Security Snapshot

IDEX CORP /DE/ - Common Stock (IEX) Institutional Ownership

CUSIP: 45167R104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

621

Shares (Excl. Options)

77,044,988

Price

$177.94

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Type / Class
Equity / Common Stock
Symbol
IEX on NYSE
Shares outstanding
74,213,347
Price per share
$189.55
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
77,044,988
Total reported value
$13,716,509,759
% of total 13F portfolios
0.01%
Share change
+1,338,891
Value change
+$245,426,658
Number of holders
621
Price from insider filings
$189.55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • IEX - IDEX CORP /DE/ - Common Stock is tracked under CUSIP 45167R104.
  • 621 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 621 to 197 between Q4 2025 and Q1 2026.
  • Reported value moved from $13,716,509,759 to $1,050,530,321.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 621 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 45167R104?
CUSIP 45167R104 identifies IEX - IDEX CORP /DE/ - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of IDEX CORP /DE/ - Common Stock (IEX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 8.3% +23% $1,137,133,303 +$220,600,739 6,266,233 +24% Wellington Management Group LLP 30 Jun 2025
VANGUARD CAPITAL MANAGEMENT LLC 7.5% $1,059,255,631 5,588,265 Vanguard Capital Management 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 5.1% $716,090,330 3,777,844 Vanguard Portfolio Management 31 Mar 2026

As of 31 Dec 2025, 621 institutional investors reported holding 77,044,988 shares of IDEX CORP /DE/ - Common Stock (IEX). This represents 104% of the company’s total 74,213,347 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of IDEX CORP /DE/ - Common Stock (IEX) together control 70% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 12% 8,992,612 -1.1% 0.02% $1,600,145,378
WELLINGTON MANAGEMENT GROUP LLP 7.7% 5,692,502 -12% 0.18% $1,012,923,806
BlackRock, Inc. 7.7% 5,686,058 +0.09% 0.02% $1,011,777,246
MORGAN STANLEY 4.4% 3,266,370 -3.1% 0.03% $581,218,242
PRIMECAP MANAGEMENT CO/CA/ 4.3% 3,226,787 +86% 0.43% $574,174,479
STATE STREET CORP 4.3% 3,172,410 +0.56% 0.02% $564,498,635
NORDEA INVESTMENT MANAGEMENT AB 3% 2,255,150 -4.6% 0.34% $401,416,700
GEODE CAPITAL MANAGEMENT, LLC 2.7% 2,034,942 +0.39% 0.02% $360,739,781
VAN ECK ASSOCIATES CORP 2.7% 1,976,856 +3.3% 0.29% $351,762,000
Impax Asset Management Group plc 2.3% 1,708,816 -13% 1.9% $304,066,749
Invesco Ltd. 2.3% 1,692,180 -6.5% 0.05% $301,106,510
Amundi 2% 1,487,659 -2% 0.08% $264,670,330
Dodge & Cox 1.7% 1,262,550 +267% 0.12% $224,658,147
MILLENNIUM MANAGEMENT LLC 1.4% 1,063,763 +294% 0.14% $189,285,988
NORGES BANK 1.2% 914,850 0.02% $162,788,409
UBS Group AG 1.2% 894,371 +47% 0.03% $159,144,376
FIRST TRUST ADVISORS LP 1.2% 876,978 -13% 0.11% $156,049,505
Champlain Investment Partners, LLC 1.1% 830,647 -12% 1.5% $147,805,327
Fenimore Asset Management Inc 1.1% 819,203 -6.3% 3% $145,769,051
FLOSSBACH VON STORCH SE 1.1% 798,104 +0.9% 0.56% $142,014,626
DIMENSIONAL FUND ADVISORS LP 1.1% 784,354 +26% 0.03% $139,573,383
NORTHERN TRUST CORP 1% 748,352 -2.3% 0.02% $133,161,754
Balyasny Asset Management L.P. 0.97% 720,142 +35817% 0.24% $128,142,067
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.95% 706,990 +2% 0.03% $125,801,800
Alecta Tjanstepension Omsesidigt 0.93% 689,900 0% 0.54% $122,726,311

Institutional Holders of IDEX CORP /DE/ - Common Stock (IEX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 5,544,786 $1,050,530,321 +$89,371,897 $189.55 197
2025 Q4 77,044,988 $13,716,509,759 +$245,426,658 $177.94 621
2025 Q3 75,564,638 $12,288,083,407 -$303,673,659 $162.76 624
2025 Q2 77,119,421 $13,546,233,266 +$520,421,588 $175.57 635
2025 Q1 74,253,890 $13,424,227,959 -$226,355,636 $180.97 633
2024 Q4 74,945,656 $15,684,032,227 +$89,264,005 $209.29 622
2024 Q3 74,064,063 $15,863,019,116 +$54,944,418 $214.50 607
2024 Q2 73,712,051 $14,821,788,832 +$50,779,069 $201.20 619
2024 Q1 73,032,974 $17,794,591,618 -$252,472,296 $244.02 618
2023 Q4 74,041,860 $16,070,556,615 -$133,241,681 $217.11 614
2023 Q3 74,241,077 $15,437,155,045 +$248,779,889 $208.02 614
2023 Q2 72,802,188 $15,674,653,186 -$256,356,698 $215.26 634
2023 Q1 73,682,501 $17,009,701,585 -$74,926,381 $231.03 608
2022 Q4 72,805,296 $16,626,609,232 +$390,560,795 $228.33 607
2022 Q3 74,159,579 $14,827,648,041 -$227,490,831 $199.85 547
2022 Q2 72,684,387 $13,197,962,212 -$115,531,200 $181.63 553
2022 Q1 74,078,142 $14,211,780,120 +$54,697,548 $191.73 561
2021 Q4 73,777,420 $17,426,737,613 -$160,566,900 $236.32 575
2021 Q3 74,253,582 $15,374,482,467 -$193,039,418 $206.95 529
2021 Q2 75,065,151 $16,516,165,989 +$283,407,520 $220.05 535
2021 Q1 74,397,846 $15,574,047,089 +$199,573,338 $209.32 528
2020 Q4 73,474,419 $14,632,768,232 -$16,538,368 $199.20 533
2020 Q3 73,656,091 $13,431,492,438 -$195,238,490 $182.41 484
2020 Q2 74,774,673 $11,815,959,673 +$277,306,837 $158.04 486
2020 Q1 72,715,080 $10,045,403,106 -$261,755,246 $138.11 479
2019 Q4 74,181,261 $12,759,083,152 -$115,430,049 $172.00 461
2019 Q3 74,883,565 $12,270,691,577 +$269,754,627 $163.88 448
2019 Q2 73,228,682 $12,599,935,764 +$215,295,290 $172.14 418
2019 Q1 72,549,470 $11,008,889,119 +$158,482,028 $151.74 419
2018 Q4 71,630,171 $9,043,839,942 -$249,144,690 $126.26 407
2018 Q3 73,310,871 $11,043,803,854 -$56,941,108 $150.66 425
2018 Q2 73,740,100 $10,062,984,015 -$55,582,470 $136.48 401
2018 Q1 74,129,506 $10,563,942,066 +$35,042,070 $142.51 405
2017 Q4 74,084,160 $9,776,728,271 -$98,776,664 $131.97 391
2017 Q3 74,705,791 $9,077,797,191 -$141,240,456 $121.47 349
2017 Q2 75,915,038 $8,572,590,272 +$174,835,698 $113.01 326
2017 Q1 74,609,650 $6,976,571,481 +$539,798,237 $93.51 302
2016 Q4 74,787,034 $6,736,204,718 -$8,911,565 $90.06 321
2016 Q3 74,873,496 $7,000,426,490 +$11,785,286 $93.57 309
2016 Q2 74,996,666 $6,158,789,156 -$59,826,824 $82.10 311
2016 Q1 75,726,823 $6,265,401,068 -$47,208,921 $82.88 294
2015 Q4 76,350,248 $5,848,947,591 -$18,853,012 $76.61 287
2015 Q3 76,776,971 $5,474,020,173 +$21,550,743 $71.30 273
2015 Q2 76,734,510 $6,027,661,369 +$35,710,660 $78.58 269
2015 Q1 75,681,953 $5,736,793,953 -$59,588,103 $75.83 274
2014 Q4 77,055,985 $5,996,679,307 +$38,750,875 $77.84 284
2014 Q3 77,248,936 $5,590,716,647 -$75,425,469 $72.37 294
2014 Q2 78,281,370 $6,320,341,972 -$52,992,776 $80.74 286
2014 Q1 79,161,406 $5,769,247,884 -$116,150,602 $72.89 303
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