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Effectdossier · gearchiveerd kwartaal

IEX

IDEX Corporation · Industrials · Industrial - Machinery

233.86 -0.7% marktkapitalisatie $17.24B koers vertraagd (FMP) · per Oct 19 22:09 UTC · los van onderstaande aangiftegegevens

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
164Gevolgde houders
+6Δ houders
55.50MGehouden aandelen
$10.51BGerapporteerde waarde
+9Nieuwe posities
−4Uitstappen
Rising Overtuigingsscore 40/100 Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders +3.8% · aandelenstroom +0.2% · netto nieuwe posities +3.0% · formule
Brede accumulatie: stijgende aandelen bij meer houders

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
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
Aantal houders
Wie het bezit · Q1 2026
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
1 PRIMECAP Management ✦ 3.30M +2.4% $626.07M 0.5% ▲ Add 8 SEC ↗
2 State Street Global Advisors ✦ (passief) 3.21M +1.0% $607.58M 0.0% ▲ Add 6 SEC ↗
3 Morgan Stanley ✦ 3.10M -5.1% $587.44M 0.0% ▼ Trim 3 SEC ↗ ×17
4 Geode Capital Management ✦ (passief) 2.09M +2.7% $394.86M 0.0% ▲ Add 8 SEC ↗ ×2
5 Millennium Management ✦ 2.00M +87.6% $378.33M 0.3% ▲ Add 8 SEC ↗
6 Nordea Investment Management Ab 1.87M -16.9% $348.97M 0.3% ▼ Trim 2 SEC ↗ ×4
7 Wellington Management ✦ 1.74M -69.5% $329.54M 0.1% ▼ Trim 8 SEC ↗ ×8
8 Invesco Ltd. 1.63M -3.9% $308.30M 0.0% ▼ Trim 2 SEC ↗ ×8
9 Victory Capital Management Inc 1.51M +6890.0% $286.60M 0.2% ▲ Add 2 SEC ↗ ×3
10 Amundi 1.22M -18.0% $231.23M 0.1% ▼ Trim 2 SEC ↗ ×5
11 Jane Street Group, Llc 1.17M +47163.5% $220.92M 0.2% ▲ Add 2 SEC ↗ ×2
12 Bank Of America Corp /De/ 1.09M +215.0% $207.39M 0.0% ▲ Add 2 SEC ↗ ×8
13 Point72 Asset Management ✦ 830.86K +428.8% $157.49M 0.3% ▲ Add 3 SEC ↗
14 Balyasny Asset Management L.P. 816.14K +13.3% $154.70M 0.3% ▲ Add 2 SEC ↗
15 Dimensional Fund Advisors Lp 815.53K +4.0% $154.56M 0.0% ▲ Add 2 SEC ↗ ×5
16 Citadel Advisors ✦ 808.65K +45.8% $153.28M 0.1% ▲ Add 8 SEC ↗ ×2
17 Northern Trust Corp 755.89K +1.0% $143.28M 0.0% ▲ Add 2 SEC ↗ ×9
18 UBS AM, a distinct business unit of… 723.59K +2.4% $137.16M 0.0% ▲ Add 2 SEC ↗ ×10
19 Fisher Asset Management ✦ 708.16K +8.0% $134.23M 0.0% ▲ Add 8 SEC ↗
20 Arrowstreet Capital ✦ 699.79K +51.1% $132.64M 0.1% ▲ Add 6 SEC ↗
21 Charles Schwab Investment… 685.93K +2.8% $130.02M 0.0% ▲ Add 2 SEC ↗
22 First Trust Advisors Lp 672.83K -23.3% $127.53M 0.1% ▼ Trim 2 SEC ↗
23 Pictet Asset Management Holding SA 651.93K +58.6% $123.56M 0.1% ▲ Add 2 SEC ↗
24 UBS Group AG 641.70K -28.2% $121.63M 0.0% ▼ Trim 2 SEC ↗ ×5
25 MIRAE ASSET GLOBAL ETFS HOLDINGS… 557.36K +6.6% $105.64M 0.1% ▲ Add 2 SEC ↗ ×3
26 Alyeska Investment Group, L.P. 517.65K Nieuw $98.12M 0.3% New 1 SEC ↗
27 Two Sigma Investments ✦ 497.67K +93.6% $94.33M 0.1% ▲ Add 8 SEC ↗
28 Legal & General Group Plc 471.04K -2.6% $89.29M 0.0% ▼ Trim 2 SEC ↗ ×3
29 JPMorgan Chase ✦ 463.52K +33.1% $85.05M 0.0% ▲ Add 3 SEC ↗ ×14
30 Deutsche Bank Ag\ 431.88K -11.8% $81.86M 0.0% ▼ Trim 2 SEC ↗ ×7
31 Bank of New York Mellon Corp 406.49K -16.7% $77.05M 0.0% ▼ Trim 2 SEC ↗ ×18
32 Barclays Plc 345.45K +28.3% $65.48M 0.0% ▲ Add 2 SEC ↗ ×5
33 State Farm Mutual Automobile… 326.33K -2.9% $61.86M 0.0% ▼ Trim 2 SEC ↗ ×2
34 Goldman Sachs Group ✦ 315.56K -36.2% $59.81M 0.0% ▼ Trim 3 SEC ↗ ×4
35 Hsbc Holdings Plc 297.16K -36.6% $56.20M 0.0% ▼ Trim 2 SEC ↗ ×6
36 Schroder Investment Management Group 276.41K n/a $50.72M 0.0% n/c 1 SEC ↗ ×2
37 Qube Research & Technologies Ltd 254.88K +42.1% $48.31M 0.1% ▲ Add 2 SEC ↗
38 AQR Capital Management ✦ 256.51K -0.5% $47.94M 0.0% ▼ Trim 8 SEC ↗ ×9
39 Corient Private Wealth LP 235.30K -45.6% $44.59M 0.1% ▼ Trim 2 SEC ↗
40 Nuveen, LLC 221.04K +25.8% $41.90M 0.0% ▲ Add 2 SEC ↗ ×3
41 Swiss National Bank 219.60K +6.7% $41.63M 0.0% ▲ Add 2 SEC ↗
42 Allianz Asset Management GmbH 209.81K +119.7% $39.77M 0.0% ▲ Add 2 SEC ↗ ×3
43 Ensign Peak Advisors, Inc 200.64K -15.4% $38.03M 0.1% ▼ Trim 2 SEC ↗
44 Fidelity (FMR) ✦ 189.50K +105.1% $35.92M 0.0% ▲ Add 4 SEC ↗ ×4
45 American Century Companies Inc 174.53K -33.5% $33.08M 0.0% ▼ Trim 2 SEC ↗
46 Brown Advisory Inc 171.33K -16.2% $32.48M 0.1% ▼ Trim 2 SEC ↗ ×3
47 CIBC Bancorp USA Inc. 170.83K n/a $32.39M 0.0% n/c 1 SEC ↗ ×3
48 FIL Ltd 170.23K -24.0% $32.27M 0.0% ▼ Trim 2 SEC ↗
49 T. Rowe Price ✦ 168.22K -0.3% $31.89M 0.0% ▼ Trim 8 SEC ↗ ×2
50 Mitsubishi UFJ Asset Management… 166.71K +3.9% $31.60M 0.0% ▲ Add 2 SEC ↗
51 Rhumbline Advisers 163.08K -1.1% $30.91M 0.0% ▼ Trim 2 SEC ↗
52 Sumitomo Mitsui Trust Group, Inc. 160.00K -5.4% $30.33M 0.0% ▼ Trim 2 SEC ↗
53 GAMCO Investors ✦ 156.72K -8.2% $29.71M 0.3% ▼ Trim 8 SEC ↗
54 California Public Employees… 154.53K -6.7% $29.29M 0.0% ▼ Trim 2 SEC ↗
55 Russell Investments Group, Ltd. 153.43K +14.0% $28.89M 0.0% ▲ Add 2 SEC ↗ ×13
56 Assenagon Asset Management S.A. 134.30K +114.5% $25.46M 0.0% ▲ Add 2 SEC ↗
57 Bnp Paribas Financial Markets 132.67K +42.1% $25.15M 0.0% ▲ Add 2 SEC ↗
58 California State Teachers… 130.29K -1.7% $24.70M 0.0% ▼ Trim 2 SEC ↗
59 Zurcher Kantonalbank (Zurich… 129.12K +13.8% $24.47M 0.1% ▲ Add 2 SEC ↗
60 Quantinno Capital Management LP 114.48K +281.4% $21.70M 0.0% ▲ Add 2 SEC ↗
61 Hrt Financial Lp 97.78K Nieuw $18.53M 0.0% New 1 SEC ↗
62 Sei Investments Co 97.28K -6.2% $18.44M 0.0% ▼ Trim 2 SEC ↗ ×2
63 BNP Paribas Asset Management… 90.23K -4.1% $17.10M 0.0% ▼ Trim 2 SEC ↗ ×2
64 Royal Bank Of Canada 89.66K -6.9% $17.00M 0.0% ▼ Trim 2 SEC ↗ ×7
65 Principal Financial Group Inc 88.31K +4.8% $16.74M 0.0% ▲ Add 2 SEC ↗ ×2
66 Ameriprise Financial Inc 88.27K -29.9% $16.69M 0.0% ▼ Trim 2 SEC ↗ ×4
67 Citigroup Inc 86.57K -28.8% $16.41M 0.0% ▼ Trim 2 SEC ↗ ×2
68 Renaissance Technologies ✦ 84.53K Nieuw $16.02M 0.0% New 1 SEC ↗
69 New York State Common Retirement… 83.84K +4.1% $15.89M 0.0% ▲ Add 2 SEC ↗
70 Janus Henderson Group Plc 81.44K +953.1% $15.44M 0.0% ▲ Add 2 SEC ↗ ×4
71 Alliancebernstein L.P. 84.79K -6.2% $15.09M 0.0% ▼ Trim 2 SEC ↗
72 Envestnet Asset Management Inc 73.97K +118.7% $14.02M 0.0% ▲ Add 2 SEC ↗
73 Danske Bank A/S 73.40K -0.4% $13.91M 0.0% ▼ Trim 2 SEC ↗ ×2
74 Adage Capital Partners ✦ 66.79K -75.6% $12.66M 0.0% ▼ Trim 5 SEC ↗
75 State Of Wisconsin Investment Board 66.24K +48.0% $12.56M 0.0% ▲ Add 2 SEC ↗
76 Aviva Plc 64.28K +2.7% $12.18M 0.0% ▲ Add 2 SEC ↗
77 State Board Of Administration Of… 61.17K 0.0% $11.60M 0.0% Held 2 SEC ↗
78 Korea Investment CORP 58.38K +11.1% $11.07M 0.0% ▲ Add 2 SEC ↗
79 D. E. Shaw & Co. ✦ 57.58K -51.8% $10.91M 0.0% ▼ Trim 4 SEC ↗
80 Swedbank AB 56.34K +1.7% $10.68M 0.0% ▲ Add 2 SEC ↗
81 Aberdeen Group plc 54.97K -8.6% $10.42M 0.0% ▼ Trim 2 SEC ↗ ×2
82 Squarepoint Ops LLC 52.91K +2552.2% $10.03M 0.0% ▲ Add 2 SEC ↗
83 Bamco Inc /Ny/ 52.78K -26.0% $10.00M 0.0% ▼ Trim 2 SEC ↗
84 Manufacturers Life Insurance… 51.87K -5.3% $9.83M 0.0% ▼ Trim 2 SEC ↗
85 Gotham Asset Management ✦ 47.98K +7.7% $9.10M 0.0% ▲ Add 5 SEC ↗
86 Bank Of Montreal /Can/ 45.66K -12.3% $8.65M 0.0% ▼ Trim 2 SEC ↗ ×5
87 Nomura Asset Management… 45.36K +52.0% $8.60M 0.0% ▲ Add 2 SEC ↗
88 Creative Planning 41.72K +41.4% $7.91M 0.0% ▲ Add 2 SEC ↗
89 Boston Partners 41.10K Nieuw $7.79M 0.0% New 1 SEC ↗ ×3
90 National Bank Of Canada /Fi/ 40.02K -15.7% $7.59M 0.0% ▼ Trim 2 SEC ↗ ×2
91 Healthcare Of Ontario Pension Plan… 39.70K +1242.2% $7.53M 0.0% ▲ Add 2 SEC ↗
92 Royal London Asset Management Ltd 38.14K 0.0% $7.23M 0.0% Held 2 SEC ↗
93 Wells Fargo & Company/Mn 37.72K +101.6% $7.15M 0.0% ▲ Add 2 SEC ↗ ×4
94 Chevy Chase Trust Holdings, LLC 37.15K -2.1% $7.04M 0.0% ▼ Trim 2 SEC ↗ ×2
95 Prudential Financial Inc 37.07K -2.5% $7.03M 0.0% ▼ Trim 2 SEC ↗ ×2
96 Marshall Wace ✦ 36.21K -76.7% $6.86M 0.0% ▼ Trim 8 SEC ↗ ×2
97 Susquehanna International Group, Llp 33.43K -3.4% $6.34M 0.0% ▼ Trim 2 SEC ↗
98 Asset Management One Co., Ltd. 33.16K -0.9% $6.29M 0.0% ▼ Trim 2 SEC ↗
99 Mitsubishi UFJ Trust & Banking Corp 30.08K -6.1% $5.70M 0.0% ▼ Trim 2 SEC ↗
100 Pnc Financial Services Group, Inc. 28.89K -2.0% $5.48M 0.0% ▼ Trim 2 SEC ↗ ×8

"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.

Nieuwe kopers

Verlaten

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%

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 668 houders, 74.38M aandelen, $13.63B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.

Vaak gezamenlijk in bezit

Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.

Insider-transacties

Open-market aankopen (P)

Geen open-market insider-aankopen in ons dekkingsvenster.

Open-market verkopen (S)

Aug 12 Anderson Lisa M

Officer · 385 aand · $91,859

Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie

Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR. Rapportageperiode: Q1 2026 · Methodologie · Verkrijg dit via de API