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IEX — IDEX CORP

Reported value held$8.32B
Funds holding (latest)54
SectorIndustrials

Index member: S&P 500

Funds holding (Q2 2026)44
Institutional value$6.40B · 28.43M sh
New / Add / Cut / Exit2 / 21 / 15 / 2
Top-5 / Top-10 concentration51.7% / 70.4%
Institutional holdings change Accumulating +3.5% (+963.33K sh)
Institutional value change Up +23.8%

As of Q2 2026, 44 SEC-registered investment managers reported holding IEX (IDEX CORP) in their latest 13F filings, with a combined reported value of $6.40B across 28.43M shares. That is +3.5% by share count (+963.33K shares) versus the previous quarter, while reported value moved +23.8%. Ownership is concentrated: the five largest holders account for 51.7% of reported value and the top ten for 70.4%.

Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

IEX is a constituent of the S&P 500 and is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 8.99M $1.60B 0.02% Reduce
BlackRock Inc history Q2 2026 5.73M $1.30B 0.02% Add
Morgan Stanley history Q2 2026 2.82M $639.88M 0.04% Reduce
Millennium Management history Q2 2026 2.44M $554.86M 0.21% Add
Geode Capital Management history Q2 2026 2.10M $474.31M 0.03% Hold
Invesco Ltd history Q2 2026 1.50M $340.54M 0.03% Reduce
Amundi US history Q2 2026 1.46M $331.02M 0.08% Add
Wellington Management Group history Q2 2026 1.14M $258.55M 0.05% Reduce
Dodge & Cox history Q4 2025 1.26M $224.66M 0.12% Add
Norges Bank Investment Management history Q2 2026 916.54K $208.01M 0.02% Hold
Point72 Asset Management history Q2 2026 905.94K $205.60M 0.24% Add
Balyasny Asset Management history Q2 2026 846.58K $192.13M 0.25% Add
UBS Group AG history Q2 2026 837.44K $190.06M 0.03% Add
Northern Trust Corp history Q2 2026 763.62K $173.30M 0.02% Add
Citadel Advisors history Q2 2026 749.57K $170.11M 0.02% Reduce
Arrowstreet Capital history Q2 2026 717.08K $162.74M 0.07% Add
Charles Schwab Investment Management history Q2 2026 683.66K $155.16M 0.02% Hold
Two Sigma Investments history Q2 2026 491.15K $111.47M 0.09% Reduce
JPMorgan Chase & Co history Q2 2026 450.86K $102.60M 0.01% New
Legal & General Investment Management America history Q2 2026 444.91K $100.97M 0.02% Reduce

View all 54 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 6.24M 5.82M 5.91M 5.79M 5.68M 5.69M 5.68M 5.73M
Morgan Stanley 175.02K 211.37K 245.90K 530.26K 575.07K 2.15M 2.13M 2.31M 2.25M 2.52M 2.29M 2.72M 2.89M 2.77M 3.16M 3.13M 3.37M 3.27M 3.10M 2.82M
Millennium Management 240.16K 179.32K 325.82K 550.15K 130.36K 8.68K 5.84K 76.18K 47.43K 12.75K 8.45K 138.74K 13.06K 36.57K 487.27K 609.87K 270.23K 1.06M 2.00M 2.44M
Geode Capital Management 1.34M 1.37M 1.44M 1.47M 1.49M 1.53M 1.64M 1.68M 1.72M 1.75M 1.82M 1.87M 1.89M 1.91M 1.97M 2.00M 2.03M 2.03M 2.09M 2.10M
Invesco Ltd 1.76M 1.82M 1.41M 935.45K 1.41M 1.53M 1.65M 1.39M 1.02M 1.08M 1.34M 1.52M 1.71M 1.34M 1.55M 1.56M 1.81M 1.69M 1.63M 1.50M
Amundi US 427.97K 255.10K 526.52K 501.17K 561.70K 552.67K 646.71K 1.02M 1.28M 1.70M 1.30M 1.48M 1.64M 1.01M 1.25M 1.28M 1.52M 1.49M 1.22M 1.46M
Wellington Management Group 3.09M 2.99M 3.11M 3.00M 2.91M 2.81M 2.45M 2.38M 2.23M 2.22M 1.96M 1.36M 2.83M 4.22M 5.05M 6.27M 6.48M 5.69M 1.74M 1.14M
Norges Bank Investment Management — — — — — 992.23K — — — 1.09M — 930.61K — 1.04M — 888.59K — 914.85K — 916.54K
Point72 Asset Management — — — — — — — 834 — — — — — — — — 7.81K 157.11K 830.86K 905.94K
Balyasny Asset Management — 38.72K — 241.89K 32.03K — 81.50K 114.33K 800.69K 74.83K 118.33K — — 67.55K 52.15K — 2.00K 720.14K 816.14K 846.58K
UBS Group AG 127.25K 89.62K 16.41K 16.51K 36.73K 29.79K 57.51K 114.11K 20.65K 57.26K 226.74K 217.25K 286.24K 433.17K 384.17K 710.26K 620.64K 906.71K 654.04K 837.44K
Northern Trust Corp 819.91K 796.69K 792.42K 774.80K 763.75K 882.02K 873.62K 740.60K 785.72K 749.81K 710.66K 699.02K 673.60K 793.62K 778.30K 772.69K 766.00K 748.35K 755.89K 763.62K
Citadel Advisors 148.39K 105.97K 278.69K 348.86K 40.91K 17.80K 5.82K 242.65K 33.53K 260.17K 6.70K 168.23K 89.63K 424.43K 21.98K 93.98K 349.55K 559.92K 832.05K 749.57K
Arrowstreet Capital — — — — — — — — — — — — — 2.14K 25.23K 111.16K 193.98K 463.26K 699.79K 717.08K
Charles Schwab Investment Management 518.94K 532.91K 549.75K 558.30K 567.36K 586.56K 588.80K 585.98K 593.54K 608.74K 615.92K 625.81K 630.44K 640.18K 648.48K 661.11K 658.99K 667.13K 685.93K 683.66K
Two Sigma Investments — 23.72K 162.24K 112.53K 76.44K — 11.62K 296.48K 314.41K 364.86K 261.15K 368.29K 334.33K 161.97K 138.20K 60.23K 329.34K 257.01K 497.67K 491.15K
JPMorgan Chase & Co 909.07K 860.69K 1.08M 1.06M 1.03M 960.64K 955.73K 1.11M 1.06M 1.02M 1.11M 798.45K 295.57K 263.23K 308.26K 482.81K 407.05K 348.33K — 450.86K
Legal & General Investment Management America 558.25K 545.85K 530.46K 521.96K 531.05K 522.90K 535.32K 579.50K 557.98K 640.99K 607.34K 600.83K 614.01K 487.26K 528.67K 477.23K 496.45K 483.69K 471.04K 444.91K
Deutsche Bank AG 229.07K 256.05K 260.07K 229.20K 227.00K 240.86K 234.67K 215.95K 244.61K 248.76K 261.45K 305.96K 386.09K 463.35K 470.50K 380.58K 389.22K 489.44K 431.88K 426.90K
Goldman Sachs Group 446.66K 472.06K 565.68K 474.03K 442.30K 280.70K 226.02K 266.93K 411.03K 492.81K 429.14K 442.84K 464.56K 523.14K 440.84K 489.33K 685.28K 494.34K 315.56K 372.73K

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