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Security record · archived quarter

IEX

IDEX Corporation · Industrials · Industrial - Machinery

230.27 -1.5% mkt cap $16.98B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
18Tracked holders
Δ holders
12.21MShares held
$2.46BReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 161 -1 56.51M $12.81B +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
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 T. Rowe Price 5.65M $1.14B 0.1% n/c 1 SEC ↗
2 T. Rowe Price 5.65M $1.14B 0.1% n/c 1 SEC ↗
3 Geode Capital Management (passive) 1.87M $374.83M 0.0% n/c 1 SEC ↗
4 Geode Capital Management (passive) 1.87M $374.83M 0.0% n/c 1 SEC ↗
5 Wellington Management 1.36M $273.32M 0.0% n/c 1 SEC ↗
6 Wellington Management 1.36M $273.32M 0.0% n/c 1 SEC ↗
7 Wellington Management 1.36M $273.32M 0.0% n/c 1 SEC ↗
8 Wellington Management 1.36M $273.32M 0.0% n/c 1 SEC ↗
9 Wellington Management 1.36M $273.32M 0.0% n/c 1 SEC ↗
10 Norges Bank (passive) 930.61K $187.24M 0.0% n/c 1 SEC ↗
11 Fisher Asset Management 612.24K $123.18M 0.1% n/c 1 SEC ↗
12 Two Sigma Investments 368.29K $74.10M 0.2% n/c 1 SEC ↗
13 PRIMECAP Management 303.77K $61.12M 0.0% n/c 1 SEC ↗
14 Capital World Investors 200.00K $40.24M 0.0% n/c 1 SEC ↗
15 D. E. Shaw & Co. 198.17K $39.87M 0.1% n/c 1 SEC ↗
16 D. E. Shaw & Co. 198.17K $39.87M 0.1% n/c 1 SEC ↗
17 GAMCO Investors 181.62K $36.54M 0.4% n/c 1 SEC ↗
18 Citadel Advisors 161.43K $32.48M 0.0% n/c 1 SEC ↗
19 Citadel Advisors 161.43K $32.48M 0.0% n/c 1 SEC ↗
20 Millennium Management 138.74K $27.92M 0.0% n/c 1 SEC ↗
21 Marshall Wace 101.56K $20.43M 0.0% n/c 1 SEC ↗
22 Marshall Wace 101.56K $20.43M 0.0% n/c 1 SEC ↗
23 Renaissance Technologies 56.02K $11.27M 0.0% n/c 1 SEC ↗
24 Adage Capital Partners 52.59K $10.58M 0.0% n/c 1 SEC ↗
25 AQR Capital Management 25.23K $5.08M 0.0% n/c 1 SEC ↗
26 AQR Capital Management 25.23K $5.08M 0.0% n/c 1 SEC ↗
27 Gotham Asset Management 5.52K $1.11M 0.0% n/c 1 SEC ↗
28 Bridgewater Associates 1.48K $297,977 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

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.

Insider transactions

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 2024 · Methodology · Get this via the API