IdexIEX

13F holders, Q3 2025 (September 30)
634holders −5
77new positions
79sold out
11famous investors
$164.49avg. 13F price*

At the end of Q3 2025, 634 institutions reported holding Idex Corp. (IEX) in their 13F filings, down 5 from Q2 2025. 77 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.5B), Wellington Management Group LLP ($1.1B) and BlackRock, Inc. ($924.6M). 11 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions77$145.4M
Exits79$244.0M

All 13F filers, Q2 2025 → Q3 2025: 7,892,209 shares bought and 8,578,256 shares sold, net −686,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 634 holders

Vanguard Group Inc. 0.02% Reduce -1.1% 9,092,987 $1.5B
Wellington Management Group LLP 0.18% Add +3.4% 6,477,929 $1.1B
BlackRock, Inc. 0.02% Reduce -1.8% 5,680,781 $924.6M
Morgan Stanley 0.03% Add +7.6% 3,370,742 $548.6M
State Street Corp. 0.02% Add +1.8% 3,154,742 $513.5M
Nordea Investment Management AB 0.33% Add +193.6% 2,364,312 $382.0M
Geode Capital Management, LLC 0.02% Add +1.3% 2,027,098 $328.6M
Impax Asset Management Group plc 1.86% Reduce -0.3% 1,960,819 $319.1M
Van Eck Associates Corp. 0.29% Add +8.3% 1,913,157 $311.4M
Invesco Ltd. 0.05% Add +16.1% 1,809,788 $294.6M
Primecap Management Co. 0.22% Add +250.7% 1,730,580 $281.7M
Amundi 0.08% Add +18.7% 1,517,903 $248.8M
First Trust Advisors LP 0.12% Add +6.2% 1,002,457 $163.2M
Champlain Investment Partners, LLC 1.16% Reduce -6.4% 941,927 $153.3M
Bank of Montreal 0.06% Add +22.5% 49,681 $148.1M
Fenimore Asset Management Inc 2.85% Add +0.2% 874,679 $142.4M
Flossbach Von Storch SE 0.51% Add +23.4% 791,020 $128.7M
Northern Trust Corp. 0.02% Reduce -0.9% 765,995 $124.7M
Pictet Asset Management Holding SA 0.12% Add +12.1% 739,327 $120.3M
Fisher Asset Management 0.04% Add +2.5% 724,802 $118.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -18.5% 693,067 $112.8M
Alecta Tjanstepension Omsesidigt 0.50% No change 689,900 $112.2M
Goldman Sachs Group Inc. 0.02% Add +40.0% 685,276 $111.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.3% 658,989 $107.3M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -57.2% 636,943 $103.7M
Dimensional Fund Advisors LP 0.02% Add +2.9% 620,175 $100.9M
Bank of New York Mellon Corp 0.02% Reduce -5.8% 616,079 $100.3M
UBS Group AG 0.02% Reduce -12.8% 608,296 $99.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% Add +1.4% 510,386 $83.1M
Legal & General Group Plc 0.02% Add +4.0% 496,455 $80.8M
Snyder Capital Management L P 1.51% Reduce -1.6% 489,700 $79.7M
Findlay Park Partners LLP 0.76% Reduce -1.8% 444,899 $72.4M
Voloridge Investment Management, LLC 0.23% Add +82.4% 422,936 $68.8M
JPMorgan Chase & Co. 0.00% Reduce -15.7% 407,052 $66.3M
Weitz Investment Management, Inc. 3.59% Add +0.1% 406,475 $66.2M
Bank of America Corp. 0.00% Reduce -0.0% 401,656 $65.4M
Westfield Capital Management Co. LP 0.27% Reduce -9.2% 398,283 $64.8M
Deutsche Bank AG 0.02% Add +2.3% 389,216 $63.3M
Boston Trust Walden Corp 0.46% Add +0.2% 382,246 $62.2M
T. Rowe Price Associates Inc. 0.01% Reduce -81.4% 374,124 $60.9M
Barclays PLC 0.02% Reduce -73.5% 353,884 $57.6M
Dodge & Cox 0.03% New 344,342 $56.0M
Deprince Race & Zollo Inc. 1.12% Add +15.9% 344,200 $56.0M
Citadel Advisors 0.04% Add +272.4% 336,945 $54.8M
State Farm Mutual Automobile Insurance Co. 0.05% No change 335,939 $54.7M
Two Sigma Investments, LP 0.09% Add +446.8% 329,337 $53.6M
Schroder Investment Management Group 0.04% Add +0.3% 316,222 $51.3M
Qube Research & Technologies Ltd 0.07% Reduce -52.3% 311,552 $50.7M
Johnson Investment Counsel Inc. 0.41% Reduce -2.5% 302,897 $49.3M
Squarepoint Ops LLC 0.10% Add +9.7% 290,131 $47.2M
Allianz Asset Management GmbH 0.06% Reduce -35.1% 288,572 $47.0M
Ensign Peak Advisors, Inc 0.07% Reduce -9.6% 273,683 $44.5M
Robeco Schweiz AG 0.99% Add +14.2% 271,089 $44.1M
Millennium Management 0.04% Reduce -55.7% 270,233 $44.0M
Premier Fund Managers Ltd 1.74% Reduce -13.2% 261,588 $42.5M
HSBC Holdings PLC 0.02% Add +1.5% 253,997 $41.3M
D. E. Shaw & Co. 0.04% Add +205.4% 250,789 $40.8M
Maren Capital LLC 2.26% Add +5.5% 248,908 $40.5M
Adage Capital Partners Gp, L.L.C. 0.06% Add +253.4% 244,476 $39.8M
King Luther Capital Management Corp. 0.16% Reduce -60.8% 238,057 $38.7M
Corient Private Wealth LP 0.06% Add +0.5% 222,858 $36.3M
Two Sigma Advisers, LP 0.07% Add +35.0% 221,000 $36.0M
Baron Capital (BAMCO) 0.09% Reduce -0.9% 218,922 $35.6M
Swiss National Bank 0.02% Reduce -4.5% 217,800 $35.4M
Brown Advisory Inc. 0.04% Reduce -4.5% 198,795 $32.4M
Arrowstreet Capital, Limited Partnership 0.02% Add +74.5% 193,981 $31.6M
Gabelli Funds LLC 0.21% Reduce -1.3% 190,900 $31.1M
California Public Employees Retirement System 0.02% Reduce -3.1% 178,764 $29.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.7% 174,571 $28.4M
GAMCO Investors 0.28% Reduce -0.4% 174,399 $28.4M
CIBC Private Wealth Group LLC 0.05% Reduce -2.7% 172,312 $28.0M
Rhumbline Advisers 0.02% Reduce -4.1% 170,659 $27.8M
Renaissance Technologies 0.04% Add +1899.1% 170,425 $27.7M
Evelyn Partners Investment Management LLP 0.78% Reduce -4.1% 169,727 $27.6M
Nuveen, LLC 0.01% Reduce -0.5% 163,056 $26.5M
FIL Ltd 0.02% Reduce -57.1% 162,887 $26.5M
Nuance Investments, LLC 2.69% Add +102.3% 162,594 $26.5M
ASR Vermogensbeheer N.V. 0.32% Add +13.1% 159,934 $26.0M
AE Wealth Management LLC 0.16% Add +4.2% 158,841 $25.9M
BLI - Banque de Luxembourg Investments 0.73% Add +66.5% 154,800 $25.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +0.4% 154,106 $25.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +8.3% 153,619 $25.0M
Sei Investments Co. 0.03% Add +6.1% 152,141 $24.8M
BNP Paribas Financial Markets 0.02% Add +51.0% 150,633 $24.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -12.6% 149,842 $24.4M
Comerica Bank 0.09% Reduce -1.4% 140,050 $22.8M
California State Teachers Retirement System 0.02% Reduce -0.0% 136,167 $22.2M
Nicholas Company, Inc. 0.37% Add +28.0% 132,563 $21.6M
Ameriprise Financial Inc. 0.00% Reduce -7.0% 128,236 $20.9M
Mountain Pacific Investment Advisers LLC 3.09% Reduce -49.8% 121,238 $19.7M
AQR Capital Management 0.01% Add +189.3% 118,218 $19.2M
CANADA LIFE ASSURANCE Co 0.03% Add +3.1% 116,814 $19.0M
DF Dent & Co. Inc. 0.24% Reduce -12.5% 116,241 $18.9M
Citigroup Inc. 0.01% Add +15.4% 114,638 $18.7M
Northwest & Ethical Investments L.P. 0.44% No change 113,506 $18.5M
DekaBank Deutsche Girozentrale 0.03% No change 112,957 $18.2M
Port Capital LLC 0.74% Reduce -39.5% 109,791 $17.9M
Russell Investments Group, Ltd. 0.02% Add +44.7% 109,700 $17.9M
Harvey Investment Co. LLC 1.90% Add +24.6% 109,344 $17.8M
Thematics Asset Management 0.80% Add +11.3% 108,154 $17.6M

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

Show all 634 holders