Security record · archived quarter
IEX
IDEX Corporation · Industrials · Industrial - Machinery
164Tracked holders
+6Δ holders
55.50MShares held
$10.51BReported value
+9New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow +0.2% ·
net new positions +3.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 5.68M | -0.2% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 4.85M | — | $920.21M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | PRIMECAP Management ✦ | 3.30M | +2.4% | $626.07M | 0.5% | ▲ Add | 8 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passive) | 3.21M | +1.0% | $607.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Geode Capital Management ✦ (passive) | 2.09M | +2.7% | $394.86M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | Geode Capital Management ✦ (passive) | 2.09M | +2.7% | $394.86M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 44 | Millennium Management ✦ | 2.00M | +87.6% | $378.33M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 45 | Nordea Investment Management Ab | 1.87M | -16.9% | $348.97M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 46 | Nordea Investment Management Ab | 1.87M | -16.9% | $348.97M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 47 | Nordea Investment Management Ab | 1.87M | -16.9% | $348.97M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 48 | Nordea Investment Management Ab | 1.87M | -16.9% | $348.97M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 49 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 50 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 51 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 52 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 53 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 54 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 55 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 56 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 57 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Victory Capital Management Inc | 1.51M | +6890.0% | $286.60M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 66 | Victory Capital Management Inc | 1.51M | +6890.0% | $286.60M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 67 | Victory Capital Management Inc | 1.51M | +6890.0% | $286.60M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 68 | Amundi | 1.22M | -18.0% | $231.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Amundi | 1.22M | -18.0% | $231.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Amundi | 1.22M | -18.0% | $231.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Amundi | 1.22M | -18.0% | $231.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | Amundi | 1.22M | -18.0% | $231.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 73 | Jane Street Group, Llc | 1.17M | +47163.5% | $220.92M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 74 | Jane Street Group, Llc | 1.17M | +47163.5% | $220.92M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 75 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Point72 Asset Management ✦ | 830.86K | +428.8% | $157.49M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 84 | Balyasny Asset Management L.P. | 816.14K | +13.3% | $154.70M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 85 | Dimensional Fund Advisors Lp | 815.53K | +4.0% | $154.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Dimensional Fund Advisors Lp | 815.53K | +4.0% | $154.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Dimensional Fund Advisors Lp | 815.53K | +4.0% | $154.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Dimensional Fund Advisors Lp | 815.53K | +4.0% | $154.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Dimensional Fund Advisors Lp | 815.53K | +4.0% | $154.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Citadel Advisors ✦ | 808.65K | +45.8% | $153.28M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 91 | Citadel Advisors ✦ | 808.65K | +45.8% | $153.28M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 92 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | 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
| Dodge & Cox | $224.66M | was 0.1% |
| Norges Bank | $162.79M | was 0.0% |
| Holocene Advisors, LP | $9.76M | was 0.0% |
| Capstone Investment Advisors… | $262,995 | 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: Q1 2026 ·
Methodology ·
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