IEX
IDEX Corporation · Industrials · Industrial - Machinery
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -5.2% ·
net new positions +5.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 5.05M | +19.7% | $914.01M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 5.05M | +19.7% | $914.01M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 5.05M | +19.7% | $914.01M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 5.05M | +19.7% | $914.01M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 5.05M | +19.7% | $914.01M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 5.05M | +19.7% | $914.01M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 5.05M | +19.7% | $914.01M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 5.05M | +19.7% | $914.01M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 3.08M | +0.1% | $557.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 1.97M | +3.1% | $355.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 1.97M | +3.1% | $355.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 1.96M | -46.5% | $355.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 1.96M | -46.5% | $355.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Norges Bank ✦ (passive) | 981.71K | -5.6% | $177.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 659.32K | -0.7% | $119.32M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 487.27K | +1232.4% | $88.18M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 17 | Marshall Wace ✦ | 399.06K | +11.4% | $72.22M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 399.06K | +11.4% | $72.22M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 399.06K | +11.4% | $72.22M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | PRIMECAP Management ✦ | 273.95K | -3.3% | $49.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 175.89K | -1.2% | $31.83M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 138.20K | -14.7% | $25.01M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 23 | Soros Fund Management ✦ | 109.26K | +257.6% | $19.77M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 24 | Adage Capital Partners ✦ | 69.09K | New | $12.50M | 0.0% | New | 1 | SEC ↗ |
| 25 | Arrowstreet Capital ✦ | 25.23K | +1078.4% | $4.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 14.78K | -96.5% | $2.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 14.78K | -96.5% | $2.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 8.12K | -20.4% | $1.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 8.12K | -20.4% | $1.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 8.12K | -20.4% | $1.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Gotham Asset Management ✦ | 1.82K | New | $329,365 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $12.50M | 0.0% |
| Gotham Asset Management | $329,365 | 0.0% |
Exited
| Capital World Investors | $41.86M | 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.
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)
Officer · 385 sh · $91,859
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology