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 |
|---|---|---|---|---|---|
| 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 |
| RMR Wealth Builders | 1,268 | $262.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Kestra Advisory Services, LLC | 1,226 | $254.0K | 0.00% | +51+4.3% | Added |
| Legacy Wealth Asset Management, LLC | 1,217 | $252.0K | 0.12% | −25−2.0% | Reduced |
| Covenant Partners, LLC | 1,186 | $245.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| NEXT Financial Group, Inc | 1,155 | $239.0K | 0.02% | +27+2.4% | Added |
| 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 |
| 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 |
| Pathstone Family Office, LLC | 1,132 | $234.0K | 0.01% | +70+6.6% | Added |
| 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 |
| YHB Investment Advisors, Inc. | 1,115 | $231.0K | 0.02% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,112 | $230.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,089 | $226.0K | 0.01% | −45−4.0% | Reduced |
| Mercer Global Advisors Inc | 1,086 | $225.0K | 0.00% | −101−8.5% | Reduced |
| Profund Advisors LLC | 1,084 | $224.0K | 0.01% | +7+0.6% | Added |
| Rafferty Asset Management, LLC | 1,073 | $222.0K | 0.00% | −514−32.4% | Reduced |
| Brown Advisory Securities, LLC | 1,058 | $219.0K | 0.06% | +1,058 | New |
| Ameritas Investment Partners, Inc. | 1,050 | $217.0K | 0.01% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 1,032 | $214.0K | 0.02% | +113+12.3% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| People's United Financial, Inc. | 989 | $205.0K | 0.00% | +989 | New |
| Kestra Private Wealth Services, LLC | 981 | $203.0K | 0.01% | +981 | New |
| Beacon Pointe Advisors, LLC | 975 | $202.0K | 0.00% | −101−9.4% | Reduced |
| Simplex Trading, LLC | 896 | $197.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 950 | $196.0K | 0.01% | −8−0.8% | Reduced |
| Natixis Investment Managers International | 935 | $193.0K | 0.01% | −57−5.7% | Reduced |
| Meeder Asset Management Inc | 785 | $162.0K | 0.01% | +50+6.8% | Added |
| Federated Hermes, Inc. | 764 | $158.0K | 0.00% | −15−1.9% | Reduced |
| Sentry Investment Management LLC | 727 | $150.0K | 0.04% | −106−12.7% | Reduced |
| Point72 Hong Kong Ltd | 710 | $147.0K | 0.01% | +710 | New |
| Benjamin F. Edwards & Company, Inc. | 701 | $145.0K | 0.01% | +96+15.9% | Added |
| State of Wyoming | 672 | $139.0K | 0.09% | −125−15.7% | Reduced |
| FourThought Financial, LLC | 660 | $136.0K | 0.02% | −20−2.9% | Reduced |
| First Horizon Advisors, Inc. | 626 | $129.0K | 0.00% | +207+49.4% | Added |
| Huntington National Bank | 600 | $124.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 529 | $109.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 527 | $109.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 519 | $107.0K | 0.01% | −1−0.2% | Reduced |
| Neo Ivy Capital Management | 646 | $102.0K | 0.12% | +646 | New |
| Dougherty Wealth Advisers LLC | 473 | $98.0K | 0.15% | 00.0% | Unchanged |
| Central Trust Co | 446 | $92.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 410 | $84.0K | 0.01% | +223+119.3% | Added |
| PFG Private Wealth Management, LLC | 353 | $73.0K | 0.04% | +353 | New |
| Newfound Research LLC | 343 | $71.0K | 0.11% | +10+3.0% | Added |
| Signaturefd, LLC | 345 | $71.0K | 0.00% | +45+15.0% | Added |
| Column Capital Advisors, LLC | 317 | $66.0K | 0.01% | −19−5.7% | Reduced |
| Parallel Advisors, LLC | 319 | $66.0K | 0.00% | +48+17.7% | Added |
| West Paces Advisors Inc. | 310 | $64.2K | 0.02% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 278 | $58.0K | 0.00% | −460−62.3% | Reduced |
| JJJ Advisors Inc. | 281 | $58.0K | 0.02% | −14−4.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 280 | $58.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $57.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 274 | $56.0K | 0.00% | +27+10.9% | Added |
| Anchor Investment Management, LLC | 267 | $55.3K | 0.01% | 00.0% | Unchanged |
| Tobam | 257 | $53.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $52.0K | 0.00% | +166+197.6% | Added |
| Achmea Investment Management B.V. | 236 | $49.0K | 0.00% | +236 | New |
| Eagle Bay Advisors LLC | 235 | $48.0K | 0.03% | −54−18.7% | Reduced |
| Lindbrook Capital, LLC | 209 | $43.0K | 0.01% | +5+2.5% | Added |
| Proequities, Inc. | 193 | $40.0K | 0.00% | −57−22.8% | Reduced |
| CoreFirst Bank & Trust | 191 | $40.0K | 0.03% | 00.0% | Unchanged |
| Consolidated Planning Corp | 177 | $37.0K | 0.02% | +177 | New |
| Trustcore Financial Services, LLC | 159 | $33.0K | 0.00% | +16+11.2% | Added |
| Dark Forest Capital Management LP | 155 | $32.0K | 0.01% | +155 | New |
| Brewin Dolphin Ltd | 150 | $31.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 151 | $31.0K | 0.00% | −65−30.1% | Reduced |
| Laurel Wealth Advisors LLC | 150 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 143 | $30.0K | 0.00% | +15+11.7% | Added |
| Gemmer Asset Management LLC | 141 | $29.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 134 | $27.0K | 0.00% | −92−40.7% | Reduced |
| Pinnacle Bancorp, Inc. | 123 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $25.0K | 0.01% | +120 | New |
| Fieldpoint Private Securities, LLC | 110 | $23.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $23.0K | 0.00% | +5+4.8% | Added |
| SRS Capital Advisors, Inc. | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 96 | $20.0K | 0.00% | +96 | New |
| Oakworth Capital, Inc. | 93 | $19.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 90 | $19.0K | 0.00% | +81+900.0% | Added |
| IMA Wealth, Inc. | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $17.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 84 | $17.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 80 | $16.6K | 0.00% | +11+15.9% | Added |
| SOA Wealth Advisors, LLC. | 82 | $16.0K | 0.00% | −2−2.4% | Reduced |