Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 590 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ4 2021: $17.5B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2021.

Institutions holding IEX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
New Mexico Educational Retirement Board4,600$1.09M0.04%−400−8.0%Reduced
Raymond James Financial Services Advisors, Inc.4,601$1.09M0.00%+421+10.1%Added
Sumitomo Mitsui DS Asset Management Company, Ltd4,577$1.08M0.02%−32−0.7%Reduced
Kentucky Retirement Systems4,565$1.08M0.04%+155+3.5%Added
Duncker Streett & Co Inc4,475$1.06M0.18%+10.0%Added
Virtue Capital Management, LLC4,410$1.04M0.15%−103−2.3%Reduced
Tortoise Capital Advisors, L.L.C.4,335$1.02M0.02%−157−3.5%Reduced
Marshall Financial Group LLC4,316$1.02M0.38%+792+22.5%Added
Kenfarb & Co.4,295$1.01M0.74%+4,295New
Astrantus Ltd4,200$993.0K0.74%+4,200New
Quadrature Capital Ltd4,181$988.0K0.05%+2,350+128.3%Added
Mount Yale Investment Advisors, LLC4,168$985.0K0.10%+15+0.4%Added
National Bank of Canada4,148$977.0K0.00%+4,148New
BI Asset Management Fondsmaeglerselskab A/S4,042$955.0K0.04%00.0%Unchanged
STRS Ohio3,967$937.0K0.00%−8,612−68.5%Reduced
DB Fitzpatrick & Co, Inc3,948$933.0K0.87%+3,948New
Cullen/Frost Bankers, Inc.3,931$929.0K0.02%+3+0.1%Added
E. Ohman J:or Asset Management AB3,900$921.6K0.03%00.0%Unchanged
Leonteq Securities AG3,841$907.7K0.04%00.0%Unchanged
Spectrum Asset Management, Inc. (NB/CA)3,801$898.0K0.25%00.0%Unchanged
Kepos Capital LP3,562$842.0K0.07%+1,619+83.3%Added
Stratos Wealth Partners, LTD.3,547$838.0K0.02%+2+0.1%Added
Fagan Associates, Inc.3,480$822.0K0.16%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC3,420$808.0K0.02%−31−0.9%Reduced
Commonwealth Equity Services, LLC3,419$808.0K0.00%+46+1.4%Added
Diversified Trust Co3,329$787.0K0.03%+250+8.1%Added
Simmons Bank3,315$784.0K0.05%−95−2.8%Reduced
B. Metzler seel. Sohn & Co. AG3,294$776.0K0.01%+3,294New
Walleye Trading LLC3,226$762.0K0.01%+3,226New
Segment Wealth Management, LLC3,221$761.0K0.08%00.0%Unchanged
Guinness Asset Management LTD3,059$723.0K0.03%+821+36.7%Added
Keybank National Association3,019$713.0K0.00%+7+0.2%Added
EULAV Asset Management3,014$712.0K0.02%00.0%Unchanged
Sciencast Management LP3,011$705.0K0.12%+3,011New
Creative Planning2,980$704.0K0.00%+32+1.1%Added
OPSEU Pension Plan Trust Fund2,997$699.0K0.16%+211+7.6%Added
Blair William & Co2,934$693.0K0.00%+414+16.4%Added
Sandhill Capital Partners LLC2,907$687.0K0.05%−4,250−59.4%Reduced
We Are One Seven, LLC2,874$679.0K0.07%+13+0.5%Added
Everence Capital Management Inc2,840$671.0K0.05%00.0%Unchanged
Amica Retiree Medical Trust2,840$671.0K0.57%00.0%Unchanged
BancFirst Trust & Investment Management2,830$669.0K0.52%+2,830New
First Bank & Trust2,813$665.0K0.28%−352−11.1%Reduced
Cooper Investors Pty Ltd2,809$663.8K0.04%−97,067−97.2%Reduced
Advisor Partners LLC2,797$661.0K0.04%+375+15.5%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,777$656.0K0.05%00.0%Unchanged
FDx Advisors, Inc.2,750$650.0K0.02%−211−7.1%Reduced
Seeyond2,749$649.0K0.06%00.0%Unchanged
JustInvest LLC2,736$647.0K0.04%+891+48.3%Added
CIBC World Markets Corp2,710$640.0K0.00%−1,574−36.7%Reduced
Baker Tilly Wealth Management, LLC2,697$637.0K0.07%+616+29.6%Added
Captrust Financial Advisors2,692$636.0K0.00%−243−8.3%Reduced
XTX Topco Ltd2,684$634.0K0.36%+2,684New
Buffington Mohr McNeal2,674$632.0K0.11%00.0%Unchanged
First Pacific Financial2,672$631.0K0.30%+19+0.7%Added
Symmetry Partners, LLC2,607$616.0K0.04%00.0%Unchanged
Phoenix Holdings Ltd.2,537$596.0K0.01%−179−6.6%Reduced
Voya Financial Advisors, Inc.2,533$596.0K0.07%−171−6.3%Reduced
Tocqueville Asset Management L.P.2,500$591.0K0.01%00.0%Unchanged
Private Advisor Group, LLC2,471$584.0K0.00%−847−25.5%Reduced
American Century Companies Inc2,422$572.0K0.00%+339+16.3%Added
Wetherby Asset Management Inc2,368$560.0K0.03%−45−1.9%Reduced
Trexquant Investment LP2,347$555.0K0.03%+2,347New
Beck Mack & Oliver LLC2,279$539.0K0.01%−1,000−30.5%Reduced
Pekin Hardy Strauss, Inc.2,250$532.0K0.07%00.0%Unchanged
Yorktown Management & Research Co Inc2,200$520.0K0.35%00.0%Unchanged
Welch Group, LLC2,196$519.0K0.03%00.0%Unchanged
Cetera Investment Advisers2,189$517.0K0.01%+639+41.2%Added
Aigen Investment Management, LP2,156$506.0K0.03%+2,156New
Glenmede Trust Co NA2,033$480.0K0.00%−868−29.9%Reduced
WCM Investment Management, LLC2,029$479.0K0.00%+15+0.7%Added
O'Shaughnessy Asset Management, LLC2,000$473.0K0.01%+661+49.4%Added
Centerpoint Advisors, LLC1,999$472.0K0.21%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund1,999$472.0K0.04%+28+1.4%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,904$448.0K0.01%+42+2.3%Added
NEXT Financial Group, Inc1,897$448.0K0.03%+742+64.2%Added
Bridgefront Capital, LLC1,888$446.0K0.43%+1,888New
Gsa Capital Partners LLP1,810$428.0K0.05%+493+37.4%Added
Ethic Inc.1,810$428.0K0.03%+1,810New
Snowden Capital Advisors LLC1,711$404.0K0.02%+202+13.4%Added
Arthur M. Cohen & Associates, LLC1,700$402.0K0.07%00.0%Unchanged
YorkBridge Wealth Partners, LLC1,691$400.0K0.09%+75+4.6%Added
Banque Cantonale Vaudoise1,686$398.0K0.02%00.0%Unchanged
Cigna Investments Inc1,684$397.0K0.03%−724−30.1%Reduced
HBK Sorce Advisory LLC1,676$396.0K0.02%+46+2.8%Added
Gateway Investment Advisers LLC1,676$396.0K0.00%+390+30.3%Added
Vestmark Advisory Solutions, Inc.1,663$393.0K0.02%+325+24.3%Added
Assenagon Asset Management S.A.1,645$389.0K0.00%−79,896−98.0%Reduced
Stifel Financial Corp1,616$383.0K0.00%+66+4.3%Added
Sonen Capital LLC1,618$382.0K0.37%+1,618New
Estabrook Capital Management1,600$378.1K0.05%00.0%Unchanged
Krane Funds Advisors LLC1,574$372.0K0.01%+1,574New
Advisory Services Network, LLC1,573$371.0K0.01%+17+1.1%Added
Ontario Teachers Pension Plan Board1,565$370.0K0.00%−484,571−99.7%Reduced
American Portfolios Advisors1,560$368.7K0.01%+146+10.3%Added
Twinbeech Capital LP1,536$363.0K0.02%+1,536New
Greenleaf Trust1,526$361.0K0.00%+81+5.6%Added
Comerica Securities,inc.1,510$357.0K0.02%+73+5.1%Added
Los Angeles Capital Management LLC1,491$352.0K0.00%−2,046−57.8%Reduced
Assetmark, Inc1,475$349.0K0.00%+1,385+1,538.9%Added