IEX Institutional Ownership
IDEX Corporation
1W: -1.2%
1M: +0.7%
3M: +3.2%
YTD: +30.8%
1Y: +39.1%
3Y: +23.1%
5Y: +15.6%
$233.21
+2.15 (+0.93%)
After Hours: $233.05 (-0.16, -0.07%)
Weekly Expected Move ±2.7%
$217
$223
$229
$235
$241
Credit Risk of going bust: lower than 91% of companies Debt: 10.0% of company value Bonds: $26.6M held by 87 funds, 62 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.32 (down 99.4%), IDEX Corporation would be worth roughly what it owes.
Total debt $1.89B against a stock market value of $17.03B.
Distance to default 14.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $929.6M (short-term plus half of long-term), stock volatility 22.1%; Altman Z 5.52. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.32 (down 99.4%), IDEX Corporation would be worth roughly what it owes.
Total debt $1.89B against a stock market value of $17.03B.
Distance to default 14.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $929.6M (short-term plus half of long-term), stock volatility 22.1%; Altman Z 5.52. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — IEX
760
Institutional Holders
+31 vs prior quarter
0.0%
Ownership
+0.00pp
$17B
Total Invested
94
New Positions
254
Increased
277
Reduced
69
Closed
0.71
Put/Call Ratio
Ownership Trends
Top Institutional Holders (813 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,734,272 | $1.3B | +58,080 | +1.0% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 4,844,404 | $1.1B | -10,292 | -0.2% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,734,233 | $863M | -34,463 | -0.9% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 3,317,393 | $767M | +111,997 | +3.5% | 46Q | SEC ↗ |
| 5 | PRIMECAP MANAGEMENT CO/CA | 3,300,072 | $763M | -2,865 | -0.1% | 15Q | SEC ↗ |
| 6 | MORGAN STANLEY | 2,819,465 | $651M | -279,664 | -9.0% | 60Q | SEC ↗ |
| 7 | MILLENNIUM MANAGEMENT LLC | 2,369,834 | $548M | +373,890 | +18.7% | 36Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2,097,826 | $485M | +7,042 | +0.3% | 92Q | SEC ↗ |
| 9 | NORDEA INVESTMENT MANAGEMENT AB | 1,842,144 | $426M | -31,320 | -1.7% | 37Q | SEC ↗ |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 1,526,370 | $353M | +14,354 | +0.9% | 45Q | SEC ↗ |
| 11 | Invesco Ltd. | 1,500,523 | $347M | -125,948 | -7.7% | 79Q | SEC ↗ |
| 12 | Amundi | 1,458,979 | $337M | +239,579 | +19.6% | 21Q | SEC ↗ |
| 13 | Pictet Asset Management Holding SA | 1,258,476 | $291M | +606,547 | +93.0% | 12Q | SEC ↗ |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1,139,217 | $263M | -599,314 | -34.5% | 68Q | SEC ↗ |
| 15 | Alyeska Investment Group, L.P. | 1,042,703 | $241M | +525,048 | +101.4% | 2Q | SEC ↗ |
| 16 | Impax Asset Management Group plc | 962,000 | $222M | +14,054 | +1.5% | 32Q | SEC ↗ |
| 17 | NORGES BANK NEW | 916,538 | $212M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Point72 Asset Management, L.P. | 905,936 | $209M | +75,080 | +9.0% | 4Q | SEC ↗ |
| 19 | DIMENSIONAL FUND ADVISORS LP | 849,649 | $196M | +34,120 | +4.2% | 101Q | SEC ↗ |
| 20 | Balyasny Asset Management L.P. | 846,581 | $196M | +30,444 | +3.7% | 4Q | SEC ↗ |
| 21 | UBS Group AG | 825,098 | $191M | +183,398 | +28.6% | 47Q | SEC ↗ |
| 22 | Fenimore Asset Management Inc | 799,639 | $185M | +1,533 | +0.2% | 12Q | SEC ↗ |
| 23 | UBS AM, a distinct business unit of UB | 767,472 | $177M | +43,883 | +6.1% | 63Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 763,615 | $176M | +7,724 | +1.0% | 110Q | SEC ↗ |
| 25 | Fisher Asset Management, LLC | 748,815 | $173M | +40,658 | +5.7% | 16Q | SEC ↗ |
| 26 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 717,081 | $166M | +17,293 | +2.5% | 7Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 706,368 | $163M | -102,283 | -12.6% | 9Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 683,662 | $158M | -2,271 | -0.3% | 15Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 683,662 | $158M | — | +0.0% | 1Q | SEC ↗ |
| 30 | FLOSSBACH VON STORCH SE | 646,867 | $149M | -93,452 | -12.6% | 6Q | SEC ↗ |
| 31 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 604,718 | $140M | +47,357 | +8.5% | 9Q | SEC ↗ |
| 32 | WESTFIELD CAPITAL MANAGEMENT CO LP | 513,564 | $119M | +87,545 | +20.5% | 26Q | SEC ↗ |
| 33 | TWO SIGMA INVESTMENTS, LP | 491,153 | $113M | -6,519 | -1.3% | 14Q | SEC ↗ |
| 34 | FIRST TRUST ADVISORS LP | 491,135 | $113M | -181,694 | -27.0% | 64Q | SEC ↗ |
| 35 | Freestone Grove Partners LP | 451,742 | $104M | +234,466 | +107.9% | 2Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 450,855 | $104M | -12,670 | -2.7% | 56Q | SEC ↗ |
| 37 | Legal & General Group Plc | 444,906 | $103M | -26,131 | -5.5% | 27Q | SEC ↗ |
| 38 | SNYDER CAPITAL MANAGEMENT L P | 440,952 | $102M | -12,333 | -2.7% | 74Q | SEC ↗ |
| 39 | DEUTSCHE BANK AG | 426,901 | $99M | -4,983 | -1.2% | 52Q | SEC ↗ |
| 40 | Thrivent Financial for Lutherans | 418,333 | $97M | +122,992 | +41.6% | 25Q | SEC ↗ |
| 41 | VANGUARD FIDUCIARY TRUST CO | 415,505 | $96M | -5,787 | -1.4% | 2Q | SEC ↗ |
| 42 | JANE STREET GROUP, LLC | 411,838 | $95M | -753,681 | -64.7% | 3Q | SEC ↗ |
| 43 | HSBC HOLDINGS PLC | 403,063 | $93M | +105,902 | +35.6% | 46Q | SEC ↗ |
| 44 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 393,913 | $91M | +327,127 | +489.8% | 6Q | SEC ↗ |
| 45 | Boston Trust Walden Corp | 390,195 | $90M | -62,519 | -13.8% | 16Q | SEC ↗ |
| 46 | Alecta Tjanstepension Omsesidigt | 379,500 | $88M | -199,500 | -34.5% | 12Q | SEC ↗ |
| 47 | GOLDMAN SACHS GROUP INC | 372,728 | $86M | +57,167 | +18.1% | 15Q | SEC ↗ |
| 48 | BANK OF AMERICA CORP /DE | 355,083 | $82M | -739,018 | -67.5% | 15Q | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 350,026 | $81M | -56,460 | -13.9% | 76Q | SEC ↗ |
| 50 | Robeco Schweiz AG | 322,045 | $74M | -57,026 | -15.0% | 76Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 916,538 | $212M |
| Sixth Street Partners Management Co | 683,662 | $158M |
| Evelyn Partners Group Ltd | 250,896 | $58M |
| Erste Asset Management GmbH | 150,090 | $35M |
| Jupiter Topco LLC | 140,510 | $32M |
| T. Rowe Price Investment Management | 100,834 | $23M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 100,000 | $23M |
| Aureus Asset Management, LLC | 90,224 | $21M |
| Shellback Capital, LP | 86,055 | $20M |
| PICTON MAHONEY ASSET MANAGEMENT | 68,194 | $16M |
| Jain Global LLC | 64,090 | $15M |
| Dakota Wealth Management | 41,407 | $10M |
| DARK FOREST CAPITAL MANAGEMENT LP | 36,200 | $8M |
| Nykredit A/S | 35,552 | $8M |
| Andra AP-fonden | 31,700 | $7M |
| Taproot Management LP | 28,398 | $7M |
| Curated Wealth Partners LLC | 23,883 | $6M |
| Values First Advisors, Inc. | 22,460 | $5M |
| Kingsview Wealth Management, LLC | 17,402 | $4M |
| Oxbow Advisors, LLC | 16,911 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Dodge & Cox | 1,262,550 | $292M |
| VAN ECK ASSOCIATES CORP | 936,800 | $216M |
| STATE FARM MUTUAL AUTOMOBILE INSURA | 326,330 | $75M |
| Maren Capital LLC | 214,994 | $50M |
| Regents Gate Capital LLP | 130,389 | $30M |
| ExodusPoint Capital Management, LP | 108,973 | $25M |
| J. Goldman & Co LP | 87,835 | $20M |
| Distillate Capital Partners LLC | 67,359 | $16M |
| Medina Value Partners, LLC | 63,251 | $15M |
| Holocene Advisors, LP | 54,857 | $13M |
| HALLSTATT ADVISORS L.P. | 46,411 | $11M |
| Sienna Gestion | 45,053 | $10M |
| SAWGRASS ASSET MANAGEMENT LLC | 38,503 | $9M |
| Clarkston Capital Partners, LLC | 36,260 | $8M |
| Tredje AP-fonden | 34,175 | $8M |
| Campbell & CO Investment Adviser LL | 29,757 | $7M |
| ICICI Prudential Asset Management C | 28,741 | $7M |
| Aquatic Capital Management LLC | 28,492 | $7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 28,162 | $7M |
| Lombard Odier Asset Management (Eur | 21,634 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pictet Asset Management Holding SA | +606,547 | +93.0% | 1,258,476 |
| Alyeska Investment Group, L.P. | +525,048 | +101.4% | 1,042,703 |
| MILLENNIUM MANAGEMENT LLC | +373,890 | +18.7% | 2,369,834 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +327,127 | +489.8% | 393,913 |
| Amundi | +239,579 | +19.6% | 1,458,979 |
| Freestone Grove Partners LP | +234,466 | +107.9% | 451,742 |
| UBS Group AG | +183,398 | +28.6% | 825,098 |
| FMR LLC | +130,591 | +68.9% | 320,087 |
| Caisse de depot et placement du Que | +127,160 | +11293.1% | 128,286 |
| Thrivent Financial for Lutherans | +122,992 | +41.6% | 418,333 |
| SEGALL BRYANT & HAMILL, LLC | +119,771 | +10245.6% | 120,940 |
| SG Americas Securities, LLC | +115,602 | +340.7% | 149,530 |
| STATE STREET CORP | +111,997 | +3.5% | 3,317,393 |
| HSBC HOLDINGS PLC | +105,902 | +35.6% | 403,063 |
| RENAISSANCE TECHNOLOGIES LLC | +100,800 | +119.3% | 185,325 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | +100,063 | +5714.6% | 101,814 |
| Quantinno Capital Management LP | +99,635 | +87.0% | 214,115 |
| FEDERATED HERMES, INC. | +97,543 | +31064.6% | 97,857 |
| KING LUTHER CAPITAL MANAGEMENT CORP | +97,327 | +56.6% | 269,150 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | +87,545 | +20.5% | 513,564 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -753,681 | -64.7% | 411,838 |
| BANK OF AMERICA CORP /DE | -739,018 | -67.5% | 355,083 |
| WELLINGTON MANAGEMENT GROUP LLP | -599,314 | -34.5% | 1,139,217 |
| Champlain Investment Partners, LLC | -461,735 | -72.1% | 178,539 |
| MORGAN STANLEY | -279,664 | -9.0% | 2,819,465 |
| Alecta Tjanstepension Omsesidigt | -199,500 | -34.5% | 379,500 |
| Interval Partners, LP | -187,792 | -80.5% | 45,390 |
| FIRST TRUST ADVISORS LP | -181,694 | -27.0% | 491,135 |
| BLI - Banque de Luxembourg Investme | -141,320 | -74.8% | 47,580 |
| Invesco Ltd. | -125,948 | -7.7% | 1,500,523 |
| Schonfeld Strategic Advisors LLC | -123,928 | -29.8% | 291,627 |
| Assenagon Asset Management S.A. | -110,018 | -81.9% | 24,281 |
| CITADEL ADVISORS LLC | -102,283 | -12.6% | 706,368 |
| Sone Capital Management, LLC | -97,503 | -47.8% | 106,321 |
| FLOSSBACH VON STORCH SE | -93,452 | -12.6% | 646,867 |
| Premier Fund Managers Ltd | -64,796 | -51.2% | 61,851 |
| BARCLAYS PLC | -64,540 | -18.7% | 280,910 |
| Boston Trust Walden Corp | -62,519 | -13.8% | 390,195 |
| Robeco Schweiz AG | -57,026 | -15.0% | 322,045 |
| Bank of New York Mellon Corp | -56,460 | -13.9% | 350,026 |