Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,823,988
-$1,326,405 QoQ
Shares Held
25,662
-32.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $8,459,523,398 across 64 Specialty Industrial Machinery names. IEX ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
9,761,725 | $1,397,390,932 | |
| 2 | ETN |
Eaton Corp plc
|
3,135,220 | $1,335,979,945 | |
| 3 | GEV |
GE Vernova Inc.
|
1,087,329 | $1,277,459,346 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,367,704 | $1,181,332,898 | |
| 5 | PH |
Parker-Hannifin Corp
|
878,078 | $858,865,651 | |
| 6 | CMI |
Cummins Inc
|
726,452 | $518,112,828 | |
| 7 | DOV |
DOVER Corp
|
1,973,321 | $442,576,431 | |
| 8 | XYL |
Xylem Inc.
|
1,839,680 | $217,468,570 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,823,988 | 25,662 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,150,393 | 37,723 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,329,078 | 18,709 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,259,592 | 20,027 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,769,439 | 15,774 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,872,535 | 15,873 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,791,496 | 18,116 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,385,231 | 48,416 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,983,341 | 49,619 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,055,306 | 57,599 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $6,656,374 | 30,659 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,845,728 | 32,909 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,280,894 | 61,697 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $12,996,822 | 56,256 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,302,132 | 62,638 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,001,340 | 55,048 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,195,742 | 50,629 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,657,245 | 81,663 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $20,400,086 | 86,324 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $35,401,072 | 171,061 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,446,159 | 179,260 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $36,978,470 | 176,660 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $42,048,528 | 211,087 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $35,932,759 | 196,989 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $29,035,104 | 183,720 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $32,580,837 | 235,905 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||