Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,475,145
+$35,148,279 QoQ
Shares Held
403,063
+35.6% QoQ
Ownership
0.547%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#42
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, 2026HSBC HOLDINGS PLC holds $3,944,101,448 across 37 Specialty Industrial Machinery names. IEX ranks #13 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
698,890 | $821,097,902 | |
| 2 | CMI |
Cummins Inc
|
661,625 | $471,877,562 | |
| 3 | ETN |
Eaton Corp plc
|
831,505 | $354,320,906 | |
| 4 | XYL |
Xylem Inc.
|
2,705,479 | $319,814,669 | |
| 5 | AME |
Ametek Inc/
|
1,250,040 | $302,434,673 | |
| 6 | ROK |
Rockwell Automation, Inc
|
472,888 | $234,117,386 | |
| 7 | PH |
Parker-Hannifin Corp
|
234,789 | $229,651,813 | |
| 8 | DOV |
DOVER Corp
|
941,695 | $211,203,350 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,475,145 | 403,063 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $56,326,866 | 297,161 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $41,671,587 | 234,189 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $41,340,550 | 253,997 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $43,918,831 | 250,150 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $51,804,470 | 286,260 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $78,080,235 | 373,072 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $83,434,493 | 388,972 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $104,447,747 | 519,124 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $72,157,199 | 295,702 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $54,320,921 | 250,200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $62,926,880 | 302,504 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $52,326,906 | 243,087 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $40,606,062 | 175,761 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,547,299 | 142,545 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,616,380 | 68,133 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,222,064 | 67,291 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,165,651 | 63,452 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,530,689 | 74,182 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,272,011 | 93,124 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,490,486 | 88,573 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $27,868,026 | 133,136 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,202,432 | 111,458 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $18,297,727 | 100,311 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,659,237 | 86,429 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,390,231 | 104,194 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||