IDEX Ownership

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

Recent Insider Transactions

NYSE:IEX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Nov 25	BuyUS$101,647	Carl Christenson	Individual	600	US$169.41
07 Aug 25	BuyUS$399,026	Katrina Helmkamp	Individual	2,500	US$159.61
05 Jun 25	SellUS$45,223	Akhil Mahendra	Individual	250	US$180.89

Insider Trading Volume

Insider Buying: IEX 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	61,586	0.078%
Individual Insiders	145,209	0.184%
Institutions	78,713,897	99.7%

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

Top Shareholders

Top 25 shareholders own 69.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	The Vanguard Group, Inc.	9,092,987	US$1.6b	-1.07%	0.02%
8.65%	Wellington Management Group LLP	6,477,929	US$1.2b	3.38%	0.17%
7.59%	BlackRock, Inc.	5,680,615	US$1.0b	-1.81%	0.01%
4.21%	State Street Global Advisors, Inc.	3,154,742	US$564.9m	1.77%	0.02%
4.17%	Eaton Vance Management	3,122,178	US$559.1m	8.73%	0.11%
3.16%	Nordea Investment Management, AB	2,364,312	US$423.4m	194%	0.23%
2.71%	Geode Capital Management, LLC	2,027,098	US$363.0m	1.31%	0.02%
2.62%	Impax Asset Management Group Plc	1,960,819	US$351.1m	-0.29%	1.28%
2.56%	Van Eck Associates Corporation	1,913,157	US$342.6m	8.3%	0.23%
2.31%	PRIMECAP Management Company	1,730,580	US$309.9m	251%	0.2%
2.19%	Invesco Capital Management LLC	1,642,421	US$294.1m	17%	0.08%
2.06%	Amundi Asset Management SAS	1,538,161	US$275.4m	20.3%	0.05%
1.74%	UBS Asset Management AG	1,301,363	US$233.0m	-15.9%	0.02%
1.35%	T. Rowe Price Group, Inc.	1,011,067	US$181.0m	-71.2%	0.01%
1.34%	First Trust Advisors LP	1,002,457	US$179.5m	6.21%	0.11%
1.26%	Champlain Investment Partners, LLC	941,927	US$168.7m	-6.4%	1.28%
1.19%	Norges Bank Investment Management	888,585	US$159.1m	0%	0.01%
1.17%	Fenimore Asset Management, Inc.	874,679	US$156.6m	0.23%	3.21%
1.06%	Flossbach von Storch SE	791,020	US$141.6m	23.4%	0.32%
1.02%	Northern Trust Global Investments	765,995	US$137.2m	-0.87%	0.02%
0.99%	Pictet Asset Management Limited	739,327	US$132.4m	12.1%	0.09%
0.97%	Fisher Asset Management, LLC	724,802	US$129.8m	2.49%	0.04%
0.92%	Alecta Pensionsförsäkring, ömsesidigt	689,900	US$123.5m	0%	0.27%
0.88%	Charles Schwab Investment Management, Inc.	658,989	US$118.0m	-0.32%	0.02%
0.84%	Hartford Funds Management Company, LLC	625,156	US$111.9m	-3.81%	0.32%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/01/05 02:05
End of Day Share Price	2026/01/02 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

IDEX Corporation is covered by 28 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
Walter Liptak	Barrington Research Associates, Inc.