Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$192,827,839
+$38,244,319 QoQ
Shares Held
849,649
+4.2% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#19
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 19%
None 2%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,217,705,000 across 55 Specialty Industrial Machinery names. IEX ranks #20 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,240,206 | $884,527,319 | |
| 2 | GEV |
GE Vernova Inc.
|
616,399 | $724,182,527 | |
| 3 | EMR |
Emerson Electric Co
|
4,270,506 | $611,322,932 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,228,668 | $602,787,832 | |
| 5 | ETN |
Eaton Corp plc
|
1,200,251 | $511,450,953 | |
| 6 | AME |
Ametek Inc/
|
2,110,807 | $510,688,644 | |
| 7 | RRX |
Regal Rexnord Corp
|
2,018,711 | $480,836,771 | |
| 8 | PH |
Parker-Hannifin Corp
|
467,373 | $457,146,875 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,827,839 | 849,649 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $154,583,520 | 815,529 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $139,567,948 | 784,354 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $100,939,680 | 620,175 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $105,795,670 | 602,584 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $124,001,727 | 685,206 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $134,095,659 | 640,717 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $121,659,465 | 567,177 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $94,699,204 | 470,672 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $95,685,365 | 392,121 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $80,171,773 | 369,268 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $72,491,432 | 348,483 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $74,635,590 | 346,723 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $79,015,492 | 342,014 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $79,918,693 | 350,014 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $70,249,071 | 351,509 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $63,172,547 | 347,809 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $67,273,455 | 350,876 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $82,737,995 | 350,110 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $75,039,242 | 362,596 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $81,851,558 | 371,968 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $80,169,978 | 383,002 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $75,861,336 | 380,830 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $67,205,863 | 368,433 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $61,073,451 | 386,443 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $53,131,469 | 384,704 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||