IDEX Ownership | Who Owns IDEX?

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IDEX Ownership Summary

IDEX is owned by 96.68% institutional investors, 0.20% insiders, and 3.12% retail investors. Vanguard group is the largest institutional shareholder, holding 12.16% of IEX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in IDEX shares.

IEX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	IDEX	96.68%	0.20%	3.12%
Sector	Industrials Stocks	60.70%	10.27%	29.03%
Industry	Industrial Machinery Stocks	75.25%	6.55%	18.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	9.20M	12.16%	$1.85B
Blackrock	6.20M	8.19%	$1.25B
Price t rowe associates inc /md/	5.65M	7.47%	$1.14B
State street	3.00M	3.97%	$604.18M
Morgan stanley	2.72M	3.59%	$547.04M
Impax asset management group	1.96M	2.59%	$394.55M
Geode capital management	1.87M	2.47%	$374.83M
T. rowe price investment management	1.82M	2.41%	$366.78M
Pictet asset management sa	1.60M	2.11%	$321.05M
Invesco	1.52M	2.01%	$306.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Maren capital	293.00K	5.67%	$58.95M
Ecofi investissements sa	41.95K	4.38%	$7.88M
Ensemble capital management	254.85K	3.99%	$51.28M
Fenimore asset management	825.98K	3.64%	$166.19M
Mountain pacific investment advisers inc/id	240.84K	3.61%	$48.46M
Weitz investment management	237.40K	2.51%	$47.76M
Speece thorson capital group	48.59K	2.00%	$9.78M
Harvey investment	82.54K	1.99%	$16.61M
Montanaro asset management	52.10K	1.95%	$10.48M
Northstar asset management	37.60K	1.93%	$7.57M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	930.61K	0.03%	930.61K
Mirae asset global etfs	489.81K	0.23%	489.81K
Nordea investment management ab	794.75K	0.19%	452.58K
Morgan stanley	2.72M	0.04%	428.41K
First trust advisors lp	764.67K	0.16%	292.45K

Top Sellers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	5.65M	0.14%	-2.31M
Wellington management group llp	1.36M	0.05%	-600.28K
Brown advisory	518.56K	0.14%	-354.49K
Mirae asset global investments	6.63K	0.01%	-348.32K
Jpmorgan chase	798.45K	0.01%	-307.54K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	930.61K	0.03%	930.61K	$187.24M
Mirae asset global etfs	489.81K	0.23%	489.81K	$98.55M
Northwest & ethical investments	123.64K	0.71%	123.64K	$24.88M
Ecofi investissements sa	41.95K	4.38%	41.95K	$7.88M
Lombard odier asset management (europe)	26.03K	0.25%	26.03K	$5.24M

Sold Out

Holder	Change
Abich financial wealth management	-1.00
Tfo-tdc	-1.00
Assetmark	-1.00
Corecap advisors	-2.00
International assets investment management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	604	-4.28%	73,184,251	-0.77%	96	1.02%	274	-13.56%	218	13.54%
Jun 30, 2024	624	0.65%	73,735,787	2.22%	97	1.07%	314	14.60%	189	-15.63%
Mar 31, 2024	620	0.81%	72,136,215	-2.43%	95	1.00%	274	-1.79%	224	-5.88%
Dec 31, 2023	615	0.49%	73,933,066	1.59%	97	1.06%	279	10.28%	238	-1.24%
Sep 30, 2023	612	-3.62%	72,773,574	0.27%	96	1.04%	253	-12.46%	241	2.12%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.39M	3.16%	-6.52K
US Small-Cap Growth II Equity Comp	2.14M	2.83%	-426.89K
T. Rowe Price New Horizons	2.14M	2.83%	-372.27K
Vanguard Institutional 500 Index Trust	2.01M	2.65%	23.69K
Vanguard Small Cap Index	1.90M	2.51%	3.70K
Eaton Vance Atlanta Capital SMID-Cap I	1.29M	1.71%	292.55K
Vanguard Small Cap Value Index Inv	1.28M	1.69%	-444.00
Champlain Mid Cap Fund, LLC	1.16M	1.53%	-44.88K
Pictet Water Segregated Accounts	1.14M	1.51%	1.14M
Impax Water Strategy Composite	1.07M	1.42%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 09, 2023	Grogan William K	SVP, Chief Financial Officer	Sell	$720.07K
Nov 02, 2022	SATTERTHWAITE LIVINGSTON	-	Sell	$684.77K
Oct 28, 2022	ASHLEMAN ERIC D	CEO and President	Sell	$2.06M
Oct 28, 2022	ASHLEMAN ERIC D	CEO and President	Sell	$672.59K
Oct 28, 2022	ASHLEMAN ERIC D	CEO and President	Sell	$732.81K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	-
2023 Q2	-	-

IEX Ownership FAQ

Who Owns IDEX?

IDEX shareholders are primarily institutional investors at 96.68%, followed by 0.20% insiders and 3.12% retail investors. The average institutional ownership in IDEX's industry, Industrial Machinery Stocks, is 75.25%, which IDEX exceeds.

Who owns the most shares of IDEX?

IDEX’s largest shareholders are Vanguard group (9.2M shares, 12.16%), Blackrock (6.2M shares, 8.19%), and Price t rowe associates inc /md/ (5.65M shares, 7.47%). Together, they hold 27.81% of IDEX’s total shares outstanding.

Does Blackrock own IDEX?

Yes, BlackRock owns 8.19% of IDEX, totaling 6.2M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.25B$. In the last quarter, BlackRock increased its holdings by 115.2K shares, a 1.89% change.

Who is IDEX’s biggest shareholder by percentage of total assets invested?

Maren capital is IDEX’s biggest shareholder by percentage of total assets invested, with 5.67% of its assets in 293K IDEX shares, valued at 58.95M$.

Who is the top mutual fund holder of IDEX shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of IDEX shares, with 3.16% of its total shares outstanding invested in 2.39M IDEX shares.

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