Security record · archived quarter
IEX
IDEX Corporation · Industrials · Industrial - Machinery
22Tracked holders
+2Δ holders
31.91MShares held
$5.60BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +4.8% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
Ownership over time
| 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 | — | — |
Who holds it · Q2 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 9.19M | — | $1.61B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 9.19M | — | $1.61B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 9.19M | — | $1.61B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 9.19M | — | $1.61B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 9.19M | — | $1.61B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 6.27M | +24.1% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 7 | Wellington Management ✦ | 6.27M | +24.1% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 8 | Wellington Management ✦ | 6.27M | +24.1% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 9 | Wellington Management ✦ | 6.27M | +24.1% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 10 | Wellington Management ✦ | 6.27M | +24.1% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 11 | Wellington Management ✦ | 6.27M | +24.1% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 12 | Wellington Management ✦ | 6.27M | +24.1% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 13 | Wellington Management ✦ | 6.27M | +24.1% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 5.79M | — | $1.02B | 0.0% | n/c | 1 | SEC ↗ |
| 35 | State Street Global Advisors ✦ (passive) | 3.10M | +0.6% | $544.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 2.01M | +2.6% | $353.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | T. Rowe Price ✦ | 2.01M | +2.6% | $353.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passive) | 2.00M | +1.5% | $349.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passive) | 2.00M | +1.5% | $349.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Norges Bank ✦ (passive) | 888.59K | -9.5% | $156.01M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Fisher Asset Management ✦ | 707.22K | +7.3% | $124.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Millennium Management ✦ | 609.87K | +25.2% | $107.08M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 43 | PRIMECAP Management ✦ | 493.45K | +80.1% | $86.64M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 44 | GAMCO Investors ✦ | 175.15K | -0.4% | $30.75M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 45 | Soros Fund Management ✦ | 111.42K | +2.0% | $19.56M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 46 | Arrowstreet Capital ✦ | 111.16K | +340.6% | $19.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 90.48K | +512.3% | $15.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 90.48K | +512.3% | $15.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 82.11K | New | $14.42M | 0.0% | New | 1 | SEC ↗ |
| 50 | Adage Capital Partners ✦ | 69.19K | +0.1% | $12.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 64.38K | — | $11.30M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 64.38K | — | $11.30M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 64.38K | — | $11.30M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Two Sigma Investments ✦ | 60.23K | -56.4% | $10.57M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 40.86K | +403.5% | $7.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 40.86K | +403.5% | $7.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 40.86K | +403.5% | $7.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 40.86K | +403.5% | $7.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 40.86K | +403.5% | $7.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 40.86K | +403.5% | $7.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | Marshall Wace ✦ | 26.45K | -93.4% | $4.64M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 62 | Marshall Wace ✦ | 26.45K | -93.4% | $4.64M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 63 | Marshall Wace ✦ | 26.45K | -93.4% | $4.64M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 64 | Gotham Asset Management ✦ | 10.94K | +501.1% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Renaissance Technologies ✦ | 8.53K | New | $1.50M | 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
| D. E. Shaw & Co. | $14.42M | 0.0% |
| Renaissance Technologies | $1.50M | 0.0% |
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.
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 2025 ·
Methodology ·
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