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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 258 | $58.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $61.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 267 | $61.0K | 0.01% | +267 | New |
| Colonial Trust Co | 267 | $61.0K | 0.02% | +267 | New |
| Smithfield Trust Co | 277 | $63.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 290 | $66.0K | 0.02% | +290 | New |
| West Paces Advisors Inc. | 310 | $70.8K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 317 | $72.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 529 | $77.0K | 0.00% | +47+9.8% | Added |
| Quantbot Technologies LP | 379 | $86.5K | 0.01% | +379 | New |
| Fred Alger Management, LLC | 383 | $87.5K | 0.00% | +297+345.3% | Added |
| Hollencrest Capital Management | 400 | $91.3K | 0.01% | +400 | New |
| Madden Securities Corp | 400 | $91.3K | 0.05% | +400 | New |
| Quent Capital, LLC | 407 | $92.9K | 0.02% | +8+2.0% | Added |
| Parallel Advisors, LLC | 424 | $96.8K | 0.00% | +3+0.7% | Added |
| State of Wyoming | 432 | $98.6K | 0.03% | +6+1.4% | Added |
| SG Americas Securities, LLC | 472 | $108.0K | 0.00% | −1,386−74.6% | Reduced |
| Dougherty Wealth Advisers LLC | 473 | $108.0K | 0.18% | 00.0% | Unchanged |
| Tobam | 482 | $110.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 495 | $113.0K | 0.00% | −1−0.2% | Reduced |
| Quadrant Capital Group LLC | 506 | $115.5K | 0.01% | −40−7.3% | Reduced |
| Huntington National Bank | 520 | $118.7K | 0.00% | +18+3.6% | Added |
| Pinebridge Investments, L.P. | 536 | $122.4K | 0.00% | +536 | New |
| Eagle Bay Advisors LLC | 567 | $129.5K | 0.07% | +136+31.6% | Added |
| Signaturefd, LLC | 587 | $134.0K | 0.00% | +14+2.4% | Added |
| Ronald Blue Trust, Inc. | 684 | $137.0K | 0.00% | +651+1,972.7% | Added |
| Alta Advisers Ltd | 600 | $137.0K | 0.08% | +600 | New |
| Umb Bank N A | 647 | $148.0K | 0.00% | +135+26.4% | Added |
| Ci Investments Inc. | 683 | $156.0K | 0.00% | +57+9.1% | Added |
| Bessemer Group Inc | 732 | $168.0K | 0.00% | −275−27.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 785 | $179.0K | 0.01% | +6+0.8% | Added |
| Beacon Pointe Advisors, LLC | 891 | $203.4K | 0.00% | +891 | New |
| Pinnacle Wealth Planning Services, Inc. | 899 | $205.3K | 0.04% | +899 | New |
| Connecticut Wealth Management, LLC | 900 | $205.5K | 0.02% | +900 | New |
| Cigna Investments Inc | 906 | $207.0K | 0.04% | +906 | New |
| Verition Fund Management LLC | 920 | $210.1K | 0.00% | −33,005−97.3% | Reduced |
| ING Groep NV | 923 | $210.7K | 0.00% | +923 | New |
| Harvey Capital Management Inc | 950 | $216.9K | 0.09% | +950 | New |
| Belpointe Asset Management LLC | 959 | $219.0K | 0.01% | +15+1.6% | Added |
| Hilltop Holdings Inc. | 961 | $219.4K | 0.03% | +961 | New |
| Natixis Investment Managers International | 965 | $220.3K | 0.02% | −319−24.8% | Reduced |
| Wahed Invest LLC | 971 | $221.7K | 0.11% | +104+12.0% | Added |
| Park Place Capital Corp | 973 | $222.0K | 0.06% | +973 | New |
| Ameritas Investment Partners, Inc. | 970 | $223.9K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Corp | 994 | $227.0K | 0.04% | +994 | New |
| Cobblestone Capital Advisors LLC | 1,012 | $231.1K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,023 | $233.6K | 0.01% | +1,023 | New |
| Wallace Advisory Group, LLC | 1,025 | $234.0K | 0.18% | +1,025 | New |
| Machina Capital S.A.S. | 1,027 | $234.5K | 0.43% | +1,027 | New |
| CAPROCK Group, Inc. | 1,033 | $235.9K | 0.02% | +1,033 | New |
| Raymond James Trust N.A. | 1,042 | $238.0K | 0.01% | −94−8.3% | Reduced |
| Two Sigma Securities, LLC | 1,045 | $238.6K | 0.03% | +1,045 | New |
| Sawtooth Solutions, LLC | 1,049 | $239.5K | 0.03% | +1,049 | New |
| Grandfield & Dodd, LLC | 1,062 | $242.5K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 1,105 | $252.3K | 0.00% | +65+6.3% | Added |
| Covenant Partners, LLC | 1,107 | $252.8K | 0.10% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,121 | $256.0K | 0.02% | +1,121 | New |
| Argent Trust Co | 1,148 | $262.1K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,169 | $266.9K | 0.19% | +54+4.8% | Added |
| Acrisure Capital Management, LLC | 1,169 | $266.9K | 0.30% | +1,169 | New |
| American Trust | 1,170 | $267.1K | 0.02% | +1,170 | New |
| Vestmark Advisory Solutions, Inc. | 1,170 | $267.2K | 0.01% | −237−16.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,173 | $267.8K | 0.02% | +101+9.4% | Added |
| OneAscent Financial Services LLC | 1,173 | $268.0K | 0.11% | +1,173 | New |
| Kestra Private Wealth Services, LLC | 1,180 | $269.4K | 0.01% | −256−17.8% | Reduced |
| Centerpoint Advisors, LLC | 1,186 | $271.0K | 0.13% | 00.0% | Unchanged |
| Lincoln National Corp | 1,189 | $271.5K | 0.01% | +1,189 | New |
| Aquatic Capital Management LLC | 1,200 | $274.0K | 0.02% | +1,200 | New |
| YHB Investment Advisors, Inc. | 1,214 | $277.2K | 0.03% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,224 | $279.0K | 0.13% | +1,224 | New |
| Virtue Capital Management, LLC | 1,235 | $282.0K | 0.04% | +1,235 | New |
| Procyon Private Wealth Partners, LLC | 1,238 | $282.7K | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,276 | $291.3K | 0.05% | −2,806−68.7% | Reduced |
| Greenleaf Trust | 1,281 | $292.0K | 0.00% | +93+7.8% | Added |
| Lakeview Capital Partners, LLC | 1,270 | $295.9K | 0.09% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,309 | $298.9K | 0.00% | −129−9.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,311 | $299.4K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 1,331 | $303.8K | 0.09% | +52+4.1% | Added |
| Central Trust Co | 1,332 | $304.1K | 0.01% | +938+238.1% | Added |
| Legacy Wealth Asset Management, LLC | 1,338 | $305.5K | 0.12% | +164+14.0% | Added |
| Advisory Services Network, LLC | 1,373 | $313.5K | 0.01% | +1,373 | New |
| Values First Advisors, Inc. | 1,387 | $316.6K | 0.22% | +320+30.0% | Added |
| Comerica Securities,inc. | 1,396 | $318.6K | 0.02% | +34+2.5% | Added |
| Wallington Asset Management, LLC | 1,400 | $320.0K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,400 | $320.0K | 0.14% | +634+82.8% | Added |
| Advisory Alpha, LLC | 1,410 | $321.9K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,428 | $326.0K | 0.01% | +32+2.3% | Added |
| RMR Wealth Builders | 1,437 | $328.1K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,439 | $328.6K | 0.03% | −24−1.6% | Reduced |
| Qtron Investments LLC | 1,458 | $332.9K | 0.07% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,466 | $334.7K | 0.08% | −213−12.7% | Reduced |
| Kinneret Advisory, LLC | 1,468 | $335.2K | 0.04% | +1,468 | New |
| Tower Research Capital LLC (TRC) | 1,490 | $341.0K | 0.01% | −2,088−58.4% | Reduced |
| Alps Advisors Inc | 1,512 | $345.2K | 0.00% | −14−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,512 | $346.6K | 0.00% | +12+0.8% | Added |
| CWM, LLC | 1,518 | $347.0K | 0.00% | −2−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,535 | $350.5K | 0.16% | +1,535 | New |
| Bleakley Financial Group, LLC | 1,537 | $351.0K | 0.01% | +1,537 | New |
| Hennion & Walsh Asset Management, Inc. | 1,592 | $364.0K | 0.02% | −18−1.1% | Reduced |
| Estabrook Capital Management | 1,600 | $365.3K | 0.06% | 00.0% | Unchanged |