IDEX Ownership | Who Owns IDEX?

Overview Forecast RevenueFinancials Chart Transcripts

IDEX Ownership Summary

IDEX is owned by 97.54% institutional investors, 0.20% insiders, and 2.26% retail investors. Vanguard group is the largest institutional shareholder, holding 12.29% of IEX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.22% of its assets in IDEX shares.

IEX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	IDEX	97.54%	0.20%	2.26%
Sector	Industrials Stocks	39.36%	12.62%	48.02%
Industry	Industrial Machinery Stocks	44.92%	9.15%	45.93%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	9.31M	12.29%	$1.95B
Blackrock	6.20M	8.19%	$1.25B
Blackrock funding, inc. /de	5.82M	7.69%	$1.22B
Wellington management group llp	4.22M	5.57%	$883.12M
Price t rowe associates inc /md/	3.67M	4.84%	$767.42M
State street	3.00M	3.97%	$604.18M
Morgan stanley	2.72M	3.59%	$547.04M
Geode capital management	1.91M	2.53%	$399.35M
T. rowe price investment management	1.87M	2.47%	$391.15M
Impax asset management group	1.80M	2.38%	$376.63M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ecofi investissements sa	42.80K	5.13%	$8.30M
Ensemble capital management	254.85K	3.99%	$51.28M
Maren capital	248.12K	3.97%	$51.93M
Fenimore asset management	839.51K	3.69%	$175.70M
Mountain pacific investment advisers inc/id	244.16K	3.59%	$51.10M
Weitz investment management	330.50K	3.57%	$69.17M
Premier fund managers	300.00K	2.23%	$62.60M
Northstar asset management	38.29K	2.10%	$8.01M
Snyder capital management l p	480.19K	2.10%	$100.50M
Speece thorson capital group	48.22K	1.99%	$10.09M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	4.22M	0.16%	1.39M
Norges bank	1.04M	0.03%	1.04M
Morgan stanley	2.72M	0.04%	428.41K
Price t rowe associates inc /md/	3.67M	0.09%	277.96K
Allianz asset management gmbh	406.64K	0.11%	232.25K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	5.82M	0.02%	-415.93K
Invesco	1.34M	0.05%	-372.58K
Fundsmith llp	-	-	-362.50K
Mirae asset global investments	6.63K	0.01%	-348.32K
Capital world investors	-	-	-200.00K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.04M	0.03%	1.04M	$217.66M
Raymond james financial	169.03K	0.01%	169.03K	$35.38M
Deprince race & zollo	145.55K	0.60%	145.55K	$30.46M
Rockefeller capital management	109.05K	0.06%	109.05K	$22.82M
Balyasny asset management	67.55K	0.02%	67.55K	$14.14M

Sold Out

Holder	Change
Abich financial wealth management	-1.00
Nvwm	-1.00
Activest wealth management	-1.00
Tfo-tdc	-1.00
Corecap advisors	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	626	-0.16%	73,834,400	-1.19%	97	1.00%	298	3.83%	220	1.85%
Dec 31, 2024	507	-16.89%	62,277,544	-14.94%	82	0.88%	221	-20.22%	180	-18.55%
Sep 30, 2024	604	-4.28%	73,184,251	-0.77%	96	1.02%	274	-13.56%	218	13.54%
Jun 30, 2024	624	0.65%	73,735,787	2.22%	97	1.07%	314	14.60%	189	-15.63%
Mar 31, 2024	620	0.81%	72,136,215	-2.43%	95	1.00%	274	-1.79%	224	-5.88%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.43M	3.22%	35.69K
Vanguard US Total Market Shares ETF	2.40M	3.16%	1.67K
Vanguard Institutional 500 Index Trust	2.14M	2.83%	33.43K
Vanguard Small Cap Index	1.90M	2.52%	11.49K
Vanguard Equity-Income Inv	1.74M	2.30%	416.60K
Eaton Vance Atlanta Capital SMID-Cap I	1.33M	1.77%	-
US Small-Cap Growth II Equity Comp	1.30M	1.71%	-820.03K
T. Rowe Price New Horizons	1.30M	1.71%	-437.65K
Vanguard Small Cap Value Index Inv	1.23M	1.63%	3.87K
Impax Water Strategy Composite	1.15M	1.52%	89.63K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 05, 2025	Mahendra Akhil	Interim CFO	Sell	$45.22K
Feb 09, 2023	Grogan William K	SVP, Chief Financial Officer	Sell	$720.07K
Nov 02, 2022	SATTERTHWAITE LIVINGSTON	-	Sell	$684.77K
Oct 28, 2022	ASHLEMAN ERIC D	CEO and President	Sell	$2.06M
Oct 28, 2022	ASHLEMAN ERIC D	CEO and President	Sell	$732.81K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	-

IEX Ownership FAQ

Who Owns IDEX?

IDEX shareholders are primarily institutional investors at 97.54%, followed by 0.20% insiders and 2.26% retail investors. The average institutional ownership in IDEX's industry, Industrial Machinery Stocks, is 44.92%, which IDEX exceeds.

Who owns the most shares of IDEX?

IDEX’s largest shareholders are Vanguard group (9.31M shares, 12.29%), Blackrock (6.2M shares, 8.19%), and Blackrock funding, inc. /de (5.82M shares, 7.69%). Together, they hold 28.17% of IDEX’s total shares outstanding.

Does Blackrock own IDEX?

Yes, BlackRock owns 8.19% of IDEX, totaling 6.2M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.25B$. In the last quarter, BlackRock increased its holdings by 115.2K shares, a 1.89% change.

Who is IDEX’s biggest shareholder by percentage of total assets invested?

Ecofi investissements sa is IDEX’s biggest shareholder by percentage of total assets invested, with 5.13% of its assets in 42.8K IDEX shares, valued at 8.3M$.

Who is the top mutual fund holder of IDEX shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of IDEX shares, with 3.22% of its total shares outstanding invested in 2.43M IDEX shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools