IDEX Ownership | Who Owns IDEX?

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IDEX Ownership Summary

IDEX is owned by 101.88% institutional investors, 0.21% insiders. Vanguard group is the largest institutional shareholder, holding 12.03% 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	64.11%	12.72%	23.17%
Industry	Industrial Machinery Stocks	74.45%	9.15%	16.40%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	9.09M	12.03%	$1.48B
Wellington management group llp	6.48M	8.57%	$1.05B
Blackrock	6.20M	8.19%	$1.25B
Blackrock funding, inc. /de	5.68M	7.51%	$924.60M
Morgan stanley	3.37M	4.46%	$548.62M
State street	3.15M	4.17%	$513.47M
Nordea investment management ab	2.36M	3.13%	$382.05M
Geode capital management	2.03M	2.68%	$328.64M
Impax asset management group	1.96M	2.59%	$319.14M
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	72.30K	4.18%	$11.77M
Ensemble capital management	254.85K	3.99%	$51.28M
Weitz investment management	406.48K	3.59%	$66.16M
Speece thorson capital group	90.48K	3.23%	$15.89M
Mountain pacific investment advisers inc/id	121.24K	3.09%	$19.73M
Redwood grove capital	66.10K	3.08%	$10.76M
Fenimore asset management	874.68K	2.85%	$142.36M
Nuance investments	162.59K	2.69%	$26.46M
Maren capital	248.91K	2.26%	$40.51M

Top Buyers

Holder	Shares	% Assets	Change
Nordea investment management ab	2.36M	0.33%	1.56M
Primecap management co/ca/	1.73M	0.22%	1.24M
Norges bank	1.04M	0.03%	1.04M
Dodge & cox	344.34K	0.03%	344.34K
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
Barclays	353.88K	0.01%	-979.28K
T. rowe price investment management	636.94K	0.06%	-852.35K
Pictet asset management sa	659.85K	0.12%	-814.42K
Ccla investment management	-	-	-385.62K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.04M	0.03%	1.04M	$217.66M
Dodge & cox	344.34K	0.03%	344.34K	$56.05M
Redwood grove capital	66.10K	3.08%	66.10K	$10.76M
St. james investment company	57.98K	1.48%	57.98K	$9.44M
Sienna gestion	45.05K	0.47%	45.05K	$6.69M

Sold Out

Holder	Change
Halbert hargrove global advisors	-1.00
Abich financial wealth management	-1.00
Tfo-tdc	-1.00
Org partners	-1.00
Stephens consulting	-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	1.59M	2.12%	-1.23K
Eaton Vance Atlanta Capital SMID-Cap I	1.42M	1.89%	97.91K
US Small-Cap Growth II Equity Comp	1.27M	1.68%	-23.25K

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
2025 Q4	1	-
2025 Q3	1	-
2025 Q2	-	1
2025 Q1	-	-
2024 Q2	-	-

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 74.45%, which IDEX exceeds.

Who owns the most shares of IDEX?

IDEX’s largest shareholders are Vanguard group (9.09M shares, 12.03%), Wellington management group llp (6.48M shares, 8.57%), and Blackrock (6.2M shares, 8.19%). Together, they hold 28.79% 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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