Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$258,545,293
-$70,993,252 QoQ
Shares Held
1,139,217
-34.5% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#14
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $8,649,039,471 across 31 Specialty Industrial Machinery names. IEX ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,827,266 | $2,909,234,585 | |
| 2 | EMR |
Emerson Electric Co
|
8,464,091 | $1,211,634,624 | |
| 3 | AME |
Ametek Inc/
|
2,994,077 | $724,386,987 | |
| 4 | PH |
Parker-Hannifin Corp
|
681,600 | $666,686,587 | |
| 5 | RRX |
Regal Rexnord Corp
|
2,584,056 | $615,496,293 | |
| 6 | GEV |
GE Vernova Inc.
|
383,942 | $451,078,096 | |
| 7 | DOV |
DOVER Corp
|
1,740,986 | $390,468,338 | |
| 8 | CMI |
Cummins Inc
|
495,047 | $353,072,470 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,545,293 | 1,139,217 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $329,538,545 | 1,738,531 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,012,923,803 | 5,692,502 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,054,347,721 | 6,477,929 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,100,162,523 | 6,266,233 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $914,007,260 | 5,050,601 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $883,119,242 | 4,219,596 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $607,234,269 | 2,830,929 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $273,324,766 | 1,358,473 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $477,975,391 | 1,958,755 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $481,816,154 | 2,219,226 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $464,150,654 | 2,231,279 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $511,453,451 | 2,375,980 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $565,545,495 | 2,447,931 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $641,692,237 | 2,810,372 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $582,435,643 | 2,914,364 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $545,500,092 | 3,003,359 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $595,660,051 | 3,106,765 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $706,398,288 | 2,989,160 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $638,531,598 | 3,085,439 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $709,144,129 | 3,222,650 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $675,229,268 | 3,225,823 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $631,331,729 | 3,169,336 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $587,188,365 | 3,219,058 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $504,026,537 | 3,189,234 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $385,119,317 | 2,788,497 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||