| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 8.3% | +23% | $1,192,526,802 | +$231,346,926 | 6,266,233 | +24% | Wellington Management Group LLP | 30 Jun 2025 |
As of 30 Sep 2025, 619 institutional investors reported holding 75,558,704 shares of IDEX CORP /DE/ - Common Stock (IEX). This represents 100% of the company’s total 75,496,783 outstanding shares.
The largest institutional shareholders of IDEX CORP /DE/ - Common Stock (IEX) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12% | 9,092,987 | -1.1% | 0.02% | $1,479,974,565 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.6% | 6,477,929 | +3.4% | 0.18% | $1,054,347,722 |
| BlackRock, Inc. | 7.5% | 5,680,781 | -1.8% | 0.02% | $924,603,880 |
| MORGAN STANLEY | 4.5% | 3,370,742 | +7.6% | 0.03% | $548,622,464 |
| STATE STREET CORP | 4.2% | 3,154,742 | +1.8% | 0.02% | $513,465,808 |
| NORDEA INVESTMENT MANAGEMENT AB | 3.1% | 2,364,312 | +194% | 0.33% | $382,049,177 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7% | 2,027,098 | +1.3% | 0.02% | $328,635,946 |
| Impax Asset Management Group plc | 2.6% | 1,960,819 | -0.29% | 1.9% | $319,142,859 |
| VAN ECK ASSOCIATES CORP | 2.5% | 1,913,157 | +8.3% | 0.29% | $311,385,000 |
| Invesco Ltd. | 2.4% | 1,809,788 | +16% | 0.05% | $294,561,094 |
| PRIMECAP MANAGEMENT CO/CA/ | 2.3% | 1,730,580 | +251% | 0.22% | $281,669,200 |
| Amundi | 2% | 1,517,903 | +19% | 0.08% | $248,750,960 |
| FIRST TRUST ADVISORS LP | 1.3% | 1,002,457 | +6.2% | 0.12% | $163,159,813 |
| Champlain Investment Partners, LLC | 1.2% | 941,927 | -6.4% | 1.2% | $153,308,039 |
| Fenimore Asset Management Inc | 1.2% | 874,679 | +0.23% | 2.9% | $142,362,775 |
| FLOSSBACH VON STORCH SE | 1% | 791,020 | +23% | 0.51% | $128,746,415 |
| NORTHERN TRUST CORP | 1% | 765,995 | -0.87% | 0.02% | $124,673,344 |
| Pictet Asset Management Holding SA | 0.98% | 739,327 | +12% | 0.12% | $120,330,707 |
| Fisher Asset Management, LLC | 0.96% | 724,802 | +2.5% | 0.04% | $117,968,804 |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 0.92% | 693,067 | -18% | 0.02% | $112,803,585 |
| Alecta Tjanstepension Omsesidigt | 0.91% | 689,900 | 0% | 0.5% | $112,246,730 |
| GOLDMAN SACHS GROUP INC | 0.91% | 685,276 | +40% | 0.02% | $111,535,477 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.87% | 658,989 | -0.32% | 0.02% | $107,257,050 |
| T. Rowe Price Investment Management, Inc. | 0.84% | 636,943 | -57% | 0.06% | $103,669,000 |
| DIMENSIONAL FUND ADVISORS LP | 0.82% | 620,175 | +2.9% | 0.02% | $100,934,805 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,437,766 | $433,985,298 | -$15,931,186 | $177.94 | 25 |
| 2025 Q3 | 75,558,704 | $12,287,117,714 | -$305,141,727 | $162.76 | 619 |
| 2025 Q2 | 77,119,421 | $13,546,233,266 | +$520,421,579 | $175.57 | 635 |
| 2025 Q1 | 74,086,233 | $13,401,305,993 | -$224,228,179 | $180.97 | 629 |
| 2024 Q4 | 74,666,951 | $15,625,722,796 | +$273,003,229 | $209.29 | 613 |
| 2024 Q3 | 73,123,356 | $15,661,246,490 | -$147,435,714 | $214.50 | 602 |
| 2024 Q2 | 73,747,564 | $14,828,960,838 | +$215,680,284 | $201.20 | 614 |
| 2024 Q1 | 72,150,945 | $17,579,360,089 | -$351,477,609 | $244.02 | 610 |
| 2023 Q4 | 126,489 | $27,462,026 | +$244,996 | $217.11 | 5 |
| 2023 Q3 | 73,029,311 | $15,185,041,851 | +$231,071,439 | $208.02 | 601 |
| 2023 Q2 | 71,046,574 | $15,296,721,904 | -$451,700,375 | $215.26 | 622 |
| 2023 Q1 | 73,360,441 | $16,937,295,179 | -$22,168,666 | $231.03 | 596 |
| 2022 Q4 | 71,732,876 | $16,381,721,400 | +$393,116,609 | $228.33 | 596 |
| 2022 Q3 | 73,355,982 | $14,666,988,088 | -$206,154,794 | $199.85 | 535 |
| 2022 Q2 | 71,172,295 | $12,921,116,585 | -$63,411,315 | $181.63 | 540 |
| 2022 Q1 | 73,760,866 | $14,150,948,951 | +$12,575,990 | $191.73 | 547 |
| 2021 Q4 | 72,480,201 | $17,120,220,851 | -$81,813,797 | $236.32 | 563 |
| 2021 Q3 | 72,773,112 | $15,068,069,568 | -$121,944,150 | $206.95 | 521 |
| 2021 Q2 | 74,484,347 | $16,388,359,355 | +$315,693,315 | $220.05 | 526 |
| 2021 Q1 | 73,681,476 | $15,424,094,153 | +$170,717,281 | $209.32 | 519 |
| 2020 Q4 | 71,576,207 | $14,254,651,566 | -$36,095,807 | $199.20 | 522 |
| 2020 Q3 | 73,322,974 | $13,370,667,866 | -$191,572,359 | $182.41 | 474 |
| 2020 Q2 | 73,136,041 | $11,557,383,684 | +$279,342,490 | $158.04 | 476 |
| 2020 Q1 | 71,719,922 | $9,907,962,499 | -$273,118,786 | $138.11 | 469 |
| 2019 Q4 | 73,690,481 | $12,674,675,052 | -$116,148,056 | $172.00 | 452 |
| 2019 Q3 | 74,461,420 | $12,201,511,726 | +$265,314,239 | $163.88 | 443 |
| 2019 Q2 | 73,087,127 | $12,575,571,530 | +$330,382,480 | $172.14 | 414 |
| 2019 Q1 | 72,163,003 | $10,950,246,727 | +$169,132,271 | $151.74 | 416 |
| 2018 Q4 | 71,117,263 | $8,979,082,567 | -$257,321,592 | $126.26 | 401 |
| 2018 Q3 | 72,806,814 | $10,967,863,163 | -$58,108,011 | $150.66 | 419 |
| 2018 Q2 | 73,538,858 | $10,035,524,745 | +$31,527,997 | $136.48 | 396 |
| 2018 Q1 | 71,727,130 | $10,221,580,258 | +$25,509,064 | $142.51 | 400 |
| 2017 Q4 | 73,892,926 | $9,751,493,837 | -$111,172,622 | $131.97 | 388 |
| 2017 Q3 | 74,608,486 | $9,065,983,252 | -$141,810,383 | $121.47 | 346 |
| 2017 Q2 | 74,830,541 | $8,450,032,556 | +$169,064,991 | $113.01 | 323 |
| 2017 Q1 | 74,430,101 | $6,959,783,708 | +$539,305,953 | $93.51 | 297 |
| 2016 Q4 | 74,667,245 | $6,725,417,292 | -$14,286,541 | $90.06 | 318 |
| 2016 Q3 | 74,805,791 | $6,994,092,091 | +$16,292,386 | $93.57 | 306 |
| 2016 Q2 | 74,883,350 | $6,149,485,914 | -$65,090,012 | $82.10 | 310 |
| 2016 Q1 | 75,385,231 | $6,237,095,935 | -$43,579,008 | $82.88 | 292 |
| 2015 Q4 | 76,233,394 | $5,839,997,591 | -$19,948,466 | $76.61 | 283 |
| 2015 Q3 | 76,540,969 | $5,457,201,173 | +$5,903,164 | $71.30 | 269 |
| 2015 Q2 | 76,139,567 | $5,980,909,369 | +$52,816,948 | $78.58 | 267 |
| 2015 Q1 | 75,646,531 | $5,734,107,953 | -$48,124,713 | $75.83 | 273 |
| 2014 Q4 | 77,013,326 | $5,993,358,307 | +$40,235,579 | $77.84 | 282 |
| 2014 Q3 | 77,242,576 | $5,590,256,647 | -$75,356,562 | $72.37 | 293 |
| 2014 Q2 | 78,273,795 | $6,319,729,972 | -$45,310,717 | $80.74 | 286 |
| 2014 Q1 | 78,904,953 | $5,750,554,884 | -$128,550,359 | $72.89 | 301 |