IdexIEX

13F holders, Q4 2025 (December 31)
630holders −4
69new positions
83sold out
9famous investors
$178.03avg. 13F price*

At the end of Q4 2025, 630 institutions reported holding Idex Corp. (IEX) in their 13F filings, down 4 from Q3 2025. 69 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($1.6B), Wellington Management Group LLP ($1.0B) and BlackRock, Inc. ($1.0B). 9 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions69$147.7M
Exits83$132.7M

All 13F filers, Q3 2025 → Q4 2025: 7,812,364 shares bought and 7,435,387 shares sold, net +376,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 630 holders

Vanguard Group Inc. 0.02% Reduce -1.1% 8,992,612 $1.6B
Wellington Management Group LLP 0.18% Reduce -12.1% 5,692,502 $1.0B
BlackRock, Inc. 0.02% Add +0.1% 5,686,058 $1.0B
Morgan Stanley 0.03% Reduce -3.1% 3,266,370 $581.2M
Primecap Management Co. 0.43% Add +86.5% 3,226,787 $574.2M
State Street Corp. 0.02% Add +0.6% 3,172,410 $564.5M
Nordea Investment Management AB 0.34% Reduce -4.6% 2,255,150 $401.4M
Geode Capital Management, LLC 0.02% Add +0.4% 2,034,942 $360.7M
Van Eck Associates Corp. 0.29% Add +3.3% 1,976,856 $351.8M
Impax Asset Management Group plc 1.90% Reduce -12.8% 1,708,816 $304.1M
Invesco Ltd. 0.03% Reduce -6.5% 1,692,180 $301.1M
Amundi 0.08% Reduce -2.0% 1,487,659 $264.7M
Dodge & Cox 0.12% Add +266.7% 1,262,550 $224.7M
Millennium Management 0.14% Add +293.6% 1,063,763 $189.3M
Norges Bank 0.02% — 914,850 $162.8M
UBS Group AG 0.03% Add +47.0% 894,371 $159.1M
First Trust Advisors LP 0.11% Reduce -12.5% 876,978 $156.0M
Champlain Investment Partners, LLC 1.50% Reduce -11.8% 830,647 $147.8M
Fenimore Asset Management Inc 3.04% Reduce -6.3% 819,203 $145.8M
Flossbach Von Storch SE 0.56% Add +0.9% 798,104 $142.0M
Dimensional Fund Advisors LP 0.03% Add +26.5% 784,354 $139.6M
Northern Trust Corp. 0.02% Reduce -2.3% 748,352 $133.2M
Balyasny Asset Management L.P. 0.25% Add +35817.3% 720,142 $128.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +2.0% 706,990 $125.8M
Alecta Tjanstepension Omsesidigt 0.54% No change 689,900 $122.7M
Charles Schwab Investment Management Inc. 0.02% Add +1.2% 667,134 $118.7M
Fisher Asset Management 0.04% Reduce -9.6% 655,587 $116.7M
Citadel Advisors 0.07% Add +64.7% 554,821 $98.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Add +2.4% 522,727 $93.0M
Goldman Sachs Group Inc. 0.01% Reduce -27.9% 494,336 $88.0M
Deutsche Bank AG 0.03% Add +25.8% 489,441 $87.1M
Bank of New York Mellon Corp 0.02% Reduce -20.8% 488,108 $86.9M
Legal & General Group Plc 0.02% Reduce -2.6% 483,687 $86.1M
Snyder Capital Management L P 1.58% Reduce -3.0% 474,963 $84.5M
Arrowstreet Capital, Limited Partnership 0.05% Add +138.8% 463,262 $82.4M
Boston Trust Walden Corp 0.62% Add +21.1% 462,703 $82.3M
Robeco Schweiz AG 1.65% Add +52.2% 412,636 $73.4M
Pictet Asset Management Holding SA 0.07% Reduce -44.4% 411,060 $73.1M
Westfield Capital Management Co. LP 0.30% Add +0.9% 401,998 $71.5M
Weitz Investment Management, Inc. 4.13% Reduce -3.7% 391,475 $69.7M
Findlay Park Partners LLP 0.84% Reduce -16.8% 370,399 $65.9M
Deprince Race & Zollo Inc. 1.22% Add +4.3% 359,152 $63.9M
JPMorgan Chase & Co. 0.00% Reduce -14.4% 348,333 $62.0M
Bank of America Corp. 0.00% Reduce -13.5% 347,369 $61.8M
State Farm Mutual Automobile Insurance Co. 0.05% No change 335,939 $59.8M
Interval Partners, LP 1.39% New 333,774 $59.4M
Schonfeld Strategic Advisors LLC 0.27% Add +2797.7% 295,711 $52.6M
Schroder Investment Management Group 0.04% Reduce -12.4% 277,143 $49.7M
Adage Capital Partners Gp, L.L.C. 0.07% Add +11.9% 273,476 $48.7M
Barclays PLC 0.02% Reduce -23.9% 269,304 $47.9M
American Century Companies Inc. 0.02% New 262,617 $46.7M
AQR Capital Management 0.02% Add +118.2% 257,896 $45.9M
Two Sigma Investments, LP 0.07% Reduce -22.0% 257,008 $45.7M
Johnson Investment Counsel Inc. 0.35% Reduce -20.4% 241,162 $42.9M
Ensign Peak Advisors, Inc 0.07% Reduce -13.3% 237,277 $42.2M
HSBC Holdings PLC 0.02% Reduce -7.8% 234,189 $41.7M
FIL Ltd 0.03% Add +37.5% 223,912 $39.8M
Corient Private Wealth LP 0.05% Reduce -3.3% 215,525 $38.4M
Maren Capital LLC 2.06% Reduce -13.6% 214,994 $38.3M
Swiss National Bank 0.02% Reduce -5.5% 205,900 $36.6M
Brown Advisory Inc. 0.05% Add +2.8% 204,407 $36.4M
BLI - Banque de Luxembourg Investments 0.99% Add +22.0% 188,900 $33.9M
Evelyn Partners Investment Management LLP 0.91% Add +9.2% 185,359 $33.0M
King Luther Capital Management Corp. 0.13% Reduce -22.3% 184,992 $32.9M
Gabelli Funds LLC 0.22% Reduce -5.1% 181,100 $32.2M
Qube Research & Technologies Ltd 0.05% Reduce -42.4% 179,394 $31.9M
Premier Fund Managers Ltd 1.84% Reduce -32.0% 177,899 $31.9M
Nuveen, LLC 0.01% Add +7.8% 175,697 $31.3M
ASR Vermogensbeheer N.V. 0.35% Add +7.2% 171,472 $30.5M
GAMCO Investors 0.29% Reduce -2.1% 170,799 $30.4M
Two Sigma Advisers, LP 0.06% Reduce -23.0% 170,100 $30.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -3.1% 169,115 $30.1M
T. Rowe Price Associates Inc. 0.00% Reduce -54.9% 168,737 $30.0M
California Public Employees Retirement System 0.02% Reduce -7.4% 165,595 $29.5M
Rhumbline Advisers 0.02% Reduce -3.4% 164,942 $29.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +4.5% 160,520 $28.7M
Point72 Asset Management 0.05% Add +1911.9% 157,111 $28.0M
DekaBank Deutsche Girozentrale 0.05% No change 112,957 $27.6M
Marshall Wace, LLP 0.03% Add +255.8% 155,244 $27.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -0.3% 153,579 $27.5M
CIBC Private Wealth Group LLC 0.05% Reduce -10.8% 153,794 $27.4M
Voloridge Investment Management, LLC 0.09% Reduce -67.8% 136,300 $24.3M
Russell Investments Group, Ltd. 0.03% Add +22.7% 134,578 $24.0M
California State Teachers Retirement System 0.02% Reduce -2.6% 132,591 $23.6M
Nicholas Company, Inc. 0.41% Reduce -0.0% 132,533 $23.6M
Ameriprise Financial Inc. 0.01% Reduce -1.7% 126,019 $22.4M
Citigroup Inc. 0.01% Add +6.0% 121,528 $21.6M
Mountain Pacific Investment Advisers LLC 3.47% Reduce -0.7% 120,375 $21.4M
D. E. Shaw & Co. 0.02% Reduce -52.4% 119,470 $21.3M
Nuance Investments, LLC 2.30% Reduce -27.8% 117,447 $20.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -24.3% 113,410 $20.2M
Harvey Investment Co. LLC 2.09% Add +0.8% 110,189 $19.6M
Port Capital LLC 0.84% Reduce -0.6% 109,158 $19.4M
Engineers Gate Manager LP 0.23% Add +1239.6% 107,661 $19.2M
Tredje AP-fonden 0.14% Add +892.1% 104,878 $18.7M
Northwest & Ethical Investments L.P. 0.42% Reduce -7.8% 104,652 $18.6M
Sei Investments Co. 0.02% Reduce -31.9% 103,663 $18.4M
Curi Capital, LLC 0.32% Add +4.6% 102,095 $18.2M
Clarkston Capital Partners, LLC 0.41% Reduce -0.2% 99,835 $17.8M
Eventide Asset Management, LLC 0.28% Add +2.9% 99,135 $17.7M

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

Show all 630 holders