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, Q2 2021
Institutional positions in Idex Corp as of Jun 30, 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
- 545
- +15 vs. Q1 2021
- Shares held
- 75.3M
- +1.75M (+2.4%) vs. Q1 2021
- Total value
- $16.5B
- +$1.17B (+7.6%) vs. Q1 2021
- New holders
- 49
- 195 more added
- Sold out
- 34
- 196 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 691 | $17.0B |
| Q1 2026 | 677 | $14.2B |
| Q4 2025 | 630 | $13.7B |
| Q3 2025 | 634 | $12.3B |
| Q2 2025 | 640 | $13.6B |
| Q1 2025 | 639 | $13.6B |
| Q4 2024 | 630 | $15.7B |
| Q3 2024 | 615 | $15.9B |
| Q2 2024 | 632 | $14.8B |
| Q1 2024 | 625 | $17.8B |
| Q4 2023 | 621 | $16.1B |
| Q3 2023 | 620 | $15.5B |
| Q2 2023 | 640 | $15.7B |
| Q1 2023 | 616 | $17.0B |
| Q4 2022 | 616 | $16.6B |
| Q3 2022 | 557 | $14.8B |
| Q2 2022 | 568 | $13.2B |
| Q1 2022 | 577 | $14.3B |
| Q4 2021 | 590 | $17.5B |
| Q3 2021 | 546 | $15.4B |
| Q2 2021 | 545 | $16.5B |
| Q1 2021 | 537 | $15.6B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 3 | $1.00K | 0.00% | −12−80.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $1.00K | 0.00% | +5 | New |
| Ancora Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| PNC Managed Account Solutions, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.98K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| Bellevue Asset Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $2.00K | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 15 | $3.30K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 16 | $4.00K | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $5.00K | 0.00% | +4+22.2% | Added |
| IFP Advisors, Inc | 28 | $6.00K | 0.00% | +1+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 25 | $6.00K | 0.00% | +3+13.6% | Added |
| Valley National Advisers Inc | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 50 | $11.0K | 0.00% | +50 | New |
| Castleview Partners, LLC | 51 | $11.0K | 0.00% | +51 | New |
| BerganKDV Wealth Management, LLC | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 59 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $13.0K | 0.01% | +58 | New |
| Parkside Financial Bank & Trust | 64 | $14.0K | 0.00% | −1−1.5% | Reduced |
| Essex Investment Management Co LLC | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 70 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 69 | $15.2K | 0.00% | +3+4.5% | Added |
| NuWave Investment Management, LLC | 75 | $17.0K | 0.02% | +75 | New |
| Stephenson National Bank & Trust | 84 | $18.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 84 | $18.0K | 0.00% | +13+18.3% | Added |
| SOA Wealth Advisors, LLC. | 84 | $18.0K | 0.00% | +19+29.2% | Added |
| Caldwell Trust Co | 85 | $18.7K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 93 | $20.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 101 | $22.0K | 0.01% | +101 | New |
| Farmers & Merchants Investments Inc | 105 | $23.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $23.0K | 0.00% | +106 | New |
| Fieldpoint Private Securities, LLC | 110 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 123 | $27.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 128 | $28.0K | 0.00% | +12+10.3% | Added |
| Gemmer Asset Management LLC | 141 | $31.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 143 | $31.0K | 0.00% | +90+169.8% | Added |
| Laurel Wealth Advisors LLC | 150 | $33.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 150 | $33.0K | 0.00% | −75−33.3% | Reduced |
| CWM, LLC | 169 | $37.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 187 | $41.0K | 0.01% | +59+46.1% | Added |
| CoreFirst Bank & Trust | 191 | $42.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 207 | $45.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 204 | $45.0K | 0.01% | +5+2.5% | Added |
| Whittier Trust Co | 216 | $48.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 226 | $49.0K | 0.00% | −1,444−86.5% | Reduced |
| Penserra Capital Management LLC | 247 | $54.0K | 0.00% | +63+34.2% | Added |
| Proequities, Inc. | 250 | $55.0K | 0.00% | −4−1.6% | Reduced |
| Tobam | 257 | $57.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $58.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 271 | $60.0K | 0.00% | +27+11.1% | Added |
| Smithfield Trust Co | 277 | $61.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 280 | $62.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 295 | $65.0K | 0.02% | +2+0.7% | Added |
| Signaturefd, LLC | 300 | $66.0K | 0.00% | +17+6.0% | Added |
| Eagle Bay Advisors LLC | 289 | $67.0K | 0.05% | +289 | New |
| West Paces Advisors Inc. | 310 | $68.2K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 333 | $73.0K | 0.14% | +5+1.5% | Added |
| Column Capital Advisors, LLC | 336 | $74.0K | 0.02% | −26−7.2% | Reduced |
| First Horizon Advisors, Inc. | 419 | $92.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 446 | $98.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 473 | $104.0K | 0.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 520 | $114.0K | 0.02% | −50−8.8% | Reduced |
| Standard Family Office LLC | 520 | $114.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 527 | $116.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 529 | $116.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 600 | $132.0K | 0.00% | −31−4.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 605 | $133.0K | 0.01% | +84+16.1% | Added |
| FORA Capital, LLC | 612 | $135.0K | 0.03% | −2,208−78.3% | Reduced |
| FourThought Financial, LLC | 680 | $149.0K | 0.02% | +73+12.0% | Added |
| IndexIQ Advisors LLC | 738 | $162.0K | 0.01% | −38−4.9% | Reduced |
| Meeder Asset Management Inc | 735 | $162.0K | 0.01% | +38+5.5% | Added |
| Federated Hermes, Inc. | 779 | $171.0K | 0.00% | −4,157−84.2% | Reduced |
| State of Wyoming | 797 | $175.0K | 0.11% | +710+816.1% | Added |
| Sentry Investment Management LLC | 833 | $183.0K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 896 | $197.0K | 0.01% | +896 | New |
| Corient Capital Partners, LLC | 919 | $202.0K | 0.01% | +919 | New |
| Belpointe Asset Management LLC | 958 | $211.0K | 0.02% | +45+4.9% | Added |
| O'Shaughnessy Asset Management, LLC | 963 | $212.0K | 0.00% | +23+2.4% | Added |
| Natixis Investment Managers International | 992 | $218.0K | 0.01% | −228−18.7% | Reduced |
| Dearborn Partners LLC | 1,000 | $220.0K | 0.01% | 00.0% | Unchanged |