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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,854,696 | $920M | 6.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,589,353 | $870M | 5.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,768,696 | $714M | 4.9% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 3,302,937 | $626M | 4.3% | 2026-Q1 |
| STATE STREET CORP added | 3,205,396 | $608M | 4.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,099,129 | $587M | 4.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,090,784 | $395M | 2.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,995,944 | $378M | 2.6% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,873,464 | $349M | 2.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,733,015 | $328M | 2.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,571,868 | $298M | 2.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,512,016 | $287M | 2.0% | 2026-Q1 |
| Amundi trimmed | 1,219,400 | $231M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,165,519 | $221M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,094,101 | $207M | 1.4% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 947,946 | $180M | 1.2% | 2026-Q1 |
| NORGES BANK added | 981,711 | $178M | 1.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 936,800 | $178M | 1.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 830,856 | $157M | 1.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 816,137 | $155M | 1.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 815,529 | $155M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 808,651 | $153M | 1.0% | 2026-Q1 |
| Fenimore Asset Management Inc trimmed | 798,106 | $151M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 755,891 | $143M | 1.0% | 2026-Q1 |
| FLOSSBACH VON STORCH SE trimmed | 740,319 | $140M | 1.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 723,589 | $137M | 0.9% | 2026-Q1 |
| Fisher Asset Management, LLC added | 708,157 | $134M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 699,788 | $133M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 685,933 | $130M | 0.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 672,829 | $128M | 0.9% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 651,929 | $124M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 641,700 | $122M | 0.8% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 640,274 | $121M | 0.8% | 2026-Q1 |
| Alecta Tjanstepension Omsesidigt trimmed | 579,000 | $110M | 0.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 557,361 | $106M | 0.7% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 517,655 | $98M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 497,672 | $94M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 471,037 | $89M | 0.6% | 2026-Q1 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 453,285 | $86M | 0.6% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 452,714 | $86M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 463,525 | $85M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 431,884 | $82M | 0.6% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 426,019 | $81M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 421,292 | $80M | 0.5% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 415,555 | $79M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 406,486 | $77M | 0.5% | 2026-Q1 |
| Robeco Schweiz AG trimmed | 379,071 | $72M | 0.5% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC trimmed | 349,496 | $66M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 345,450 | $65M | 0.4% | 2026-Q1 |
| Findlay Park Partners LLP trimmed | 331,999 | $63M | 0.4% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO trimmed | 326,330 | $62M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 315,561 | $60M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 297,161 | $56M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 295,341 | $56M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 276,412 | $51M | 0.3% | 2026-Q1 |
| WEITZ INVESTMENT MANAGEMENT, INC. trimmed | 264,300 | $50M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 254,879 | $48M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 254,344 | $48M | 0.3% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 243,717 | $46M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 235,296 | $45M | 0.3% | 2026-Q1 |
| Interval Partners, LP trimmed | 233,182 | $44M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 221,040 | $42M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 219,600 | $42M | 0.3% | 2026-Q1 |
| Freestone Grove Partners LP added | 217,276 | $41M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 209,808 | $40M | 0.3% | 2026-Q1 |
| Evelyn Partners Investment Management LLP added | 205,291 | $39M | 0.3% | 2026-Q1 |
| Sone Capital Management, LLC added | 203,824 | $39M | 0.3% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 200,642 | $38M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 176,100 | $33M | 0.2% | 2026-Q1 |
| BLI - Banque de Luxembourg Investments | 188,900 | $33M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 174,534 | $33M | 0.2% | 2026-Q1 |
| FMR LLC added | 173,452 | $33M | 0.2% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 171,823 | $33M | 0.2% | 2026-Q1 |
| ASR Vermogensbeheer N.V. added | 171,719 | $33M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 171,334 | $32M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 170,833 | $32M | 0.2% | 2026-Q1 |
| FIL Ltd trimmed | 170,229 | $32M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 168,221 | $32M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 166,713 | $32M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 163,449 | $31M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 163,079 | $31M | 0.2% | 2026-Q1 |
| MIROVA added | 160,700 | $30M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 159,997 | $30M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 156,724 | $30M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 154,528 | $29M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 153,427 | $29M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 144,443 | $27M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 134,299 | $25M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 132,672 | $25M | 0.2% | 2026-Q1 |
| NICHOLAS COMPANY, INC. added | 132,583 | $25M | 0.2% | 2026-Q1 |
| Regents Gate Capital LLP added | 130,389 | $25M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 130,290 | $25M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 129,118 | $24M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 8,850,081 | $1.6B | 10.7% | 2025-Q4 stale |
| Dodge & Cox added | 1,262,550 | $225M | 1.5% | 2025-Q4 stale |
| CCLA Investment Management trimmed | 385,624 | $70M | 0.5% | 2025-Q1 stale |
| Clearbridge Investments, LLC trimmed | 328,353 | $58M | 0.4% | 2025-Q2 stale |
| Maren Capital LLC trimmed | 214,994 | $38M | 0.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 170,100 | $30M | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 153,794 | $27M | 0.2% | 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.
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.