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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,777 | $611.0K | 0.06% | +88+3.3% | Added |
| Amica Retiree Medical Trust | 2,840 | $625.0K | 0.40% | −823−22.5% | Reduced |
| Everence Capital Management Inc | 2,840 | $625.0K | 0.05% | +2,840 | New |
| Glenmede Trust Co NA | 2,866 | $629.0K | 0.00% | −4,417−60.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,862 | $629.0K | 0.16% | −1,929−40.3% | Reduced |
| Capital International Sarl | 2,866 | $631.0K | 0.05% | +106+3.8% | Added |
| Creative Planning | 2,879 | $634.0K | 0.00% | −492−14.6% | Reduced |
| Captrust Financial Advisors | 2,947 | $648.0K | 0.01% | −29−1.0% | Reduced |
| We Are One Seven, LLC | 2,966 | $653.0K | 0.09% | −53−1.8% | Reduced |
| Keybank National Association | 2,986 | $657.0K | 0.00% | +36+1.2% | Added |
| Tower Research Capital LLC (TRC) | 3,012 | $663.0K | 0.02% | −6,895−69.6% | Reduced |
| EULAV Asset Management | 3,014 | $663.0K | 0.02% | −1,200−28.5% | Reduced |
| Quantitative Investment Management, LLC | 3,025 | $665.0K | 0.06% | +3,025 | New |
| Diversified Trust Co | 3,079 | $678.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,132 | $689.0K | 0.01% | +3,132 | New |
| Quilter Plc | 3,134 | $690.0K | 0.02% | +960+44.2% | Added |
| Bartlett & Co. LLC | 3,150 | $693.0K | 0.01% | −100−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,150 | $693.2K | 0.01% | −100−3.1% | Reduced |
| Marshall Financial Group LLC | 3,193 | $703.0K | 0.38% | +3,193 | New |
| Stifel Financial Corp | 3,206 | $705.0K | 0.00% | +120+3.9% | Added |
| First Hawaiian Bank | 3,218 | $708.0K | 0.03% | −84−2.5% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $709.0K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,263 | $718.0K | 0.00% | −4,882−59.9% | Reduced |
| First Bank & Trust | 3,262 | $718.0K | 0.35% | +914+38.9% | Added |
| Quadrature Capital Ltd | 3,325 | $732.0K | 0.03% | −439−11.7% | Reduced |
| Simmons Bank | 3,355 | $738.0K | 0.05% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,375 | $743.0K | 0.38% | −25−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,448 | $759.0K | 0.01% | +8+0.2% | Added |
| Fagan Associates, Inc. | 3,480 | $766.0K | 0.16% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,537 | $778.0K | 0.00% | −1,391−28.2% | Reduced |
| Stratos Wealth Partners, LTD. | 3,541 | $779.0K | 0.02% | −326−8.4% | Reduced |
| Bridgefront Capital, LLC | 3,708 | $816.0K | 0.31% | +3,708 | New |
| Optimal Asset Management, Inc. | 123,841 | $820.0K | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,807 | $838.0K | 0.00% | −34,111−90.0% | Reduced |
| Leonteq Securities AG | 3,914 | $861.3K | 0.07% | +368+10.4% | Added |
| Cullen/Frost Bankers, Inc. | 3,928 | $864.0K | 0.02% | +35+0.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,042 | $889.0K | 0.03% | 00.0% | Unchanged |
| Tuttle Tactical Management | 4,079 | $898.0K | 0.40% | +4,079 | New |
| Arkadios Wealth Advisors | 4,081 | $898.0K | 0.11% | +4,081 | New |
| Farr Miller & Washington LLC | 4,117 | $906.0K | 0.06% | +390+10.5% | Added |
| Caisse de Depot Et Placement du Quebec | 4,130 | $909.0K | 0.00% | −1,207−22.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,149 | $913.0K | 0.15% | +308+8.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,220 | $929.0K | 0.11% | +24+0.6% | Added |
| Xponance, Inc. | 4,253 | $936.0K | 0.02% | +1,033+32.1% | Added |
| Daiwa Securities Group Inc. | 4,278 | $941.0K | 0.01% | +165+4.0% | Added |
| Beck Mack & Oliver LLC | 4,279 | $942.0K | 0.03% | +29+0.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,345 | $956.0K | 0.29% | −1,000−18.7% | Reduced |
| Ossiam | 4,282 | $971.0K | 0.03% | +4,282 | New |
| Kentucky Retirement Systems | 4,422 | $973.0K | 0.05% | −159−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,431 | $975.0K | 0.00% | +33+0.8% | Added |
| Heron Bay Capital Management | 4,449 | $979.0K | 0.54% | −3,616−44.8% | Reduced |
| JustInvest LLC | 4,503 | $991.0K | 0.10% | +2,933+186.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 4,621 | $1.02M | 0.02% | +254+5.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,637 | $1.02M | 0.02% | −23−0.5% | Reduced |
| MAI Capital Management | 4,651 | $1.02M | 0.02% | +276+6.3% | Added |
| Virtue Capital Management, LLC | 4,647 | $1.02M | 0.20% | +286+6.6% | Added |
| North Star Investment Management Corp. | 4,686 | $1.03M | 0.08% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,700 | $1.03M | 0.19% | −112−2.3% | Reduced |
| Louisiana State Employees Retirement System | 4,700 | $1.03M | 0.03% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 4,933 | $1.09M | 0.26% | −727−12.8% | Reduced |
| Voloridge Investment Management, LLC | 5,007 | $1.10M | 0.01% | −3,280−39.6% | Reduced |
| New Mexico Educational Retirement Board | 5,100 | $1.12M | 0.04% | +400+8.5% | Added |
| Mackenzie Financial Corp | 5,151 | $1.13M | 0.00% | +2,088+68.2% | Added |
| O'Shares Investment Advisers, LLC | 5,188 | $1.14M | 0.08% | +128+2.5% | Added |
| CIBC World Markets Corp | 5,272 | $1.16M | 0.01% | −1,966−27.2% | Reduced |
| Peregrine Capital Management LLC | 5,303 | $1.17M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,423 | $1.19M | 0.02% | +992+22.4% | Added |
| Toroso Investments, LLC | 5,543 | $1.22M | 0.05% | +1,351+32.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,621 | $1.24M | 0.01% | +703+14.3% | Added |
| BBVA USA | 5,693 | $1.25M | 0.07% | +5,693 | New |
| Maryland State Retirement & Pension System | 5,760 | $1.26M | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,876 | $1.29M | 0.03% | +5,876 | New |
| Occudo Quantitative Strategies LP | 5,954 | $1.31M | 0.20% | +517+9.5% | Added |
| Van Eck Associates Corp | 6,023 | $1.32M | 0.00% | +654+12.2% | Added |
| Wealthfront Advisers LLC | 6,099 | $1.34M | 0.01% | +174+2.9% | Added |
| Sepio Capital, LP | 6,199 | $1.36M | 0.11% | −30.0% | Reduced |
| ING Groep NV | 6,236 | $1.37M | 0.02% | +1,211+24.1% | Added |
| Norinchukin Bank, The | 6,275 | $1.38M | 0.02% | −27−0.4% | Reduced |
| Westpac Banking Corp | 6,301 | $1.39M | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,401 | $1.41M | 0.03% | −100−1.5% | Reduced |
| Azzad Asset Management Inc | 6,465 | $1.42M | 0.21% | −10.0% | Reduced |
| Lazard Asset Management LLC | 6,469 | $1.42M | 0.00% | −4,233−39.6% | Reduced |
| HighTower Advisors, LLC | 6,523 | $1.43M | 0.00% | −35−0.5% | Reduced |
| CIBC Asset Management Inc | 6,525 | $1.44M | 0.01% | +70+1.1% | Added |
| LPL Financial LLC | 6,546 | $1.44M | 0.00% | +2,842+76.7% | Added |
| Eagle Asset Management Inc | 6,617 | $1.46M | 0.01% | −159−2.3% | Reduced |
| Alps Advisors Inc | 6,630 | $1.46M | 0.01% | −295−4.3% | Reduced |
| Altshuler Shaham Ltd | 6,722 | $1.48M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,850 | $1.51M | 0.01% | +136+2.0% | Added |
| Commerce Bank | 6,874 | $1.51M | 0.01% | +210+3.2% | Added |
| MD Financial Management Inc. | 6,972 | $1.53M | 0.04% | +6,972 | New |
| Colony Group LLC | 7,048 | $1.55M | 0.03% | +328+4.9% | Added |
| First Manhattan Co | 7,062 | $1.55M | 0.01% | −277−3.8% | Reduced |
| Bard Associates Inc | 7,150 | $1.57M | 0.51% | −100−1.4% | Reduced |
| Sandhill Capital Partners LLC | 7,157 | $1.57M | 0.12% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 7,362 | $1.62M | 0.01% | −35−0.5% | Reduced |
| Henshaw Capital LLC | 7,819 | $1.72M | 0.11% | +19+0.2% | Added |
| Montag A & Associates Inc | 7,831 | $1.72M | 0.09% | −111−1.4% | Reduced |
| First Republic Investment Management, Inc. | 7,886 | $1.74M | 0.00% | −244−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,944 | $1.75M | 0.00% | +911+13.0% | Added |