AI summary pending
View Full Filing (SEC EDGAR)Idex CORP
$230.28-1.6%
+$4.5B
Net Activity
+32.08% total shares
Institutions Holding
690
Popularity Rank
#792
Avg Weight
0.13%
Total Value
$17.3B
Market Cap
$17.3B
690 institutions currently hold IEX, with 350 net buyers and 284 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
284
Net Buying Institutions
350
Top 5 by Value
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Across its top 20 institutional holders, IEX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 43/100).
IEX ranks #792 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
690 institutions disclose a position in IEX, but none treat it as a major bet — even Fenimore Asset Management Inc, its most concentrated holder, allocates just 3.8% of its own portfolio to it.
Israel Englander has added to its IEX position for two straight quarters, increasing it by $365.6M to reach $554.9M today.
Wellington Management Group LLP has trimmed its IEX position for two straight quarters, cutting it by $754.4M while still holding $258.5M.
IEX is down 1.6% today, but institutions show net buying of $4.5B this quarter — a divergence between today's price move and the underlying institutional flow.
IEX posted net income of $519.5M over the trailing twelve months, and currently trades at a P/E of 33.4.
+$2.3B
Total Buy Value
$1.6B
Total Sell Value
350
Net Buyers
284
Net Sellers
IEX
Q2 2026
Top 5 Institutional Movers
Institutional inflows outweigh thin insider selling at IEX
Signal Basis
Institutions posted a net value change of roughly +$650M in Q2 2026 (348 net buyers vs. 280 sellers, 91 new positions across 686 holders), while insider activity shows only a single ~$92K officer sale on 2026-08-12 with zero buys and a 0.0 confidence score — a signal that appears too small to offset the accumulation.
Confirmation
Confirmation would come if the next quarter's 13F shows continued net institutional accumulation alongside a coordinated insider-buying cluster (cluster_alert = true).
Invalidation Risk
A broadening pattern of insider sales by multiple executives, combined with institutions flipping to net distribution, would invalidate this bullish reading.
Generated by AI directly from institutional holders' Form 13F data on SEC EDGAR, reflecting past activity only. Not investment advice — do not base trading decisions on this alone; verify against the source filings below.
See the institutional 13F filings behind this signalIEX does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Lisa M Anderson | 2026-08-12 | $92K |
| Buy | Christenson Carl R | 2025-11-05 | $102K |
| Buy | Helmkamp Katrina L | 2025-08-07 | $399K |
| Sell | Mahendra Akhil | 2025-06-05 | $45K |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Full) | Thomas H Tuberville Senate | 2024-04-03 | $1K–$15K |
1
Filings (90d)
$92K
Total Est. Value
385 shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Lisa Anderson | 2026-08-12 | $92K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)45167R104, 45167r104
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47
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