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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
Ellevest, Inc.209$49.0K0.00%+209New
Seldon Capital LP209$49.0K0.03%+209New
Lindbrook Capital, LLC205$48.0K0.01%−4−1.9%Reduced
Quent Capital, LLC195$46.0K0.01%+195New
CoreFirst Bank & Trust191$45.0K0.03%00.0%Unchanged
Trustcore Financial Services, LLC159$38.0K0.00%00.0%Unchanged
Whittier Trust Co151$36.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd150$35.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC150$35.0K0.01%00.0%Unchanged
Cambridge Trust Co150$35.0K0.00%+150New
Harbour Investments, Inc.143$34.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC141$33.0K0.00%00.0%Unchanged
Ossiam134$32.0K0.00%−3,667−96.5%Reduced
EverSource Wealth Advisors, LLC133$31.0K0.01%+133New
Pinnacle Bancorp, Inc.123$29.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc120$28.0K0.01%00.0%Unchanged
CVA Family Office, LLC116$27.0K0.01%+116New
Farmers & Merchants Investments Inc110$26.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC110$26.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.108$26.0K0.00%+2+1.9%Added
Confluence Wealth Services, Inc.100$23.0K0.01%+100New
Oakworth Capital, Inc.93$22.0K0.00%00.0%Unchanged
TD Private Client Wealth LLC93$22.0K0.00%+13+16.3%Added
IMA Wealth, Inc.88$21.0K0.00%00.0%Unchanged
Caldwell Trust Co85$20.1K0.00%00.0%Unchanged
Stephenson National Bank & Trust84$20.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.82$19.0K0.00%00.0%Unchanged
Simplex Trading, LLC77$18.0K0.00%−819−91.4%Reduced
MUFG Americas Holdings Corp66$16.0K0.00%00.0%Unchanged
RGT Wealth Advisors, LLC66$16.0K0.00%+66New
Vigilant Capital Management, LLC62$15.0K0.00%−34−35.4%Reduced
Essex Investment Management Co LLC62$15.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust64$15.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC63$15.0K0.00%+37+142.3%Added
Tarbox Family Office, Inc.59$14.0K0.00%00.0%Unchanged
Key Financial Inc58$14.0K0.01%00.0%Unchanged
City Holding Co70$13.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC55$13.0K0.00%00.0%Unchanged
Webster Bank, N. A.54$13.0K0.00%+54New
Delta Asset Management LLC45$11.0K0.00%00.0%Unchanged
Versant Capital Management, Inc41$10.0K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.43$10.0K0.01%+43New
Valley National Advisers Inc38$9.00K0.00%00.0%Unchanged
Creative Financial Designs Inc40$9.00K0.00%00.0%Unchanged
Earnest Partners LLC39$9.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.40$9.00K0.00%00.0%Unchanged
Signet Financial Management, LLC38$9.00K0.00%+38New
Spire Wealth Management32$8.00K0.00%+32New
Dark Forest Capital Management LP30$7.00K0.00%−125−80.6%Reduced
Concord Wealth Partners31$7.00K0.00%+23+287.5%Added
IFP Advisors, Inc27$6.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC24$6.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co19$5.00K0.00%−13−40.6%Reduced
Thomas J. Herzfeld Advisors, Inc.22$5.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC21$5.00K0.00%00.0%Unchanged
Glassman Wealth Services20$5.00K0.00%+9+81.8%Added
Amplius Wealth Advisors, LLC24$5.00K0.00%+24New
Brown Brothers Harriman & Co18$4.00K0.00%00.0%Unchanged
Sandy Spring Bank16$4.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC16$4.00K0.00%+16New
Washington Trust Advisors, Inc.16$4.00K0.00%+16New
Global Financial Private Client, LLC15$3.54K0.00%00.0%Unchanged
Stephens Consulting, LLC15$3.54K0.00%+15New
Allworth Financial LP11$3.00K0.00%+6+120.0%Added
MV Capital Management, Inc.13$3.00K0.00%+6+85.7%Added
TD Waterhouse Canada Inc.11$2.59K0.00%+11New
Raffa Wealth Management, LLC9$2.13K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.12$2.00K0.00%−122−91.0%Reduced
Asset Dedication, LLC10$2.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp8$2.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.9$2.00K0.00%−1−10.0%Reduced
Evoke Wealth, LLC9$2.00K0.00%00.0%Unchanged
Arlington Partners LLC8$2.00K0.00%+8New
Lee Financial Co10$2.00K0.00%+10New
Plante Moran Financial Advisors, LLC7$2.00K0.00%+7New
JFS Wealth Advisors, LLC7$2.00K0.00%+7New
Bellevue Asset Management, LLC3$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC9$2.00K0.00%+9New
Sutton Wealth Advisors Inc.8$1.89K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.6$1.42K0.00%00.0%Unchanged
Clearstead Advisors, LLC3$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB4$1.00K0.00%−1−20.0%Reduced
Longfellow Investment Management Co LLC3$1.00K0.00%00.0%Unchanged
Covington Capital Management3$1.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC4$1.00K0.00%+4New
Lenox Wealth Advisors, LLC6$1.00K0.00%+6New
Schubert & Co5$1.00K0.00%+5New
McDonald Partners LLC2$4730.00%+2New
Absolute Capital Management, LLC2$4730.00%+2New
Addison Advisors LLC2$00.00%+2New
AMP Capital Investors Ltd0$00.00%−21,694−100.0%Sold out
Duality Advisers, LP0$00.00%−20,876−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−17,844−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−9,670−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−9,620−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−9,191−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−4,630−100.0%Sold out
Quilter Plc0$00.00%−3,528−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,850−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−1,935−100.0%Sold out