Idex Corp. 13F holders
694 funds reported a position in Idex Corp. in their 13F for the quarter ended 30 June 2026, together 75.0 million shares worth $17.01 billion. Against the quarter before, 70 opened a position, 252 added, 207 trimmed and 69 sold out; together they sold a net 854,283 shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.
Funds holding694+14 on Q1 2026
Shares they held75.0Mworth $17.01 billion
Net sold on the quarter854,283 sharesabout $193.8 million at the funds' values
Funds buying to selling322 to 276opened or added, to cut or sold
Opened 70Added 252Held 157Trimmed 207Sold out 69
What each fund did in IEX against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in IEX in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 328 reported a position in Idex Corp.: 35 opened one, 119 added, 77 trimmed and 18 sold out, a net 791,068 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Idex Corp. in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: Millennium Management, 2.4 million shares worth $537.8 million, 0.4% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 40,191 shares, about $9.1 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Millennium Management | 2,369,834 | $537.8 million | 0.4% | +373,890 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 2,138,017 | $485.6 million | 0.0% | +40,191 | added | 30 September 2026 | 13F |
| Alyeska | 1,042,703 | $236.6 million | 0.6% | +525,048 | added | 30 June 2026, an earlier quarter | 13F |
| Norges Bank | 916,538 | $208.0 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| Point72 Asset Management | 905,936 | $205.6 million | 0.3% | +75,080 | added | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 706,368 | $160.3 million | 0.1% | -102,283 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 491,153 | $111.5 million | 0.1% | -6,519 | trimmed | 30 June 2026, an earlier quarter | 13F |
| FMR LLC | 320,087 | $72.6 million | 0.0% | +130,591 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 185,325 | $42.1 million | 0.1% | +100,800 | added | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 5,734,272 | 7.65% | $1.30 billion | 0.02% | +58,080 | 13F |
| Vanguard Capital Management LLC | 4,844,404 | 6.46% | $1.10 billion | 0.02% | -10,292 | 13F |
| Vanguard Portfolio Management LLC | 3,734,233 | 4.98% | $847.5 million | 0.04% | -34,463 | 13F |
| State Street Corp. | 3,317,393 | 4.42% | $752.9 million | 0.02% | +111,997 | 13F |
| Primecap Management Co. | 3,300,072 | 4.40% | $749.0 million | 0.44% | -2,865 | 13F |
| Morgan Stanley | 2,819,465 | 3.76% | $639.9 million | 0.03% | -279,664 | 13F |
| Millennium Management LLC | 2,369,834 | 3.16% | $537.8 million | 0.38% | +373,890 | 13F |
| Geode Capital Management, LLC | 2,097,826 | 2.80% | $474.3 million | 0.03% | +7,042 | 13F |
| Nordea Investment Management AB | 1,842,144 | 2.46% | $419.0 million | 0.34% | -31,320 | 13F |
| Victory Capital Management Inc. | 1,526,370 | 2.04% | $346.4 million | 0.20% | +14,354 | 13F |
| Invesco Ltd. | 1,500,523 | 2.00% | $340.5 million | 0.03% | -125,948 | 13F |
| Amundi | 1,458,979 | 1.95% | $331.0 million | 0.08% | +239,579 | 13F |
| Pictet Asset Management Holding SA | 1,258,476 | 1.68% | $285.6 million | 0.27% | +606,547 | 13F |
| Wellington Management Group LLP | 1,139,217 | 1.52% | $258.5 million | 0.04% | -599,314 | 13F |
| Alyeska Investment Group, L.P. | 1,042,703 | 1.39% | $236.6 million | 0.61% | +525,048 | 13F |
| Impax Asset Management Group plc | 962,000 | 1.28% | $218.3 million | 1.42% | +14,054 | 13F |
| Norges Bank | 916,538 | 1.22% | $208.0 million | 0.02% | 13F | |
| Point72 Asset Management, L.P. | 905,936 | 1.21% | $205.6 million | 0.33% | +75,080 | 13F |
| Dimensional Fund Advisors LP | 849,649 | 1.13% | $192.8 million | 0.04% | +34,120 | 13F |
| Balyasny Asset Management L.P. | 846,581 | 1.13% | $192.1 million | 0.36% | +30,444 | 13F |
| UBS Group AG | 825,098 | 1.10% | $187.3 million | 0.03% | +183,398 | 13F |
| Fenimore Asset Management Inc | 799,639 | 1.07% | $181.5 million | 3.76% | +1,533 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 767,472 | 1.02% | $174.2 million | 0.03% | +43,883 | 13F |
| Northern Trust Corp. | 763,615 | 1.02% | $173.3 million | 0.02% | +7,724 | 13F |
| Fisher Asset Management, LLC | 748,815 | 1.00% | $169.9 million | 0.05% | +40,658 | 13F |
| Arrowstreet Capital, Limited Partnership | 717,081 | 0.96% | $162.7 million | 0.07% | +17,293 | 13F |
| Citadel Advisors LLC | 706,368 | 0.94% | $160.3 million | 0.09% | -102,283 | 13F |
| Charles Schwab Investment Management Inc. | 683,662 | 0.91% | $155.2 million | 0.02% | -2,271 | 13F |
| Flossbach Von Storch SE | 646,867 | 0.86% | $146.8 million | 0.66% | -93,452 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 604,718 | 0.81% | $137.2 million | 0.16% | +47,357 | 13F |
| Westfield Capital Management Co. LP | 513,564 | 0.68% | $116.6 million | 0.38% | +87,545 | 13F |
| Two Sigma Investments, LP | 491,153 | 0.66% | $111.5 million | 0.09% | -6,519 | 13F |
| First Trust Advisors LP | 491,135 | 0.66% | $111.5 million | 0.07% | -181,694 | 13F |
| JPMorgan Chase & Co. | 450,855 | 0.60% | $102.6 million | 0.01% | -12,670 | 13F |
| Freestone Grove Partners LP | 451,742 | 0.60% | $102.5 million | 0.67% | +234,466 | 13F |
| Legal & General Group Plc | 444,906 | 0.59% | $101.0 million | 0.02% | -26,131 | 13F |
| Snyder Capital Management L P | 440,952 | 0.59% | $100.1 million | 1.73% | -12,333 | 13F |
| Deutsche Bank AG | 426,901 | 0.57% | $96.9 million | 0.03% | -4,983 | 13F |
| Thrivent Financial for Lutherans | 418,333 | 0.56% | $94.9 million | 0.16% | +122,992 | 13F |
| Vanguard Fiduciary Trust Co. | 415,505 | 0.55% | $94.3 million | 0.02% | -5,787 | 13F |
| Jane Street Group, LLC | 411,838 | 0.55% | $93.5 million | 0.06% | -753,681 | 13F |
| HSBC Holdings PLC | 403,063 | 0.54% | $91.5 million | 0.04% | +105,902 | 13F |
| Adage Capital Partners GP, L.l.c. | 393,913 | 0.53% | $89.4 million | 0.12% | +327,127 | 13F |
| Boston Trust Walden Corp | 390,195 | 0.52% | $88.6 million | 0.67% | -62,519 | 13F |
| Alecta Tjanstepension Omsesidigt | 379,500 | 0.51% | $86.1 million | 0.36% | -199,500 | 13F |
| Goldman Sachs Group Inc. | 372,728 | 0.50% | $84.6 million | 0.01% | +57,167 | 13F |
| Bank of America Corp. | 355,083 | 0.47% | $80.6 million | 0.01% | -739,018 | 13F |
| Bank of New York Mellon Corp | 350,026 | 0.47% | $79.4 million | 0.01% | -56,460 | 13F |
| Robeco Schweiz AG | 322,045 | 0.43% | $73.1 million | 1.17% | -57,026 | 13F |
| Findlay Park Partners LLP | 321,299 | 0.43% | $72.9 million | 0.98% | -10,700 | 13F |
The 50 largest of the 694 funds that reported a position in IEX in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on IEX
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Millennium Management | Calls | 75,000 | $17.0 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 35,100 | $8.0 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 8,100 | $1.8 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 15 May 2026 | 13G/A | Wellington Management Group LLP and 5 others | 1.7 million | 2.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 5.6 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 3.8 million | 5.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 1,923 | $233.98 | SEC |
| 27 August 2026 | 605 | $234.89 | SEC |
| 24 August 2026 | 7 | $234.39 | SEC |
| 18 August 2026 | 9,525 | $240.39 | SEC |
| 17 August 2026 | 51 | $238.94 | SEC |
| 13 August 2026 | 2,178 | $240.52 | SEC |
| 12 August 2026 | 2,214 | $237.31 | SEC |
| 30 July 2026 | 1,547 | $229.52 | SEC |
| 15 July 2026 | 53 | $222.74 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.