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 |
|---|---|---|---|---|---|
| Signature Wealth Management Partners, LLC | 1,000 | $220.0K | 0.20% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,012 | $222.0K | 0.03% | −26−2.5% | Reduced |
| Cobblestone Capital Advisors LLC | 1,012 | $223.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,050 | $231.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,057 | $233.0K | 0.03% | −106−9.1% | Reduced |
| Cooper Financial Group | 1,065 | $234.0K | 0.05% | +73+7.4% | Added |
| Pathstone Family Office, LLC | 1,062 | $234.0K | 0.01% | +1,062 | New |
| Profund Advisors LLC | 1,077 | $235.0K | 0.01% | +44+4.3% | Added |
| Beacon Pointe Advisors, LLC | 1,076 | $237.0K | 0.01% | +1,076 | New |
| Grandfield & Dodd, LLC | 1,112 | $240.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,100 | $242.0K | 0.00% | +1,100 | New |
| YHB Investment Advisors, Inc. | 1,115 | $245.0K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,119 | $246.2K | 0.00% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 1,125 | $247.0K | 0.08% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,134 | $249.0K | 0.01% | −25−2.2% | Reduced |
| NEXT Financial Group, Inc | 1,128 | $249.0K | 0.02% | −10−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,158 | $255.0K | 0.06% | −3,870−77.0% | Reduced |
| Fifth Third Bancorp | 1,159 | $255.0K | 0.00% | +20+1.8% | Added |
| Kestra Advisory Services, LLC | 1,175 | $259.0K | 0.00% | +26+2.3% | Added |
| Canandaigua National Corp | 1,187 | $261.0K | 0.04% | −109−8.4% | Reduced |
| Covenant Partners, LLC | 1,186 | $261.0K | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,187 | $261.0K | 0.00% | +1,187 | New |
| Algert Global LLC | 1,237 | $272.0K | 0.09% | −8,111−86.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,242 | $273.0K | 0.12% | −23−1.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,242 | $273.0K | 0.07% | −7−0.6% | Reduced |
| Lakeview Capital Partners, LLC | 1,270 | $279.0K | 0.12% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,268 | $279.0K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 1,274 | $280.0K | 0.01% | −135−9.6% | Reduced |
| Stock Yards Bank & Trust Co | 1,272 | $280.0K | 0.02% | −2−0.2% | Reduced |
| Gateway Investment Advisers LLC | 1,286 | $283.0K | 0.00% | −44−3.3% | Reduced |
| Park Avenue Securities LLC | 1,296 | $285.0K | 0.01% | +187+16.9% | Added |
| Marble Harbor Investment Counsel, LLC | 1,311 | $289.0K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,315 | $289.0K | 0.04% | +46+3.6% | Added |
| Zeke Capital Advisors, LLC | 1,355 | $298.0K | 0.02% | +210+18.3% | Added |
| American Portfolios Advisors | 1,365 | $300.4K | 0.01% | +27+2.0% | Added |
| Comerica Securities,inc. | 1,379 | $303.0K | 0.02% | −577−29.5% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $308.0K | 0.05% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,444 | $318.0K | 0.08% | +20+1.4% | Added |
| Marino, Stram & Associates LLC | 1,444 | $318.0K | 0.08% | +1,444 | New |
| Cetera Investment Advisers | 1,449 | $319.0K | 0.01% | +493+51.6% | Added |
| Greenleaf Trust | 1,453 | $320.0K | 0.00% | −147−9.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,460 | $321.0K | 0.03% | 00.0% | Unchanged |
| Sciencast Management LP | 1,500 | $336.0K | 0.07% | +1,500 | New |
| Advisory Services Network, LLC | 1,544 | $340.0K | 0.01% | +64+4.3% | Added |
| HBK Sorce Advisory LLC | 1,560 | $343.0K | 0.02% | +20+1.3% | Added |
| Centiva Capital, LP | 1,569 | $345.0K | 0.03% | +1,569 | New |
| Ci Investments Inc. | 1,574 | $346.0K | 0.00% | +397+33.7% | Added |
| Rafferty Asset Management, LLC | 1,587 | $349.0K | 0.00% | +275+21.0% | Added |
| United Capital Financial Advisers, LLC | 1,596 | $351.0K | 0.00% | +252+18.8% | Added |
| Estabrook Capital Management | 1,600 | $352.1K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,686 | $370.0K | 0.02% | −84−4.7% | Reduced |
| Bessemer Group Inc | 1,689 | $372.0K | 0.00% | +9+0.5% | Added |
| Arthur M. Cohen & Associates, LLC | 1,700 | $374.0K | 0.08% | 00.0% | Unchanged |
| American Century Companies Inc | 1,711 | $376.0K | 0.00% | +606+54.8% | Added |
| Snowden Capital Advisors LLC | 1,710 | $376.3K | 0.02% | +19+1.1% | Added |
| BP PLC | 1,732 | $381.0K | 0.02% | −929−34.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,748 | $385.0K | 0.06% | +356+25.6% | Added |
| XTX Topco Ltd | 1,753 | $386.0K | 0.13% | +1,753 | New |
| World Asset Management Inc | 1,816 | $400.0K | 0.04% | −83−4.4% | Reduced |
| Nomura Holdings Inc | 1,835 | $403.0K | 0.00% | +1,835 | New |
| Jane Street Group, LLC | 1,848 | $407.0K | 0.00% | +1,848 | New |
| Guinness Asset Management LTD | 1,855 | $408.0K | 0.02% | +396+27.1% | Added |
| Edmond de Rothschild Holding S.A. | 1,935 | $426.0K | 0.01% | +448+30.1% | Added |
| USS Investment Management Ltd | 1,973 | $434.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,976 | $435.0K | 0.05% | −116−5.5% | Reduced |
| WCM Investment Management, LLC | 1,999 | $440.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,999 | $440.0K | 0.21% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,027 | $446.0K | 0.01% | −19−0.9% | Reduced |
| AlphaCrest Capital Management LLC | 2,042 | $449.0K | 0.02% | −232−10.2% | Reduced |
| Kepos Capital LP | 2,067 | $455.0K | 0.03% | +1,076+108.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,095 | $461.0K | 0.04% | −71−3.3% | Reduced |
| Mirabella Financial Services LLP | 2,099 | $462.0K | 0.09% | +2,099 | New |
| Seven Eight Capital, LP | 2,100 | $462.0K | 0.06% | +2,100 | New |
| IBM Retirement Fund | 2,138 | $470.0K | 0.04% | −426−16.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,172 | $478.0K | 0.00% | +2,172 | New |
| PEAK6 Investments LLC | 2,172 | $478.0K | 0.01% | +2,172 | New |
| Welch Group, LLC | 2,196 | $483.0K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,200 | $484.0K | 0.38% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $495.0K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,280 | $502.0K | 0.00% | +1,183+107.8% | Added |
| Polar Asset Management Partners Inc. | 2,299 | $506.0K | 0.01% | +1,171+103.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 2,327 | $512.0K | 0.01% | +243+11.7% | Added |
| Advisors Asset Management, Inc. | 2,369 | $521.0K | 0.01% | −641−21.3% | Reduced |
| Cigna Investments Inc | 2,408 | $529.0K | 0.04% | −350−12.7% | Reduced |
| Wetherby Asset Management Inc | 2,415 | $531.0K | 0.03% | +854+54.7% | Added |
| Tocqueville Asset Management L.P. | 2,500 | $550.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,509 | $552.0K | 0.04% | +1,167+87.0% | Added |
| Blair William & Co | 2,528 | $556.0K | 0.00% | −1,559−38.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,538 | $558.0K | 0.01% | −25,571−91.0% | Reduced |
| First Pacific Financial | 2,545 | $560.0K | 0.31% | +199+8.5% | Added |
| Mirova | 2,550 | $561.0K | 0.07% | +200+8.5% | Added |
| Symmetry Partners, LLC | 2,607 | $574.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 2,624 | $577.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,639 | $580.0K | 0.00% | +660+33.4% | Added |
| Buffington Mohr McNeal | 2,674 | $588.0K | 0.12% | 00.0% | Unchanged |
| Madden Securities Corp | 2,675 | $589.0K | 0.31% | 00.0% | Unchanged |
| Advisor Partners LLC | 2,684 | $591.0K | 0.04% | −71−2.6% | Reduced |
| Voya Financial Advisors, Inc. | 2,685 | $592.0K | 0.08% | −6,900−72.0% | Reduced |
| FDx Advisors, Inc. | 2,754 | $606.0K | 0.02% | +30+1.1% | Added |
| Seeyond | 2,777 | $611.0K | 0.06% | +12+0.4% | Added |