IDEX Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 9.24 M | $1.98 B | 0.41% | 12.21% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 6.24 M | $1.34 B | 100.00% | 8.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 3.39 M | $726.90 M | -40.04% | 4.48% |
| STATE STREET CORP | 11/14/2024 | 3.02 M | $647.36 M | 0.50% | 3.99% |
| MORGAN STANLEY | 11/14/2024 | 2.89 M | $620.54 M | 6.40% | 3.82% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 2.83 M | $607.23 M | 108.39% | 3.74% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 11/06/2024 | 1.89 M | $405.83 M | -3.52% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.89 M | $404.34 M | 1.25% | 2.50% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.85 M | $397.22 M | 1.58% | 2.45% |
| INVESCO LTD. | 11/12/2024 | 1.71 M | $367.10 M | 12.52% | 2.26% |
| AMUNDI | 11/13/2024 | 1.64 M | $347.59 M | 11.43% | 2.17% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/12/2024 | 1.52 M | $327.00 M | -4.47% | 2.01% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 11/12/2024 | 1.22 M | $262.48 M | 28.78% | 1.62% |
| BARCLAYS PLC | 11/19/2024 | 1.18 M | $252.60 M | 1.23% | 1.56% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 1.03 M | $211.47 M | 9,424.61% | 1.36% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 950,717 | $203.93 M | 24.33% | 1.26% |
| FENIMORE ASSET MANAGEMENT INC | 11/14/2024 | 836,806 | $179.49 M | 1.31% | 1.11% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 818,839 | $175.26 M | 3.03% | 1.08% |
| ALECTA TJANSTEPENSION OMSESIDIGT | 10/18/2024 | 800,000 | $171.57 M | 0.00% | 1.06% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11/08/2024 | 742,724 | $159.31 M | 16.18% | 0.98% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 659,006 | $141.36 M | 7.64% | 0.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 630,443 | $135.23 M | 0.74% | 0.83% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 614,009 | $131.70 M | 2.19% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 594,674 | $127.56 M | 10.87% | 0.79% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 567,177 | $121.66 M | 20.50% | 0.75% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 534,759 | $114.71 M | 6.07% | 0.71% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 500,360 | $107.33 M | 2.15% | 0.66% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 464,555 | $99.65 M | 4.90% | 0.61% |
| CEREDEX VALUE ADVISORS LLC | 10/29/2024 | 436,550 | $93.64 M | 4.85% | 0.58% |
| CCLA INVESTMENT MANAGEMENT | 11/07/2024 | 433,403 | $86.70 M | 0.00% | 0.57% |
| SNYDER CAPITAL MANAGEMENT L P | 11/14/2024 | 427,934 | $91.79 M | 13.74% | 0.57% |
| MARSHALL WACE, LLP | 11/14/2024 | 420,068 | $90.10 M | 313.62% | 0.55% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 413,300 | $88.65 M | -5.68% | 0.55% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 371,939 | $79.78 M | -24.57% | 0.49% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 371,842 | $79.76 M | 2.95% | 0.49% |
| FUNDSMITH LLP | 11/14/2024 | 362,501 | $77.76 M | 0.00% | 0.48% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2024 | 356,158 | $76.40 M | -8.94% | 0.47% |
| ROBECO SCHWEIZ AG | 11/04/2024 | 337,187 | $72.33 M | -0.03% | 0.45% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 11/12/2024 | 335,939 | $72.06 M | 0.00% | 0.44% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 335,130 | $71.89 M | -0.19% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 334,335 | $71.71 M | -9.22% | 0.44% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 312,900 | $67.12 M | 0.00% | 0.41% |
| BROWN ADVISORY INC | 11/13/2024 | 305,298 | $65.49 M | -41.13% | 0.40% |
| PREMIER FUND MANAGERS LTD | 11/08/2024 | 300,000 | $64.48 M | 36.36% | 0.40% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 297,580 | $63.83 M | -15.88% | 0.39% |
| JPMORGAN CHASE & CO | 12/26/2024 | 295,574 | $63.40 M | -62.98% | 0.39% |
| MAREN CAPITAL LLC | 11/14/2024 | 294,752 | $63.22 M | 0.60% | 0.39% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/08/2024 | 294,495 | $63.17 M | -3.05% | 0.39% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 293,089 | $63.01 M | 21.06% | 0.39% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 283,467 | $60.80 M | 17.50% | 0.37% |
IDEX Corporationinstitutional Ownership - FAQ's
During the previous two years, 838 institutional investors and hedge funds held shares of IDEX Corporation. The most heavily invested institutionals were:
BluePath Capital Management, LLC: 0
FNY Investment Advisers, LLC: 0
VANGUARD GROUP INC: 9.24 M
BlackRock Funding, Inc. /DE: 6.24 M
PRICE T ROWE ASSOCIATES INC /MD/: 3.39 M
STATE STREET CORP: 3.02 M
96.72% of IDEX Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 95.58 M shares in the last 24 months. This purchase volume represents approximately $20.49 B in transactions.