IdexIEX
13F holders, Q2 2024 (June 30)631holders +7
65new positions
57sold out
12famous investors
$201.08avg. 13F price*
At the end of Q2 2024, 631 institutions reported holding Idex Corp. (IEX) in their 13F filings, up 7 from Q1 2024. 65 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock Inc. ($1.2B) and T. Rowe Price Associates Inc. ($1.1B). 12 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Terry Smith (0.3% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $121.1M |
| Exits | 57 | $91.6M |
All 13F filers, Q1 2024 → Q2 2024: 6,310,947 shares bought and 6,015,138 shares sold, net +295,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 631 holders
| Vanguard Group Inc. | 0.04% | Add +0.0% | 9,204,526 | $1.9B |
| BlackRock Inc. | 0.03% | Add +1.9% | 6,199,248 | $1.2B |
| T. Rowe Price Associates Inc. | 0.14% | Reduce -29.1% | 5,651,411 | $1.1B |
| State Street Corp. | 0.03% | Add +0.7% | 3,002,899 | $604.2M |
| Morgan Stanley | 0.04% | Add +18.7% | 2,718,883 | $547.0M |
| Impax Asset Management Group plc | 1.61% | Reduce -0.1% | 1,960,982 | $394.5M |
| Geode Capital Management, LLC | 0.03% | Add +2.5% | 1,867,787 | $374.8M |
| T. Rowe Price Investment Management, Inc. | 0.23% | Add +2.9% | 1,822,963 | $366.8M |
| Pictet Asset Management Holding SA | 0.37% | Reduce -4.2% | 1,595,782 | $321.1M |
| Invesco Ltd. | 0.06% | Add +13.7% | 1,520,993 | $306.0M |
| Amundi | 0.11% | Add +13.9% | 1,475,387 | $292.3M |
| Wellington Management Group LLP | 0.05% | Reduce -30.6% | 1,358,473 | $273.3M |
| Barclays PLC | 0.11% | Reduce -0.4% | 1,163,285 | $234.1M |
| Champlain Investment Partners, LLC | 1.17% | Add +29.9% | 950,216 | $191.2M |
| Norges Bank | 0.03% | Add +9.6% | 930,609 | $187.2M |
| Fenimore Asset Management Inc | 3.64% | Add +2.1% | 825,984 | $166.2M |
| Alecta Tjanstepension Omsesidigt | 0.90% | No change | 800,000 | $160.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -28.4% | 798,454 | $160.6M |
| Nordea Investment Management AB | 0.19% | Add +132.3% | 794,749 | $159.8M |
| First Trust Advisors LP | 0.16% | Add +61.9% | 764,670 | $153.9M |
| Northern Trust Corp. | 0.02% | Reduce -1.6% | 699,017 | $140.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +25.7% | 648,387 | $130.5M |
| King Luther Capital Management Corp. | 0.58% | Reduce -0.8% | 639,292 | $128.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.6% | 625,814 | $125.9M |
| Fisher Asset Management | 0.05% | Add +8.6% | 612,236 | $123.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.1% | 536,381 | $107.9M |
| Brown Advisory Inc. | 0.14% | Reduce -40.6% | 518,562 | $104.3M |
| HSBC Holdings PLC | 0.07% | Add +75.6% | 519,124 | $104.2M |
| Bank of America Corp. | 0.01% | Reduce -2.2% | 504,166 | $101.4M |
| Qube Research & Technologies Ltd | 0.18% | Add +118.3% | 493,117 | $99.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.24% | — | 489,815 | $98.6M |
| Legal & General Group Plc | 0.03% | Reduce -1.3% | 485,892 | $97.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +20.0% | 470,672 | $94.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +3.2% | 442,837 | $89.1M |
| Two Sigma Advisers, LP | 0.20% | Add +90.1% | 438,200 | $88.2M |
| CCLA Investment Management | 1.34% | Add +1.8% | 433,403 | $86.7M |
| Ceredex Value Advisors LLC | 1.58% | Add +25.8% | 416,375 | $83.8M |
| Westfield Capital Management Co. LP | 0.39% | Add +8.7% | 391,140 | $78.7M |
| Snyder Capital Management L P | 1.70% | Reduce -3.8% | 376,233 | $75.7M |
| Two Sigma Investments, LP | 0.18% | Add +41.0% | 368,294 | $74.1M |
| Fundsmith | 0.30% | Reduce -3.0% | 362,501 | $72.9M |
| GW&K Investment Management, LLC | 0.66% | Add +2.2% | 361,182 | $72.7M |
| Baird Financial Group, Inc. | 0.15% | Reduce -6.3% | 353,757 | $71.2M |
| Robeco Schweiz AG | 1.30% | Add +29.5% | 337,290 | $67.9M |
| State Farm Mutual Automobile Insurance Co. | 0.06% | No change | 335,939 | $67.6M |
| Clearbridge Investments, LLC | 0.05% | Add +0.0% | 335,761 | $67.6M |
| Baron Capital (BAMCO) | 0.18% | Reduce -5.3% | 314,612 | $63.3M |
| Public Employees Retirement Association of Colorado | 0.26% | Reduce -0.1% | 312,900 | $63.0M |
| Deutsche Bank AG | 0.03% | Add +17.0% | 305,964 | $61.6M |
| Primecap Management Co. | 0.04% | Reduce -5.9% | 303,775 | $61.1M |
| Maren Capital LLC | 5.69% | Add +5.3% | 293,000 | $59.0M |
| Man Group plc | 0.15% | Add +630.3% | 271,065 | $54.5M |
| FMR LLC | 0.00% | Reduce -49.4% | 256,532 | $51.6M |
| Ensemble Capital Management, LLC | 3.99% | Add +51.1% | 254,847 | $51.3M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -1.2% | 252,280 | $50.8M |
| Schroder Investment Management Group | 0.05% | Add +4.5% | 242,100 | $48.7M |
| AXA S.A. | 0.15% | Add +45.3% | 241,702 | $48.6M |
| Voloridge Investment Management, LLC | 0.18% | Add +891.2% | 241,247 | $48.5M |
| Mountain Pacific Investment Advisers LLC | 3.61% | Reduce -15.3% | 240,845 | $48.5M |
| Weitz Investment Management, Inc. | 2.51% | Add +254.9% | 237,400 | $47.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -29.2% | 236,640 | $47.6M |
| California Public Employees Retirement System | 0.03% | Reduce -12.8% | 235,751 | $47.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Reduce -14.4% | 233,939 | $47.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +8.2% | 225,586 | $45.4M |
| Swiss National Bank | 0.03% | Reduce -1.1% | 224,000 | $45.1M |
| Boston Trust Walden Corp | 0.33% | Add +3.3% | 223,892 | $45.0M |
| Premier Fund Managers Ltd | 1.77% | No change | 220,000 | $44.0M |
| Gabelli Funds LLC | 0.34% | Reduce -2.6% | 218,800 | $44.0M |
| UBS Group AG | 0.01% | Reduce -9.6% | 204,910 | $41.2M |
| Franklin Resources Inc. | 0.01% | Add +2.1% | 201,482 | $40.5M |
| Capital World Investors | 0.01% | No change | 200,000 | $40.2M |
| D. E. Shaw & Co. | 0.06% | Add +247.0% | 198,170 | $39.9M |
| Allianz Asset Management GmbH | 0.06% | Reduce -42.3% | 190,831 | $38.4M |
| Port Capital LLC | 1.92% | Reduce -1.8% | 190,181 | $38.3M |
| GAMCO Investors | 0.40% | Reduce -3.7% | 181,618 | $36.5M |
| CIBC Private Wealth Group LLC | 0.07% | Reduce -1.0% | 186,682 | $36.5M |
| Rhumbline Advisers | 0.03% | Reduce -3.0% | 171,131 | $34.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -11.1% | 163,558 | $32.9M |
| Citadel Advisors | 0.03% | New | 161,426 | $32.5M |
| TD Asset Management Inc | 0.03% | Add +6.4% | 159,241 | $32.0M |
| Nuance Investments, LLC | 0.88% | Add +125.5% | 143,343 | $28.8M |
| Millennium Management | 0.02% | Add +1541.5% | 138,744 | $27.9M |
| AE Wealth Management LLC | 0.26% | Add +13.7% | 127,961 | $25.7M |
| Geneva Capital Management LLC | 0.46% | Add +6.7% | 126,724 | $25.5M |
| National Pension Service | 0.03% | Add +5.8% | 125,254 | $25.2M |
| California State Teachers Retirement System | 0.03% | Add +5.6% | 124,126 | $25.0M |
| Northwest & Ethical Investments L.P. | 0.71% | Reduce -4.1% | 123,643 | $24.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.8% | 119,261 | $24.0M |
| Sei Investments Co. | 0.03% | Add +15.4% | 116,957 | $23.5M |
| DekaBank Deutsche Girozentrale | 0.04% | Add +10.4% | 113,854 | $22.8M |
| BNP Paribas Financial Markets | 0.02% | Add +61.1% | 112,729 | $22.7M |
| Raymond James & Associates | 0.01% | Add +17.9% | 110,078 | $22.1M |
| Marshall Wace, LLP | 0.03% | Add +162.1% | 101,558 | $20.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +7.8% | 98,930 | $19.9M |
| New York State Common Retirement Fund | 0.03% | Add +1.3% | 97,973 | $19.7M |
| Comerica Bank | 0.08% | Add +27.9% | 94,745 | $19.1M |
| Royal Bank of Canada | 0.00% | Reduce -24.5% | 94,731 | $19.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.7% | 93,016 | $18.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.3% | 92,588 | $18.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +133.3% | 92,381 | $18.6M |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.