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 |
|---|---|---|---|---|---|
| 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 |
| Ci Investments Inc. | 1,455 | $344.0K | 0.00% | −103−6.6% | Reduced |
| Advisory Alpha, LLC | 1,410 | $333.0K | 0.02% | +1,410 | New |
| Wallington Asset Management, LLC | 1,400 | $331.0K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,381 | $326.0K | 0.01% | +237+20.7% | Added |
| Sigma Planning Corp | 1,363 | $322.0K | 0.01% | +3+0.2% | Added |
| 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 |
| Checchi Capital Advisers, LLC | 1,351 | $319.0K | 0.04% | −63−4.5% | Reduced |
| Mercer Global Advisors Inc | 1,328 | $314.0K | 0.00% | +242+22.3% | Added |
| Marble Harbor Investment Counsel, LLC | 1,311 | $310.0K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,309 | $309.0K | 0.03% | −853−39.5% | Reduced |
| Stock Yards Bank & Trust Co | 1,272 | $301.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,270 | $300.0K | 0.18% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,261 | $298.0K | 0.04% | −894−41.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,242 | $294.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,229 | $291.0K | 0.01% | +97+8.6% | Added |
| Jump Financial, LLC | 1,215 | $288.0K | 0.02% | +1,215 | New |
| Kestra Private Wealth Services, LLC | 1,206 | $285.0K | 0.01% | +225+22.9% | Added |
| ExodusPoint Capital Management, LP | 1,202 | $284.0K | 0.00% | −4,591−79.3% | Reduced |
| Kestra Advisory Services, LLC | 1,198 | $283.0K | 0.00% | −28−2.3% | Reduced |
| Quantinno Capital Management LP | 1,187 | $281.0K | 0.05% | +1,187 | New |
| Covenant Partners, LLC | 1,186 | $280.0K | 0.10% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,179 | $279.0K | 0.09% | −38−3.1% | Reduced |
| AIA Group Ltd | 1,163 | $275.0K | 0.01% | +1,163 | New |
| Empirical Finance, LLC | 1,163 | $275.0K | 0.03% | +1,163 | New |
| Cooper Financial Group | 1,154 | $273.0K | 0.10% | +4+0.3% | Added |
| Nations Financial Group Inc, | 1,132 | $268.0K | 0.04% | −30−2.6% | Reduced |
| Raymond James Trust N.A. | 1,125 | $266.0K | 0.01% | +36+3.3% | Added |
| Forum Financial Management, LP | 1,122 | $265.0K | 0.01% | +1,122 | New |
| YHB Investment Advisors, Inc. | 1,109 | $262.0K | 0.02% | −6−0.5% | Reduced |
| Grandfield & Dodd, LLC | 1,112 | $260.0K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 1,087 | $257.0K | 0.02% | +1,087 | New |
| 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 |
| 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 |
| Corient Capital Partners, LLC | 1,045 | $247.0K | 0.02% | +13+1.3% | Added |
| Rafferty Asset Management, LLC | 1,024 | $242.0K | 0.00% | −49−4.6% | Reduced |
| 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 |
| 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 |
| Belpointe Asset Management LLC | 950 | $224.0K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 948 | $224.0K | 0.13% | +948 | New |
| Vestcor Inc | 938 | $222.0K | 0.01% | −185−16.5% | Reduced |
| United Capital Financial Advisers, LLC | 918 | $217.0K | 0.00% | −111−10.8% | Reduced |
| Wahed Invest LLC | 907 | $214.0K | 0.12% | +907 | 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 |
| Connecticut Wealth Management, LLC | 891 | $211.0K | 0.02% | +891 | New |
| People's United Financial, Inc. | 889 | $210.0K | 0.01% | −100−10.1% | 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 |
| Natixis Investment Managers International | 875 | $206.0K | 0.01% | −60−6.4% | Reduced |
| Veritable, L.P. | 868 | $205.0K | 0.00% | +868 | New |
| Cadent Capital Advisors, LLC | 867 | $205.0K | 0.09% | +867 | New |
| Dai-Ichi Life Insurance Company, Ltd | 859 | $203.0K | 0.00% | +859 | New |
| Oak Thistle LLC | 856 | $202.0K | 0.16% | +856 | New |
| Brown Advisory Securities, LLC | 847 | $200.0K | 0.09% | −211−19.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 830 | $196.0K | 0.00% | +301+56.9% | Added |
| Bessemer Group Inc | 829 | $196.0K | 0.00% | −329−28.4% | Reduced |
| Federated Hermes, Inc. | 739 | $175.0K | 0.00% | −25−3.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 719 | $170.0K | 0.01% | +18+2.6% | Added |
| State of Wyoming | 643 | $152.0K | 0.07% | −29−4.3% | Reduced |
| First Horizon Advisors, Inc. | 636 | $150.0K | 0.00% | +10+1.6% | Added |
| FourThought Financial, LLC | 596 | $141.0K | 0.02% | −64−9.7% | Reduced |
| Huntington National Bank | 593 | $140.0K | 0.00% | −7−1.2% | Reduced |
| Acadian Asset Management LLC | 527 | $124.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 504 | $120.0K | 0.00% | +504 | New |
| Dougherty Wealth Advisers LLC | 473 | $112.0K | 0.16% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 461 | $108.9K | 0.00% | −783−62.9% | Reduced |
| Quadrant Capital Group LLC | 457 | $108.0K | 0.01% | −62−11.9% | Reduced |
| 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 |
| Parallel Advisors, LLC | 384 | $91.0K | 0.00% | +65+20.4% | Added |
| 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 |
| Desjardins Global Asset Management Inc. | 346 | $81.0K | 0.01% | +346 | New |
| Penserra Capital Management LLC | 338 | $79.0K | 0.00% | +64+23.4% | Added |
| Column Capital Advisors, LLC | 317 | $75.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 310 | $73.3K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 284 | $67.0K | 0.04% | +49+20.9% | Added |
| 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 |
| Smithfield Trust Co | 277 | $65.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $63.1K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 267 | $63.0K | 0.01% | +267 | New |
| Covestor Ltd | 266 | $63.0K | 0.09% | +266 | New |
| Tobam | 257 | $61.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 246 | $58.0K | 0.00% | −4−1.6% | Reduced |
| Proequities, Inc. | 244 | $58.0K | 0.00% | +51+26.4% | Added |
| Achmea Investment Management B.V. | 236 | $56.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 215 | $51.0K | 0.04% | +215 | New |
| Castleview Partners, LLC | 11,816 | $50.0K | 0.00% | +11,816 | New |