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, Q1 2022
Institutional positions in Idex Corp as of Mar 31, 2022. 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
- 577
- −6 vs. Q4 2021
- Shares held
- 74.3M
- +474.3K (+0.6%) vs. Q4 2021
- Total value
- $14.3B
- −$3.19B (−18.3%) vs. Q4 2021
- New holders
- 55
- 236 more added
- Sold out
- 61
- 184 more reduced
7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 83,786 | $0 | 0.00% | +83,786 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Bellevue Asset Management, LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Massmutual Trust Co FSB | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| GoalVest Advisory LLC | 3 | $1.00K | 0.00% | +3 | New |
| TD Waterhouse Canada Inc. | 5 | $1.20K | 0.00% | −6−54.5% | Reduced |
| Sutton Wealth Advisors Inc. | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.73K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10 | $1.92K | 0.00% | +4+66.7% | Added |
| MV Capital Management, Inc. | 9 | $2.00K | 0.00% | −4−30.8% | Reduced |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| GW&K Investment Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Cordant, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 15 | $2.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $2.88K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $3.00K | 0.00% | +11+157.1% | Added |
| Evoke Wealth, LLC | 17 | $3.00K | 0.00% | +8+88.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 19 | $4.00K | 0.00% | −2−9.5% | Reduced |
| Lazard Asset Management LLC | 21 | $4.00K | 0.00% | +21 | New |
| TCWP LLC | 26 | $4.00K | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 27 | $5.00K | 0.00% | +21+350.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Concord Wealth Partners | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 31 | $6.00K | 0.00% | +12+63.2% | Added |
| Glassman Wealth Services | 33 | $6.00K | 0.00% | +13+65.0% | Added |
| Clear Street Markets LLC | 31 | $6.00K | 0.00% | +31 | New |
| Valley National Advisers Inc | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 46 | $9.00K | 0.00% | −13−22.0% | Reduced |
| Webster Bank, N. A. | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $10.0K | 0.01% | +50 | New |
| Key Financial Inc | 58 | $11.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 62 | $11.0K | 0.00% | +35+129.6% | Added |
| Money Concepts Capital Corp | 56 | $11.0K | 0.00% | +56 | New |
| Essex Investment Management Co LLC | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 84 | $16.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $16.3K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 91 | $18.0K | 0.00% | −42−31.6% | Reduced |
| Oakworth Capital, Inc. | 93 | $18.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 106 | $20.0K | 0.00% | −10−8.6% | Reduced |
| SRS Capital Advisors, Inc. | 106 | $20.0K | 0.00% | −2−1.9% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 110 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 120 | $23.0K | 0.00% | −516−81.1% | Reduced |
| Allworth Financial LP | 129 | $25.0K | 0.00% | +118+1,072.7% | Added |
| TD Private Client Wealth LLC | 134 | $25.7K | 0.00% | +41+44.1% | Added |
| Ossiam | 134 | $26.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 139 | $27.0K | 0.01% | −140−50.2% | Reduced |
| Parkside Financial Bank & Trust | 141 | $27.0K | 0.01% | +77+120.3% | Added |
| Riverview Trust Co | 142 | $27.0K | 0.02% | +142 | New |
| Gemmer Asset Management LLC | 149 | $28.0K | 0.00% | +8+5.7% | Added |
| Whittier Trust Co | 151 | $29.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $29.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 150 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $29.0K | 0.01% | +27+22.0% | Added |
| Trustcore Financial Services, LLC | 159 | $30.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 153 | $30.0K | 0.00% | +150+5,000.0% | Added |
| Lindbrook Capital, LLC | 164 | $31.0K | 0.00% | −41−20.0% | Reduced |
| Standard Family Office LLC | 169 | $32.0K | 0.01% | −202−54.4% | Reduced |
| Eagle Bay Advisors LLC | 177 | $34.0K | 0.03% | −107−37.7% | Reduced |
| Proequities, Inc. | 195 | $37.0K | 0.00% | −49−20.1% | Reduced |
| Global Retirement Partners, LLC | 210 | $39.0K | 0.00% | +210 | New |
| Seldon Capital LP | 209 | $40.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 233 | $45.0K | 0.00% | −13−5.3% | Reduced |
| Sandy Cove Advisors, LLC | 236 | $45.0K | 0.04% | +21+9.8% | Added |
| Achmea Investment Management B.V. | 236 | $46.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 207 | $49.0K | 0.02% | +207 | New |
| Graves-Light Private Wealth Management, Inc. | 267 | $51.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $51.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $53.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 280 | $54.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 283 | $54.0K | 0.04% | +17+6.4% | Added |
| West Paces Advisors Inc. | 310 | $59.4K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 317 | $61.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 323 | $62.0K | 0.00% | −48−12.9% | Reduced |
| Tobam | 330 | $63.0K | 0.00% | +73+28.4% | Added |
| Penserra Capital Management LLC | 359 | $68.0K | 0.00% | +21+6.2% | Added |