Security key
45167R104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 75,588,304
- Total 13F shares
- 75,915,038
- Share change
- +1,480,482
- Total reported value
- $8,572,590,272
- Put/Call ratio
- 105%
- Price per share
- $113.01
- Number of holders
- 326
- Value change
- +$174,835,698
- Number of buys
- 165
- Number of sells
- 143
Report period
Q2 2017
Institutions
326
Top holders
10
IEX full security history
Newer quarter: Q3 2017
Previous quarter: Q1 2017
IDEX CORP /DE/ SEC filings
IDEX CORP /DE/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 45167R104
Recent filing periods:
Top shareholders of IEX - IDEX CORP /DE/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
11%
|
8,080,499
|
$755,607,000 | — | 31 Mar 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.5%
|
6,425,051
|
$600,808,000 | — | 31 Mar 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.3%
|
6,246,396
|
$584,099,000 | — | 31 Mar 2017 | |
| Capital World Investors |
13F
|
Company |
7.9%
|
5,965,370
|
$557,822,000 | — | 31 Mar 2017 | |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
|
Company |
4.9%
|
3,734,660
|
$349,228,000 | — | 31 Mar 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3.8%
|
2,861,602
|
$267,587,000 | — | 31 Mar 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
3.7%
|
2,830,339
|
$264,665,000 | — | 31 Mar 2017 | |
| STATE STREET CORP |
13F
|
Company |
2.6%
|
1,986,385
|
$185,741,000 | — | 31 Mar 2017 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
2.3%
|
1,709,578
|
$159,863,000 | — | 31 Mar 2017 | |
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
13F
|
Company |
2%
|
1,478,385
|
$138,244,000 | — | 31 Mar 2017 | |
| FMR LLC |
13F
|
Company |
1.8%
|
1,348,471
|
$126,096,000 | — | 31 Mar 2017 | |
| Clearbridge Investments, LLC |
13F
|
Company |
1.8%
|
1,326,704
|
$124,060,000 | — | 31 Mar 2017 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
1.7%
|
1,294,033
|
$120,229,000 | — | 31 Mar 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.6%
|
1,232,818
|
$115,280,000 | — | 31 Mar 2017 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
1.6%
|
1,178,440
|
$110,196,000 | — | 31 Mar 2017 | |
| Capital International Investors |
13F
|
Company |
1.3%
|
999,400
|
$93,454,000 | — | 31 Mar 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.3%
|
954,921
|
$89,295,000 | — | 31 Mar 2017 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
1.2%
|
919,556
|
$85,987,000 | — | 31 Mar 2017 | |
| PICTET ASSET MANAGEMENT LTD |
13F
|
Company |
1.2%
|
898,835
|
$84,050,000 | — | 31 Mar 2017 | |
| Impax Asset Management LTD |
13F
|
Company |
1.1%
|
853,006
|
$79,765,000 | — | 31 Mar 2017 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
1.1%
|
839,272
|
$78,480,000 | — | 31 Mar 2017 | |
| SNYDER CAPITAL MANAGEMENT L P |
13F
|
Company |
1.1%
|
797,313
|
$74,557,000 | — | 31 Mar 2017 | |
| CAPITAL GUARDIAN TRUST CO |
13F
|
Company |
1%
|
782,826
|
$73,202,000 | — | 31 Mar 2017 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.97%
|
732,141
|
$68,462,000 | — | 31 Mar 2017 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
0.94%
|
714,250
|
$66,790,000 | — | 31 Mar 2017 | |
| Invesco Ltd. |
13F
|
Company |
0.91%
|
690,270
|
$64,547,000 | — | 31 Mar 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.84%
|
632,556
|
$59,151,000 | — | 31 Mar 2017 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
0.8%
|
602,616
|
$56,351,000 | — | 31 Mar 2017 | |
| GABELLI FUNDS LLC |
13F
|
Company |
0.8%
|
601,400
|
$56,237,000 | — | 31 Mar 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.76%
|
572,828
|
$53,565,000 | — | 31 Mar 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.75%
|
567,016
|
$53,022,000 | — | 31 Mar 2017 | |
| NORGES BANK |
13F
|
Company |
0.74%
|
562,989
|
$52,645,000 | — | 31 Mar 2017 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.62%
|
469,073
|
$43,863,000 | — | 31 Mar 2017 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.6%
|
454,928
|
$42,540,000 | — | 31 Mar 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.56%
|
421,707
|
$39,436,000 | — | 31 Mar 2017 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.55%
|
415,533
|
$38,851,000 | — | 31 Mar 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.5%
|
377,304
|
$35,280,000 | — | 31 Mar 2017 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.49%
|
374,038
|
$34,977,000 | — | 31 Mar 2017 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.49%
|
372,649
|
$34,846,000 | — | 31 Mar 2017 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.49%
|
368,898
|
$34,448,000 | — | 31 Mar 2017 | |
| HAHN CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.45%
|
339,124
|
$31,711,485 | — | 31 Mar 2017 | |
| EDGE ASSET MANAGEMENT, INC |
13F
|
Company |
0.44%
|
332,510
|
$31,093,000 | — | 31 Mar 2017 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.43%
|
321,320
|
$30,047,000 | — | 31 Mar 2017 | |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
13F
|
Company |
0.41%
|
311,783
|
$29,155,000 | — | 31 Mar 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.41%
|
307,904
|
$28,792,000 | — | 31 Mar 2017 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.39%
|
296,596
|
$27,735,000 | — | 31 Mar 2017 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.37%
|
278,600
|
$26,051,000 | — | 31 Mar 2017 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.36%
|
270,949
|
$25,336,000 | — | 31 Mar 2017 | |
| MORGAN STANLEY |
13F
|
Company |
0.36%
|
268,461
|
$25,104,000 | — | 31 Mar 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.31%
|
236,186
|
$22,086,000 | — | 31 Mar 2017 |
Institutional Holders of IDEX CORP /DE/ - Common Stock (IEX) as of Q2 2017
As of 30 Jun 2017,
IDEX CORP /DE/ - Common Stock (IEX) was held by
326 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
75,915,038 shares.
The largest 10 holders included
PRICE T ROWE ASSOCIATES INC /MD/, BlackRock Inc., VANGUARD GROUP INC, Capital World Investors, WELLINGTON MANAGEMENT GROUP LLP, ATLANTA CAPITAL MANAGEMENT CO L L C, STATE STREET CORP, JPMORGAN CHASE & CO, ALLIANCEBERNSTEIN L.P., and SCHRODER INVESTMENT MANAGEMENT GROUP.
This page lists
326
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
302
Q2 2017 holders
326
Holder diff
24
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 Value $ | Q2 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.