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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 Jun 2025
the date the book describes
Filed
27 Aug 2025
latest of these filings; the earliest 11 Aug 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 10 listed it in both
Shares listed
11,519,784
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

Among the 95 comparable managers: 9 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IEX in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Wellington Management Group LLP6,266,233$1.1bn0.20%Added+1,215,63214 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc2,014,768$354munder 0.1%Added+51,72714 Aug 2025 (the filing on sec.gov)
Invesco Ltd1,559,341$274munder 0.1%Added+13,87813 Aug 2025 (the filing on sec.gov)
Millennium Management LLC609,872$107m0.05%Added+122,59814 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC264,492$46munder 0.1%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC231,922$41m0.15%Added+4,09114 Aug 2025 (the filing on sec.gov)
GAMCO Investors Inc175,149$31m0.30%Trimmed-74213 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP163,700$29m0.06%Trimmed-97,70014 Aug 2025 (the filing on sec.gov)
Soros Fund Management LLC111,420$20m0.25%Added+2,15814 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP79,539$14munder 0.1%Added+1,40514 Aug 2025 (the filing on sec.gov)
Quantbot Technologies LP29,505$5.2m0.13%Trimmed-34,94113 Aug 2025 (the filing on sec.gov)
Caxton Associates LLP13,843$2.4m0.06%Newnew15 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 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 (1)

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 →