IDEX Ownership | Who Owns IDEX?


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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


TypeName% Inst% Insiders% Retail
StockIDEX82.27%0.45%17.28%
SectorIndustrials Stocks 51.41%11.38%37.21%
IndustryIndustrial Machinery Stocks57.70%9.34%32.96%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group9.31M12.29%$1.95B
Blackrock6.20M8.19%$1.25B
Blackrock funding, inc. /de5.82M7.69%$1.22B
Wellington management group llp4.22M5.57%$883.12M
Price t rowe associates inc /md/3.67M4.84%$767.42M
State street3.00M3.97%$604.18M
Morgan stanley2.72M3.59%$547.04M
Geode capital management1.91M2.53%$399.35M
T. rowe price investment management1.87M2.47%$391.15M
Impax asset management group1.80M2.38%$376.63M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ecofi investissements sa42.80K5.13%$8.30M
Ensemble capital management254.85K3.99%$51.28M
Maren capital248.12K3.97%$51.93M
Fenimore asset management839.51K3.69%$175.70M
Mountain pacific investment advisers inc/id244.16K3.59%$51.10M
Weitz investment management330.50K3.57%$69.17M
Premier fund managers300.00K2.23%$62.60M
Northstar asset management38.29K2.10%$8.01M
Snyder capital management l p480.19K2.10%$100.50M
Speece thorson capital group48.22K1.99%$10.09M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp4.22M0.16%1.39M
Norges bank1.04M0.03%1.04M
Morgan stanley2.72M0.04%428.41K
Price t rowe associates inc /md/3.67M0.09%277.96K
Allianz asset management gmbh406.64K0.11%232.25K

Top Sellers

HolderShares% AssetsChange
Blackrock funding, inc. /de5.82M0.02%-415.93K
Invesco1.34M0.05%-372.58K
Mirae asset global investments6.63K0.01%-348.32K
Ceredex value advisors133.20K0.56%-303.35K
Franklin resources7.14K0.00%-196.27K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.04M0.03%1.04M$217.66M
Raymond james financial169.03K0.01%169.03K$35.38M
Deprince race & zollo145.55K0.60%145.55K$30.46M
Rockefeller capital management109.05K0.06%109.05K$22.82M
Balyasny asset management67.55K0.02%67.55K$14.14M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024507-16.89%62,277,544-14.94%820.88%221-20.22%180-18.55%
Sep 30, 2024604-4.28%73,184,251-0.77%961.02%274-13.56%21813.54%
Jun 30, 20246240.65%73,735,7872.22%971.07%31414.60%189-15.63%
Mar 31, 20246200.81%72,136,215-2.43%951.00%274-1.79%224-5.88%
Dec 31, 20236150.49%73,933,0661.59%971.06%27910.28%238-1.24%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv2.38M3.13%13.14K
T. Rowe Price New Horizons2.12M2.79%-
US Small-Cap Growth II Equity Comp2.12M2.79%-25.95K
Vanguard Institutional 500 Index Trust2.09M2.75%37.08K
Vanguard Small Cap Index1.93M2.55%3.45K
Vanguard Equity-Income Inv1.32M1.74%413.29K
Vanguard Small Cap Value Index Inv1.28M1.68%-2.40K
Eaton Vance Atlanta Capital SMID-Cap I1.27M1.68%-
Pictet Water Segregated Accounts1.14M1.51%1.14M
Champlain Mid Cap Fund, LLC1.08M1.43%-31.70K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 09, 2023Grogan William K SVP, Chief Financial OfficerSell$720.07K
Nov 02, 2022SATTERTHWAITE LIVINGSTON-Sell$684.77K
Oct 28, 2022ASHLEMAN ERIC D CEO and PresidentSell$2.06M
Oct 28, 2022ASHLEMAN ERIC D CEO and PresidentSell$672.59K
Oct 28, 2022ASHLEMAN ERIC D CEO and PresidentSell$732.81K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q2--
2024 Q1--
2023 Q4--
2023 Q3--

IEX Ownership FAQ


Who Owns IDEX?

IDEX shareholders are primarily institutional investors at 82.27%, followed by 0.45% insiders and 17.28% retail investors. The average institutional ownership in IDEX's industry, Industrial Machinery Stocks, is 57.70%, 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 (5.82M shares, 7.69%). Together, they hold 28.17% 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 5.13% of its assets in 42.8K IDEX shares, valued at 8.3M$.

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 3.13% of its total shares outstanding invested in 2.38M IDEX shares.

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