Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$160,310,217
+$7,030,421 QoQ
Shares Held
706,368
-12.6% QoQ
Ownership
0.958%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#27
of 665 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)
Derivatives in IEX
reported options exposure · as of Jun 30, 2026CallValue
$1,838,295
CallShares
8,100
PutValue
$7,965,945
PutShares
35,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CITADEL ADVISORS LLC holds $2,233,685,848 across 63 Specialty Industrial Machinery names. IEX ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
285,363 | $279,119,257 | |
| 2 | AME |
Ametek Inc/
|
1,117,983 | $270,484,806 | |
| 3 | GEV |
GE Vernova Inc.
|
145,490 | $170,930,380 | |
| 4 | IEX |
Idex Corp /De/
This page
|
706,368 | $160,310,217 | |
| 5 | INIO |
Innio N.V.
|
3,784,191 | $149,664,754 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,953,085 | $139,840,886 | |
| 7 | CMI |
Cummins Inc
|
149,683 | $106,755,411 | |
| 8 | PNR |
PENTAIR plc
|
1,367,489 | $104,831,706 |
All Filings in IEX
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,965,945 | 35,100 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $160,310,217 | 706,368 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $1,838,295 | 8,100 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $2,179,825 | 11,500 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $153,279,796 | 808,651 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,255,645 | 11,900 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $249,116 | 1,400 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $98,724,848 | 554,821 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $658,378 | 3,700 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $1,676,428 | 10,300 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $374,348 | 2,300 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $54,841,167 | 336,945 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,885,748 | 90,481 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $316,026 | 1,800 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $298,469 | 1,700 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $1,158,208 | 6,400 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $2,674,374 | 14,778 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $144,776 | 800 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $1,234,811 | 5,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $87,008,340 | 415,731 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $586,012 | 2,800 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $364,650 | 1,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $17,444,856 | 81,328 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,415,700 | 6,600 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $32,478,911 | 161,426 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,166,960 | 5,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $201,200 | 1,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $1,146,894 | 4,700 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $488,040 | 2,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $846,729 | 3,900 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $54,813,109 | 252,467 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $825,018 | 3,800 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $728,070 | 3,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $4,416,056 | 21,229 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,830,576 | 8,800 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $258,312 | 1,200 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $51,608,584 | 239,750 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $365,942 | 1,700 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $374,961 | 1,623 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $808,605 | 3,500 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $161,721 | 700 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $2,762,793 | 12,100 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $546,850 | 2,395 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $753,489 | 3,300 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $2,398,200 | 12,000 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $1,039,220 | 5,200 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $4,737,843 | 23,707 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,390,895 | 205,863 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $1,834,463 | 10,100 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $24,138,627 | 132,900 | Put | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||