MANAGEMENT$15M

Full exits 67

  • Amundi$231M
  • VAN ECK ASSOCIATES CORP$178M
  • STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$62M
  • Thrivent Financial for Lutherans$56M
  • Evelyn Partners Investment Management LLP$39M
  • Regents Gate Capital LLP$25M

Largest adds

  • BlackRock, Inc.$431M
  • VANGUARD CAPITAL MANAGEMENT LLC$179M
  • Pictet Asset Management Holding SA$162M
  • MILLENNIUM MANAGEMENT LLC$160M
  • STATE STREET CORP$145M
  • Alyeska Investment Group, L.P.$139M

Largest trims

  • JANE STREET GROUP, LLC$127M
  • BANK OF AMERICA CORP /DE/$127M
  • Champlain Investment Partners, LLC$81M
  • WELLINGTON MANAGEMENT GROUP LLP$70M
  • Interval Partners, LP$34M
  • Alecta Tjanstepension Omsesidigt$24M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added5,734,272$1.3B8.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed4,844,404$1.1B7.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed3,734,233$847M5.7%2026-Q2
STATE STREET CORP added3,317,393$753M5.1%2026-Q2
PRIMECAP MANAGEMENT CO/CA/ trimmed3,300,072$749M5.0%2026-Q2
MORGAN STANLEY trimmed2,819,465$640M4.3%2026-Q2
MILLENNIUM MANAGEMENT LLC added2,369,834$538M3.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,097,826$474M3.2%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB trimmed1,842,144$419M2.8%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added1,526,370$346M2.3%2026-Q2
Invesco Ltd. trimmed1,500,523$341M2.3%2026-Q2
Pictet Asset Management Holding SA added1,258,476$286M1.9%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed1,139,217$259M1.7%2026-Q2
Alyeska Investment Group, L.P. added1,042,703$237M1.6%2026-Q2
Impax Asset Management Group plc added962,000$218M1.5%2026-Q2
NORGES BANK trimmed916,538$208M1.4%2026-Q2
Point72 Asset Management, L.P. added905,936$206M1.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP added849,649$193M1.3%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added846,581$192M1.3%2026-Q2
UBS Group AG added825,098$187M1.3%2026-Q2
Fenimore Asset Management Inc added799,639$181M1.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added767,472$174M1.2%2026-Q2
NORTHERN TRUST CORP added763,615$173M1.2%2026-Q2
Fisher Asset Management, LLC added748,815$170M1.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added717,081$163M1.1%2026-Q2
CITADEL ADVISORS LLC trimmed706,368$160M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed683,662$155M1.0%2026-Q2
FLOSSBACH VON STORCH SE trimmed646,867$147M1.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added604,718$137M0.9%2026-Q2
WESTFIELD CAPITAL MANAGEMENT CO LP added513,564$117M0.8%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed491,153$111M0.8%2026-Q2
FIRST TRUST ADVISORS LP trimmed491,135$111M0.8%2026-Q2
Freestone Grove Partners LP added451,742$103M0.7%2026-Q2
JPMORGAN CHASE & CO trimmed450,855$103M0.7%2026-Q2
Legal & General Group Plc trimmed444,906$101M0.7%2026-Q2
SNYDER CAPITAL MANAGEMENT L P trimmed440,952$100M0.7%2026-Q2
DEUTSCHE BANK AG\ trimmed426,901$97M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed415,505$94M0.6%2026-Q2
JANE STREET GROUP, LLC trimmed411,838$93M0.6%2026-Q2
HSBC HOLDINGS PLC added403,063$91M0.6%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. added393,913$89M0.6%2026-Q2
Boston Trust Walden Corp trimmed390,195$89M0.6%2026-Q2
Alecta Tjanstepension Omsesidigt trimmed379,500$86M0.6%2026-Q2
GOLDMAN SACHS GROUP INC added372,728$85M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed355,083$81M0.5%2026-Q2
Bank of New York Mellon Corp trimmed350,026$79M0.5%2026-Q2
Robeco Schweiz AG trimmed322,045$73M0.5%2026-Q2
Findlay Park Partners LLP trimmed321,299$73M0.5%2026-Q2
FMR LLC added320,087$73M0.5%2026-Q2
DEPRINCE RACE & ZOLLO INC trimmed303,107$69M0.5%2026-Q2
Schonfeld Strategic Advisors LLC trimmed291,627$66M0.4%2026-Q2
BARCLAYS PLC trimmed280,910$64M0.4%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP added269,150$61M0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added257,285$58M0.4%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed255,458$58M0.4%2026-Q2
Qube Research & Technologies Ltd trimmed252,459$57M0.4%2026-Q2
WEITZ INVESTMENT MANAGEMENT, INC. trimmed252,400$57M0.4%2026-Q2
Evelyn Partners Group Ltd new250,896$57M0.4%2026-Q2
JOHNSON INVESTMENT COUNSEL INC trimmed236,473$54M0.4%2026-Q2
Nuveen, LLC trimmed218,216$50M0.3%2026-Q2
Corient Private Wealth LP trimmed215,588$49M0.3%2026-Q2
Quantinno Capital Management LP added214,115$49M0.3%2026-Q2
Allianz Asset Management GmbH209,808$40M0.3%2026-Q2
Swiss National Bank trimmed209,400$48M0.3%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added207,428$47M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added185,325$42M0.3%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) added182,465$41M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added180,921$41M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added180,901$41M0.3%2026-Q2
Ensign Peak Advisors, Inc trimmed178,720$41M0.3%2026-Q2
Champlain Investment Partners, LLC trimmed178,539$41M0.3%2026-Q2
GABELLI FUNDS LLC176,100$40M0.3%2026-Q2
FIL Ltd trimmed169,646$39M0.3%2026-Q2
ASR Vermogensbeheer N.V. trimmed166,050$38M0.3%2026-Q2
RHUMBLINE ADVISERS added163,617$37M0.2%2026-Q2
CIBC Bancorp USA Inc. trimmed161,768$37M0.2%2026-Q2
Vanguard Global Advisers, LLC trimmed159,227$36M0.2%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed159,047$36M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added157,759$36M0.2%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed157,184$36M0.2%2026-Q2
GAMCO INVESTORS, INC. ET AL trimmed155,722$35M0.2%2026-Q2
BROWN ADVISORY INC trimmed155,681$35M0.2%2026-Q2
California Public Employees Retirement System trimmed152,563$35M0.2%2026-Q2
MIROVA trimmed151,873$34M0.2%2026-Q2
Longaeva Partners L.P. added150,747$34M0.2%2026-Q2
Erste Asset Management GmbH added150,090$34M0.2%2026-Q2
Jupiter Topco LLC new140,510$32M0.2%2026-Q2
Russell Investments Group, Ltd. trimmed136,308$31M0.2%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added133,040$30M0.2%2026-Q2
NICHOLAS COMPANY, INC. added132,653$30M0.2%2026-Q2
Caisse de depot et placement du Quebec added128,286$29M0.2%2026-Q2
CONGRUENCE CAPITAL, LLC added121,261$28M0.2%2026-Q2
SEGALL BRYANT & HAMILL, LLC added120,940$27M0.2%2026-Q2
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed114,167$26M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed109,791$25M0.2%2026-Q2
ROYAL BANK OF CANADA added109,714$25M0.2%2026-Q2
Port Capital LLC trimmed108,202$25M0.2%2026-Q2
CITIGROUP INC added106,358$24M0.2%2026-Q2
Sone Capital Management, LLC trimmed106,321$24M0.2%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added105,087$24M0.2%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership