Ranked by reported Q2 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 | $1.30B | +1.0% | 7.779% | 0.02% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 4.8M | $1.10B | -0.2% | 6.571% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $847.5M | -0.9% | 5.065% | 0.04% |
| 4 | STATE STREET CORP | 3.3M | $752.9M | +3.5% | 4.500% | 0.01% |
| 5 | PRIMECAP MANAGEMENT CO/CA/ | 3.3M | $749.0M | -0.1% | 4.476% | 0.44% |
| 6 | MORGAN STANLEY | 2.8M | $639.9M | -9.0% | 3.825% | 0.03% |
| 7 | MILLENNIUM MANAGEMENT LLC | 2.4M | $554.9M | +22.5% | 3.316% | 0.20% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $474.3M | +0.3% | 2.846% | 0.03% |
| 9 | NORDEA INVESTMENT MANAGEMENT AB | 1.8M | $419.0M | -1.7% | 2.499% | 0.34% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 1.5M | $346.4M | +0.9% | 2.071% | 0.19% |
| 11 | Invesco Ltd. | 1.5M | $340.5M | -7.7% | 2.035% | 0.03% |
| 12 | Amundi | 1.5M | $331.0M | +19.7% | 1.979% | 0.08% |
| 13 | Pictet Asset Management Holding SA | 1.3M | $285.6M | +93.0% | 1.707% | 0.27% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1.1M | $258.5M | -34.5% | 1.545% | 0.04% |
| 15 | Alyeska Investment Group, L.P. | 1.0M | $236.6M | +101.4% | 1.414% | 0.61% |
| 16 | Impax Asset Management Group plc | 962K | $218.3M | +1.5% | 1.305% | 1.42% |
| 17 | NORGES BANK | 917K | $208.0M | β | 1.243% | 0.02% |
| 18 | Point72 Asset Management, L.P. | 906K | $205.6M | +9.0% | 1.229% | 0.23% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 850K | $192.8M | +4.2% | 1.153% | 0.03% |
| 20 | BALYASNY ASSET MANAGEMENT L.P. | 847K | $192.1M | +3.7% | 1.148% | 0.24% |
| 21 | UBS Group AG | 837K | $190.1M | +28.0% | 1.136% | 0.02% |
| 22 | FENIMORE ASSET MANAGEMENT INC | 800K | $181.5M | +0.2% | 1.085% | 3.76% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 767K | $174.2M | +6.1% | 1.041% | 0.03% |
| 24 | NORTHERN TRUST CORP | 764K | $173.3M | +1.0% | 1.036% | 0.02% |
| 25 | CITADEL ADVISORS LLC | 750K | $170.1M | -9.9% | 1.017% | 0.01% |
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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 686 | +3.0% | 102.02% | +0.35 pp | $16.66B | +21% |
| Q1 2026 | 666 | +8.1% | 101.67% | 2.75 pp | $13.73B | +4.8% |
| Q4 2025 | 616 | +0.5% | 104.42% | +2.89 pp | $13.10B | +13% |
| Q3 2025 | 613 | 2.2% | 101.53% | 2.79 pp | $11.63B | 3.4% |
| Q2 2025 | 627 | +1.6% | 104.32% | +4.12 pp | $12.04B | +1.5% |
| Q1 2025 | 617 | +2.7% | 100.20% | +0.26 pp | $11.86B | 13% |
| Q4 2024 | 601 | +2.0% | 99.94% | +1.36 pp | $13.68B | +1.7% |
| Q3 2024 | 589 | β | 98.58% | β | $13.46B | 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 Q2 2026 13F filings, institutional ownership of IDEX Corporation stands at 102.0%, held across 686 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IEX, with approximately 5,734,272 shares worth $1.30B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of IEX, including MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P., CITADEL ADVISORS LLC.
Our composite Smart Money Score for IEX is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
81 institutions opened new positions in IEX during Q2 2026, while 66 fully exited. 511 added to existing positions and 70 trimmed.
IEX institutional ownership rose by 0.35 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 43.1% of all reported 13F value in IEX, and the top 25 account for 63.3%.
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