IDEX Ownership | Who Owns IDEX?

Overview Forecast RevenueFinancials Chart Transcripts

IDEX Ownership Summary

IDEX is owned by 101.88% institutional investors, 0.21% insiders. Vanguard group is the largest institutional shareholder, holding 12.29% 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	101.88%	0.21%	-2.10%
Sector	Industrials Stocks	64.07%	12.69%	23.24%
Industry	Industrial Machinery Stocks	74.87%	9.25%	15.88%

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	5.79M	7.65%	$1.02B
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
Impax asset management group	1.97M	2.60%	$345.25M
Geode capital management	1.91M	2.53%	$399.35M
Van eck associates	1.77M	2.34%	$310.15M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ensemble capital management	254.85K	3.99%	$51.28M
Fenimore asset management	839.51K	3.69%	$175.70M
Weitz investment management	330.50K	3.57%	$69.17M
Speece thorson capital group	90.48K	3.23%	$15.89M
Mountain pacific investment advisers inc/id	241.34K	3.07%	$42.37M
Ecofi investissements sa	54.40K	2.69%	$2.42M
Maren capital	236.00K	2.50%	$41.43M
Northstar asset management	38.29K	2.10%	$8.01M
Impax asset management group	1.97M	1.99%	$345.25M
Premier fund managers	301.31K	1.94%	$53.12M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	4.22M	0.16%	1.39M
Norges bank	1.04M	0.03%	1.04M
Van eck associates	1.77M	0.35%	793.85K
Morgan stanley	2.72M	0.04%	428.41K
Qube research	652.66K	0.12%	383.22K

Top Sellers

Holder	Shares	% Assets	Change
Pictet asset management sa	659.85K	0.12%	-814.42K
Ccla investment management	-	-	-385.62K
Marshall wace, llp	26.45K	0.01%	-372.61K
Invesco	1.34M	0.05%	-372.58K
T. rowe price investment management	1.49M	0.17%	-364.02K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.04M	0.03%	1.04M	$217.66M
Clarkston capital partners	100.03K	0.37%	100.03K	$17.56M
Distillate capital partners	71.33K	0.67%	71.33K	$12.52M
Fjarde ap-fonden (the fourth swedish national pensionfund)	17.22K	0.04%	17.22K	$3.46M
Delta global management lp	13.54K	0.16%	13.54K	$2.38M

Sold Out

Holder	Change
Nvwm	-1.00
Halbert hargrove global advisors	-1.00
Tfo-tdc	-1.00
Abich financial wealth management	-1.00
Continuum advisory	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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	2.37M	3.15%	-50.70K
Vanguard Institutional 500 Index Trust	2.15M	2.85%	18.56K
Vanguard Equity-Income Inv	2.15M	2.85%	410.29K
Vanguard 500 Index Investor	1.87M	2.48%	-273.97K
Vanguard Small Cap Index	1.83M	2.44%	-12.00K
VanEck Morningstar Wide Moat	1.66M	2.19%	734.78K
VanEck Morningstar Wide Moat ETF	1.61M	2.14%	-615.00
Eaton Vance Atlanta Capital SMID-Cap I	1.33M	1.76%	-8.00K
US Small-Cap Growth II Equity Comp	1.27M	1.68%	-23.25K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
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 101.88%, followed by 0.21% insiders and -2.09% retail investors. The average institutional ownership in IDEX's industry, Industrial Machinery Stocks, is 74.87%, 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 (5.79M shares, 7.65%). Together, they hold 28.14% 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?

Ensemble capital management is IDEX’s biggest shareholder by percentage of total assets invested, with 3.99% of its assets in 254.85K IDEX shares, valued at 51.28M$.

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.

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