IDEX Corporation (IEX) Ownership

183.30 ↑2.15 (1.19%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of IDEX Corporation (IEX), owning a total of 9.3 million shares. Combined, the top 34 institutional holders of IEX own 80.76% of the company with a total of 61.2 million shares.

In the latest ownership report on December 31st 2024, the top 34 institutional holders increased their combined ownership of IEX by 504 thousand shares. 12 institutions bought 2,204,612 total additional shares and increased their ownership by an average of 8.19%. However 6 institutions sold 1,700,425 total shares and decreased their ownership by an average of 14.16%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of IDEX Corporation increased by a net total of 504,187 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.280%	0.686%	9,306,008	63,432	2024-12-31
BlackRock Inc	7.684%	-6.667%	5,822,978	-415,925	2024-12-31
Wellington Management Company LLP	5.568%	49.053%	4,219,596	1,388,667	2024-12-31
T. Rowe Price Associates, Inc.	4.839%	8.202%	3,666,777	277,964	2024-12-31
State Street Corp	4.064%	2.040%	3,079,539	61,563	2024-12-31
Morgan Stanley - Brokerage Accounts	3.655%	-4.255%	2,769,872	-123,107	2024-12-31
Geode Capital Management, LLC	2.524%	1.151%	1,912,933	21,758	2024-12-31
T. Rowe Price Investment Management,Inc.	2.466%	0.923%	1,868,919	17,087	2024-12-31
Pictet Asset Manangement SA	2.138%	6.287%	1,620,252	95,840	2024-12-31
Amvescap Plc.	1.767%	-21.770%	1,338,830	-372,580	2024-12-31
Barclays PLC	1.576%	1.399%	1,194,125	16,480	2024-12-31
Champlain Investment Partners, LLC	1.495%	-7.411%	1,132,994	-90,682	2024-12-31
First Trust Advisors L.P.	1.394%	11.145%	1,056,677	105,960	2024-12-31
NORGES BANK	1.372%	11.753%	1,039,983	109,374	2024-12-31
Amundi	1.337%	-38.387%	1,012,896	-631,055	2024-12-31
Van Eck Associates Corporation	1.274%	-6.498%	965,201	-67,076	2024-12-31
Nordea Investment Mgmt Bank Demark A/s	1.138%	5.347%	862,625	43,786	2024-12-31
Fenimore Asset Management Inc	1.108%	0.323%	839,507	2,701	2024-12-31
Alecta Pensionsforsakring, Omsesidigt	1.056%	0.000%	800,000	0	2024-12-31
Alecta Pensionsforsakring, Omsesidigt.	1.056%	0.000%	800,000	0	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.280%	0.686%	9,306,008	63,432	2024-12-31
BlackRock Inc	7.684%	-6.667%	5,822,978	-415,925	2024-12-31
Wellington Management Company LLP	5.568%	49.053%	4,219,596	1,388,667	2024-12-31
T. Rowe Price Associates, Inc.	4.839%	8.202%	3,666,777	277,964	2024-12-31
State Street Corp	4.064%	2.040%	3,079,539	61,563	2024-12-31
State Street Corporation	3.938%	-0.356%	2,980,948	-10,663	2024-03-31
Morgan Stanley - Brokerage Accounts	3.655%	-4.255%	2,769,872	-123,107	2024-12-31
Geode Capital Management, LLC	2.524%	1.151%	1,912,933	21,758	2024-12-31
Impax Asset Management Group PLC	2.497%	-3.519%	1,891,967	-69,015	2024-09-30
T. Rowe Price Investment Management,Inc.	2.466%	0.923%	1,868,919	17,087	2024-12-31
Pictet Asset Manangement SA	2.138%	6.287%	1,620,252	95,840	2024-12-31
Atlanta Capital Management Company,LLC	1.985%	1.225%	1,502,513	18,184	2022-09-30
Amvescap Plc.	1.767%	-21.770%	1,338,830	-372,580	2024-12-31
AllianceBernstein L.P.	1.664%	-29.008%	1,258,350	-514,179	2023-09-30
Barclays PLC	1.576%	1.399%	1,194,125	16,480	2024-12-31
Champlain Investment Partners, LLC	1.495%	-7.411%	1,132,994	-90,682	2024-12-31
Massachusetts Financial Services Company	1.479%	-20.040%	1,118,444	-280,306	2023-06-30
First Trust Advisors L.P.	1.394%	11.145%	1,056,677	105,960	2024-12-31
NORGES BANK	1.372%	11.753%	1,039,983	109,374	2024-12-31
Amundi	1.337%	-38.387%	1,012,896	-631,055	2024-12-31
Goldman Sachs Group Inc	1.302%	139.793%	985,620	574,590	2023-12-31
Van Eck Associates Corporation	1.274%	-6.498%	965,201	-67,076	2024-12-31
FMR Inc	1.242%	-58.816%	939,134	-1,341,188	2023-06-30
Brown Advisory Holdings Inc	1.153%	-4.151%	873,054	-37,806	2024-03-31
Nordea Investment Mgmt Bank Demark A/s	1.138%	5.347%	862,625	43,786	2024-12-31
Fenimore Asset Management Inc	1.108%	0.323%	839,507	2,701	2024-12-31
Balyasny Asset Management LLC	1.059%	600.336%	800,694	686,364	2023-09-30
Alecta Pensionsforsakring, Omsesidigt	1.056%	0.000%	800,000	0	2024-12-31
Alecta Pensionsforsakring, Omsesidigt.	1.056%	0.000%	800,000	0	2024-12-31
JPMorgan Chase & Co	1.054%	-27.807%	798,454	-307,538	2024-06-30
King Luther Capital Management Corp	0.981%	16.179%	742,724	103,432	2024-09-30
Northern Trust Corp	0.939%	-5.221%	710,665	-39,149	2024-03-31
Echo Street Capital Management LLC	0.843%	-9.513%	636,604	-66,929	2022-12-31
Bank of New York Mellon Corp	0.838%	-2.418%	631,642	-15,654	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of IDEX Corporation (IEX), owning a total of 2.4 million shares. Combined, the top 40 mutual fund holders of IEX own 56.21% of the company with a total of 42.6 million shares.

In the latest ownership report on February 28th 2025, the top 40 fund holders increased their combined ownership of IEX by 26 thousand shares. 4 funds bought 27,100 total additional shares and increased their ownership by an average of 0.33%. However 5 funds sold 53,519 total shares and decreased their ownership by an average of 1%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding IDEX Corporation decreased by a net total of -26,419 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.151%	0.505%	2,387,774	12,002	2025-02-28
Vanguard Institutional 500 Index Trust	2.770%	0.612%	2,099,421	12,771	2025-02-28
Vanguard Small Cap Index	2.551%	0.082%	1,933,338	1,575	2025-02-28
Vanguard Small Cap Value Index Inv	1.680%	-0.343%	1,273,395	-4,379	2025-02-28
Champlain Mid Cap Fund, LLC	1.375%	-3.725%	1,042,079	-40,317	2025-02-28
SPDR® S&P 500® ETF Trust	1.232%	-0.746%	933,432	-7,020	2025-02-28
VanEck Morningstar Wide Moat ETF	1.215%	-0.191%	921,048	-1,758	2025-02-28
iShares Core S&P 500 ETF	1.174%	-0.005%	889,458	-45	2025-02-28
Invesco S&P 500® Equal Weight ETF	0.882%	0.113%	668,656	752	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.151%	0.505%	2,387,774	12,002	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.092%	1.990%	2,338,550	45,637	2023-03-31
US Small-Cap Growth II Equity Comp	2.791%	-1.212%	2,115,310	-25,952	2024-12-31
T. Rowe Price New Horizons	2.790%	-0.029%	2,114,699	-611	2025-01-31
Vanguard Institutional 500 Index Trust	2.770%	0.612%	2,099,421	12,771	2025-02-28
Vanguard Small Cap Index	2.551%	0.082%	1,933,338	1,575	2025-02-28
Vanguard 500 Index Investor	2.409%	0.619%	1,821,143	11,201	2023-08-31
Vanguard Equity-Income Inv	1.740%	45.639%	1,318,854	413,291	2024-12-31
Vanguard Small Cap Value Index Inv	1.680%	-0.343%	1,273,395	-4,379	2025-02-28
Eaton Vance Atlanta Capital SMID-Cap I	1.678%	0.000%	1,271,638	0	2025-01-31
Pictet Water Segregated Accounts	1.509%	0.000%	1,142,435	1,142,435	2024-03-31
Impax Water Strategy Composite	1.397%	-0.720%	1,058,832	-7,679	2025-01-31
Champlain Mid Cap Fund, LLC	1.375%	-3.725%	1,042,079	-40,317	2025-02-28
Nordea 1 - Global Climate & Envir BI EUR	1.310%	0.000%	988,187	0	2022-09-30
VanEck Morningstar Wide Moat	1.265%	-1.675%	958,841	-16,334	2024-12-31
Fidelity 500 Index	1.246%	0.443%	944,161	4,166	2025-01-31
SPDR® S&P 500® ETF Trust	1.232%	-0.746%	933,432	-7,020	2025-02-28
VanEck Morningstar Wide Moat ETF	1.215%	-0.191%	921,048	-1,758	2025-02-28
SPDR® S&P 500 ETF Trust	1.176%	0.228%	889,952	2,025	2024-04-30
iShares Core S&P 500 ETF	1.174%	-0.005%	889,458	-45	2025-02-28
Fidelity® 500 Index	1.165%	0.640%	880,975	5,605	2023-11-30
Pictet-Water I EUR	1.146%	-1.922%	868,560	-17,020	2024-11-30
MFS Mid Cap Growth Equity	1.116%	-19.036%	843,650	-198,360	2023-06-30
T. Rowe Price US Mid-Cap Growth Equity	1.074%	-0.428%	814,100	-3,500	2024-12-31
T. Rowe Price Mid-Cap Growth	1.074%	-0.037%	813,800	-300	2025-01-31
AllianceBernstein US L/C Growth Eqty MF	0.985%	-18.865%	744,870	-173,190	2023-05-31
T. Rowe Price US Value Equity Composite	0.976%	-1.314%	738,739	-9,833	2024-06-30
T. Rowe Price Value	0.976%	-1.314%	738,739	-9,833	2024-06-30
T. Rowe Price U.S. Value Equity Tr-Z	0.975%	1.350%	738,314	9,833	2024-06-30
Champlain Mid Cap Adv	0.893%	-0.735%	675,000	-5,000	2022-09-30
Impax Leaders Strategy Composite	0.883%	-0.423%	668,947	-2,840	2025-01-31
Hartford MidCap Y	0.887%	-3.075%	668,865	-21,222	2022-11-30
Invesco S&P 500® Equal Weight ETF	0.882%	0.113%	668,656	752	2025-02-28
MFS Mid Cap Growth A	0.868%	-0.413%	656,165	-2,723	2023-08-31
AB Large Cap Growth A	0.838%	-11.865%	634,595	-85,427	2023-05-31
T. Rowe Price U.S. Large-Cap Core Tr-B	0.811%	16.407%	614,057	86,546	2024-03-31
Principal LargeCap Growth I Instl	0.802%	0.000%	606,474	0	2023-07-31
BNP Paribas Aqua C C	0.776%	-0.001%	587,170	-5	2024-02-29
JPMorgan Mid Cap Value L	0.772%	0.000%	583,254	0	2023-07-31
JPM US Mid Cap Value-Composite	0.756%	-1.888%	572,240	-11,014	2023-12-31