Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
649 institutional managers reported holding IEX for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 46%. 101 opened new positions; 66 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 9.37M | 12.60% | $1.78B | added +4.2% | ≤2013 |
| BlackRock | 5.68M | 7.63% | $1.08B | unchanged | ≤2013 |
| PRIMECAP Management | 3.30M | 4.44% | $626.2M | added +2.4% | ≤2013 |
| State Street | 3.21M | 4.31% | $607.7M | added +1% | ≤2013 |
| Morgan Stanley | 3.10M | 4.17% | $587.6M | trimmed -5.1% | ≤2013 |
| Geode Capital | 2.09M | 2.81% | $396.4M | added +2.7% | ≤2013 |
| Millennium Management | 2.00M | 2.68% | $378.4M | added +87.6% | 2017 Q3 |
| Nordea Investment Management AB | 1.87M | 2.52% | $355.2M | trimmed -16.9% | 2017 Q2 |
| Wellington Management | 1.74M | 2.34% | $329.6M | trimmed -69.5% | ≤2013 |
| Invesco | 1.63M | 2.19% | $308.4M | trimmed -3.9% | ≤2013 |
| Victory Capital Management INC | 1.51M | 2.03% | $286.7M | added +6890% | 2015 Q2 |
| UBS | 1.37M | 1.83% | $258.9M | trimmed -14.7% | ≤2013 |
| Amundi | 1.22M | 1.64% | $231.2M | trimmed -18% | 2017 Q4 |
| Jane Street | 1.17M | 1.57% | $221.0M | added +47163.5% | 2017 Q2 |
| Bank OF America CORP /DE/ | 1.09M | 1.47% | $207.4M | added +215% | ≤2013 |
| Impax Asset Management Group plc | 947.9k | 1.27% | $179.7M | trimmed -44.5% | ≤2013 |
| VAN ECK Associates CORP | 936.8k | 1.26% | $177.6M | trimmed -52.6% | 2019 Q4 |
| Point72 | 830.9k | 1.12% | $157.5M | added +428.8% | 2025 Q3 |
| Balyasny Asset Management | 816.1k | 1.10% | $154.7M | added +13.3% | 2024 Q4 |
| Dimensional Fund Advisors | 815.5k | 1.10% | $154.6M | added +4% | ≤2013 |
| Citadel Advisors | 808.7k | 1.09% | $153.3M | added +45.7% | 2013 Q3 |
| Fenimore Asset Management INC | 798.1k | 1.07% | $151.3M | trimmed -2.6% | ≤2013 |
| Northern Trust | 755.9k | 1.02% | $143.3M | added +1% | ≤2013 |
| Flossbach VON Storch SE | 740.3k | 0.99% | $140.4M | trimmed -7.2% | 2025 Q1 |
| Fisher Investments | 708.2k | 0.95% | $134.3M | added +8% | 2022 Q3 |
| Arrowstreet Capital | 699.8k | 0.94% | $132.7M | added +51.1% | 2024 Q4 |
| Charles Schwab Investment Management | 685.9k | 0.92% | $130.1M | added +2.8% | ≤2013 |
| First Trust Advisors LP | 672.8k | 0.90% | $127.6M | trimmed -23.3% | ≤2013 |
| Pictet Asset Management Holding SA | 651.9k | 0.88% | $123.6M | added +58.6% | ≤2013 |
| Champlain Investment Partners, LLC | 640.3k | 0.86% | $121.4M | trimmed -22.9% | 2015 Q3 |
| Alecta Tjanstepension Omsesidigt | 579.0k | 0.78% | $109.8M | trimmed -16.1% | 2023 Q3 |
| Mirae Asset Global Etfs Holdings LTD. | 574.1k | 0.77% | $108.8M | added +6.8% | 2019 Q3 |
| Alyeska Investment Group | 517.7k | 0.70% | $98.1M | opened | 2026 Q1 |
| Two Sigma | 497.7k | 0.67% | $94.4M | added +93.6% | 2021 Q4 |
| Legal & General Group PLC | 471.0k | 0.63% | $89.3M | trimmed -2.6% | ≤2013 |
| Snyder Capital Management L P | 453.3k | 0.61% | $85.9M | trimmed -4.6% | ≤2013 |
| Boston Trust Walden CORP | 452.7k | 0.61% | $85.8M | trimmed -2.2% | 2022 Q3 |
| Deutsche Bank AG\ | 431.9k | 0.58% | $81.9M | trimmed -11.8% | 2013 Q3 |
| Westfield Capital Management CO LP | 426.0k | 0.57% | $80.8M | added +6% | 2020 Q1 |
| Schonfeld Strategic Advisors | 415.6k | 0.56% | $78.8M | added +40.5% | 2018 Q1 |
| BNY Mellon | 406.5k | 0.55% | $77.1M | trimmed -16.7% | ≤2013 |
| Robeco Institutional Asset Management B.v. | 382.2k | 0.51% | $72.5M | trimmed -7.7% | ≤2013 |
| Deprince Race & Zollo INC | 349.5k | 0.47% | $66.3M | trimmed -2.7% | 2024 Q4 |
| Barclays PLC | 345.4k | 0.46% | $65.5M | added +28.3% | ≤2013 |
| Findlay Park Partners LLP | 332.0k | 0.45% | $62.9M | trimmed -10.4% | 2024 Q3 |
| State Farm Mutual Automobile Insurance CO | 326.3k | 0.44% | $61.9M | trimmed -2.9% | 2019 Q3 |
| Goldman Sachs | 315.6k | 0.42% | $59.8M | trimmed -36.2% | ≤2013 |
| Hsbc Holdings PLC | 297.2k | 0.40% | $56.3M | added +26.9% | 2015 Q1 |
| Thrivent Financial for Lutherans | 295.3k | 0.40% | $56.0M | added +3345% | ≤2013 |
| Schroder Investment Management Group | 276.4k | 0.37% | $52.4M | unchanged | ≤2013 |
Largest 50 of 649 shown; the full ranked, searchable register is at boothcheck.com/holders/IEX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.