IDEX Ownership | Who Owns IDEX?

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IDEX Ownership Summary

IDEX is owned by 82.27% institutional investors, 0.45% insiders, and 17.28% 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 3.16% of its assets in IDEX shares.

IEX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	IDEX	82.27%	0.45%	17.28%
Sector	Industrials Stocks	50.65%	11.75%	37.60%
Industry	Industrial Machinery Stocks	57.70%	9.34%	32.96%

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
Mirae asset global investments	6.63K	0.01%	-348.32K
Ceredex value advisors	133.20K	0.56%	-303.35K
Franklin resources	7.14K	0.00%	-196.27K

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
Tfo-tdc	-1.00
Abich financial wealth management	-1.00
Corecap advisors	-2.00
Claris advisors, llc / mo /	-3.00
International assets investment management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	615	0.49%	73,933,066	1.59%	97	1.06%	279	10.28%	238	-1.24%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.40M	3.16%	9.15K
Vanguard US Total Market Shares ETF	2.40M	3.16%	1.67K
Vanguard Institutional 500 Index Trust	2.10M	2.77%	3.19K
Vanguard Small Cap Index	1.89M	2.50%	-42.21K
Eaton Vance Atlanta Capital SMID-Cap I	1.33M	1.76%	63.19K
Vanguard Equity-Income Inv	1.32M	1.74%	413.29K
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	1.62%	-47.36K
Pictet Water Segregated Accounts	1.14M	1.51%	1.14M

Recent Insider Transactions

Date	Name	Role	Activity	Value
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	$672.59K
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 82.27%, followed by 0.45% insiders and 17.28% retail investors. The average institutional ownership in IDEX's industry, Industrial Machinery Stocks, is 57.70%, 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 3.16% of its total shares outstanding invested in 2.4M IDEX shares.

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