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, Q4 2021
Institutional positions in Idex Corp as of Dec 31, 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
- 590
- +51 vs. Q3 2021
- Shares held
- 73.9M
- −468.6K (−0.6%) vs. Q3 2021
- Total value
- $17.5B
- +$2.05B (+13.3%) vs. Q3 2021
- New holders
- 85
- 219 more added
- Sold out
- 34
- 178 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 280 | $66.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 279 | $66.0K | 0.02% | −2−0.7% | Reduced |
| Eagle Bay Advisors LLC | 284 | $67.0K | 0.04% | +49+20.9% | Added |
| West Paces Advisors Inc. | 310 | $73.3K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 317 | $75.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 338 | $79.0K | 0.00% | +64+23.4% | Added |
| Desjardins Global Asset Management Inc. | 346 | $81.0K | 0.01% | +346 | New |
| Signaturefd, LLC | 371 | $88.0K | 0.00% | +26+7.5% | Added |
| IndexIQ Advisors LLC | 371 | $88.0K | 0.00% | +93+33.5% | Added |
| Standard Family Office LLC | 371 | $88.0K | 0.78% | +371 | New |
| Parallel Advisors, LLC | 384 | $91.0K | 0.00% | +65+20.4% | Added |
| Central Trust Co | 446 | $105.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 444 | $105.0K | 0.05% | +91+25.8% | Added |
| Quadrant Capital Group LLC | 457 | $108.0K | 0.01% | −62−11.9% | Reduced |
| Advisors Asset Management, Inc. | 461 | $108.9K | 0.00% | −783−62.9% | Reduced |
| Dougherty Wealth Advisers LLC | 473 | $112.0K | 0.16% | 00.0% | Unchanged |
| Umb Bank N A | 504 | $120.0K | 0.00% | +504 | New |
| Acadian Asset Management LLC | 527 | $124.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 593 | $140.0K | 0.00% | −7−1.2% | Reduced |
| FourThought Financial, LLC | 596 | $141.0K | 0.02% | −64−9.7% | Reduced |
| First Horizon Advisors, Inc. | 636 | $150.0K | 0.00% | +10+1.6% | Added |
| State of Wyoming | 643 | $152.0K | 0.07% | −29−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 719 | $170.0K | 0.01% | +18+2.6% | Added |
| Federated Hermes, Inc. | 739 | $175.0K | 0.00% | −25−3.3% | Reduced |
| Bessemer Group Inc | 829 | $196.0K | 0.00% | −329−28.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 830 | $196.0K | 0.00% | +301+56.9% | Added |
| Brown Advisory Securities, LLC | 847 | $200.0K | 0.09% | −211−19.9% | Reduced |
| Oak Thistle LLC | 856 | $202.0K | 0.16% | +856 | New |
| Dai-Ichi Life Insurance Company, Ltd | 859 | $203.0K | 0.00% | +859 | New |
| Veritable, L.P. | 868 | $205.0K | 0.00% | +868 | New |
| Cadent Capital Advisors, LLC | 867 | $205.0K | 0.09% | +867 | New |
| Natixis Investment Managers International | 875 | $206.0K | 0.01% | −60−6.4% | Reduced |
| CWM, LLC | 876 | $207.0K | 0.00% | +876 | New |
| Vantage Consulting Group Inc | 877 | $207.0K | 0.06% | +877 | New |
| Syntax Advisors, LLC | 877 | $207.0K | 0.15% | +877 | New |
| People's United Financial, Inc. | 889 | $210.0K | 0.01% | −100−10.1% | Reduced |
| Connecticut Wealth Management, LLC | 891 | $211.0K | 0.02% | +891 | New |
| Meiji Yasuda Asset Management Co Ltd. | 900 | $213.0K | 0.01% | +900 | New |
| Pinnacle Wealth Planning Services, Inc. | 903 | $213.0K | 0.04% | +903 | New |
| Wahed Invest LLC | 907 | $214.0K | 0.12% | +907 | New |
| United Capital Financial Advisers, LLC | 918 | $217.0K | 0.00% | −111−10.8% | Reduced |
| Vestcor Inc | 938 | $222.0K | 0.01% | −185−16.5% | Reduced |
| Belpointe Asset Management LLC | 950 | $224.0K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 948 | $224.0K | 0.13% | +948 | New |
| Harvey Capital Management Inc | 1,000 | $236.0K | 0.07% | −125−11.1% | Reduced |
| Dearborn Partners LLC | 1,000 | $236.0K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,000 | $236.0K | 0.20% | 00.0% | Unchanged |
| Canandaigua National Corp | 1,013 | $239.0K | 0.04% | −14−1.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,012 | $239.0K | 0.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 1,024 | $242.0K | 0.00% | −49−4.6% | Reduced |
| Corient Capital Partners, LLC | 1,045 | $247.0K | 0.02% | +13+1.3% | Added |
| Ameritas Investment Partners, Inc. | 1,050 | $248.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,050 | $248.0K | 0.47% | +27+2.6% | Added |
| Profund Advisors LLC | 1,057 | $250.0K | 0.01% | −27−2.5% | Reduced |
| Hilltop Holdings Inc. | 1,057 | $250.0K | 0.03% | +28+2.7% | Added |
| Argent Trust Co | 1,087 | $257.0K | 0.02% | +1,087 | New |
| Grandfield & Dodd, LLC | 1,112 | $260.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,109 | $262.0K | 0.02% | −6−0.5% | Reduced |
| Forum Financial Management, LP | 1,122 | $265.0K | 0.01% | +1,122 | New |
| Raymond James Trust N.A. | 1,125 | $266.0K | 0.01% | +36+3.3% | Added |
| Nations Financial Group Inc, | 1,132 | $268.0K | 0.04% | −30−2.6% | Reduced |
| Cooper Financial Group | 1,154 | $273.0K | 0.10% | +4+0.3% | Added |
| AIA Group Ltd | 1,163 | $275.0K | 0.01% | +1,163 | New |
| Empirical Finance, LLC | 1,163 | $275.0K | 0.03% | +1,163 | New |
| Legacy Wealth Asset Management, LLC | 1,179 | $279.0K | 0.09% | −38−3.1% | Reduced |
| Covenant Partners, LLC | 1,186 | $280.0K | 0.10% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,187 | $281.0K | 0.05% | +1,187 | New |
| Kestra Advisory Services, LLC | 1,198 | $283.0K | 0.00% | −28−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 1,202 | $284.0K | 0.00% | −4,591−79.3% | Reduced |
| Kestra Private Wealth Services, LLC | 1,206 | $285.0K | 0.01% | +225+22.9% | Added |
| Jump Financial, LLC | 1,215 | $288.0K | 0.02% | +1,215 | New |
| Pathstone Family Office, LLC | 1,229 | $291.0K | 0.01% | +97+8.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,242 | $294.0K | 0.06% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,261 | $298.0K | 0.04% | −894−41.5% | Reduced |
| Lakeview Capital Partners, LLC | 1,270 | $300.0K | 0.18% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,272 | $301.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,309 | $309.0K | 0.03% | −853−39.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,311 | $310.0K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,328 | $314.0K | 0.00% | +242+22.3% | Added |
| Checchi Capital Advisers, LLC | 1,351 | $319.0K | 0.04% | −63−4.5% | Reduced |
| Zeke Capital Advisors, LLC | 1,355 | $320.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,355 | $320.0K | 0.00% | +56+4.3% | Added |
| FORA Capital, LLC | 1,354 | $320.0K | 0.12% | +1,354 | New |
| Sigma Planning Corp | 1,363 | $322.0K | 0.01% | +3+0.2% | Added |
| Park Avenue Securities LLC | 1,381 | $326.0K | 0.01% | +237+20.7% | Added |
| Wallington Asset Management, LLC | 1,400 | $331.0K | 0.05% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $333.0K | 0.02% | +1,410 | New |
| Ci Investments Inc. | 1,455 | $344.0K | 0.00% | −103−6.6% | Reduced |
| Nomura Holdings Inc | 1,459 | $345.0K | 0.00% | −966−39.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,460 | $345.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 1,475 | $349.0K | 0.00% | +1,385+1,538.9% | Added |
| Los Angeles Capital Management LLC | 1,491 | $352.0K | 0.00% | −2,046−57.8% | Reduced |
| Comerica Securities,inc. | 1,510 | $357.0K | 0.02% | +73+5.1% | Added |
| Greenleaf Trust | 1,526 | $361.0K | 0.00% | +81+5.6% | Added |
| Twinbeech Capital LP | 1,536 | $363.0K | 0.02% | +1,536 | New |
| American Portfolios Advisors | 1,560 | $368.7K | 0.01% | +146+10.3% | Added |
| Ontario Teachers Pension Plan Board | 1,565 | $370.0K | 0.00% | −484,571−99.7% | Reduced |
| Advisory Services Network, LLC | 1,573 | $371.0K | 0.01% | +17+1.1% | Added |
| Krane Funds Advisors LLC | 1,574 | $372.0K | 0.01% | +1,574 | New |
| Estabrook Capital Management | 1,600 | $378.1K | 0.05% | 00.0% | Unchanged |