Security record
IEX
IDEX Corporation · Industrials · Industrial - Machinery
161Tracked holders
-1Δ holders
56.51MShares held
$12.81BReported value
+4New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -0.6% ·
share flow +0.6% ·
net new positions 0.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.73M | +1.0% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Vanguard Capital Management Llc | 4.84M | -0.2% | $1.10B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passive) | 3.32M | +3.5% | $752.88M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | PRIMECAP Management ✦ | 3.30M | -0.1% | $748.95M | 0.4% | ▼ Trim | 9 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 2.82M | -9.0% | $639.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Millennium Management ✦ | 2.37M | +18.7% | $537.83M | 0.4% | ▲ Add | 9 | SEC ↗ |
| 43 | Geode Capital Management ✦ (passive) | 2.10M | +0.3% | $474.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 44 | Geode Capital Management ✦ (passive) | 2.10M | +0.3% | $474.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 45 | Nordea Investment Management Ab | 1.84M | -1.7% | $418.98M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 46 | Nordea Investment Management Ab | 1.84M | -1.7% | $418.98M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 47 | Nordea Investment Management Ab | 1.84M | -1.7% | $418.98M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 48 | Nordea Investment Management Ab | 1.84M | -1.7% | $418.98M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 49 | Victory Capital Management Inc | 1.53M | +0.9% | $346.41M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Victory Capital Management Inc | 1.53M | +0.9% | $346.41M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 51 | Victory Capital Management Inc | 1.53M | +0.9% | $346.41M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 52 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Invesco Ltd. | 1.50M | -7.7% | $340.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Amundi | 1.46M | +19.6% | $331.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Amundi | 1.46M | +19.6% | $331.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Amundi | 1.46M | +19.6% | $331.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Amundi | 1.46M | +19.6% | $331.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Amundi | 1.46M | +19.6% | $331.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Pictet Asset Management Holding SA | 1.26M | +93.0% | $285.61M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 69 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 70 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 71 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 72 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 74 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 75 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 76 | Wellington Management ✦ | 1.14M | -34.5% | $258.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 77 | Alyeska Investment Group, L.P. | 1.04M | +101.4% | $236.64M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 78 | Norges Bank ✦ (passive) | 916.54K | New | $208.01M | 0.0% | New | 1 | SEC ↗ |
| 79 | Point72 Asset Management ✦ | 905.94K | +9.0% | $205.60M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 80 | Dimensional Fund Advisors Lp | 849.65K | +4.2% | $192.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Dimensional Fund Advisors Lp | 849.65K | +4.2% | $192.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Dimensional Fund Advisors Lp | 849.65K | +4.2% | $192.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Dimensional Fund Advisors Lp | 849.65K | +4.2% | $192.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Dimensional Fund Advisors Lp | 849.65K | +4.2% | $192.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Balyasny Asset Management L.P. | 846.58K | +3.7% | $192.13M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 86 | UBS Group AG | 825.10K | +28.6% | $187.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | UBS Group AG | 825.10K | +28.6% | $187.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | UBS Group AG | 825.10K | +28.6% | $187.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | UBS Group AG | 825.10K | +28.6% | $187.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | UBS Group AG | 825.10K | +28.6% | $187.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 767.47K | +6.1% | $174.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $208.01M | 0.0% |
Exited
| State Farm Mutual Automobile… | $61.86M | was 0.0% |
| Connor, Clark & Lunn… | $3.05M | was 0.0% |
| Massachusetts Financial… | $563,532 | was 0.0% |
| Wcm Investment Management, Llc | $511,754 | 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: Q2 2026 ·
Methodology ·
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