IEX

Idex CORP

+$442.7M

Net Activity

Institutions Holding

669

Popularity Rank

#781

Avg Weight

0.14%

Total Value

$14.2B

Ownership Trend

669 institutions currently hold IEX, with 329 net buyers and 266 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

266

Net Buying Institutions

329

Key Holders

View all 669 holding institutions

Quarterly Activity

Recent Activity

+$6.3B

Total Buy Value

$7.9B

Total Sell Value

New buy97
Trim207
Add232
Sold out59

329

Net Buyers

266

Net Sellers

Game Theory Scenarios

BullishSmart Money Convergence

IEX: Institutional Accumulation Signals Bullish Setup

Signal Basis

Q1 2026 data shows net institutional inflow of $442.7M, with 329 buyers vs 266 sellers, confirming persistent accumulation. Insider data is unavailable, but the institutional footprint alone supports a bullish bias.

Confirmation

Sustained net buying in the coming quarter would reinforce the institutional conviction.

Invalidation Risk

A reversal to net institutional selling would invalidate the bullish view.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Jun 25
BuySell
操作內部人交易日金額
買入Christenson Carl R2025-11-05$102K
買入Helmkamp Katrina L2025-08-07$399K
賣出Mahendra Akhil2025-06-05$45K

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding IDEX CORP (IEX)?
Major stakeholders currently include BlackRock, Inc. ($1.1B), Vanguard Capital Management LLC ($920.2M), Vanguard Portfolio Management LLC ($714.4M). Based on the latest 13F filings, there are a total of 669 tracked investment funds and institutions maintaining positions in IEX.
What is the overall institutional sentiment toward IEX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $442.7M, driven by 329 managers accumulating shares while 266 reduced their exposure.
Which institutions have been selling or reducing their IEX positions?
In the latest period, 207 funds trimmed their holdings, and 59 managers completely exited their positions. The aggregate reported sell value was $7.9B.
Are there any notable investors adding IEX to their portfolios?
Yes, buying activity remains notable. 97 institutions opened new positions in {ticker}, and 232 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.3B.

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