IDEX

IEX • NYSE

IDEX is a industrial - machinery company in the industrials sector on NYSE, led by Eric D. Ashleman, with a market cap of $14.6B. As of Q3 2025, 99% of shares are held by 610 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.08%.

CEOEric D. Ashleman

Market Cap$14.6B

Industrial - Machinery

Industrials

Employees8.8K

Websiteidexcorp.com

Country

United States of America

Overview

Overview of institutional ownership in IEX as of Q3 2025 with a market cap of $12.3B

All Institutions

Institutions: 610
Value Held: $12.1B
Shares Held: 74.5M
Avg Position: $19.9M
Median Position: $761.6K

Hedge Funds

Hedge Funds: 52
Value Held: $520.5M
Shares Held: 3.2M
Avg Position: $10.0M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

94.67%

$11.6B

Hedge Funds

4.25%

$520.5M

Retail & Other

1.08%

$132.8M

Based on market cap of $12.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IEX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.5B 0.02% of portfolio	12.08% 9.1M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$1.1B 0.18% of portfolio	8.60% 6.5M shares	≤ Q2 2013 Held for 12y 6m+	$571.21B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$924.6M 0.02% of portfolio	7.55% 5.7M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$548.6M 0.03% of portfolio	4.48% 3.4M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$513.5M 0.02% of portfolio	4.19% 3.2M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
NORDEA INVESTMENT MANAGEMENT AB Institution	Paul Manning CEO	$382.0M 0.33% of portfolio	3.14% 2.4M shares	Q2 2017 Held for 8y 6m	$114.17B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$328.6M 0.02% of portfolio	2.69% 2.0M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
I Impax Asset Management Group plc Long Only Manager	Moise Nmn Piram President	$319.1M 1.86% of portfolio	2.60% 2.0M shares	Q3 2018 Held for 7y 3m	$17.1B
VAN ECK ASSOCIATES CORP ETF Provider	Jan Frederick Vaneck CEO	$311.4M 0.32% of portfolio	2.54% 1.9M shares	Q4 2019 Held for 6 years	$96.6B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$294.6M 0.05% of portfolio	2.40% 1.8M shares	≤ Q2 2013 Held for 12y 6m+	$633.08B

Net Capital Flow

Institutional buying and selling activity for IEX in Q3 2025

Traded: −$127.6M
Buyers: 278
Sellers: 322
Total Bought: +$1.3B
Total Sold: −$1.4B
Avg Position: $17.5M

Biggest Buyers

Institution	Net Bought	Current Position
NORDEA INVESTMENT MANAGEMENT AB Institution	+$251.9M +1.6M shares	$382.0M 2.4M shares
PRIMECAP MANAGEMENT CO/CA/ Long Only Manager	+$201.4M +1.2M shares	$281.7M 1.7M shares
DODGE & COX Long Only Manager	+$56.0M +344.3K shares	$56.0M 344.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$43.8M +269.1K shares	$53.6M 329.3K shares
Invesco Ltd. ETF Provider	+$40.8M +250.4K shares	$294.6M 1.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$40.1M +246.5K shares	$54.8M 336.9K shares
A Amundi Institution	+$39.2M +239.2K shares	$248.8M 1.5M shares
MORGAN STANLEY RIA/Wealth	+$38.6M +237.3K shares	$548.6M 3.4M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$34.5M +211.7K shares	$1.1B 6.5M shares
GOLDMAN SACHS GROUP INC Institution	+$31.9M +195.9K shares	$111.5M 685.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$267.0M −1.6M shares	$60.9M 374.1K shares
BARCLAYS PLC Institution	−$159.4M −979.3K shares	$57.6M 353.9K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$138.7M −852.4K shares	$103.7M 636.9K shares
KING LUTHER CAPITAL MANAGEMENT CORP Long Only Manager	−$60.0M −368.9K shares	$38.7M 238.1K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	−$58.7M −334.5K shares	Sold Off 0 shares
Clearbridge Investments, LLC Long Only Manager	−$57.6M −328.4K shares	Sold Off 0 shares
Q Qube Research & Technologies Ltd Institution	−$55.5M −341.1K shares	$50.7M 311.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$55.3M −339.6K shares	$44.0M 270.2K shares
GANNETT WELSH & KOTLER Long Only Manager	−$51.8M −318.1K shares	$9.6M 58.7K shares
F FIL Ltd Institution	−$35.3M −217.2K shares	$26.5M 162.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IEX in Q3 2025

New Positions: 42
New Value: $100.3M
Exited Positions: 80
Exited Value: $250.4M

New Positions

Institution	Position Value
DODGE & COX Long Only Manager	$56.0M 344.3K shares
Redwood Grove Capital, LLC Hedge Fund•Value	$10.8M 66.1K shares
St. James Investment Company, LLC Long Only Manager	$9.4M 58.0K shares
S Sienna Gestion Institution	$6.7M 45.1K shares
SAWGRASS ASSET MANAGEMENT LLC Long Only Manager	$3.9M 24.1K shares
Z Zurich Insurance Group Ltd/FI Institution	$2.6M 16.0K shares
I Ilmarinen Mutual Pension Insurance Co Institution	$2.0M 12.5K shares
Levin Easterly Partners LLC Long Only Manager	$1.8M 11.1K shares
R RNC CAPITAL MANAGEMENT LLC RIA/Wealth	$985.0K 6.1K shares
Tevis Investment Management RIA/Wealth	$637.9K 3.9K shares

Exited Positions

Institution	Previous Position
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$58.7M 334.5K shares
Clearbridge Investments, LLC Long Only Manager	$57.6M 328.4K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$23.2M 132.0K shares
S SOROS FUND MANAGEMENT LLC Institution	$19.6M 111.4K shares
J JANE STREET GROUP, LLC Institution	$16.5M 94.2K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$9.3M 52.9K shares
A AXA Institution	$6.5M 37.3K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$5.5M 31.1K shares
R Railway Pension Investments Ltd Institution	$5.4M 30.8K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$4.6M 26.3K shares

Options Activity

Institutions with the largest Call and Put options positions in IEX as of Q3 2025

Call Positions: 3
Call Value: $4.3M
Put Positions: 4
Put Value: $1.5M

Call Positions

Institution	Position Value
UBS Group AG Institution	$2.0M 123.4 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.7M 103.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$651.0K 40.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$992.8K 61.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$374.3K 23.0 contracts
Walleye Trading LLC RIA/Wealth	$97.7K 6.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with IEX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
E ECOFI INVESTISSEMENTS SA Institution	-	5.10% $4.2M	0.03% 26.1K shares	Q2 2024 Held for 1y 6m	$83.3M
Regents Gate Capital LLP Hedge Fund•Market Neutral	Joshua White CIO	4.18% $11.8M	0.10% 72.3K shares	Q1 2025 Held for 9 months	$281.7M
WEITZ INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew Steven Weitz Chairman	3.60% $66.2M	0.54% 406.5K shares	Q1 2020 Held for 5y 9m	$1.8B
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID RIA/Wealth	William John Palumbo CEO	3.09% $19.7M	0.16% 121.2K shares	≤ Q2 2013 Held for 12y 6m+	$639.0M
Redwood Grove Capital, LLC Hedge Fund•Value	Gregory Ryan Serrurier Managing Partner	3.08% $10.8M	0.09% 66.1K shares	Q3 2025 Held for 3 months	$349.4M
SPEECE THORSON CAPITAL GROUP INC Long Only Manager	Matthew Jeremy Weight Director	2.91% $14.6M	0.12% 89.4K shares	≤ Q2 2013 Held for 12y 6m+	$500.5M
FENIMORE ASSET MANAGEMENT INC Long Only Manager	Anne B. Putnam CEO	2.87% $142.4M	1.16% 874.7K shares	≤ Q2 2013 Held for 12y 6m+	$5.0B
NUANCE INVESTMENTS, LLC Long Only Manager	Jack Anthony Meurer President	2.69% $26.5M	0.22% 162.6K shares	Q1 2024 Held for 1y 9m	$982.1M
Maren Capital LLC Long Only Manager	Bradley Carl Schatz CEO	2.26% $40.5M	0.33% 248.9K shares	Q4 2023 Held for 2 years	$1.8B
HARVEY INVESTMENT CO LLC RIA/Wealth	Joshua Stephen Jevne President	1.90% $17.8M	0.15% 109.3K shares	≤ Q2 2013 Held for 12y 6m+	$936.9M

Hedge Fund Spotlight

Discover hedge funds investing in IEX

Qsemble Capital Management, LP

Hedge Fund • Quant

Portfolio ManagerSteven Hwa Lin

Portfolio Value: $1.0B
Positions: 437
Last Reported: Q3 2025

Sector Allocation

Position in IDEX

Market Value: $599.6K
Shares Held: 3.7K
Portfolio Weight: 0.06%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Western Digital WDC	Computer Hardware Technology	$12.2M	1.19%
2 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$11.4M	1.11%
3 Bristol-Myers Squibb BMY	Drug Manufacturers - General Healthcare	$10.6M	1.03%