Who owns IEX
Institutions that file 13Fs hold 100% of the shares
Shares they hold, quarter on quarter
+0.1%
91 new, 239 added, 192 cut, 81 sold out
Top 10 holders
42%
of the shares institutions hold
A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
Institutional owners
The 25 biggest holders
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 5.73M | $1.3B | 7.81% | Added +1.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.84M | $1.1B | 6.60% | Held |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.73M | $847.5M | 5.08% | Reduced -0.9% |
| STATE STREET CORP | 3.32M | $752.9M | 4.52% | Added +3.5% |
| PRIMECAP MANAGEMENT CO/CA/ | 3.30M | $749.0M | 4.49% | Held |
| MORGAN STANLEY | 2.82M | $639.9M | 3.84% | Reduced -9.0% |
| MILLENNIUM MANAGEMENT LLC | 2.37M | $537.8M | 3.23% | Added +18.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.10M | $474.3M | 2.86% | Held |
| NORDEA INVESTMENT MANAGEMENT AB | 1.84M | $419.0M | 2.51% | Reduced -1.7% |
| VICTORY CAPITAL MANAGEMENT INC | 1.53M | $346.4M | 2.08% | Added +0.9% |
| Invesco Ltd. | 1.50M | $340.5M | 2.04% | Reduced -7.7% |
| Amundi | 1.46M | $331.0M | 1.99% | Added +19.6% |
| Pictet Asset Management Holding SA | 1.26M | $285.6M | 1.71% | Added +93.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 1.14M | $258.5M | 1.55% | Reduced -34.5% |
| Alyeska Investment Group, L.P. | 1.04M | $236.6M | 1.42% | Added +101.4% |
| Impax Asset Management Group plc | 962K | $218.3M | 1.31% | Added +1.5% |
| NORGES BANK | 917K | $208.0M | 1.25% | New |
| Point72 Asset Management, L.P. | 906K | $205.6M | 1.23% | Added +9.0% |
| DIMENSIONAL FUND ADVISORS LP | 850K | $192.8M | 1.16% | Added +4.2% |
| Balyasny Asset Management L.P. | 847K | $192.1M | 1.15% | Added +3.7% |
| UBS Group AG | 825K | $187.3M | 1.12% | Added +28.6% |
| Fenimore Asset Management Inc | 800K | $181.5M | 1.09% | Held |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 767K | $174.2M | 1.04% | Added +6.1% |
| NORTHERN TRUST CORP | 764K | $173.3M | 1.04% | Added +1.0% |
| Fisher Asset Management, LLC | 749K | $169.9M | 1.02% | Added +5.7% |
Show the other 15 holders
This quarter
Who bought and who sold the most shares
Bought the most shares
- NORGES BANK +917K, new
- Pictet Asset Management Holding SA +607K
- Alyeska Investment Group, L.P. +525K
- MILLENNIUM MANAGEMENT LLC +374K
- ADAGE CAPITAL PARTNERS GP, L.L.C. +327K
- Evelyn Partners Group Ltd +251K, new
- Amundi +240K
- Freestone Grove Partners LP +234K
- UBS Group AG +183K
- Erste Asset Management GmbH +150K, new
Sold the most shares
- VAN ECK ASSOCIATES CORP -937K, sold out
- JANE STREET GROUP, LLC -754K
- BANK OF AMERICA CORP /DE/ -739K
- WELLINGTON MANAGEMENT GROUP LLP -599K
- Champlain Investment Partners, LLC -462K
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO -326K, sold out
- MORGAN STANLEY -280K
- Evelyn Partners Investment Management LLP -205K, sold out
- Alecta Tjanstepension Omsesidigt -200K
- Interval Partners, LP -188K
Superinvestors
Superinvestors holding IEX
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Wally Weitz Weitz Investment Management | Jun 30, 2026 | 252K | $57.3M | 4.24% | Reduced -4.5% |
More than 5%
13D filings: owners who may push for change
No Schedule 13D about IEX in the last year.