IDEX Corporation (IEX) Ownership

226.10 ↓0.73 (-0.32%)

As of April 18, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of IDEX Corporation (IEX), owning a total of 9.2 million shares. Combined, the top 30 institutional holders of IEX own 76.71% of the company with a total of 58 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of IEX by 2.5 million shares. 14 institutions bought 3,182,718 total additional shares and increased their ownership by an average of 46.07%. However 6 institutions sold 663,431 total shares and decreased their ownership by an average of 7.59%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of IDEX Corporation increased by a net total of 2,519,287 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.129%	-0.156%	9,180,201	-14,308	2023-12-31
T. Rowe Price Associates, Inc.	9.790%	12.679%	7,409,706	833,772	2023-12-31
BlackRock Inc	8.018%	1.742%	6,068,327	103,903	2023-12-31
State Street Corporation	3.953%	1.323%	2,991,611	39,052	2023-12-31
Morgan Stanley - Brokerage Accounts	3.324%	11.620%	2,516,130	261,937	2023-12-31
Wellington Management Company LLP	2.932%	-0.540%	2,219,226	-12,053	2023-12-31
Impax Asset Management Group PLC	2.894%	4.012%	2,190,741	84,502	2023-12-31
Pictet Asset Manangement SA	2.443%	1.336%	1,848,751	24,374	2023-12-31
Geode Capital Management, LLC	2.309%	1.826%	1,747,932	31,340	2023-12-31
Amundi	2.240%	32.224%	1,695,764	413,271	2023-12-31
T. Rowe Price Investment Management,Inc.	2.237%	1.146%	1,693,253	19,191	2023-12-31
Barclays PLC	1.508%	-0.199%	1,141,310	-2,273	2023-12-31
Champlain Investment Partners, LLC	1.460%	-3.279%	1,105,341	-37,475	2023-12-31
NORGES BANK	1.445%	10.214%	1,093,571	101,342	2023-12-31
Amvescap Plc.	1.431%	6.136%	1,083,193	62,624	2023-12-31
JPMorgan Chase & Co	1.354%	-3.081%	1,024,541	-32,567	2023-12-31
Goldman Sachs Group Inc	1.302%	139.793%	985,620	574,590	2023-12-31
Brown Advisory Holdings Inc	1.203%	-38.273%	910,860	-564,755	2023-12-31
Alecta Pensionsforsakring, Omsesidigt	1.032%	420.781%	781,172	631,172	2023-12-31
Fenimore Asset Management Inc	1.024%	0.213%	775,060	1,648	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.129%	-0.156%	9,180,201	-14,308	2023-12-31
T. Rowe Price Associates, Inc.	9.790%	12.679%	7,409,706	833,772	2023-12-31
BlackRock Inc	8.018%	1.742%	6,068,327	103,903	2023-12-31
State Street Corporation	3.953%	1.323%	2,991,611	39,052	2023-12-31
Morgan Stanley - Brokerage Accounts	3.324%	11.620%	2,516,130	261,937	2023-12-31
Wellington Management Company LLP	2.932%	-0.540%	2,219,226	-12,053	2023-12-31
Impax Asset Management Group PLC	2.894%	4.012%	2,190,741	84,502	2023-12-31
Pictet Asset Manangement SA	2.443%	1.336%	1,848,751	24,374	2023-12-31
Geode Capital Management, LLC	2.309%	1.826%	1,747,932	31,340	2023-12-31
Amundi	2.240%	32.224%	1,695,764	413,271	2023-12-31
T. Rowe Price Investment Management,Inc.	2.237%	1.146%	1,693,253	19,191	2023-12-31
Atlanta Capital Management Company,LLC	1.985%	1.225%	1,502,513	18,184	2022-09-30
Nordea Investment Mgmt Bank Demark A/s	1.686%	-1.120%	1,271,616	-14,404	2022-09-30
AllianceBernstein L.P.	1.664%	-29.008%	1,258,350	-514,179	2023-09-30
Barclays PLC	1.508%	-0.199%	1,141,310	-2,273	2023-12-31
Massachusetts Financial Services Company	1.479%	-20.040%	1,118,444	-280,306	2023-06-30
Champlain Investment Partners, LLC	1.460%	-3.279%	1,105,341	-37,475	2023-12-31
NORGES BANK	1.445%	10.214%	1,093,571	101,342	2023-12-31
Amvescap Plc.	1.431%	6.136%	1,083,193	62,624	2023-12-31
JPMorgan Chase & Co	1.354%	-3.081%	1,024,541	-32,567	2023-12-31
Goldman Sachs Group Inc	1.302%	139.793%	985,620	574,590	2023-12-31
FMR Inc	1.242%	-58.816%	939,134	-1,341,188	2023-06-30
Brown Advisory Holdings Inc	1.203%	-38.273%	910,860	-564,755	2023-12-31
Balyasny Asset Management LLC	1.059%	600.336%	800,694	686,364	2023-09-30
Northern Trust Corp	1.039%	6.092%	785,716	45,120	2023-09-30
Alecta Pensionsforsakring, Omsesidigt	1.032%	420.781%	781,172	631,172	2023-12-31
Fenimore Asset Management Inc	1.024%	0.213%	775,060	1,648	2023-12-31
King Luther Capital Management Corp	0.849%	0.164%	642,379	1,053	2023-09-30
Echo Street Capital Management LLC	0.843%	-9.513%	636,604	-66,929	2022-12-31
Bank of New York Mellon Corp	0.838%	-2.418%	631,642	-15,654	2022-09-30

Mutual Fund Ownership

T. Rowe Price New Horizons is the biggest individual fund holder of IDEX Corporation (IEX), owning a total of 2.8 million shares. Combined, the top 33 mutual fund holders of IEX own 48.90% of the company with a total of 37 million shares.

In the latest ownership report on February 29th 2024, the top 33 fund holders increased their combined ownership of IEX by 163 thousand shares. 5 funds bought 55,727 total additional shares and increased their ownership by an average of 0.72%. However 3 funds sold 219,152 total shares and decreased their ownership by an average of 6.71%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding IDEX Corporation decreased by a net total of -163,425 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.135%	-0.199%	2,371,569	-4,737	2024-02-29
Vanguard Small Cap Index	2.579%	1.029%	1,951,107	19,866	2024-02-29
Vanguard Institutional 500 Index Trust	2.497%	1.107%	1,889,187	20,677	2024-02-29
Vanguard Small Cap Value Index Inv	1.758%	0.546%	1,329,610	7,219	2024-02-29
SPDR® S&P 500 ETF Trust	1.167%	0.636%	882,842	5,580	2024-02-29
Champlain Mid Cap Fund, LLC	1.138%	-19.936%	861,086	-214,410	2024-02-29
iShares Core S&P 500 ETF	1.040%	0.304%	786,789	2,385	2024-02-29
BNP Paribas Aqua C C	0.776%	-0.001%	587,170	-5	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price New Horizons	3.709%	3.970%	2,805,879	107,131	2023-12-31
US Small-Cap Growth II Equity Comp	3.709%	3.970%	2,805,879	107,131	2023-12-31
Vanguard Total Stock Mkt Idx Inv	3.135%	-0.199%	2,371,569	-4,737	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.092%	1.990%	2,338,550	45,637	2023-03-31
Vanguard Small Cap Index	2.579%	1.029%	1,951,107	19,866	2024-02-29
Vanguard Institutional 500 Index Trust	2.497%	1.107%	1,889,187	20,677	2024-02-29
Vanguard 500 Index Investor	2.409%	0.619%	1,821,143	11,201	2023-08-31
Vanguard Small Cap Value Index Inv	1.758%	0.546%	1,329,610	7,219	2024-02-29
Pictet-Water I EUR	1.610%	-0.536%	1,218,021	-6,562	2023-12-31
Impax Water Strategy Composite	1.527%	0.000%	1,154,682	0	2024-01-31
Nordea 1 - Global Climate & Envir BI EUR	1.310%	0.000%	988,187	0	2022-09-30
Fidelity 500 Index	1.187%	1.034%	897,890	9,190	2024-01-31
SPDR® S&P 500 ETF Trust	1.167%	0.636%	882,842	5,580	2024-02-29
Fidelity® 500 Index	1.165%	0.640%	880,975	5,605	2023-11-30
Champlain Mid Cap Fund, LLC	1.138%	-19.936%	861,086	-214,410	2024-02-29
MFS Mid Cap Growth Equity	1.116%	-19.036%	843,650	-198,360	2023-06-30
T. Rowe Price Mid-Cap Growth	1.088%	-0.243%	822,900	-2,000	2023-12-31
T. Rowe Price US Mid-Cap Growth Equity	1.088%	-0.243%	822,900	-2,000	2023-12-31
Impax Leaders Strategy Composite	1.060%	-1.529%	801,596	-12,444	2024-01-31
Eaton Vance Atlanta Capital SMID-Cap I	1.041%	0.000%	787,756	0	2024-01-31
iShares Core S&P 500 ETF	1.040%	0.304%	786,789	2,385	2024-02-29
T. Rowe Price US Value Equity Composite	0.992%	-0.534%	750,620	-4,033	2023-12-31
T. Rowe Price Value	0.992%	-0.534%	750,620	-4,033	2023-12-31
AllianceBernstein US L/C Growth Eqty MF	0.985%	-18.865%	744,870	-173,190	2023-05-31
T. Rowe Price U.S. Value Equity Tr-Z	0.901%	0.595%	681,673	4,033	2023-12-31
Champlain Mid Cap Adv	0.893%	-0.735%	675,000	-5,000	2022-09-30
Hartford MidCap Y	0.887%	-3.075%	668,865	-21,222	2022-11-30
MFS Mid Cap Growth A	0.868%	-0.413%	656,165	-2,723	2023-08-31
AB Large Cap Growth A	0.838%	-11.865%	634,595	-85,427	2023-05-31
Principal LargeCap Growth I Instl	0.802%	0.000%	606,474	0	2023-07-31
BNP Paribas Aqua C C	0.776%	-0.001%	587,170	-5	2024-02-29
JPMorgan Mid Cap Value L	0.772%	0.000%	583,254	0	2023-07-31
JPM US Mid Cap Value-Composite	0.771%	0.000%	583,254	0	2023-09-30