Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,729,508
+$2,546,182 QoQ
Shares Held
64,902
+1.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#133
of 681 holders
Holding Since
Mar 2020
26 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, 2026AVIVA PLC holds $1,181,769,021 across 22 Specialty Industrial Machinery names. IEX ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
242,333 | $284,707,348 | |
| 2 | ETN |
Eaton Corp plc
|
341,701 | $145,605,630 | |
| 3 | XYL |
Xylem Inc.
|
1,162,165 | $137,379,524 | |
| 4 | PH |
Parker-Hannifin Corp
|
111,614 | $109,171,885 | |
| 5 | CMI |
Cummins Inc
|
149,582 | $106,683,378 | |
| 6 | AME |
Ametek Inc/
|
319,689 | $77,345,556 | |
| 7 | EMR |
Emerson Electric Co
|
492,030 | $70,434,094 | |
| 8 | ITW |
Illinois Tool Works Inc
|
243,167 | $65,769,378 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,729,508 | 64,902 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,183,326 | 64,275 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $11,139,044 | 62,600 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $9,668,432 | 59,403 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,783,813 | 55,726 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $9,454,234 | 52,242 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,611,433 | 45,924 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,750,733 | 82,754 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,336,031 | 81,193 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $16,900,825 | 69,260 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $11,614,950 | 53,498 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,648,015 | 41,573 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,621,065 | 35,404 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $27,344,941 | 118,361 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,786,533 | 117,315 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,355,324 | 81,838 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,473,477 | 90,698 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $14,529,874 | 75,783 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,133,768 | 38,650 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $8,282,966 | 40,024 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,435,929 | 33,792 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $6,595,882 | 31,511 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,619,216 | 33,229 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,732,205 | 36,907 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,301,686 | 39,874 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,414,849 | 53,688 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||