IEX · Company research
IDEX Corporation (IEX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14300 | 3245385 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7870 | 1786096 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 895786 | 203298633 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17449 | 3510963 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2698 | 612311 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sachetta, LLC | 2010574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 2951 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6563 | 1489427 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49894 | 11323443 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11228 | 2548180 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13900 | 3154605 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aristotle Capital Boston, LLC | 1633911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11842 | 2687697 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2389 | 542190 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AEGON ASSET MANAGEMENT UK Plc | 1539994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88539 | 20093926 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144 | 32681 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26628 | 6043 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 5958 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GODSEY & GIBB, INC | 887402 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 325 | 73759 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sone Capital Management, LLC | 2026215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106321 | 24129551 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23795 | 23795 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 2724 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| SPEECE THORSON CAPITAL GROUP INC | 900169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65510 | 14867000 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23991 | 5444757 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15158 | 3440108 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41212 | 9353064 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 2270 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| HEARTLAND ADVISORS INC | 937394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26726 | 6065466 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15272 | 3465980 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10200 | 2314890 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307058 | 69686813 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legacy Wealth Management, LLC / MS | 2047443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8755 | 1986947 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24281 | 5510573 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 2724 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1267 | 287546 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22972 | 5213495 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96952 | 22003257 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45654 | 10340 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41517 | 9422283 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69021 | 15664299 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13118 | 2977 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2498 | 566921 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 14298 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17880 | 4057866 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37916 | 8605036 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4148 | 941318 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Hikari Power Ltd | 1606152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1660 | 377 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12020 | 2727834 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Fiduciary Trust Co | 35442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1159 | 263035 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TFC Financial Management, Inc. | 1827844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 227 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1576 | 357673 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| South Dakota Investment Council | 1538846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8109 | 1840 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4844404 | 1099437488 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Alecta Tjanstepension Omsesidigt | 1484429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 379500 | 86066805 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Aberdeen Group plc | 1716774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52916 | 12009286 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 687651 | 156062378 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Redwood Park Advisors LLC | 2056274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 227 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46717 | 10602423 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251057 | 56977 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7631 | 1731855 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Modera Wealth Management, LLC | 1542143 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 226950 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MOTCO | 1306333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 454 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Havemeyer Place LP | 2026128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5805 | 1317445 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 770 | 174652 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66961 | 15196799 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 6809 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Networth Advisors, LLC | 2099019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1589 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225 | 51064 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 665 | 150921 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| PFG Investments, LLC | 1973224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1204 | 273199 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 806954 | 183138210 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 8509 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1589 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SANDLER CAPITAL MANAGEMENT | 1000742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6941 | 1575260 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49059 | 11133940 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 555 | 125958 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10466 | 2375075 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1945 | 441364 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344424 | 78167027 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 871 | 197673 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SummitTX Capital, L.P. | 2052310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1390 | 315461 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisory Alpha, LLC | 1576762 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1410 | 320000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.