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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 764 | $158.0K | 0.00% | −15−1.9% | Reduced |
| Meeder Asset Management Inc | 785 | $162.0K | 0.01% | +50+6.8% | Added |
| Natixis Investment Managers International | 935 | $193.0K | 0.01% | −57−5.7% | Reduced |
| Belpointe Asset Management LLC | 950 | $196.0K | 0.01% | −8−0.8% | Reduced |
| Simplex Trading, LLC | 896 | $197.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 975 | $202.0K | 0.00% | −101−9.4% | Reduced |
| Kestra Private Wealth Services, LLC | 981 | $203.0K | 0.01% | +981 | New |
| People's United Financial, Inc. | 989 | $205.0K | 0.00% | +989 | New |
| Dearborn Partners LLC | 1,000 | $207.0K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,000 | $207.0K | 0.19% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,000 | $207.0K | 0.04% | +1,000 | New |
| Cobblestone Capital Advisors LLC | 1,012 | $209.0K | 0.01% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,012 | $209.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,026 | $212.0K | 0.03% | +1,009+5,935.3% | Added |
| OneAscent Financial Services LLC | 1,023 | $212.0K | 0.28% | +1,023 | New |
| United Capital Financial Advisers, LLC | 1,029 | $213.0K | 0.00% | −567−35.5% | Reduced |
| Canandaigua National Corp | 1,027 | $213.0K | 0.03% | −160−13.5% | Reduced |
| Hilltop Holdings Inc. | 1,029 | $213.0K | 0.02% | −28−2.6% | Reduced |
| Corient Capital Partners, LLC | 1,032 | $214.0K | 0.02% | +113+12.3% | Added |
| Ameritas Investment Partners, Inc. | 1,050 | $217.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 1,058 | $219.0K | 0.06% | +1,058 | New |
| Rafferty Asset Management, LLC | 1,073 | $222.0K | 0.00% | −514−32.4% | Reduced |
| Profund Advisors LLC | 1,084 | $224.0K | 0.01% | +7+0.6% | Added |
| Mercer Global Advisors Inc | 1,086 | $225.0K | 0.00% | −101−8.5% | Reduced |
| Raymond James Trust N.A. | 1,089 | $226.0K | 0.01% | −45−4.0% | Reduced |
| Grandfield & Dodd, LLC | 1,112 | $230.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,115 | $231.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,123 | $232.0K | 0.01% | −151−11.9% | Reduced |
| Harvey Capital Management Inc | 1,125 | $232.0K | 0.08% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,132 | $234.0K | 0.01% | +70+6.6% | Added |
| Park Avenue Securities LLC | 1,144 | $237.0K | 0.00% | −152−11.7% | Reduced |
| OneAscent Wealth Management LLC | 1,147 | $237.0K | 0.27% | +1,147 | New |
| Cooper Financial Group | 1,150 | $238.0K | 0.05% | +85+8.0% | Added |
| Siemens Fonds Invest GmbH | 1,151 | $238.0K | 0.02% | +1,151 | New |
| NEXT Financial Group, Inc | 1,155 | $239.0K | 0.02% | +27+2.4% | Added |
| Bessemer Group Inc | 1,158 | $240.0K | 0.00% | −531−31.4% | Reduced |
| Nations Financial Group Inc, | 1,162 | $240.0K | 0.04% | +1,162 | New |
| Covenant Partners, LLC | 1,186 | $245.0K | 0.10% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,217 | $252.0K | 0.12% | −25−2.0% | Reduced |
| Kestra Advisory Services, LLC | 1,226 | $254.0K | 0.00% | +51+4.3% | Added |
| Advisors Asset Management, Inc. | 1,244 | $257.0K | 0.00% | −1,125−47.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,242 | $257.0K | 0.07% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,268 | $262.0K | 0.08% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,272 | $263.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,270 | $263.0K | 0.12% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,286 | $266.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,299 | $269.0K | 0.00% | +140+12.1% | Added |
| Marble Harbor Investment Counsel, LLC | 1,311 | $271.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,317 | $273.0K | 0.03% | +1,317 | New |
| O'Shaughnessy Asset Management, LLC | 1,339 | $277.0K | 0.01% | +376+39.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,338 | $277.0K | 0.02% | +1,338 | New |
| Zeke Capital Advisors, LLC | 1,355 | $280.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,360 | $281.0K | 0.01% | −667−32.9% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $290.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,414 | $292.6K | 0.01% | +49+3.6% | Added |
| Checchi Capital Advisers, LLC | 1,414 | $293.0K | 0.04% | +99+7.5% | Added |
| Comerica Securities,inc. | 1,437 | $297.0K | 0.02% | +58+4.2% | Added |
| Greenleaf Trust | 1,445 | $299.0K | 0.00% | −8−0.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,460 | $302.0K | 0.03% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,479 | $306.0K | 0.00% | −820−35.7% | Reduced |
| Snowden Capital Advisors LLC | 1,509 | $312.3K | 0.02% | −201−11.8% | Reduced |
| Stifel Financial Corp | 1,550 | $321.0K | 0.00% | −1,656−51.7% | Reduced |
| Cetera Investment Advisers | 1,550 | $321.0K | 0.01% | +101+7.0% | Added |
| Maven Securities LTD | 1,553 | $321.0K | 0.04% | +1,553 | New |
| Ci Investments Inc. | 1,558 | $322.0K | 0.00% | −16−1.0% | Reduced |
| Advisory Services Network, LLC | 1,556 | $322.0K | 0.01% | +12+0.8% | Added |
| Estabrook Capital Management | 1,600 | $331.1K | 0.05% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,616 | $334.0K | 0.08% | +172+11.9% | Added |
| HBK Sorce Advisory LLC | 1,630 | $337.0K | 0.02% | +70+4.5% | Added |
| Banque Cantonale Vaudoise | 1,686 | $348.0K | 0.01% | 00.0% | Unchanged |
| World Asset Management Inc | 1,689 | $350.0K | 0.03% | −127−7.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,700 | $352.0K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 1,710 | $354.0K | 0.03% | −6,972−80.3% | Reduced |
| Fox Run Management, L.L.C. | 1,814 | $375.0K | 0.24% | +1,814 | New |
| Quadrature Capital Ltd | 1,831 | $379.0K | 0.01% | −1,494−44.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,839 | $381.0K | 0.05% | −6,342−77.5% | Reduced |
| JustInvest LLC | 1,845 | $382.0K | 0.03% | −2,658−59.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,862 | $385.0K | 0.01% | −7,067−79.1% | Reduced |
| Toews Corp | 1,900 | $393.0K | 0.05% | +1,900 | New |
| Edmond de Rothschild Holding S.A. | 1,935 | $400.0K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 1,943 | $402.0K | 0.03% | −124−6.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,971 | $408.0K | 0.04% | −5−0.3% | Reduced |
| Centerpoint Advisors, LLC | 1,999 | $414.0K | 0.20% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 2,014 | $417.0K | 0.00% | +15+0.8% | Added |
| Baker Tilly Wealth Management, LLC | 2,081 | $431.0K | 0.06% | +333+19.1% | Added |
| American Century Companies Inc | 2,083 | $431.0K | 0.00% | +372+21.7% | Added |
| IBM Retirement Fund | 2,155 | $446.0K | 0.03% | +17+0.8% | Added |
| Virtu Financial LLC | 2,162 | $447.0K | 0.04% | +2,162 | New |
| Welch Group, LLC | 2,196 | $454.0K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,200 | $455.0K | 0.34% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,238 | $463.0K | 0.02% | +383+20.6% | Added |
| Pekin Hardy Strauss, Inc. | 2,250 | $466.0K | 0.07% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 2,327 | $482.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,408 | $498.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,413 | $499.0K | 0.03% | −2−0.1% | Reduced |
| Advisor Partners LLC | 2,422 | $501.0K | 0.03% | −262−9.8% | Reduced |
| Nomura Holdings Inc | 2,425 | $510.0K | 0.00% | +590+32.2% | Added |
| Tocqueville Asset Management L.P. | 2,500 | $517.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 2,520 | $522.0K | 0.00% | −8−0.3% | Reduced |
| First Pacific Financial | 2,653 | $549.0K | 0.29% | +108+4.2% | Added |