Titelia

Fund shareholders of IDEX Corp

ISIN US45167R1041 · United States · LEI 549300U5Y5EL6PHYLF13

Fund shareholders
616
Of which ETFs
166 450 other funds
Value held
5.8B $ 332M SEK · 1.2M €
Share of capital
40.4 % of 73.7M shares on Jul 24, 2026

616 funds hold this company. This table lists the 607 that declare it in a regulatory filing. The other 9 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 38,8098.5M $0.02 %0.05 %as of Apr 30, 2026 ↗
Guardian Equity Income VIP Fund Guardian Variable Products Trust 37,0637M $0.82 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 37,0507M $0.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 35,8796.8M $0.02 %0.05 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 35,6356.8M $0.22 %0.05 %as of Mar 31, 2026 ↗
CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 35,3006.7M $0.29 %0.05 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 34,6226.6M $0.29 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 34,6067.2M $0.64 %0.05 %as of Feb 28, 2026 ↗
BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 33,4606.3M $0.19 %0.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 32,7776.9M $0.03 %0.04 %as of Feb 28, 2026 ↗
CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND 32,2277M $1.05 %0.04 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 32,0626.7M $0.00 %0.04 %as of Feb 28, 2026 ↗
NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust 32,0006.1M $1.36 %0.04 %as of Mar 31, 2026 ↗
Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds 30,9236.7M $2.57 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 30,7426.7M $0.05 %0.04 %as of Apr 30, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 30,5005.8M $0.32 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 30,2986.6M $0.05 %0.04 %as of Apr 30, 2026 ↗
Invesco Global Water ETF Invesco Exchange-Traded Fund Trust II 30,1296.6M $2.34 %0.04 %as of Apr 30, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,7805.6M $1.50 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 29,1136.3M $0.31 %0.04 %as of Apr 30, 2026 ↗
Eaton Vance Global Equity Income Fund Eaton Vance Mutual Funds Trust 28,3016.2M $0.77 %0.04 %as of Apr 30, 2026 ↗
CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II 28,0005.3M $1.36 %0.04 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 28,0005.3M $0.03 %0.04 %as of Mar 31, 2026 ↗
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 26,5755M $0.91 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 25,8995.6M $0.05 %0.04 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 24,7004.7M $0.27 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 24,6184.7M $0.30 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 24,5685.4M $0.02 %0.03 %as of Apr 30, 2026 ↗
Stock Index Fund Northern Funds 24,1704.6M $0.03 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 23,7635.2M $0.02 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 23,6044.5M $0.03 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 23,50042.4M SEK0.15 %0.03 %as of Mar 31, 2026 ↗
Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC 23,4134.9M $0.71 %0.03 %as of Feb 28, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 23,3885.1M $0.22 %0.03 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 23,3044.4M $0.30 %0.03 %as of Mar 31, 2026 ↗
Transamerica Sustainable Equity Income TRANSAMERICA FUNDS 22,5804.9M $2.37 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 22,2834.9M $0.02 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 22,1524.8M $0.23 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,5384.7M $0.06 %0.03 %as of Apr 30, 2026 ↗
CIBC ATLAS INCOME OPPORTUNITIES FUND ADVISORS' INNER CIRCLE FUND 21,3314.6M $0.88 %0.03 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 21,1364M $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 20,7774.5M $0.03 %0.03 %as of Apr 30, 2026 ↗
Mid Cap Value Fund VALIC Co I 20,6724.3M $0.68 %0.03 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 20,3433.9M $0.02 %0.03 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 20,3334.4M $0.21 %0.03 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 20,3303.9M $0.00 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 20,2243.8M $0.02 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 18,9844.1M $0.21 %0.03 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 18,9534.1M $0.03 %0.03 %as of Apr 30, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 18,0263.4M $0.11 %0.02 %as of Mar 31, 2026 ↗
ABSOLUTE SELECT VALUE ETF Unified Series Trust 18,0253.4M $2.43 %0.02 %as of Mar 31, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 17,8253.9M $0.17 %0.02 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 17,2323.3M $0.01 %0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 17,1473.6M $0.06 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 16,8813.7M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 16,7893.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,7003.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 16,6773.2M $0.22 %0.02 %as of Mar 31, 2026 ↗
Boston Trust Midcap Fund Boston Trust Walden Funds 16,5953.1M $1.68 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 16,5383.1M $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 16,4593.4M $0.22 %0.02 %as of Feb 28, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 16,4213.6M $0.09 %0.02 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 16,0753.5M $0.03 %0.02 %as of Apr 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 16,0323.5M $0.03 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 15,9613.5M $0.03 %0.02 %as of Apr 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 15,8573.5M $0.18 %0.02 %as of Apr 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 15,7603.4M $0.03 %0.02 %as of Apr 30, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 15,7203.4M $0.49 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 15,5042.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 15,3582.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 15,0652.9M $0.02 %0.02 %as of Mar 31, 2026 ↗
Heartland Value Plus Fund HEARTLAND GROUP INC. 15,0002.8M $0.97 %0.02 %as of Mar 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 14,72226.6M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 14,6123.2M $1.10 %0.02 %as of Apr 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 14,5532.8M $0.96 %0.02 %as of Mar 31, 2026 ↗
Conservative Allocation Fund Weitz Funds 14,5002.7M $1.61 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 14,4683.2M $0.12 %0.02 %as of Apr 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 14,3913M $0.50 %0.02 %as of Feb 28, 2026 ↗
Calvert Global Water Fund Calvert Impact Fund, Inc. 14,1432.7M $0.50 %0.02 %as of Mar 31, 2026 ↗
Eventide Balanced Fund MUTUAL FUND SERIES TRUST 14,0532.7M $0.70 %0.02 %as of Mar 31, 2026 ↗
Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 13,9442.6M $0.35 %0.02 %as of Mar 31, 2026 ↗
Boston Trust Walden Midcap Fund Boston Trust Walden Funds 13,8202.6M $1.68 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 13,6933M $0.31 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 13,0822.8M $0.12 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 12,8502.7M $0.03 %0.02 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 12,8492.4M $0.15 %0.02 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 12,8002.4M $0.02 %0.02 %as of Mar 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 12,6162.7M $0.05 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,6122.6M $0.03 %0.02 %as of Feb 28, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 12,5982.7M $0.44 %0.02 %as of Apr 30, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 12,4832.7M $4.67 %0.02 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 12,2302.7M $0.03 %0.02 %as of Apr 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 12,1302.3M $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 11,9992.6M $0.24 %0.02 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,9452.6M $0.05 %0.02 %as of Apr 30, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,5842.2M $0.33 %0.02 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 11,4072.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 11,3992.5M $0.05 %0.02 %as of Apr 30, 2026 ↗
PAPP SMALL & MID-CAP GROWTH FUND Papp Investment Trust 11,0002.3M $5.02 %0.01 %as of Feb 28, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 10,9762.1M $0.33 %0.01 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Champlain Strategic Focus Fund ADVISORS' INNER CIRCLE FUND II 6.66 %as of Mar 31, 2026 ↗
PAPP SMALL & MID-CAP GROWTH FUND Papp Investment Trust 5.02 %as of Feb 28, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 4.82 %as of Mar 31, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 4.67 %as of Apr 30, 2026 ↗
Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust 4.39 %as of Apr 30, 2026 ↗
Partners III Opportunity Fund Weitz Funds 4.23 %as of Mar 31, 2026 ↗
Large Cap Equity Fund Weitz Funds 3.64 %as of Mar 31, 2026 ↗
First Trust Water ETF First Trust Exchange-Traded Fund 3.48 %as of Mar 31, 2026 ↗
Tortoise Global Water Fund Tortoise Capital Series Trust 3.45 %as of Feb 28, 2026 ↗
WCM Mid Cap Quality Value Fund INVESTMENT MANAGERS SERIES TRUST 2.93 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2578+4429,590,706-11.4 %
2026Q1534-5133,389,628-0.9 %
2025Q4585+233,678,968-1.1 %
2025Q3583-1134,041,631+5.4 %
2025Q2594+932,308,575-0.5 %
2025Q1585-4432,472,332-1.9 %
2024Q4629-1733,103,240+3.2 %
2024Q3646-732,080,515-3.0 %
2024Q2653-633,070,569+4.0 %
2024Q1659-2931,786,857-5.8 %
2023Q468833,757,327

Institutional managers

658 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.5,676,1921.1B $as of Mar 31, 2026
PRIMECAP MANAGEMENT CO/CA/3,302,937626.1M $as of Mar 31, 2026
STATE STREET CORP3,205,396607.6M $as of Mar 31, 2026
MORGAN STANLEY3,099,129587.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,090,784394.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,995,944378.3M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB1,873,464349M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,738,531329.5M $as of Mar 31, 2026
Invesco Ltd.1,626,471308.3M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,512,016286.6M $as of Mar 31, 2026
Amundi1,219,400231.2M $as of Mar 31, 2026
JANE STREET GROUP, LLC1,165,519220.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,094,101207.4M $as of Mar 31, 2026
Impax Asset Management Group plc947,946179.7M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP936,800177.6K $as of Mar 31, 2026
Point72 Asset Management, L.P.830,856157.5M $as of Mar 31, 2026
Balyasny Asset Management L.P.816,137154.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP815,529154.6M $as of Mar 31, 2026
CITADEL ADVISORS LLC808,651153.3M $as of Mar 31, 2026
Fenimore Asset Management Inc798,106151.3M $as of Mar 31, 2026
NORTHERN TRUST CORP755,891143.3M $as of Mar 31, 2026
FLOSSBACH VON STORCH SE740,319140.3M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC723,589137.2M $as of Mar 31, 2026
Fisher Asset Management, LLC708,157134.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP699,788132.6M $as of Mar 31, 2026

Declared shareholders of IDEX Corp

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.53 %5,588,265as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.09 %3,777,844as of Mar 31, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others2.30 %1,738,531as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of IDEX Corp

88 funds declare 129 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND113.5M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND212.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND110.4M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND28.6M $as of Mar 31, 2026
Baird Intermediate Bond Fund27.6M $as of Mar 31, 2026
PGIM Short Duration Multi-Sector Bond Fund17.3M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF36.7M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF26.3M $as of Feb 28, 2026
BlackRock Systematic Multi-Strategy Fund14.5M $as of Mar 31, 2026
Bridge Builder Core Bond Fund14.5M $as of Mar 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF14.1M $as of Apr 30, 2026
Invesco BulletShares 2029 Corporate Bond ETF13.8M $as of Feb 28, 2026
Invesco BulletShares 2030 Corporate Bond ETF13.1M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF13.1M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12.8M $as of Mar 31, 2026
iShares iBonds Dec 2031 Term Corporate ETF12.7M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF32.7M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF32.6M $as of Mar 31, 2026
iShares iBonds Dec 2030 Term Corporate ETF12.5M $as of Apr 30, 2026
Invesco BulletShares 2031 Corporate Bond ETF12.4M $as of Feb 28, 2026
Strategic Advisers Core Income Fund12.2M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF12.2M $as of Mar 31, 2026
iShares Core Universal USD Bond ETF32.1M $as of Apr 30, 2026
Core Plus Income Fund12M $as of Mar 31, 2026
Advantage CoreAlpha Bond Master Portfolio12M $as of Mar 31, 2026
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Titelia. "Fund shareholders of IDEX Corp". https://titelia.com/en/stocks/idex-corp-US45167R1041