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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, Q4 2022

Institutional positions in Idex Corp as of Dec 31, 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
616
+69 vs. Q3 2022
Shares held
74.3M
+1.79M (+2.5%) vs. Q3 2022
Total value
$16.6B
+$2.12B (+14.7%) vs. Q3 2022
New holders
102
223 more added
Sold out
33
181 more reduced

10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 616 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ4 2022: $16.6B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2022.

Institutions holding IEX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ancora Advisors, LLC2$00.00%+2New
Fortis Capital Advisors, LLC1$2280.00%+1New
Tfo-TDC, LLC3$2430.00%+3New
Addison Advisors LLC2$4570.00%00.0%Unchanged
True Wealth Design, LLC2$4570.00%+2New
PEAK6 Investments LLC2$5190.00%−2,719−99.9%Reduced
Lee Financial Co3$6850.00%00.0%Unchanged
MV Capital Management, Inc.4$9130.00%00.0%Unchanged
Longfellow Investment Management Co LLC6$1.37K0.00%+3+100.0%Added
Sutton Wealth Advisors Inc.8$1.83K0.00%00.0%Unchanged
Asset Dedication, LLC10$2.00K0.00%00.0%Unchanged
Goodman Advisory Group, LLC8$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC9$2.00K0.00%00.0%Unchanged
Assetmark, Inc9$2.06K0.00%−16−64.0%Reduced
Raffa Wealth Management, LLC9$2.06K0.00%00.0%Unchanged
Manchester Capital Management LLC10$2.28K0.00%+5+100.0%Added
Rise Advisors, LLC10$2.28K0.00%+10New
Disciplined Investments, LLC11$2.51K0.00%00.0%Unchanged
AdvisorNet Financial, Inc11$2.51K0.00%+11New
Morgan Dempsey Capital Management LLC13$2.97K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$2.97K0.00%+7+116.7%Added
Steward Financial Group LLC14$3.00K0.00%+14New
Moisand Fitzgerald Tamayo, LLC14$3.20K0.00%+14New
Beaird Harris Wealth Management, LLC14$3.20K0.00%+14New
Global Financial Private Client, LLC15$3.42K0.00%00.0%Unchanged
Private Trust Co NA18$4.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management16$4.00K0.00%+16New
Crewe Advisors LLC19$4.34K0.00%−24−55.8%Reduced
Washington Trust Advisors, Inc.19$4.34K0.00%00.0%Unchanged
Red Tortoise LLC20$4.57K0.00%+20New
McElhenny Sheffield Capital Management, LLC22$5.02K0.00%+22New
Prestige Wealth Management Group LLC24$5.48K0.00%00.0%Unchanged
Activest Wealth Management25$5.71K0.00%00.0%Unchanged
Twin Tree Management, LP25$5.71K0.00%+25New
Zions Bancorporation, N.A.26$5.94K0.00%+17+188.9%Added
Clearstead Advisors, LLC28$6.39K0.00%00.0%Unchanged
Quarry LP29$6.62K0.01%+29New
JFS Wealth Advisors, LLC30$6.85K0.00%+2+7.1%Added
Private Ocean, LLC31$7.08K0.00%+31New
Colonial Trust Advisors35$7.99K0.00%+35New
Concord Wealth Partners35$7.99K0.00%+35New
Valley National Advisers Inc38$8.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC36$8.00K0.00%00.0%Unchanged
Earnest Partners LLC39$8.90K0.00%00.0%Unchanged
Investors Research Corp39$8.90K0.00%00.0%Unchanged
Massmutual Trust Co FSB41$9.00K0.00%00.0%Unchanged
Creative Financial Designs Inc40$9.13K0.00%00.0%Unchanged
Glassman Wealth Services40$9.13K0.00%−1−2.4%Reduced
Schubert & Co40$9.13K0.01%+1+2.6%Added
Versant Capital Management, Inc41$9.36K0.00%00.0%Unchanged
Farther Finance Advisors, LLC41$9.36K0.00%+41New
BerganKDV Wealth Management, LLC42$9.65K0.00%−4−8.7%Reduced
TCI Wealth Advisors, Inc.44$10.0K0.00%00.0%Unchanged
Delta Asset Management LLC45$10.3K0.00%+45New
Accurate Wealth Management, LLC46$10.8K0.00%+46New
Key Financial Inc58$11.6K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.51$11.6K0.00%00.0%Unchanged
Webster Bank, N. A.54$12.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC53$12.1K0.00%−55−50.9%Reduced
Farmers & Merchants Investments Inc54$12.3K0.00%00.0%Unchanged
JJJ Advisors Inc.55$13.0K0.00%+21+61.8%Added
Baker Avenue Asset Management, LP59$13.5K0.00%+59New
EverSource Wealth Advisors, LLC60$13.7K0.00%−5−7.7%Reduced
Essex Investment Management Co LLC62$14.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC62$14.0K0.00%00.0%Unchanged
City Holding Co70$16.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.70$16.0K0.00%+70New
Strengthening Families & Communities, LLC71$16.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust74$17.0K0.01%00.0%Unchanged
Clear Street Markets LLC76$17.0K0.00%+76New
Boyd Watterson Asset Management LLC75$17.1K0.01%+75New
Edmond de Rothschild Holding S.A.80$18.3K0.00%+80New
Trust Co of Vermont82$18.7K0.00%00.0%Unchanged
Caldwell Trust Co85$19.4K0.00%00.0%Unchanged
IMA Wealth, Inc.88$20.1K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC92$21.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.92$21.0K0.00%+16+21.1%Added
Northwestern Mutual Wealth Management Co97$22.2K0.00%+18+22.8%Added
Livforsakringsbolaget Skandia, Omsesidigt100$22.8K0.00%+100New
Bangor Savings Bank100$23.0K0.00%00.0%Unchanged
Harbour Investments, Inc.106$24.2K0.00%+7+7.1%Added
CVA Family Office, LLC116$26.5K0.01%00.0%Unchanged
Parkside Financial Bank & Trust117$26.7K0.01%+8+7.3%Added
Bell Investment Advisors, Inc123$28.1K0.01%00.0%Unchanged
DT Investment Partners, LLC136$31.1K0.00%00.0%Unchanged
Riverview Trust Co142$32.0K0.03%00.0%Unchanged
Pinnacle Bancorp, Inc.150$34.0K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC150$34.3K0.01%00.0%Unchanged
Whittier Trust Co151$34.5K0.00%00.0%Unchanged
TD Private Client Wealth LLC161$36.8K0.00%+17+11.8%Added
GWM Advisors LLC187$38.8K0.00%+187New
Lindbrook Capital, LLC192$43.8K0.01%+10+5.5%Added
General Partner, Inc.202$46.1K0.04%+202New
Allworth Financial LP205$46.8K0.00%+4+2.0%Added
Seldon Capital LP209$47.7K0.04%00.0%Unchanged
Covestor Ltd239$55.0K0.05%−256−51.7%Reduced
Cary Street Partner Investment Advisory LLC243$55.5K0.00%+243New
Whittier Trust Co of Nevada Inc245$55.9K0.00%00.0%Unchanged
Proequities, Inc.246$56.2K0.00%+23+10.3%Added
Perritt Capital Management Inc250$57.1K0.03%+250New