Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$274,382
+$36,877 QoQ
Shares Held
1,209
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#471
of 677 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,615,001,489 across 46 Specialty Industrial Machinery names. IEX ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,423,712 | $606,672,155 | |
| 2 | CMI |
Cummins Inc
|
593,509 | $423,296,550 | |
| 3 | ITW |
Illinois Tool Works Inc
|
1,520,367 | $411,213,659 | |
| 4 | GEV |
GE Vernova Inc.
|
322,868 | $379,324,696 | |
| 5 | PH |
Parker-Hannifin Corp
|
263,373 | $257,610,396 | |
| 6 | EMR |
Emerson Electric Co
|
817,399 | $117,010,664 | |
| 7 | ROK |
Rockwell Automation, Inc
|
216,168 | $107,020,451 | |
| 8 | NDSN |
Nordson Corp
|
120,159 | $36,250,767 |
All Filings in IEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,382 | 1,209 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $237,505 | 1,253 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $292,888 | 1,646 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $583,818 | 3,587 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,659,837 | 9,454 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $645,700 | 3,568 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,319,363 | 6,304 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,072,285 | 4,999 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,019,480 | 5,067 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,440,204 | 5,902 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $618,110 | 2,847 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $690,209 | 3,318 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $661,923 | 3,075 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,623,112 | 11,354 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,432,854 | 10,655 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $513,614 | 2,570 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $484,406 | 2,667 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $419,504 | 2,188 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $381,891 | 1,616 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $320,771 | 1,550 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $705,478 | 3,206 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $645,959 | 3,086 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $585,646 | 2,940 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $497,431 | 2,727 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $421,332 | 2,666 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||