IEX Institutional Holdings
IDEX Corporation · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $7.7B
VANGUARD PORTFOLIO MANAGEMENT LLC $2.9B
HSBC HOLDINGS PLC $449M
VANGUARD FIDUCIARY TRUST CO $339M
Capital World Investors $280M
↑ Increased (5)
Morningstar Investment Management LLC +101296.1%
IFM Investors Pty Ltd +91107.2%
Daiwa Securities Group Inc. +90182.9%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +88686.6%
CWM, LLC +86230.2%
↓ Decreased (5)
GROUP ONE TRADING LLC -100.0%
SUMMIT SECURITIES GROUP LLC -98.8%
USA FINANCIAL FORMULAS -98.7%
Strengthening Families & Communities, LLC -98.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO -96.1%
↓ Exited Positions (5)
VANGUARD GROUP INC $8.3B
CIBC Private Wealth Group LLC $273M
Dodge & Cox $225M
VIRGINIA RETIREMENT SYSTEMS ET Al $45M
Northwest & Ethical Investments L.P. $41M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 21.1M | $7.7B |
| 2 | BlackRock, Inc. | 14.1M | $5.8B |
| 3 | MORGAN STANLEY | 14.2M | $4.5B |
| 4 | BARCLAYS PLC | 16.7M | $4.5B |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.7M | $2.9B |
| 6 | STATE STREET CORP | 6.9M | $2.7B |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4.9M | $1.9B |
| 8 | Invesco Ltd. | 3.3M | $1.3B |
| 9 | GOLDMAN SACHS GROUP INC | 2.4M | $1.1B |
| 10 | BAMCO INC /NY/ | 1.7M | $928M |
| 11 | Bank of New York Mellon Corp | 1.9M | $922M |
| 12 | Fundsmith LLP | 1.5M | $824M |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 2.5M | $743M |
| 14 | NORTHERN TRUST CORP | 1.7M | $656M |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.6M | $627M |
| 16 | PRIMECAP MANAGEMENT CO/CA/ | 3.3M | $626M |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $604M |
| 18 | Amundi | 1.8M | $574M |
| 19 | BLAIR WILLIAM & CO/IL | 950K | $532M |
| 20 | JPMORGAN CHASE & CO | 1.2M | $520M |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 970K | $512M |
| 22 | BANK OF AMERICA CORP /DE/ | 1.6M | $482M |
| 23 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $477M |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $473M |
| 25 | Legal & General Group Plc | 1.1M | $455M |
| 26 | HSBC HOLDINGS PLC | 1.3M | $449M |
| 27 | Capital Research Global Investors | 781K | $439M |
| 28 | MILLENNIUM MANAGEMENT LLC | 2.1M | $418M |
| 29 | POLEN CAPITAL MANAGEMENT LLC | 696K | $391M |
| 30 | VICTORY CAPITAL MANAGEMENT INC | 1.7M | $390M |
| 31 | FRANKLIN RESOURCES INC | 669K | $374M |
| 32 | AMERICAN CENTURY COMPANIES INC | 774K | $370M |
| 33 | NORDEA INVESTMENT MANAGEMENT AB | 1.9M | $359M |
| 34 | VANGUARD FIDUCIARY TRUST CO | 942K | $339M |
| 35 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 968K | $325M |
| 36 | NORGES BANK | 1.3M | $324M |
| 37 | DEUTSCHE BANK AG\ | 821K | $300M |
| 38 | UBS Group AG | 948K | $293M |
| 39 | Nuveen, LLC | 667K | $292M |
| 40 | Pictet Asset Management Holding SA | 940K | $285M |
| 41 | Capital World Investors | 498K | $280M |
| 42 | FUNDSMITH INVESTMENT SERVICES LTD. | 482K | $271M |
| 43 | FIRST TRUST ADVISORS LP | 907K | $259M |
| 44 | AustralianSuper Pty Ltd | 443K | $249M |
| 45 | CIBC Bancorp USA Inc. | 538K | $239M |
| 46 | ROYAL BANK OF CANADA | 481K | $237M |
| 47 | CAPITAL COUNSEL LLC/NY | 420K | $236M |
| 48 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 445K | $233M |
| 49 | Point72 Asset Management, L.P. | 960K | $230M |
| 50 | JANE STREET GROUP, LLC | 1.2M | $229M |
| 51 | Corient Private Wealth LLC | 687K | $229M |
| 52 | AEGON ASSET MANAGEMENT UK Plc | 539K | $227M |
| 53 | Alyeska Investment Group, L.P. | 721K | $212M |
| 54 | CITADEL ADVISORS LLC | 957K | $203M |
| 55 | NEUBERGER BERMAN GROUP LLC | 377K | $202M |
| 56 | Liontrust Investment Partners LLP | 328K | $202M |
| 57 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 352K | $198M |
| 58 | FMR LLC | 472K | $195M |
| 59 | MONTRUSCO BOLTON INVESTMENTS INC. | 342K | $187M |
| 60 | Impax Asset Management Group plc | 958K | $185M |
| 61 | Clearbridge Investments, LLC | 308K | $173M |
| 62 | Swiss National Bank | 454K | $173M |
| 63 | DANSKE BANK A/S | 497K | $163M |
| 64 | SCHRODER INVESTMENT MANAGEMENT GROUP | 465K | $156M |
| 65 | Allianz Asset Management GmbH | 417K | $156M |
| 66 | Balyasny Asset Management L.P. | 817K | $155M |
| 67 | WESTFIELD CAPITAL MANAGEMENT CO LP | 559K | $155M |
| 68 | RAYMOND JAMES FINANCIAL INC | 284K | $155M |
| 69 | Fenimore Asset Management Inc | 798K | $151M |
| 70 | FLOSSBACH VON STORCH SE | 758K | $150M |
| 71 | Williams Jones Wealth Management, LLC. | 264K | $148M |
| 72 | Caisse de depot et placement du Quebec | 264K | $148M |
| 73 | Railway Pension Investments Ltd | 256K | $144M |
| 74 | Russell Investments Group, Ltd. | 355K | $142M |
| 75 | Sumitomo Mitsui Trust Group, Inc. | 358K | $142M |
| 76 | TD Asset Management Inc | 265K | $138M |
| 77 | Mitsubishi UFJ Asset Management Co., Ltd. | 356K | $138M |
| 78 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 613K | $137M |
| 79 | Fisher Asset Management, LLC | 709K | $135M |
| 80 | Vanguard Global Advisers, LLC | 342K | $129M |
| 81 | RHUMBLINE ADVISERS | 337K | $129M |
| 82 | LOS ANGELES CAPITAL MANAGEMENT LLC | 228K | $128M |
| 83 | WELLS FARGO & COMPANY/MN | 247K | $124M |
| 84 | COMGEST GLOBAL INVESTORS S.A.S. | 220K | $124M |
| 85 | Champlain Investment Partners, LLC | 640K | $121M |
| 86 | California Public Employees Retirement System | 311K | $117M |
| 87 | ENVESTNET ASSET MANAGEMENT INC | 257K | $117M |
| 88 | BRADLEY FOSTER & SARGENT INC/CT | 207K | $116M |
| 89 | Alecta Tjanstepension Omsesidigt | 579K | $110M |
| 90 | Robeco Institutional Asset Management B.V. | 193K | $107M |
| 91 | BNP PARIBAS FINANCIAL MARKETS | 271K | $103M |
| 92 | AQR CAPITAL MANAGEMENT LLC | 353K | $102M |
| 93 | VANGUARD ASSET MANAGEMENT, Ltd | 262K | $102M |
| 94 | Epoch Investment Partners, Inc. | 175K | $98M |
| 95 | Qube Research & Technologies Ltd | 341K | $96M |
| 96 | Candriam S.C.A. | 251K | $95M |
| 97 | TWO SIGMA INVESTMENTS, LP | 499K | $95M |
| 98 | Welch & Forbes LLC | 168K | $94M |
| 99 | CONGRESS ASSET MANAGEMENT CO | 167K | $94M |
| 100 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 253K | $94M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09