Idex Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 5.73 M | $1.30 B | 1.02% | 7.72% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 4.84 M | $1.10 B | -0.21% | 6.52% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.73 M | $847.48 M | -0.91% | 5.03% |
| STATE STREET CORP | 08/07/2026 | 3.32 M | $752.88 M | 3.49% | 4.46% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/14/2026 | 3.30 M | $748.95 M | -0.09% | 4.44% |
| MORGAN STANLEY | 08/13/2026 | 2.82 M | $639.88 M | -9.02% | 3.79% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 2.37 M | $537.83 M | 18.73% | 3.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.10 M | $474.31 M | 0.34% | 2.82% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/05/2026 | 1.84 M | $418.98 M | -1.67% | 2.48% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 1.53 M | $346.41 M | 0.95% | 2.05% |
| INVESCO LTD. | 08/14/2026 | 1.50 M | $340.54 M | -7.74% | 2.02% |
| AMUNDI | 08/11/2026 | 1.46 M | $331.02 M | 19.65% | 1.96% |
| PICTET ASSET MANAGEMENT HOLDING SA | 07/30/2026 | 1.26 M | $285.61 M | 93.04% | 1.69% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.14 M | $258.55 M | -34.47% | 1.53% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 1.04 M | $236.64 M | 101.43% | 1.40% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 08/11/2026 | 962.00 K | $218.33 M | 1.48% | 1.29% |
| NORGES BANK | 08/12/2026 | 916.54 K | $208.01 M | 100.00% | 1.23% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 905.94 K | $205.60 M | 9.04% | 1.22% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 849.65 K | $192.82 M | 4.18% | 1.14% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 846.58 K | $192.13 M | 3.73% | 1.14% |
| UBS GROUP AG | 08/13/2026 | 825.10 K | $187.26 M | 28.58% | 1.11% |
| FENIMORE ASSET MANAGEMENT INC | 07/14/2026 | 799.64 K | $181.48 M | 0.19% | 1.08% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 767.47 K | $174.18 M | 6.06% | 1.03% |
| NORTHERN TRUST CORP | 08/13/2026 | 763.62 K | $173.30 M | 1.02% | 1.03% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 748.82 K | $169.94 M | 5.74% | 1.01% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 717.08 K | $162.74 M | 2.47% | 0.97% |
| CITADEL ADVISORS LLC | 08/14/2026 | 706.37 K | $160.31 M | -12.65% | 0.95% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 683.66 K | $155.16 M | -0.33% | 0.92% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 683.66 K | $155.16 M | 100.00% | 0.92% |
| FLOSSBACH VON STORCH AG | 08/10/2026 | 646.87 K | $146.81 M | -12.62% | 0.87% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 604.72 K | $137.24 M | 8.50% | 0.81% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/12/2026 | 513.56 K | $116.55 M | 20.55% | 0.69% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 491.15 K | $111.47 M | -1.31% | 0.66% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 491.14 K | $111.46 M | -27.00% | 0.66% |
| FREESTONE GROVE PARTNERS LP | 08/14/2026 | 451.74 K | $102.52 M | 107.91% | 0.61% |
| JPMORGAN CHASE & CO | 08/12/2026 | 450.86 K | $102.60 M | -2.73% | 0.61% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 444.91 K | $100.97 M | -5.55% | 0.60% |
| SNYDER CAPITAL MANAGEMENT L P | 08/13/2026 | 440.95 K | $100.07 M | -2.72% | 0.59% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 426.90 K | $96.89 M | -1.15% | 0.57% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 418.33 K | $94.94 M | 41.64% | 0.56% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 415.51 K | $94.30 M | -1.37% | 0.56% |
| JANE STREET GROUP, LLC | 08/14/2026 | 411.84 K | $93.47 M | -64.66% | 0.55% |
| HSBC HOLDINGS PLC | 08/14/2026 | 403.06 K | $91.47 M | 35.64% | 0.54% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 393.91 K | $89.40 M | 489.81% | 0.53% |
| BOSTON TRUST WALDEN CORP | 07/24/2026 | 390.20 K | $88.55 M | -13.81% | 0.53% |
| ALECTA TJANSTEPENSION OMSESIDIGT | 07/23/2026 | 379.50 K | $86.07 M | -34.46% | 0.51% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 372.73 K | $84.59 M | 18.12% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 355.08 K | $80.59 M | -67.55% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 350.03 K | $79.44 M | -13.89% | 0.47% |
| ROBECO SCHWEIZ AG | 07/28/2026 | 322.05 K | $73.09 M | -15.04% | 0.43% |
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Idex Corporation institutional Ownership - FAQ's
During the previous two years, 1022 institutional investors and hedge funds held shares of Idex Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 5.73 M
VANGUARD CAPITAL MANAGEMENT LLC: 4.84 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 3.73 M
STATE STREET CORP: 3.32 M
PRIMECAP MANAGEMENT CO/CA/: 3.3 M
MORGAN STANLEY: 2.82 M
101.71% of Idex Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 111.59 M shares in the last 24 months. This purchase volume represents approximately $22.06 B in transactions.