IEXNYSEPumps & Pumping EquipmentFiscal year ends December 31
IDEX CORP /DE/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$233.86−1.69 (-0.72%)
Close on Oct 19, 2026
- Market cap
- $17.35B
- P/E (TTM)
- 33.6
- Dividend yield
- 1.21%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
75M of 74M shares
Institutional holders
687
91 new, 69 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 3 sales
Net sold $3.30M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Group LLP | 6,266,233 | 8.30% | 13G (passive) amendment | Jun 30, 2025 |
| BlackRock, Inc. | 6,068,198 | 8.00% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 5,588,265 | 7.53% | 13G (passive) | Mar 31, 2026 |
| Wellington Group Holdings LLP | 5,050,601 | 6.70% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 3,777,844 | 5.09% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IEX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,734,272 | 7.78% | $1.30B | +58,080 | 0.02% |
| Vanguard Capital Management LLC | 4,844,404 | 6.57% | $1.10B | −10,292 | 0.02% |
| Vanguard Portfolio Management LLC | 3,734,233 | 5.07% | $847.48M | −34,463 | 0.04% |
| State Street Corp | 3,317,393 | 4.50% | $752.88M | +111,997 | 0.02% |
| Primecap Management Co/Ca/ | 3,300,072 | 4.48% | $748.95M | −2,865 | 0.44% |
| Morgan Stanley | 2,819,465 | 3.82% | $639.88M | −279,664 | 0.03% |
| Millennium Management LLC | 2,369,834 | 3.21% | $537.83M | +373,890 | 0.19% |
| Geode Capital Management, LLC | 2,097,826 | 2.85% | $474.31M | +7,042 | 0.03% |
| Nordea Investment Management Ab | 1,842,144 | 2.50% | $418.98M | −31,320 | 0.34% |
| Victory Capital Management Inc | 1,526,370 | 2.07% | $346.41M | +14,354 | 0.19% |
| Invesco Ltd. | 1,500,523 | 2.04% | $340.54M | −125,948 | 0.03% |
| Amundi | 1,458,979 | 1.98% | $331.02M | +239,579 | 0.08% |
| Pictet Asset Management Holding SA | 1,258,476 | 1.71% | $285.61M | +606,547 | 0.27% |
| Wellington Management Group Llp | 1,139,217 | 1.55% | $258.55M | −599,314 | 0.04% |
| Alyeska Investment Group, L.P. | 1,042,703 | 1.41% | $236.64M | +525,048 | 0.61% |
| Impax Asset Management Group plc | 962,000 | 1.30% | $218.33M | +14,054 | 1.42% |
| Norges Bank | 916,538 | 1.24% | $208.01M | New | 0.02% |
| Point72 Asset Management, L.P. | 905,936 | 1.23% | $205.60M | +75,080 | 0.23% |
| Dimensional Fund Advisors LP | 849,649 | 1.15% | $192.82M | +34,120 | 0.03% |
| Balyasny Asset Management L.P. | 846,581 | 1.15% | $192.13M | +30,444 | 0.24% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 687 | 75M | 100.0% | 91 / 254 | 208 / 69 | 8M | 7M |
| Q1 2026 | 677 | 75M | 100.0% | 112 / 230 | 210 / 57 | 20M | 13M |
| Q4 2025 | 630 | 78M | 100.0% | 95 / 195 | 224 / 85 | 9M | 8M |
| Q3 2025 | 634 | 76M | 100.0% | 83 / 206 | 249 / 81 | 8M | 10M |
| Q2 2025 | 639 | 77M | 100.0% | 78 / 264 | 212 / 72 | 7M | 5M |
| Q1 2025 | 639 | 75M | 100.0% | 85 / 221 | 226 / 66 | 6M | 6M |
| Q4 2024 | 630 | 75M | 100.0% | 80 / 210 | 220 / 54 | 6M | 5M |
| Q3 2024 | 613 | 74M | 100.0% | 71 / 208 | 227 / 85 | 12M | 7M |
| Q2 2024 | 631 | 75M | 100.0% | 73 / 245 | 201 / 58 | 7M | 10M |
| Q1 2024 | 624 | 79M | 100.0% | 53 / 223 | 228 / 44 | 5M | 4M |
| Q4 2023 | 620 | 78M | 100.0% | 80 / 200 | 245 / 69 | 9M | 6M |
| Q3 2023 | 619 | 74M | 100.0% | 51 / 210 | 244 / 68 | 9M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IEX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,349,309 | 3.19% | $533.18M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,917,245 | 2.60% | $435.12M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,697,164 | 2.30% | $385.17M | 0.20% | Jun 30, 2026 |
| Vanguard Primecap Fund | 1,429,211 | 1.94% | $324.36M | 0.34% | Jun 30, 2026 |
| Victory Sycamore Established Value Fund | 1,085,000 | 1.47% | $246.24M | 1.59% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,075,274 | 1.46% | $244.03M | 0.36% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,018,071 | 1.38% | $231.05M | 0.03% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 1,011,529 | 1.37% | $229.57M | 0.70% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 957,848 | 1.30% | $201.94M | 0.02% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 869,435 | 1.18% | $200.36M | 0.21% | Jul 31, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 800,985 | 1.09% | $181.78M | 2.07% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 549,063 | 0.74% | $115.76M | 0.85% | May 31, 2026 |
| Vanguard Primecap Core Fund | 481,862 | 0.65% | $109.36M | 0.61% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 436,264 | 0.59% | $99.01M | 0.29% | Jun 30, 2026 |
| Fam Value Fund | 431,530 | 0.59% | $97.94M | 5.38% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Eric D. Ashleman | CEO and President, Director | 66,658 | 0.09% | May 13, 2026 |
| Tara M. Tereso | Group Executive, HST | 5,408 | 0.01% | Sep 18, 2026 |
| William L. Simmons | Group Executive, FMT & FSDP | 2,674 | 0.00% | Sep 18, 2026 |
| Allison S. Lausas | VP, Chief Accounting Officer | 3,302 | 0.00% | Sep 1, 2026 |
| Lisa M. Anderson | SVP, GC, CAO & Corp Sec | 4,327 | 0.01% | Aug 13, 2026 |
| Sean M. Gillen | SVP, Chief Financial Officer | 19,005 | 0.03% | Feb 23, 2026 |
| Akhil Mahendra | Interim CFO | 5,035 | 0.01% | Jun 9, 2025 |
| Abhishek Khandelwal | SVP, Chief Financial Officer | 6,935 | 0.01% | Feb 24, 2025 |
| Roopa Unnikrishnan | SVP, Strategy&Corp Development | 1,170 | 0.00% | Feb 24, 2025 |
| Melissa S. Flores | SVP, CHRO | 2,516 | 0.00% | Feb 24, 2025 |
| Katrina L. Helmkamp | Director | 14,235 | 0.02% | May 8, 2026 |
| Lakecia N. Gunter | Director | 4,925 | 0.01% | May 8, 2026 |
| Stanfield Paris Watts | Director | 4,195 | 0.01% | May 8, 2026 |
| Alejandro Quiroz | Director | 4,030 | 0.01% | May 8, 2026 |
| Stephanie Disher | Director | 1,880 | 0.00% | May 8, 2026 |
| Matthijs Glastra | Director | 1,880 | 0.00% | May 8, 2026 |
| Carl R. Christenson | Director | 7,156 | 0.01% | May 8, 2026 |
| Mark A. Buthman | Director | 10,025 | 0.01% | May 8, 2026 |
| Mark A. Beck | Director | 7,755 | 0.01% | May 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William L. Simmons Group Executive, FMT & FSDP | Sep 16, 2026 | Tax withholding | −218 | $222.84 | $48.58K | 2,674 |
| Tara M. Tereso Group Executive, HST | Sep 16, 2026 | Tax withholding | −290 | $222.84 | $64.62K | 5,408 |
| Tara M. Tereso Group Executive, HST | Sep 11, 2026 | Tax withholding | −138 | $221.46 | $30.56K | 5,698 |
| Allison S. Lausas VP, Chief Accounting Officer | Aug 29, 2026 | Tax withholding | −645 | $230.28 | $148.53K | 3,302 |
| Lisa M. Anderson SVP, GC, CAO & Corp Sec | Aug 12, 2026 | Sale | −385 | $238.59 | $91.86K | 4,327 |
| Lisa M. Anderson SVP, GC, CAO & Corp Sec | Aug 12, 2026 | Option exercise | +385 | $93.27 | $35.91K | 4,712 |
| Eric D. Ashleman CEO and President, Director | May 11, 2026 | Sale | −4,915 | $215.81 | $1.06M | 66,658 |
| Eric D. Ashleman CEO and President, Director | May 11, 2026 | Sale | −10,470 | $214.95 | $2.25M | 71,573 |
| Eric D. Ashleman CEO and President, Director | May 11, 2026 | Option exercise | +15,385 | $93.27 | $1.43M | 82,043 |
| Stephanie Disher Director | May 6, 2026 | Award | +805 | – | – | 1,880 |
| Mark A. Beck Director | May 6, 2026 | Award | +805 | – | – | 7,755 |
| Alejandro Quiroz Director | May 6, 2026 | Award | +805 | – | – | 4,030 |
| Carl R. Christenson Director | May 6, 2026 | Award | +805 | – | – | 7,156 |
| Stanfield Paris Watts Director | May 6, 2026 | Award | +805 | – | – | 4,195 |
| Katrina L. Helmkamp Director | May 6, 2026 | Award | +1,035 | – | – | 14,235 |
| Mark A. Buthman Director | May 6, 2026 | Award | +805 | – | – | 10,025 |
| Lakecia N. Gunter Director | May 6, 2026 | Award | +805 | – | – | 4,925 |
| Matthijs Glastra Director | May 6, 2026 | Award | +805 | – | – | 1,880 |
| Tara M. Tereso Group Executive, HST | Feb 23, 2026 | Tax withholding | −154 | $207.48 | $31.95K | 5,836 |
| Eric D. Ashleman CEO and President, Director | Feb 22, 2026 | Award | +9,040 | – | – | 66,658 |
| Allison S. Lausas VP, Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −179 | $207.86 | $37.21K | 3,947 |
| Allison S. Lausas VP, Chief Accounting Officer | Feb 19, 2026 | Award | +275 | – | – | 4,126 |
| Lisa M. Anderson SVP, GC, CAO & Corp Sec | Feb 19, 2026 | Award | +1,205 | – | – | 4,327 |
| Tara M. Tereso Group Executive, HST | Feb 19, 2026 | Award | +1,055 | – | – | 5,990 |
| William L. Simmons Group Executive, FMT & FSDP | Feb 19, 2026 | Award | +1,055 | – | – | 2,892 |
| Sean M. Gillen SVP, Chief Financial Officer | Feb 19, 2026 | Award | +2,410 | – | – | 19,005 |
| Sean M. Gillen SVP, Chief Financial Officer | Jan 5, 2026 | Award | +16,595 | – | – | 16,595 |
| Carl R. Christenson Director | Nov 5, 2025 | Buy | +600 | $169.41 | $101.65K | 6,351 |
| Katrina L. Helmkamp Director | Aug 7, 2025 | Buy | +2,500 | $159.61 | $399.03K | 13,200 |
| Akhil Mahendra Interim CFO | Jun 5, 2025 | Sale | −250 | $180.89 | $45.22K | 5,035 |
| Akhil Mahendra Interim CFO | May 30, 2025 | Award | +2,765 | – | – | 5,285 |
| Matthijs Glastra Director | May 8, 2025 | Award | +895 | – | – | 1,075 |
| Stephanie Disher Director | May 8, 2025 | Award | +895 | – | – | 1,075 |
| Lakecia N. Gunter Director | May 8, 2025 | Award | +895 | – | – | 4,120 |
| Katrina L. Helmkamp Director | May 8, 2025 | Award | +1,165 | – | – | 10,700 |
| Mark A. Buthman Director | May 8, 2025 | Award | +895 | – | – | 9,220 |
| Alejandro Quiroz Director | May 8, 2025 | Award | +895 | – | – | 3,225 |
| Carl R. Christenson Director | May 8, 2025 | Award | +895 | – | – | 5,751 |
| Stanfield Paris Watts Director | May 8, 2025 | Award | +895 | – | – | 3,390 |
| Mark A. Beck Director | May 8, 2025 | Award | +895 | – | – | 6,950 |
| Matthijs Glastra Director | Feb 21, 2025 | Award | +180 | – | – | 180 |
| Stephanie Disher Director | Feb 21, 2025 | Award | +180 | – | – | 180 |
| Melissa S. Flores SVP, CHRO | Feb 20, 2025 | Award | +865 | – | – | 2,516 |
| Eric D. Ashleman CEO and President, Director | Feb 20, 2025 | Award | +7,760 | – | – | 57,618 |
| Allison S. Lausas VP, Chief Accounting Officer | Feb 20, 2025 | Award | +775 | – | – | 4,143 |
| Abhishek Khandelwal SVP, Chief Financial Officer | Feb 20, 2025 | Award | +1,725 | – | – | 6,935 |
| Lisa M. Anderson SVP, General Counsel &Corp Sec | Feb 20, 2025 | Award | +1,025 | – | – | 3,122 |
| Roopa Unnikrishnan SVP, Strategy&Corp Development | Feb 20, 2025 | Award | +830 | – | – | 1,170 |
| Eric D. Ashleman CEO and President, Director | Feb 11, 2025 | Award | +7,053 | $196.45 | $1.39M | 52,995 |
| Eric D. Ashleman CEO and President, Director | Feb 11, 2025 | Tax withholding | −3,137 | $196.45 | $616.26K | 49,858 |
| Roopa Unnikrishnan SVP, Strategy&Corp Development | Feb 11, 2025 | Award | +657 | $196.45 | $129.07K | 709 |
| Roopa Unnikrishnan SVP, Strategy&Corp Development | Feb 11, 2025 | Tax withholding | −369 | $196.45 | $72.49K | 340 |
| Lisa M. Anderson SVP, General Counsel &Corp Sec | Feb 11, 2025 | Tax withholding | −413 | $196.45 | $81.13K | 2,097 |
| Lisa M. Anderson SVP, General Counsel &Corp Sec | Feb 11, 2025 | Award | +862 | $196.45 | $169.34K | 2,510 |
| Melissa S. Flores SVP, CHRO | Feb 11, 2025 | Tax withholding | −377 | $196.45 | $74.06K | 1,651 |
| Melissa S. Flores SVP, CHRO | Feb 11, 2025 | Award | +777 | $196.45 | $152.64K | 2,028 |
| Allison S. Lausas VP, Chief Accounting Officer | Feb 11, 2025 | Tax withholding | −172 | $196.45 | $33.79K | 3,368 |
| Allison S. Lausas VP, Chief Accounting Officer | Feb 11, 2025 | Award | +345 | $196.45 | $67.78K | 3,540 |
| Allison S. Lausas VP, Chief Accounting Officer | Aug 25, 2024 | Tax withholding | −292 | $203.90 | $59.54K | 3,851 |
| Mark A. Buthman Director | May 7, 2024 | Award | +745 | – | – | 8,325 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Anderson Lisa Officer | Aug 12, 2026 | 385 | $91.83K | Aug 12, 2026 | stock option release |
| Ashleman Eric Officer | May 11, 2026 | 15,385 | $3.31M | May 11, 2026 | stock option exercise |
| Unnikrishnan Roopa Officer | Mar 4, 2026 | 4,309 | $880.82K | Mar 4, 2026 | stock option exercise |
| Flores Melissa Officer | Feb 6, 2026 | 14,150 | $674.92K | Feb 6, 2026 | stock option release |