Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.7M | $1.08B | -0.2% | 7.635% | 0.02% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 4.9M | $920.2M | β | 6.530% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | $714.4M | β | 5.069% | 0.04% |
| 4 | PRIMECAP MANAGEMENT CO/CA/ | 3.3M | $626.1M | +2.4% | 4.442% | 0.49% |
| 5 | STATE STREET CORP | 3.2M | $607.6M | +1.0% | 4.311% | 0.02% |
| 6 | MORGAN STANLEY | 3.1M | $587.4M | -5.1% | 4.168% | 0.04% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $394.9M | +2.7% | 2.812% | 0.02% |
| 8 | MILLENNIUM MANAGEMENT LLC | 2.0M | $378.3M | +87.6% | 2.685% | 0.25% |
| 9 | NORDEA INVESTMENT MANAGEMENT AB | 1.9M | $349.0M | -16.9% | 2.520% | 0.33% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 1.7M | $329.5M | -69.5% | 2.338% | 0.06% |
| 11 | Invesco Ltd. | 1.6M | $308.3M | -3.9% | 2.188% | 0.05% |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 1.5M | $286.6M | +6890.0% | 2.034% | 0.18% |
| 13 | Amundi | 1.2M | $231.2M | -18.0% | 1.640% | 0.06% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.1M | $207.4M | +215.0% | 1.472% | 0.02% |
| 15 | Impax Asset Management Group plc | 948K | $179.7M | -44.5% | 1.275% | 1.25% |
| 16 | CITADEL ADVISORS LLC | 832K | $157.7M | +48.6% | 1.119% | 0.07% |
| 17 | Point72 Asset Management, L.P. | 831K | $157.5M | +428.8% | 1.117% | 0.22% |
| 18 | BALYASNY ASSET MANAGEMENT LLC | 816K | $154.7M | +13.3% | 1.098% | 0.53% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 816K | $154.6M | +4.0% | 1.097% | 0.03% |
| 20 | FENIMORE ASSET MANAGEMENT INC | 798K | $151.3M | -2.6% | 1.073% | 3.37% |
| 21 | NORTHERN TRUST CORP | 756K | $143.3M | +1.0% | 1.017% | 0.02% |
| 22 | FLOSSBACH VON STORCH AG | 740K | $140.3M | -7.2% | 0.996% | 0.65% |
| 23 | UBS ASSET MANAGEMENT AMERICAS INC | 724K | $137.2M | +2.4% | 0.973% | 0.03% |
| 24 | Fisher Asset Management, LLC | 708K | $134.2M | +8.0% | 0.953% | 0.05% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 700K | $132.6M | +51.1% | 0.941% | 0.07% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IEX β a direct measure of their conviction.
Filings activity in IEX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IEX position in Q1 2026
Institutions that fully closed their IEX position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 655 | +6.7% | 82.55% | +1.91 pp | $13.41B | +2.4% |
| Q4 2025 | 614 | +0.3% | 80.64% | +9.03 pp | $13.10B | +13% |
| Q3 2025 | 612 | 2.4% | 71.61% | 2.50 pp | $11.63B | 3.4% |
| Q2 2025 | 627 | +1.6% | 74.11% | +1.09 pp | $12.04B | +1.5% |
| Q1 2025 | 617 | +2.7% | 73.02% | 11.21 pp | $11.86B | 13% |
| Q4 2024 | 601 | +2.0% | 84.23% | +1.36 pp | $13.68B | +1.7% |
| Q3 2024 | 589 | 3.4% | 82.87% | +4.08 pp | $13.46B | +5.2% |
| Q2 2024 | 610 | β | 78.79% | β | $12.80B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IEX stock.
Based on Q1 2026 13F filings, institutional ownership of IDEX Corporation stands at 82.5%, held across 655 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IEX, with approximately 5,676,192 shares worth $1.08B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of IEX, including MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC, Point72 Asset Management, L.P., Fisher Asset Management, LLC.
Our composite Smart Money Score for IEX is 78 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
115 institutions opened new positions in IEX during Q1 2026, while 74 fully exited. 403 added to existing positions and 132 trimmed.
IEX institutional ownership rose by 1.91 percentage points quarter-over-quarter, with a net change of +41 holders.
The top 10 institutions account for 44.6% of all reported 13F value in IEX, and the top 25 account for 64.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
IDEX Corporation (IEX) Institutional Ownership