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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 2,607 | $550.0K | 0.04% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,674 | $553.0K | 0.11% | 00.0% | Unchanged |
| Capital International Sarl | 2,713 | $561.0K | 0.05% | −153−5.3% | Reduced |
| Glenview Trust Co | 2,732 | $565.0K | 0.02% | +108+4.1% | Added |
| Seeyond | 2,749 | $568.0K | 0.05% | −28−1.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,777 | $574.0K | 0.05% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,704 | $576.0K | 0.07% | +19+0.7% | Added |
| Phoenix Holdings Ltd. | 2,716 | $577.0K | 0.01% | +2,716 | New |
| OPSEU Pension Plan Trust Fund | 2,786 | $578.0K | 0.15% | −76−2.7% | Reduced |
| AlphaCrest Capital Management LLC | 2,828 | $585.0K | 0.03% | +786+38.5% | Added |
| Everence Capital Management Inc | 2,840 | $588.0K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,840 | $588.0K | 0.53% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,850 | $590.0K | 0.01% | +2,850 | New |
| Glenmede Trust Co NA | 2,901 | $600.0K | 0.00% | +35+1.2% | Added |
| Captrust Financial Advisors | 2,935 | $607.0K | 0.01% | −12−0.4% | Reduced |
| Creative Planning | 2,948 | $610.0K | 0.00% | +69+2.4% | Added |
| FDx Advisors, Inc. | 2,961 | $613.0K | 0.02% | +207+7.5% | Added |
| Keybank National Association | 3,012 | $623.0K | 0.00% | +26+0.9% | Added |
| EULAV Asset Management | 3,014 | $624.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 3,079 | $637.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,861 | $637.0K | 0.08% | −105−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,150 | $651.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,150 | $652.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 3,165 | $655.0K | 0.30% | −97−3.0% | Reduced |
| First Hawaiian Bank | 3,201 | $663.0K | 0.03% | −17−0.5% | Reduced |
| Occudo Quantitative Strategies LP | 3,215 | $665.0K | 0.08% | −2,739−46.0% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $667.0K | 0.08% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,279 | $679.0K | 0.02% | −1,000−23.4% | Reduced |
| Private Advisor Group, LLC | 3,318 | $687.0K | 0.00% | +1,038+45.5% | Added |
| Commonwealth Equity Services, LLC | 3,373 | $698.0K | 0.00% | +734+27.8% | Added |
| Simmons Bank | 3,410 | $706.0K | 0.05% | +55+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,451 | $714.0K | 0.01% | +3+0.1% | Added |
| Fagan Associates, Inc. | 3,480 | $720.0K | 0.16% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,524 | $729.0K | 0.38% | +331+10.4% | Added |
| Quilter Plc | 3,528 | $730.0K | 0.02% | +394+12.6% | Added |
| Los Angeles Capital Management LLC | 3,537 | $732.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,545 | $734.0K | 0.02% | +4+0.1% | Added |
| Ossiam | 3,801 | $787.0K | 0.02% | −481−11.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,801 | $787.0K | 0.24% | −544−12.5% | Reduced |
| Leonteq Securities AG | 3,841 | $794.9K | 0.04% | −73−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 3,900 | $807.1K | 0.03% | +3,900 | New |
| Xponance, Inc. | 3,905 | $808.0K | 0.02% | −348−8.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,928 | $813.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,027 | $834.0K | 0.02% | +1,015+33.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,042 | $836.0K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,153 | $859.0K | 0.10% | −67−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,180 | $865.0K | 0.00% | −251−5.7% | Reduced |
| CIBC World Markets Corp | 4,284 | $887.0K | 0.01% | −988−18.7% | Reduced |
| Kentucky Retirement Systems | 4,410 | $913.0K | 0.04% | −12−0.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,464 | $924.0K | 0.17% | +315+7.6% | Added |
| Duncker Streett & Co Inc | 4,474 | $926.0K | 0.18% | −226−4.8% | Reduced |
| Farr Miller & Washington LLC | 4,477 | $927.0K | 0.06% | +360+8.7% | Added |
| Tortoise Capital Advisors, L.L.C. | 4,492 | $930.0K | 0.02% | −129−2.8% | Reduced |
| Virtue Capital Management, LLC | 4,513 | $934.0K | 0.17% | −134−2.9% | Reduced |
| Daiwa Securities Group Inc. | 4,511 | $934.0K | 0.01% | +233+5.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,609 | $953.0K | 0.02% | −28−0.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 4,630 | $958.0K | 0.00% | +500+12.1% | Added |
| MAI Capital Management | 4,657 | $964.0K | 0.02% | +6+0.1% | Added |
| North Star Investment Management Corp. | 4,686 | $970.0K | 0.08% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,700 | $973.0K | 0.02% | 00.0% | Unchanged |
| Mirova | 4,855 | $1.00M | 0.13% | +2,305+90.4% | Added |
| New Mexico Educational Retirement Board | 5,000 | $1.03M | 0.04% | −100−2.0% | Reduced |
| Mackenzie Financial Corp | 5,121 | $1.06M | 0.00% | −30−0.6% | Reduced |
| Coldstream Capital Management Inc | 5,835 | $1.06M | 0.05% | −7,220−55.3% | Reduced |
| Peregrine Capital Management LLC | 5,303 | $1.10M | 0.02% | 00.0% | Unchanged |
| BBVA USA | 5,419 | $1.12M | 0.07% | −274−4.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,621 | $1.16M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,754 | $1.19M | 0.01% | +2,491+76.3% | Added |
| Brinker Capital Investments, LLC | 5,423 | $1.19M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,793 | $1.20M | 0.02% | +5,793 | New |
| Wealthfront Advisers LLC | 5,862 | $1.21M | 0.01% | −237−3.9% | Reduced |
| Maryland State Retirement & Pension System | 5,760 | $1.23M | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,943 | $1.23M | 0.10% | −256−4.1% | Reduced |
| Optimal Asset Management, Inc. | 123,841 | $1.26M | 0.16% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,301 | $1.30M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,326 | $1.31M | 0.05% | +783+14.1% | Added |
| HighTower Advisors, LLC | 6,371 | $1.32M | 0.00% | −152−2.3% | Reduced |
| ING Groep NV | 6,380 | $1.32M | 0.02% | +144+2.3% | Added |
| Securian Asset Management, Inc | 6,401 | $1.32M | 0.03% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 6,465 | $1.34M | 0.20% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,527 | $1.35M | 0.02% | +252+4.0% | Added |
| LPL Financial LLC | 6,534 | $1.35M | 0.00% | −12−0.2% | Reduced |
| Eagle Asset Management Inc | 6,579 | $1.36M | 0.01% | −38−0.6% | Reduced |
| Van Eck Associates Corp | 6,590 | $1.36M | 0.00% | +567+9.4% | Added |
| Colony Group LLC | 6,724 | $1.39M | 0.03% | −324−4.6% | Reduced |
| CIBC Asset Management Inc | 6,737 | $1.39M | 0.01% | +212+3.2% | Added |
| Altshuler Shaham Ltd | 6,722 | $1.40M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,893 | $1.43M | 0.10% | +4,384+174.7% | Added |
| First Manhattan Co | 6,939 | $1.44M | 0.01% | −123−1.7% | Reduced |
| Bard Associates Inc | 6,950 | $1.44M | 0.49% | −200−2.8% | Reduced |
| MML Investors Services, LLC | 7,023 | $1.45M | 0.01% | +173+2.5% | Added |
| Hartford Investment Management Co | 7,096 | $1.47M | 0.04% | −935−11.6% | Reduced |
| Sandhill Capital Partners LLC | 7,157 | $1.48M | 0.12% | 00.0% | Unchanged |
| Fort, L.P. | 7,222 | $1.50M | 0.50% | −945−11.6% | Reduced |
| MD Financial Management Inc. | 7,280 | $1.51M | 0.04% | +308+4.4% | Added |
| Voloridge Investment Management, LLC | 7,301 | $1.51M | 0.01% | +2,294+45.8% | Added |
| Hancock Whitney Corp | 7,355 | $1.52M | 0.05% | −3,753−33.8% | Reduced |
| Old National Bancorp | 7,537 | $1.56M | 0.06% | −774−9.3% | Reduced |
| Bahl & Gaynor Inc | 7,542 | $1.56M | 0.01% | +180+2.4% | Added |
| Montag A & Associates Inc | 7,749 | $1.60M | 0.09% | −82−1.0% | Reduced |