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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 82 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| City Holding Co | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 71 | $14.0K | 0.01% | +21+42.0% | Added |
| 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 |
| 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 |
| 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 |
| SOA Wealth Advisors, LLC. | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 49 | $10.0K | 0.00% | +49 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Global Financial Private Client, LLC | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 13 | $3.00K | 0.00% | +13 | New |
| Stephens Consulting, LLC | 15 | $3.00K | 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 |
| Raffa Wealth Management, LLC | 9 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| 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 |
| Absolute Capital Management, LLC | 2 | $401 | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 83,937 | $0 | 0.00% | +83,937 | New |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −69,500−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −45,441−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −31,005−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,304−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −12,260−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,958−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,566−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −8,318−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,008−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,421−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −6,493−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,491−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,802−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,801−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −4,607−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,199−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| BancFirst Trust & Investment Management | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,991−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,748−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |