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Livermore
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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, Q3 2021

Institutional positions in Idex Corp as of Sep 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
546
+7 vs. Q2 2021
Shares held
74.5M
+782.8K (+1.1%) vs. Q2 2021
Total value
$15.4B
−$792.1M (−4.9%) vs. Q2 2021
New holders
46
183 more added
Sold out
39
194 more reduced

6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 546 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 heldQ3 2021: $15.4B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2021.

Institutions holding IEX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Filbrandt Wealth Management, LLC2$00.00%+2New
Evoke Wealth, LLC9$1.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC3$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB5$1.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC3$1.00K0.00%00.0%Unchanged
Covington Capital Management3$1.00K0.00%+3New
Allworth Financial LP5$1.00K0.00%+5New
MV Capital Management, Inc.7$1.00K0.00%+7New
Koshinski Asset Management, Inc.6$1.24K0.00%+6New
Sutton Wealth Advisors Inc.8$1.66K0.00%00.0%Unchanged
Raffa Wealth Management, LLC9$1.86K0.00%00.0%Unchanged
USA Financial Portformulas Corp8$2.00K0.00%00.0%Unchanged
Glassman Wealth Services11$2.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.10$2.00K0.00%+1+11.1%Added
Concord Wealth Partners8$2.00K0.00%00.0%Unchanged
Asset Dedication, LLC10$2.00K0.00%+10New
Meridian Wealth Partners, LLC11$2.00K0.00%+11New
Sandy Spring Bank16$3.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC15$3.15K0.00%00.0%Unchanged
Brown Brothers Harriman & Co18$4.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC21$4.00K0.00%+2+10.5%Added
Global Retirement Partners, LLC17$4.00K0.00%+17New
Red Tortoise LLC20$4.00K0.00%+20New
Thomas J. Herzfeld Advisors, Inc.22$5.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC24$5.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC26$5.00K0.00%+26New
IFP Advisors, Inc27$6.00K0.00%−1−3.6%Reduced
Northwestern Mutual Wealth Management Co32$7.00K0.00%+7+28.0%Added
TCI Wealth Advisors, Inc.40$8.00K0.00%−5−11.1%Reduced
Creative Financial Designs Inc40$8.00K0.00%00.0%Unchanged
Earnest Partners LLC39$8.00K0.00%00.0%Unchanged
Versant Capital Management, Inc41$8.00K0.00%00.0%Unchanged
Valley National Advisers Inc38$8.00K0.00%00.0%Unchanged
NuWave Investment Management, LLC45$9.00K0.01%−30−40.0%Reduced
Delta Asset Management LLC45$9.00K0.00%00.0%Unchanged
Systematic Alpha Investments, LLC39$9.00K0.00%+39New
Gerber Kawasaki Wealth & Investment Management50$10.0K0.00%+50New
BerganKDV Wealth Management, LLC55$11.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.59$12.0K0.00%00.0%Unchanged
Key Financial Inc58$12.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P57$12.0K0.00%+57New
Essex Investment Management Co LLC62$13.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust64$13.0K0.00%00.0%Unchanged
City Holding Co70$14.0K0.00%00.0%Unchanged
MUFG Americas Holdings Corp66$14.0K0.00%+66New
SOA Wealth Advisors, LLC.82$16.0K0.00%−2−2.4%Reduced
TD Private Client Wealth LLC80$16.6K0.00%+11+15.9%Added
Stephenson National Bank & Trust84$17.0K0.01%00.0%Unchanged
Caldwell Trust Co85$17.6K0.00%00.0%Unchanged
IMA Wealth, Inc.88$18.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.93$19.0K0.00%00.0%Unchanged
Assetmark, Inc90$19.0K0.00%+81+900.0%Added
Vigilant Capital Management, LLC96$20.0K0.00%+96New
SRS Capital Advisors, Inc.106$22.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC110$23.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc110$23.0K0.00%+5+4.8%Added
Pinnacle Bancorp, Inc.123$25.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc120$25.0K0.01%+120New
Carroll Financial Associates, Inc.134$27.0K0.00%−92−40.7%Reduced
Gemmer Asset Management LLC141$29.0K0.00%00.0%Unchanged
Harbour Investments, Inc.143$30.0K0.00%+15+11.7%Added
Whittier Trust Co151$31.0K0.00%−65−30.1%Reduced
Laurel Wealth Advisors LLC150$31.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd150$31.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP155$32.0K0.01%+155New
Trustcore Financial Services, LLC159$33.0K0.00%+16+11.2%Added
Consolidated Planning Corp177$37.0K0.02%+177New
Proequities, Inc.193$40.0K0.00%−57−22.8%Reduced
CoreFirst Bank & Trust191$40.0K0.03%00.0%Unchanged
Lindbrook Capital, LLC209$43.0K0.01%+5+2.5%Added
Eagle Bay Advisors LLC235$48.0K0.03%−54−18.7%Reduced
Achmea Investment Management B.V.236$49.0K0.00%+236New
Steward Partners Investment Advisory, LLC250$52.0K0.00%+166+197.6%Added
Tobam257$53.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC267$55.3K0.01%00.0%Unchanged
Penserra Capital Management LLC274$56.0K0.00%+27+10.9%Added
Smithfield Trust Co277$57.0K0.00%00.0%Unchanged
IndexIQ Advisors LLC278$58.0K0.00%−460−62.3%Reduced
JJJ Advisors Inc.281$58.0K0.02%−14−4.7%Reduced
Whittier Trust Co of Nevada Inc280$58.0K0.00%00.0%Unchanged
West Paces Advisors Inc.310$64.2K0.02%00.0%Unchanged
Column Capital Advisors, LLC317$66.0K0.01%−19−5.7%Reduced
Parallel Advisors, LLC319$66.0K0.00%+48+17.7%Added
Newfound Research LLC343$71.0K0.11%+10+3.0%Added
Signaturefd, LLC345$71.0K0.00%+45+15.0%Added
PFG Private Wealth Management, LLC353$73.0K0.04%+353New
Berman Capital Advisors, LLC410$84.0K0.01%+223+119.3%Added
Central Trust Co446$92.0K0.00%00.0%Unchanged
Dougherty Wealth Advisers LLC473$98.0K0.15%00.0%Unchanged
Neo Ivy Capital Management646$102.0K0.12%+646New
Quadrant Capital Group LLC519$107.0K0.01%−1−0.2%Reduced
Acadian Asset Management LLC527$109.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec529$109.4K0.00%00.0%Unchanged
Huntington National Bank600$124.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.626$129.0K0.00%+207+49.4%Added
FourThought Financial, LLC660$136.0K0.02%−20−2.9%Reduced
State of Wyoming672$139.0K0.09%−125−15.7%Reduced
Benjamin F. Edwards & Company, Inc.701$145.0K0.01%+96+15.9%Added
Point72 Hong Kong Ltd710$147.0K0.01%+710New
Sentry Investment Management LLC727$150.0K0.04%−106−12.7%Reduced