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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.

Institutional holdersQ2 2021: 545 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ2 2021: $16.5B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2021.

Institutions holding IEX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Stephenson National Bank & Trust84$18.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC84$18.0K0.00%+13+18.3%Added
SOA Wealth Advisors, LLC.84$18.0K0.00%+19+29.2%Added
NuWave Investment Management, LLC75$17.0K0.02%+75New
TD Private Client Wealth LLC69$15.2K0.00%+3+4.5%Added
City Holding Co70$15.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust64$14.0K0.00%−1−1.5%Reduced
Essex Investment Management Co LLC62$14.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.59$13.0K0.00%00.0%Unchanged
Key Financial Inc58$13.0K0.01%+58New
BerganKDV Wealth Management, LLC55$12.0K0.00%00.0%Unchanged
FormulaFolio Investments, LLC49$11.0K0.00%00.0%Unchanged
FFT Wealth Management LLC50$11.0K0.00%+50New
Castleview Partners, LLC51$11.0K0.00%+51New
Delta Asset Management LLC45$10.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.45$10.0K0.00%00.0%Unchanged
Versant Capital Management, Inc41$9.00K0.00%00.0%Unchanged
Creative Financial Designs Inc40$9.00K0.00%00.0%Unchanged
Earnest Partners LLC39$9.00K0.00%00.0%Unchanged
Valley National Advisers Inc38$8.00K0.00%00.0%Unchanged
IFP Advisors, Inc28$6.00K0.00%+1+3.7%Added
Northwestern Mutual Wealth Management Co25$6.00K0.00%+3+13.6%Added
Prestige Wealth Management Group LLC24$5.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.22$5.00K0.00%+4+22.2%Added
Brown Brothers Harriman & Co18$4.00K0.00%00.0%Unchanged
Enterprise Financial Services Corp17$4.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC19$4.00K0.00%00.0%Unchanged
Sandy Spring Bank16$4.00K0.00%+16New
Global Financial Private Client, LLC15$3.30K0.00%00.0%Unchanged
Assetmark, Inc9$2.00K0.00%00.0%Unchanged
Glassman Wealth Services11$2.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.9$2.00K0.00%00.0%Unchanged
Evoke Wealth, LLC9$2.00K0.00%00.0%Unchanged
Concord Wealth Partners8$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC9$2.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp8$2.00K0.00%+1+14.3%Added
Bellevue Asset Management, LLC3$2.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$2.00K0.00%+8New
Raffa Wealth Management, LLC9$1.98K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.8$1.76K0.00%00.0%Unchanged
Clearstead Advisors, LLC3$1.00K0.00%−12−80.0%Reduced
Longfellow Investment Management Co LLC3$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB5$1.00K0.00%+5New
Ancora Advisors, LLC3$1.00K0.00%+3New
PNC Managed Account Solutions, Inc.5$1.00K0.00%+5New
British Airways Pensions Investment Management Ltd0$00.00%−47,290−100.0%Sold out
Jefferies Group LLC0$00.00%−31,505−100.0%Sold out
Old Mission Capital LLC0$00.00%−31,499−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−18,932−100.0%Sold out
Walleye Capital LLC0$00.00%−12,003−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−11,334−100.0%Sold out
Weld Capital Management LLC0$00.00%−7,391−100.0%Sold out
Toews Corp0$00.00%−4,600−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−4,314−100.0%Sold out
Permanens Capital L.P.0$00.00%−3,650−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−3,011−100.0%Sold out
Engineers Gate Manager LP0$00.00%−2,855−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,535−100.0%Sold out
Twinbeech Capital LP0$00.00%−2,259−100.0%Sold out
Capital Bank & Trust Co0$00.00%−2,073−100.0%Sold out
First Quadrant L P0$00.00%−1,933−100.0%Sold out
Capitolis Advisors LLC0$00.00%−1,790−100.0%Sold out
Caxton Associates LP0$00.00%−1,741−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−1,475−100.0%Sold out
Sowell Financial Services LLC0$00.00%−1,252−100.0%Sold out
Livforsakringsbolaget Skandia, Omsesidigt0$00.00%−700−100.0%Sold out
Allred Capital Management, LLC0$00.00%−310−100.0%Sold out
ShoreHaven Wealth Partners, LLC0$00.00%−150−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−47−100.0%Sold out
Sun Life Financial INC0$00.00%−45−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−38−100.0%Sold out
Spire Wealth Management0$00.00%−32−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−30−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−25−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−19−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−19−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−15−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−12−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−8−100.0%Sold out
Waddell & Reed Financial Inc––––Not filed
Amundi Asset Management US, Inc.––––Not filed
Bokf, NA––––Not filed
BBVA USA Bancshares, Inc.––––Not filed
OneAscent Wealth Management LLC––––Not filed
OneAscent Financial Services LLC––––Not filed
CSat Investment Advisory, L.P.––––Not filed