604 tracked 13F filers disclose a position in IEX as of the latest SEC 13F filings, a combined $13.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 5.7M | ▼−0.2% Reduced · −10K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $920.2M | 4.9M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $714.4M | 3.8M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $752.9M | 3.3M | ▲+3.5% Added · +112K sh | Q2 2026 | |
| 5 | PRIMECAP MANAGEMENT CO/CA/ | $626.1M | 3.3M | ▲+2.4% Added · +76K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $587.4M | 3.1M | ▼−5.1% Reduced · −167K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $474.3M | 2.1M | ▲+0.3% Added · +7K sh | Q2 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $378.3M | 2.0M | ▲+88% Added · +932K sh | Q1 2026 | |
| 9 | NORDEA INVESTMENT MANAGEMENT AB | $349.0M | 1.9M | ▼−17% Reduced · −382K sh | Q1 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $286.6M | 1.5M | ▲70× Added · +1.5M sh | Q1 2026 | |
| 11 | Amundi | $231.2M | 1.2M | ▼−18% Reduced · −268K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $220.9M | 1.2M | ▲473× Added · +1.2M sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $207.4M | 1.1M | ▲+215% Added · +747K sh | Q1 2026 | |
| 14 | Impax Asset Management Group plc | $218.3M | 962K | ▲+1.5% Added · +14K sh | Q2 2026 | |
| 15 | VAN ECK ASSOCIATES CORP | Withheld | 937K | ▼−53% Reduced · −1.0M sh | Q1 2026 | |
| 16 | NORGES BANK | $162.8M | 915K | ▲+3.0% Added · +26K sh | Q4 2025 | |
| 17 | Point72 Asset Management, L.P. | $157.5M | 831K | ▲+429% Added · +674K sh | Q1 2026 | |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | $154.7M | 816K | ▲+13% Added · +96K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $154.6M | 816K | ▲+4.0% Added · +31K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $153.3M | 809K | ▲+46% Added · +254K sh | Q1 2026 | |
| 21 | FENIMORE ASSET MANAGEMENT INC | $151.3M | 798K | ▼−2.6% Reduced · −21K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $143.3M | 756K | ▲+1.0% Added · +8K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $137.2M | 724K | ▲+2.3% Added · +17K sh | Q1 2026 | |
| 24 | Fisher Asset Management, LLC | $134.2M | 708K | ▲+8.0% Added · +53K sh | Q1 2026 | |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $132.6M | 700K | ▲+51% Added · +237K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in IEX and 27 added to an existing one, while 30 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 365 funds | $323.6B |
| NVIDIA CORPNVDA | 359 funds | $463.7B |
| AMAZON.COM INCAMZN | 356 funds | $239.8B |
| META PLATFORMS INC-CLASS AMETA | 352 funds | $131.9B |
| ALPHABET INC-CL AGOOGL | 350 funds | $215.4B |
| APPLE INCAAPL | 347 funds | $351.4B |
| JPMORGAN CHASE & COJPM | 346 funds | $83.8B |
| VISA INC-CLASS A SHARESV | 343 funds | $76.6B |
| MASTERCARD INC - AMA | 343 funds | $65.5B |
| ELI LILLY & COLLY | 341 funds | $97.8B |
| BROADCOM INCAVGO | 340 funds | $179.7B |
| PROCTER & GAMBLE CO/THEPG | 337 funds | $34.4B |
Ranked by how many of IEX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Anderson Lisa M | SVP, GC, CAO & Corp Sec | Sell (S) | 385 | $92K |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President, Director | Sell (S) | 10K | $2.3M |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President, Director | Sell (S) | 5K | $1.1M |
| Nov 5, 2025 | Christenson Carl R | Director | Buy (P) | 600 | $102K |
| Aug 7, 2025 | Helmkamp Katrina L | Director | Buy (P) | 3K | $399K |
| Jun 5, 2025 | Mahendra Akhil | Interim CFO | Sell (S) | 250 | $45K |
| Feb 9, 2023 | Grogan William K | SVP, Chief Financial Officer | Sell (S) | 3K | $720K |
| Nov 2, 2022 | SATTERTHWAITE LIVINGSTON | Director | Sell (S) | 3K | $685K |
| Oct 28, 2022 | Grogan William K | SVP, Chief Financial Officer | Sell (S) | 843 | $43K |
| Oct 28, 2022 | Grogan William K | SVP, Chief Financial Officer | Sell (S) | 843 | $43K |
| Oct 28, 2022 | Grogan William K | SVP, Chief Financial Officer | Sell (S) | 843 | $187K |
| Oct 28, 2022 | ASHLEMAN ERIC D | CEO and President, Director | Sell (S) | 9K | $2.1M |
Connected entities for IEX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IEX/capital-change-brief"
Use Arkolith's capital_change_brief for IEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.