IdexIEX
13F holders, Q4 2024 (December 31)630holders +17
49new positions
55sold out
9famous investors
$209.26avg. 13F price*
At the end of Q4 2024, 630 institutions reported holding Idex Corp. (IEX) in their 13F filings, up 17 from Q3 2024. 49 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.2B) and Wellington Management Group LLP ($883.1M). 9 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Terry Smith (0.3% of Fundsmith's portfolio) and George Soros (0.2% of Soros Fund Management's portfolio).
- Company
- Idex Corp.
- Sector
- Industrials
- CUSIP
- 45167R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $117.8M |
| Exits | 55 | $87.4M |
All 13F filers, Q3 2024 → Q4 2024: 5,408,699 shares bought and 4,976,201 shares sold, net +432,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 630 holders
| Vanguard Group Inc. | 0.03% | Add +0.7% | 9,306,008 | $1.9B |
| BlackRock, Inc. | 0.02% | Reduce -6.7% | 5,822,978 | $1.2B |
| Wellington Management Group LLP | 0.16% | Add +49.0% | 4,219,596 | $883.1M |
| T. Rowe Price Associates Inc. | 0.09% | Add +8.2% | 3,666,777 | $767.4M |
| State Street Corp. | 0.03% | Add +2.0% | 3,079,539 | $644.5M |
| Morgan Stanley | 0.04% | Reduce -4.3% | 2,769,872 | $579.7M |
| Geode Capital Management, LLC | 0.03% | Add +1.1% | 1,912,933 | $399.4M |
| T. Rowe Price Investment Management, Inc. | 0.24% | Add +0.9% | 1,868,919 | $391.1M |
| Impax Asset Management Group plc | 1.71% | Reduce -4.9% | 1,799,552 | $376.6M |
| Pictet Asset Management Holding SA | 0.37% | Add +6.3% | 1,620,252 | $339.1M |
| Invesco Ltd. | 0.05% | Reduce -21.8% | 1,338,830 | $280.2M |
| Barclays PLC | 0.12% | Add +1.4% | 1,194,125 | $249.9M |
| Champlain Investment Partners, LLC | 1.50% | Reduce -7.4% | 1,132,994 | $237.1M |
| First Trust Advisors LP | 0.20% | Add +11.2% | 1,056,677 | $221.2M |
| Norges Bank | 0.03% | Add +17.4% | 1,039,983 | $217.7M |
| Amundi | 0.07% | Reduce -38.4% | 1,012,896 | $211.8M |
| Van Eck Associates Corp. | 0.26% | Reduce -6.5% | 965,201 | $202.0M |
| Nordea Investment Management AB | 0.19% | Add +5.3% | 862,625 | $181.3M |
| Fenimore Asset Management Inc | 3.69% | Add +0.3% | 839,507 | $175.7M |
| Alecta Tjanstepension Omsesidigt | 0.88% | No change | 800,000 | $167.5M |
| Northern Trust Corp. | 0.02% | Add +17.8% | 793,622 | $166.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +15.8% | 747,554 | $156.5M |
| King Luther Capital Management Corp. | 0.68% | Add +0.1% | 743,768 | $155.7M |
| Fisher Asset Management | 0.06% | Add +0.7% | 663,902 | $138.9M |
| Bank of New York Mellon Corp | 0.02% | Add +8.2% | 643,190 | $134.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +13.0% | 640,717 | $134.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.5% | 640,183 | $134.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.24% | Add +5.8% | 529,445 | $110.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +12.6% | 523,142 | $109.5M |
| Legal & General Group Plc | 0.03% | Reduce -2.4% | 487,265 | $102.0M |
| Snyder Capital Management L P | 2.10% | Add +12.2% | 480,193 | $100.5M |
| CCLA Investment Management | 1.58% | Add +10.1% | 477,170 | $99.9M |
| Deutsche Bank AG | 0.04% | Add +20.0% | 463,351 | $97.0M |
| UBS Group AG | 0.02% | Add +53.6% | 420,832 | $88.1M |
| Citadel Advisors | 0.08% | Add +411.2% | 415,731 | $87.0M |
| Bank of America Corp. | 0.01% | Reduce -23.2% | 410,546 | $85.9M |
| Allianz Asset Management GmbH | 0.12% | Add +133.2% | 406,637 | $85.1M |
| GW&K Investment Management, LLC | 0.67% | Add +0.7% | 374,587 | $78.4M |
| HSBC Holdings PLC | 0.05% | Reduce -4.1% | 373,072 | $78.1M |
| Fundsmith | 0.32% | No change | 362,501 | $75.9M |
| Marshall Wace, LLP | 0.10% | Reduce -14.7% | 358,159 | $75.0M |
| Westfield Capital Management Co. LP | 0.32% | Reduce -0.5% | 354,256 | $74.1M |
| State Farm Mutual Automobile Insurance Co. | 0.06% | No change | 335,939 | $70.3M |
| Clearbridge Investments, LLC | 0.06% | Add +0.0% | 335,148 | $70.1M |
| Weitz Investment Management, Inc. | 3.57% | Add +16.9% | 330,500 | $69.2M |
| Two Sigma Advisers, LP | 0.15% | Reduce -23.4% | 316,800 | $66.3M |
| Public Employees Retirement Association of Colorado | 0.26% | Reduce -0.1% | 312,591 | $65.4M |
| Ensign Peak Advisors, Inc | 0.11% | Add +25.9% | 305,242 | $63.9M |
| Premier Fund Managers Ltd | 2.23% | No change | 300,000 | $62.6M |
| Primecap Management Co. | 0.05% | Reduce -3.8% | 283,270 | $59.3M |
| Robeco Schweiz AG | 1.27% | Reduce -16.1% | 283,063 | $59.2M |
| Findlay Park Partners LLP | 0.59% | Add +132.9% | 282,700 | $59.2M |
| AXA S.A. | 0.17% | Add +27.0% | 269,638 | $56.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.9% | 263,232 | $55.1M |
| Baron Capital (BAMCO) | 0.14% | Reduce -5.4% | 261,961 | $54.8M |
| Corient Private Wealth LP | 0.09% | Add +237.1% | 256,769 | $53.7M |
| Baird Financial Group, Inc. | 0.10% | Reduce -13.9% | 256,249 | $53.6M |
| Johnson Investment Counsel Inc. | 0.52% | Add +178.3% | 254,842 | $53.3M |
| Schroder Investment Management Group | 0.05% | Reduce -14.6% | 250,296 | $52.3M |
| Maren Capital LLC | 3.97% | Reduce -15.8% | 248,116 | $51.9M |
| Brown Advisory Inc. | 0.07% | Reduce -18.8% | 247,886 | $51.9M |
| Mountain Pacific Investment Advisers LLC | 3.59% | Reduce -0.1% | 244,159 | $51.1M |
| Boston Trust Walden Corp | 0.34% | Add +3.8% | 232,014 | $48.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.6% | 225,251 | $47.1M |
| Swiss National Bank | 0.03% | Reduce -4.8% | 213,900 | $44.8M |
| Gabelli Funds LLC | 0.32% | Reduce -4.8% | 201,300 | $42.1M |
| Capital World Investors | 0.01% | No change | 200,000 | $41.9M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -46.7% | 198,264 | $41.5M |
| Evelyn Partners Investment Management LLP | 1.33% | — | 196,292 | $41.1M |
| California Public Employees Retirement System | 0.03% | Reduce -13.7% | 194,492 | $40.7M |
| Port Capital LLC | 1.85% | Add +1.8% | 194,140 | $40.6M |
| CIBC Private Wealth Group LLC | 0.07% | Reduce -2.4% | 181,294 | $37.9M |
| GAMCO Investors | 0.39% | Reduce -0.8% | 177,976 | $37.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -8.3% | 175,687 | $36.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +2.4% | 172,101 | $36.0M |
| Raymond James Financial Inc. | 0.01% | — | 169,025 | $35.4M |
| Rhumbline Advisers | 0.03% | Reduce -2.4% | 162,163 | $33.9M |
| FIL Ltd | 0.03% | Add +22.4% | 162,080 | $33.9M |
| Two Sigma Investments, LP | 0.08% | Reduce -51.5% | 161,971 | $33.9M |
| TD Asset Management Inc | 0.03% | Reduce -0.8% | 158,786 | $33.2M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -45.9% | 153,229 | $32.1M |
| AE Wealth Management LLC | 0.26% | Add +2.9% | 145,806 | $30.5M |
| Deprince Race & Zollo Inc. | 0.60% | New | 145,547 | $30.5M |
| DF Dent & Co. Inc. | 0.38% | Reduce -3.0% | 143,554 | $30.0M |
| Sei Investments Co. | 0.04% | Reduce -0.1% | 137,633 | $28.8M |
| Ceredex Value Advisors LLC | 0.56% | Reduce -69.5% | 133,200 | $27.9M |
| California State Teachers Retirement System | 0.03% | Add +6.3% | 131,637 | $27.6M |
| Freestone Grove Partners LP | 0.34% | — | 131,577 | $27.5M |
| Royal Bank of Canada | 0.01% | Reduce -7.2% | 130,652 | $27.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -5.2% | 125,101 | $26.2M |
| National Pension Service | 0.02% | Reduce -4.0% | 120,264 | $25.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | No change | 115,621 | $23.9M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 112,957 | $23.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.5% | 111,768 | $23.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | — | 110,842 | $23.2M |
| Geneva Capital Management LLC | 0.40% | Reduce -10.9% | 109,635 | $22.9M |
| Nuance Investments, LLC | 0.93% | Reduce -21.3% | 109,293 | $22.9M |
| Rockefeller Capital Management L.P. | 0.06% | New | 109,046 | $22.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Reduce -57.4% | 106,790 | $22.4M |
| Comerica Bank | 0.09% | Reduce -2.3% | 106,239 | $22.2M |
"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.