Recent Quarter Total Invested
$14.83 B
Recent Quarter Institutional Ownership Percentage
97.41%
Total Invested of Last Quarter
$17.58 B
Ownership Percentage of Last Quarter
95.29%
IDEX Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 08/09/2024 | 303,775 | $61.12 M | -5.93% | 0.40% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 305,964 | $61.56 M | 17.02% | 0.40% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 08/12/2024 | 312,900 | $62.96 M | -0.07% | 0.41% |
| BAMCO INC /NY/ | 08/14/2024 | 314,612 | $63.30 M | -5.33% | 0.42% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/27/2024 | 335,761 | $67.56 M | 0.03% | 0.44% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 08/12/2024 | 335,939 | $67.59 M | 0.00% | 0.44% |
| ROBECO SCHWEIZ AG | 08/08/2024 | 337,290 | $67.86 M | 29.52% | 0.45% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 353,757 | $71.18 M | -6.25% | 0.47% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 361,182 | $72.67 M | 2.22% | 0.48% |
| FUNDSMITH LLP | 08/14/2024 | 362,501 | $72.94 M | -3.05% | 0.48% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 368,294 | $74.10 M | 41.03% | 0.49% |
| SNYDER CAPITAL MANAGEMENT L P | 08/14/2024 | 376,233 | $75.70 M | -3.82% | 0.50% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/14/2024 | 391,140 | $78.70 M | 8.69% | 0.52% |
| CEREDEX VALUE ADVISORS LLC | 07/25/2024 | 416,375 | $83.77 M | 25.82% | 0.55% |
| CCLA INVESTMENT MANAGEMENT | 08/12/2024 | 433,403 | $86.70 M | 1.79% | 0.57% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 438,200 | $88.17 M | 90.11% | 0.58% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 442,837 | $89.10 M | 3.19% | 0.59% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 470,672 | $94.70 M | 20.03% | 0.62% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 489,815 | $98.55 M | 100.00% | 0.65% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 493,117 | $99.22 M | 118.29% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 504,166 | $101.44 M | -2.23% | 0.67% |
| BROWN ADVISORY INC | 08/14/2024 | 518,562 | $104.33 M | -40.60% | 0.69% |
| HSBC HOLDINGS PLC | 08/12/2024 | 519,124 | $104.18 M | 75.56% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 536,381 | $107.92 M | -3.09% | 0.71% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 600,827 | $120.89 M | -1.07% | 0.79% |
| FISHER ASSET MANAGEMENT, LLC | 08/14/2024 | 612,236 | $123.18 M | 8.57% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 625,814 | $125.91 M | 1.61% | 0.83% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 08/12/2024 | 639,292 | $128.63 M | -0.80% | 0.84% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 648,387 | $130.46 M | 25.66% | 0.86% |
| NORTHERN TRUST CORP | 08/14/2024 | 699,017 | $140.64 M | -1.64% | 0.92% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 764,670 | $153.85 M | 61.93% | 1.01% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/08/2024 | 794,749 | $159.82 M | 132.27% | 1.05% |
| JPMORGAN CHASE & CO | 08/12/2024 | 798,454 | $160.65 M | -27.81% | 1.05% |
| ALECTA TJANSTEPENSION OMSESIDIGT | 07/31/2024 | 800,000 | $160.87 M | 0.00% | 1.06% |
| FENIMORE ASSET MANAGEMENT INC | 08/14/2024 | 825,984 | $166.19 M | 2.06% | 1.09% |
| NORGES BANK | 08/14/2024 | 930,609 | $187.24 M | 100.00% | 1.23% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 08/14/2024 | 950,216 | $191.18 M | 29.87% | 1.26% |
| BARCLAYS PLC | 08/14/2024 | 1.16 M | $234.05 M | -0.40% | 1.54% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 1.36 M | $273.32 M | -30.65% | 1.79% |
| AMUNDI | 08/14/2024 | 1.48 M | $292.30 M | 13.86% | 1.95% |
| INVESCO LTD. | 08/13/2024 | 1.52 M | $306.02 M | 13.74% | 2.01% |
| PICTET ASSET MANAGEMENT HOLDING SA | 08/13/2024 | 1.60 M | $321.05 M | -4.21% | 2.11% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 1.82 M | $366.78 M | 2.89% | 2.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.87 M | $374.83 M | 2.50% | 2.47% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 08/05/2024 | 1.96 M | $394.55 M | -0.07% | 2.59% |
| MORGAN STANLEY | 08/14/2024 | 2.72 M | $547.04 M | 18.70% | 3.59% |
| STATE STREET CORP | 08/14/2024 | 3.00 M | $604.18 M | 0.74% | 3.97% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 5.65 M | $1.14 B | -29.05% | 7.47% |
| BLACKROCK INC. | 08/13/2024 | 6.20 M | $1.25 B | 1.89% | 8.19% |
| VANGUARD GROUP INC | 08/13/2024 | 9.20 M | $1.85 B | 0.03% | 12.16% |
IDEX Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of IEX shares?
During the previous two years, 860 institutional investors and hedge funds held shares of IDEX Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 9.2 M
BlackRock Inc.: 6.2 M
PRICE T ROWE ASSOCIATES INC /MD/: 5.65 M
STATE STREET CORP: 3 M
MORGAN STANLEY: 2.72 M
Impax Asset Management Group plc: 1.96 M
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What percentage of IDEX Corporation stock is owned by institutional investors?
97.41% of IDEX Corporation stock is owned by institutional investors.
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How much institutional buying is happening at IEX ?
Institutional investors have bought a total of 92.56 M shares in the last 24 months. This purchase volume represents approximately $19.54 B in transactions.