IDEX Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 9.31 M | $1.95 B | 0.69% | 12.28% |
| BLACKROCK, INC. | 02/07/2025 | 5.82 M | $1.22 B | -6.67% | 7.68% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 4.22 M | $883.12 M | 49.05% | 5.57% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 3.67 M | $767.42 M | 8.20% | 4.84% |
| STATE STREET CORP | 02/14/2025 | 3.08 M | $644.50 M | 2.04% | 4.07% |
| MORGAN STANLEY | 02/14/2025 | 2.77 M | $579.71 M | -4.26% | 3.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.91 M | $399.35 M | 1.15% | 2.52% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 1.87 M | $391.15 M | 0.92% | 2.47% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 02/04/2025 | 1.80 M | $376.63 M | -4.88% | 2.37% |
| PICTET ASSET MANAGEMENT HOLDING SA | 02/12/2025 | 1.62 M | $339.10 M | 6.29% | 2.14% |
| INVESCO LTD. | 02/13/2025 | 1.34 M | $280.20 M | -21.77% | 1.77% |
| BARCLAYS PLC | 02/13/2025 | 1.19 M | $249.92 M | 1.40% | 1.58% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 02/13/2025 | 1.13 M | $237.12 M | -7.41% | 1.49% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 1.06 M | $221.15 M | 11.15% | 1.40% |
| NORGES BANK | 02/12/2025 | 1.04 M | $217.66 M | 100.00% | 1.37% |
| AMUNDI | 02/07/2025 | 1.01 M | $211.82 M | -38.39% | 1.34% |
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 965,201 | $202.01 M | -6.50% | 1.27% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/06/2025 | 862,625 | $181.27 M | 5.35% | 1.14% |
| FENIMORE ASSET MANAGEMENT INC | 01/21/2025 | 839,507 | $175.70 M | 0.32% | 1.11% |
| ALECTA TJANSTEPENSION OMSESIDIGT | 02/05/2025 | 800,000 | $167.53 M | 0.00% | 1.06% |
| NORTHERN TRUST CORP | 02/14/2025 | 793,622 | $166.10 M | 17.82% | 1.05% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 747,554 | $156.46 M | 15.82% | 0.99% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/07/2025 | 743,768 | $155.66 M | 0.14% | 0.98% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 663,902 | $138.95 M | 0.74% | 0.88% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 643,190 | $134.61 M | 8.16% | 0.85% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 640,717 | $134.10 M | 12.97% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 640,183 | $133.98 M | 1.54% | 0.84% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 529,445 | $110.81 M | 5.81% | 0.70% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 523,142 | $109.49 M | 12.61% | 0.69% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 487,265 | $101.98 M | -2.37% | 0.64% |
| SNYDER CAPITAL MANAGEMENT L P | 02/14/2025 | 480,193 | $100.50 M | 12.21% | 0.63% |
| CCLA INVESTMENT MANAGEMENT | 01/14/2025 | 477,170 | $99.92 M | 10.10% | 0.63% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 463,351 | $96.97 M | 20.01% | 0.61% |
| UBS GROUP AG | 02/14/2025 | 420,832 | $88.08 M | 53.64% | 0.56% |
| CITADEL ADVISORS LLC | 02/14/2025 | 415,731 | $87.01 M | 411.18% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 410,546 | $85.92 M | -23.23% | 0.54% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 406,637 | $85.11 M | 133.19% | 0.54% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 374,587 | $78.40 M | 0.74% | 0.49% |
| HSBC HOLDINGS PLC | 02/14/2025 | 373,072 | $78.08 M | -4.09% | 0.49% |
| FUNDSMITH LLP | 02/14/2025 | 362,501 | $75.87 M | 0.00% | 0.48% |
| MARSHALL WACE, LLP | 02/13/2025 | 358,159 | $74.96 M | -14.74% | 0.47% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2025 | 354,256 | $74.14 M | -0.53% | 0.47% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 02/12/2025 | 335,939 | $70.31 M | 0.00% | 0.44% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 335,148 | $70.14 M | 0.01% | 0.44% |
| WEITZ INVESTMENT MANAGEMENT, INC. | 02/12/2025 | 330,500 | $69.17 M | 16.93% | 0.44% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 316,800 | $66.30 M | -23.35% | 0.42% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 02/14/2025 | 312,591 | $65.42 M | -0.10% | 0.41% |
| ENSIGN PEAK ADVISORS, INC | 02/14/2025 | 305,242 | $63.88 M | 25.95% | 0.40% |
| PREMIER FUND MANAGERS LTD | 02/12/2025 | 300,000 | $62.60 M | 0.00% | 0.40% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/10/2025 | 283,270 | $59.29 M | -3.81% | 0.37% |
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IDEX Corporation institutional Ownership - FAQ's
During the previous two years, 786 institutional investors and hedge funds held shares of IDEX Corporation. The most heavily invested institutionals were:
Riverview Trust Co: 0
REUTER JAMES WEALTH MANAGEMENT, LLC: 0
VANGUARD GROUP INC: 9.31 M
BlackRock, Inc.: 5.82 M
WELLINGTON MANAGEMENT GROUP LLP: 4.22 M
PRICE T ROWE ASSOCIATES INC /MD/: 3.67 M
98.56% of IDEX Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 98.63 M shares in the last 24 months. This purchase volume represents approximately $15.85 B in transactions.