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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 473 | $95.0K | 0.19% | 00.0% | Unchanged |
| Tobam | 482 | $96.0K | 0.01% | +152+46.1% | Added |
| First Horizon Advisors, Inc. | 496 | $99.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 495 | $99.0K | 0.09% | +52+11.7% | Added |
| Huntington National Bank | 502 | $100.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 512 | $102.0K | 0.00% | −26−4.8% | Reduced |
| Quadrant Capital Group LLC | 546 | $109.0K | 0.01% | +62+12.8% | Added |
| Signaturefd, LLC | 573 | $115.0K | 0.00% | +144+33.6% | Added |
| Meeder Asset Management Inc | 605 | $121.0K | 0.01% | +98+19.3% | Added |
| Ci Investments Inc. | 626 | $125.0K | 0.00% | +80+14.7% | Added |
| FourThought Financial, LLC | 715 | $143.0K | 0.02% | +64+9.8% | Added |
| Sentry Investment Management LLC | 766 | $153.0K | 0.07% | +255+49.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 779 | $156.0K | 0.01% | +59+8.2% | Added |
| Wahed Invest LLC | 867 | $173.0K | 0.11% | +57+7.0% | Added |
| Belpointe Asset Management LLC | 944 | $188.0K | 0.01% | +16+1.7% | Added |
| Ameritas Investment Partners, Inc. | 970 | $193.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 995 | $199.0K | 0.01% | +995 | New |
| Dearborn Partners LLC | 1,003 | $200.0K | 0.01% | +1,003 | New |
| Bessemer Group Inc | 1,007 | $201.0K | 0.00% | +90+9.8% | Added |
| Cobblestone Capital Advisors LLC | 1,012 | $202.0K | 0.02% | +1,012 | New |
| Ergoteles LLC | 1,009 | $202.0K | 0.01% | +1,009 | New |
| Veritable, L.P. | 1,040 | $208.0K | 0.00% | +1,040 | New |
| Grandfield & Dodd, LLC | 1,062 | $210.0K | 0.02% | +1,062 | New |
| Values First Advisors, Inc. | 1,067 | $213.0K | 0.15% | −62−5.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,072 | $214.0K | 0.02% | +1,072 | New |
| Covenant Partners, LLC | 1,107 | $221.0K | 0.11% | −201−15.4% | Reduced |
| FSM Wealth Advisors, LLC | 1,115 | $223.0K | 0.19% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,119 | $224.0K | 0.01% | +748+201.6% | Added |
| Raymond James Trust N.A. | 1,136 | $227.0K | 0.01% | +1,136 | New |
| CIBC World Markets Corp | 1,145 | $229.0K | 0.00% | −4,161−78.4% | Reduced |
| Ellevest, Inc. | 1,146 | $229.0K | 0.02% | +488+74.2% | Added |
| Argent Trust Co | 1,148 | $230.0K | 0.02% | −7−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,174 | $235.0K | 0.10% | +6+0.5% | Added |
| Gyon Technologies Capital Management, LP | 1,175 | $235.0K | 0.07% | +1,175 | New |
| Centerpoint Advisors, LLC | 1,186 | $237.0K | 0.13% | −15−1.2% | Reduced |
| Greenleaf Trust | 1,188 | $237.0K | 0.00% | +85+7.7% | Added |
| Element Capital Management LLC | 1,193 | $238.0K | 0.11% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 1,200 | $240.0K | 0.00% | +1,200 | New |
| Corient Capital Partners, LLC | 1,328 | $241.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,214 | $243.0K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,238 | $247.0K | 0.06% | −2−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 1,270 | $253.0K | 0.10% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,284 | $256.0K | 0.02% | −5,000−79.6% | Reduced |
| Cooper Financial Group | 1,279 | $256.0K | 0.09% | +128+11.1% | Added |
| Marble Harbor Investment Counsel, LLC | 1,311 | $262.0K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,333 | $266.0K | 0.00% | −1,320−49.8% | Reduced |
| Comerica Securities,inc. | 1,362 | $272.0K | 0.02% | −80−5.5% | Reduced |
| Ieq Capital, LLC | 1,396 | $279.0K | 0.01% | +1,396 | New |
| American Portfolios Advisors | 1,399 | $279.6K | 0.01% | −37−2.6% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $280.0K | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,407 | $281.0K | 0.02% | −3−0.2% | Reduced |
| Advisory Alpha, LLC | 1,410 | $282.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,436 | $287.0K | 0.02% | +63+4.6% | Added |
| RMR Wealth Builders | 1,437 | $287.0K | 0.07% | +169+13.3% | Added |
| Banque Pictet & Cie SA | 1,438 | $287.4K | 0.00% | +1,438 | New |
| Qtron Investments LLC | 1,458 | $291.0K | 0.07% | +1,458 | New |
| Checchi Capital Advisers, LLC | 1,463 | $292.0K | 0.03% | +36+2.5% | Added |
| Redpoint Investment Management Pty Ltd | 1,460 | $292.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,520 | $304.0K | 0.00% | +70+4.8% | Added |
| Alps Advisors Inc | 1,526 | $305.0K | 0.00% | −265−14.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,500 | $307.5K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,600 | $319.8K | 0.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,599 | $320.0K | 0.03% | +1,599 | New |
| Hennion & Walsh Asset Management, Inc. | 1,610 | $322.0K | 0.02% | +32+2.0% | Added |
| Pathstone Family Office, LLC | 1,627 | $325.2K | 0.01% | +311+23.6% | Added |
| Fifth Third Bancorp | 1,677 | $335.0K | 0.00% | −4−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 1,672 | $335.0K | 0.01% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,679 | $336.0K | 0.09% | −12−0.7% | Reduced |
| Zeke Capital Advisors, LLC | 1,695 | $339.0K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,698 | $339.0K | 0.04% | +296+21.1% | Added |
| Arthur M. Cohen & Associates, LLC | 1,700 | $340.0K | 0.09% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,705 | $341.0K | 0.02% | +130+8.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,754 | $350.5K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,789 | $358.0K | 0.45% | −798−30.8% | Reduced |
| Vestcor Inc | 1,791 | $358.0K | 0.01% | +20+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,800 | $360.0K | 0.01% | −41−2.2% | Reduced |
| Metis Global Partners, LLC | 1,831 | $365.0K | 0.06% | +298+19.4% | Added |
| Atria Wealth Solutions, Inc. | 1,843 | $368.4K | 0.01% | +11+0.6% | Added |
| Park Avenue Securities LLC | 1,844 | $369.0K | 0.01% | +150+8.9% | Added |
| SG Americas Securities, LLC | 1,858 | $371.0K | 0.01% | −4,239−69.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 1,869 | $381.0K | 0.10% | +10+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 1,911 | $382.0K | 0.01% | +484+33.9% | Added |
| Phoenix Holdings Ltd. | 1,905 | $385.0K | 0.01% | −233−10.9% | Reduced |
| Studio Investment Management LLC | 1,938 | $387.3K | 0.14% | −9−0.5% | Reduced |
| Prudential PLC | 1,944 | $389.0K | 0.01% | +251+14.8% | Added |
| Cetera Investment Advisers | 2,019 | $404.0K | 0.01% | −330−14.0% | Reduced |
| Twin Capital Management Inc | 2,101 | $420.0K | 0.06% | −29−1.4% | Reduced |
| Mercer Global Advisors Inc | 2,107 | $421.0K | 0.00% | −786−27.2% | Reduced |
| Welch Group, LLC | 2,196 | $439.0K | 0.03% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,250 | $450.0K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $450.0K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,295 | $459.0K | 0.06% | −35−1.5% | Reduced |
| Horizon Investments, LLC | 2,304 | $459.0K | 0.01% | +2,304 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,396 | $478.0K | 0.04% | +47+2.0% | Added |
| We Are One Seven, LLC | 2,436 | $486.0K | 0.05% | −507−17.2% | Reduced |
| Wetherby Asset Management Inc | 2,433 | $486.0K | 0.03% | +87+3.7% | Added |
| Seeyond | 2,478 | $495.0K | 0.06% | −138−5.3% | Reduced |
| Voya Financial Advisors, Inc. | 2,496 | $500.0K | 0.06% | −75−2.9% | Reduced |
| Tocqueville Asset Management L.P. | 2,500 | $500.0K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 2,554 | $510.0K | 0.06% | −544−17.6% | Reduced |