Who Owns IDEX Stock?
NYSE: IEXIndustrialsFluid ControlsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 105.39%
- Institutions (% of float)
- 105.62%
- Held by insiders
- 0.22%
- Institutional holders
- 1,020
- Institutions 99.8%
- Insiders 0.2%
- Public and other 0.0%
Who owns IDEX stock?
Institutional investors own about 105.4% of IDEX's shares, spread across 1,020 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.22% of IEX.
The largest institutional holders are Blackrock Inc. (7.78%), Vanguard Capital Management LLC (6.57%) and Vanguard Portfolio Management LLC (5.07%). Together, the top 10 institutions control 42.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their IEX positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IEX
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 5.73M | 7.78% | +1.0% |
| Vanguard Capital Management LLC | 4.84M | 6.57% | -0.2% |
| Vanguard Portfolio Management LLC | 3.73M | 5.07% | -0.9% |
| State Street Corporation | 3.32M | 4.50% | +3.5% |
| Primecap Management Company | 3.30M | 4.48% | -0.1% |
| Morgan Stanley | 2.82M | 3.82% | -9.0% |
| Millennium Management Llc | 2.37M | 3.21% | +18.7% |
| Geode Capital Management, LLC | 2.10M | 2.85% | +0.3% |
| Nordea Investment Management AB | 1.84M | 2.50% | -1.7% |
| Victory Capital Management Inc. | 1.53M | 2.07% | +0.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IEX
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.35M | 3.19% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 1.92M | 2.60% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.70M | 2.30% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | 1.43M | 1.94% |
| Victory Portfolios-Victory Sycamore Established Value Fund | 1.08M | 1.47% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.08M | 1.46% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | 1.01M | 1.37% |
| iShares Trust-iShares Core S&P 500 ETF | 985.61K | 1.34% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 960.78K | 1.30% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 906.61K | 1.23% |
Frequently asked questions
Who is the largest shareholder of IDEX?
Blackrock Inc. is the largest institutional shareholder of IEX, owning 7.78% of shares outstanding (5.73M shares) as of its latest 13F filing.
What percentage of IDEX is owned by institutions?
Institutions own about 105.4% of IEX shares and 105.6% of the public float.
How much of IDEX do insiders own?
Insiders, such as officers and directors, own about 0.22% of IEX shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.