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 ($20.0m this quarter). Holder counts are more reliable. Shares outstanding: 75.8m as of 2025-02-14, 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 ≈ $209.26. Options: 6 managers hold calls ($7.3m notional), 7 hold puts ($6.0m).
Trends to Q4 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 |
| Q3 2024 | 617 |
| Q4 2024 | 632 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 234 | 303 |
| Q2 2023 | 284 | 290 |
| Q3 2023 | 252 | 312 |
| Q4 2023 | 256 | 316 |
| Q1 2024 | 268 | 272 |
| Q2 2024 | 311 | 258 |
| Q3 2024 | 272 | 312 |
| Q4 2024 | 258 | 276 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $2.8m | $1.7m | 0.63 |
| Q2 2024 | $5.6m | $12.9m | 2.32 |
| Q3 2024 | $6.5m | $7.1m | 1.09 |
| Q4 2024 | $7.3m | $6.0m | 0.82 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.4m |
| CITADEL ADVISORS LLC | Added | +334.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +278.0k |
| Allianz Asset Management GmbH | Added | +232.3k |
| Corient Private Wealth LP | Added | +180.6k |
| JOHNSON INVESTMENT COUNSEL INC | Added | +163.3k |
| Findlay Park Partners LLP | Added | +161.3k |
| NORGES BANK | Added | +153.9k |
| UBS Group AG | Added | +146.9k |
| DEPRINCE RACE & ZOLLO INC | New | +145.5k |
Biggest sellers
| Amundi | Reduced | -631.1k |
| BlackRock, Inc. | Reduced | -415.9k |
| Invesco Ltd. | Reduced | -372.6k |
| JPMORGAN CHASE & CO | Reduced | -327.9k |
| Ceredex Value Advisors LLC | Reduced | -303.4k |
| FRANKLIN RESOURCES INC | Reduced | -196.3k |
| Qube Research & Technologies Ltd | Reduced | -173.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -172.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -143.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -130.2k |
Biggest calls
| UBS Group AG | Unchanged | $2.6m12.3k shares |
| Cubist Systematic Strategies, LLC | Unchanged | $2.0m9.7k shares |
| Walleye Trading LLC | Added | $1.3m6.2k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m5.9k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $188.4k900 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Trading LLC | Reduced | $2.5m11.9k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.8m8.6k shares |
| Walleye Capital LLC | Unchanged | $669.7k3.2k shares |
| CITADEL ADVISORS LLC | Added | $586.0k2.8k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $272.1k1.3k shares |
| WOLVERINE TRADING, LLC | Added | $229.7k1.1k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 9.3m $1.9bn | Added +63.4k |
| BlackRock, Inc. 0.02% of their portfolio | 5.8m $1.2bn | Reduced -415.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.16% of their portfolio | 4.2m $883.1m | Added +1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 3.7m $767.4m | Added +278.0k |
| STATE STREET CORP 0.03% of their portfolio | 3.1m $644.5m | Added +61.6k |
| MORGAN STANLEY 0.04% of their portfolio | 2.8m $579.7m | Reduced -123.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 1.9m $399.4m | Added +21.8k |
| T. Rowe Price Investment Management, Inc. 0.24% of their portfolio | 1.9m $391.1m | Added +17.1k |
| Impax Asset Management Group plc 1.71% of their portfolio | 1.8m $376.6m | Reduced -92.4k |
| Pictet Asset Management Holding SA 0.37% of their portfolio | 1.6m $339.1m | Added +95.8k |
| Invesco Ltd. 0.05% of their portfolio | 1.3m $280.2m | Reduced -372.6k |
| BARCLAYS PLC 0.12% of their portfolio | 1.2m $249.9m | Added +16.5k |
| Champlain Investment Partners, LLC 1.50% of their portfolio | 1.1m $237.1m | Reduced -90.7k |
| FIRST TRUST ADVISORS LP 0.19% of their portfolio | 1.1m $221.2m | Added +106.0k |
| NORGES BANK 0.03% of their portfolio | 1.0m $217.7m | Added +153.9k |
| Amundi 0.07% of their portfolio | 1.0m $211.8m | Reduced -631.1k |
| VAN ECK ASSOCIATES CORP 0.26% of their portfolio | 965.2k $202.0m | Reduced -67.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.19% of their portfolio | 862.6k $181.3m | Added +43.8k |
| Fenimore Asset Management Inc 3.69% of their portfolio | 839.5k $175.7m | Added +2.7k |
| Alecta Tjanstepension Omsesidigt 0.88% of their portfolio | 800.0k $167.5m | Unchanged |
| NORTHERN TRUST CORP 0.02% of their portfolio | 793.6k $166.1m | Added +120.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 747.6k $156.5m | Added +102.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.67% of their portfolio | 743.8k $155.7m | Added +1.0k |
| Fisher Asset Management, LLC 0.06% of their portfolio | 663.9k $138.9m | Added +4.9k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 643.2k $134.6m | Added +48.5k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 640.7k $134.1m | Added +73.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 640.2k $134.0m | Added +9.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.23% of their portfolio | 529.4k $110.8m | Added +29.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 523.1k $109.5m | Added +58.6k |
| Legal & General Group Plc 0.03% of their portfolio | 487.3k $102.0m | Reduced -11.8k |
| SNYDER CAPITAL MANAGEMENT L P 2.10% of their portfolio | 480.2k $100.5m | Added +52.3k |
| CCLA Investment Management 1.58% of their portfolio | 477.2k $99.9m | Added +43.8k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 463.4k $97.0m | Added +77.3k |
| UBS Group AG 0.02% of their portfolio | 420.8k $88.1m | Added +146.9k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 415.7k $87.0m | Added +334.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 410.5k $85.9m | Reduced -124.2k |
| Allianz Asset Management GmbH 0.12% of their portfolio | 406.6k $85.1m | Added +232.3k |
| GW&K Investment Management, LLC 0.67% of their portfolio | 374.6k $78.4m | Added +2.7k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 373.1k $78.1m | Reduced -15.9k |
| Fundsmith LLP 0.32% of their portfolio | 362.5k $75.9m | Unchanged |
| MARSHALL WACE, LLP 0.09% of their portfolio | 358.2k $75.0m | Reduced -61.9k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.32% of their portfolio | 354.3k $74.1m | Reduced -1.9k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.06% of their portfolio | 335.9k $70.3m | Unchanged |
| Clearbridge Investments, LLC 0.06% of their portfolio | 335.1k $70.1m | Added +18 |
| WEITZ INVESTMENT MANAGEMENT, INC. 3.57% of their portfolio | 330.5k $69.2m | Added +47.9k |
| TWO SIGMA ADVISERS, LP 0.15% of their portfolio | 316.8k $66.3m | Reduced -96.5k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.26% of their portfolio | 312.6k $65.4m | Reduced -309 |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 305.2k $63.9m | Added +62.9k |
| Premier Fund Managers Ltd 2.23% of their portfolio | 300.0k $62.6m | Unchanged |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 283.3k $59.3m | Reduced -11.2k |
| Robeco Schweiz AG 1.27% of their portfolio | 283.1k $59.2m | Reduced -54.1k |
| Findlay Park Partners LLP 0.59% of their portfolio | 282.7k $59.2m | Added +161.3k |
| AXA S.A. 0.17% of their portfolio | 269.6k $56.4m | Added +57.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 263.2k $55.1m | Reduced -327.9k |
| BAMCO INC /NY/ 0.14% of their portfolio | 262.0k $54.8m | Reduced -15.0k |
| Corient Private Wealth LP 0.09% of their portfolio | 256.8k $53.7m | Added +180.6k |
| Baird Financial Group, Inc. 0.10% of their portfolio | 256.2k $53.6m | Reduced -41.3k |
| JOHNSON INVESTMENT COUNSEL INC 0.52% of their portfolio | 254.8k $53.3m | Added +163.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 250.3k $52.3m | Reduced -42.8k |
| Maren Capital LLC 3.97% of their portfolio | 248.1k $51.9m | Reduced -46.6k |
| BROWN ADVISORY INC 0.07% of their portfolio | 247.9k $51.9m | Reduced -57.4k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3.59% of their portfolio | 244.2k $51.1m | Reduced -250 |
| Boston Trust Walden Corp 0.34% of their portfolio | 232.0k $48.6m | Added +8.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 225.3k $47.1m | Reduced -21.1k |
| Swiss National Bank 0.03% of their portfolio | 213.9k $44.8m | Reduced -10.7k |
| GABELLI FUNDS LLC 0.32% of their portfolio | 201.3k $42.1m | Reduced -10.1k |
| Capital World Investors 0.01% of their portfolio | 200.0k $41.9m | Unchanged |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 198.3k $41.5m | Reduced -173.7k |
| Evelyn Partners Investment Management LLP 1.33% of their portfolio | 196.3k $41.1m | First filing |
| California Public Employees Retirement System 0.03% of their portfolio | 194.5k $40.7m | Reduced -30.9k |
| Port Capital LLC 1.85% of their portfolio | 194.1k $40.6m | Added +3.5k |
| CIBC Private Wealth Group LLC 0.07% of their portfolio | 181.3k $37.9m | Reduced -4.4k |
| GAMCO INVESTORS, INC. ET AL 0.39% of their portfolio | 178.0k $37.2m | Reduced -1.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 175.7k $36.8m | Reduced -15.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 172.1k $36.0m | Added +4.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 169.0k $35.4m | First filing |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 162.2k $33.9m | Reduced -4.0k |
| FIL Ltd 0.03% of their portfolio | 162.1k $33.9m | Added +29.7k |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 162.0k $33.9m | Reduced -172.4k |
| TD Asset Management Inc 0.03% of their portfolio | 158.8k $33.2m | Reduced -1.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 153.2k $32.1m | Reduced -130.2k |
| AE Wealth Management LLC 0.26% of their portfolio | 145.8k $30.5m | Added +4.1k |
| DEPRINCE RACE & ZOLLO INC 0.60% of their portfolio | 145.5k $30.5m | New |
| DF DENT & CO INC 0.38% of their portfolio | 143.6k $30.0m | Reduced -4.5k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 137.6k $28.8m | Reduced -207 |
| Ceredex Value Advisors LLC 0.56% of their portfolio | 133.2k $27.9m | Reduced -303.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 131.6k $27.6m | Added +7.8k |
| Freestone Grove Partners LP 0.34% of their portfolio | 131.6k $27.5m | First filing |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 130.7k $27.3m | Reduced -10.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 125.1k $26.2m | Reduced -6.9k |
| National Pension Service 0.02% of their portfolio | 120.3k $25.2m | Reduced -5.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 115.6k $23.9m | Unchanged |
| DekaBank Deutsche Girozentrale 0.04% of their portfolio | 113.0k $23.5m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 111.8k $23.4m | Reduced -13.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% of their portfolio | 110.8k $23.2m | First filing |
| GENEVA CAPITAL MANAGEMENT LLC 0.40% of their portfolio | 109.6k $22.9m | Reduced -13.4k |
| NUANCE INVESTMENTS, LLC 0.92% of their portfolio | 109.3k $22.9m | Reduced -29.6k |
| Rockefeller Capital Management L.P. 0.06% of their portfolio | 109.0k $22.8m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 106.8k $22.4m | Reduced -143.7k |
| COMERICA BANK 0.09% of their portfolio | 106.2k $22.2m | Reduced -2.5k |