IdexIEX
13F holders, Q1 2024 (March 31)624holders
9famous investors
$243.65avg. 13F price*
At the end of Q1 2024, 624 institutions reported holding Idex Corp. (IEX) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.2B), T. Rowe Price Associates Inc. ($1.9B) and BlackRock Inc. ($1.5B). 9 famous investors held it, including Mario Gabelli (0.5% of GAMCO Investors's portfolio), Terry Smith (0.4% of Fundsmith's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio).
- Company
- Idex Corp.
- Sector
- Industrials
- CUSIP
- 45167R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $75.3M |
| Exits | 42 | $82.6M |
Ownership 624 holders
| Vanguard Group Inc. | 0.04% | Add +0.2% | 9,202,074 | $2.2B |
| T. Rowe Price Associates Inc. | 0.24% | Add +7.5% | 7,964,956 | $1.9B |
| BlackRock Inc. | 0.03% | Add +0.3% | 6,084,052 | $1.5B |
| State Street Corp. | 0.03% | Reduce -0.4% | 2,980,948 | $727.4M |
| Morgan Stanley | 0.04% | Reduce -9.0% | 2,290,470 | $558.9M |
| Impax Asset Management Group plc | 1.83% | Reduce -10.4% | 1,962,332 | $478.8M |
| Wellington Management Group LLP | 0.08% | Reduce -11.7% | 1,958,755 | $478.0M |
| Geode Capital Management, LLC | 0.04% | Add +4.3% | 1,822,208 | $443.6M |
| T. Rowe Price Investment Management, Inc. | 0.26% | Add +4.6% | 1,771,716 | $432.3M |
| Pictet Asset Management Holding SA | 0.44% | Reduce -9.9% | 1,665,997 | $406.5M |
| Invesco Ltd. | 0.07% | Add +23.4% | 1,337,229 | $326.3M |
| Amundi | 0.13% | Reduce -23.6% | 1,295,845 | $300.1M |
| Barclays PLC | 0.13% | Add +2.3% | 1,168,008 | $285.0M |
| JPMorgan Chase & Co. | 0.02% | Add +8.8% | 1,114,457 | $271.9M |
| Brown Advisory Inc. | 0.28% | Reduce -4.2% | 873,054 | $213.0M |
| Norges Bank | 0.03% | Reduce -22.4% | 848,902 | $207.1M |
| Fenimore Asset Management Inc | 4.17% | Add +4.4% | 809,324 | $197.5M |
| Alecta Tjanstepension Omsesidigt | 1.12% | Add +2.4% | 800,000 | $195.2M |
| Champlain Investment Partners, LLC | 1.02% | Reduce -33.8% | 731,651 | $178.5M |
| Northern Trust Corp. | 0.03% | Reduce -5.2% | 710,665 | $173.4M |
| King Luther Capital Management Corp. | 0.71% | Add +1.6% | 644,424 | $157.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.2% | 615,918 | $150.3M |
| Fisher Asset Management | 0.06% | Add +31.4% | 563,885 | $137.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.3% | 553,477 | $135.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +0.5% | 515,975 | $125.9M |
| Bank of America Corp. | 0.01% | Add +9.8% | 515,689 | $125.8M |
| FMR LLC | 0.01% | Reduce -18.7% | 506,984 | $123.7M |
| Legal & General Group Plc | 0.03% | Reduce -6.0% | 492,434 | $120.2M |
| First Trust Advisors LP | 0.12% | Add +15.1% | 472,215 | $115.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -12.9% | 429,137 | $104.7M |
| CCLA Investment Management | 1.60% | Add +7.7% | 425,788 | $104.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +6.2% | 392,121 | $95.7M |
| Snyder Capital Management L P | 2.04% | Add +3.0% | 391,161 | $95.5M |
| Baird Financial Group, Inc. | 0.19% | Reduce -0.9% | 377,342 | $92.1M |
| Fundsmith | 0.36% | Reduce -2.6% | 373,902 | $91.2M |
| Westfield Capital Management Co. LP | 0.46% | Reduce -3.0% | 359,880 | $87.8M |
| GW&K Investment Management, LLC | 0.76% | Add +19.6% | 353,350 | $86.2M |
| Nordea Investment Management AB | 0.10% | Add +151.9% | 342,170 | $83.8M |
| State Farm Mutual Automobile Insurance Co. | 0.07% | No change | 335,939 | $82.0M |
| Clearbridge Investments, LLC | 0.07% | Add +0.0% | 335,672 | $81.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -15.2% | 334,363 | $81.6M |
| Baron Capital (BAMCO) | 0.22% | Reduce -13.8% | 332,322 | $81.1M |
| Ceredex Value Advisors LLC | 1.41% | Reduce -19.6% | 330,941 | $80.8M |
| Allianz Asset Management GmbH | 0.14% | Reduce -13.2% | 330,581 | $80.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Reduce -14.7% | 354,946 | $79.4M |
| Primecap Management Co. | 0.06% | Reduce -0.5% | 322,910 | $78.8M |
| Public Employees Retirement Association of Colorado | 0.33% | Reduce -0.2% | 313,109 | $76.4M |
| HSBC Holdings PLC | 0.05% | Add +18.2% | 295,702 | $72.1M |
| Mountain Pacific Investment Advisers LLC | 3.88% | Reduce -0.1% | 284,381 | $69.4M |
| Maren Capital LLC | 6.56% | Add +21.3% | 278,215 | $67.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.18% | Reduce -27.4% | 273,285 | $66.7M |
| California Public Employees Retirement System | 0.05% | Add +0.5% | 270,258 | $65.9M |
| Deutsche Bank AG | 0.03% | Add +5.1% | 261,454 | $63.8M |
| Two Sigma Investments, LP | 0.16% | Reduce -28.4% | 261,148 | $63.7M |
| Robeco Schweiz AG | 1.11% | Reduce -5.7% | 260,423 | $63.5M |
| Ensign Peak Advisors, Inc | 0.11% | Add +55.7% | 255,261 | $62.3M |
| Schroder Investment Management Group | 0.07% | Reduce -21.2% | 231,562 | $56.5M |
| Two Sigma Advisers, LP | 0.13% | Reduce -28.0% | 230,500 | $56.2M |
| UBS Group AG | 0.02% | Add +296.0% | 226,740 | $55.3M |
| Swiss National Bank | 0.04% | Reduce -4.2% | 226,500 | $55.3M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -38.1% | 225,897 | $55.1M |
| Gabelli Funds LLC | 0.41% | Reduce -4.1% | 224,750 | $54.8M |
| Premier Fund Managers Ltd | 2.14% | No change | 220,000 | $53.9M |
| Boston Trust Walden Corp | 0.38% | Add +7.7% | 216,670 | $52.9M |
| Credit Suisse AG/ | 0.05% | Reduce -9.3% | 211,765 | $51.7M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -11.5% | 208,463 | $50.9M |
| Capital World Investors | 0.01% | No change | 200,000 | $48.8M |
| Franklin Resources Inc. | 0.02% | Add +0.1% | 197,412 | $48.2M |
| Port Capital LLC | 2.37% | Reduce -16.2% | 193,645 | $47.3M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +95.1% | 192,186 | $46.9M |
| GAMCO Investors | 0.47% | Reduce -1.8% | 188,568 | $46.0M |
| CIBC Private Wealth Group LLC | 0.09% | Add +0.1% | 188,637 | $45.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.9% | 183,945 | $44.9M |
| Rhumbline Advisers | 0.04% | Reduce -1.0% | 176,474 | $43.1M |
| Ensemble Capital Management, LLC | 3.45% | Add +122.6% | 168,703 | $41.2M |
| AXA S.A. | 0.12% | Add +52.1% | 166,409 | $40.6M |
| Assenagon Asset Management S.A. | 0.10% | Reduce -19.3% | 152,601 | $37.2M |
| TD Asset Management Inc | 0.03% | Add +3.3% | 149,680 | $36.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.0% | 135,141 | $33.0M |
| Northwest & Ethical Investments L.P. | 0.91% | Reduce -0.6% | 128,974 | $31.5M |
| Royal Bank of Canada | 0.01% | Reduce -5.8% | 125,539 | $30.6M |
| Geneva Capital Management LLC | 0.51% | Reduce -2.2% | 118,734 | $29.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.10% | Add +2.2% | 118,680 | $29.0M |
| National Pension Service | 0.03% | Add +1.1% | 118,332 | $28.9M |
| Balyasny Asset Management L.P. | 0.08% | Add +58.1% | 118,331 | $28.9M |
| California State Teachers Retirement System | 0.04% | Add +0.2% | 117,533 | $28.7M |
| AE Wealth Management LLC | 0.31% | Add +19.8% | 112,524 | $27.5M |
| DekaBank Deutsche Girozentrale | 0.05% | Add +1.7% | 103,147 | $25.0M |
| Sei Investments Co. | 0.04% | Reduce -3.5% | 101,341 | $24.7M |
| Duff & Phelps Investment Management Co. | 0.29% | Add +55.1% | 99,916 | $24.4M |
| Principal Financial Group Inc. | 0.01% | Add +4.2% | 97,557 | $23.8M |
| New York State Common Retirement Fund | 0.03% | Reduce -5.5% | 96,696 | $23.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -18.2% | 95,769 | $23.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +4.9% | 93,913 | $22.9M |
| Raymond James & Associates | 0.02% | Add +22.1% | 93,358 | $22.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +20.6% | 91,755 | $22.4M |
| Harvey Investment Co. LLC | 2.43% | Reduce -1.6% | 88,354 | $21.6M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +6.2% | 88,443 | $20.4M |
| Nicholas Company, Inc. | 0.31% | Add +7.8% | 77,450 | $18.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.23% | No change | 76,892 | $18.8M |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.