Security Snapshot

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

CUSIP: 45167R104

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

453

Shares (Excl. Options)

42.17MFull value: 42,168,797 · shares · 30 Sep 2026

Price

$227.98

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-991,814
Value change
-$227,073,540
Number of holders
453
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
75,588,304
SEC-reported price per share
$237.19
Insider filing price
$237.19
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • IEX - IDEX CORP /DE/ - Common Stock is tracked under CUSIP 45167R104.
  • 453 institutions reported positions in Q3 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 691 to 453 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $17BFull value: $16,998,740,930 · USD · 30 Jun 2026
    to
    $9.61BFull value: $9,613,987,335 · USD · 30 Sep 2026
    .

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 453 institutions filings for Q3 2026.

Open SEC evidence

Security key

45167R104

13F reference period

Q3 2026

13F holders

453

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
IEX
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
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
WELLINGTON MANAGEMENT GROUP LLP 2.3% -75% $329,538,551 -$858,225,914 1,738,531 -72% Wellington Management Group LLP 31 Mar 2026
As of 30 Sep 2026, 453 institutional investors reported holding
42.17MFull value: 42,168,797 · shares · 30 Sep 2026
shares of IDEX CORP /DE/ - Common Stock (IEX). This represents 56% of the company’s total
75.59MFull value: 75,588,304 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
44%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD CAPITAL MANAGEMENT LLC 6.4% 4,818,572 -0.53% 0.02% $1,098,538,045
VANGUARD PORTFOLIO MANAGEMENT LLC 4.9% 3,712,345 -0.59% 0.04% $846,340,413
STATE STREET CORP 4.5% 3,374,643 +1.7% 0.02% $769,351,111
PRIMECAP MANAGEMENT CO/CA/ 4.4% 3,296,211 -0.12% 0.47% $751,470,185
MORGAN STANLEY 3.6% 2,700,866 -4.2% 0.03% $615,744,244
GEODE CAPITAL MANAGEMENT, LLC 2.8% 2,138,017 +1.9% 0.03% $485,618,737
Invesco Ltd. 2.4% 1,817,766 +21% 0.03% $414,414,292
Amundi 1.9% 1,420,326 -2.6% 0.07% $323,832,623
NORDEA INVESTMENT MANAGEMENT AB 1.7% 1,253,039 -32% 0.23% $288,311,743
Pictet Asset Management Holding SA 1.5% 1,142,448 -9.2% 0.25% $260,466,266
DIMENSIONAL FUND ADVISORS LP 1.1% 861,609 +1.4% 0.04% $196,444,770
Impax Asset Management Group plc 1.1% 814,419 -15% 1.4% $185,671,195
Fenimore Asset Management Inc 1% 772,862 -3.3% 3.9% $176,197,086
FLOSSBACH VON STORCH SE 0.81% 612,907 -5.2% 0.71% $139,730,538
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.75% 566,972 -21% 0.06% $129,258,277
WESTFIELD CAPITAL MANAGEMENT CO LP 0.69% 520,159 +1.3% 0.39% $118,585,849
FIRST TRUST ADVISORS LP 0.61% 457,372 -6.9% 0.06% $104,271,702
Thrivent Financial for Lutherans 0.55% 418,287 -0.01% 0.16% $95,361,000
VANGUARD FIDUCIARY TRUST CO 0.55% 416,167 +0.16% 0.02% $94,877,753
DEUTSCHE BANK AG\ 0.54% 411,038 -3.7% 0.03% $93,708,443
Alecta Tjanstepension Omsesidigt 0.5% 379,500 0% 0.36% $86,526,000
Boston Trust Walden Corp 0.49% 371,595 -4.8% 0.68% $84,716,228
Findlay Park Partners LLP 0.42% 317,699 -1.1% 1.1% $72,429,018
Quantinno Capital Management LP 0.39% 295,312 +38% 0.06% $67,325,356
Qube Research & Technologies Ltd 0.38% 289,848 +15% 0.07% $66,079,547

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 42,168,797 $9,613,987,335 -$227,073,540 $227.98 453
2026 Q2 74,952,503 $16,998,740,930 +$54,654,342 $226.95 691
2026 Q1 74,900,569 $14,179,283,812 -$428,599,094 $189.55 677
2025 Q4 77,066,309 $13,720,303,559 +$245,472,916 $177.94 626
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
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