IDEX Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of IEX *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	58,446	0.0742%
Private Companies	73,051	0.0927%
Individual Insiders	132,368	0.168%
Institutions	78,516,361	99.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 66.28% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	The Vanguard Group, Inc.	9,242,576	Mex$43.2b	0.41%	0.03%
8.24%	BlackRock, Inc.	6,238,903	Mex$29.1b	0.64%	0.02%
6.92%	T. Rowe Price Group, Inc.	5,240,645	Mex$24.5b	-29.9%	0.1%
3.99%	State Street Global Advisors, Inc.	3,017,976	Mex$14.1b	0.5%	0.02%
3.74%	Wellington Management Group LLP	2,830,929	Mex$13.2b	108%	0.1%
3.38%	Eaton Vance Management	2,559,864	Mex$12.0b	16.6%	0.13%
2.5%	Impax Asset Management Group Plc	1,891,967	Mex$8.8b	-3.52%	1.15%
2.5%	Geode Capital Management, LLC	1,891,175	Mex$8.8b	1.25%	0.03%
2.18%	Amundi Asset Management SAS	1,652,818	Mex$7.7b	11.5%	0.08%
2.07%	Invesco Capital Management LLC	1,568,401	Mex$7.3b	13.5%	0.14%
2.01%	Pictet Asset Management Limited	1,524,412	Mex$7.1b	-4.47%	0.3%
1.62%	Champlain Investment Partners, LLC	1,223,676	Mex$5.7b	28.8%	1.56%
1.56%	Pictet Asset Management SA	1,184,910	Mex$5.5b	0%	0.49%
1.37%	Barclays PLC Private Banking & Investment Banking Investment	1,034,574	Mex$4.8b	0.83%	0.14%
1.36%	Van Eck Associates Corporation	1,032,277	Mex$4.8b	9,420%	0.25%
1.26%	First Trust Advisors LP	950,717	Mex$4.4b	24.3%	0.17%
1.23%	Norges Bank Investment Management	930,609	Mex$4.3b	0%	0.02%
1.21%	UBS Asset Management AG	919,328	Mex$4.3b	7.74%	0.02%
1.11%	Fenimore Asset Management, Inc.	836,806	Mex$3.9b	1.31%	3.67%
1.08%	Nordea Investment Management, AB	818,839	Mex$3.8b	3.03%	0.12%
1.06%	Alecta Pensionsförsäkring, ömsesidigt	800,000	Mex$3.7b	0%	0.37%
0.98%	Luther King Capital Management Corporation	742,724	Mex$3.5b	16.2%	0.7%
0.95%	BNP Paribas Asset Management Europe	723,044	Mex$3.4b	-0.11%	0.41%
0.89%	Northern Trust Global Investments	673,600	Mex$3.1b	-3.64%	0.02%
0.87%	Fisher Asset Management, LLC	659,006	Mex$3.1b	7.64%	0.06%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/04 13:13
End of Day Share Price	2024/09/06 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

IDEX Corporation is covered by 33 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
John Eade	Argus Research Company
Michael Halloran	Baird
Ishan Majumdar	Baptista Research