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Of the 16 tracked institutions holding IEX, 8 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +5.5pt. It's a gauge of who owns the name, not just how many.
Among the 16 tracked institutional investors we monitor, IEX (IDEX CORP) is held with a combined value of $5.34B across 25,512,033 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.60B (0.02% of their portfolio). Magnetar Financial LLC opened a new position in the most recent quarter. 11 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$5.34B
Total Shares Held
25,512,033
Institutional Holders
16
% of Shares Outstanding
34.6%
of 73.72M shares · SEC 2026-07-24
Days to Cover
3.3-7.8%
1.75M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 34.6% of IEX's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-24), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
1
$91.86K
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Lisa M Anderson | S | Sale | 385 | $91.86K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $1.60B | 0.02% | -1.1% |
| 2 | BlackRock, Inc. | $1.30B | 0.02% | +1.0% |
| 3 | STATE STREET CORP | $752.88M | 0.02% | +3.5% |
| 4 | MILLENNIUM MANAGEMENT LLC | $537.83M | 0.36% | +18.7% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $258.55M | 0.04% | -34.5% |
| 6 | Point72 Asset Management, L.P. | $205.60M | 0.31% | +9.0% |
| 7 | Fisher Asset Management, LLC | $169.94M | 0.05% | +5.7% |
| 8 | CITADEL ADVISORS LLC | $160.31M | 0.09% | -12.6% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $89.40M | 0.13% | +489.8% |
| 10 | FMR LLC | $72.64M | 0.00% | +68.9% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of IEX with a position worth $1.60B, representing 0.02% of their portfolio. In total, 16 institutional investors hold IEX with a combined value of $5.34B.
In the most recent quarter, 1 fund opened a new position in IEX. Additionally, 11 increased their holdings and 4 reduced their positions.
Institutional investors hold $5.34B worth of IEX stock across 16 positions. The largest institutional holder is VANGUARD GROUP INC with $1.60B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IEX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IEX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Aug 4, 2025 |
| Jefferson Shreve | Sell | Mar 31, 2025 |
| Jefferson Shreve | Sell | Feb 24, 2025 |
| Thomas H Tuberville | Sell | Apr 3, 2024 |
| Susan M Collins | Sell | May 7, 2014 |
Last Close
$225.66
2026-09-08
YTD
+26.0%
82% of 52-week range
