IDEX Ownership | Who Owns IDEX?
IDEX Ownership Summary
IDEX is owned by 61.42% institutional investors, 0.22% insiders, and 38.36% retail investors. Vanguard group is the largest institutional shareholder, holding 12.02% of IEX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in IDEX shares.
IEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IDEX | 61.42% | 0.22% | 38.36% |
| Sector | Industrials Stocks | 49.74% | 15.78% | 34.48% |
| Industry | Industrial Machinery Stocks | 46.47% | 10.48% | 43.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 8.99M | 12.02% | $1.60B |
| Blackrock | 6.20M | 8.19% | $1.25B |
| Blackrock funding, inc. /de | 5.68M | 7.59% | $1.08B |
| Primecap management co/ca/ | 3.30M | 4.42% | $626.07M |
| State street | 3.21M | 4.29% | $607.58M |
| Morgan stanley | 3.10M | 4.14% | $587.44M |
| Geode capital management | 2.09M | 2.80% | $394.86M |
| Millennium management | 2.00M | 2.67% | $378.33M |
| Nordea investment management ab | 1.87M | 2.50% | $348.97M |
| Wellington management group llp | 1.74M | 2.32% | $329.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Redwood grove capital | 92.10K | 5.63% | $17.46M |
| Regents gate capital llp | 130.39K | 5.27% | $24.72M |
| Ensemble capital management | 254.85K | 3.99% | $51.28M |
| Mountain pacific investment advisers inc/id | 118.00K | 3.83% | $22.37M |
| Weitz investment management | 264.30K | 3.50% | $50.10M |
| Speece thorson capital group | 80.08K | 3.46% | $15.18M |
| Fenimore asset management | 798.11K | 3.37% | $151.28M |
| Sone capital management | 203.82K | 3.24% | $38.63M |
| St. james investment company | 88.12K | 2.62% | $16.70M |
| Harvey investment | 112.24K | 2.34% | $21.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 1.51M | 0.18% | 1.49M |
| Jane street group | 1.17M | 0.03% | 1.16M |
| Millennium management | 2.00M | 0.16% | 932.18K |
| Norges bank | 914.85K | 0.02% | 914.85K |
| Point72 asset management | 830.86K | 0.20% | 673.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 1.74M | 0.06% | -3.95M |
| Dodge & cox | - | - | -1.26M |
| Van eck associates | 936.80K | 0.13% | -1.04M |
| Impax asset management group | 947.95K | 1.25% | -760.87K |
| Ccla investment management | - | - | -385.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 914.85K | 0.02% | 914.85K | $162.79M |
| Alyeska investment group | 517.65K | 0.28% | 517.65K | $98.12M |
| Vanguard fiduciary trust | 421.29K | 0.02% | 421.29K | $79.86M |
| Freestone grove partners lp | 217.28K | 0.29% | 217.28K | $41.18M |
| Vanguard global advisers | 163.45K | 0.02% | 163.45K | $30.98M |
Sold Out
| Holder | Change |
|---|---|
| Abich financial wealth management | -1.00 |
| Elevated capital advisors | -1.00 |
| Gps wealth strategies group | -1.00 |
| Tfo-tdc | -1.00 |
| Halbert hargrove global advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 519 | -17.88% | 45,940,293 | -40.37% | 61 | 0.58% | 248 | -12.98% | 156 | -30.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.36M | 3.18% | -8.57K |
| Vanguard US Total Market Shares ETF | 2.40M | 3.16% | 1.67K |
| 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 | 2.57% | -19.02K |
| Vanguard Small Cap Index | 1.72M | 2.31% | 16.84K |
| Vanguard PRIMECAP Inv | 1.43M | 1.93% | 45.50K |
| US Small-Cap Growth II Equity Comp | 1.27M | 1.68% | -23.25K |
| Pictet Water Segregated Accounts | 1.14M | 1.51% | 1.14M |
| Eaton Vance Atlanta Capital SMID-Cap I | 1.11M | 1.49% | -105.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President | Sell | $2.25M |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President | Sell | $1.06M |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | 1 |
IEX Ownership FAQ
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