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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,734,272 | $1.3B | 8.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,844,404 | $1.1B | 7.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,734,233 | $847M | 5.7% | 2026-Q2 |
| STATE STREET CORP added | 3,317,393 | $753M | 5.1% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 3,300,072 | $749M | 5.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,819,465 | $640M | 4.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,369,834 | $538M | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,097,826 | $474M | 3.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,842,144 | $419M | 2.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,526,370 | $346M | 2.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,500,523 | $341M | 2.3% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 1,258,476 | $286M | 1.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,139,217 | $259M | 1.7% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 1,042,703 | $237M | 1.6% | 2026-Q2 |
| Impax Asset Management Group plc added | 962,000 | $218M | 1.5% | 2026-Q2 |
| NORGES BANK trimmed | 916,538 | $208M | 1.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 905,936 | $206M | 1.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 849,649 | $193M | 1.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 846,581 | $192M | 1.3% | 2026-Q2 |
| UBS Group AG added | 825,098 | $187M | 1.3% | 2026-Q2 |
| Fenimore Asset Management Inc added | 799,639 | $181M | 1.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 767,472 | $174M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 763,615 | $173M | 1.2% | 2026-Q2 |
| Fisher Asset Management, LLC added | 748,815 | $170M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 717,081 | $163M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 706,368 | $160M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 683,662 | $155M | 1.0% | 2026-Q2 |
| FLOSSBACH VON STORCH SE trimmed | 646,867 | $147M | 1.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 604,718 | $137M | 0.9% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 513,564 | $117M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 491,153 | $111M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 491,135 | $111M | 0.8% | 2026-Q2 |
| Freestone Grove Partners LP added | 451,742 | $103M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 450,855 | $103M | 0.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 444,906 | $101M | 0.7% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 440,952 | $100M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 426,901 | $97M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 415,505 | $94M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 411,838 | $93M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 403,063 | $91M | 0.6% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 393,913 | $89M | 0.6% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 390,195 | $89M | 0.6% | 2026-Q2 |
| Alecta Tjanstepension Omsesidigt trimmed | 379,500 | $86M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 372,728 | $85M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 355,083 | $81M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 350,026 | $79M | 0.5% | 2026-Q2 |
| Robeco Schweiz AG trimmed | 322,045 | $73M | 0.5% | 2026-Q2 |
| Findlay Park Partners LLP trimmed | 321,299 | $73M | 0.5% | 2026-Q2 |
| FMR LLC added | 320,087 | $73M | 0.5% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 303,107 | $69M | 0.5% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 291,627 | $66M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 280,910 | $64M | 0.4% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 269,150 | $61M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 257,285 | $58M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 255,458 | $58M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 252,459 | $57M | 0.4% | 2026-Q2 |
| WEITZ INVESTMENT MANAGEMENT, INC. trimmed | 252,400 | $57M | 0.4% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 250,896 | $57M | 0.4% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 236,473 | $54M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 218,216 | $50M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 215,588 | $49M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 214,115 | $49M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH | 209,808 | $40M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 209,400 | $48M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 207,428 | $47M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 185,325 | $42M | 0.3% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 182,465 | $41M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 180,921 | $41M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 180,901 | $41M | 0.3% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 178,720 | $41M | 0.3% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 178,539 | $41M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC | 176,100 | $40M | 0.3% | 2026-Q2 |
| FIL Ltd trimmed | 169,646 | $39M | 0.3% | 2026-Q2 |
| ASR Vermogensbeheer N.V. trimmed | 166,050 | $38M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 163,617 | $37M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 161,768 | $37M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 159,227 | $36M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 159,047 | $36M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 157,759 | $36M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 157,184 | $36M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 155,722 | $35M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 155,681 | $35M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 152,563 | $35M | 0.2% | 2026-Q2 |
| MIROVA trimmed | 151,873 | $34M | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. added | 150,747 | $34M | 0.2% | 2026-Q2 |
| Erste Asset Management GmbH added | 150,090 | $34M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 140,510 | $32M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 136,308 | $31M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 133,040 | $30M | 0.2% | 2026-Q2 |
| NICHOLAS COMPANY, INC. added | 132,653 | $30M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 128,286 | $29M | 0.2% | 2026-Q2 |
| CONGRUENCE CAPITAL, LLC added | 121,261 | $28M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 120,940 | $27M | 0.2% | 2026-Q2 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed | 114,167 | $26M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 109,791 | $25M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 109,714 | $25M | 0.2% | 2026-Q2 |
| Port Capital LLC trimmed | 108,202 | $25M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 106,358 | $24M | 0.2% | 2026-Q2 |
| Sone Capital Management, LLC trimmed | 106,321 | $24M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 105,087 | $24M | 0.2% | 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.
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.