IDEX Ownership | Who Owns IDEX?

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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 3.17% 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	49.20%	16.03%	34.77%
Industry	Industrial Machinery Stocks	45.31%	11.72%	42.98%

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	5.73M	7.72%	$1.30B
Vanguard capital management	4.84M	6.52%	$1.10B
State street	3.32M	4.46%	$752.88M
Primecap management co/ca/	3.30M	4.44%	$748.95M
Morgan stanley	2.82M	3.79%	$639.88M
Millennium management	2.37M	3.19%	$537.83M
Geode capital management	2.10M	2.82%	$474.31M
Nordea investment management ab	1.84M	2.48%	$418.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Redwood grove capital	92.10K	5.30%	$20.90M
Mountain pacific investment advisers inc/id	114.17K	4.08%	$25.91M
Ensemble capital management	254.85K	3.99%	$51.28M
Weitz investment management	252.40K	3.97%	$57.28M
Fenimore asset management	799.64K	3.76%	$181.48M
Speece thorson capital group	65.51K	3.18%	$14.87M
St. james investment company	88.16K	3.18%	$20.01M
Harvey investment	110.02K	2.72%	$24.97M
Sone capital management	106.32K	1.84%	$24.13M
Snyder capital management l p	440.95K	1.73%	$100.07M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	916.54K	0.02%	916.54K
Sixth street partners management company	683.66K	0.02%	683.66K
Pictet asset management sa	1.26M	0.27%	606.55K
Alyeska investment group	1.04M	0.61%	525.05K
Millennium management	2.37M	0.19%	373.89K

Top Sellers

Holder	Shares	% Assets	Change
Dodge & cox	-	-	-1.26M
Van eck associates	-	-	-936.80K
Jane street group	411.84K	0.01%	-753.68K
Bank of america corp /de/	355.08K	0.01%	-739.02K
Wellington management group llp	1.14M	0.04%	-599.31K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	916.54K	0.02%	916.54K	$208.01M
Sixth street partners management company	683.66K	0.02%	683.66K	$155.16M
Erste asset management gmbh	150.09K	0.26%	150.09K	$33.91M
Adams diversified equity fund	100.00K	0.69%	100.00K	$22.70M
Aureus asset management	90.22K	1.24%	90.22K	$20.48M

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
Stephens consulting	-2.00

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	2.35M	3.17%	-15.19K
Vanguard Morn Total Stk Mkt Idx Investor	2.35M	3.17%	-15.19K
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	1.92M	2.60%	-37.80K
Vanguard Small Cap Index	1.70M	2.29%	-13.46K
Vanguard PRIMECAP Inv	1.43M	1.94%	-
US Small-Cap Growth II Equity Comp	1.27M	1.68%	-23.25K
Pictet Water Segregated Accounts	1.14M	1.51%	1.14M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 12, 2026	Anderson Lisa M	SVP, GC, CAO & Corp Sec	Sell	$91.86K
May 11, 2026	ASHLEMAN ERIC D	CEO and President	Sell	$1.06M
May 11, 2026	ASHLEMAN ERIC D	CEO and President	Sell	$2.25M
Nov 05, 2025	Christenson Carl R	-	Buy	$101.65K
Aug 07, 2025	Helmkamp Katrina L	-	Buy	$399.03K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q2	-	2
2026 Q1	-	-
2025 Q4	1	-
2025 Q3	1	-

IEX Ownership FAQ

Who Owns IDEX?

IDEX shareholders are primarily institutional investors at 61.42%, followed by 0.22% insiders and 38.36% retail investors. The average institutional ownership in IDEX's industry, Industrial Machinery Stocks, is 45.31%, which IDEX exceeds.

Who owns the most shares of IDEX?

IDEX’s largest shareholders are Vanguard group (8.99M shares, 12.02%), Blackrock (6.2M shares, 8.19%), and Blackrock funding, inc. /de (5.73M shares, 7.72%). Together, they hold 27.93% 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?

Redwood grove capital is IDEX’s biggest shareholder by percentage of total assets invested, with 5.30% of its assets in 92.1K IDEX shares, valued at 20.9M$.

Who is the top mutual fund holder of IDEX shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of IDEX shares, with 3.17% of its total shares outstanding invested in 2.35M IDEX shares.

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