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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 5,281 | $1.21M | 0.02% | −272−4.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,227 | $1.19M | 0.00% | +837+19.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,157 | $1.18M | 0.01% | −4,464−46.4% | Reduced |
| Acadian Asset Management LLC | 5,136 | $1.17M | 0.01% | −822−13.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,987 | $1.14M | 0.41% | −238−4.6% | Reduced |
| Marshall Financial Group LLC | 4,902 | $1.12M | 0.43% | +133+2.8% | Added |
| Louisiana State Employees Retirement System | 4,900 | $1.12M | 0.03% | +100+2.1% | Added |
| HBK Sorce Advisory LLC | 4,782 | $1.09M | 0.03% | +2,102+78.4% | Added |
| Rafferty Asset Management, LLC | 4,759 | $1.09M | 0.01% | +2,136+81.4% | Added |
| North Star Investment Management Corp. | 4,686 | $1.07M | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 4,654 | $1.06M | 0.04% | −1,582−25.4% | Reduced |
| Norinchukin Bank, The | 4,580 | $1.05M | 0.02% | −1,029−18.3% | Reduced |
| Altshuler Shaham Ltd | 4,574 | $1.04M | 0.04% | −2,169−32.2% | Reduced |
| Albert D Mason Inc | 4,535 | $1.03M | 0.74% | +9+0.2% | Added |
| Commonwealth Equity Services, LLC | 4,488 | $1.02M | 0.00% | +654+17.1% | Added |
| Cullen/Frost Bankers, Inc. | 4,413 | $1.01M | 0.02% | +525+13.5% | Added |
| Tortoise Index Solutions, LLC | 16,157 | $1.00M | 0.35% | −1,311−7.5% | Reduced |
| Ontario Teachers Pension Plan Board | 4,330 | $988.7K | 0.01% | +1,530+54.6% | Added |
| Wealthfront Advisers LLC | 4,316 | $985.5K | 0.00% | −130−2.9% | Reduced |
| Kenfarb & Co. | 4,295 | $980.7K | 0.87% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,270 | $975.0K | 0.08% | +1,430+50.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 4,262 | $973.1K | 0.01% | +145+3.5% | Added |
| Metropolitan Life Insurance Co | 4,261 | $972.9K | 0.04% | −166−3.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,152 | $967.5K | 0.01% | −7,435−64.2% | Reduced |
| Cetera Investment Advisers | 4,213 | $962.0K | 0.01% | +2,194+108.7% | Added |
| Prudential PLC | 4,211 | $961.5K | 0.01% | +2,267+116.6% | Added |
| Schechter Investment Advisors, LLC | 4,208 | $960.8K | 0.09% | −1,900−31.1% | Reduced |
| Aigen Investment Management, LP | 4,117 | $940.0K | 0.13% | +4,117 | New |
| Mercer Global Advisors Inc | 4,086 | $933.0K | 0.00% | +1,979+93.9% | Added |
| DB Fitzpatrick & Co, Inc | 4,086 | $933.0K | 1.07% | −1,604−28.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,077 | $931.0K | 0.11% | −93−2.2% | Reduced |
| Diametric Capital, LP | 4,064 | $927.9K | 0.45% | −3,491−46.2% | Reduced |
| Simmons Bank | 4,042 | $922.9K | 0.08% | +855+26.8% | Added |
| Sepio Capital, LP | 4,040 | $922.5K | 0.08% | −136−3.3% | Reduced |
| Duncker Streett & Co Inc | 4,029 | $919.9K | 0.22% | +10.0% | Added |
| Mairs & Power Inc | 4,000 | $913.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,996 | $912.4K | 0.02% | +3,759+1,586.1% | Added |
| Creative Planning | 3,951 | $902.1K | 0.00% | +505+14.7% | Added |
| Bahl & Gaynor Inc | 3,942 | $900.1K | 0.01% | −1,150−22.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,918 | $894.6K | 0.02% | +624+18.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $881.1K | 0.02% | +3,859 | New |
| First Manhattan Co | 3,809 | $869.7K | 0.00% | −7−0.2% | Reduced |
| Virtus ETF Advisers LLC | 3,786 | $864.5K | 0.45% | +3,786 | New |
| Meiji Yasuda Life Insurance Co | 3,732 | $852.0K | 0.02% | −350−8.6% | Reduced |
| Advisor Partners II, LLC | 3,726 | $850.8K | 0.05% | +684+22.5% | Added |
| Metis Global Partners, LLC | 3,714 | $848.0K | 0.08% | +1,883+102.8% | Added |
| D. E. Shaw & Co., Inc. | 3,674 | $838.9K | 0.00% | −1,981−35.0% | Reduced |
| New Mexico Educational Retirement Board | 3,600 | $822.0K | 0.04% | −300−7.7% | Reduced |
| Old National Bancorp | 3,567 | $814.0K | 0.03% | −376−9.5% | Reduced |
| Federated Hermes, Inc. | 3,494 | $797.8K | 0.00% | +540+18.3% | Added |
| Fagan Associates, Inc. | 3,430 | $783.2K | 0.21% | −50−1.4% | 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 |
| Natixis | 3,322 | $758.5K | 0.00% | −1,477−30.8% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $735.5K | 0.09% | 00.0% | Unchanged |
| Ossiam | 3,180 | $726.1K | 0.02% | −914−22.3% | Reduced |
| Virtu Financial LLC | 3,118 | $712.0K | 0.09% | +3,118 | New |
| Gateway Investment Advisers LLC | 3,117 | $711.7K | 0.01% | +67+2.2% | Added |
| Assenagon Asset Management S.A. | 3,006 | $686.0K | 0.00% | −11,633−79.5% | Reduced |
| First Pacific Financial | 3,003 | $685.7K | 0.34% | +42+1.4% | Added |
| Banque Cantonale Vaudoise | 2,974 | $679.0K | 0.04% | −10−0.3% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $663.8K | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 2,892 | $660.3K | 0.00% | −77−2.6% | Reduced |
| Baader Bank INC | 2,810 | $641.6K | 0.06% | +2,810 | New |
| Buffington Mohr McNeal | 2,736 | $624.7K | 0.15% | 00.0% | Unchanged |
| Hikari Power Ltd | 2,710 | $619.0K | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,705 | $618.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,681 | $611.0K | 0.02% | +377+16.4% | Added |
| La Banque Postale Asset Management SA | 2,642 | $603.2K | 0.02% | +2,642 | New |
| JSF Financial, LLC | 2,635 | $601.6K | 0.22% | +2,635 | New |
| Prelude Capital Management, LLC | 2,630 | $600.5K | 0.04% | −219−7.7% | Reduced |
| Glenmede Trust Co NA | 2,630 | $600.5K | 0.00% | +50+1.9% | Added |
| Blair William & Co | 2,627 | $599.8K | 0.00% | +10+0.4% | Added |
| FDx Advisors, Inc. | 2,610 | $596.0K | 0.03% | −262−9.1% | Reduced |
| Symmetry Partners, LLC | 2,607 | $595.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,581 | $589.3K | 0.04% | +148+6.1% | Added |
| Baker Tilly Wealth Management, LLC | 2,574 | $587.7K | 0.07% | +279+12.2% | Added |
| Dearborn Partners LLC | 2,533 | $578.4K | 0.02% | +1,530+152.5% | Added |
| We Are One Seven, LLC | 2,497 | $570.1K | 0.06% | +61+2.5% | Added |
| Seeyond | 2,471 | $564.2K | 0.05% | −7−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 2,400 | $553.2K | 0.07% | −96−3.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,396 | $547.1K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,395 | $546.9K | 0.00% | −21,312−89.9% | Reduced |
| Guinness Asset Management LTD | 2,376 | $542.5K | 0.02% | −256−9.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,364 | $539.8K | 0.01% | −439−15.7% | Reduced |
| Vident Investment Advisory, LLC | 2,361 | $539.1K | 0.02% | −17,314−88.0% | Reduced |
| Cantor Fitzgerald, L. P. | 2,325 | $531.0K | 0.01% | +2,325 | New |
| Park Avenue Securities LLC | 2,319 | $530.0K | 0.01% | +475+25.8% | Added |
| Caxton Associates LP | 2,272 | $518.8K | 0.04% | +2,272 | New |
| Beck Mack & Oliver LLC | 2,250 | $513.7K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $513.7K | 0.08% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,388 | $511.0K | 0.02% | +2,152+911.9% | Added |
| DFPG Investments, LLC | 2,113 | $497.6K | 0.08% | +2,113 | New |
| O'Shaughnessy Asset Management, LLC | 2,144 | $489.5K | 0.01% | +233+12.2% | Added |
| Ellevest, Inc. | 2,128 | $485.9K | 0.04% | +982+85.7% | Added |
| Twin Capital Management Inc | 2,101 | $480.0K | 0.06% | 00.0% | Unchanged |
| Kepos Capital LP | 2,071 | $473.0K | 0.07% | −483−18.9% | 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 |
| Fort, L.P. | 1,997 | $456.0K | 0.69% | −613−23.5% | Reduced |