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 ($30.2m this quarter). Holder counts are more reliable. Shares outstanding: 74.0m as of 2026-04-24, 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 ≈ $189.30. Options: 6 managers hold calls ($14.4m notional), 5 hold puts ($12.1m).
Trends to Q1 2026
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 |
| Q1 2025 | 642 |
| Q2 2025 | 641 |
| Q3 2025 | 635 |
| Q4 2025 | 631 |
| Q1 2026 | 678 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 311 | 258 |
| Q3 2024 | 272 | 312 |
| Q4 2024 | 258 | 276 |
| Q1 2025 | 293 | 292 |
| Q2 2025 | 332 | 283 |
| Q3 2025 | 284 | 326 |
| Q4 2025 | 264 | 308 |
| Q1 2026 | 329 | 266 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $3.6m | $2.8m | 0.79 |
| Q3 2025 | $4.5m | $1.5m | 0.33 |
| Q4 2025 | $20.5m | $1.9m | 0.09 |
| Q1 2026 | $14.4m | $12.1m | 0.84 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +1.5m |
| JANE STREET GROUP, LLC | Added | +1.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +932.2k |
| BANK OF AMERICA CORP /DE/ | Added | +746.7k |
| Point72 Asset Management, L.P. | Added | +673.7k |
| Alyeska Investment Group, L.P. | New | +517.7k |
| Thrivent Financial for Lutherans | Added | +286.8k |
| CITADEL ADVISORS LLC | Added | +253.8k |
| Pictet Asset Management Holding SA | Added | +240.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +240.7k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.0m |
| Dodge & Cox | Sold out | -1.3m |
| VAN ECK ASSOCIATES CORP | Reduced | -1.0m |
| Impax Asset Management Group plc | Reduced | -760.9k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -381.7k |
| Amundi | Reduced | -268.3k |
| UBS Group AG | Reduced | -252.7k |
| Maren Capital LLC | Sold out | -215.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -206.7k |
| FIRST TRUST ADVISORS LP | Reduced | -204.1k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | New | $5.7m30.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.8m14.7k shares |
| UBS Group AG | Unchanged | $2.3m12.3k shares |
| CITADEL ADVISORS LLC | Added | $2.2m11.5k shares |
| JANE STREET GROUP, LLC | New | $947.8k5.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $417.0k2.2k shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | New | $7.6m40.0k shares |
| CITADEL ADVISORS LLC | Added | $2.3m11.9k shares |
| JANE STREET GROUP, LLC | Added | $1.5m8.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $720.3k3.8k shares |
| SIMPLEX TRADING, LLC | New | $19.0k100 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 Q1 2026
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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $45.2k | — |
| Q3 2025 | 1 | $399.0k | 0 | — | — |
| Q4 2025 | 1 | $101.6k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 5.7m $1.1bn | Reduced -9.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 4.9m $920.2m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 3.8m $714.4m | First filing |
| PRIMECAP MANAGEMENT CO/CA/ 0.49% of their portfolio | 3.3m $626.1m | Added +76.2k |
| STATE STREET CORP 0.02% of their portfolio | 3.2m $607.6m | Added +33.0k |
| MORGAN STANLEY 0.04% of their portfolio | 3.1m $587.4m | Reduced -167.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.1m $394.9m | Added +55.8k |
| MILLENNIUM MANAGEMENT LLC 0.28% of their portfolio | 2.0m $378.3m | Added +932.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.33% of their portfolio | 1.9m $349.0m | Reduced -381.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 1.7m $329.5m | Reduced -4.0m |
| Invesco Ltd. 0.03% of their portfolio | 1.6m $308.3m | Reduced -65.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.18% of their portfolio | 1.5m $286.6m | Added +1.5m |
| Amundi 0.06% of their portfolio | 1.2m $231.2m | Reduced -268.3k |
| JANE STREET GROUP, LLC 0.24% of their portfolio | 1.2m $220.9m | Added +1.2m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.1m $207.4m | Added +746.7k |
| Impax Asset Management Group plc 1.25% of their portfolio | 947.9k $179.7m | Reduced -760.9k |
| VAN ECK ASSOCIATES CORP 0.13% of their portfolio | 936.8k $177.6m | Reduced -1.0m |
| Point72 Asset Management, L.P. 0.27% of their portfolio | 830.9k $157.5m | Added +673.7k |
| Balyasny Asset Management L.P. 0.30% of their portfolio | 816.1k $154.7m | Added +96.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 815.5k $154.6m | Added +31.2k |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 808.7k $153.3m | Added +253.8k |
| Fenimore Asset Management Inc 3.37% of their portfolio | 798.1k $151.3m | Reduced -21.1k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 755.9k $143.3m | Added +7.5k |
| FLOSSBACH VON STORCH SE 0.65% of their portfolio | 740.3k $140.3m | Reduced -57.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 723.6k $137.2m | Added +16.6k |
| Fisher Asset Management, LLC 0.05% of their portfolio | 708.2k $134.2m | Added +52.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.07% of their portfolio | 699.8k $132.6m | Added +236.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 685.9k $130.0m | Added +18.8k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 672.8k $127.5m | Reduced -204.1k |
| Pictet Asset Management Holding SA 0.13% of their portfolio | 651.9k $123.6m | Added +240.9k |
| UBS Group AG 0.02% of their portfolio | 641.7k $121.6m | Reduced -252.7k |
| Champlain Investment Partners, LLC 1.54% of their portfolio | 640.3k $121.4m | Reduced -190.4k |
| Alecta Tjanstepension Omsesidigt 0.53% of their portfolio | 579.0k $109.7m | Reduced -110.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% of their portfolio | 557.4k $105.6m | Added +34.6k |
| Alyeska Investment Group, L.P. 0.28% of their portfolio | 517.7k $98.1m | New |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 497.7k $94.3m | Added +240.7k |
| Legal & General Group Plc 0.02% of their portfolio | 471.0k $89.3m | Reduced -12.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 463.5k $85.1m | Added +115.2k |
| SNYDER CAPITAL MANAGEMENT L P 1.67% of their portfolio | 453.3k $85.9m | Reduced -21.7k |
| Boston Trust Walden Corp 0.71% of their portfolio | 452.7k $85.8m | Reduced -10.0k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 431.9k $81.9m | Reduced -57.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.34% of their portfolio | 426.0k $80.8m | Added +24.0k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 421.3k $79.9m | First filing |
| Schonfeld Strategic Advisors LLC 0.64% of their portfolio | 415.6k $78.8m | Added +119.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 406.5k $77.0m | Reduced -81.6k |
| Robeco Schweiz AG 1.52% of their portfolio | 379.1k $71.9m | Reduced -33.6k |
| DEPRINCE RACE & ZOLLO INC 1.25% of their portfolio | 349.5k $66.2m | Reduced -9.7k |
| BARCLAYS PLC 0.02% of their portfolio | 345.4k $65.5m | Added +76.1k |
| Findlay Park Partners LLP 0.88% of their portfolio | 332.0k $62.9m | Reduced -38.4k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.05% of their portfolio | 326.3k $61.9m | Reduced -9.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 315.6k $59.8m | Reduced -178.8k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 297.2k $56.2m | Reduced -171.2k |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 295.3k $56.0m | Added +286.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 276.4k $50.7m | Reduced -731 |
| WEITZ INVESTMENT MANAGEMENT, INC. 3.50% of their portfolio | 264.3k $50.1m | Reduced -127.2k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 256.5k $47.9m | Reduced -1.4k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 254.9k $48.3m | Added +75.5k |
| JOHNSON INVESTMENT COUNSEL INC 0.37% of their portfolio | 243.7k $46.2m | Added +2.6k |
| Corient Private Wealth LP 0.06% of their portfolio | 235.3k $44.6m | Reduced -197.2k |
| Interval Partners, LP 1.52% of their portfolio | 233.2k $44.2m | Reduced -100.6k |
| Nuveen, LLC 0.01% of their portfolio | 221.0k $41.9m | Added +45.3k |
| Swiss National Bank 0.02% of their portfolio | 219.6k $41.6m | Added +13.7k |
| Freestone Grove Partners LP 0.30% of their portfolio | 217.3k $41.2m | New |
| Allianz Asset Management GmbH 0.05% of their portfolio | 209.8k $39.8m | Added +114.3k |
| Evelyn Partners Investment Management LLP 1.06% of their portfolio | 205.3k $38.9m | Added +19.9k |
| Sone Capital Management, LLC 3.24% of their portfolio | 203.8k $38.6m | New |
| Ensign Peak Advisors, Inc 0.07% of their portfolio | 200.6k $38.0m | Reduced -36.6k |
| FMR LLC 0.00% of their portfolio | 189.5k $35.9m | Added +97.1k |
| BLI - Banque de Luxembourg Investments 1.00% of their portfolio | 188.9k $33.3m | Unchanged |
| GABELLI FUNDS LLC 0.23% of their portfolio | 176.1k $33.4m | Reduced -5.0k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 174.5k $33.1m | Reduced -88.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.14% of their portfolio | 171.8k $32.6m | Reduced -13.2k |
| ASR Vermogensbeheer N.V. 0.38% of their portfolio | 171.7k $32.5m | Added +247 |
| BROWN ADVISORY INC 0.05% of their portfolio | 171.3k $32.5m | Reduced -33.1k |
| CIBC Bancorp USA Inc. 0.04% of their portfolio | 170.8k $32.4m | First filing |
| FIL Ltd 0.03% of their portfolio | 170.2k $32.3m | Reduced -53.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 168.2k $31.9m | Reduced -516 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 166.7k $31.6m | Added +6.2k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 163.4k $31.0m | First filing |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 163.1k $30.9m | Reduced -1.9k |
| MIROVA 1.24% of their portfolio | 160.7k $30.5m | Added +109.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 160.0k $30.3m | Reduced -9.1k |
| GAMCO INVESTORS, INC. ET AL 0.29% of their portfolio | 156.7k $29.7m | Reduced -14.1k |
| California Public Employees Retirement System 0.02% of their portfolio | 154.5k $29.3m | Reduced -11.1k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 153.4k $28.9m | Added +18.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% of their portfolio | 144.4k $27.4m | Reduced -9.1k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 134.3k $25.5m | Added +71.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 132.7k $25.1m | Added +39.3k |
| NICHOLAS COMPANY, INC. 0.49% of their portfolio | 132.6k $25.1m | Added +50 |
| Regents Gate Capital LLP 5.27% of their portfolio | 130.4k $24.7m | Added +48.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 130.3k $24.7m | Reduced -2.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% of their portfolio | 129.1k $24.5m | Added +15.7k |
| Premier Fund Managers Ltd 1.65% of their portfolio | 126.6k $23.3m | Reduced -51.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.02% of their portfolio | 122.6k $23.2m | First filing |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3.83% of their portfolio | 118.0k $22.4m | Reduced -2.4k |
| Quantinno Capital Management LP 0.04% of their portfolio | 114.5k $21.7m | Added +84.5k |
| DekaBank Deutsche Girozentrale 0.04% of their portfolio | 113.0k $21.8m | Unchanged |
| HARVEY INVESTMENT CO LLC 2.34% of their portfolio | 112.2k $21.3m | Added +2.0k |
| Port Capital LLC 0.93% of their portfolio | 110.7k $21.0m | Added +1.6k |
| ExodusPoint Capital Management, LP 0.21% of their portfolio | 109.0k $20.7m | New |