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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 4,042 | $836.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,027 | $834.0K | 0.02% | +1,015+33.7% | Added |
| Cullen/Frost Bankers, Inc. | 3,928 | $813.0K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 3,905 | $808.0K | 0.02% | −348−8.2% | Reduced |
| E. Ohman J:or Asset Management AB | 3,900 | $807.1K | 0.03% | +3,900 | New |
| Leonteq Securities AG | 3,841 | $794.9K | 0.04% | −73−1.9% | Reduced |
| 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 |
| Stratos Wealth Partners, LTD. | 3,545 | $734.0K | 0.02% | +4+0.1% | Added |
| Los Angeles Capital Management LLC | 3,537 | $732.0K | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 3,528 | $730.0K | 0.02% | +394+12.6% | Added |
| Marshall Financial Group LLC | 3,524 | $729.0K | 0.38% | +331+10.4% | Added |
| Fagan Associates, Inc. | 3,480 | $720.0K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,451 | $714.0K | 0.01% | +3+0.1% | Added |
| Simmons Bank | 3,410 | $706.0K | 0.05% | +55+1.6% | Added |
| Commonwealth Equity Services, LLC | 3,373 | $698.0K | 0.00% | +734+27.8% | Added |
| Private Advisor Group, LLC | 3,318 | $687.0K | 0.00% | +1,038+45.5% | Added |
| Beck Mack & Oliver LLC | 3,279 | $679.0K | 0.02% | −1,000−23.4% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $667.0K | 0.08% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,215 | $665.0K | 0.08% | −2,739−46.0% | Reduced |
| First Hawaiian Bank | 3,201 | $663.0K | 0.03% | −17−0.5% | Reduced |
| First Bank & Trust | 3,165 | $655.0K | 0.30% | −97−3.0% | Reduced |
| Bartlett & Co. LLC | 3,150 | $652.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,150 | $651.9K | 0.01% | 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 |
| EULAV Asset Management | 3,014 | $624.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 3,012 | $623.0K | 0.00% | +26+0.9% | Added |
| FDx Advisors, Inc. | 2,961 | $613.0K | 0.02% | +207+7.5% | Added |
| Creative Planning | 2,948 | $610.0K | 0.00% | +69+2.4% | Added |
| Captrust Financial Advisors | 2,935 | $607.0K | 0.01% | −12−0.4% | Reduced |
| Glenmede Trust Co NA | 2,901 | $600.0K | 0.00% | +35+1.2% | Added |
| Capstone Investment Advisors, LLC | 2,850 | $590.0K | 0.01% | +2,850 | New |
| 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 |
| AlphaCrest Capital Management LLC | 2,828 | $585.0K | 0.03% | +786+38.5% | Added |
| OPSEU Pension Plan Trust Fund | 2,786 | $578.0K | 0.15% | −76−2.7% | Reduced |
| Phoenix Holdings Ltd. | 2,716 | $577.0K | 0.01% | +2,716 | New |
| Voya Financial Advisors, Inc. | 2,704 | $576.0K | 0.07% | +19+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,777 | $574.0K | 0.05% | 00.0% | Unchanged |
| Seeyond | 2,749 | $568.0K | 0.05% | −28−1.0% | Reduced |
| Glenview Trust Co | 2,732 | $565.0K | 0.02% | +108+4.1% | Added |
| Capital International Sarl | 2,713 | $561.0K | 0.05% | −153−5.3% | Reduced |
| Buffington Mohr McNeal | 2,674 | $553.0K | 0.11% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,607 | $550.0K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 2,653 | $549.0K | 0.29% | +108+4.2% | Added |
| Blair William & Co | 2,520 | $522.0K | 0.00% | −8−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 2,500 | $517.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,425 | $510.0K | 0.00% | +590+32.2% | Added |
| Advisor Partners LLC | 2,422 | $501.0K | 0.03% | −262−9.8% | Reduced |
| Wetherby Asset Management Inc | 2,413 | $499.0K | 0.03% | −2−0.1% | Reduced |
| Cigna Investments Inc | 2,408 | $498.0K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 2,327 | $482.0K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $466.0K | 0.07% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,238 | $463.0K | 0.02% | +383+20.6% | Added |
| Yorktown Management & Research Co Inc | 2,200 | $455.0K | 0.34% | 00.0% | Unchanged |
| Welch Group, LLC | 2,196 | $454.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,162 | $447.0K | 0.04% | +2,162 | New |
| IBM Retirement Fund | 2,155 | $446.0K | 0.03% | +17+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 |
| WCM Investment Management, LLC | 2,014 | $417.0K | 0.00% | +15+0.8% | Added |
| Centerpoint Advisors, LLC | 1,999 | $414.0K | 0.20% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,971 | $408.0K | 0.04% | −5−0.3% | Reduced |
| Kepos Capital LP | 1,943 | $402.0K | 0.03% | −124−6.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,935 | $400.0K | 0.01% | 00.0% | Unchanged |
| Toews Corp | 1,900 | $393.0K | 0.05% | +1,900 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,862 | $385.0K | 0.01% | −7,067−79.1% | Reduced |
| JustInvest LLC | 1,845 | $382.0K | 0.03% | −2,658−59.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,839 | $381.0K | 0.05% | −6,342−77.5% | Reduced |
| Quadrature Capital Ltd | 1,831 | $379.0K | 0.01% | −1,494−44.9% | Reduced |
| Fox Run Management, L.L.C. | 1,814 | $375.0K | 0.24% | +1,814 | New |
| CX Institutional | 1,710 | $354.0K | 0.03% | −6,972−80.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,700 | $352.0K | 0.07% | 00.0% | Unchanged |
| World Asset Management Inc | 1,689 | $350.0K | 0.03% | −127−7.0% | Reduced |
| Banque Cantonale Vaudoise | 1,686 | $348.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,630 | $337.0K | 0.02% | +70+4.5% | Added |
| YorkBridge Wealth Partners, LLC | 1,616 | $334.0K | 0.08% | +172+11.9% | Added |
| Estabrook Capital Management | 1,600 | $331.1K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Snowden Capital Advisors LLC | 1,509 | $312.3K | 0.02% | −201−11.8% | Reduced |
| Polar Asset Management Partners Inc. | 1,479 | $306.0K | 0.00% | −820−35.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,460 | $302.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 1,445 | $299.0K | 0.00% | −8−0.6% | Reduced |
| Comerica Securities,inc. | 1,437 | $297.0K | 0.02% | +58+4.2% | Added |
| Checchi Capital Advisers, LLC | 1,414 | $293.0K | 0.04% | +99+7.5% | Added |
| American Portfolios Advisors | 1,414 | $292.6K | 0.01% | +49+3.6% | Added |
| Wallington Asset Management, LLC | 1,400 | $290.0K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,360 | $281.0K | 0.01% | −667−32.9% | Reduced |
| Zeke Capital Advisors, LLC | 1,355 | $280.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Gsa Capital Partners LLP | 1,317 | $273.0K | 0.03% | +1,317 | New |
| Marble Harbor Investment Counsel, LLC | 1,311 | $271.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,299 | $269.0K | 0.00% | +140+12.1% | Added |
| Gateway Investment Advisers LLC | 1,286 | $266.0K | 0.00% | 00.0% | Unchanged |