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 |
|---|---|---|---|---|---|
| Redpoint Investment Management Pty Ltd | 1,460 | $292.0K | 0.04% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,458 | $291.0K | 0.07% | +1,458 | New |
| Banque Pictet & Cie SA | 1,438 | $287.4K | 0.00% | +1,438 | New |
| 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 |
| Advisory Alpha, LLC | 1,410 | $282.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,407 | $281.0K | 0.02% | −3−0.2% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $280.0K | 0.07% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,399 | $279.6K | 0.01% | −37−2.6% | Reduced |
| Ieq Capital, LLC | 1,396 | $279.0K | 0.01% | +1,396 | New |
| Comerica Securities,inc. | 1,362 | $272.0K | 0.02% | −80−5.5% | Reduced |
| Private Advisor Group, LLC | 1,333 | $266.0K | 0.00% | −1,320−49.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,311 | $262.0K | 0.04% | 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 |
| Lakeview Capital Partners, LLC | 1,270 | $253.0K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,238 | $247.0K | 0.06% | −2−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 1,214 | $243.0K | 0.03% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 1,328 | $241.0K | 0.02% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 1,200 | $240.0K | 0.00% | +1,200 | New |
| Element Capital Management LLC | 1,193 | $238.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| 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 |
| Argent Trust Co | 1,148 | $230.0K | 0.02% | −7−0.6% | Reduced |
| 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 |
| Raymond James Trust N.A. | 1,136 | $227.0K | 0.01% | +1,136 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,119 | $224.0K | 0.01% | +748+201.6% | Added |
| FSM Wealth Advisors, LLC | 1,115 | $223.0K | 0.19% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,107 | $221.0K | 0.11% | −201−15.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,072 | $214.0K | 0.02% | +1,072 | New |
| Values First Advisors, Inc. | 1,067 | $213.0K | 0.15% | −62−5.5% | Reduced |
| Grandfield & Dodd, LLC | 1,062 | $210.0K | 0.02% | +1,062 | New |
| Veritable, L.P. | 1,040 | $208.0K | 0.00% | +1,040 | New |
| Cobblestone Capital Advisors LLC | 1,012 | $202.0K | 0.02% | +1,012 | New |
| Ergoteles LLC | 1,009 | $202.0K | 0.01% | +1,009 | New |
| Bessemer Group Inc | 1,007 | $201.0K | 0.00% | +90+9.8% | Added |
| Dearborn Partners LLC | 1,003 | $200.0K | 0.01% | +1,003 | New |
| Wipfli Financial Advisors LLC, | 995 | $199.0K | 0.01% | +995 | New |
| Ameritas Investment Partners, Inc. | 970 | $193.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 944 | $188.0K | 0.01% | +16+1.7% | Added |
| Wahed Invest LLC | 867 | $173.0K | 0.11% | +57+7.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 779 | $156.0K | 0.01% | +59+8.2% | Added |
| Sentry Investment Management LLC | 766 | $153.0K | 0.07% | +255+49.9% | Added |
| FourThought Financial, LLC | 715 | $143.0K | 0.02% | +64+9.8% | Added |
| Ci Investments Inc. | 626 | $125.0K | 0.00% | +80+14.7% | Added |
| Meeder Asset Management Inc | 605 | $121.0K | 0.01% | +98+19.3% | Added |
| Signaturefd, LLC | 573 | $115.0K | 0.00% | +144+33.6% | Added |
| Quadrant Capital Group LLC | 546 | $109.0K | 0.01% | +62+12.8% | Added |
| Umb Bank N A | 512 | $102.0K | 0.00% | −26−4.8% | Reduced |
| Huntington National Bank | 502 | $100.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 496 | $99.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 495 | $99.0K | 0.09% | +52+11.7% | Added |
| Tobam | 482 | $96.0K | 0.01% | +152+46.1% | Added |
| Dougherty Wealth Advisers LLC | 473 | $95.0K | 0.19% | 00.0% | Unchanged |
| AIA Group Ltd | 455 | $91.0K | 0.01% | −351−43.5% | Reduced |
| Eagle Bay Advisors LLC | 431 | $87.0K | 0.05% | +11+2.6% | Added |
| State of Wyoming | 426 | $85.0K | 0.04% | −62−12.7% | Reduced |
| Parallel Advisors, LLC | 421 | $84.0K | 0.00% | +44+11.7% | Added |
| Quent Capital, LLC | 399 | $80.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 394 | $79.0K | 0.00% | −52−11.7% | Reduced |
| Penserra Capital Management LLC | 363 | $72.0K | 0.00% | +8+2.3% | Added |
| IFP Advisors, Inc | 482 | $70.0K | 0.00% | +447+1,277.1% | Added |
| Covington Capital Management | 331 | $66.0K | 0.00% | +181+120.7% | Added |
| Column Capital Advisors, LLC | 317 | $63.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 310 | $62.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 294 | $59.0K | 0.14% | +294 | New |
| Global Retirement Partners, LLC | 258 | $57.0K | 0.00% | +11+4.5% | Added |
| Standard Family Office LLC | 279 | $56.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $55.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $53.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 245 | $49.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 223 | $45.0K | 0.00% | +28+14.4% | Added |
| Seldon Capital LP | 209 | $42.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 201 | $40.0K | 0.00% | +167+491.2% | Added |
| Lindbrook Capital, LLC | 182 | $36.0K | 0.01% | +10+5.8% | Added |
| Pacer Advisors, Inc. | 154 | $31.0K | 0.00% | +33+27.3% | 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 |
| TD Private Client Wealth LLC | 144 | $28.8K | 0.00% | +3+2.1% | Added |
| Riverview Trust Co | 142 | $28.0K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 136 | $27.0K | 0.00% | +136 | New |
| Bell Investment Advisors, Inc | 123 | $25.0K | 0.01% | +5+4.2% | Added |
| CVA Family Office, LLC | 116 | $23.0K | 0.01% | 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 |
| Bangor Savings Bank | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 96 | $19.0K | 0.00% | +96 | 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 |
| Fred Alger Management, LLC | 86 | $17.0K | 0.00% | +86 | New |
| Caldwell Trust Co | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 79 | $16.0K | 0.00% | −14−15.1% | Reduced |