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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 1,931 | $440.9K | 0.00% | +1,931 | New |
| Heartland Bank & Trust Co | 1,921 | $438.6K | 0.32% | +1,921 | New |
| Federation des caisses Desjardins du Quebec | 1,913 | $436.8K | 0.01% | +159+9.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,882 | $429.7K | 0.01% | +82+4.6% | Added |
| Empirical Finance, LLC | 1,855 | $423.6K | 0.04% | +157+9.2% | Added |
| Resurgent Financial Advisors LLC | 1,839 | $419.9K | 0.22% | +1,839 | New |
| Apollon Wealth Management, LLC | 1,832 | $418.3K | 0.03% | +1,832 | New |
| Atria Wealth Solutions, Inc. | 1,804 | $412.0K | 0.01% | −39−2.1% | Reduced |
| Phoenix Holdings Ltd. | 1,776 | $409.4K | 0.01% | −129−6.8% | Reduced |
| Vestcor Inc | 1,791 | $409.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,705 | $389.0K | 0.02% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,700 | $388.2K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,662 | $385.8K | 0.06% | +1,662 | New |
| Fifth Third Bancorp | 1,678 | $383.1K | 0.00% | +1+0.1% | Added |
| Stock Yards Bank & Trust Co | 1,668 | $381.0K | 0.01% | −4−0.2% | Reduced |
| Pathstone Family Office, LLC | 3,703 | $380.2K | 0.01% | +2,076+127.6% | Added |
| Estabrook Capital Management | 1,600 | $365.3K | 0.06% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,592 | $364.0K | 0.02% | −18−1.1% | Reduced |
| Bleakley Financial Group, LLC | 1,537 | $351.0K | 0.01% | +1,537 | New |
| Alliance Wealth Advisors, LLC | 1,535 | $350.5K | 0.16% | +1,535 | New |
| CWM, LLC | 1,518 | $347.0K | 0.00% | −2−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,512 | $346.6K | 0.00% | +12+0.8% | Added |
| Alps Advisors Inc | 1,512 | $345.2K | 0.00% | −14−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,490 | $341.0K | 0.01% | −2,088−58.4% | Reduced |
| Kinneret Advisory, LLC | 1,468 | $335.2K | 0.04% | +1,468 | New |
| YorkBridge Wealth Partners, LLC | 1,466 | $334.7K | 0.08% | −213−12.7% | Reduced |
| Qtron Investments LLC | 1,458 | $332.9K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,439 | $328.6K | 0.03% | −24−1.6% | Reduced |
| RMR Wealth Builders | 1,437 | $328.1K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,428 | $326.0K | 0.01% | +32+2.3% | Added |
| Advisory Alpha, LLC | 1,410 | $321.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| Comerica Securities,inc. | 1,396 | $318.6K | 0.02% | +34+2.5% | Added |
| Values First Advisors, Inc. | 1,387 | $316.6K | 0.22% | +320+30.0% | Added |
| Advisory Services Network, LLC | 1,373 | $313.5K | 0.01% | +1,373 | New |
| Legacy Wealth Asset Management, LLC | 1,338 | $305.5K | 0.12% | +164+14.0% | Added |
| Central Trust Co | 1,332 | $304.1K | 0.01% | +938+238.1% | Added |
| Cooper Financial Group | 1,331 | $303.8K | 0.09% | +52+4.1% | Added |
| Marble Harbor Investment Counsel, LLC | 1,311 | $299.4K | 0.04% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,309 | $298.9K | 0.00% | −129−9.0% | Reduced |
| Lakeview Capital Partners, LLC | 1,270 | $295.9K | 0.09% | 00.0% | Unchanged |
| Greenleaf Trust | 1,281 | $292.0K | 0.00% | +93+7.8% | Added |
| FORA Capital, LLC | 1,276 | $291.3K | 0.05% | −2,806−68.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,238 | $282.7K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,235 | $282.0K | 0.04% | +1,235 | New |
| OneAscent Wealth Management LLC | 1,224 | $279.0K | 0.13% | +1,224 | New |
| YHB Investment Advisors, Inc. | 1,214 | $277.2K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,200 | $274.0K | 0.02% | +1,200 | New |
| Lincoln National Corp | 1,189 | $271.5K | 0.01% | +1,189 | New |
| Centerpoint Advisors, LLC | 1,186 | $271.0K | 0.13% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,180 | $269.4K | 0.01% | −256−17.8% | Reduced |
| OneAscent Financial Services LLC | 1,173 | $268.0K | 0.11% | +1,173 | New |
| Tokio Marine Asset Management Co Ltd | 1,173 | $267.8K | 0.02% | +101+9.4% | Added |
| Vestmark Advisory Solutions, Inc. | 1,170 | $267.2K | 0.01% | −237−16.8% | Reduced |
| American Trust | 1,170 | $267.1K | 0.02% | +1,170 | New |
| 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 |
| Argent Trust Co | 1,148 | $262.1K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,121 | $256.0K | 0.02% | +1,121 | New |
| Covenant Partners, LLC | 1,107 | $252.8K | 0.10% | 00.0% | Unchanged |
| Veritable, L.P. | 1,105 | $252.3K | 0.00% | +65+6.3% | Added |
| Grandfield & Dodd, LLC | 1,062 | $242.5K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,049 | $239.5K | 0.03% | +1,049 | New |
| Two Sigma Securities, LLC | 1,045 | $238.6K | 0.03% | +1,045 | New |
| Raymond James Trust N.A. | 1,042 | $238.0K | 0.01% | −94−8.3% | Reduced |
| CAPROCK Group, Inc. | 1,033 | $235.9K | 0.02% | +1,033 | New |
| Machina Capital S.A.S. | 1,027 | $234.5K | 0.43% | +1,027 | New |
| Wallace Advisory Group, LLC | 1,025 | $234.0K | 0.18% | +1,025 | New |
| Walleye Trading LLC | 1,023 | $233.6K | 0.01% | +1,023 | New |
| Cobblestone Capital Advisors LLC | 1,012 | $231.1K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Corp | 994 | $227.0K | 0.04% | +994 | New |
| Ameritas Investment Partners, Inc. | 970 | $223.9K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 973 | $222.0K | 0.06% | +973 | New |
| Wahed Invest LLC | 971 | $221.7K | 0.11% | +104+12.0% | Added |
| Natixis Investment Managers International | 965 | $220.3K | 0.02% | −319−24.8% | Reduced |
| Hilltop Holdings Inc. | 961 | $219.4K | 0.03% | +961 | New |
| Belpointe Asset Management LLC | 959 | $219.0K | 0.01% | +15+1.6% | Added |
| Harvey Capital Management Inc | 950 | $216.9K | 0.09% | +950 | New |
| ING Groep NV | 923 | $210.7K | 0.00% | +923 | New |
| Verition Fund Management LLC | 920 | $210.1K | 0.00% | −33,005−97.3% | Reduced |
| Cigna Investments Inc | 906 | $207.0K | 0.04% | +906 | New |
| Connecticut Wealth Management, LLC | 900 | $205.5K | 0.02% | +900 | New |
| Pinnacle Wealth Planning Services, Inc. | 899 | $205.3K | 0.04% | +899 | New |
| Beacon Pointe Advisors, LLC | 891 | $203.4K | 0.00% | +891 | New |
| Benjamin F. Edwards & Company, Inc. | 785 | $179.0K | 0.01% | +6+0.8% | Added |
| Bessemer Group Inc | 732 | $168.0K | 0.00% | −275−27.3% | Reduced |
| Ci Investments Inc. | 683 | $156.0K | 0.00% | +57+9.1% | Added |
| Umb Bank N A | 647 | $148.0K | 0.00% | +135+26.4% | 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 |
| Signaturefd, LLC | 587 | $134.0K | 0.00% | +14+2.4% | Added |
| Eagle Bay Advisors LLC | 567 | $129.5K | 0.07% | +136+31.6% | Added |
| Pinebridge Investments, L.P. | 536 | $122.4K | 0.00% | +536 | New |
| Huntington National Bank | 520 | $118.7K | 0.00% | +18+3.6% | Added |
| Quadrant Capital Group LLC | 506 | $115.5K | 0.01% | −40−7.3% | Reduced |
| First Horizon Advisors, Inc. | 495 | $113.0K | 0.00% | −1−0.2% | Reduced |
| Tobam | 482 | $110.0K | 0.01% | 00.0% | Unchanged |
| 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 |