IDEX Corporation
Ownership
Ownership Structure
Who owns IDEX Corporation (IEX)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.7% of the shares are freely tradable; institutional investors hold 106.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.81 | 5,734,272 | +1.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 6.60 | 4,844,404 | -0.2 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 5.08 | 3,734,233 | -0.9 | 06/30/2026 |
| State Street Corp | 4.52 | 3,317,393 | +3.5 | 06/30/2026 |
| PRIMECAP Management Company | 4.49 | 3,300,072 | -0.1 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 3.84 | 2,819,465 | -9.0 | 06/30/2026 |
| Millennium Management LLC | 3.23 | 2,369,834 | +18.7 | 06/30/2026 |
| Geode Capital Management, LLC | 2.86 | 2,097,826 | +0.3 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.17 | 2,332,030 | -0.7 | 09/30/2026 |
| Vanguard 500 Index Investor | 2.63 | 1,934,925 | -1.6 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Tereso Tara M. | Group Executive, HST | 5,408 | 1,227,616 $ | Sep 16, 2026 | direct |
| Anderson Lisa M | SVP, GC, CAO & Corp Sec | 4,327 | 982,229 $ | Aug 12, 2026 | direct |
| Lausas Allison S | VP, Chief Accounting Officer | 3,302 | 749,554 $ | Aug 29, 2026 | direct |
| Simmons William L. | Group Executive, FMT & FSDP | 2,674 | 606,998 $ | Sep 16, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Tereso Tara M. | Group Executive, HST | Other | 290 | 222.84 | 64,624 |
| Sep 16, 2026 | Simmons William L. | Group Executive, FMT & FSDP | Other | 218 | 222.84 | 48,579 |
| Sep 11, 2026 | Tereso Tara M. | Group Executive, HST | Other | 138 | 221.46 | 30,561 |
| Aug 29, 2026 | Lausas Allison S | VP, Chief Accounting Officer | Other | 645 | 230.28 | 148,531 |
| Aug 12, 2026 | Anderson Lisa M | SVP, GC, CAO & Corp Sec | Sell | 385 | 238.59 | 91,859 |
| Aug 12, 2026 | Anderson Lisa M | SVP, GC, CAO & Corp Sec | Other | 385 | 93.27 | 35,909 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 6, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.