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Institutional Ownership · SEC Form 13F

Who owns IEX (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

670
Institutional holders
74,662,674
Shares held (tracked funds)

How the tape is positioned

207 tracked funds added or opened IEX while 101 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 2025-Q4 and 2026-Q1, across 670 tracked filers holding IEX, 341 increased or opened the position and 272 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 2025-Q4 and 2026-Q1 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 53

  • VANGUARD CAPITAL MANAGEMENT LLC$920M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$714M
  • Alyeska Investment Group, L.P.$98M
  • VANGUARD FIDUCIARY TRUST CO$80M
  • Freestone Grove Partners LP$41M
  • Sone Capital Management, LLC$39M

Full exits 29

  • VANGUARD GROUP INC$1.6B
  • Dodge & Cox$225M
  • Maren Capital LLC$38M
  • TWO SIGMA ADVISERS, LP$30M
  • CIBC Private Wealth Group LLC$27M
  • Northwest & Ethical Investments L.P.$19M

Largest adds

  • VICTORY CAPITAL MANAGEMENT INC$283M
  • JANE STREET GROUP, LLC$220M
  • MILLENNIUM MANAGEMENT LLC$189M
  • BANK OF AMERICA CORP /DE/$146M
  • Point72 Asset Management, L.P.$130M
  • CITADEL ADVISORS LLC$55M

Largest trims

  • WELLINGTON MANAGEMENT GROUP LLP$684M
  • VAN ECK ASSOCIATES CORP$174M
  • BlackRock, Inc.$142M
  • Impax Asset Management Group plc$124M
  • NORDEA INVESTMENT MANAGEMENT AB$52M
  • UBS Group AG$38M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new4,854,696$920M6.3%2026-Q1
BlackRock, Inc. trimmed4,589,353$870M5.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,768,696$714M4.9%2026-Q1
PRIMECAP MANAGEMENT CO/CA/ added3,302,937$626M4.3%2026-Q1
STATE STREET CORP added3,205,396$608M4.1%2026-Q1
MORGAN STANLEY trimmed3,099,129$587M4.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,090,784$395M2.7%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,995,944$378M2.6%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed1,873,464$349M2.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed1,733,015$328M2.2%2026-Q1
Invesco Ltd. trimmed1,571,868$298M2.0%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added1,512,016$287M2.0%2026-Q1
Amundi trimmed1,219,400$231M1.6%2026-Q1
JANE STREET GROUP, LLC added1,165,519$221M1.5%2026-Q1
BANK OF AMERICA CORP /DE/ added1,094,101$207M1.4%2026-Q1
Impax Asset Management Group plc trimmed947,946$180M1.2%2026-Q1
NORGES BANK added981,711$178M1.2%2026-Q1
VAN ECK ASSOCIATES CORP trimmed936,800$178M1.2%2026-Q1
Point72 Asset Management, L.P. added830,856$157M1.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added816,137$155M1.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added815,529$155M1.1%2026-Q1
CITADEL ADVISORS LLC added808,651$153M1.0%2026-Q1
Fenimore Asset Management Inc trimmed798,106$151M1.0%2026-Q1
NORTHERN TRUST CORP added755,891$143M1.0%2026-Q1
FLOSSBACH VON STORCH SE trimmed740,319$140M1.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added723,589$137M0.9%2026-Q1
Fisher Asset Management, LLC added708,157$134M0.9%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added699,788$133M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added685,933$130M0.9%2026-Q1
FIRST TRUST ADVISORS LP trimmed672,829$128M0.9%2026-Q1
Pictet Asset Management Holding SA added651,929$124M0.8%2026-Q1
UBS Group AG trimmed641,700$122M0.8%2026-Q1
Champlain Investment Partners, LLC trimmed640,274$121M0.8%2026-Q1
Alecta Tjanstepension Omsesidigt trimmed579,000$110M0.7%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added557,361$106M0.7%2026-Q1
Alyeska Investment Group, L.P. added517,655$98M0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP added497,672$94M0.6%2026-Q1
Legal & General Group Plc trimmed471,037$89M0.6%2026-Q1
SNYDER CAPITAL MANAGEMENT L P trimmed453,285$86M0.6%2026-Q1
Boston Trust Walden Corp trimmed452,714$86M0.6%2026-Q1
JPMORGAN CHASE & CO added463,525$85M0.6%2026-Q1
DEUTSCHE BANK AG\ trimmed431,884$82M0.6%2026-Q1
WESTFIELD CAPITAL MANAGEMENT CO LP added426,019$81M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new421,292$80M0.5%2026-Q1
Schonfeld Strategic Advisors LLC added415,555$79M0.5%2026-Q1
Bank of New York Mellon Corp trimmed406,486$77M0.5%2026-Q1
Robeco Schweiz AG trimmed379,071$72M0.5%2026-Q1
DEPRINCE RACE & ZOLLO INC trimmed349,496$66M0.5%2026-Q1
BARCLAYS PLC added345,450$65M0.4%2026-Q1
Findlay Park Partners LLP trimmed331,999$63M0.4%2026-Q1
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO trimmed326,330$62M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed315,561$60M0.4%2026-Q1
HSBC HOLDINGS PLC added297,161$56M0.4%2026-Q1
Thrivent Financial for Lutherans added295,341$56M0.4%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed276,412$51M0.3%2026-Q1
WEITZ INVESTMENT MANAGEMENT, INC. trimmed264,300$50M0.3%2026-Q1
Qube Research & Technologies Ltd added254,879$48M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed254,344$48M0.3%2026-Q1
JOHNSON INVESTMENT COUNSEL INC added243,717$46M0.3%2026-Q1
Corient Private Wealth LLC added235,296$45M0.3%2026-Q1
Interval Partners, LP trimmed233,182$44M0.3%2026-Q1
Nuveen, LLC added221,040$42M0.3%2026-Q1
Swiss National Bank added219,600$42M0.3%2026-Q1
Freestone Grove Partners LP added217,276$41M0.3%2026-Q1
Allianz Asset Management GmbH added209,808$40M0.3%2026-Q1
Evelyn Partners Investment Management LLP added205,291$39M0.3%2026-Q1
Sone Capital Management, LLC added203,824$39M0.3%2026-Q1
Ensign Peak Advisors, Inc trimmed200,642$38M0.3%2026-Q1
GABELLI FUNDS LLC trimmed176,100$33M0.2%2026-Q1
BLI - Banque de Luxembourg Investments188,900$33M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed174,534$33M0.2%2026-Q1
FMR LLC added173,452$33M0.2%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP trimmed171,823$33M0.2%2026-Q1
ASR Vermogensbeheer N.V. added171,719$33M0.2%2026-Q1
BROWN ADVISORY INC trimmed171,334$32M0.2%2026-Q1
CIBC Bancorp USA Inc. added170,833$32M0.2%2026-Q1
FIL Ltd trimmed170,229$32M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed168,221$32M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added166,713$32M0.2%2026-Q1
Vanguard Global Advisers, LLC new163,449$31M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed163,079$31M0.2%2026-Q1
MIROVA added160,700$30M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed159,997$30M0.2%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed156,724$30M0.2%2026-Q1
California Public Employees Retirement System trimmed154,528$29M0.2%2026-Q1
Russell Investments Group, Ltd. added153,427$29M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed144,443$27M0.2%2026-Q1
Assenagon Asset Management S.A. added134,299$25M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added132,672$25M0.2%2026-Q1
NICHOLAS COMPANY, INC. added132,583$25M0.2%2026-Q1
Regents Gate Capital LLP added130,389$25M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed130,290$25M0.2%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added129,118$24M0.2%2026-Q1
VANGUARD GROUP INC trimmed8,850,081$1.6B10.7%2025-Q4 stale
Dodge & Cox added1,262,550$225M1.5%2025-Q4 stale
CCLA Investment Management trimmed385,624$70M0.5%2025-Q1 stale
Clearbridge Investments, LLC trimmed328,353$58M0.4%2025-Q2 stale
Maren Capital LLC trimmed214,994$38M0.3%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed170,100$30M0.2%2025-Q4 stale
CIBC Private Wealth Group LLC trimmed153,794$27M0.2%2025-Q4 stale

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