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, Q3 2022
Institutional positions in Idex Corp as of Sep 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
- 557
- −6 vs. Q2 2022
- Shares held
- 74.1M
- +1.39M (+1.9%) vs. Q2 2022
- Total value
- $14.8B
- +$1.59B (+12.1%) vs. Q2 2022
- New holders
- 52
- 206 more added
- Sold out
- 58
- 188 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 83,937 | $0 | 0.00% | +83,937 | New |
| Absolute Capital Management, LLC | 2 | $401 | 0.00% | +2 | New |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Evermay Wealth Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.80K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 13 | $3.00K | 0.00% | +13 | New |
| Global Financial Private Client, LLC | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $4.00K | 0.00% | +3+18.8% | Added |
| Assetmark, Inc | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 25 | $5.00K | 0.00% | +8+47.1% | Added |
| Activest Wealth Management | 25 | $5.00K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 28 | $6.00K | 0.00% | −10−26.3% | Reduced |
| Clearstead Advisors, LLC | 28 | $6.00K | 0.00% | +28 | New |
| Ronald Blue Trust, Inc. | 33 | $6.00K | 0.00% | +33 | New |
| Simplex Trading, LLC | 36 | $7.00K | 0.00% | −384−91.4% | Reduced |
| Money Concepts Capital Corp | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 34 | $7.00K | 0.00% | +8+30.8% | Added |
| Capital Advisors, Ltd. LLC | 36 | $7.00K | 0.00% | +25+227.3% | Added |
| Valley National Advisers Inc | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $8.00K | 0.00% | +9+28.1% | Added |
| Schubert & Co | 39 | $8.00K | 0.01% | +11+39.3% | Added |
| Investors Research Corp | 39 | $8.00K | 0.00% | +19+95.0% | Added |
| Massmutual Trust Co FSB | 41 | $8.00K | 0.00% | +22+115.8% | Added |
| BerganKDV Wealth Management, LLC | 46 | $9.00K | 0.00% | −9−16.4% | Reduced |
| Crewe Advisors LLC | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 44 | $9.00K | 0.00% | +4+10.0% | Added |
| SOA Wealth Advisors, LLC. | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 49 | $10.0K | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 54 | $11.0K | 0.00% | −56−50.9% | Reduced |
| Webster Bank, N. A. | 54 | $11.0K | 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 |
| Key Financial Inc | 58 | $12.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $13.0K | 0.00% | −10−13.3% | Reduced |
| MUFG Americas Holdings Corp | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 71 | $14.0K | 0.01% | +21+42.0% | Added |
| SRS Capital Advisors, Inc. | 76 | $15.0K | 0.00% | −2−2.6% | Reduced |
| Stephenson National Bank & Trust | 74 | $15.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 79 | $16.0K | 0.00% | −14−15.1% | Reduced |
| Trust Co of Vermont | 82 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 86 | $17.0K | 0.00% | +86 | New |
| Harbour Investments, Inc. | 99 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 92 | $18.0K | 0.00% | −3−3.2% | Reduced |
| IMA Wealth, Inc. | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 92 | $18.0K | 0.00% | +92 | New |
| Brown Brothers Harriman & Co | 96 | $19.0K | 0.00% | +96 | New |
| Bangor Savings Bank | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 108 | $22.0K | 0.00% | −51−32.1% | Reduced |
| Parkside Financial Bank & Trust | 109 | $22.0K | 0.01% | −1−0.9% | Reduced |
| CVA Family Office, LLC | 116 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $25.0K | 0.01% | +5+4.2% | Added |
| DT Investment Partners, LLC | 136 | $27.0K | 0.00% | +136 | New |
| Riverview Trust Co | 142 | $28.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 144 | $28.8K | 0.00% | +3+2.1% | Added |
| Whittier Trust Co | 151 | $30.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $30.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $30.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 154 | $31.0K | 0.00% | +33+27.3% | Added |
| Lindbrook Capital, LLC | 182 | $36.0K | 0.01% | +10+5.8% | Added |
| Allworth Financial LP | 201 | $40.0K | 0.00% | +167+491.2% | Added |
| Seldon Capital LP | 209 | $42.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 223 | $45.0K | 0.00% | +28+14.4% | Added |
| Achmea Investment Management B.V. | 236 | $47.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 237 | $47.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 245 | $49.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $53.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $55.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 279 | $56.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 258 | $57.0K | 0.00% | +11+4.5% | Added |
| Newfound Research LLC | 294 | $59.0K | 0.14% | +294 | New |
| West Paces Advisors Inc. | 310 | $62.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 317 | $63.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 331 | $66.0K | 0.00% | +181+120.7% | Added |
| IFP Advisors, Inc | 482 | $70.0K | 0.00% | +447+1,277.1% | Added |
| Penserra Capital Management LLC | 363 | $72.0K | 0.00% | +8+2.3% | Added |
| Central Trust Co | 394 | $79.0K | 0.00% | −52−11.7% | Reduced |
| Quent Capital, LLC | 399 | $80.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 421 | $84.0K | 0.00% | +44+11.7% | Added |
| State of Wyoming | 426 | $85.0K | 0.04% | −62−12.7% | Reduced |
| Eagle Bay Advisors LLC | 431 | $87.0K | 0.05% | +11+2.6% | Added |
| AIA Group Ltd | 455 | $91.0K | 0.01% | −351−43.5% | Reduced |