IDEX Corporation

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TickerIEX

Sector · IndustryIndustrialsSpecialty Industrial Machinery

13D/G

SecurityCommon Stock · US

CUSIP45167R104

Ask AIAsk AI about IEX

IEX institutional ownership changes in Q2 2026: 145 institutions opened or added positions, 133 trimmed or exited. IEX (IDEX Corporation) is held by 278 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($1.3B), Vanguard Capital Management LLC ($1.1B), Vanguard Portfolio Management LLC ($847.5M). Institutions were buying, on balance.

278

Holders

(14 Elite)

$15.3B

Total Value

52% (278)

Consensus

145 buying - 133 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

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Institutional (13F)••

Insider (Form 4)••

Activist (13D/13G)••

Congressional (STOCK Act)••

Holder Quality

••

★★★★★

Elite

••

★★★★

Strong

••

★★★

Solid

••

★★

Below

••

★

Weak

Held by 278 funds

14 elite

Who's Trading

Latest move

Source dates: Price Nov 6, 2026 · Insiders Sep 18, 2026 · Activists May 15, 2026 · Congress Nov 21, 2025

InsiderInsSLSimmons William L.Tax 218 shSep 16, 2026

InsiderInsTMTereso Tara M.Tax 290 shSep 16, 2026

InsiderInsTMTereso Tara M.Tax 138 shSep 11, 2026

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Top Holders

FundsInsidersCongressActivists

Holdings (278)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	5.7M(+1.0%)	$1.3B	0.0%	+14.41%	32
VAVanguard Capital Management LLC	Decreased	4.8M(-0.2%)	$1.1B	0.0%	+26.48%	0
VPVanguard Portfolio Management LLC	Decreased	3.7M(-0.9%)	$847.5M	0.0%	+26.48%	0
State Street Corp.	Increased	3.3M(+3.5%)	$752.9M	0.0%	+50.99%	33
PRIMECAP Management Co.	Decreased	3.3M(-0.1%)	$749M	0.4%	+44.19%	0
Morgan Stanley	Decreased	2.8M(-9.0%)	$639.9M	0.0%	+24.66%	0
Millennium Management LLC	Increased	2.4M(+18.7%)	$537.8M	0.2%	+26.03%	44
Geode Capital Management, LLC	Increased	2.1M(+0.3%)	$474.3M	0.0%	+49.92%	31
Nordea Investment Management AB	Decreased	1.8M(-1.7%)	$419M	0.3%	+35.05%	0
Victory Capital Management Inc.	Increased	1.5M(+0.9%)	$346.4M	0.2%	+26.37%	37
Invesco Ltd.	Decreased	1.5M(-7.7%)	$340.5M	0.0%	+28.65%	0
Amundi	Increased	1.5M(+19.6%)	$331M	0.1%	+21.17%	37
Pictet Asset Management Holding SA	Increased	1.3M(+93.0%)	$285.6M	0.3%	+8.24%	59
Wellington Management Group LLP	Decreased	1.1M(-34.5%)	$258.5M	0.0%	+30.22%	0
AIAlyeska Investment Group, L.P.	Increased	1M(+101.4%)	$236.6M	0.6%	+14.83%	70
Impax Asset Management Group plc	Increased	962,000(+1.5%)	$218.3M	1.4%	+40.98%	49
Point72 Asset Management, L.P.	Increased	905,936(+9.0%)	$205.6M	0.2%	+25.88%	40
Dimensional Fund Advisors LP	Increased	849,649(+4.2%)	$192.8M	0.0%	+33.22%	32
Balyasny Asset Management L.P.	Increased	846,581(+3.7%)	$192.1M	0.2%	+32.85%	38
UBS Group AG	Increased	825,098(+28.6%)	$187.3M	0.0%	+20.44%	38

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IEXIDEX Corporation

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Questions investors ask about IEX

Who owns IEX?

278 institutional investors held IEX on June 30, 2026, led by BlackRock, Inc. ($1.3B), Vanguard Capital Management LLC ($1.1B) and Vanguard Portfolio Management LLC ($847.5M).

How many hedge funds hold IEX?

278 institutional investors reported IEX in their 13F filings for the quarter ended June 30, 2026, $15.3B in all. 14 of them are rated Elite.

Are institutions buying or selling IEX?

Buying, on balance. In Q2 2026, 145 institutions opened or added to positions in IEX and 133 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer