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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
30 Sep 2023
the date the book describes
Filed
15 Nov 2023
latest of these filings; the earliest 7 Nov 2023
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 14 listed it in both
Shares listed
13,807,233
combined, among listed positions
Reported value
$2.9bn
combined, at the quarter end

Managers listing IEX in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
T. Rowe Price Associates Inc6,575,934$1.4bn0.20%Added+3,601,96314 Nov 2023 (the filing on sec.gov)
Wellington Management Group LLP2,231,279$464m0.09%Trimmed-144,70114 Nov 2023 (the filing on sec.gov)
AllianceBernstein LP1,258,350$262m0.11%Trimmed-514,17914 Nov 2023 (the filing on sec.gov)
Invesco Ltd1,020,569$212m0.06%Trimmed-366,84113 Nov 2023 (the filing on sec.gov)
Balyasny Asset Management LLC800,694$167m0.34%Added+686,36414 Nov 2023 (the filing on sec.gov)
MFS Investment Management607,036$126munder 0.1%Trimmed-511,4088 Nov 2023 (the filing on sec.gov)
Two Sigma Investments LP314,407$65m0.18%Added+17,92814 Nov 2023 (the filing on sec.gov)
Renaissance Technologies LLC249,525$52m0.09%Trimmed-74,30014 Nov 2023 (the filing on sec.gov)
Two Sigma Advisers LP218,300$45m0.12%Added+66,90014 Nov 2023 (the filing on sec.gov)
Capital World Investors200,000$42munder 0.1%Held013 Nov 2023 (the filing on sec.gov)
GAMCO Investors Inc197,528$41m0.48%Trimmed-3,9908 Nov 2023 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC57,180$12m0.09%Trimmed-6,94114 Nov 2023 (the filing on sec.gov)
Tudor Investment Corp53,332$11m0.11%Trimmed-82,49215 Nov 2023 (the filing on sec.gov)
Verition Fund Management LLC23,099$4.8m0.06%Trimmed-9,16314 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, 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 (0)

No new position among listed positions.

Exited (3)

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 →