IDEX Ownership | Who Owns IDEX?

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IDEX Ownership Summary

IDEX is owned by 79.19% institutional investors, 0.24% insiders, and 20.57% retail investors. Vanguard group is the largest institutional shareholder, holding 12.02% of IEX shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.16% of its assets in IDEX shares.

IEX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	IDEX	79.19%	0.24%	20.57%
Sector	Industrials Stocks	47.66%	12.52%	39.82%
Industry	Industrial Machinery Stocks	47.74%	9.56%	42.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.99M	12.02%	$1.60B
Wellington management group llp	6.48M	8.57%	$1.05B
Blackrock	6.20M	8.19%	$1.25B
Blackrock funding, inc. /de	5.69M	7.55%	$1.01B
Morgan stanley	3.27M	4.34%	$581.22M
Primecap management co/ca/	3.23M	4.29%	$574.17M
State street	3.15M	4.17%	$513.47M
Nordea investment management ab	2.26M	3.01%	$401.42M
Geode capital management	2.03M	2.70%	$360.74M
Van eck associates	1.91M	2.53%	$311.38M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ecofi investissements sa	26.10K	5.10%	$4.25M
Regents gate capital llp	81.52K	4.64%	$14.51M
Weitz investment management	391.48K	4.13%	$69.66M
Ensemble capital management	254.85K	3.99%	$51.28M
Mountain pacific investment advisers inc/id	120.38K	3.47%	$21.42M
Speece thorson capital group	85.11K	3.28%	$15.14M
Redwood grove capital	66.10K	3.08%	$10.76M
Fenimore asset management	819.20K	3.04%	$145.77M
Nuance investments	117.45K	2.30%	$20.90M
Maren capital	248.91K	2.26%	$40.51M

Top Buyers

Holder	Shares	% Assets	Change
Primecap management co/ca/	3.23M	0.43%	1.50M
Norges bank	914.85K	0.02%	914.85K
Dodge & cox	344.34K	0.03%	344.34K
Ubs group	894.37K	0.03%	286.07K
Two sigma investments, lp	329.34K	0.08%	269.11K

Top Sellers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	374.12K	0.01%	-1.64M
T. rowe price investment management	636.94K	0.06%	-852.35K
Ccla investment management	-	-	-385.62K
Fundsmith llp	-	-	-362.50K
Qube research	311.55K	0.05%	-341.11K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	914.85K	0.02%	914.85K	$162.79M
Dodge & cox	344.34K	0.03%	344.34K	$56.05M
Redwood grove capital	66.10K	3.08%	66.10K	$10.76M
Sienna gestion	45.05K	0.47%	45.05K	$6.69M
Trexquant investment lp	33.90K	0.06%	33.90K	$5.52M

Sold Out

Holder	Change
Halbert hargrove global advisors	-1.00
Abich financial wealth management	-1.00
Gps wealth strategies group	-1.00
Tfo-tdc	-1.00
Stephens consulting	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	511	-19.65%	59,237,166	-21.67%	79	0.79%	225	-21.60%	180	-27.42%
Sep 30, 2025	612	-3.32%	73,926,495	1.25%	97	1.05%	278	-17.51%	236	14.01%
Jun 30, 2025	629	-0.79%	77,024,621	4.03%	101	1.06%	336	10.53%	205	-6.82%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	2.40M	3.16%	1.67K
Vanguard Total Stock Mkt Idx Inv	2.35M	3.16%	4.72K
Vanguard Equity-Income Inv	2.24M	3.02%	-206.86K
Vanguard Institutional 500 Index Trust	2.15M	2.85%	18.56K
Vanguard 500 Index Investor	1.91M	2.56%	11.84K
VanEck Morningstar Wide Moat	1.87M	2.51%	70.78K
VanEck Morningstar Wide Moat ETF	1.83M	2.46%	-2.25K
Vanguard Small Cap Index	1.70M	2.28%	-240.00
Vanguard PRIMECAP Inv	1.38M	1.86%	1.17M
Eaton Vance Atlanta Capital SMID-Cap I	1.36M	1.83%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 05, 2025	Christenson Carl R	-	Buy	$101.65K
Aug 07, 2025	Helmkamp Katrina L	-	Buy	$399.03K
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	1	-
2025 Q3	1	-
2025 Q2	-	1
2025 Q1	-	-

IEX Ownership FAQ

Who Owns IDEX?

IDEX shareholders are primarily institutional investors at 79.19%, followed by 0.24% insiders and 20.57% retail investors. The average institutional ownership in IDEX's industry, Industrial Machinery Stocks, is 47.74%, which IDEX exceeds.

Who owns the most shares of IDEX?

IDEX’s largest shareholders are Vanguard group (8.99M shares, 12.02%), Wellington management group llp (6.48M shares, 8.57%), and Blackrock (6.2M shares, 8.19%). Together, they hold 28.78% 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 5.10% of its assets in 26.1K IDEX shares, valued at 4.25M$.

Who is the top mutual fund holder of IDEX shares?

Vanguard US Total Market Shares ETF 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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