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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 2,250 | $431.0K | 0.06% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,313 | $446.0K | 0.01% | −224−8.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,349 | $450.0K | 0.04% | −428−15.4% | Reduced |
| Wetherby Asset Management Inc | 2,415 | $463.0K | 0.03% | +47+2.0% | Added |
| Oak Thistle LLC | 2,440 | $468.0K | 0.25% | +1,584+185.0% | Added |
| Baker Tilly Wealth Management, LLC | 2,446 | $469.0K | 0.05% | −251−9.3% | Reduced |
| Tocqueville Asset Management L.P. | 2,500 | $479.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,498 | $479.0K | 0.00% | +27+1.1% | Added |
| Symmetry Partners, LLC | 2,607 | $500.0K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 2,616 | $502.0K | 0.03% | +806+44.5% | Added |
| Blair William & Co | 2,632 | $505.0K | 0.00% | −302−10.3% | Reduced |
| Seeyond | 2,669 | $511.0K | 0.05% | −80−2.9% | Reduced |
| Voya Financial Advisors, Inc. | 2,622 | $512.0K | 0.06% | +89+3.5% | Added |
| We Are One Seven, LLC | 2,682 | $514.0K | 0.06% | −192−6.7% | Reduced |
| Buffington Mohr McNeal | 2,736 | $525.0K | 0.10% | +62+2.3% | Added |
| First Pacific Financial | 2,779 | $533.0K | 0.27% | +107+4.0% | Added |
| Gateway Investment Advisers LLC | 2,809 | $539.0K | 0.01% | +1,133+67.6% | Added |
| Everence Capital Management Inc | 2,840 | $545.0K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 2,902 | $556.0K | 0.45% | +2,902 | New |
| E. Ohman J:or Asset Management AB | 2,900 | $556.0K | 0.02% | −1,000−25.6% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $557.0K | 0.05% | 00.0% | Unchanged |
| EULAV Asset Management | 3,000 | $575.0K | 0.02% | −14−0.5% | Reduced |
| Advisor Partners LLC | 3,003 | $576.0K | 0.04% | +206+7.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,025 | $580.0K | 0.01% | −395−11.5% | Reduced |
| Creative Planning | 3,038 | $583.0K | 0.00% | +58+1.9% | Added |
| Keybank National Association | 3,052 | $585.0K | 0.00% | +33+1.1% | Added |
| Guinness Asset Management LTD | 3,059 | $587.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 3,082 | $590.0K | 0.00% | −885−22.3% | Reduced |
| Gotham Asset Management, LLC | 3,129 | $600.0K | 0.02% | +3,129 | New |
| OPSEU Pension Plan Trust Fund | 3,127 | $602.0K | 0.14% | +130+4.3% | Added |
| Simmons Bank | 3,160 | $606.0K | 0.05% | −155−4.7% | Reduced |
| Assetmark, Inc | 3,204 | $614.0K | 0.00% | +1,729+117.2% | Added |
| Segment Wealth Management, LLC | 3,221 | $618.0K | 0.06% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,225 | $618.0K | 0.01% | +1,660+106.1% | Added |
| American Century Companies Inc | 3,251 | $623.0K | 0.00% | +829+34.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,294 | $632.0K | 0.01% | 00.0% | Unchanged |
| Capital International Ltd | 3,419 | $656.0K | 0.04% | −23,428−87.3% | Reduced |
| Fagan Associates, Inc. | 3,480 | $667.0K | 0.14% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,484 | $668.0K | 0.02% | +734+26.7% | Added |
| Kepos Capital LP | 3,522 | $675.0K | 0.05% | −40−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 3,543 | $679.0K | 0.02% | −4−0.1% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 3,590 | $688.0K | 0.01% | −745−17.2% | Reduced |
| Commonwealth Equity Services, LLC | 3,670 | $703.0K | 0.00% | +251+7.3% | Added |
| Capital International Inc | 3,710 | $711.0K | 0.01% | −31,363−89.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,852 | $739.0K | 0.00% | −749−16.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,874 | $743.0K | 0.01% | −57−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,923 | $752.0K | 0.17% | +3,923 | New |
| Kenfarb & Co. | 4,295 | $823.0K | 0.65% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,327 | $830.0K | 0.17% | −148−3.3% | Reduced |
| Marshall Financial Group LLC | 4,329 | $830.0K | 0.34% | +13+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 4,332 | $831.0K | 0.09% | +164+3.9% | Added |
| Virtue Capital Management, LLC | 4,347 | $833.0K | 0.13% | −63−1.4% | Reduced |
| Cooper Investors Pty Ltd | 4,355 | $835.0K | 0.06% | +1,546+55.0% | Added |
| New Mexico Educational Retirement Board | 4,400 | $844.0K | 0.03% | −200−4.3% | Reduced |
| First Manhattan Co | 4,414 | $846.0K | 0.00% | −2,025−31.4% | Reduced |
| Cordatus Wealth Management LLC | 4,586 | $879.0K | 0.31% | +4,586 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,598 | $882.0K | 0.02% | +21+0.5% | Added |
| CIBC World Markets Corp | 4,625 | $887.0K | 0.01% | +1,915+70.7% | Added |
| Metropolitan Life Insurance Co | 4,627 | $887.1K | 0.03% | −3,997−46.3% | Reduced |
| First Bank & Trust | 4,655 | $892.0K | 0.27% | +1,842+65.5% | Added |
| National Bank of Canada | 4,558 | $897.0K | 0.00% | +410+9.9% | Added |
| North Star Investment Management Corp. | 4,686 | $898.0K | 0.07% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 4,700 | $901.0K | 0.01% | −1,100−19.0% | Reduced |
| Sepio Capital, LP | 4,754 | $911.0K | 0.08% | −835−14.9% | Reduced |
| Prospera Financial Services Inc | 4,790 | $918.0K | 0.04% | +4,790 | New |
| Virginia Retirement Systems Et Al | 4,800 | $920.0K | 0.01% | +4,800 | New |
| APG Asset Management N.V. | 5,374 | $926.0K | 0.00% | −11,387−67.9% | Reduced |
| Kentucky Retirement Systems | 4,846 | $929.0K | 0.04% | +281+6.2% | Added |
| Mission Creek Capital Partners, Inc. | 4,917 | $943.0K | 0.25% | +68+1.4% | Added |
| Louisiana State Employees Retirement System | 4,800 | $946.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 4,982 | $955.0K | 0.02% | +229+4.8% | Added |
| Wealthfront Advisers LLC | 5,035 | $965.0K | 0.00% | −1,296−20.5% | Reduced |
| Diversified Trust Co | 5,079 | $974.0K | 0.03% | +1,750+52.6% | Added |
| Twinbeech Capital LP | 5,104 | $979.0K | 0.04% | +3,568+232.3% | Added |
| Xponance, Inc. | 5,267 | $1.01M | 0.02% | +463+9.6% | Added |
| Peregrine Capital Management LLC | 5,303 | $1.02M | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,429 | $1.04M | 0.01% | +75+1.4% | Added |
| DB Fitzpatrick & Co, Inc | 5,448 | $1.04M | 1.04% | +1,500+38.0% | Added |
| Mackenzie Financial Corp | 5,458 | $1.05M | 0.00% | +477+9.6% | Added |
| Brinker Capital Investments, LLC | 5,486 | $1.05M | 0.02% | −107−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,516 | $1.06M | 0.00% | +5,516 | New |
| Bartlett & Co. LLC | 5,650 | $1.08M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,650 | $1.08M | 0.02% | 00.0% | Unchanged |
| Mirova | 5,655 | $1.08M | 0.15% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,724 | $1.10M | 0.01% | −10−0.2% | Reduced |
| Maryland State Retirement & Pension System | 5,760 | $1.10M | 0.03% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 5,823 | $1.12M | 0.01% | −1,803−23.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,824 | $1.12M | 0.01% | +266+4.8% | Added |
| Daiwa Securities Group Inc. | 5,928 | $1.14M | 0.01% | −6,391−51.9% | Reduced |
| Toroso Investments, LLC | 5,970 | $1.15M | 0.03% | +457+8.3% | Added |
| Glenview Trust Co | 6,075 | $1.17M | 0.04% | +143+2.4% | Added |
| Old National Bancorp | 6,150 | $1.18M | 0.04% | −1,816−22.8% | Reduced |
| Securian Asset Management, Inc | 6,301 | $1.21M | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,301 | $1.21M | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 6,357 | $1.22M | 0.01% | 00.0% | Unchanged |
| Fort, L.P. | 6,471 | $1.24M | 0.47% | −347−5.1% | Reduced |
| Schechter Investment Advisors, LLC | 6,496 | $1.25M | 0.12% | +1,749+36.8% | Added |
| Duality Advisers, LP | 6,589 | $1.26M | 0.14% | +6,589 | New |
| Pendal Group Limited | 6,628 | $1.27M | 0.01% | +6,628 | New |
| JustInvest LLC | 6,639 | $1.27M | 0.06% | +3,903+142.7% | Added |