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IEX Institutional Ownership & 13F Holders | SmartMoneyDB

IEXIDEX CORP

COM · CUSIP 45167R104

Smart Money Ownership

Of the 14 tracked institutions holding IEX, 8 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +5.8pt. It's a gauge of who owns the name, not just how many.

Steve Cohen

$157.5M · 0.3% of book

$153.3M · 0.1% of book

IEX (IDEX CORP) Institutional Ownership Summary

Among the 14 tracked institutional investors we monitor, IEX (IDEX CORP) is held with a combined value of $4.59B across 24,769,862 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.60B (0.02% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 7 funds increased their holdings. 6 funds reduced their position.

Total Institutional Value

$4.59B

Total Shares Held

24,769,862

Institutional Holders

% of Shares Outstanding

33.5%

of 74.02M shares · SEC 2026-04-24

Days to Cover

2.8-6.2%

2.35M shares short · FINRA 2026-06-30

Tracked 13F institutions hold 33.5% 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 2026-04-24), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

MILLENNIUM MANAGEMENT LLC+88% shares~$176.7M Point72 Asset Management, L.P.+429% shares~$127.7M CITADEL ADVISORS LLC+46% shares~$48.1M FMR LLC+105% shares~$18.4M RENAISSANCE TECHNOLOGIES LLCNew position~$16.0M

13F Institutional Holders

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MILLENNIUM MANAGEMENT LLC

0.16% of book+87.6%

$378.33M

WELLINGTON MANAGEMENT GROUP LLP

0.06% of book-69.5%

$329.54M

Point72 Asset Management, L.P.

Fisher Asset Management, LLC

0.05% of book+8.0%

$134.23M

AQR CAPITAL MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$1.60B	8,992,612	0.02%	-1.1%
2	BlackRock, Inc.	$1.08B	5,676,192	0.02%	-0.2%
3	STATE STREET CORP	$607.58M	3,205,396	0.02%	+1.0%
4	MILLENNIUM MANAGEMENT LLC	$378.33M	1,995,944	0.16%	+87.6%
5	WELLINGTON MANAGEMENT GROUP LLP	$329.54M	1,738,531	0.06%	-69.5%
6	Point72 Asset Management, L.P.	$157.49M	830,856	0.27%	+428.8%
7	CITADEL ADVISORS LLC	$153.28M	808,651	0.11%	+45.7%
8	Fisher Asset Management, LLC	$134.23M	708,157	0.05%	+8.0%
9	AQR CAPITAL MANAGEMENT LLC	$47.94M	256,510	0.02%	-0.5%
10	FMR LLC	$35.92M	189,496	0.00%	+105.1%

Congress Trading

4 members · 8 disclosed trades in IEX

Member	Type	Amount	Date
Lisa McClain	Sell	$1,001 - $15,000	Oct 31, 2025
Lisa McClain	Sell	$1,001 - $15,000	Oct 30, 2025
Lisa McClain	Buy	$1,001 - $15,000	Oct 30, 2025
Lisa McClain	Buy	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most IEX stock?

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, 14 institutional investors hold IEX with a combined value of $4.59B.

Are hedge funds buying or selling IEX?

In the most recent quarter, 1 fund opened a new position in IEX. Additionally, 7 increased their holdings and 6 reduced their positions.

What percentage of IEX is owned by institutional investors?

Institutional investors hold $4.59B worth of IEX stock across 14 positions. The largest institutional holder is VANGUARD GROUP INC with $1.60B in holdings.

What is a 13F filing and why does it matter for IEX?

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.

Track IEX institutional moves

Get notified when hedge funds change their IEX positions.