Position in IEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,055,481
+$9,455,032 QoQ
Shares Held
180,901
+8.5% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#71
of 677 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, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $3,292,057,075 across 43 Specialty Industrial Machinery names. IEX ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
669,232 | $786,253,907 | |
| 2 | OTIS |
Otis Worldwide Corp
|
5,918,140 | $423,738,824 | |
| 3 | ETN |
Eaton Corp plc
|
949,877 | $404,761,587 | |
| 4 | PH |
Parker-Hannifin Corp
|
312,525 | $305,686,953 | |
| 5 | CMI |
Cummins Inc
|
348,555 | $248,592,911 | |
| 6 | EMR |
Emerson Electric Co
|
1,404,816 | $201,099,410 | |
| 7 | ROK |
Rockwell Automation, Inc
|
388,222 | $192,200,947 | |
| 8 | ITW |
Illinois Tool Works Inc
|
668,224 | $180,734,545 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,055,481 | 180,901 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $31,600,449 | 166,713 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $28,562,928 | 160,520 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $25,003,028 | 153,619 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $24,894,597 | 141,793 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $24,036,978 | 132,823 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $24,198,319 | 115,621 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $24,800,704 | 115,621 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $19,904,716 | 98,930 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $22,390,055 | 91,755 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $16,523,156 | 76,105 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $14,077,753 | 67,675 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $14,077,573 | 65,398 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $13,345,678 | 57,766 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $12,101,033 | 52,998 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $9,694,723 | 48,510 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $7,960,842 | 43,830 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $7,505,846 | 39,148 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $8,838,368 | 37,400 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $6,362,677 | 30,745 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $6,083,722 | 27,647 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $5,093,592 | 24,334 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $4,351,922 | 21,847 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,821,854 | 20,952 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $2,701,061 | 17,091 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $2,272,461 | 16,454 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||