IDEX CORP IEX
COM · Common Stock · CUSIP 45167R104 · ISIN US45167R1041
Publicly listed company that makes fluidics systems and specialty engineered products
- SectorIndustrials
- IndustryPumps & Pumping Equipment
- HeadquartersNorthbrook, IL
- Founded1988
- Websiteidexcorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($26.0m this quarter). Holder counts are more reliable. Shares outstanding: 75.7m as of 2024-07-26, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $201.08. Options: 8 managers hold calls ($5.6m notional), 9 hold puts ($12.9m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 558 |
| Q4 2022 | 616 |
| Q1 2023 | 617 |
| Q2 2023 | 641 |
| Q3 2023 | 622 |
| Q4 2023 | 622 |
| Q1 2024 | 626 |
| Q2 2024 | 633 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 305 | 214 |
| Q1 2023 | 234 | 303 |
| Q2 2023 | 284 | 290 |
| Q3 2023 | 252 | 312 |
| Q4 2023 | 256 | 316 |
| Q1 2024 | 268 | 272 |
| Q2 2024 | 311 | 258 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.1m | $4.9m | 4.34 |
| Q4 2023 | $1.2m | $2.0m | 1.74 |
| Q1 2024 | $2.8m | $1.7m | 0.63 |
| Q2 2024 | $5.6m | $12.9m | 2.32 |
Biggest buyers
| NORDEA INVESTMENT MANAGEMENT AB | Added | +452.6k |
| AXA S.A. | Added | +317.0k |
| FIRST TRUST ADVISORS LP | Added | +292.5k |
| Qube Research & Technologies Ltd | Added | +267.2k |
| Man Group plc | Added | +233.9k |
| HSBC HOLDINGS PLC | Added | +223.4k |
| Champlain Investment Partners, LLC | Added | +218.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +216.9k |
| TWO SIGMA ADVISERS, LP | Added | +207.7k |
| Invesco Ltd. | Added | +183.8k |
Biggest sellers
| MORGAN STANLEY | Reduced | -4.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.3m |
| JPMORGAN CHASE & CO | Reduced | -623.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -600.3k |
| BROWN ADVISORY INC | Reduced | -354.5k |
| Mirae Asset Global Investments Co., Ltd. | Reduced | -348.3k |
| FMR LLC | Reduced | -250.5k |
| Allianz Asset Management GmbH | Reduced | -139.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -139.6k |
| Balyasny Asset Management L.P. | Sold out | -118.3k |
Biggest calls
| UBS Group AG | New | $2.5m12.3k shares |
| CITADEL ADVISORS LLC | Added | $1.2m5.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $865.2k4.3k shares |
| Cubist Systematic Strategies, LLC | New | $724.3k3.6k shares |
| Walleye Capital LLC | New | $241.4k1.2k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $60.4k300 shares |
| SIMPLEX TRADING, LLC | Unchanged | $20.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Twin Tree Management, LP | New | $6.8m33.8k shares |
| PEAK6 Investments LLC | New | $3.0m14.7k shares |
| Walleye Trading LLC | Added | $1.9m9.4k shares |
| Cubist Systematic Strategies, LLC | New | $824.9k4.1k shares |
| CITADEL ADVISORS LLC | Reduced | $201.2k1.0k shares |
| Walleye Capital LLC | New | $140.8k700 shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Reduced | $40.2k200 shares |
| SIMPLEX TRADING, LLC | Unchanged | $40.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (2.3%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 3 | $4.3m | — |
| Q1 2023 | 0 | — | 1 | $720.1k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 9.2m $1.9bn | Added +2.5k |
| BlackRock Inc. 0.03% of their portfolio | 6.2m $1.2bn | Added +115.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.14% of their portfolio | 5.7m $1.1bn | Reduced -2.3m |
| STATE STREET CORP 0.03% of their portfolio | 3.0m $604.2m | Added +22.0k |
| MORGAN STANLEY 0.04% of their portfolio | 2.7m $547.0m | Reduced -4.2m |
| Impax Asset Management Group plc 1.61% of their portfolio | 2.0m $394.5m | Reduced -1.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 1.9m $374.8m | Added +45.6k |
| T. Rowe Price Investment Management, Inc. 0.23% of their portfolio | 1.8m $366.8m | Added +51.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.6m $321.3m | Reduced -623.5k |
| Pictet Asset Management Holding SA 0.37% of their portfolio | 1.6m $321.1m | Reduced -70.2k |
| Invesco Ltd. 0.06% of their portfolio | 1.5m $306.0m | Added +183.8k |
| Amundi 0.11% of their portfolio | 1.5m $292.3m | Added +179.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.4m $273.3m | Reduced -600.3k |
| BARCLAYS PLC 0.11% of their portfolio | 1.2m $234.1m | Reduced -4.7k |
| Champlain Investment Partners, LLC 1.17% of their portfolio | 950.2k $191.2m | Added +218.6k |
| NORGES BANK 0.03% of their portfolio | 930.6k $187.2m | Added +81.7k |
| Fenimore Asset Management Inc 3.64% of their portfolio | 826.0k $166.2m | Added +16.7k |
| Alecta Tjanstepension Omsesidigt 0.90% of their portfolio | 800.0k $160.9m | Unchanged |
| NORDEA INVESTMENT MANAGEMENT AB 0.19% of their portfolio | 794.7k $159.8m | Added +452.6k |
| FIRST TRUST ADVISORS LP 0.16% of their portfolio | 764.7k $153.9m | Added +292.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 699.0k $140.6m | Reduced -11.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 648.4k $130.5m | Added +132.4k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.58% of their portfolio | 639.3k $128.6m | Reduced -5.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 625.8k $125.9m | Added +9.9k |
| Fisher Asset Management, LLC 0.05% of their portfolio | 612.2k $123.2m | Added +48.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 536.4k $107.9m | Reduced -17.1k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 519.1k $104.2m | Added +223.4k |
| BROWN ADVISORY INC 0.14% of their portfolio | 518.6k $104.3m | Reduced -354.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 504.2k $101.4m | Reduced -11.5k |
| Qube Research & Technologies Ltd 0.18% of their portfolio | 493.1k $99.2m | Added +267.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.23% of their portfolio | 489.8k $98.6m | First filing |
| Legal & General Group Plc 0.03% of their portfolio | 485.9k $97.8m | Reduced -6.5k |
| AXA S.A. 0.14% of their portfolio | 483.4k $97.3m | Added +317.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 470.7k $94.7m | Added +78.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 442.8k $89.1m | Added +13.7k |
| TWO SIGMA ADVISERS, LP 0.20% of their portfolio | 438.2k $88.2m | Added +207.7k |
| CCLA Investment Management 1.34% of their portfolio | 433.4k $86.7m | Added +7.6k |
| Ceredex Value Advisors LLC 1.58% of their portfolio | 416.4k $83.8m | Added +85.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.39% of their portfolio | 391.1k $78.7m | Added +31.3k |
| SNYDER CAPITAL MANAGEMENT L P 1.70% of their portfolio | 376.2k $75.7m | Reduced -14.9k |
| TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio | 368.3k $74.1m | Added +107.1k |
| Fundsmith LLP 0.30% of their portfolio | 362.5k $72.9m | Reduced -11.4k |
| GW&K Investment Management, LLC 0.66% of their portfolio | 361.2k $72.7m | Added +7.8k |
| Baird Financial Group, Inc. 0.15% of their portfolio | 353.8k $71.2m | Reduced -23.6k |
| Robeco Schweiz AG 1.30% of their portfolio | 337.3k $67.9m | Added +76.9k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.06% of their portfolio | 335.9k $67.6m | Unchanged |
| Clearbridge Investments, LLC 0.05% of their portfolio | 335.8k $67.6m | Added +89 |
| BAMCO INC /NY/ 0.18% of their portfolio | 314.6k $63.3m | Reduced -17.7k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.26% of their portfolio | 312.9k $63.0m | Reduced -209 |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 306.0k $61.6m | Added +44.5k |
| PRIMECAP MANAGEMENT CO/CA/ 0.04% of their portfolio | 303.8k $61.1m | Reduced -19.1k |
| Maren Capital LLC 5.67% of their portfolio | 293.0k $59.0m | Added +14.8k |
| Man Group plc 0.14% of their portfolio | 271.1k $54.5m | Added +233.9k |
| FMR LLC 0.00% of their portfolio | 256.5k $51.6m | Reduced -250.5k |
| Ensemble Capital Management, LLC 3.99% of their portfolio | 254.8k $51.3m | Added +86.1k |
| Ensign Peak Advisors, Inc 0.09% of their portfolio | 252.3k $50.8m | Reduced -3.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 242.1k $48.7m | Added +10.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio | 241.2k $48.5m | Added +216.9k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3.61% of their portfolio | 240.8k $48.5m | Reduced -43.5k |
| WEITZ INVESTMENT MANAGEMENT, INC. 2.51% of their portfolio | 237.4k $47.8m | Added +170.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 236.6k $47.6m | Reduced -97.7k |
| California Public Employees Retirement System 0.03% of their portfolio | 235.8k $47.4m | Reduced -34.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% of their portfolio | 233.9k $47.1m | Reduced -39.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 225.6k $45.4m | Added +17.1k |
| Swiss National Bank 0.03% of their portfolio | 224.0k $45.1m | Reduced -2.5k |
| Boston Trust Walden Corp 0.33% of their portfolio | 223.9k $45.0m | Added +7.2k |
| Premier Fund Managers Ltd 1.77% of their portfolio | 220.0k $44.0m | Unchanged |
| GABELLI FUNDS LLC 0.33% of their portfolio | 218.8k $44.0m | Reduced -6.0k |
| UBS Group AG 0.01% of their portfolio | 204.9k $41.2m | Reduced -21.8k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 201.5k $40.5m | Added +4.1k |
| Capital World Investors 0.01% of their portfolio | 200.0k $40.2m | Unchanged |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 198.2k $39.9m | Added +141.1k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 190.8k $38.4m | Reduced -139.8k |
| Port Capital LLC 1.92% of their portfolio | 190.2k $38.3m | Reduced -3.5k |
| CIBC Private Wealth Group LLC 0.07% of their portfolio | 186.7k $36.5m | Reduced -2.0k |
| GAMCO INVESTORS, INC. ET AL 0.40% of their portfolio | 181.6k $36.5m | Reduced -7.0k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 171.1k $34.4m | Reduced -5.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 163.6k $32.9m | Reduced -20.4k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 161.4k $32.5m | New |
| TD Asset Management Inc 0.03% of their portfolio | 159.2k $32.0m | Added +9.6k |
| NUANCE INVESTMENTS, LLC 0.88% of their portfolio | 143.3k $28.8m | Added +79.8k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 138.7k $27.9m | Added +130.3k |
| AE Wealth Management LLC 0.26% of their portfolio | 128.0k $25.7m | Added +15.4k |
| GENEVA CAPITAL MANAGEMENT LLC 0.46% of their portfolio | 126.7k $25.5m | Added +8.0k |
| National Pension Service 0.03% of their portfolio | 125.3k $25.2m | Added +6.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 124.1k $25.0m | Added +6.6k |
| Northwest & Ethical Investments L.P. 0.71% of their portfolio | 123.6k $24.9m | Reduced -5.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 119.3k $24.0m | Reduced -15.9k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 117.0k $23.5m | Added +15.6k |
| DekaBank Deutsche Girozentrale 0.04% of their portfolio | 113.9k $22.8m | Added +10.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 112.7k $22.7m | Added +42.7k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 110.1k $22.1m | Added +16.7k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 101.6k $20.4m | Added +62.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 98.9k $19.9m | Added +7.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 98.0k $19.7m | Added +1.3k |
| COMERICA BANK 0.08% of their portfolio | 94.7k $19.1m | Added +20.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 94.7k $19.1m | Reduced -30.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 93.0k $18.7m | Reduced -4.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 92.6k $18.6m | Reduced -3.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 92.4k $18.6m | Added +52.8k |