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IEX in the 13F filings

Idex Corp · CUSIP 45167R104

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 10 listed it in both
Shares listed
13,726,069
combined, among listed positions
Reported value
$2.4bn
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,394,047.

Managers listing IEX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Wellington Management Group LLP5,692,502$1.0bn0.18%Trimmed-785,42717 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,692,180$301munder 0.1%Trimmed-117,60819 Feb 2026 (the filing on sec.gov)
Dodge & Cox1,262,550$225m0.12%Added+918,20813 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,063,763$189m0.08%Added+793,53017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC720,142$128m0.16%Added+718,13717 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC554,821$99munder 0.1%Added+217,87617 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP463,262$82munder 0.1%Added+269,28113 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC295,711$53m0.23%Added+285,50617 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC257,896$46munder 0.1%Added+139,67817 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP257,008$46m0.06%Trimmed-72,32917 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc170,799$30m0.29%Trimmed-3,6005 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP170,100$30m0.06%Trimmed-50,90017 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc168,737$30munder 0.1%Trimmed-205,38717 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP157,111$28munder 0.1%Added+149,30217 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP155,244$28munder 0.1%Added+111,61813 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC136,300$24m0.09%Trimmed-286,63617 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.119,470$21munder 0.1%Trimmed-131,31917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)92,383$16munder 0.1%Added+33,14317 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP90,439$16munder 0.1%Added+1,53717 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP54,857$9.8munder 0.1%Trimmed-7,30217 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP34,600$6.2munder 0.1%Added+24,17617 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC29,490$5.2munder 0.1%Trimmed-4,34713 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC28,139$5.0munder 0.1%Trimmed-2,02127 Oct 2026 (the filing on sec.gov)
Winton Group Ltd27,833$5.0m0.17%Trimmed-1,54911 Feb 2026 (the filing on sec.gov)
Man Group PLC15,017$2.7munder 0.1%Added+1,82117 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IEX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$806mn.a.n.a.
Q3 20138$986mn.a.n.a.
Q4 20138$1.1bnn.a.n.a.
Q1 201410$1.1bnn.a.n.a.
Q2 201410$1.4bnn.a.n.a.
Q3 20149$1.3bnn.a.n.a.
Q4 201410$1.6bnn.a.n.a.
Q1 20159$1.6bnn.a.n.a.
Q2 201510$1.8bnn.a.n.a.
Q3 201510$1.7bnn.a.n.a.
Q4 20159$1.6bnn.a.n.a.
Q1 20169$1.7bnn.a.n.a.
Q2 20167$1.6bnn.a.n.a.
Q3 20169$1.9bnn.a.n.a.
Q4 20169$1.8bnn.a.n.a.
Q1 20178$1.9bnn.a.n.a.
Q2 20179$2.3bnn.a.n.a.
Q3 20179$2.5bnn.a.n.a.
Q4 20179$2.7bnn.a.n.a.
Q1 201811$2.9bnn.a.n.a.
Q2 201811$2.7bnn.a.n.a.
Q3 201813$2.9bnn.a.n.a.
Q4 201810$2.4bnn.a.n.a.
Q1 20199$2.9bnn.a.n.a.
Q2 201912$3.7bnn.a.n.a.
Q3 201915$3.6bnn.a.n.a.
Q4 201915$3.6bnn.a.n.a.
Q1 202016$2.2bnn.a.n.a.
Q2 202013$2.4bnn.a.n.a.
Q3 202018$3.3bnn.a.n.a.
Q4 202018$3.2bnn.a.n.a.
Q1 202115$3.4bnn.a.n.a.
Q2 202112$3.3bnn.a.n.a.
Q3 202110$2.9bnn.a.n.a.
Q4 202114$3.4bnn.a.n.a.
Q1 202218$2.5bnn.a.n.a.
Q2 202218$2.5bnn.a.n.a.
Q3 202216$2.5bnn.a.n.a.
Q4 202215$2.9bnn.a.n.a.
Q1 202314$3.2bnn.a.n.a.
Q2 202320$2.5bnn.a.n.a.
Q3 202314$2.9bnn.a.n.a.
Q4 202312$2.6bn83
Q1 202411$3.0bn46
Q2 202414$2.1bn85
Q3 202411$2.1bn65
Q4 202415$2.3bn76
Q1 202514$1.9bn97
Q2 202512$2.0bn94
Q3 202514$1.7bn114
Q4 202512$1.8bn1619
Q1 202614$1.7bn2216
Q2 202611$1.7bn1422

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IEX and GE →IEX and LRCX →IEX and GEV →Choose a stock to compare with IEX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IEX, latest filings →Back to the 13F Explorer →