SEC 13F ownership
Mild distributionIDEX Corporation institutional positioning
IDEX Corporation shows mild distribution in the latest SEC 13F quarter: -3.6% reported shares, 42 managers reporting.
13F value13.7B+3.8% versus prior quarter
Reported shares74.4M-3.6% versus prior quarter
Managers42-7 manager change
Option tilt+7.1%Call less put value share
13F ownership trend
Q4 '23 to Q1 '26Reported value path, quarterly change, and manager coverage
Latest reported value13.7B+3.8% QoQ
Trend over chart+2.7%Q4 '23 to Q1 '26
Manager positions668+40 QoQ
SEC 13F ownership historyDec 31, 2023Quarterly SEC 13F history1 companiesReported value 13.3BValue change +5.2%Reported shares 74.2MManagers 620This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Mar 31, 2024Quarterly SEC 13F history1 companiesReported value 14.3BValue change +7.8%Reported shares 72.3MManagers 625This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Jun 30, 2024Quarterly SEC 13F history1 companiesReported value 12.6BValue change -11.9%Reported shares 73.9MManagers 630This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Sep 30, 2024Quarterly SEC 13F history1 companiesReported value 13.6BValue change +7.8%Reported shares 73.4MManagers 614This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Dec 31, 2024Quarterly SEC 13F history1 companiesReported value 13.6BValue change -0.0%Reported shares 75.1MManagers 632This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Mar 31, 2025Quarterly SEC 13F history1 companiesReported value 11.9BValue change -12.3%Reported shares 74.2MManagers 639This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Jun 30, 2025Quarterly SEC 13F history1 companiesReported value 12.1BValue change +1.2%Reported shares 77.1MManagers 641This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Sep 30, 2025Quarterly SEC 13F history1 companiesReported value 11.8BValue change -2.5%Reported shares 75.8MManagers 636This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Dec 31, 2025Quarterly SEC 13F history1 companiesReported value 13.2BValue change +11.6%Reported shares 77.2MManagers 628This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Mar 31, 2026Quarterly SEC 13F history1 companiesReported value 13.7BValue change +3.8%Reported shares 74.4MManagers 668This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow.
Reported value path QoQ value change Manager-position coverage