IEX Institutional Ownership & Shareholders
IDEX CORP (IEX) is currently held by 698 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of IEX tracked by InsiderSet, reporting ownership valued at approximately $1.30B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.34B, representing an estimated gain of +3.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed IEX value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in IDEX CORP (IEX).
This page ranks the largest institutional IEX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
698
Total Reported Value
$16.50B
Largest Holder
Blackrock, Inc.
Largest Position
$1.30B
Insider Transactions (90d)
5
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 5,734,272 | $1,301,392,952 | $1,340,902,164 | +$39,509,212 | +3.04% | |
| Vanguard Capital Management Llc | 0.02% | 4,844,404 | $1,099,437,488 | $1,132,815,431 | +$33,377,943 | +3.04% | |
| Vanguard Portfolio Management Llc | 0.04% | 3,734,233 | $847,484,179 | $873,213,045 | +$25,728,866 | +3.04% | |
| State Street Corp | 0.02% | 3,317,393 | $752,882,341 | $775,739,179 | +$22,856,838 | +3.04% | |
| Primecap Management Co/Ca/ | 0.44% | 3,300,072 | $748,951,342 | $771,688,836 | +$22,737,494 | +3.04% | |
| Morgan Stanley | 0.03% | 2,819,465 | $639,878,493 | $659,303,696 | +$19,425,203 | +3.04% | |
| Millennium Management Llc | 0.36% | 2,369,834 | $537,833,826 | $554,161,983 | +$16,328,157 | +3.04% | |
| Geode Capital Management, Llc | 0.03% | 2,097,826 | $474,309,293 | $490,555,632 | +$16,246,339 | +3.43% | |
| Nordea Investment Management Ab | 0.34% | 1,842,144 | $418,977,232 | $430,766,953 | +$11,789,721 | +2.81% | |
| Victory Capital Management Inc | 0.19% | 1,526,370 | $346,409,671 | $356,926,361 | +$10,516,690 | +3.04% | |
| Invesco Ltd. | 0.03% | 1,500,523 | $340,543,697 | $350,882,298 | +$10,338,601 | +3.04% | |
| Pictet Asset Management Holding Sa | 0.27% | 1,258,476 | $285,605,987 | $294,282,028 | +$8,676,041 | +3.04% | |
| Wellington Management Group Llp | 0.04% | 1,139,217 | $258,545,299 | $266,394,503 | +$7,849,204 | +3.04% | |
| Alyeska Investment Group, L.P. | 0.61% | 1,042,703 | $236,641,446 | $243,825,670 | +$7,184,224 | +3.04% | |
| Impax Asset Management Group Plc | 1.42% | 962,000 | $218,325,851 | $224,954,080 | +$6,628,229 | +3.04% | |
| Norges Bank | 0.02% | 916,538 | $208,008,299 | $214,323,246 | +$6,314,947 | +3.04% | |
| Point72 Asset Management, L.P. | 0.31% | 905,936 | $205,602,175 | $211,844,074 | +$6,241,899 | +3.04% | |
| Dimensional Fund Advisors Lp | 0.03% | 849,649 | $192,824,438 | $198,681,922 | +$5,857,484 | +3.04% | |
| Balyasny Asset Management L.P. | 0.35% | 846,581 | $192,131,558 | $197,964,501 | +$5,832,943 | +3.04% | |
| Ubs Group Ag | 0.03% | 825,098 | $187,255,990 | $192,940,916 | +$5,684,926 | +3.04% | |
| Fenimore Asset Management Inc | 3.87% | 772,862 | $176,197,086 | $180,726,050 | +$4,528,964 | +2.57% | |
| Northern Trust Corp | 0.02% | 763,615 | $173,302,425 | $178,563,732 | +$5,261,307 | +3.04% | |
| Fisher Asset Management, Llc | 0.05% | 748,815 | $169,943,649 | $175,102,900 | +$5,159,251 | +3.04% | |
| Arrowstreet Capital, Limited Partnership | 0.07% | 717,081 | $162,741,533 | $167,682,221 | +$4,940,688 | +3.04% | |
| Citadel Advisors Llc | 0.09% | 706,368 | $160,310,218 | $165,177,093 | +$4,866,875 | +3.04% | |
| Charles Schwab Investment Management Inc | 0.02% | 683,662 | $155,157,091 | $159,867,522 | +$4,710,431 | +3.04% | |
| Flossbach Von Storch Se | 0.71% | 612,907 | $139,730,538 | $143,322,173 | +$3,591,635 | +2.57% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.16% | 604,718 | $137,239,907 | $141,407,257 | +$4,167,350 | +3.04% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.03% | 723,589 | $137,156,296 | $169,204,052 | +$32,047,756 | +23.37% | |
| Westfield Capital Management Co Lp | 0.38% | 513,564 | $116,553,350 | $120,091,806 | +$3,538,456 | +3.04% | |
| Two Sigma Investments, Lp | 0.08% | 491,153 | $111,467,173 | $114,851,218 | +$3,384,045 | +3.04% | |
| First Trust Advisors Lp | 0.07% | 491,135 | $111,462,871 | $114,847,008 | +$3,384,137 | +3.04% | |
| Jpmorgan Chase & Co | 0.01% | 450,855 | $102,597,150 | $105,427,933 | +$2,830,783 | +2.76% | |
| Freestone Grove Partners Lp | 0.67% | 451,742 | $102,522,847 | $105,635,349 | +$3,112,502 | +3.04% | |
| Legal & General Group Plc | 0.02% | 444,906 | $100,971,420 | $104,036,819 | +$3,065,399 | +3.04% | |
| Snyder Capital Management L P | 1.73% | 440,952 | $100,074,056 | $103,112,216 | +$3,038,160 | +3.04% | |
| Deutsche Bank Ag\ | 0.03% | 426,901 | $96,885,182 | $99,826,530 | +$2,941,348 | +3.04% | |
| Thrivent Financial For Lutherans | 0.16% | 418,333 | $94,940,000 | $97,822,989 | +$2,882,989 | +3.04% | |
| Vanguard Fiduciary Trust Co | 0.02% | 415,505 | $94,298,860 | $97,161,689 | +$2,862,829 | +3.04% | |
| Jane Street Group, Llc | 0.06% | 411,838 | $93,466,634 | $96,304,198 | +$2,837,564 | +3.04% | |
| Hsbc Holdings Plc | 0.04% | 403,063 | $91,474,457 | $94,252,252 | +$2,777,795 | +3.04% | |
| Adage Capital Partners Gp, L.L.C. | 0.13% | 393,913 | $89,398,555 | $92,112,616 | +$2,714,061 | +3.04% | |
| Alecta Tjanstepension Omsesidigt | 0.36% | 379,500 | $86,066,805 | $88,742,280 | +$2,675,475 | +3.11% | |
| Boston Trust Walden Corp | 0.68% | 371,595 | $84,716,228 | $86,893,775 | +$2,177,547 | +2.57% | |
| Goldman Sachs Group Inc | 0.01% | 372,728 | $84,590,618 | $87,158,716 | +$2,568,098 | +3.04% | |
| Bank Of America Corp | 0.01% | 355,083 | $80,585,992 | $83,032,609 | +$2,446,617 | +3.04% | |
| Bank Of New York Mellon Corp | 0.01% | 350,026 | $79,438,353 | $81,850,080 | +$2,411,727 | +3.04% | |
| Findlay Park Partners Llp | 0.98% | 321,299 | $72,918,808 | $75,132,558 | +$2,213,750 | +3.04% | |
| Fmr Llc | 0.00% | 320,087 | $72,643,523 | $74,849,144 | +$2,205,621 | +3.04% | |
| Schonfeld Strategic Advisors Llc | 0.35% | 291,627 | $66,184,744 | $68,194,058 | +$2,009,314 | +3.04% |
Frequently asked questions about IEX
Who are the largest institutional holders of IEX?
The largest institutional holders of IEX reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, State Street Corp, and Primecap Management Co/Ca/. InsiderSet ranks institutional holders by their latest reported IEX position.
What is IEX institutional ownership?
This page tracks IEX positions reported by institutional investment managers through SEC Form 13F. IDEX CORP (IEX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IEX?
InsiderSet currently tracks 698 institutional managers reporting IEX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IEX shareholders.
How much IEX stock do institutions own?
Institutional investment managers disclosed approximately $16.50B in IEX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IEX institutional ownership last updated?
The latest IEX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IEX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IEX position after the reporting date.
Are institutions buying or selling IEX?
Institutional buying and selling can be analyzed by comparing IEX positions across consecutive 13F reporting periods. InsiderSet's IEX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IEX ownership changes.
How has IEX institutional ownership changed over time?
InsiderSet tracks IEX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.