Idex Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 8.99 M | $1.60 B | -1.10% | 11.94% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 5.69 M | $1.01 B | -12.12% | 7.61% |
| BLACKROCK, INC. | 02/12/2026 | 5.69 M | $1.01 B | 0.09% | 7.55% |
| MORGAN STANLEY | 02/13/2026 | 3.27 M | $581.22 M | -3.10% | 4.34% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/11/2026 | 3.23 M | $574.17 M | 86.46% | 4.29% |
| STATE STREET CORP | 02/13/2026 | 3.17 M | $564.50 M | 0.56% | 4.21% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 2.26 M | $401.42 M | -4.62% | 3.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.03 M | $360.74 M | 0.39% | 2.70% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 1.98 M | $351.76 M | 3.33% | 2.64% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 01/29/2026 | 1.71 M | $304.07 M | -12.85% | 2.28% |
| INVESCO LTD. | 02/19/2026 | 1.69 M | $301.11 M | -6.50% | 2.25% |
| AMUNDI | 02/17/2026 | 1.49 M | $264.67 M | -1.99% | 1.99% |
| DODGE & COX | 02/13/2026 | 1.26 M | $224.66 M | 266.66% | 1.69% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 1.06 M | $189.29 M | 293.65% | 1.41% |
| NORGES BANK | 02/10/2026 | 914.85 K | $162.79 M | 100.00% | 1.21% |
| UBS GROUP AG | 01/29/2026 | 894.37 K | $159.14 M | 47.03% | 1.19% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 876.98 K | $156.05 M | -12.52% | 1.17% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 02/13/2026 | 830.65 K | $147.81 M | -11.81% | 1.10% |
| FENIMORE ASSET MANAGEMENT INC | 02/02/2026 | 819.20 K | $145.77 M | -6.34% | 1.10% |
| FLOSSBACH VON STORCH AG | 01/30/2026 | 798.10 K | $142.01 M | 0.90% | 1.07% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 784.35 K | $139.57 M | 26.47% | 1.05% |
| NORTHERN TRUST CORP | 02/17/2026 | 748.35 K | $133.16 M | -2.30% | 1.00% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 720.14 K | $128.14 M | 35,817.31% | 0.96% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 706.99 K | $125.80 M | 2.01% | 0.95% |
| ALECTA TJANSTEPENSION OMSESIDIGT | 02/03/2026 | 689.90 K | $122.73 M | 0.00% | 0.92% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 667.13 K | $118.71 M | 1.24% | 0.89% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 655.59 K | $116.66 M | -9.55% | 0.87% |
| CITADEL ADVISORS LLC | 02/17/2026 | 554.82 K | $98.72 M | 64.66% | 0.74% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 522.73 K | $93.01 M | 2.42% | 0.70% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 494.34 K | $87.96 M | -27.86% | 0.66% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 489.44 K | $87.09 M | 25.75% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 488.11 K | $86.85 M | -20.77% | 0.65% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 483.69 K | $86.07 M | -2.57% | 0.64% |
| SNYDER CAPITAL MANAGEMENT L P | 02/12/2026 | 474.96 K | $84.51 M | -3.01% | 0.63% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 463.26 K | $82.43 M | 138.82% | 0.62% |
| BOSTON TRUST WALDEN CORP | 01/28/2026 | 462.70 K | $82.33 M | 21.05% | 0.62% |
| ROBECO SCHWEIZ AG | 02/03/2026 | 412.64 K | $73.42 M | 52.21% | 0.55% |
| PICTET ASSET MANAGEMENT HOLDING SA | 01/29/2026 | 411.06 K | $73.15 M | -44.40% | 0.55% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2026 | 402.00 K | $71.53 M | 0.93% | 0.53% |
| WEITZ INVESTMENT MANAGEMENT, INC. | 02/12/2026 | 391.48 K | $69.66 M | -3.69% | 0.52% |
| FINDLAY PARK PARTNERS LLP | 02/13/2026 | 370.40 K | $65.91 M | -16.75% | 0.49% |
| DEPRINCE RACE & ZOLLO INC | 01/23/2026 | 359.15 K | $63.91 M | 4.34% | 0.48% |
| JPMORGAN CHASE & CO | 02/11/2026 | 348.33 K | $61.98 M | -14.43% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 347.37 K | $61.81 M | -13.52% | 0.46% |
| INTERVAL PARTNERS, LP | 02/17/2026 | 333.77 K | $59.39 M | 100.00% | 0.45% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 02/11/2026 | 335.94 K | $59.78 M | 0.00% | 0.45% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 295.71 K | $52.62 M | 2,797.71% | 0.40% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 277.14 K | $49.69 M | -12.36% | 0.37% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 273.48 K | $48.66 M | 11.86% | 0.37% |
| BARCLAYS PLC | 02/13/2026 | 269.30 K | $47.92 M | -23.90% | 0.36% |
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Idex Corporation institutional Ownership - FAQ's
During the previous two years, 960 institutional investors and hedge funds held shares of Idex Corporation. The most heavily invested institutionals were:
PRIMECAP MANAGEMENT CO/CA/: 3.3 M
Invesco Ltd.: 1.63 M
JANE STREET GROUP, LLC: 1.17 M
Impax Asset Management Group plc: 947,946
DIMENSIONAL FUND ADVISORS LP: 815,529
FLOSSBACH VON STORCH AG: 740,319
103.00% of Idex Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 108.43 M shares in the last 24 months. This purchase volume represents approximately $21.43 B in transactions.