IDEX Ownership | Who Owns IDEX?
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 3.13% 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 | 51.41% | 11.38% | 37.21% |
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 | 2.38M | 3.13% | 13.14K |
T. Rowe Price New Horizons | 2.12M | 2.79% | - |
US Small-Cap Growth II Equity Comp | 2.12M | 2.79% | -25.95K |
Vanguard Institutional 500 Index Trust | 2.09M | 2.75% | 37.08K |
Vanguard Small Cap Index | 1.93M | 2.55% | 3.45K |
Vanguard Equity-Income Inv | 1.32M | 1.74% | 413.29K |
Vanguard Small Cap Value Index Inv | 1.28M | 1.68% | -2.40K |
Eaton Vance Atlanta Capital SMID-Cap I | 1.27M | 1.68% | - |
Pictet Water Segregated Accounts | 1.14M | 1.51% | 1.14M |
Champlain Mid Cap Fund, LLC | 1.08M | 1.43% | -31.70K |
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
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