IEX Institutional Ownership
Who owns Idex Corp and what the big funds did with it last quarter, from every SEC 13F filing. 690 funds reported holding IEX at Jun 30, 2026, together owning 102.1% of the company.
- ▲334 buying vs 275 selling
- ●Held by funds +0.1 pts
- ▲Funds holding +10
- ▲Superinvestors: 3 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 690 | 680 | +1.5% |
| In funds' top 10 | 6 | 8 | −25.0% |
| 13F shares | 75M | 74.9M | +0.1% |
| Held by funds | 102.1% | 102.0% | +0.1 pts |
| New positions | 83 | 100 | −17.0% |
| Increased | 251 | 230 | +9.1% |
| Reduced | 206 | 209 | −1.4% |
| Sold out | 69 | 57 | +21.1% |
| Calls (shares) | 149K | 30K | +397.7% |
| Puts (shares) | 70K | 40K | +75.5% |
| Put/call ratio | 0.47 | 1.33 | −64.7% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IEX
All superinvestors →
Who owns IEX
share of fund held shares- Index and passive funds33.6%
- Active managers and hedge funds49.8%
- Banks and brokers13.2%
- Pensions, insurers and other3.4%
The top 10 holders own 42.1% of all IEX shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
186 funds changed their position- Robeco Institutional Asset Management B.V.Added+203K sh
- Robeco Schweiz AGTrimmed−84K sh
- DekaBank Deutsche GirozentraleTrimmed−74K sh
- Achmea Investment Management B.V.New+68K sh
- Assenagon Asset Management S.A.Trimmed−45K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.81% | 5.7M | $1.3B | +58K |
| 2 | Vanguard Capital Management LLC | 6.60% | 4.8M | $1.1B | −10K |
| 3 | Vanguard Portfolio Management LLC | 5.08% | 3.7M | $847M | −34K |
| 4 | State Street Corp | 4.52% | 3.3M | $753M | +112K |
| 5 | Primecap Management Co/ca/ | 4.49% | 3.3M | $749M | −2,865 |
| 6 | Morgan Stanley | 3.84% | 2.8M | $640M | −280K |
| 7 | Millennium Management LLC | 3.23% | 2.4M | $538M | +374K |
| 8 | Geode Capital Management, LLC | 2.86% | 2.1M | $474M | +7,042 |
| 9 | Nordea Investment Management AB | 2.51% | 1.8M | $419M | −31K |
| 10 | Victory Capital Management Inc | 2.08% | 1.5M | $346M | +14K |
- Norges Bank+917K sh+$208M
- Pictet Asset Management Holding SA+607K sh+$138M
- Alyeska Investment Group, L.P.+525K sh+$119M
- Millennium Management LLC+374K sh+$84.9M
- Adage Capital Partners Gp, L.l.c.+327K sh+$74.2M
- Amundi+240K sh+$54.4M
- Freestone Grove Partners LP+234K sh+$53.2M
- UBS Group AG+183K sh+$41.6M
- Van Eck Associates Corp−937K sh−$178M
- Jane Street Group, LLC−754K sh−$171M
- Bank of America Corp /de/−739K sh−$168M
- Wellington Management Group LLP−599K sh−$136M
- Champlain Investment Partners, LLC−462K sh−$105M
- Morgan Stanley−280K sh−$63.5M
- State Farm Mutual Automobile Insurance Co−326K sh−$61.9M
- Alecta Tjanstepension Omsesidigt−200K sh−$45.2M
IEX institutional ownership FAQ
Who owns the most IEX stock?
In Q2 2026 13F filings the largest holder of IEX was BlackRock, Inc., followed by Vanguard Capital Management LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of IEX is owned by institutions?
Funds that file 13F reports held 102.1% of IEX's shares at Jun 30, 2026, compared with 102.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying IEX?
In Q2 2026, 334 funds bought IEX (83 of them new positions) and 275 sold (69 sold out completely). Among well known investors, 3 added and 1 cut. Our fund sentiment for IEX is bullish.
What is IEX's institutional put/call ratio?
Funds reported $15.9M of IEX puts against $33.9M of calls, a put/call ratio of 0.47 (1.33 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this IEX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.