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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
Captrust Financial Advisors2,976$623.0K0.01%––
LS Investment Advisors, LLC3,011$630.0K0.04%––
Advisors Asset Management, Inc.3,010$630.1K0.01%––
We Are One Seven, LLC3,019$631.0K0.11%––
Mackenzie Financial Corp3,063$641.0K0.00%––
Diversified Trust Co3,079$644.0K0.02%––
Stifel Financial Corp3,086$645.0K0.00%––
Edgestream Partners, L.P.3,132$656.0K0.04%––
Segment Wealth Management, LLC3,221$674.0K0.09%––
Xponance, Inc.3,220$674.0K0.01%––
Bartlett & Co. LLC3,250$680.0K0.01%––
Bartlett & Co. Wealth Management LLC3,250$680.3K0.01%––
First Hawaiian Bank3,302$691.0K0.03%––
Simmons Bank3,355$703.0K0.05%––
Creative Planning3,371$706.0K0.00%––
New England Research & Management, Inc.3,400$712.0K0.39%––
Northwestern Mutual Investment Management Company, LLC3,440$720.0K0.01%––
Fagan Associates, Inc.3,480$728.0K0.17%––
Leonteq Securities AG3,546$742.2K0.05%––
Optimal Asset Management, Inc.123,841$752.0K0.10%––
Permanens Capital L.P.3,650$764.0K0.16%––
Amica Retiree Medical Trust3,663$767.0K0.52%––
LPL Financial LLC3,704$775.0K0.00%––
Farr Miller & Washington LLC3,727$780.0K0.05%––
Quadrature Capital Ltd3,764$788.0K0.04%––
Mission Creek Capital Partners, Inc.3,841$804.0K0.12%––
Stratos Wealth Partners, LTD.3,867$809.0K0.02%––
Cullen/Frost Bankers, Inc.3,893$815.0K0.02%––
BI Asset Management Fondsmaeglerselskab A/S4,042$846.0K0.03%––
Blair William & Co4,087$855.0K0.00%––
Daiwa Securities Group Inc.4,113$861.0K0.01%––
Amalgamated Bank4,118$862.0K0.03%––
Toroso Investments, LLC4,192$877.0K0.04%––
Mount Yale Investment Advisors, LLC4,196$878.0K0.11%––
EULAV Asset Management4,214$882.0K0.02%––
Beck Mack & Oliver LLC4,250$890.0K0.03%––
Blueshift Asset Management, LLC4,314$903.0K0.09%––
Virtue Capital Management, LLC4,361$913.0K0.21%––
Tortoise Capital Advisors, L.L.C.4,367$914.0K0.02%––
MAI Capital Management4,375$916.0K0.02%––
Raymond James Financial Services Advisors, Inc.4,398$921.0K0.00%––
Brinker Capital Investments, LLC4,431$928.0K0.01%––
Kentucky Retirement Systems4,581$959.0K0.05%––
Toews Corp4,600$963.0K0.08%––
Sumitomo Mitsui DS Asset Management Company, Ltd4,660$975.0K0.03%––
North Star Investment Management Corp.4,686$981.0K0.09%––
New Mexico Educational Retirement Board4,700$984.0K0.04%––
Louisiana State Employees Retirement System4,700$984.0K0.03%––
OPSEU Pension Plan Trust Fund4,791$1.00M0.26%––
Duncker Streett & Co Inc4,812$1.01M0.19%––
Bank Julius Baer & Co. Ltd, Zurich4,918$1.03M0.01%––
Los Angeles Capital Management LLC4,928$1.03M0.00%––
Federated Hermes, Inc.4,936$1.03M0.00%––
ING Groep NV5,025$1.05M0.02%––
Y-Intercept (Hong Kong) Ltd5,028$1.06M0.28%––
O'Shares Investment Advisers, LLC5,060$1.06M0.08%––
Peregrine Capital Management LLC5,303$1.11M0.02%––
Duality Advisers, LP5,314$1.11M0.10%––
Caisse de Depot Et Placement du Quebec5,337$1.12M0.00%––
Spectrum Asset Management, Inc. (NB/CA)5,345$1.12M0.34%––
Van Eck Associates Corp5,369$1.12M0.00%––
Occudo Quantitative Strategies LP5,437$1.14M0.25%––
Foyston, Gordon, & Payne Inc5,660$1.19M0.28%––
Pacer Advisors, Inc.5,707$1.20M0.02%––
Maryland State Retirement & Pension System5,760$1.21M0.04%––
Wealthfront Advisers LLC5,925$1.24M0.01%––
Coldstream Capital Management Inc5,987$1.25M0.07%––
BBVA USA Bancshares, Inc.6,000$1.26M0.06%––
Sepio Capital, LP6,202$1.30M0.12%––
Westpac Banking Corp6,301$1.32M0.01%––
Norinchukin Bank, The6,302$1.32M0.02%––
CIBC Asset Management Inc6,455$1.35M0.01%––
Azzad Asset Management Inc6,466$1.35M0.22%––
TownSquare Capital, LLC6,470$1.35M0.05%––
Securian Asset Management, Inc6,501$1.36M0.03%––
HighTower Advisors, LLC6,558$1.37M0.00%––
Commerce Bank6,664$1.39M0.01%––
MML Investors Services, LLC6,714$1.41M0.01%––
Colony Group LLC6,720$1.41M0.03%––
Altshuler Shaham Ltd6,722$1.41M0.01%––
Eagle Asset Management Inc6,776$1.44M0.01%––
Alps Advisors Inc6,925$1.45M0.01%––
Advisor Group Holdings, Inc.7,033$1.47M0.00%––
Sandhill Capital Partners LLC7,157$1.50M0.13%––
Public Sector Pension Investment Board7,175$1.50M0.01%––
CIBC World Markets Corp7,238$1.51M0.01%––
Macquarie Group Ltd7,241$1.51M0.00%––
Bard Associates Inc7,250$1.52M0.55%––
Glenmede Trust Co NA7,283$1.52M0.01%––
First Manhattan Co7,339$1.54M0.01%––
Weld Capital Management LLC7,391$1.55M0.65%––
Bahl & Gaynor Inc7,397$1.55M0.01%––
IFM Investors Pty Ltd7,795$1.63M0.04%––
Henshaw Capital LLC7,800$1.63M0.11%––
Montag A & Associates Inc7,942$1.66M0.09%––
Johnson Investment Counsel Inc7,985$1.67M0.03%––
Candriam Luxembourg S.C.A.8,737$1.67M0.01%––
Heron Bay Capital Management8,065$1.69M1.00%––
Old National Bancorp8,113$1.70M0.07%––
First Republic Investment Management, Inc.8,130$1.70M0.01%––