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 | 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 · 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 ↗ |
| 2 | The Vanguard Group ✦ (passive) | 8.99M | -1.1% | $1.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 8.99M | -1.1% | $1.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 8.99M | -1.1% | $1.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 8.99M | -1.1% | $1.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 7 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 8 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 9 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 10 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 11 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 12 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 13 | Wellington Management ✦ | 5.69M | -12.1% | $1.01B | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 5.69M | +0.1% | $1.01B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 3.27M | -3.1% | $581.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | PRIMECAP Management ✦ | 3.23M | +86.5% | $574.17M | 0.4% | ▲ Add | 7 | SEC ↗ |
| 53 | State Street Global Advisors ✦ (passive) | 3.17M | +0.6% | $564.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Nordea Investment Management Ab | 2.26M | — | $401.42M | 0.3% | n/c | 1 | SEC ↗ |
| 55 | Nordea Investment Management Ab | 2.26M | — | $401.42M | 0.3% | n/c | 1 | SEC ↗ |
| 56 | Nordea Investment Management Ab | 2.26M | — | $401.42M | 0.3% | n/c | 1 | SEC ↗ |
| 57 | Nordea Investment Management Ab | 2.26M | — | $401.42M | 0.3% | n/c | 1 | SEC ↗ |
| 58 | Geode Capital Management ✦ (passive) | 2.03M | +0.4% | $360.74M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 59 | Geode Capital Management ✦ (passive) | 2.03M | +0.4% | $360.74M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 60 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Invesco Ltd. | 1.69M | — | $301.11M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Amundi | 1.49M | — | $264.67M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Amundi | 1.49M | — | $264.67M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Amundi | 1.49M | — | $264.67M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Amundi | 1.49M | — | $264.67M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Amundi | 1.49M | — | $264.67M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Dodge & Cox ✦ | 1.26M | +266.7% | $224.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 76 | Millennium Management ✦ | 1.06M | +293.6% | $189.29M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 77 | Norges Bank ✦ (passive) | 914.85K | New | $162.79M | 0.0% | New | 1 | SEC ↗ |
| 78 | UBS Group AG | 894.37K | — | $159.14M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | UBS Group AG | 894.37K | — | $159.14M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | UBS Group AG | 894.37K | — | $159.14M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | UBS Group AG | 894.37K | — | $159.14M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | UBS Group AG | 894.37K | — | $159.14M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | First Trust Advisors Lp | 876.98K | — | $156.05M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | Dimensional Fund Advisors Lp | 784.35K | — | $139.57M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Dimensional Fund Advisors Lp | 784.35K | — | $139.57M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Dimensional Fund Advisors Lp | 784.35K | — | $139.57M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Dimensional Fund Advisors Lp | 784.35K | — | $139.57M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Dimensional Fund Advisors Lp | 784.35K | — | $139.57M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Northern Trust Corp | 748.35K | — | $133.16M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Balyasny Asset Management L.P. | 720.14K | — | $128.14M | 0.2% | n/c | 1 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 706.99K | — | $125.80M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 706.99K | — | $125.80M | 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
| 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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