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, Q2 2022
Institutional positions in Idex Corp as of Jun 30, 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
- 568
- +2 vs. Q1 2022
- Shares held
- 72.8M
- −525.3K (−0.7%) vs. Q1 2022
- Total value
- $13.2B
- −$834.7M (−5.9%) vs. Q1 2022
- New holders
- 54
- 197 more added
- Sold out
- 52
- 211 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Ossiam | 6 | $1.00K | 0.00% | −128−95.5% | Reduced |
| MV Capital Management, Inc. | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Lee Financial Co | 3 | $1.00K | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Horan Securities, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Tfo-TDC, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Goodman Advisory Group, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Steward Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $2.00K | 0.00% | −14−53.8% | Reduced |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.00K | 0.00% | +2+25.0% | Added |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $2.72K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $3.00K | 0.00% | +13+216.7% | Added |
| Private Trust Co NA | 18 | $3.00K | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $4.00K | 0.00% | +20 | New |
| Assetmark, Inc | 25 | $5.00K | 0.00% | −3,179−99.2% | Reduced |
| JJJ Advisors Inc. | 26 | $5.00K | 0.00% | −113−81.3% | Reduced |
| Fieldpoint Private Securities, LLC | 30 | $5.00K | 0.00% | −80−72.7% | Reduced |
| Schubert & Co | 28 | $5.00K | 0.00% | +20+250.0% | Added |
| Loomis Sayles & Co L P | 25 | $5.00K | 0.00% | +25 | New |
| Allworth Financial LP | 34 | $6.00K | 0.00% | −95−73.6% | Reduced |
| Money Concepts Capital Corp | 34 | $6.00K | 0.00% | −22−39.3% | Reduced |
| IFP Advisors, Inc | 35 | $6.00K | 0.00% | −27−43.5% | Reduced |
| Glassman Wealth Services | 32 | $6.00K | 0.00% | −1−3.0% | Reduced |
| Creative Financial Designs Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $7.00K | 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 |
| JFS Wealth Advisors, LLC | 38 | $7.00K | 0.00% | +20+111.1% | Added |
| Crewe Advisors LLC | 43 | $8.00K | 0.00% | +43 | New |
| SOA Wealth Advisors, LLC. | 51 | $9.00K | 0.00% | −31−37.8% | Reduced |
| BerganKDV Wealth Management, LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 56 | $10.0K | 0.00% | +25+80.6% | Added |
| Essex Investment Management Co LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $11.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $13.0K | 0.01% | −10−11.9% | Reduced |
| City Holding Co | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 78 | $14.0K | 0.00% | −28−26.4% | Reduced |
| EverSource Wealth Advisors, LLC | 75 | $14.0K | 0.00% | −16−17.6% | Reduced |
| Trust Co of Vermont | 82 | $15.0K | 0.00% | +82 | New |
| Caldwell Trust Co | 85 | $15.4K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 93 | $16.0K | 0.00% | +62+200.0% | Added |
| Harbor Investment Advisory, LLC | 95 | $17.0K | 0.00% | +32+50.8% | Added |
| Harbour Investments, Inc. | 99 | $18.0K | 0.00% | +99 | New |
| Bangor Savings Bank | 100 | $18.0K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 110 | $20.0K | 0.01% | −31−22.0% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $20.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 116 | $21.0K | 0.01% | +10+9.4% | Added |
| Bell Investment Advisors, Inc | 118 | $21.0K | 0.01% | +118 | New |
| Pacer Advisors, Inc. | 121 | $22.0K | 0.00% | −5,308−97.8% | Reduced |
| CX Institutional | 130 | $24.0K | 0.00% | +130 | New |
| TD Private Client Wealth LLC | 141 | $25.6K | 0.00% | +7+5.2% | Added |
| Riverview Trust Co | 142 | $26.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 150 | $27.0K | 0.00% | −3−2.0% | Reduced |
| Whittier Trust Co | 151 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $27.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $27.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 159 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 160 | $29.0K | 0.01% | +129+416.1% | Added |
| Lindbrook Capital, LLC | 172 | $31.0K | 0.01% | +8+4.9% | Added |
| Proequities, Inc. | 195 | $35.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 209 | $38.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 236 | $43.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 237 | $43.0K | 0.00% | +4+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 245 | $44.0K | 0.00% | −35−12.5% | Reduced |
| Global Retirement Partners, LLC | 247 | $45.0K | 0.00% | +37+17.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 267 | $48.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $48.5K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 268 | $49.0K | 0.01% | +268 | New |
| Smithfield Trust Co | 277 | $50.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 279 | $51.0K | 0.51% | +110+65.1% | Added |
| West Paces Advisors Inc. | 310 | $56.3K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 317 | $58.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 330 | $60.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 355 | $64.0K | 0.00% | −4−1.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 371 | $67.0K | 0.00% | −500−57.4% | Reduced |
| Parallel Advisors, LLC | 377 | $68.0K | 0.00% | −11−2.8% | Reduced |
| Quent Capital, LLC | 399 | $72.0K | 0.02% | −43−9.7% | Reduced |