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 |
|---|---|---|---|---|---|
| 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 |
| Gemmer Asset Management LLC | 149 | $28.0K | 0.00% | +8+5.7% | Added |
| 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 |
| Ossiam | 134 | $26.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 134 | $25.7K | 0.00% | +41+44.1% | Added |
| Allworth Financial LP | 129 | $25.0K | 0.00% | +118+1,072.7% | Added |
| First Horizon Advisors, Inc. | 120 | $23.0K | 0.00% | −516−81.1% | 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 |
| 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 |
| EverSource Wealth Advisors, LLC | 91 | $18.0K | 0.00% | −42−31.6% | Reduced |
| Oakworth Capital, Inc. | 93 | $18.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $16.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 84 | $16.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $15.0K | 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 |
| 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 |
| 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 |
| Webster Bank, N. A. | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $10.0K | 0.01% | +50 | New |
| Tarbox Family Office, Inc. | 46 | $9.00K | 0.00% | −13−22.0% | Reduced |
| 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 |
| Valley National Advisers Inc | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Global Financial Private Client, LLC | 15 | $2.88K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $2.88K | 0.00% | 00.0% | Unchanged |
| 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 |
| Koshinski Asset Management, Inc. | 10 | $1.92K | 0.00% | +4+66.7% | Added |
| Raffa Wealth Management, LLC | 9 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5 | $1.20K | 0.00% | −6−54.5% | Reduced |
| 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 |
| 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 |
| Cabot Wealth Management Inc | 0 | $0 | 0.00% | −40,351−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −39,266−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −38,718−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −36,910−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −3,841−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −3,801−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| BancFirst Trust & Investment Management | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,156−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,122−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,057−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,057−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Canandaigua National Corp | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |