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Idex Corp

IEX
Exchange
NYSE
Industry
Pumps & Pumping Equipment
SEC CIK
0000832101

In the last 90 days, Idex Corp insiders filed 0 open-market purchases and 1 sale; 691 institutions reported holding it in 13F filings for Q2 2026, worth $17.0B in total; Weitz Investment Management is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Idex Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
537
No complete 13F data for Q4 2020
Shares held
74.6M
No complete 13F data for Q4 2020
Total value
$15.6B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting IEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 537 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ1 2021: $15.6B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Idex Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IEX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Longfellow Investment Management Co LLC3$1.00K0.00%––
USA Financial Portformulas Corp7$1.00K0.00%––
Bellevue Asset Management, LLC3$1.00K0.00%––
Sutton Wealth Advisors Inc.8$1.68K0.00%––
Raffa Wealth Management, LLC9$1.88K0.00%––
Assetmark, Inc9$2.00K0.00%––
Glassman Wealth Services11$2.00K0.00%––
Zions Bancorporation, N.A.9$2.00K0.00%––
Meridian Wealth Partners, LLC8$2.00K0.00%––
Evoke Wealth, LLC9$2.00K0.00%––
Concord Wealth Partners8$2.00K0.00%––
KB Financial Partners, LLC9$2.00K0.00%––
Ameritas Investment Company, LLC12$2.51K0.00%––
Clearstead Advisors, LLC15$3.00K0.00%––
International Assets Investment Management, LLC15$3.00K0.00%––
Global Financial Private Client, LLC15$3.18K0.00%––
Brown Brothers Harriman & Co18$4.00K0.00%––
Jones Financial Companies LLLP19$4.00K0.00%––
Enterprise Financial Services Corp17$4.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.18$4.00K0.00%––
Wealthcare Capital Management LLC19$4.00K0.00%––
Patriot Financial Group Insurance Agency, LLC19$4.00K0.00%––
Northwestern Mutual Wealth Management Co22$5.00K0.00%––
Wealthcare Advisory Partners LLC25$5.00K0.00%––
Prestige Wealth Management Group LLC24$5.00K0.00%––
IFP Advisors, Inc27$6.00K0.00%––
Atlas Private Wealth Advisors30$6.00K0.00%––
Spire Wealth Management32$7.00K0.00%––
Valley National Advisers Inc38$8.00K0.00%––
Creative Financial Designs Inc40$8.00K0.00%––
Earnest Partners LLC39$8.00K0.00%––
Geneos Wealth Management Inc.38$8.00K0.00%––
Delta Asset Management LLC45$9.00K0.00%––
Sun Life Financial INC45$9.00K0.00%––
TCI Wealth Advisors, Inc.45$9.00K0.00%––
Versant Capital Management, Inc41$9.00K0.00%––
Exchange Traded Concepts, LLC47$10.0K0.00%––
FormulaFolio Investments, LLC49$11.0K0.00%––
Trustcore Financial Services, LLC53$11.0K0.00%––
Tarbox Family Office, Inc.59$12.0K0.00%––
BerganKDV Wealth Management, LLC55$12.0K0.00%––
Essex Investment Management Co LLC62$13.0K0.00%––
SOA Wealth Advisors, LLC.65$13.0K0.00%––
TD Private Client Wealth LLC66$13.8K0.00%––
Parkside Financial Bank & Trust65$14.0K0.00%––
Steward Partners Investment Advisory, LLC71$14.9K0.00%––
City Holding Co70$15.0K0.00%––
Caldwell Trust Co85$17.8K0.00%––
Stephenson National Bank & Trust84$18.0K0.01%––
IMA Wealth, Inc.88$18.0K0.00%––
State of Wyoming87$18.0K0.03%––
Oakworth Capital, Inc.93$19.0K0.00%––
Farmers & Merchants Investments Inc105$22.0K0.00%––
Fieldpoint Private Securities, LLC110$23.0K0.01%––
Harbour Investments, Inc.116$24.0K0.00%––
Pinnacle Bancorp, Inc.123$26.0K0.01%––
Berman Capital Advisors, LLC128$26.0K0.01%––
Gemmer Asset Management LLC141$30.0K0.00%––
Laurel Wealth Advisors LLC150$31.0K0.01%––
ShoreHaven Wealth Partners, LLC150$31.0K0.02%––
CWM, LLC169$37.0K0.00%––
Penserra Capital Management LLC184$38.0K0.00%––
CoreFirst Bank & Trust191$40.0K0.03%––
Lindbrook Capital, LLC199$42.0K0.01%––
First Horizon Corp207$43.0K0.00%––
Whittier Trust Co216$45.0K0.00%––
Brewin Dolphin Ltd225$47.1K0.00%––
Parallel Advisors, LLC244$51.0K0.00%––
Proequities, Inc.254$53.0K0.00%––
Tobam257$54.0K0.00%––
Anchor Investment Management, LLC267$55.9K0.01%––
CSat Investment Advisory, L.P.272$57.0K0.05%––
Smithfield Trust Co277$58.0K0.00%––
Whittier Trust Co of Nevada Inc280$59.0K0.00%––
Signaturefd, LLC283$59.0K0.00%––
JJJ Advisors Inc.293$61.0K0.02%––
Allred Capital Management, LLC310$64.9K0.03%––
West Paces Advisors Inc.310$64.9K0.03%––
Newfound Research LLC328$69.0K0.16%––
Column Capital Advisors, LLC362$76.0K0.02%––
First Horizon Advisors, Inc.419$87.0K0.01%––
Central Trust Co446$93.0K0.00%––
Dougherty Wealth Advisers LLC473$99.0K0.15%––
Benjamin F. Edwards & Company, Inc.521$109.0K0.01%––
Standard Family Office LLC520$109.0K0.03%––
Acadian Asset Management LLC527$110.0K0.00%––
Federation des caisses Desjardins du Quebec529$110.8K0.00%––
Quadrant Capital Group LLC570$119.0K0.02%––
FourThought Financial, LLC607$127.0K0.02%––
Huntington National Bank631$132.0K0.00%––
Meeder Asset Management Inc697$146.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt700$147.0K0.01%––
IndexIQ Advisors LLC776$162.0K0.01%––
Sentry Investment Management LLC833$174.0K0.05%––
Healthcare of Ontario Pension Plan Trust Fund895$187.0K0.00%––
Belpointe Asset Management LLC913$191.0K0.02%––
O'Shaughnessy Asset Management, LLC940$197.0K0.00%––
Cetera Investment Advisers956$200.0K0.00%––
Kepos Capital LP991$207.0K0.01%––
Cooper Financial Group992$208.0K0.05%––