IEX Institutional Ownership
Top institutional (13F) holders of IEX and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
54
Institutional value
$9.93B
Top holder
BlackRock, Inc.
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 7.8% | Aug 7, 2026 | $1.3B |
| Vanguard Capital Managementinvestment advisor | 6.6% | Aug 13, 2026 | $1.1B |
| Vanguard Portfolio Managementinvestment advisor | 5.1% | Aug 13, 2026 | $847.48M |
| STATE STREET CORPORATIONholding company | 4.5% | Sep 22, 2026 | $752.88M |
| PRIMECAP MANAGEMENT CO/CA/investment advisor | 4.5% | Aug 14, 2026 | $748.95M |
| MORGAN STANLEYholding company | 3.8% | Aug 13, 2026 | $639.88M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 3.3% | Aug 14, 2026 | $554.86M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 2.9% | Nov 6, 2026 | $485.62M |
| Invesco Ltd.holding company | 2.0% | Aug 14, 2026 | $340.54M |
| WELLINGTON MANAGEMENT GROUP LLPinvestment advisor | 1.6% | Aug 14, 2026 | $258.55M |
| Norges Bankother | 1.2% | Aug 12, 2026 | $208.01M |
| Point72 Asset Management, L.P.investment advisor | 1.2% | Aug 14, 2026 | $205.6M |
| Dimensional Fund Advisors LPinvestment advisor | 1.2% | Nov 4, 2026 | $196.44M |
| BALYASNY ASSET MANAGEMENT L.P.investment advisor | 1.2% | Aug 14, 2026 | $192.13M |
| UBS Group AGbank | 1.1% | Aug 13, 2026 | $190.06M |
| NORTHERN TRUST CORPinvestment advisor | 1.0% | Aug 13, 2026 | $173.3M |
| CITADEL ADVISORS LLCinvestment advisor | 1.0% | Sep 1, 2026 | $170.11M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIPinvestment advisor | 1.0% | Aug 13, 2026 | $162.74M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.9% | Aug 14, 2026 | $155.16M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | 0.7% | Aug 14, 2026 | $111.47M |
| JPMORGAN CHASE & COholding company | 0.6% | Aug 12, 2026 | $102.6M |
| JANE STREET GROUP, LLCholding company | 0.6% | Aug 14, 2026 | $98.39M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 0.5% | Aug 14, 2026 | $84.59M |
| BANK OF AMERICA CORP /DE/holding company | 0.5% | Aug 14, 2026 | $80.59M |
| Bank of New York Mellon Corpholding company | 0.5% | Nov 5, 2026 | $77.36M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| Wellington Management Company LLPinvestment advisorwith Wellington Group Holdings LLP and 2 others | SC 13G/A | 8.0% | Aug 12, 2025 |
| Vanguard Capital Managementinvestment advisor | SC 13G | 7.5% | Apr 30, 2026 |
| Vanguard Portfolio Managementinvestment advisor | SC 13G | 5.1% | Apr 29, 2026 |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.