Security record · archived quarter
IEX
IDEX Corporation · Industrials · Industrial - Machinery
157Tracked holders
-2Δ holders
59.98MShares held
$10.67BReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -1.3% ·
share flow +3.3% ·
net new positions -0.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | -1 | 55.03M | $12.49B | +4 | −6 |
| 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 8.99M | -1.1% | $1.60B | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ ×8 |
| 3 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 4 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 5 | PRIMECAP Management ✦ | 3.23M | +86.5% | $574.17M | 0.4% | ▲ Add | 7 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 3.17M | +0.6% | $564.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Nordea Investment Management Ab | 2.26M | — | $401.42M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 8 | Geode Capital Management ✦ (passive) | 2.03M | +0.4% | $360.74M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 10 | Amundi | 1.49M | — | $264.67M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 11 | Dodge & Cox ✦ | 1.26M | +266.7% | $224.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Millennium Management ✦ | 1.06M | +293.6% | $189.29M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 13 | Norges Bank ✦ (passive) | 914.85K | New | $162.79M | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 894.37K | — | $159.14M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | First Trust Advisors Lp | 876.98K | — | $156.05M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 784.35K | — | $139.57M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 17 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 18 | Balyasny Asset Management L.P. | 720.14K | — | $128.14M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 706.99K | — | $125.80M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 20 | Charles Schwab Investment… | 667.13K | — | $118.71M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 655.59K | -9.6% | $116.66M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 554.82K | +64.7% | $98.72M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 522.73K | — | $93.01M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 24 | Goldman Sachs Group ✦ | 494.34K | -27.9% | $87.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Deutsche Bank Ag\ | 489.44K | — | $87.09M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 26 | Bank of New York Mellon Corp | 488.11K | — | $86.85M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 27 | Legal & General Group Plc | 483.69K | — | $86.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Hsbc Holdings Plc | 468.38K | — | $83.36M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 29 | Arrowstreet Capital ✦ | 463.26K | +138.8% | $82.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Corient Private Wealth LP | 432.50K | — | $76.65M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 31 | Pictet Asset Management Holding SA | 411.06K | — | $73.15M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 348.33K | -57.2% | $61.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 33 | Bank Of America Corp /De/ | 347.37K | — | $61.81M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 34 | State Farm Mutual Automobile… | 335.94K | — | $59.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Adage Capital Partners ✦ | 273.48K | +11.9% | $48.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 36 | Barclays Plc | 269.30K | — | $47.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | American Century Companies Inc | 262.62K | — | $46.73M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 257.90K | +118.2% | $45.89M | 0.0% | ▲ Add | 7 | SEC ↗ ×8 |
| 39 | Two Sigma Investments ✦ | 257.01K | -22.0% | $45.73M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 40 | Ensign Peak Advisors, Inc | 237.28K | — | $42.22M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | FIL Ltd | 223.91K | — | $39.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Swiss National Bank | 205.90K | — | $36.64M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Brown Advisory Inc | 204.41K | — | $36.37M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 44 | Qube Research & Technologies Ltd | 179.39K | — | $31.92M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Nuveen, LLC | 175.70K | — | $31.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | GAMCO Investors ✦ | 170.80K | -2.1% | $30.39M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 169.12K | — | $30.09M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 168.74K | -54.9% | $30.03M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 49 | California Public Employees… | 165.59K | — | $29.47M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Rhumbline Advisers | 164.94K | — | $29.35M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Mitsubishi UFJ Asset Management… | 160.52K | — | $28.74M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Point72 Asset Management ✦ | 157.11K | +1911.9% | $27.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Marshall Wace ✦ | 155.24K | +255.8% | $27.62M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 54 | Universal- Beteiligungs- und… | 153.58K | — | $27.46M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 134.58K | — | $23.97M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 56 | California State Teachers… | 132.59K | — | $23.59M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Ameriprise Financial Inc | 126.02K | — | $22.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 58 | Citigroup Inc | 121.53K | — | $21.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | D. E. Shaw & Co. ✦ | 119.47K | -52.4% | $21.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Zurcher Kantonalbank (Zurich… | 113.41K | — | $20.18M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Sei Investments Co | 103.66K | — | $18.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Royal Bank Of Canada | 96.31K | — | $17.14M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 63 | Allianz Asset Management GmbH | 95.50K | — | $16.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | BNP Paribas Asset Management… | 94.09K | — | $16.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Bnp Paribas Financial Markets | 93.37K | — | $16.61M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 92.38K | +56.0% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 67 | Alliancebernstein L.P. | 90.44K | — | $16.09M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Principal Financial Group Inc | 84.25K | — | $14.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | New York State Common Retirement… | 80.56K | — | $14.33M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Danske Bank A/S | 73.70K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 71 | Bamco Inc /Ny/ | 71.31K | — | $12.69M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Assenagon Asset Management S.A. | 62.61K | — | $11.14M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Aviva Plc | 62.60K | — | $11.14M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | State Board Of Administration Of… | 61.17K | — | $10.89M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Aberdeen Group plc | 60.15K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 76 | Swedbank AB | 55.40K | — | $9.86M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Holocene Advisors, LP | 54.86K | — | $9.76M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Manufacturers Life Insurance… | 54.76K | — | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Korea Investment CORP | 52.56K | — | $9.35M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 52.07K | — | $9.27M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 81 | National Bank Of Canada /Fi/ | 47.50K | — | $8.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | State Of Wisconsin Investment Board | 44.76K | — | $7.96M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Gotham Asset Management ✦ | 44.55K | +109.1% | $7.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 84 | Royal London Asset Management Ltd | 38.14K | — | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Prudential Financial Inc | 38.00K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Chevy Chase Trust Holdings, LLC | 37.95K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 87 | Susquehanna International Group, Llp | 34.60K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Asset Management One Co., Ltd. | 33.48K | — | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Envestnet Asset Management Inc | 33.81K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Credit Agricole S A | 33.27K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 91 | Mitsubishi UFJ Trust & Banking Corp | 32.04K | — | $5.70M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Quantinno Capital Management LP | 30.02K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Nomura Asset Management… | 29.84K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Creative Planning | 29.50K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 29.47K | — | $5.24M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 96 | Neuberger Berman Group LLC | 28.14K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Td Asset Management Inc | 26.09K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Toronto Dominion Bank | 25.07K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Nomura Asset Management Co Ltd | 24.60K | — | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Voya Investment Management Llc | 22.46K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $162.79M | 0.0% |
Exited
| Renaissance Technologies | $27.74M | was 0.0% |
| Bridgewater Associates | $1.54M | 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: Q4 2025 ·
Methodology ·
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