- 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
30 of 30 holders
Largest increases and reductions, by shares
Increases
- Dodge & Coxexisting position · 1,262,550 shares now+918,208
- Millennium Management LLCexisting position · 1,063,763 shares now+793,530
- Balyasny Asset Management LLCexisting position · 720,142 shares now+718,137
- Schonfeld Strategic Advisors LLCexisting position · 295,711 shares now+285,506
- Arrowstreet Capital LPexisting position · 463,262 shares now+269,281
Reductions
- Wellington Management Group LLPexisting position · 5,692,502 shares now-785,427
- Squarepoint Ops LLCexisting position · 1,995 shares now-288,136
- Voloridge Investment Management LLCexisting position · 136,300 shares now-286,636
- T. Rowe Price Associates Incexisting position · 168,737 shares now-205,387
- D. E. Shaw & Co.existing position · 119,470 shares now-131,319
New positions and exits
New (1)
Exited (6)
- Renaissance Technologies LLCwas $28m
- ExodusPoint Capital Management LPwas $11m
- Quantbot Technologies LPwas $8.7m
- Caxton Associates LLPwas $1.9m
- Bridgewater Associates LPwas $1.5m
- Element Capital Management LLCwas $502k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 7 | $806m | n.a. | n.a. |
| Q3 2013 | 8 | $986m | n.a. | n.a. |
| Q4 2013 | 8 | $1.1bn | n.a. | n.a. |
| Q1 2014 | 10 | $1.1bn | n.a. | n.a. |
| Q2 2014 | 10 | $1.4bn | n.a. | n.a. |
| Q3 2014 | 9 | $1.3bn | n.a. | n.a. |
| Q4 2014 | 10 | $1.6bn | n.a. | n.a. |
| Q1 2015 | 9 | $1.6bn | n.a. | n.a. |
| Q2 2015 | 10 | $1.8bn | n.a. | n.a. |
| Q3 2015 | 10 | $1.7bn | n.a. | n.a. |
| Q4 2015 | 9 | $1.6bn | n.a. | n.a. |
| Q1 2016 | 9 | $1.7bn | n.a. | n.a. |
| Q2 2016 | 7 | $1.6bn | n.a. | n.a. |
| Q3 2016 | 9 | $1.9bn | n.a. | n.a. |
| Q4 2016 | 9 | $1.8bn | n.a. | n.a. |
| Q1 2017 | 8 | $1.9bn | n.a. | n.a. |
| Q2 2017 | 9 | $2.3bn | n.a. | n.a. |
| Q3 2017 | 9 | $2.5bn | n.a. | n.a. |
| Q4 2017 | 9 | $2.7bn | n.a. | n.a. |
| Q1 2018 | 11 | $2.9bn | n.a. | n.a. |
| Q2 2018 | 11 | $2.7bn | n.a. | n.a. |
| Q3 2018 | 13 | $2.9bn | n.a. | n.a. |
| Q4 2018 | 10 | $2.4bn | n.a. | n.a. |
| Q1 2019 | 9 | $2.9bn | n.a. | n.a. |
| Q2 2019 | 12 | $3.7bn | n.a. | n.a. |
| Q3 2019 | 15 | $3.6bn | n.a. | n.a. |
| Q4 2019 | 15 | $3.6bn | n.a. | n.a. |
| Q1 2020 | 16 | $2.2bn | n.a. | n.a. |
| Q2 2020 | 13 | $2.4bn | n.a. | n.a. |
| Q3 2020 | 18 | $3.3bn | n.a. | n.a. |
| Q4 2020 | 18 | $3.2bn | n.a. | n.a. |
| Q1 2021 | 15 | $3.4bn | n.a. | n.a. |
| Q2 2021 | 12 | $3.3bn | n.a. | n.a. |
| Q3 2021 | 10 | $2.9bn | n.a. | n.a. |
| Q4 2021 | 14 | $3.4bn | n.a. | n.a. |
| Q1 2022 | 18 | $2.5bn | n.a. | n.a. |
| Q2 2022 | 18 | $2.5bn | n.a. | n.a. |
| Q3 2022 | 16 | $2.5bn | n.a. | n.a. |
| Q4 2022 | 15 | $2.9bn | n.a. | n.a. |
| Q1 2023 | 14 | $3.2bn | n.a. | n.a. |
| Q2 2023 | 20 | $2.5bn | n.a. | n.a. |
| Q3 2023 | 14 | $2.9bn | n.a. | n.a. |
| Q4 2023 | 12 | $2.6bn | 8 | 3 |
| Q1 2024 | 11 | $3.0bn | 4 | 6 |
| Q2 2024 | 14 | $2.1bn | 8 | 5 |
| Q3 2024 | 11 | $2.1bn | 6 | 5 |
| Q4 2024 | 15 | $2.3bn | 7 | 6 |
| Q1 2025 | 14 | $1.9bn | 9 | 7 |
| Q2 2025 | 12 | $2.0bn | 9 | 4 |
| Q3 2025 | 14 | $1.7bn | 11 | 4 |
| Q4 2025 | 12 | $1.8bn | 16 | 19 |
| Q1 2026 | 14 | $1.7bn | 22 | 16 |
| Q2 2026 | 11 | $1.7bn | 14 | 22 |
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 →