IDEX CORP (IEX): Institutional Ownership
Hedge funds and institutional managers reporting a position in IEX · Industrials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
26
13F filers
Aggregate Value
$1.7B
Across holders
Last Price
$227.19
2026-06-26
Sector
Industrials
GICS
Holder activity12 new12 added2 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 | Institutional Manager | 3.30M | $626.1M | 37.8% | 0.5% | Added | +$14.4M | Q1 2026 |
| DODGE & COX CIK 0000200217 | Institutional Manager | 1.26M | $224.7M | 13.6% | 0.1% | New | — | Q4 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 816K | $154.7M | 9.3% | 0.2% | Added | +$18.2M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 760K | $144.1M | 8.7% | 0.0% | Added | +$143.4M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 708K | $134.2M | 8.1% | 0.0% | Added | +$10.0M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 498K | $94.3M | 5.7% | 0.1% | Added | +$45.6M | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 416K | $78.8M | 4.8% | 0.6% | Added | +$22.7M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 255K | $48.3M | 2.9% | 0.1% | Added | +$14.3M | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 157K | $29.7M | 1.8% | 0.3% | Reduced | $-2.7M | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 109K | $20.7M | 1.2% | 0.2% | New | — | Q1 2026 |
| SOROS FUND MANAGEMENT LLC CIK 0001029160 | Family Office | 111K | $19.6M | 1.2% | 0.2% | New | — | Q2 2025 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 85K | $16.0M | 1.0% | 0.0% | New | — | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 67K | $12.7M | 0.8% | 0.0% | Reduced | $-39.2M | Q1 2026 |
| Davidson Kempner Capital Management LP CIK 0001595082 | Hedge Fund | 55K | $10.4M | 0.6% | 0.1% | New | — | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 55K | $9.8M | 0.6% | 0.0% | New | — | Q4 2025 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 48K | $9.1M | 0.5% | 0.0% | Added | +$650K | Q1 2026 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 39K | $7.3M | 0.4% | 0.0% | Added | +$1.8M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 32K | $6.0M | 0.4% | 0.0% | Added | +$4.7M | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 21K | $4.1M | 0.2% | 0.0% | New | — | Q1 2026 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 9K | $1.5M | 0.1% | 0.0% | New | — | Q3 2025 |
Added
Institutional Manager
$626.1M· 37.8% of total· 0.5% port· 3.30M sh· +$14.4M QoQ· Q1 2026
New
Institutional Manager
$224.7M· 13.6% of total· 0.1% port· 1.26M sh· — QoQ· Q4 2025
Added
Hedge Fund
$154.7M· 9.3% of total· 0.2% port· 816K sh· +$18.2M QoQ· Q1 2026
Added
Hedge Fund
$144.1M· 8.7% of total· 0.0% port· 760K sh· +$143.4M QoQ· Q1 2026
Added
Institutional Manager
$134.2M· 8.1% of total· 0.0% port· 708K sh· +$10.0M QoQ· Q1 2026
Added
Hedge Fund
$94.3M· 5.7% of total· 0.1% port· 498K sh· +$45.6M QoQ· Q1 2026
Added
Hedge Fund
$78.8M· 4.8% of total· 0.6% port· 416K sh· +$22.7M QoQ· Q1 2026
Added
Hedge Fund
$48.3M· 2.9% of total· 0.1% port· 255K sh· +$14.3M QoQ· Q1 2026
Reduced
Institutional Manager
$29.7M· 1.8% of total· 0.3% port· 157K sh· $-2.7M QoQ· Q1 2026
New
Hedge Fund
$20.7M· 1.2% of total· 0.2% port· 109K sh· — QoQ· Q1 2026
New
Family Office
$19.6M· 1.2% of total· 0.2% port· 111K sh· — QoQ· Q2 2025
New
Hedge Fund
$16.0M· 1.0% of total· 0.0% port· 85K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$12.7M· 0.8% of total· 0.0% port· 67K sh· $-39.2M QoQ· Q1 2026
New
Hedge Fund
$10.4M· 0.6% of total· 0.1% port· 55K sh· — QoQ· Q1 2026
New
Hedge Fund
$9.8M· 0.6% of total· 0.0% port· 55K sh· — QoQ· Q4 2025
Added
Hedge Fund
$9.1M· 0.5% of total· 0.0% port· 48K sh· +$650K QoQ· Q1 2026
Added
Hedge Fund
$7.3M· 0.4% of total· 0.0% port· 39K sh· +$1.8M QoQ· Q1 2026
Added
Hedge Fund
$6.0M· 0.4% of total· 0.0% port· 32K sh· +$4.7M QoQ· Q1 2026
New
Hedge Fund
$4.1M· 0.2% of total· 0.0% port· 21K sh· — QoQ· Q1 2026
New
Hedge Fund
$1.5M· 0.1% of total· 0.0% port· 9K sh· — QoQ· Q3 2025
New
Hedge Fund
$1.4M· 0.1% of total· 0.0% port· 7K sh· — QoQ· Q1 2026
New
Hedge Fund
$1.2M· 0.1% of total· 0.0% port· 7K sh· — QoQ· Q1 2026
Added
Hedge Fund
$1.1M· 0.1% of total· 0.0% port· 6K sh· +$1.1M QoQ· Q1 2026
New
Hedge Fund
$502K· 0.0% of total· 0.7% port· 3K sh· — QoQ· Q3 2025
Added
Hedge Fund
$349K· 0.0% of total· 0.0% port· 2K sh· +$178K QoQ· Q1 2026
New
Hedge Fund
$204K· 0.0% of total· 0.0% port· 1K sh· — QoQ· Q1 2026
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