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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 1,560 | $343.0K | 0.02% | +20+1.3% | Added |
| Advisory Services Network, LLC | 1,544 | $340.0K | 0.01% | +64+4.3% | Added |
| Sciencast Management LP | 1,500 | $336.0K | 0.07% | +1,500 | New |
| Redpoint Investment Management Pty Ltd | 1,460 | $321.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 1,453 | $320.0K | 0.00% | −147−9.2% | Reduced |
| Cetera Investment Advisers | 1,449 | $319.0K | 0.01% | +493+51.6% | Added |
| 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 |
| Wallington Asset Management, LLC | 1,400 | $308.0K | 0.05% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,379 | $303.0K | 0.02% | −577−29.5% | Reduced |
| American Portfolios Advisors | 1,365 | $300.4K | 0.01% | +27+2.0% | Added |
| Zeke Capital Advisors, LLC | 1,355 | $298.0K | 0.02% | +210+18.3% | 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 |
| Park Avenue Securities LLC | 1,296 | $285.0K | 0.01% | +187+16.9% | Added |
| Gateway Investment Advisers LLC | 1,286 | $283.0K | 0.00% | −44−3.3% | Reduced |
| 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 |
| 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 |
| 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 |
| Algert Global LLC | 1,237 | $272.0K | 0.09% | −8,111−86.8% | Reduced |
| 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 |
| Kestra Advisory Services, LLC | 1,175 | $259.0K | 0.00% | +26+2.3% | Added |
| 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 |
| 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 |
| Harvey Capital Management Inc | 1,125 | $247.0K | 0.08% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,119 | $246.2K | 0.00% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,115 | $245.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,100 | $242.0K | 0.00% | +1,100 | New |
| Grandfield & Dodd, LLC | 1,112 | $240.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,076 | $237.0K | 0.01% | +1,076 | New |
| Profund Advisors LLC | 1,077 | $235.0K | 0.01% | +44+4.3% | Added |
| 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 |
| Hilltop Holdings Inc. | 1,057 | $233.0K | 0.03% | −106−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,050 | $231.0K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,012 | $223.0K | 0.02% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,012 | $222.0K | 0.03% | −26−2.5% | Reduced |
| Dearborn Partners LLC | 1,000 | $220.0K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,000 | $220.0K | 0.20% | 00.0% | Unchanged |
| Natixis Investment Managers International | 992 | $218.0K | 0.01% | −228−18.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 963 | $212.0K | 0.00% | +23+2.4% | Added |
| Belpointe Asset Management LLC | 958 | $211.0K | 0.02% | +45+4.9% | Added |
| Corient Capital Partners, LLC | 919 | $202.0K | 0.01% | +919 | New |
| Simplex Trading, LLC | 896 | $197.0K | 0.01% | +896 | New |
| Sentry Investment Management LLC | 833 | $183.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 797 | $175.0K | 0.11% | +710+816.1% | Added |
| Federated Hermes, Inc. | 779 | $171.0K | 0.00% | −4,157−84.2% | Reduced |
| 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 |
| FourThought Financial, LLC | 680 | $149.0K | 0.02% | +73+12.0% | Added |
| FORA Capital, LLC | 612 | $135.0K | 0.03% | −2,208−78.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 605 | $133.0K | 0.01% | +84+16.1% | Added |
| Huntington National Bank | 600 | $132.0K | 0.00% | −31−4.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 529 | $116.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 527 | $116.0K | 0.00% | 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 |
| Dougherty Wealth Advisers LLC | 473 | $104.0K | 0.15% | 00.0% | Unchanged |
| Central Trust Co | 446 | $98.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 419 | $92.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 336 | $74.0K | 0.02% | −26−7.2% | Reduced |
| Newfound Research LLC | 333 | $73.0K | 0.14% | +5+1.5% | Added |
| West Paces Advisors Inc. | 310 | $68.2K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 289 | $67.0K | 0.05% | +289 | New |
| Signaturefd, LLC | 300 | $66.0K | 0.00% | +17+6.0% | Added |
| JJJ Advisors Inc. | 295 | $65.0K | 0.02% | +2+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 280 | $62.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $61.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 271 | $60.0K | 0.00% | +27+11.1% | Added |
| Anchor Investment Management, LLC | 267 | $58.8K | 0.01% | 00.0% | Unchanged |
| Tobam | 257 | $57.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 250 | $55.0K | 0.00% | −4−1.6% | Reduced |
| Penserra Capital Management LLC | 247 | $54.0K | 0.00% | +63+34.2% | Added |
| Carroll Financial Associates, Inc. | 226 | $49.0K | 0.00% | −1,444−86.5% | Reduced |
| Whittier Trust Co | 216 | $48.0K | 0.00% | 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 |
| CoreFirst Bank & Trust | 191 | $42.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 187 | $41.0K | 0.01% | +59+46.1% | Added |
| CWM, LLC | 169 | $37.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 150 | $33.0K | 0.00% | −75−33.3% | Reduced |
| Laurel Wealth Advisors LLC | 150 | $33.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 128 | $28.0K | 0.00% | +12+10.3% | Added |
| Pinnacle Bancorp, Inc. | 123 | $27.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 110 | $25.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 105 | $23.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $23.0K | 0.00% | +106 | New |
| CVA Family Office, LLC | 101 | $22.0K | 0.01% | +101 | New |
| Oakworth Capital, Inc. | 93 | $20.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $19.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $18.7K | 0.00% | 00.0% | Unchanged |