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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 25.29K | $5.41M | n/a | n/a |
| 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 | n/a |
| 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 | n/a | −1 |
| Q2 2024 | 18 | n/a | 12.21M | $2.46B | n/a | n/a |
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 ↗ ×21 |
| 2 | Vanguard Capital Management Llc | 4.85M | n/a | $920.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | PRIMECAP Management ✦ | 3.30M | +2.4% | $626.07M | 0.5% | ▲ Add | 8 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 3.21M | +1.0% | $607.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.10M | -5.1% | $587.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 6 | Geode Capital Management ✦ (passive) | 2.09M | +2.7% | $394.86M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 2.00M | +87.6% | $378.33M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 8 | Nordea Investment Management Ab | 1.87M | -16.9% | $348.97M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Wellington Management ✦ | 1.74M | -69.5% | $329.54M | 0.1% | ▼ Trim | 8 | SEC ↗ ×8 |
| 10 | Invesco Ltd. | 1.63M | -3.9% | $308.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 11 | Victory Capital Management Inc | 1.51M | +6890.0% | $286.60M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Amundi | 1.22M | -18.0% | $231.23M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | Jane Street Group, Llc | 1.17M | +47163.5% | $220.92M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 1.09M | +215.0% | $207.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 15 | Point72 Asset Management ✦ | 830.86K | +428.8% | $157.49M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 16 | Balyasny Asset Management L.P. | 816.14K | +13.3% | $154.70M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 815.53K | +4.0% | $154.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Citadel Advisors ✦ | 808.65K | +45.8% | $153.28M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 19 | Northern Trust Corp | 755.89K | +1.0% | $143.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 20 | UBS AM, a distinct business unit of… | 723.59K | +2.4% | $137.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 21 | Fisher Asset Management ✦ | 708.16K | +8.0% | $134.23M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | Arrowstreet Capital ✦ | 699.79K | +51.1% | $132.64M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 23 | Charles Schwab Investment… | 685.93K | +2.8% | $130.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | First Trust Advisors Lp | 672.83K | -23.3% | $127.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pictet Asset Management Holding SA | 651.93K | +58.6% | $123.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 641.70K | -28.2% | $121.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 557.36K | +6.6% | $105.64M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Alyeska Investment Group, L.P. | 517.65K | New | $98.12M | 0.3% | New | 1 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 497.67K | +93.6% | $94.33M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 30 | Legal & General Group Plc | 471.04K | -2.6% | $89.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | JPMorgan Chase ✦ | 463.52K | +33.1% | $85.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 32 | Deutsche Bank Ag\ | 431.88K | -11.8% | $81.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 33 | Bank of New York Mellon Corp | 406.49K | -16.7% | $77.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×18 |
| 34 | Barclays Plc | 345.45K | +28.3% | $65.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 35 | State Farm Mutual Automobile… | 326.33K | -2.9% | $61.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Goldman Sachs Group ✦ | 315.56K | -36.2% | $59.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 37 | Hsbc Holdings Plc | 297.16K | -36.6% | $56.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 38 | Schroder Investment Management Group | 276.41K | n/a | $50.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Qube Research & Technologies Ltd | 254.88K | +42.1% | $48.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 256.51K | -0.5% | $47.94M | 0.0% | ▼ Trim | 8 | SEC ↗ ×9 |
| 41 | Corient Private Wealth LP | 235.30K | -45.6% | $44.59M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 42 | Nuveen, LLC | 221.04K | +25.8% | $41.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Swiss National Bank | 219.60K | +6.7% | $41.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Allianz Asset Management GmbH | 209.81K | +119.7% | $39.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | Ensign Peak Advisors, Inc | 200.64K | -15.4% | $38.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 189.50K | +105.1% | $35.92M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 47 | American Century Companies Inc | 174.53K | -33.5% | $33.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Brown Advisory Inc | 171.33K | -16.2% | $32.48M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | CIBC Bancorp USA Inc. | 170.83K | n/a | $32.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | FIL Ltd | 170.23K | -24.0% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 168.22K | -0.3% | $31.89M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 52 | Mitsubishi UFJ Asset Management… | 166.71K | +3.9% | $31.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Rhumbline Advisers | 163.08K | -1.1% | $30.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Sumitomo Mitsui Trust Group, Inc. | 160.00K | -5.4% | $30.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | GAMCO Investors ✦ | 156.72K | -8.2% | $29.71M | 0.3% | ▼ Trim | 8 | SEC ↗ |
| 56 | California Public Employees… | 154.53K | -6.7% | $29.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 153.43K | +14.0% | $28.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 58 | Universal- Beteiligungs- und… | 144.44K | -6.0% | $27.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Assenagon Asset Management S.A. | 134.30K | +114.5% | $25.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 132.67K | +42.1% | $25.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | California State Teachers… | 130.29K | -1.7% | $24.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Zurcher Kantonalbank (Zurich… | 129.12K | +13.8% | $24.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 63 | Quantinno Capital Management LP | 114.48K | +281.4% | $21.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Hrt Financial Lp | 97.78K | New | $18.53M | 0.0% | New | 1 | SEC ↗ |
| 65 | Sei Investments Co | 97.28K | -6.2% | $18.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | BNP Paribas Asset Management… | 90.23K | -4.1% | $17.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Royal Bank Of Canada | 89.66K | -6.9% | $17.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 68 | Principal Financial Group Inc | 88.31K | +4.8% | $16.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Ameriprise Financial Inc | 88.27K | -29.9% | $16.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 70 | Citigroup Inc | 86.57K | -28.8% | $16.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 71 | Renaissance Technologies ✦ | 84.53K | New | $16.02M | 0.0% | New | 1 | SEC ↗ |
| 72 | New York State Common Retirement… | 83.84K | +4.1% | $15.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Janus Henderson Group Plc | 81.44K | +953.1% | $15.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 74 | Alliancebernstein L.P. | 84.79K | -6.2% | $15.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Envestnet Asset Management Inc | 73.97K | +118.7% | $14.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Danske Bank A/S | 73.40K | -0.4% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Adage Capital Partners ✦ | 66.79K | -75.6% | $12.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 78 | State Of Wisconsin Investment Board | 66.24K | +48.0% | $12.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Aviva Plc | 64.28K | +2.7% | $12.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | State Board Of Administration Of… | 61.17K | 0.0% | $11.60M | 0.0% | Held | 2 | SEC ↗ |
| 81 | Korea Investment CORP | 58.38K | +11.1% | $11.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | D. E. Shaw & Co. ✦ | 57.58K | -51.8% | $10.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | Swedbank AB | 56.34K | +1.7% | $10.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Aberdeen Group plc | 54.97K | -8.6% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 85 | Squarepoint Ops LLC | 52.91K | +2552.2% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bamco Inc /Ny/ | 52.78K | -26.0% | $10.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Manufacturers Life Insurance… | 51.87K | -5.3% | $9.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Gotham Asset Management ✦ | 47.98K | +7.7% | $9.10M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 45.66K | -12.3% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 90 | Nomura Asset Management… | 45.36K | +52.0% | $8.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Creative Planning | 41.72K | +41.4% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Boston Partners | 41.10K | New | $7.79M | 0.0% | New | 1 | SEC ↗ ×3 |
| 93 | National Bank Of Canada /Fi/ | 40.02K | -15.7% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Healthcare Of Ontario Pension Plan… | 39.70K | +1242.2% | $7.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Royal London Asset Management Ltd | 38.14K | 0.0% | $7.23M | 0.0% | Held | 2 | SEC ↗ |
| 96 | Wells Fargo & Company/Mn | 37.72K | +101.6% | $7.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 97 | Chevy Chase Trust Holdings, LLC | 37.15K | -2.1% | $7.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 98 | Prudential Financial Inc | 37.07K | -2.5% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 99 | Marshall Wace ✦ | 36.21K | -76.7% | $6.86M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 100 | Susquehanna International Group, Llp | 33.43K | -3.4% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Alyeska Investment Group, L.P. | $98.12M | 0.3% |
| Hrt Financial Lp | $18.53M | 0.0% |
| Renaissance Technologies | $16.02M | 0.0% |
| Boston Partners | $7.79M | 0.0% |
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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