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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
36
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 9 listed it in both
Shares listed
12,362,683
combined, among listed positions
Reported value
$2.3bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 22 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,193,286.

Managers listing IEX in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

36 of 36 holders

ActionFiling
Millennium Management LLC1,995,944$378m0.16%Added+932,18115 May 2026 (the filing on sec.gov)
Wellington Management Group LLP1,738,531$330m0.06%Trimmed-3,953,97115 May 2026 (the filing on sec.gov)
Invesco Ltd1,626,471$308munder 0.1%Trimmed-65,70912 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,165,519$221munder 0.1%Added+1,163,05312 May 2026 (the filing on sec.gov)
Point72 Asset Management LP830,856$157m0.20%Added+673,74515 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC816,137$155m0.20%Added+95,99515 May 2026 (the filing on sec.gov)
Citadel Advisors LLC808,651$153munder 0.1%Added+253,83015 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP699,788$133m0.07%Added+236,52614 May 2026 (the filing on sec.gov)
Two Sigma Investments LP497,672$94m0.08%Added+240,66415 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC415,555$79m0.55%Added+119,84415 May 2026 (the filing on sec.gov)
AQR Capital Management LLC256,510$48munder 0.1%Trimmed-1,38615 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP217,276$41m0.29%Newnew15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)189,496$36munder 0.1%Added+97,11315 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc168,221$32munder 0.1%Trimmed-51615 May 2026 (the filing on sec.gov)
GAMCO Investors Inc156,724$30m0.29%Trimmed-14,07514 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP108,973$21m0.16%Newnew14 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC84,525$16munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd81,444$15munder 0.1%Added+73,71018 May 2026 (the filing on sec.gov)
AllianceBernstein LP84,787$15munder 0.1%Trimmed-5,65215 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.57,578$11munder 0.1%Trimmed-61,89215 May 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP55,000$10m0.13%Newnew15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC52,911$10munder 0.1%Added+50,91615 May 2026 (the filing on sec.gov)
Verition Fund Management LLC38,738$7.3munder 0.1%Added+9,24815 May 2026 (the filing on sec.gov)
Marshall Wace LLP36,207$6.9munder 0.1%Trimmed-119,03715 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP33,434$6.3munder 0.1%Trimmed-1,16615 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (9)

Exited (2)

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 →