IDEX Corporation
US ˙ NYSE ˙ US45167R1041

SecurityIEX / IDEX Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership3,099,129 shares
Latest Disclosed Value $ 587,440,747
Morgan Stanley reports 5.12% decrease in ownership of IEX / IDEX Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 3,099,129 shares of IDEX Corporation (US:IEX) valued at $587,439,902 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,266,370 shares of IDEX Corporation. This represents a change in shares of -5.12% during the quarter. The current value of the position is $667,397,430 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F IDEX COM 45167R104 3,099,129 -167,241 -5.12 587,441 1.07 0.0354
2026-05-27 2025-12-31 13F/A-1 IDEX COM 45167R104 3,266,370 -104,372 -3.10 581,218 5.94 0.0347
2026-02-13 2025-12-31 13F IDEX COM 45167R104 3,266,370 -104,372 581,218 0.0347
2026-05-27 2025-09-30 13F/A-1 IDEX COM 45167R104 3,370,742 237,281 7.57 548,622 -0.28 0.0332
2025-11-14 2025-09-30 13F IDEX COM 45167R104 3,370,742 237,281 548,622 0.0332
2025-08-15 2025-06-30 13F IDEX COM 45167R104 3,133,461 -27,819 -0.88 550,142 -3.84 0.0358
2025-05-15 2025-03-31 13F IDEX COM 45167R104 3,161,280 391,408 14.13 572,098 -1.31 0.0409
2025-05-15 2024-12-31 13F/A-1 IDEX COM 45167R104 2,769,872 -123,107 -4.26 579,707 -6.58 0.0406
2025-02-14 2024-12-31 13F IDEX COM 45167R104 2,769,872 -123,107 579,707 0.0406
2025-05-14 2024-09-30 13F/A-2 IDEX COM 45167R104 2,892,979 174,096 6.40 620,545 13.44 0.0450
2025-02-14 2024-09-30 13F/A-1 IDEX COM 45167R104 2,892,979 174,096 620,545 0.0450
2024-11-14 2024-09-30 13F IDEX COM 45167R104 2,892,979 174,096 620,545 0.0053
2025-05-14 2024-06-30 13F/A-2 IDEX COM 45167R104 2,718,883 428,413 18.70 547,040 -2.13 0.0423
2024-10-17 2024-06-30 13F/A-1 IDEX COM 45167R104 2,718,883 428,413 547,040 0.0423
2024-08-14 2024-06-30 13F IDEX COM 45167R104 2,718,883 428,413 547,040 0.0423
2024-10-17 2024-03-31 13F/A-2 IDEX COM 45167R104 2,290,470 -225,660 -8.97 558,921 2.31 0.0448
2024-08-16 2024-03-31 13F/A-1 IDEX COM 45167R104 2,290,470 -225,660 558,921 0.0053
2024-05-15 2024-03-31 13F IDEX COM 45167R104 2,290,470 -225,660 558,921 0.0449
2024-08-16 2023-12-31 13F/A-1 IDEX COM 45167R104 2,516,130 261,937 11.62 546,278 16.50 0.0481
2024-02-13 2023-12-31 13F IDEX COM 45167R104 2,516,130 261,937 546,278 0.0481
2023-11-15 2023-09-30 13F IDEX COM 45167R104 2,254,193 -60,765 -2.62 468,918 -5.90 0.0477
2023-08-14 2023-06-30 13F IDEX COM 45167R104 2,314,958 185,621 8.72 498,318 1.30 0.0491
2023-05-15 2023-03-31 13F IDEX COM 45167R104 2,129,337 -21,997 -1.02 491,941 0.15 0.0527
2023-02-14 2022-12-31 13F IDEX COM 45167R104 2,151,334 1,576,263 274.10 491,214 327.40 0.0558
2022-11-14 2022-09-30 13F IDEX COM 45167R104 575,071 44,809 8.45 114,930 19.33 0.0157
2022-10-27 2022-06-30 13F/A-1 IDEX COM 45167R104 530,262 284,358 115.64 96,311 104.28 0.0125
2022-08-15 2022-06-30 13F IDEX COM 45167R104 530,262 284,358 96,311 0.0025
2022-10-27 2022-03-31 13F/A-1 IDEX COM 45167R104 245,904 34,535 16.34 47,147 -5.61 0.0064
2022-05-13 2022-03-31 13F IDEX COM 45167R104 245,904 34,535 47,147 0.0064
2022-02-14 2021-12-31 13F IDEX COM 45167R104 211,369 36,353 20.77 49,951 37.91 0.0062
2021-11-15 2021-09-30 13F IDEX COM 45167R104 175,016 -32,953 -15.85 36,220 -20.85 0.0049
2021-08-23 2021-06-30 13F/A-1 IDEX COM 45167R104 207,969 -43,831 -17.41 45,764 -13.17 0.0060
2021-08-16 2021-06-30 13F IDEX COM 45167R104 207,969 -43,831 45,764 0.0013
2021-05-17 2021-03-31 13F IDEX COM 45167R104 251,800 -6,491 -2.51 52,708 2.45 0.0077
2021-02-16 2020-12-31 13F IDEX COM 45167R104 258,291 103,034 66.36 51,450 81.67 0.0079
2020-11-13 2020-09-30 13F IDEX COM 45167R104 155,257 22,430 16.89 28,321 34.91 0.0055
2020-08-14 2020-06-30 13F IDEX COM 45167R104 132,827 69,476 109.67 20,992 139.91 0.0046
2020-05-26 2020-03-31 13F/A-1 IDEX COM 45167R104 63,351 -86,803 -57.81 8,750 -66.12 0.0024
2020-05-15 2020-03-31 13F IDEX COM 45167R104 63,351 -86,803 8,750 672.1824
2020-02-14 2019-12-31 13F IDEX COM 45167R104 150,154 -18,130 -10.77 25,827 -6.35 0.0060
2019-11-14 2019-09-30 13F IDEX COM 45167R104 168,284 72,322 75.37 27,579 66.95 0.0073
2019-08-14 2019-06-30 13F IDEX COM 45167R104 95,962 49,409 106.13 16,519 133.85 0.0044
2019-05-15 2019-03-31 13F IDEX COM 45167R104 46,553 -82,419 -63.90 7,064 -56.62 0.0020
2019-02-14 2018-12-31 13F IDEX COM 45167R104 128,972 -197,462 -60.49 16,284 -66.89 0.0049
2019-04-23 2018-09-30 13F/A-2 IDEX COM 45167R104 326,434 80,558 32.76 49,181 46.56 0.0123
2018-11-20 2018-09-30 13F/A-1 IDEX COM 45167R104 326,434 0 49,181 0.0123
2018-11-14 2018-09-30 13F IDEX COM 45167R104 326,434 80,558 49,181
2019-04-23 2018-06-30 13F/A-1 IDEX COM 45167R104 245,876 -26,012 -9.57 33,557 -13.40 0.0091
2018-08-14 2018-06-30 13F IDEX COM 45167R104 245,876 -26,012 33,557
2019-04-23 2018-03-31 13F/A-1 IDEX COM 45167R104 271,888 13,313 5.15 38,748 13.55 0.0108
2018-05-14 2018-03-31 13F IDEX COM 45167R104 271,888 13,313 38,748
2019-04-23 2017-12-31 13F/A-1 IDEX COM 45167R104 258,575 -26,969 -9.44 34,124 -1.61 0.0093
2018-02-14 2017-12-31 13F IDEX COM 45167R104 258,575 -26,969 34,124
2017-11-14 2017-09-30 13F IDEX COM 45167R104 285,544 146,388 105.20 34,684 120.55 0.0104
2017-08-11 2017-06-30 13F IDEX COM 45167R104 139,156 -129,305 -48.17 15,726 -37.36 0.0048
2017-05-22 2017-03-31 13F/A-1 IDEX COM 45167R104 268,461 26,955 11.16 25,104 15.42 0.0077
2017-05-12 2017-03-31 13F IDEX COM 45167R104 268,461 25,104
2017-02-22 2016-12-31 13F/A-1 IDEX COM 45167R104 241,506 44,308 22.47 21,751 17.88 0.0071
2017-02-13 2016-12-31 13F IDEX COM 45167R104 241,506 21,751
2016-11-10 2016-09-30 13F IDEX COM 45167R104 197,198 -7,061 -3.46 18,452 10.02 0.0063
2016-08-12 2016-06-30 13F IDEX COM 45167R104 204,259 96,919 90.29 16,771 88.52 0.0061
2016-05-12 2016-03-31 13F IDEX COM 45167R104 107,340 38,040 54.89 8,896 67.60 0.0034
2016-02-09 2015-12-31 13F IDEX COM 45167R104 69,300 53,739 345.34 5,308 378.20 0.0019
2016-02-08 2015-09-30 13F/A-1 IDEX COM 45167R104 15,561 -70,025 -81.82 1,110 -83.50 0.0004
2015-11-09 2015-09-30 13F IDEX COM 45167R104 15,561 1,110
2015-08-12 2015-06-30 13F IDEX COM 45167R104 85,586 17,708 26.09 6,726 30.68 0.0023
2015-05-14 2015-03-31 13F IDEX COM 45167R104 67,878 32,356 91.09 5,147 86.15 0.0019
2015-02-13 2014-12-31 13F IDEX COM 45167R104 35,522 -208,599 -85.45 2,765 -84.35 0.0010
2014-12-16 2014-09-30 13F/A-1 IDEX COM 45167R104 244,121 -11,189 -4.38 17,667 -5.07 0.0068
2014-11-14 2014-09-30 13F IDEX COM 45167R104 244,121 17,667
2014-05-13 2014-03-31 13F IDEX COM 45167R104 255,310 168,772 195.03 18,610 191.19 0.0078
2014-02-13 2013-12-31 13F IDEX COM 45167R104 86,538 42,027 94.42 6,391 120.08 0.0027
2013-11-13 2013-09-30 13F IDEX CORP COM ST COM 45167R104 44,511 -132,328 -74.83 2,904 -69.48 0.0014
2013-08-08 2013-06-30 13F IDEX CORP COM ST COM 45167R104 176,839 176,839 9,516 0.0048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.