IdexIEX

13F holders, Q1 2025 (March 31)
640holders +10
73new positions
65sold out
8famous investors
$180.79avg. 13F price*

At the end of Q1 2025, 640 institutions reported holding Idex Corp. (IEX) in their 13F filings, up 10 from Q4 2024. 73 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.1B) and Wellington Management Group LLP ($914.0M). 8 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).

Company
Idex Corp.
Sector
Industrials
CUSIP
45167R104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 624Q1 2024Q2 2024: 631Q2 2024Q3 2024: 613Q3 2024Q4 2024: 630Q4 2024Q1 2025: 640Q1 2025Q2 2025: 639Q2 2025Q3 2025: 634Q3 2025Q4 2025: 630Q4 2025Q1 2026: 677Q1 2026Q2 2026: 691Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions73$190.2M
Exits65$191.7M

All 13F filers, Q4 2024 → Q1 2025: 5,859,851 shares bought and 5,822,091 shares sold, net +37,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 640 holders

Vanguard Group Inc. 0.03% Reduce -1.0% 9,212,019 $1.7B
BlackRock, Inc. 0.02% Add +1.4% 5,906,260 $1.1B
Wellington Management Group LLP 0.18% Add +19.7% 5,050,601 $914.0M
Morgan Stanley 0.04% Add +14.1% 3,161,280 $572.1M
State Street Corp. 0.02% Add +0.1% 3,082,839 $557.9M
Impax Asset Management Group plc 2.19% Add +11.5% 2,006,724 $363.2M
Geode Capital Management, LLC 0.03% Add +3.1% 1,971,508 $355.7M
T. Rowe Price Associates Inc. 0.04% Reduce -46.5% 1,963,041 $355.3M
T. Rowe Price Investment Management, Inc. 0.22% Reduce -0.8% 1,853,317 $335.4M
Invesco Ltd. 0.05% Add +15.4% 1,545,463 $279.7M
Pictet Asset Management Holding SA 0.30% Reduce -9.0% 1,474,267 $266.8M
Barclays PLC 0.11% Add +8.1% 1,290,754 $233.6M
Amundi 0.08% Add +23.4% 1,249,546 $220.8M
Champlain Investment Partners, LLC 1.37% Reduce -7.8% 1,044,739 $189.1M
Norges Bank 0.02% Reduce -5.6% 981,711 $177.7M
Van Eck Associates Corp. 0.23% Add +0.8% 972,690 $176.0M
First Trust Advisors LP 0.14% Reduce -16.9% 878,647 $159.0M
Fenimore Asset Management Inc 3.28% Add +2.0% 855,951 $154.9M
Nordea Investment Management AB 0.16% Reduce -0.9% 855,020 $153.5M
Alecta Tjanstepension Omsesidigt 0.81% No change 800,000 $144.6M
Northern Trust Corp. 0.02% Reduce -1.9% 778,297 $140.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +2.9% 769,341 $139.2M
King Luther Capital Management Corp. 0.61% Reduce -3.1% 720,828 $130.4M
Dimensional Fund Advisors LP 0.03% Add +6.9% 685,206 $124.0M
Fisher Asset Management 0.05% Reduce -0.7% 659,324 $119.3M
Charles Schwab Investment Management Inc. 0.02% Add +1.3% 648,477 $117.4M
Bank of New York Mellon Corp 0.02% Reduce -4.9% 611,422 $110.6M
Legal & General Group Plc 0.03% Add +8.5% 528,668 $95.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.20% Reduce -3.6% 510,333 $92.4M
Snyder Capital Management L P 1.93% Add +1.5% 487,395 $88.2M
Millennium Management 0.09% Add +1232.4% 487,274 $88.2M
Deutsche Bank AG 0.03% Add +1.5% 470,495 $85.1M
Findlay Park Partners LLP 0.87% Add +66.0% 469,299 $84.9M
Westfield Capital Management Co. LP 0.39% Add +25.7% 445,203 $80.6M
Goldman Sachs Group Inc. 0.02% Reduce -15.7% 440,843 $79.8M
Allianz Asset Management GmbH 0.11% Add +5.5% 428,908 $77.6M
Bank of America Corp. 0.01% Reduce -0.1% 409,946 $74.2M
Weitz Investment Management, Inc. 3.86% Add +21.4% 401,225 $72.6M
Marshall Wace, LLP 0.10% Add +11.4% 399,060 $72.2M
CCLA Investment Management 1.23% Reduce -19.2% 385,624 $69.7M
UBS Group AG 0.01% Reduce -11.6% 371,834 $67.3M
GW&K Investment Management, LLC 0.62% Reduce -2.0% 366,935 $66.4M
State Farm Mutual Automobile Insurance Co. 0.06% No change 335,939 $60.8M
Clearbridge Investments, LLC 0.05% Add +0.0% 335,168 $60.7M
JPMorgan Chase & Co. 0.00% Add +17.1% 308,260 $55.8M
Ensign Peak Advisors, Inc 0.10% Reduce -1.1% 301,729 $54.6M
Premier Fund Managers Ltd 2.03% Add +0.0% 300,122 $54.3M
Johnson Investment Counsel Inc. 0.51% Add +13.9% 290,262 $52.5M
HSBC Holdings PLC 0.03% Reduce -23.3% 286,260 $51.8M
Robeco Schweiz AG 1.24% Reduce -1.9% 277,779 $50.3M
Flossbach Von Storch SE 0.22% New 275,267 $49.8M
Primecap Management Co. 0.04% Reduce -3.3% 273,950 $49.6M
Boston Trust Walden Corp 0.36% Add +17.4% 272,474 $49.3M
Schroder Investment Management Group 0.05% Add +8.1% 270,599 $49.0M
Qube Research & Technologies Ltd 0.08% Add +35.9% 269,443 $48.8M
Two Sigma Advisers, LP 0.11% Reduce -17.5% 261,400 $47.3M
Maren Capital LLC 3.05% Reduce -0.5% 246,837 $44.7M
Deprince Race & Zollo Inc. 0.92% Add +68.8% 245,694 $44.5M
Mountain Pacific Investment Advisers LLC 3.26% Reduce -0.8% 242,135 $43.8M
Brown Advisory Inc. 0.06% Reduce -4.5% 236,697 $42.8M
AXA S.A. 0.14% Reduce -12.8% 235,004 $42.5M
Weiss Asset Management LP 1.64% Add +751.4% 230,315 $41.7M
Corient Private Wealth LP 0.07% Reduce -10.4% 230,105 $41.6M
Voloridge Investment Management, LLC 0.15% Add +48.7% 227,831 $41.2M
Baron Capital (BAMCO) 0.12% Reduce -14.9% 222,991 $40.4M
California Public Employees Retirement System 0.03% Add +10.6% 215,007 $38.9M
Swiss National Bank 0.03% Reduce -0.1% 213,600 $38.7M
Gabelli Funds LLC 0.28% Reduce -2.2% 196,900 $35.6M
Evelyn Partners Investment Management LLP 1.14% Reduce -4.0% 188,359 $34.1M
Port Capital LLC 1.48% Reduce -7.3% 179,980 $32.6M
Interval Partners, LP 1.15% New 179,779 $32.5M
Sei Investments Co. 0.04% Add +29.5% 178,274 $32.3M
BNP Paribas Financial Markets 0.02% Add +41.6% 177,097 $32.0M
GAMCO Investors 0.35% Reduce -1.2% 175,891 $31.8M
Ameriprise Financial Inc. 0.01% Reduce -22.2% 175,346 $31.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.4% 172,732 $31.3M
Rhumbline Advisers 0.03% Add +6.1% 172,103 $31.1M
Sone Capital Management, LLC 3.08% New 165,226 $29.9M
TD Asset Management Inc 0.03% Add +3.1% 163,743 $29.6M
CIBC Private Wealth Group LLC 0.06% Reduce -1.0% 179,527 $29.1M
FIL Ltd 0.03% Reduce -1.7% 159,395 $28.8M
Nuveen, LLC 0.01% — 153,585 $27.8M
AE Wealth Management LLC 0.22% Add +0.7% 146,759 $26.6M
Two Sigma Investments, LP 0.06% Reduce -14.7% 138,199 $25.0M
ASR Vermogensbeheer N.V. 0.37% — 137,916 $25.0M
Comerica Bank 0.10% Add +28.0% 135,941 $24.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +14.9% 132,823 $24.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +173.9% 131,845 $23.9M
DF Dent & Co. Inc. 0.31% Reduce -9.7% 129,676 $23.5M
California State Teachers Retirement System 0.03% Reduce -2.3% 128,558 $23.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +12.5% 124,723 $22.6M
Rockefeller Capital Management L.P. 0.05% Add +10.8% 120,862 $21.9M
Northwest & Ethical Investments L.P. 0.57% Add +20.4% 115,754 $20.9M
CANADA LIFE ASSURANCE Co 0.04% Add +50.8% 114,633 $20.8M
Soros Fund Management 0.50% Add +257.6% 109,262 $19.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -3.6% 102,907 $18.6M
Royal Bank of Canada 0.00% Reduce -21.3% 102,836 $18.6M
Raymond James Financial Inc. 0.01% Reduce -39.2% 102,789 $18.6M
DekaBank Deutsche Girozentrale 0.04% Reduce -8.7% 103,147 $18.4M
Geneva Capital Management LLC 0.34% Reduce -8.1% 100,723 $18.2M

"% of holder's portfolio" is IEX's weight in each manager's 13F, not the share of Idex Corp. the manager owns.

Show all 640 holders