IdexIEX
13F holders, Q3 2024 (September 30)613holders −18
65new positions
82sold out
10famous investors
$214.18avg. 13F price*
At the end of Q3 2024, 613 institutions reported holding Idex Corp. (IEX) in their 13F filings, down 18 from Q2 2024. 65 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and T. Rowe Price Associates Inc. ($726.9M). 10 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $98.7M |
| Exits | 82 | $127.4M |
All 13F filers, Q2 2024 → Q3 2024: 6,184,557 shares bought and 5,885,300 shares sold, net +299,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 613 holders
| Vanguard Group Inc. | 0.04% | Add +0.4% | 9,242,576 | $2.0B |
| BlackRock, Inc. | 0.03% | — | 6,238,903 | $1.3B |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -40.0% | 3,388,813 | $726.9M |
| State Street Corp. | 0.03% | Add +0.5% | 3,017,976 | $647.4M |
| Morgan Stanley | 0.04% | Add +6.4% | 2,892,979 | $620.5M |
| Wellington Management Group LLP | 0.11% | Add +108.4% | 2,830,929 | $607.2M |
| Impax Asset Management Group plc | 1.60% | Reduce -3.5% | 1,891,967 | $405.8M |
| Geode Capital Management, LLC | 0.03% | Add +1.3% | 1,891,175 | $404.3M |
| T. Rowe Price Investment Management, Inc. | 0.24% | Add +1.6% | 1,851,832 | $397.2M |
| Invesco Ltd. | 0.07% | Add +12.5% | 1,711,410 | $367.1M |
| Amundi | 0.13% | Add +11.4% | 1,643,951 | $347.6M |
| Pictet Asset Management Holding SA | 0.36% | Reduce -4.5% | 1,524,412 | $327.0M |
| Champlain Investment Partners, LLC | 1.59% | Add +28.8% | 1,223,676 | $262.5M |
| Barclays PLC | 0.11% | Add +1.2% | 1,177,645 | $252.6M |
| Van Eck Associates Corp. | 0.27% | Add +9424.6% | 1,032,277 | $211.5M |
| First Trust Advisors LP | 0.19% | Add +24.3% | 950,717 | $203.9M |
| Norges Bank | 0.03% | Reduce -4.8% | 886,056 | $190.1M |
| Fenimore Asset Management Inc | 3.62% | Add +1.3% | 836,806 | $179.5M |
| Nordea Investment Management AB | 0.20% | Add +3.0% | 818,839 | $175.3M |
| Alecta Tjanstepension Omsesidigt | 0.94% | No change | 800,000 | $171.6M |
| King Luther Capital Management Corp. | 0.69% | Add +16.2% | 742,724 | $159.3M |
| Northern Trust Corp. | 0.02% | Reduce -3.6% | 673,600 | $144.5M |
| Fisher Asset Management | 0.06% | Add +7.6% | 659,006 | $141.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.5% | 645,425 | $138.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.7% | 630,443 | $135.2M |
| Bank of New York Mellon Corp | 0.02% | Add +10.9% | 594,674 | $127.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +20.5% | 567,177 | $121.7M |
| Bank of America Corp. | 0.01% | Add +6.1% | 534,759 | $114.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.24% | Add +2.1% | 500,360 | $107.3M |
| Legal & General Group Plc | 0.03% | Add +2.7% | 499,074 | $107.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.9% | 464,555 | $99.6M |
| Ceredex Value Advisors LLC | 1.83% | Add +4.8% | 436,550 | $93.6M |
| Snyder Capital Management L P | 1.91% | Add +13.7% | 427,934 | $91.8M |
| Marshall Wace, LLP | 0.12% | Add +313.6% | 420,068 | $90.1M |
| Two Sigma Advisers, LP | 0.21% | Reduce -5.7% | 413,300 | $88.7M |
| CCLA Investment Management | 1.34% | No change | 433,403 | $86.7M |
| HSBC Holdings PLC | 0.05% | Reduce -25.1% | 388,972 | $83.4M |
| Deutsche Bank AG | 0.03% | Add +26.2% | 386,094 | $82.8M |
| Qube Research & Technologies Ltd | 0.15% | Reduce -24.6% | 371,939 | $79.8M |
| GW&K Investment Management, LLC | 0.68% | Add +3.0% | 371,842 | $79.8M |
| Fundsmith | 0.31% | No change | 362,501 | $77.8M |
| Westfield Capital Management Co. LP | 0.35% | Reduce -8.9% | 356,158 | $76.4M |
| Robeco Schweiz AG | 1.36% | Reduce -0.0% | 337,187 | $72.3M |
| State Farm Mutual Automobile Insurance Co. | 0.06% | No change | 335,939 | $72.1M |
| Clearbridge Investments, LLC | 0.06% | Reduce -0.2% | 335,130 | $71.9M |
| Two Sigma Investments, LP | 0.17% | Reduce -9.2% | 334,335 | $71.7M |
| Public Employees Retirement Association of Colorado | 0.27% | No change | 312,900 | $67.1M |
| Brown Advisory Inc. | 0.08% | Reduce -41.1% | 305,298 | $65.5M |
| Premier Fund Managers Ltd | 2.29% | Add +36.4% | 300,000 | $64.5M |
| Baird Financial Group, Inc. | 0.12% | Reduce -15.9% | 297,580 | $63.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -63.0% | 295,574 | $63.4M |
| Maren Capital LLC | 5.22% | Add +0.6% | 294,752 | $63.2M |
| Primecap Management Co. | 0.05% | Reduce -3.0% | 294,495 | $63.2M |
| Schroder Investment Management Group | 0.06% | Add +21.1% | 293,089 | $63.0M |
| Voloridge Investment Management, LLC | 0.22% | Add +17.5% | 283,467 | $60.8M |
| Weitz Investment Management, Inc. | 2.99% | Add +19.1% | 282,650 | $60.6M |
| Baron Capital (BAMCO) | 0.16% | Reduce -12.0% | 276,961 | $59.4M |
| UBS Group AG | 0.02% | Add +33.7% | 273,903 | $58.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +7.0% | 250,443 | $53.7M |
| Ameriprise Financial Inc. | 0.01% | Add +4.1% | 246,380 | $52.8M |
| Mountain Pacific Investment Advisers LLC | 3.58% | Add +1.5% | 244,409 | $52.4M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -3.9% | 242,355 | $52.0M |
| California Public Employees Retirement System | 0.03% | Reduce -4.4% | 225,409 | $48.4M |
| Swiss National Bank | 0.03% | Add +0.3% | 224,600 | $48.2M |
| Boston Trust Walden Corp | 0.33% | Reduce -0.2% | 223,464 | $47.9M |
| Ensemble Capital Management, LLC | 3.91% | Reduce -15.6% | 215,157 | $46.2M |
| AXA S.A. | 0.14% | Reduce -12.1% | 212,375 | $45.6M |
| Gabelli Funds LLC | 0.33% | Reduce -3.4% | 211,400 | $45.3M |
| Franklin Resources Inc. | 0.01% | Add +1.0% | 203,412 | $43.4M |
| Capital World Investors | 0.01% | No change | 200,000 | $42.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -15.1% | 191,636 | $41.1M |
| Port Capital LLC | 1.83% | Add +0.3% | 190,651 | $40.9M |
| FMR LLC | 0.00% | Reduce -26.5% | 188,441 | $40.4M |
| CIBC Private Wealth Group LLC | 0.07% | Reduce -0.5% | 185,671 | $39.8M |
| GAMCO Investors | 0.39% | Reduce -1.2% | 179,501 | $38.5M |
| Allianz Asset Management GmbH | 0.06% | Reduce -8.6% | 174,382 | $37.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.7% | 168,023 | $36.0M |
| Rhumbline Advisers | 0.03% | Reduce -2.9% | 166,156 | $35.6M |
| TD Asset Management Inc | 0.03% | Add +0.5% | 160,073 | $34.4M |
| DF Dent & Co. Inc. | 0.39% | New | 148,005 | $31.7M |
| AE Wealth Management LLC | 0.28% | Add +10.7% | 141,688 | $30.4M |
| Royal Bank of Canada | 0.01% | Add +48.6% | 140,787 | $30.2M |
| Nuance Investments, LLC | 1.00% | Reduce -3.1% | 138,893 | $29.8M |
| Sei Investments Co. | 0.04% | Add +17.9% | 137,840 | $29.6M |
| FIL Ltd | 0.03% | Add +1498.9% | 132,370 | $28.4M |
| BNP Paribas Financial Markets | 0.03% | Add +17.1% | 131,972 | $28.3M |
| National Pension Service | 0.03% | Reduce 0.0% | 125,250 | $26.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 124,864 | $26.8M |
| California State Teachers Retirement System | 0.03% | Reduce -0.2% | 123,844 | $26.6M |
| Geneva Capital Management LLC | 0.44% | Reduce -2.9% | 123,025 | $26.4M |
| Findlay Park Partners LLP | 0.25% | New | 121,378 | $26.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +16.9% | 115,621 | $24.8M |
| DekaBank Deutsche Girozentrale | 0.04% | Reduce -0.8% | 112,957 | $24.1M |
| Northwest & Ethical Investments L.P. | 0.62% | Reduce -11.9% | 108,907 | $23.4M |
| Comerica Bank | 0.09% | Add +14.8% | 108,776 | $23.3M |
| Raymond James & Associates | 0.01% | Reduce -3.1% | 106,670 | $22.9M |
| Polar Asset Management Partners Inc. | 0.77% | New | 103,300 | $22.2M |
| Bank of Montreal | 0.01% | Add +16.0% | 102,364 | $22.0M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 95,836 | $20.6M |
| Alliancebernstein L.P. | 0.01% | Add +2.1% | 94,545 | $20.3M |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.