IDEX
IEX · NYSE
Who owns IEX
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 38.4% of IEX’s shares.
- Vanguard Capital Management, LLC6.6%
- BlackRock Institutional Trust Company, N.A.5.2%
- Vanguard Portfolio Management, LLC5.1%
- State Street Investment Management (US)4.5%
- Next 6 largest institutions17.1%
- All other shareholders61.6%
| Holder | Shares | % of shares |
|---|---|---|
| Vanguard Capital Management, LLC | 4.84M | 6.57% |
| BlackRock Institutional Trust Company, N.A. | 3.84M | 5.21% |
| Vanguard Portfolio Management, LLC | 3.73M | 5.07% |
| State Street Investment Management (US) | 3.32M | 4.50% |
| PRIMECAP Management Company | 3.30M | 4.48% |
| Millennium Management LLC | 2.37M | 3.21% |
| Geode Capital Management, L.L.C. | 2.10M | 2.85% |
| Nordea Funds Oy | 1.84M | 2.50% |
| Victory Capital Management Inc. | 1.53M | 2.07% |
| Amundi Asset Management, SAS | 1.44M | 1.96% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Vanguard Total Stock Market Index Fund | 2.36M | 3.20% |
| Vanguard 500 Index Fund | 1.94M | 2.64% |
| Vanguard Small-Cap Index Fund | 1.70M | 2.31% |
| Vanguard PRIMECAP Fund | 1.43M | 1.94% |
| Victory Sycamore Established Value Fund | 1.08M | 1.47% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $3.40M (3 trades) of IEX on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Tereso Tara M. | Tax withholding | 290 | $64.62K |
| Simmons William L. | Tax withholding | 218 | $48.58K |
| Tereso Tara M. | Tax withholding | 138 | $30.56K |
| Lausas Allison S | Tax withholding | 645 | $148.53K |
| Anderson Lisa M | Option exercise | 385 | — |
| Anderson Lisa M | Sale | 385 | $91.86K |
| Anderson Lisa M | Option exercise | 385 | $35.91K |
| ASHLEMAN ERIC D | Option exercise | 15.38K | — |
| ASHLEMAN ERIC D | Sale | 4.92K | $1.06M |
| ASHLEMAN ERIC D | Sale | 10.47K | $2.25M |
Congressional trades
Disclosed by members of Congress over the last 12 months
| Member | Type | Amount | Traded |
|---|---|---|---|
| Lisa McClainHouse | Sale | $1K–$15K | Oct 31, 2025 |
| Lisa McClainHouse | Sale | $1K–$15K | Oct 30, 2025 |
Short interest
Settled Sep 30, 2026
- Shares short
- 2.52M
- Days to cover
- 3.75
- % of shares outstanding
- 3.42%
- Average daily volume
- 672.01K
- Change since last report
- +20.3%
Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.