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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
United Capital Financial Advisers, LLC1,344$281.0K0.00%––
American Portfolios Advisors1,338$280.1K0.01%––
Quantbot Technologies LP1,342$280.0K0.03%––
Gateway Investment Advisers LLC1,330$278.0K0.00%––
Marble Harbor Investment Counsel, LLC1,311$275.0K0.04%––
Rafferty Asset Management, LLC1,312$275.0K0.00%––
Canandaigua National Corp1,296$271.0K0.05%––
Stock Yards Bank & Trust Co1,274$267.0K0.02%––
Checchi Capital Advisers, LLC1,269$266.0K0.04%––
Lakeview Capital Partners, LLC1,270$266.0K0.11%––
RMR Wealth Builders1,268$265.0K0.07%––
Legacy Wealth Asset Management, LLC1,265$265.0K0.12%––
Procyon Private Wealth Partners, LLC1,249$261.0K0.12%––
Natixis Investment Managers International1,220$255.0K0.02%––
Covenant Partners, LLC1,186$248.0K0.10%––
Ci Investments Inc.1,177$246.0K0.00%––
YHB Investment Advisors, Inc.1,115$246.0K0.02%––
Raymond James Trust N.A.1,159$243.0K0.01%––
Hilltop Holdings Inc.1,163$243.0K0.03%––
Zeke Capital Advisors, LLC1,145$240.0K0.02%––
Kestra Advisory Services, LLC1,149$240.0K0.00%––
Fifth Third Bancorp1,139$238.0K0.00%––
NEXT Financial Group, Inc1,138$238.0K0.02%––
Polar Asset Management Partners Inc.1,128$236.0K0.00%––
Harvey Capital Management Inc1,125$235.0K0.09%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,119$234.2K0.00%––
Park Avenue Securities LLC1,109$232.0K0.01%––
American Century Companies Inc1,105$231.0K0.00%––
Grandfield & Dodd, LLC1,112$230.0K0.02%––
Private Advisor Group, LLC1,097$230.0K0.00%––
Ameritas Investment Partners, Inc.1,050$220.0K0.01%––
OneAscent Financial Services LLC1,052$220.0K0.22%––
TRUE Private Wealth Advisors1,038$217.0K0.04%––
Profund Advisors LLC1,033$216.0K0.01%––
Cobblestone Capital Advisors LLC1,012$212.0K0.02%––
Dearborn Partners LLC1,000$209.0K0.01%––
Signature Wealth Management Partners, LLC1,000$209.0K0.20%––
Cooper Financial Group992$208.0K0.05%––
Kepos Capital LP991$207.0K0.01%––
Cetera Investment Advisers956$200.0K0.00%––
O'Shaughnessy Asset Management, LLC940$197.0K0.00%––
Belpointe Asset Management LLC913$191.0K0.02%––
Healthcare of Ontario Pension Plan Trust Fund895$187.0K0.00%––
Sentry Investment Management LLC833$174.0K0.05%––
IndexIQ Advisors LLC776$162.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt700$147.0K0.01%––
Meeder Asset Management Inc697$146.0K0.01%––
Huntington National Bank631$132.0K0.00%––
FourThought Financial, LLC607$127.0K0.02%––
Quadrant Capital Group LLC570$119.0K0.02%––
Federation des caisses Desjardins du Quebec529$110.8K0.00%––
Acadian Asset Management LLC527$110.0K0.00%––
Benjamin F. Edwards & Company, Inc.521$109.0K0.01%––
Standard Family Office LLC520$109.0K0.03%––
Dougherty Wealth Advisers LLC473$99.0K0.15%––
Central Trust Co446$93.0K0.00%––
First Horizon Advisors, Inc.419$87.0K0.01%––
Column Capital Advisors, LLC362$76.0K0.02%––
Newfound Research LLC328$69.0K0.16%––
Allred Capital Management, LLC310$64.9K0.03%––
West Paces Advisors Inc.310$64.9K0.03%––
JJJ Advisors Inc.293$61.0K0.02%––
Whittier Trust Co of Nevada Inc280$59.0K0.00%––
Signaturefd, LLC283$59.0K0.00%––
Smithfield Trust Co277$58.0K0.00%––
CSat Investment Advisory, L.P.272$57.0K0.05%––
Anchor Investment Management, LLC267$55.9K0.01%––
Tobam257$54.0K0.00%––
Proequities, Inc.254$53.0K0.00%––
Parallel Advisors, LLC244$51.0K0.00%––
Brewin Dolphin Ltd225$47.1K0.00%––
Whittier Trust Co216$45.0K0.00%––
First Horizon Corp207$43.0K0.00%––
Lindbrook Capital, LLC199$42.0K0.01%––
CoreFirst Bank & Trust191$40.0K0.03%––
Penserra Capital Management LLC184$38.0K0.00%––
CWM, LLC169$37.0K0.00%––
Laurel Wealth Advisors LLC150$31.0K0.01%––
ShoreHaven Wealth Partners, LLC150$31.0K0.02%––
Gemmer Asset Management LLC141$30.0K0.00%––
Pinnacle Bancorp, Inc.123$26.0K0.01%––
Berman Capital Advisors, LLC128$26.0K0.01%––
Harbour Investments, Inc.116$24.0K0.00%––
Fieldpoint Private Securities, LLC110$23.0K0.01%––
Farmers & Merchants Investments Inc105$22.0K0.00%––
Oakworth Capital, Inc.93$19.0K0.00%––
Stephenson National Bank & Trust84$18.0K0.01%––
IMA Wealth, Inc.88$18.0K0.00%––
State of Wyoming87$18.0K0.03%––
Caldwell Trust Co85$17.8K0.00%––
City Holding Co70$15.0K0.00%––
Steward Partners Investment Advisory, LLC71$14.9K0.00%––
Parkside Financial Bank & Trust65$14.0K0.00%––
TD Private Client Wealth LLC66$13.8K0.00%––
Essex Investment Management Co LLC62$13.0K0.00%––
SOA Wealth Advisors, LLC.65$13.0K0.00%––
Tarbox Family Office, Inc.59$12.0K0.00%––
BerganKDV Wealth Management, LLC55$12.0K0.00%––
FormulaFolio Investments, LLC49$11.0K0.00%––
Trustcore Financial Services, LLC53$11.0K0.00%––