Position in IEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$563,530
+$30,957 QoQ
Shares Held
2,973
-0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31%
Shared 69%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $7,396,342,084 across 25 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,880,412 | $2,079,641,157 | |
| 2 | GEV |
GE Vernova Inc.
|
1,551,035 | $1,822,248,976 | |
| 3 | ITW |
Illinois Tool Works Inc
|
2,578,238 | $697,336,030 | |
| 4 | EMR |
Emerson Electric Co
|
3,017,999 | $432,026,553 | |
| 5 | IR |
Ingersoll Rand Inc.
|
4,301,093 | $352,646,613 | |
| 6 | AME |
Ametek Inc/
|
1,445,401 | $349,700,316 | |
| 7 | OTIS |
Otis Worldwide Corp
|
4,103,431 | $293,805,657 | |
| 8 | PNR |
PENTAIR plc
|
3,287,263 | $252,001,578 |
All Filings in IEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $563,530 | 2,973 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $532,573 | 2,993 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $479,653 | 2,947 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,688,291 | 32,399 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,300,931 | 23,766 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,562,310 | 21,799 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,628,054 | 7,590 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,089,150 | 25,294 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,972,631 | 24,476 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,200,461 | 37,771 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $126,275,624 | 607,036 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $240,756,252 | 1,118,444 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $323,153,208 | 1,398,750 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $317,993,588 | 1,392,693 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $275,043,758 | 1,376,251 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $249,703,467 | 1,374,792 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $234,370,940 | 1,222,401 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $317,355,542 | 1,342,906 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $274,425,010 | 1,326,045 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $295,534,629 | 1,343,034 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $253,831,057 | 1,212,646 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $228,533,992 | 1,147,259 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $163,685,064 | 897,347 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,835,110 | 176,127 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $25,402,570 | 183,930 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||