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 |
|---|---|---|---|---|---|
| Sonen Capital LLC | 1,618 | $382.0K | 0.37% | +1,618 | New |
| Stifel Financial Corp | 1,616 | $383.0K | 0.00% | +66+4.3% | Added |
| Assenagon Asset Management S.A. | 1,645 | $389.0K | 0.00% | −79,896−98.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,663 | $393.0K | 0.02% | +325+24.3% | Added |
| HBK Sorce Advisory LLC | 1,676 | $396.0K | 0.02% | +46+2.8% | Added |
| Gateway Investment Advisers LLC | 1,676 | $396.0K | 0.00% | +390+30.3% | Added |
| Cigna Investments Inc | 1,684 | $397.0K | 0.03% | −724−30.1% | Reduced |
| Banque Cantonale Vaudoise | 1,686 | $398.0K | 0.02% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,691 | $400.0K | 0.09% | +75+4.6% | Added |
| Arthur M. Cohen & Associates, LLC | 1,700 | $402.0K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,711 | $404.0K | 0.02% | +202+13.4% | Added |
| Gsa Capital Partners LLP | 1,810 | $428.0K | 0.05% | +493+37.4% | Added |
| Ethic Inc. | 1,810 | $428.0K | 0.03% | +1,810 | New |
| Bridgefront Capital, LLC | 1,888 | $446.0K | 0.43% | +1,888 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,904 | $448.0K | 0.01% | +42+2.3% | Added |
| NEXT Financial Group, Inc | 1,897 | $448.0K | 0.03% | +742+64.2% | Added |
| Centerpoint Advisors, LLC | 1,999 | $472.0K | 0.21% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,999 | $472.0K | 0.04% | +28+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,000 | $473.0K | 0.01% | +661+49.4% | Added |
| WCM Investment Management, LLC | 2,029 | $479.0K | 0.00% | +15+0.7% | Added |
| Glenmede Trust Co NA | 2,033 | $480.0K | 0.00% | −868−29.9% | Reduced |
| Aigen Investment Management, LP | 2,156 | $506.0K | 0.03% | +2,156 | New |
| Cetera Investment Advisers | 2,189 | $517.0K | 0.01% | +639+41.2% | Added |
| Welch Group, LLC | 2,196 | $519.0K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,200 | $520.0K | 0.35% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $532.0K | 0.07% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,279 | $539.0K | 0.01% | −1,000−30.5% | Reduced |
| Trexquant Investment LP | 2,347 | $555.0K | 0.03% | +2,347 | New |
| Wetherby Asset Management Inc | 2,368 | $560.0K | 0.03% | −45−1.9% | Reduced |
| American Century Companies Inc | 2,422 | $572.0K | 0.00% | +339+16.3% | Added |
| Private Advisor Group, LLC | 2,471 | $584.0K | 0.00% | −847−25.5% | Reduced |
| Tocqueville Asset Management L.P. | 2,500 | $591.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,537 | $596.0K | 0.01% | −179−6.6% | Reduced |
| Voya Financial Advisors, Inc. | 2,533 | $596.0K | 0.07% | −171−6.3% | Reduced |
| Symmetry Partners, LLC | 2,607 | $616.0K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 2,672 | $631.0K | 0.30% | +19+0.7% | Added |
| Buffington Mohr McNeal | 2,674 | $632.0K | 0.11% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,684 | $634.0K | 0.36% | +2,684 | New |
| Captrust Financial Advisors | 2,692 | $636.0K | 0.00% | −243−8.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,697 | $637.0K | 0.07% | +616+29.6% | Added |
| CIBC World Markets Corp | 2,710 | $640.0K | 0.00% | −1,574−36.7% | Reduced |
| JustInvest LLC | 2,736 | $647.0K | 0.04% | +891+48.3% | Added |
| Seeyond | 2,749 | $649.0K | 0.06% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,750 | $650.0K | 0.02% | −211−7.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,777 | $656.0K | 0.05% | 00.0% | Unchanged |
| Advisor Partners LLC | 2,797 | $661.0K | 0.04% | +375+15.5% | Added |
| Cooper Investors Pty Ltd | 2,809 | $663.8K | 0.04% | −97,067−97.2% | Reduced |
| First Bank & Trust | 2,813 | $665.0K | 0.28% | −352−11.1% | Reduced |
| BancFirst Trust & Investment Management | 2,830 | $669.0K | 0.52% | +2,830 | New |
| Everence Capital Management Inc | 2,840 | $671.0K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,840 | $671.0K | 0.57% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,874 | $679.0K | 0.07% | +13+0.5% | Added |
| Sandhill Capital Partners LLC | 2,907 | $687.0K | 0.05% | −4,250−59.4% | Reduced |
| Blair William & Co | 2,934 | $693.0K | 0.00% | +414+16.4% | Added |
| OPSEU Pension Plan Trust Fund | 2,997 | $699.0K | 0.16% | +211+7.6% | Added |
| Creative Planning | 2,980 | $704.0K | 0.00% | +32+1.1% | Added |
| Sciencast Management LP | 3,011 | $705.0K | 0.12% | +3,011 | New |
| EULAV Asset Management | 3,014 | $712.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 3,019 | $713.0K | 0.00% | +7+0.2% | Added |
| Guinness Asset Management LTD | 3,059 | $723.0K | 0.03% | +821+36.7% | Added |
| Segment Wealth Management, LLC | 3,221 | $761.0K | 0.08% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,226 | $762.0K | 0.01% | +3,226 | New |
| B. Metzler seel. Sohn & Co. AG | 3,294 | $776.0K | 0.01% | +3,294 | New |
| Simmons Bank | 3,315 | $784.0K | 0.05% | −95−2.8% | Reduced |
| Diversified Trust Co | 3,329 | $787.0K | 0.03% | +250+8.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,420 | $808.0K | 0.02% | −31−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,419 | $808.0K | 0.00% | +46+1.4% | Added |
| Fagan Associates, Inc. | 3,480 | $822.0K | 0.16% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,547 | $838.0K | 0.02% | +2+0.1% | Added |
| Kepos Capital LP | 3,562 | $842.0K | 0.07% | +1,619+83.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,801 | $898.0K | 0.25% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,841 | $907.7K | 0.04% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,900 | $921.6K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,931 | $929.0K | 0.02% | +3+0.1% | Added |
| DB Fitzpatrick & Co, Inc | 3,948 | $933.0K | 0.87% | +3,948 | New |
| STRS Ohio | 3,967 | $937.0K | 0.00% | −8,612−68.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,042 | $955.0K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 4,148 | $977.0K | 0.00% | +4,148 | New |
| Mount Yale Investment Advisors, LLC | 4,168 | $985.0K | 0.10% | +15+0.4% | Added |
| Quadrature Capital Ltd | 4,181 | $988.0K | 0.05% | +2,350+128.3% | Added |
| Astrantus Ltd | 4,200 | $993.0K | 0.74% | +4,200 | New |
| Kenfarb & Co. | 4,295 | $1.01M | 0.74% | +4,295 | New |
| Marshall Financial Group LLC | 4,316 | $1.02M | 0.38% | +792+22.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 4,335 | $1.02M | 0.02% | −157−3.5% | Reduced |
| Virtue Capital Management, LLC | 4,410 | $1.04M | 0.15% | −103−2.3% | Reduced |
| Duncker Streett & Co Inc | 4,475 | $1.06M | 0.18% | +10.0% | Added |
| Kentucky Retirement Systems | 4,565 | $1.08M | 0.04% | +155+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,577 | $1.08M | 0.02% | −32−0.7% | Reduced |
| New Mexico Educational Retirement Board | 4,600 | $1.09M | 0.04% | −400−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,601 | $1.09M | 0.00% | +421+10.1% | Added |
| Sentry Investment Management LLC | 4,671 | $1.10M | 0.29% | +3,944+542.5% | Added |
| North Star Investment Management Corp. | 4,686 | $1.11M | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,747 | $1.12M | 0.10% | +4,747 | New |
| MAI Capital Management | 4,753 | $1.12M | 0.02% | +96+2.1% | Added |
| Louisiana State Employees Retirement System | 4,800 | $1.13M | 0.02% | +100+2.1% | Added |
| Xponance, Inc. | 4,804 | $1.14M | 0.02% | +899+23.0% | Added |
| Mission Creek Capital Partners, Inc. | 4,849 | $1.15M | 0.23% | +385+8.6% | Added |
| Mackenzie Financial Corp | 4,981 | $1.18M | 0.00% | −140−2.7% | Reduced |
| Peregrine Capital Management LLC | 5,303 | $1.25M | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,354 | $1.26M | 0.01% | −8,588−61.6% | Reduced |