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 |
|---|---|---|---|---|---|
| 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 |
| Harbour Investments, Inc. | 99 | $18.0K | 0.00% | +99 | New |
| Bangor Savings Bank | 100 | $18.0K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 95 | $17.0K | 0.00% | +32+50.8% | Added |
| 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 |
| Caldwell Trust Co | 85 | $15.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 82 | $15.0K | 0.00% | +82 | New |
| 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 |
| Stephenson National Bank & Trust | 74 | $13.0K | 0.01% | −10−11.9% | Reduced |
| City Holding Co | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| SOA Wealth Advisors, LLC. | 51 | $9.00K | 0.00% | −31−37.8% | Reduced |
| Crewe Advisors LLC | 43 | $8.00K | 0.00% | +43 | New |
| 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 |
| 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 |
| 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 |
| Prestige Wealth Management Group LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $4.00K | 0.00% | +20 | New |
| 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 |
| Global Financial Private Client, LLC | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $2.72K | 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 |
| Raffa Wealth Management, LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| 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 |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −82,198−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −60,594−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −20,587−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,726−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,673−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,587−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −16,642−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −11,427−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −11,008−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,818−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,342−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,589−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,347−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −3,419−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,129−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,082−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |