Security record
IEX
IDEX Corporation · Industrials · Industrial - Machinery
161Tracked holders
-1Δ holders
56.50MShares held
$12.82BReported value
+4New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -0.6% ·
share flow +0.5% ·
net new positions 0.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 161 | -1 | 56.50M | $12.82B | +4 | −4 |
| Q1 2026 | 164 | +6 | 55.50M | $10.51B | +9 | −4 |
| Q4 2025 | 157 | -2 | 59.98M | $10.67B | +1 | −2 |
| Q3 2025 | 26 | +2 | 36.71M | $5.97B | +3 | −2 |
| Q2 2025 | 22 | +2 | 31.91M | $5.60B | +2 | — |
| Q1 2025 | 17 | +1 | 15.41M | $2.79B | +2 | −1 |
| Q4 2024 | 16 | -2 | 16.26M | $3.40B | +2 | −4 |
| Q3 2024 | 17 | -1 | 11.34M | $2.43B | — | −1 |
| Q2 2024 | 18 | — | 12.21M | $2.46B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 4.84M | -0.2% | $1.10B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 3.32M | +3.5% | $752.88M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | PRIMECAP Management ✦ | 3.30M | -0.1% | $748.95M | 0.4% | ▼ Trim | 9 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ ×18 |
| 6 | Millennium Management ✦ | 2.37M | +18.7% | $537.83M | 0.4% | ▲ Add | 9 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 2.10M | +0.3% | $474.31M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Nordea Investment Management Ab | 1.84M | -1.7% | $418.98M | 0.3% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | Victory Capital Management Inc | 1.53M | +0.9% | $346.41M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 11 | Amundi | 1.46M | +19.6% | $331.02M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Pictet Asset Management Holding SA | 1.26M | +93.0% | $285.61M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ ×8 |
| 14 | Alyeska Investment Group, L.P. | 1.04M | +101.4% | $236.64M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 15 | Norges Bank ✦ (passive) | 916.54K | New | $208.01M | 0.0% | New | 1 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 905.94K | +9.0% | $205.60M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 849.65K | +4.2% | $192.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 18 | Balyasny Asset Management L.P. | 846.58K | +3.7% | $192.13M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 825.10K | +28.6% | $187.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 20 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 21 | Northern Trust Corp | 763.62K | +1.0% | $173.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 22 | Fisher Asset Management ✦ | 748.82K | +5.7% | $169.94M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 23 | Arrowstreet Capital ✦ | 717.08K | +2.5% | $162.74M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 706.37K | -12.7% | $160.31M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 25 | Charles Schwab Investment… | 683.66K | -0.3% | $155.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 604.72K | +8.5% | $137.24M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Two Sigma Investments ✦ | 491.15K | -1.3% | $111.47M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 28 | First Trust Advisors Lp | 491.13K | -27.0% | $111.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 450.86K | -2.7% | $102.60M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 30 | Legal & General Group Plc | 444.91K | -5.5% | $100.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Deutsche Bank Ag\ | 426.90K | -1.1% | $96.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 32 | Jane Street Group, Llc | 411.84K | -64.7% | $93.47M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Hsbc Holdings Plc | 403.06K | +35.6% | $91.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 34 | Adage Capital Partners ✦ | 393.91K | +489.8% | $89.40M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 372.73K | +18.1% | $84.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 36 | Bank Of America Corp /De/ | 355.08K | -67.5% | $80.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 37 | Bank of New York Mellon Corp | 350.03K | -13.9% | $79.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 38 | Fidelity (FMR) ✦ | 320.09K | +68.9% | $72.64M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 39 | Barclays Plc | 280.91K | -18.7% | $63.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 40 | AQR Capital Management ✦ | 257.29K | +0.3% | $58.17M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 41 | Schroder Investment Management Group | 255.46K | -7.6% | $57.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Qube Research & Technologies Ltd | 252.46K | -0.9% | $57.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Nuveen, LLC | 218.22K | -1.3% | $49.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | Corient Private Wealth LP | 215.59K | -8.4% | $48.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 214.12K | +87.0% | $48.59M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Swiss National Bank | 209.40K | -4.6% | $47.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 207.43K | +23.3% | $47.08M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 48 | Allianz Asset Management GmbH | 194.50K | -7.3% | $44.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 49 | Renaissance Technologies ✦ | 185.32K | +119.2% | $42.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Zurcher Kantonalbank (Zurich… | 182.47K | +41.3% | $41.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 180.92K | +36.4% | $41.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Mitsubishi UFJ Asset Management… | 180.90K | +8.5% | $41.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Hrt Financial Lp | 179.00K | +83.1% | $40.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Ensign Peak Advisors, Inc | 178.72K | -10.9% | $40.56M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 55 | FIL Ltd | 169.65K | -0.3% | $38.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Rhumbline Advisers | 163.62K | +0.3% | $37.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | CIBC Bancorp USA Inc. | 161.77K | -5.3% | $36.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 58 | Sumitomo Mitsui Trust Group, Inc. | 159.05K | -0.6% | $36.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Principal Financial Group Inc | 157.76K | +78.6% | $35.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 60 | American Century Companies Inc | 157.18K | -9.9% | $35.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | GAMCO Investors ✦ | 155.72K | -0.6% | $35.34M | 0.3% | ▼ Trim | 9 | SEC ↗ |
| 62 | Brown Advisory Inc | 155.68K | -9.1% | $35.33M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | California Public Employees… | 152.56K | -1.3% | $34.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 136.31K | -11.2% | $30.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 65 | Caisse De Depot Et Placement Du… | 128.29K | +11293.1% | $29.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Universal- Beteiligungs- und… | 109.79K | -24.0% | $24.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Royal Bank Of Canada | 109.71K | +22.4% | $24.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 68 | Citigroup Inc | 106.36K | +22.9% | $24.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 69 | BNP Paribas Asset Management… | 105.09K | +16.5% | $23.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Nomura Asset Management… | 100.79K | +122.2% | $22.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Federated Hermes, Inc. | 97.86K | +31064.7% | $22.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 72 | Sei Investments Co | 88.91K | -8.6% | $20.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 73 | New York State Common Retirement… | 84.51K | +0.8% | $19.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Ameriprise Financial Inc | 82.03K | -7.1% | $18.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 75 | Danske Bank A/S | 74.10K | +0.9% | $16.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 76 | Alliancebernstein L.P. | 84.36K | -0.5% | $15.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Envestnet Asset Management Inc | 69.02K | -6.7% | $15.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Aberdeen Group plc | 67.62K | +23.0% | $15.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | Aviva Plc | 64.90K | +1.0% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 63.73K | +39.6% | $14.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 81 | Boston Partners | 61.29K | +49.1% | $13.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 82 | State Board Of Administration Of… | 61.18K | 0.0% | $13.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Gotham Asset Management ✦ | 61.02K | +27.2% | $13.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 84 | Robeco Institutional Asset… | 58.94K | +1812.4% | $13.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Creative Planning | 56.90K | +36.4% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 86 | Healthcare Of Ontario Pension Plan… | 56.63K | +42.6% | $12.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Swedbank AB | 55.49K | -1.5% | $12.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Prudential Financial Inc | 55.38K | +49.4% | $12.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 89 | Susquehanna International Group, Llp | 54.63K | +63.4% | $12.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 90 | National Bank Of Canada /Fi/ | 51.66K | +29.1% | $11.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 91 | State Of Wisconsin Investment Board | 49.89K | -24.7% | $11.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Manufacturers Life Insurance… | 49.06K | -5.4% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Assenagon Asset Management S.A. | 48.56K | -63.8% | $11.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 94 | Bamco Inc /Ny/ | 46.72K | -11.5% | $10.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Royal London Asset Management Ltd | 37.92K | -0.6% | $8.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Chevy Chase Trust Holdings, LLC | 35.91K | -3.3% | $8.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 97 | Asset Management One Co., Ltd. | 33.33K | +0.5% | $7.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Korea Investment CORP | 33.32K | -42.9% | $7.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Mitsubishi UFJ Trust & Banking Corp | 31.26K | +3.9% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Pnc Financial Services Group, Inc. | 28.87K | -0.1% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $208.01M | 0.0% |
Exited
| State Farm Mutual Automobile… | $61.86M | was 0.0% |
| Connor, Clark & Lunn… | $3.05M | was 0.0% |
| Massachusetts Financial… | $563,532 | was 0.0% |
| Wcm Investment Management, Llc | $511,754 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 668 holders, 74.38M shares, $13.63B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 12
Anderson Lisa M
Officer · 385 sh · $91,859
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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