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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,427 | $298.0K | 0.03% | −17−1.2% | Reduced |
| Estabrook Capital Management | 1,600 | $290.6K | 0.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,578 | $287.0K | 0.02% | +449+39.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,575 | $286.0K | 0.02% | +1,575 | New |
| HBK Sorce Advisory LLC | 1,559 | $283.0K | 0.02% | +302+24.0% | Added |
| Two Sigma Securities, LLC | 1,534 | $279.0K | 0.05% | +1,534 | New |
| Metis Global Partners, LLC | 1,533 | $278.0K | 0.04% | +328+27.2% | Added |
| TD Waterhouse Canada Inc. | 1,500 | $275.4K | 0.00% | +1,495+29,900.0% | Added |
| Los Angeles Capital Management LLC | 1,491 | $271.0K | 0.00% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 1,460 | $265.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,450 | $263.0K | 0.00% | +269+22.8% | Added |
| Comerica Securities,inc. | 1,442 | $262.0K | 0.02% | −187−11.5% | Reduced |
| American Portfolios Advisors | 1,436 | $260.8K | 0.01% | −133−8.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,427 | $259.0K | 0.00% | −583−29.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,410 | $256.0K | 0.01% | −433−23.5% | Reduced |
| Advisory Alpha, LLC | 1,410 | $256.0K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,402 | $255.0K | 0.03% | +84+6.4% | Added |
| Wallington Asset Management, LLC | 1,400 | $254.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,389 | $252.0K | 0.01% | −289−17.2% | Reduced |
| Kestra Private Wealth Services, LLC | 1,373 | $249.0K | 0.01% | +81+6.3% | Added |
| Corient Capital Partners, LLC | 1,328 | $241.0K | 0.02% | −5−0.4% | Reduced |
| Pathstone Family Office, LLC | 1,316 | $239.5K | 0.01% | +192+17.1% | Added |
| Marble Harbor Investment Counsel, LLC | 1,311 | $238.0K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,308 | $238.0K | 0.11% | +201+18.2% | Added |
| FSM Wealth Advisors, LLC | 1,115 | $235.0K | 0.23% | +1,115 | New |
| OneAscent Wealth Management LLC | 1,291 | $234.0K | 0.12% | +28+2.2% | Added |
| Lakeview Capital Partners, LLC | 1,270 | $231.0K | 0.13% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,268 | $230.0K | 0.06% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,257 | $227.0K | 0.00% | −26,521−95.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,240 | $225.0K | 0.05% | −2−0.2% | Reduced |
| Gitterman Wealth Management, LLC | 1,218 | $224.0K | 0.21% | +1,218 | New |
| Change Path, LLC | 1,227 | $223.0K | 0.01% | +1,227 | New |
| YHB Investment Advisors, Inc. | 1,214 | $220.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,201 | $218.0K | 0.11% | −630−34.4% | Reduced |
| Element Capital Management LLC | 1,193 | $217.0K | 0.11% | +1,193 | New |
| Legacy Wealth Asset Management, LLC | 1,168 | $212.0K | 0.09% | −20−1.7% | Reduced |
| Cooper Financial Group | 1,151 | $209.0K | 0.08% | −41−3.4% | Reduced |
| Argent Trust Co | 1,155 | $209.0K | 0.01% | +27+2.4% | Added |
| Values First Advisors, Inc. | 1,129 | $205.0K | 0.15% | +1,129 | New |
| OneAscent Financial Services LLC | 1,114 | $202.0K | 0.09% | −17−1.5% | Reduced |
| EP Wealth Advisors, LLC | 1,112 | $202.0K | 0.00% | +1,112 | New |
| Greenleaf Trust | 1,103 | $200.0K | 0.00% | −271−19.7% | Reduced |
| Ameritas Investment Partners, Inc. | 970 | $176.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 928 | $169.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 917 | $166.0K | 0.00% | +72+8.5% | Added |
| Wahed Invest LLC | 810 | $147.0K | 0.09% | +810 | New |
| AIA Group Ltd | 806 | $146.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 720 | $131.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 673 | $122.0K | 0.00% | −67−9.1% | Reduced |
| Ellevest, Inc. | 658 | $120.0K | 0.01% | +18+2.8% | Added |
| FourThought Financial, LLC | 651 | $118.0K | 0.02% | +28+4.5% | Added |
| Ci Investments Inc. | 546 | $99.0K | 0.00% | −210−27.8% | Reduced |
| Umb Bank N A | 538 | $98.0K | 0.00% | −43−7.4% | Reduced |
| Acadian Asset Management LLC | 527 | $96.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 530 | $96.0K | 0.01% | +530 | New |
| Sentry Investment Management LLC | 511 | $93.0K | 0.04% | −99−16.2% | Reduced |
| Meeder Asset Management Inc | 507 | $92.0K | 0.01% | −199−28.2% | Reduced |
| Huntington National Bank | 502 | $91.0K | 0.00% | −91−15.3% | Reduced |
| First Horizon Advisors, Inc. | 496 | $90.0K | 0.00% | +376+313.3% | Added |
| State of Wyoming | 488 | $89.0K | 0.06% | −818−62.6% | Reduced |
| Quadrant Capital Group LLC | 484 | $88.0K | 0.01% | −19−3.8% | Reduced |
| Dougherty Wealth Advisers LLC | 473 | $86.0K | 0.16% | 00.0% | Unchanged |
| Central Trust Co | 446 | $81.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 443 | $81.0K | 0.07% | +160+56.5% | Added |
| Signaturefd, LLC | 429 | $78.0K | 0.00% | +106+32.8% | Added |
| Eagle Bay Advisors LLC | 420 | $76.3K | 0.05% | +243+137.3% | Added |
| Simplex Trading, LLC | 420 | $76.0K | 0.00% | −230−35.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 352 | $74.8K | 0.00% | +352 | New |
| Quent Capital, LLC | 399 | $72.0K | 0.02% | −43−9.7% | Reduced |
| Parallel Advisors, LLC | 377 | $68.0K | 0.00% | −11−2.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 371 | $67.0K | 0.00% | −500−57.4% | Reduced |
| Penserra Capital Management LLC | 355 | $64.0K | 0.00% | −4−1.1% | Reduced |
| Tobam | 330 | $60.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 317 | $58.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 310 | $56.3K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 279 | $51.0K | 0.51% | +110+65.1% | Added |
| Smithfield Trust Co | 277 | $50.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 268 | $49.0K | 0.01% | +268 | New |
| Anchor Investment Management, LLC | 267 | $48.5K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 267 | $48.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 247 | $45.0K | 0.00% | +37+17.6% | Added |
| Whittier Trust Co of Nevada Inc | 245 | $44.0K | 0.00% | −35−12.5% | Reduced |
| 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 |
| Seldon Capital LP | 209 | $38.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 195 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $31.0K | 0.01% | +8+4.9% | Added |
| 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 |
| 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 |
| Riverview Trust Co | 142 | $26.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 141 | $25.6K | 0.00% | +7+5.2% | Added |
| CX Institutional | 130 | $24.0K | 0.00% | +130 | New |
| Pacer Advisors, Inc. | 121 | $22.0K | 0.00% | −5,308−97.8% | Reduced |
| CVA Family Office, LLC | 116 | $21.0K | 0.01% | +10+9.4% | Added |
| Bell Investment Advisors, Inc | 118 | $21.0K | 0.01% | +118 | New |