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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
State of Wyoming432$98.6K0.03%+6+1.4%Added
Parallel Advisors, LLC424$96.8K0.00%+3+0.7%Added
Quent Capital, LLC407$92.9K0.02%+8+2.0%Added
Hollencrest Capital Management400$91.3K0.01%+400New
Madden Securities Corp400$91.3K0.05%+400New
Fred Alger Management, LLC383$87.5K0.00%+297+345.3%Added
Quantbot Technologies LP379$86.5K0.01%+379New
IFP Advisors, Inc529$77.0K0.00%+47+9.8%Added
Column Capital Advisors, LLC317$72.4K0.01%00.0%Unchanged
West Paces Advisors Inc.310$70.8K0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd290$66.0K0.02%+290New
Smithfield Trust Co277$63.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC267$61.0K0.01%00.0%Unchanged
One Wealth Advisors, LLC267$61.0K0.01%+267New
Colonial Trust Co267$61.0K0.02%+267New
Global Retirement Partners, LLC258$58.9K0.00%00.0%Unchanged
Perritt Capital Management Inc250$57.1K0.03%+250New
Proequities, Inc.246$56.2K0.00%+23+10.3%Added
Whittier Trust Co of Nevada Inc245$55.9K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC243$55.5K0.00%+243New
Covestor Ltd239$55.0K0.05%−256−51.7%Reduced
Seldon Capital LP209$47.7K0.04%00.0%Unchanged
Allworth Financial LP205$46.8K0.00%+4+2.0%Added
General Partner, Inc.202$46.1K0.04%+202New
Lindbrook Capital, LLC192$43.8K0.01%+10+5.5%Added
GWM Advisors LLC187$38.8K0.00%+187New
TD Private Client Wealth LLC161$36.8K0.00%+17+11.8%Added
Whittier Trust Co151$34.5K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC150$34.3K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.150$34.0K0.01%00.0%Unchanged
Riverview Trust Co142$32.0K0.03%00.0%Unchanged
DT Investment Partners, LLC136$31.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc123$28.1K0.01%00.0%Unchanged
Parkside Financial Bank & Trust117$26.7K0.01%+8+7.3%Added
CVA Family Office, LLC116$26.5K0.01%00.0%Unchanged
Harbour Investments, Inc.106$24.2K0.00%+7+7.1%Added
Bangor Savings Bank100$23.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$22.8K0.00%+100New
Northwestern Mutual Wealth Management Co97$22.2K0.00%+18+22.8%Added
SRS Capital Advisors, Inc.92$21.0K0.00%+16+21.1%Added
Harbor Investment Advisory, LLC92$21.0K0.00%00.0%Unchanged
IMA Wealth, Inc.88$20.1K0.01%00.0%Unchanged
Caldwell Trust Co85$19.4K0.00%00.0%Unchanged
Trust Co of Vermont82$18.7K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.80$18.3K0.00%+80New
Boyd Watterson Asset Management LLC75$17.1K0.01%+75New
Stephenson National Bank & Trust74$17.0K0.01%00.0%Unchanged
Clear Street Markets LLC76$17.0K0.00%+76New
Strengthening Families & Communities, LLC71$16.0K0.01%00.0%Unchanged
City Holding Co70$16.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.70$16.0K0.00%+70New
Essex Investment Management Co LLC62$14.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC62$14.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC60$13.7K0.00%−5−7.7%Reduced
Baker Avenue Asset Management, LP59$13.5K0.00%+59New
JJJ Advisors Inc.55$13.0K0.00%+21+61.8%Added
Farmers & Merchants Investments Inc54$12.3K0.00%00.0%Unchanged
Trustcore Financial Services, LLC53$12.1K0.00%−55−50.9%Reduced
Webster Bank, N. A.54$12.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.51$11.6K0.00%00.0%Unchanged
Key Financial Inc58$11.6K0.01%00.0%Unchanged
Accurate Wealth Management, LLC46$10.8K0.00%+46New
Delta Asset Management LLC45$10.3K0.00%+45New
TCI Wealth Advisors, Inc.44$10.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC42$9.65K0.00%−4−8.7%Reduced
Versant Capital Management, Inc41$9.36K0.00%00.0%Unchanged
Farther Finance Advisors, LLC41$9.36K0.00%+41New
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
Massmutual Trust Co FSB41$9.00K0.00%00.0%Unchanged
Earnest Partners LLC39$8.90K0.00%00.0%Unchanged
Investors Research Corp39$8.90K0.00%00.0%Unchanged
Valley National Advisers Inc38$8.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC36$8.00K0.00%00.0%Unchanged
Colonial Trust Advisors35$7.99K0.00%+35New
Concord Wealth Partners35$7.99K0.00%+35New
Private Ocean, LLC31$7.08K0.00%+31New
JFS Wealth Advisors, LLC30$6.85K0.00%+2+7.1%Added
Quarry LP29$6.62K0.01%+29New
Clearstead Advisors, LLC28$6.39K0.00%00.0%Unchanged
Zions Bancorporation, N.A.26$5.94K0.00%+17+188.9%Added
Activest Wealth Management25$5.71K0.00%00.0%Unchanged
Twin Tree Management, LP25$5.71K0.00%+25New
Prestige Wealth Management Group LLC24$5.48K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC22$5.02K0.00%+22New
Red Tortoise LLC20$4.57K0.00%+20New
Crewe Advisors LLC19$4.34K0.00%−24−55.8%Reduced
Washington Trust Advisors, Inc.19$4.34K0.00%00.0%Unchanged
Private Trust Co NA18$4.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management16$4.00K0.00%+16New
Global Financial Private Client, LLC15$3.42K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$3.20K0.00%+14New
Beaird Harris Wealth Management, LLC14$3.20K0.00%+14New
Steward Financial Group LLC14$3.00K0.00%+14New
Morgan Dempsey Capital Management LLC13$2.97K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$2.97K0.00%+7+116.7%Added
Disciplined Investments, LLC11$2.51K0.00%00.0%Unchanged
AdvisorNet Financial, Inc11$2.51K0.00%+11New
Manchester Capital Management LLC10$2.28K0.00%+5+100.0%Added