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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 3,703 | $380.2K | 0.01% | +2,076+127.6% | Added |
| Stock Yards Bank & Trust Co | 1,668 | $381.0K | 0.01% | −4−0.2% | Reduced |
| Fifth Third Bancorp | 1,678 | $383.1K | 0.00% | +1+0.1% | Added |
| Wedmont Private Capital | 1,662 | $385.8K | 0.06% | +1,662 | New |
| Arthur M. Cohen & Associates, LLC | 1,700 | $388.2K | 0.11% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,705 | $389.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,791 | $409.0K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,776 | $409.4K | 0.01% | −129−6.8% | Reduced |
| Atria Wealth Solutions, Inc. | 1,804 | $412.0K | 0.01% | −39−2.1% | Reduced |
| Apollon Wealth Management, LLC | 1,832 | $418.3K | 0.03% | +1,832 | New |
| Resurgent Financial Advisors LLC | 1,839 | $419.9K | 0.22% | +1,839 | New |
| Empirical Finance, LLC | 1,855 | $423.6K | 0.04% | +157+9.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,882 | $429.7K | 0.01% | +82+4.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,913 | $436.8K | 0.01% | +159+9.1% | Added |
| Heartland Bank & Trust Co | 1,921 | $438.6K | 0.32% | +1,921 | New |
| Kestra Advisory Services, LLC | 1,931 | $440.9K | 0.00% | +1,931 | New |
| Fort, L.P. | 1,997 | $456.0K | 0.69% | −613−23.5% | Reduced |
| Welch Group, LLC | 2,000 | $456.7K | 0.03% | −196−8.9% | Reduced |
| Studio Investment Management LLC | 2,000 | $456.7K | 0.15% | +62+3.2% | Added |
| Kepos Capital LP | 2,071 | $473.0K | 0.07% | −483−18.9% | Reduced |
| Twin Capital Management Inc | 2,101 | $480.0K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,128 | $485.9K | 0.04% | +982+85.7% | Added |
| O'Shaughnessy Asset Management, LLC | 2,144 | $489.5K | 0.01% | +233+12.2% | Added |
| DFPG Investments, LLC | 2,113 | $497.6K | 0.08% | +2,113 | New |
| Achmea Investment Management B.V. | 2,388 | $511.0K | 0.02% | +2,152+911.9% | Added |
| Pekin Hardy Strauss, Inc. | 2,250 | $513.7K | 0.08% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,250 | $513.7K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 2,272 | $518.8K | 0.04% | +2,272 | New |
| Park Avenue Securities LLC | 2,319 | $530.0K | 0.01% | +475+25.8% | Added |
| Cantor Fitzgerald, L. P. | 2,325 | $531.0K | 0.01% | +2,325 | New |
| Vident Investment Advisory, LLC | 2,361 | $539.1K | 0.02% | −17,314−88.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,364 | $539.8K | 0.01% | −439−15.7% | Reduced |
| Guinness Asset Management LTD | 2,376 | $542.5K | 0.02% | −256−9.7% | Reduced |
| Citadel Advisors LLC | 2,395 | $546.9K | 0.00% | −21,312−89.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,396 | $547.1K | 0.04% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,400 | $553.2K | 0.07% | −96−3.8% | Reduced |
| Seeyond | 2,471 | $564.2K | 0.05% | −7−0.3% | Reduced |
| We Are One Seven, LLC | 2,497 | $570.1K | 0.06% | +61+2.5% | Added |
| Dearborn Partners LLC | 2,533 | $578.4K | 0.02% | +1,530+152.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,574 | $587.7K | 0.07% | +279+12.2% | Added |
| Wetherby Asset Management Inc | 2,581 | $589.3K | 0.04% | +148+6.1% | Added |
| Symmetry Partners, LLC | 2,607 | $595.0K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,610 | $596.0K | 0.03% | −262−9.1% | Reduced |
| Blair William & Co | 2,627 | $599.8K | 0.00% | +10+0.4% | Added |
| Glenmede Trust Co NA | 2,630 | $600.5K | 0.00% | +50+1.9% | Added |
| Prelude Capital Management, LLC | 2,630 | $600.5K | 0.04% | −219−7.7% | Reduced |
| JSF Financial, LLC | 2,635 | $601.6K | 0.22% | +2,635 | New |
| La Banque Postale Asset Management SA | 2,642 | $603.2K | 0.02% | +2,642 | New |
| Horizon Investments, LLC | 2,681 | $611.0K | 0.02% | +377+16.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,705 | $618.0K | 0.05% | 00.0% | Unchanged |
| Hikari Power Ltd | 2,710 | $619.0K | 0.06% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,736 | $624.7K | 0.15% | 00.0% | Unchanged |
| Baader Bank INC | 2,810 | $641.6K | 0.06% | +2,810 | New |
| Keybank National Association | 2,892 | $660.3K | 0.00% | −77−2.6% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $663.8K | 0.07% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,974 | $679.0K | 0.04% | −10−0.3% | Reduced |
| First Pacific Financial | 3,003 | $685.7K | 0.34% | +42+1.4% | Added |
| Assenagon Asset Management S.A. | 3,006 | $686.0K | 0.00% | −11,633−79.5% | Reduced |
| Gateway Investment Advisers LLC | 3,117 | $711.7K | 0.01% | +67+2.2% | Added |
| Virtu Financial LLC | 3,118 | $712.0K | 0.09% | +3,118 | New |
| Ossiam | 3,180 | $726.1K | 0.02% | −914−22.3% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $735.5K | 0.09% | 00.0% | Unchanged |
| Natixis | 3,322 | $758.5K | 0.00% | −1,477−30.8% | Reduced |
| Toews Corp | 3,400 | $776.3K | 0.38% | −2,300−40.4% | Reduced |
| E. Ohman J:or Asset Management AB | 3,400 | $776.3K | 0.03% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 3,430 | $783.2K | 0.21% | −50−1.4% | Reduced |
| Federated Hermes, Inc. | 3,494 | $797.8K | 0.00% | +540+18.3% | Added |
| Old National Bancorp | 3,567 | $814.0K | 0.03% | −376−9.5% | Reduced |
| New Mexico Educational Retirement Board | 3,600 | $822.0K | 0.04% | −300−7.7% | Reduced |
| D. E. Shaw & Co., Inc. | 3,674 | $838.9K | 0.00% | −1,981−35.0% | Reduced |
| Metis Global Partners, LLC | 3,714 | $848.0K | 0.08% | +1,883+102.8% | Added |
| Advisor Partners II, LLC | 3,726 | $850.8K | 0.05% | +684+22.5% | Added |
| Meiji Yasuda Life Insurance Co | 3,732 | $852.0K | 0.02% | −350−8.6% | Reduced |
| Virtus ETF Advisers LLC | 3,786 | $864.5K | 0.45% | +3,786 | New |
| First Manhattan Co | 3,809 | $869.7K | 0.00% | −7−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $881.1K | 0.02% | +3,859 | New |
| B. Metzler seel. Sohn & Co. AG | 3,918 | $894.6K | 0.02% | +624+18.9% | Added |
| Bahl & Gaynor Inc | 3,942 | $900.1K | 0.01% | −1,150−22.6% | Reduced |
| Creative Planning | 3,951 | $902.1K | 0.00% | +505+14.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,996 | $912.4K | 0.02% | +3,759+1,586.1% | Added |
| Mairs & Power Inc | 4,000 | $913.3K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,029 | $919.9K | 0.22% | +10.0% | Added |
| Sepio Capital, LP | 4,040 | $922.5K | 0.08% | −136−3.3% | Reduced |
| Simmons Bank | 4,042 | $922.9K | 0.08% | +855+26.8% | Added |
| Diametric Capital, LP | 4,064 | $927.9K | 0.45% | −3,491−46.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,077 | $931.0K | 0.11% | −93−2.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,086 | $933.0K | 1.07% | −1,604−28.2% | Reduced |
| Mercer Global Advisors Inc | 4,086 | $933.0K | 0.00% | +1,979+93.9% | Added |
| Aigen Investment Management, LP | 4,117 | $940.0K | 0.13% | +4,117 | New |
| Schechter Investment Advisors, LLC | 4,208 | $960.8K | 0.09% | −1,900−31.1% | Reduced |
| Prudential PLC | 4,211 | $961.5K | 0.01% | +2,267+116.6% | Added |
| Cetera Investment Advisers | 4,213 | $962.0K | 0.01% | +2,194+108.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,152 | $967.5K | 0.01% | −7,435−64.2% | Reduced |
| Metropolitan Life Insurance Co | 4,261 | $972.9K | 0.04% | −166−3.7% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 4,262 | $973.1K | 0.01% | +145+3.5% | Added |
| Everence Capital Management Inc | 4,270 | $975.0K | 0.08% | +1,430+50.4% | Added |
| Kenfarb & Co. | 4,295 | $980.7K | 0.87% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,316 | $985.5K | 0.00% | −130−2.9% | Reduced |
| Ontario Teachers Pension Plan Board | 4,330 | $988.7K | 0.01% | +1,530+54.6% | Added |
| Tortoise Index Solutions, LLC | 16,157 | $1.00M | 0.35% | −1,311−7.5% | Reduced |