Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,469,669
+$2,458,676 QoQ
Shares Held
10,882
+18662.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#261
of 681 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WHITTIER TRUST CO holds $64,536,484 across 30 Specialty Industrial Machinery names. IEX ranks #11 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
83,692 | $11,980,509 | |
| 2 | AME |
Ametek Inc/
|
36,780 | $8,898,552 | |
| 3 | ITW |
Illinois Tool Works Inc
|
31,085 | $8,407,559 | |
| 4 | CR |
Crane Co
|
23,539 | $5,250,844 | |
| 5 | DCI |
DONALDSON Co INC
|
48,001 | $4,309,049 | |
| 6 | ITT |
Itt Inc.
|
21,505 | $4,252,828 | |
| 7 | FLS |
Flowserve Corp
|
54,441 | $4,037,343 | |
| 8 | PH |
Parker-Hannifin Corp
|
3,218 | $3,147,590 |
All Filings in IEX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,469,669 | 10,882 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,993 | 58 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $37,189 | 209 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $34,016 | 209 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $36,694 | 209 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $37,822 | 209 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $43,741 | 209 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $44,830 | 209 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $42,050 | 209 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $36,847 | 151 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $32,783 | 151 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $32,451 | 156 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $32,504 | 151 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $34,885 | 151 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $34,477 | 151 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $30,177 | 151 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $27,426 | 151 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $28,951 | 151 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $35,684 | 151 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $31,249 | 151 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $47,530 | 216 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $45,213 | 216 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $12,948 | 65 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||