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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 9.20 M | $2.25 B | 0.24% | 12.17% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 7.96 M | $1.94 B | 7.49% | 10.54% |
| 05/10/2024 | BLACKROCK INC. | 6.08 M | $1.48 B | 0.26% | 8.05% |
| 05/15/2024 | STATE STREET CORP | 2.98 M | $727.41 M | -0.36% | 3.94% |
| 05/15/2024 | MORGAN STANLEY | 2.29 M | $558.92 M | -8.97% | 3.03% |
| 04/30/2024 | IMPAX ASSET MANAGEMENT GROUP PLC | 1.96 M | $478.85 M | -10.43% | 2.59% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 1.96 M | $477.98 M | -11.74% | 2.59% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.82 M | $443.59 M | 4.25% | 2.41% |
| 05/15/2024 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.77 M | $432.34 M | 4.63% | 2.34% |
| 05/14/2024 | PICTET ASSET MANAGEMENT HOLDING SA | 1.67 M | $406.54 M | -9.89% | 2.20% |
| 05/14/2024 | INVESCO LTD. | 1.34 M | $326.31 M | 23.45% | 1.77% |
| 05/15/2024 | AMUNDI | 1.30 M | $300.06 M | -23.58% | 1.71% |
| 05/15/2024 | BARCLAYS PLC | 1.17 M | $285.02 M | 2.34% | 1.55% |
| 05/10/2024 | JPMORGAN CHASE & CO | 1.11 M | $269.88 M | 7.95% | 1.46% |
| 04/24/2024 | BROWN ADVISORY INC | 873,054 | $213.04 M | -4.15% | 1.15% |
| 04/30/2024 | FENIMORE ASSET MANAGEMENT INC | 809,324 | $197.49 M | 4.42% | 1.07% |
| 04/29/2024 | ALECTA TJANSTEPENSION OMSESIDIGT | 800,000 | $195.15 M | 2.41% | 1.06% |
| 05/13/2024 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 731,651 | $178.54 M | -33.81% | 0.97% |
| 05/14/2024 | NORTHERN TRUST CORP | 710,665 | $173.42 M | -5.22% | 0.94% |
| 05/14/2024 | KING LUTHER CAPITAL MANAGEMENT CORP | 644,424 | $157.25 M | 1.58% | 0.85% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 615,918 | $150.30 M | 1.18% | 0.81% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 607,337 | $148.20 M | -5.25% | 0.80% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 563,885 | $137.60 M | 31.44% | 0.74% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 553,477 | $135.06 M | -3.29% | 0.73% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 515,975 | $125.91 M | 0.46% | 0.68% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 515,689 | $125.84 M | 9.84% | 0.68% |
| 05/13/2024 | FMR LLC | 506,984 | $123.71 M | -18.72% | 0.67% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 472,215 | $115.23 M | 15.06% | 0.62% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 429,137 | $104.72 M | -12.92% | 0.57% |
| 05/10/2024 | CCLA INVESTMENT MANAGEMENT | 425,788 | $104.46 M | 7.66% | 0.56% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 392,121 | $95.69 M | 6.19% | 0.52% |
| 05/15/2024 | SNYDER CAPITAL MANAGEMENT L P | 391,161 | $95.45 M | 3.00% | 0.52% |
| 05/14/2024 | BAIRD FINANCIAL GROUP, INC. | 377,342 | $92.08 M | -0.89% | 0.50% |
| 05/15/2024 | FUNDSMITH LLP | 373,902 | $91.24 M | -2.63% | 0.49% |
| 05/10/2024 | WESTFIELD CAPITAL MANAGEMENT CO LP | 359,880 | $87.82 M | -2.95% | 0.48% |
| 05/01/2024 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 354,946 | $79.36 M | -14.68% | 0.47% |
| 05/08/2024 | GW&K INVESTMENT MANAGEMENT, LLC | 353,350 | $86.22 M | 19.56% | 0.47% |
| 05/02/2024 | NORDEA INVESTMENT MANAGEMENT AB | 342,170 | $83.77 M | 151.92% | 0.45% |
| 05/14/2024 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 335,939 | $81.98 M | 0.00% | 0.44% |
| 05/13/2024 | CLEARBRIDGE INVESTMENTS, LLC | 335,672 | $81.91 M | 0.03% | 0.44% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 334,363 | $81.58 M | -15.20% | 0.44% |
| 05/15/2024 | BAMCO INC /NY/ | 332,322 | $81.09 M | -13.85% | 0.44% |
| 05/14/2024 | ALLIANZ ASSET MANAGEMENT GMBH | 330,581 | $80.67 M | -13.17% | 0.44% |
| 04/30/2024 | CEREDEX VALUE ADVISORS LLC | 330,941 | $80.76 M | -19.58% | 0.44% |
| 05/14/2024 | PRIMECAP MANAGEMENT CO/CA/ | 322,910 | $78.80 M | -0.45% | 0.43% |
| 05/15/2024 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 313,109 | $76.41 M | -0.20% | 0.41% |
| 05/15/2024 | HSBC HOLDINGS PLC | 295,702 | $72.14 M | 18.19% | 0.39% |
| 04/11/2024 | MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 284,381 | $69.39 M | -0.10% | 0.38% |
| 05/14/2024 | MAREN CAPITAL LLC | 278,215 | $67.89 M | 21.32% | 0.37% |
| 05/08/2024 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 273,285 | $66.69 M | -27.37% | 0.36% |
A. During the previous two years, 854 institutional investors and hedge funds held shares of IDEX Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 9.2 M
PRICE T ROWE ASSOCIATES INC /MD/: 7.96 M
BlackRock Inc.: 6.08 M
STATE STREET CORP: 2.98 M
MORGAN STANLEY: 2.29 M
Impax Asset Management Group plc: 1.96 M
A. 95.25% of IDEX Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 109.29 M shares in the last 24 months. This purchase volume represents approximately $21.28 B in transactions.
