IDEX Corporation — Institutional Ownership
Which tracked institutions hold IEX, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
42
Funds holding
$4080117408
Total value held
Buying
27 added/new · 14 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1301392952 | 5734272 | +58080 | +1.02% |
| 2 | State Street Corp | $752882341 | 3317393 | +111997 | +3.49% |
| 3 | Morgan Stanley | $639878493 | 2819465 | -279664 | -9.02% |
| 4 | Invesco Ltd. | $340543697 | 1500523 | +1500523 | NEW BUY |
| 5 | Ubs Group Ag | $190056553 | 837438 | +837438 | NEW BUY |
| 6 | Northern Trust Corp | $173302425 | 763615 | +7724 | +1.02% |
| 7 | Jpmorgan Chase & Co | $107613462 | 473055 | +9530 | +2.06% |
| 8 | Goldman Sachs Group Inc | $84590618 | 372728 | +57167 | +18.12% |
| 9 | Bank Of America Corp /De/ | $80585992 | 355083 | -739018 | -67.55% |
| 10 | Bank Of New York Mellon Corp | $79438353 | 350026 | -56460 | -13.89% |
| 11 | Barclays Plc | $63752524 | 280910 | -64540 | -18.68% |
| 12 | Principal Financial Group Inc | $35803404 | 157759 | +69444 | +78.63% |
| 13 | Royal Bank Of Canada | $24900000 | 109714 | +20050 | +22.36% |
| 14 | Citigroup Inc | $24137948 | 106358 | -15170 | -12.48% |
| 15 | Adams Diversified Equity Fund, Inc. | $22695000 | 100000 | +100000 | NEW BUY |
| 16 | Federated Hermes, Inc. | $22208647 | 97857 | +97857 | NEW BUY |
| 17 | Sei Investments Co | $20176639 | 88910 | -8375 | -8.61% |
| 18 | Ameriprise Financial Inc | $18615610 | 82025 | +82025 | NEW BUY |
| 19 | Janus Henderson Group Plc | $15438585 | 81444 | +81444 | NEW BUY |
| 20 | Bank Of Montreal /Can/ | $14463750 | 63731 | +18072 | +39.58% |
| 21 | Prudential Financial Inc | $12567583 | 55376 | +18310 | +49.40% |
| 22 | Jefferies Financial Group Inc. | $9898652 | 43616 | +43616 | NEW BUY |
| 23 | Pnc Financial Services Group, Inc. | $6551821 | 28869 | -20 | -0.07% |
| 24 | Wells Fargo & Company/Mn | $5823965 | 25662 | -12061 | -31.97% |
| 25 | Franklin Resources Inc | $5733669 | 25264 | +19043 | +306.11% |
| 26 | Toronto Dominion Bank | $5215538 | 22981 | -36 | -0.16% |
| 27 | Truist Financial Corp | $4306197 | 18974 | -824 | -4.16% |
| 28 | Fifth Third Bancorp | $3340502 | 14719 | -1130 | -7.13% |
| 29 | Allstate Corp | $2204819 | 9715 | +5421 | +126.25% |
| 30 | Nomura Holdings Inc | $2198464 | 9687 | +3975 | +69.59% |
| 31 | M&T Bank Corp | $2110212 | 9299 | -1383 | -12.95% |
| 32 | Ing Groep Nv | $2065245 | 9100 | +9100 | NEW BUY |
| 33 | Bank Of Nova Scotia | $1769529 | 7797 | -2631 | -25.23% |
| 34 | Us Bancorp \De\ | $1385076 | 6103 | +1515 | +33.02% |
| 35 | Banco Bilbao Vizcaya Argentaria, S.A. | $1243362 | 5482 | +1107 | +25.30% |
| 36 | Raymond James Financial Inc | $797134 | 3512 | -7799 | -68.95% |
| 37 | Stifel Financial Corp | $274548 | 1209 | +1209 | NEW BUY |
| 38 | Cullen/Frost Bankers, Inc. | $110979 | 489 | +489 | NEW BUY |
| 39 | City Holding Co | $15886 | 70 | — | Held |
| 40 | First Horizon Corp | $12028 | 53 | +53 | NEW BUY |
| 41 | Zions Bancorporation, National Association /Ut/ | $11348 | 50 | +50 | NEW BUY |
| 42 | Amalgamated Financial Corp. | $3858 | 20124 | +20124 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.