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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 4,278 | $941.0K | 0.01% | +165+4.0% | Added |
| Xponance, Inc. | 4,253 | $936.0K | 0.02% | +1,033+32.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,220 | $929.0K | 0.11% | +24+0.6% | Added |
| Mission Creek Capital Partners, Inc. | 4,149 | $913.0K | 0.15% | +308+8.0% | Added |
| Caisse de Depot Et Placement du Quebec | 4,130 | $909.0K | 0.00% | −1,207−22.6% | Reduced |
| Farr Miller & Washington LLC | 4,117 | $906.0K | 0.06% | +390+10.5% | Added |
| Tuttle Tactical Management | 4,079 | $898.0K | 0.40% | +4,079 | New |
| Arkadios Wealth Advisors | 4,081 | $898.0K | 0.11% | +4,081 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,042 | $889.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,928 | $864.0K | 0.02% | +35+0.9% | Added |
| Leonteq Securities AG | 3,914 | $861.3K | 0.07% | +368+10.4% | Added |
| Citadel Advisors LLC | 3,807 | $838.0K | 0.00% | −34,111−90.0% | Reduced |
| Optimal Asset Management, Inc. | 123,841 | $820.0K | 0.10% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,708 | $816.0K | 0.31% | +3,708 | New |
| Stratos Wealth Partners, LTD. | 3,541 | $779.0K | 0.02% | −326−8.4% | Reduced |
| Los Angeles Capital Management LLC | 3,537 | $778.0K | 0.00% | −1,391−28.2% | Reduced |
| Fagan Associates, Inc. | 3,480 | $766.0K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,448 | $759.0K | 0.01% | +8+0.2% | Added |
| New England Research & Management, Inc. | 3,375 | $743.0K | 0.38% | −25−0.7% | Reduced |
| Simmons Bank | 3,355 | $738.0K | 0.05% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,325 | $732.0K | 0.03% | −439−11.7% | Reduced |
| 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 |
| Segment Wealth Management, LLC | 3,221 | $709.0K | 0.08% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,218 | $708.0K | 0.03% | −84−2.5% | Reduced |
| Stifel Financial Corp | 3,206 | $705.0K | 0.00% | +120+3.9% | Added |
| Marshall Financial Group LLC | 3,193 | $703.0K | 0.38% | +3,193 | New |
| Bartlett & Co. Wealth Management LLC | 3,150 | $693.2K | 0.01% | −100−3.1% | Reduced |
| Bartlett & Co. LLC | 3,150 | $693.0K | 0.01% | −100−3.1% | Reduced |
| Quilter Plc | 3,134 | $690.0K | 0.02% | +960+44.2% | Added |
| Verition Fund Management LLC | 3,132 | $689.0K | 0.01% | +3,132 | New |
| Diversified Trust Co | 3,079 | $678.0K | 0.02% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 3,025 | $665.0K | 0.06% | +3,025 | New |
| 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 |
| Keybank National Association | 2,986 | $657.0K | 0.00% | +36+1.2% | Added |
| We Are One Seven, LLC | 2,966 | $653.0K | 0.09% | −53−1.8% | Reduced |
| Captrust Financial Advisors | 2,947 | $648.0K | 0.01% | −29−1.0% | Reduced |
| Creative Planning | 2,879 | $634.0K | 0.00% | −492−14.6% | Reduced |
| Capital International Sarl | 2,866 | $631.0K | 0.05% | +106+3.8% | Added |
| 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 |
| 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 |
| Seeyond | 2,777 | $611.0K | 0.06% | +12+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,777 | $611.0K | 0.06% | +88+3.3% | Added |
| FDx Advisors, Inc. | 2,754 | $606.0K | 0.02% | +30+1.1% | Added |
| Voya Financial Advisors, Inc. | 2,685 | $592.0K | 0.08% | −6,900−72.0% | Reduced |
| Advisor Partners LLC | 2,684 | $591.0K | 0.04% | −71−2.6% | Reduced |
| Madden Securities Corp | 2,675 | $589.0K | 0.31% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,674 | $588.0K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,639 | $580.0K | 0.00% | +660+33.4% | Added |
| Glenview Trust Co | 2,624 | $577.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,607 | $574.0K | 0.04% | 00.0% | Unchanged |
| Mirova | 2,550 | $561.0K | 0.07% | +200+8.5% | Added |
| First Pacific Financial | 2,545 | $560.0K | 0.31% | +199+8.5% | Added |
| Schonfeld Strategic Advisors LLC | 2,538 | $558.0K | 0.01% | −25,571−91.0% | Reduced |
| Blair William & Co | 2,528 | $556.0K | 0.00% | −1,559−38.1% | Reduced |
| Quantbot Technologies LP | 2,509 | $552.0K | 0.04% | +1,167+87.0% | Added |
| Tocqueville Asset Management L.P. | 2,500 | $550.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,415 | $531.0K | 0.03% | +854+54.7% | Added |
| Cigna Investments Inc | 2,408 | $529.0K | 0.04% | −350−12.7% | Reduced |
| Advisors Asset Management, Inc. | 2,369 | $521.0K | 0.01% | −641−21.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 2,327 | $512.0K | 0.01% | +243+11.7% | Added |
| Polar Asset Management Partners Inc. | 2,299 | $506.0K | 0.01% | +1,171+103.8% | Added |
| Private Advisor Group, LLC | 2,280 | $502.0K | 0.00% | +1,183+107.8% | Added |
| Pekin Hardy Strauss, Inc. | 2,250 | $495.0K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,200 | $484.0K | 0.38% | 00.0% | Unchanged |
| Welch Group, LLC | 2,196 | $483.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| IBM Retirement Fund | 2,138 | $470.0K | 0.04% | −426−16.6% | 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 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,095 | $461.0K | 0.04% | −71−3.3% | Reduced |
| Kepos Capital LP | 2,067 | $455.0K | 0.03% | +1,076+108.6% | Added |
| AlphaCrest Capital Management LLC | 2,042 | $449.0K | 0.02% | −232−10.2% | Reduced |
| Sigma Planning Corp | 2,027 | $446.0K | 0.01% | −19−0.9% | 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,976 | $435.0K | 0.05% | −116−5.5% | Reduced |
| USS Investment Management Ltd | 1,973 | $434.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,935 | $426.0K | 0.01% | +448+30.1% | Added |
| Guinness Asset Management LTD | 1,855 | $408.0K | 0.02% | +396+27.1% | Added |
| Jane Street Group, LLC | 1,848 | $407.0K | 0.00% | +1,848 | New |
| Nomura Holdings Inc | 1,835 | $403.0K | 0.00% | +1,835 | New |
| World Asset Management Inc | 1,816 | $400.0K | 0.04% | −83−4.4% | Reduced |
| XTX Topco Ltd | 1,753 | $386.0K | 0.13% | +1,753 | New |
| Baker Tilly Wealth Management, LLC | 1,748 | $385.0K | 0.06% | +356+25.6% | Added |
| BP PLC | 1,732 | $381.0K | 0.02% | −929−34.9% | Reduced |
| Snowden Capital Advisors LLC | 1,710 | $376.3K | 0.02% | +19+1.1% | Added |
| American Century Companies Inc | 1,711 | $376.0K | 0.00% | +606+54.8% | Added |
| Arthur M. Cohen & Associates, LLC | 1,700 | $374.0K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,689 | $372.0K | 0.00% | +9+0.5% | Added |
| Banque Cantonale Vaudoise | 1,686 | $370.0K | 0.02% | −84−4.7% | Reduced |
| Estabrook Capital Management | 1,600 | $352.1K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,596 | $351.0K | 0.00% | +252+18.8% | Added |
| Rafferty Asset Management, LLC | 1,587 | $349.0K | 0.00% | +275+21.0% | Added |
| Ci Investments Inc. | 1,574 | $346.0K | 0.00% | +397+33.7% | Added |
| Centiva Capital, LP | 1,569 | $345.0K | 0.03% | +1,569 | New |