IDEX (IEX) Institutional Ownership

$222.07
+0.32 (+0.14%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for IDEX (NYSE:IEX)

Current
Institutional Ownership
Percentage
97.96%
Number of
Institutional Buyers
(last 12 months)
323
Total
Institutional Inflows
(last 12 months)
$2.78B
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$1.70B
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IEX Institutional Buying and Selling by Quarter

IDEX Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024State Board of Administration of Florida Retirement System88,443$20.43M0.0%+6.2%0.117%
5/9/2024Dearborn Partners LLC1,001$244K0.0%-47.4%0.001%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.273,285$66.69M0.2%-27.4%0.361%
5/8/2024Sheets Smith Wealth Management2,870$700K0.1%N/A0.004%
5/8/2024ProShare Advisors LLC15,406$3.76M0.0%-3.6%0.020%
5/8/2024US Bancorp DE41,229$10.06M0.0%-10.8%0.054%
5/8/2024Russell Investments Group Ltd.29,954$7.32M0.0%-47.5%0.040%
5/8/2024 QRG Capital Management Inc.7,577$1.85M0.0%+17.1%0.010%
5/7/2024 Sei Investments Co.101,341$24.73M0.0%-3.5%0.134%
5/7/2024 Montag A & Associates Inc.7,340$1.79M0.1%-9.6%0.010%
5/7/2024 Swiss National Bank226,500$55.27M0.0%-4.2%0.299%
5/7/2024 Forsta AP Fonden17,600$4.30M0.0%+11.4%0.023%
5/7/2024 Oppenheimer Asset Management Inc.9,433$2.30M0.0%-1.6%0.012%
5/7/2024 Nuance Investments LLC63,572$15.51M0.4%N/A0.084%
5/7/2024 SG Americas Securities LLC37,561$9.17M0.0%+241.3%0.050%
5/7/2024 Empowered Funds LLC1,121$274K0.0%N/A0.001%
5/6/2024 Quantbot Technologies LP6,226$1.52M0.1%-45.0%0.008%
5/6/2024 Envestnet Portfolio Solutions Inc.5,778$1.41M0.0%-2.0%0.008%
5/6/2024 Empirical Finance LLC2,593$633K0.0%+3.6%0.003%
5/6/2024 Duality Advisers LP8,498$2.07M0.2%-66.7%0.011%
5/4/2024 Geneva Capital Management LLC118,734$28.97M0.5%-2.2%0.157%
5/3/2024 Mediolanum International Funds Ltd29,273$7.18M0.1%N/A0.039%
5/3/2024 Chevy Chase Trust Holdings LLC41,882$10.22M0.0%-0.9%0.055%
5/3/2024 GSA Capital Partners LLP4,037$985K0.1%-26.3%0.005%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S4,420$1.08M0.0%+20.8%0.006%
5/3/2024 Central Pacific Bank Trust Division2,778$669K0.1%N/A0.004%
5/2/2024 Mutual of America Capital Management LLC9,919$2.42M0.0%-2.4%0.013%
5/2/2024 Daiwa Securities Group Inc.12,879$3.14M0.0%-9.5%0.017%
5/2/2024 Nordea Investment Management AB342,170$83.77M0.1%+151.9%0.452%
5/2/2024 Fidelis Capital Partners LLC649$158K0.0%N/A0.001%
5/2/2024 Choreo LLC2,754$672K0.0%+39.8%0.004%
5/2/2024 Tokio Marine Asset Management Co. Ltd.1,623$396K0.0%+7.7%0.002%
5/1/2024 Janney Montgomery Scott LLC56,325$13.75M0.0%+8.3%0.074%
5/1/2024 BNP Paribas Financial Markets69,984$17.08M0.0%+90.1%0.092%
5/1/2024 Mirae Asset Global Investments Co. Ltd.354,946$79.36M0.1%-14.7%0.469%
4/30/2024 Norden Group LLC1,938$473K0.0%N/A0.003%
4/30/2024 Van ECK Associates Corp11,177$2.73M0.0%+6.9%0.015%
4/30/2024 Vest Financial LLC3,445$841K0.0%+207.0%0.005%
4/30/2024 Allspring Global Investments Holdings LLC63,699$15.54M0.0%-0.1%0.084%
4/30/2024Commonwealth Equity Services LLC2,841$693K0.0%-24.9%0.004%
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4/29/2024 Greenleaf Trust1,120$273K0.0%+6.7%0.001%
4/29/2024 Principal Financial Group Inc.97,557$23.81M0.0%+4.2%0.129%
4/29/2024 Mn Services Vermogensbeheer B.V.30,590$7.47M0.1%-11.6%0.040%
4/27/2024 Hahn Capital Management LLC4,243$1.04M0.6%-36.7%0.006%
4/27/2024 K.J. Harrison & Partners Inc17,430$4.25M0.7%-5.3%0.023%
4/26/2024 Securian Asset Management Inc.4,373$1.07M0.0%-8.4%0.006%
4/26/2024 Yousif Capital Management LLC12,857$3.14M0.0%+22.1%0.017%
4/26/2024 Robeco Schweiz AG260,423$63.55M1.1%-5.7%0.344%
4/25/2024 New York State Teachers Retirement System67,237$16.41M0.0%-0.1%0.089%
4/25/2024 Bank of New York Mellon Corp553,477$135.06M0.0%-3.3%0.731%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 118,680$28.96M0.1%+2.2%0.157%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund23,018$5.62M0.1%+8.5%0.030%
4/25/2024 Peterson Financial Group Inc.15,369$3.75M2.1%+40.1%0.020%
4/25/2024 Albert D Mason Inc.4,509$1.10M0.7%+1.0%0.006%
4/24/2024 V Square Quantitative Management LLC2,220$542K0.1%+15.7%0.003%
4/24/2024 Harvey Investment Co. LLC88,354$21.56M2.4%-1.6%0.117%
4/24/2024 Simplicity Wealth LLC1,254$306K0.0%N/A0.002%
4/24/2024 Assenagon Asset Management S.A.152,601$37.24M0.1%-19.3%0.202%
4/23/2024 Dupont Capital Management Corp37,007$9.03M0.7%-14.0%0.049%
4/23/2024 Carderock Capital Management Inc.28,799$7.03M2.0%+3.5%0.038%
4/23/2024 Rice Hall James & Associates LLC3,469$847K0.0%-2.2%0.005%
4/23/2024 Speece Thorson Capital Group Inc.49,460$12.07M2.3%-1.3%0.065%
4/23/2024 Louisiana State Employees Retirement System4,400$1.07M0.0%-4.3%0.006%
4/23/2024 Amalgamated Bank15,776$3.85M0.0%-13.3%0.021%
4/23/2024 New Mexico Educational Retirement Board3,800$927K0.0%-2.6%0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.6,915$1.69M0.0%+19.5%0.009%
4/22/2024 PFG Investments LLC1,203$294K0.0%+22.6%0.002%
4/22/2024 Outlook Wealth Advisors LLC1,250$305K0.1%+27.0%0.002%
4/22/2024 Raymond James & Associates93,358$22.78M0.0%+22.1%0.123%
4/22/2024 Berry Wealth Group LP985$240K0.2%N/A0.001%
4/19/2024 Marshall Financial Group LLC4,359$1.06M0.3%+9.2%0.006%
4/19/2024 First Trust Direct Indexing L.P.1,055$257K0.0%N/A0.001%
4/19/2024 Norden Group LLC1,938$473K0.0%N/A0.003%
4/19/2024 BluePath Capital Management LLC996$243K0.2%N/A0.001%
4/19/2024 State of Alaska Department of Revenue12,637$3.08M0.0%-9.2%0.017%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.183,945$44.89M0.0%+1.9%0.243%
4/19/2024 Handelsinvest Investeringsforvaltning1,516$370K0.2%-34.2%0.002%
4/18/2024 Buffington Mohr McNeal5,274$1.29M0.2%+3.7%0.007%
4/18/2024 Allspring Global Investments Holdings LLC63,699$15.54M0.0%-0.1%0.084%
4/18/2024 Oak Thistle LLC2,448$597K0.5%-50.4%0.003%
4/18/2024 Diversified Trust Co3,439$839K0.0%-37.9%0.005%
4/18/2024 Compass Ion Advisors LLC4,547$1.11M0.2%-37.0%0.006%
4/17/2024 First Bank & Trust3,782$923K0.2%-21.3%0.005%
4/16/2024 Artemis Investment Management LLP2,277$555K0.0%-57.1%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC2,149$524K0.0%-39.1%0.003%
4/12/2024 Riverview Trust Co142$35K0.0%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC3,926$958K0.0%-1.3%0.005%
4/12/2024 Lloyd Advisory Services LLC.8,800$2.15M0.4%+525.4%0.012%
4/11/2024 Ballentine Partners LLC824$201K0.0%N/A0.001%
4/11/2024 Mountain Pacific Investment Advisers Inc. ID284,381$69.40M3.9%-0.1%0.376%
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4/11/2024 Congress Asset Management Co. MA2,162$528K0.0%-36.8%0.003%
4/11/2024 CHURCHILL MANAGEMENT Corp23,668$5.78M0.1%-1.0%0.031%
4/11/2024 Cadent Capital Advisors LLC867$212K0.1%N/A0.001%
4/10/2024 Park Avenue Securities LLC2,293$559K0.0%+13.8%0.003%
4/10/2024 Wedmont Private Capital966$233K0.0%N/A0.001%
4/10/2024 Banque Cantonale Vaudoise1,628$397K0.0%-31.9%0.002%
4/10/2024 Czech National Bank13,306$3.25M0.0%+0.5%0.018%
4/9/2024 Mather Group LLC.504$123K0.0%N/A0.001%
4/5/2024 First Hawaiian Bank7,248$1.77M0.1%-1.4%0.010%
4/5/2024 CWM LLC1,756$429K0.0%-11.8%0.002%
(Data available from 1/1/2016 forward)

IEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEX shares?

During the previous two years, 604 institutional investors and hedge funds held shares of IDEX. The most heavily invested institutionals were Vanguard Group Inc. ($1.99B), BlackRock Inc. ($1.28B), Price T Rowe Associates Inc. MD ($1.02B), State Street Corp ($644.44M), Alliancebernstein L.P. ($624.84M), Wellington Management Group LLP ($481.82M), and Impax Asset Management Group plc ($475.63M).Learn more on IEX's institutional investors.

What percentage of IDEX stock is owned by institutional investors?

97.96% of IDEX stock is owned by institutional investors. Learn more on IEX's institutional investor holdings.

Which institutional investors have been buying IDEX stock?

Of the 502 institutional investors that purchased IDEX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($3.86M), Price T Rowe Associates Inc. MD ($1.14M), Norges Bank ($1.09M), Alecta Tjanstepension Omsesidigt ($781.17K), Champlain Investment Partners LLC ($630.73K), CCLA Investment Management ($457.64K), and Fisher Asset Management LLC ($444.14K).

How much institutional buying is happening at IDEX?

Institutional investors have bought a total of 19,206,703 shares in the last 24 months. This purchase volume represents approximately $4.09B in transactions.

Which IDEX major shareholders have been selling company stock?

Of the 381 institutional investors that sold IDEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Advisory Inc. ($1.75M), Nordea Investment Management AB ($1.28M), Massachusetts Financial Services Co. MA ($1.20M), FMR LLC ($647.85K), Congress Asset Management Co. MA ($613.39K), Mirae Asset Global Investments Co. Ltd. ($560.49K), and Price T Rowe Associates Inc. MD ($546.45K).

How much institutional selling is happening at IDEX?

Institutional investors have sold a total of 15,447,117 shares in the last 24 months. This volume of shares sold represents approximately $3.25B in transactions.


This page (NYSE:IEX) was last updated on 5/9/2024 by MarketBeat.com Staff

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