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, Q1 2023
Institutional positions in Idex Corp as of Mar 31, 2023. 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
- +7 vs. Q4 2022
- Shares held
- 73.9M
- −355.1K (−0.5%) vs. Q4 2022
- Total value
- $17.0B
- +$456.9M (+2.8%) vs. Q4 2022
- New holders
- 52
- 185 more added
- Sold out
- 45
- 261 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $231 | 0.00% | −2−66.7% | Reduced |
| Fortis Capital Advisors, LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $232 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| SkyView Investment Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Manchester Capital Management LLC | 5 | $1.16K | 0.00% | −5−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1.62K | 0.00% | +7 | New |
| Concord Wealth Partners | 8 | $1.85K | 0.00% | −27−77.1% | Reduced |
| Goodman Advisory Group, LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $1.85K | 0.00% | +8 | New |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $2.08K | 0.00% | −17−65.4% | Reduced |
| Disciplined Investments, LLC | 9 | $2.08K | 0.00% | −2−18.2% | Reduced |
| Assetmark, Inc | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $2.08K | 0.00% | +5+125.0% | Added |
| SJS Investment Consulting Inc. | 12 | $2.77K | 0.00% | −1−7.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $3.00K | 0.00% | +2+18.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.23K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $3.70K | 0.00% | −2−11.1% | Reduced |
| Ahrens Investment Partners LLC | 16 | $3.70K | 0.00% | +16 | New |
| GWM Advisors LLC | 17 | $3.93K | 0.00% | −170−90.9% | Reduced |
| Washington Trust Advisors, Inc. | 19 | $4.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $4.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.54K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $6.93K | 0.00% | −15−33.3% | Reduced |
| Steward Financial Group LLC | 33 | $7.00K | 0.00% | +19+135.7% | Added |
| Valley National Advisers Inc | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 35 | $8.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $8.09K | 0.00% | +5+16.7% | Added |
| JJJ Advisors Inc. | 38 | $8.34K | 0.00% | −17−30.9% | Reduced |
| Schubert & Co | 37 | $8.55K | 0.01% | −3−7.5% | Reduced |
| Earnest Partners LLC | 39 | $9.01K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 39 | $9.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $9.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $9.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 41 | $9.47K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 42 | $9.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $9.94K | 0.00% | +43 | New |
| Hall Laurie J Trustee | 45 | $10.0K | 0.00% | +45 | New |
| TCI Wealth Advisors, Inc. | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 45 | $10.4K | 0.00% | +5+12.5% | Added |
| SOA Wealth Advisors, LLC. | 51 | $11.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $12.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 54 | $12.5K | 0.01% | +46+575.0% | Added |
| Credential Qtrade Securities Inc. | 56 | $12.9K | 0.00% | +56 | New |
| Key Financial Inc | 58 | $13.4K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 59 | $13.6K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 60 | $14.0K | 0.01% | −11−15.5% | Reduced |
| Vigilant Capital Management, LLC | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 62 | $14.3K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 66 | $15.2K | 0.00% | −2,062−96.9% | Reduced |
| City Holding Co | 70 | $16.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $16.2K | 0.00% | −22−23.9% | Reduced |
| Stephenson National Bank & Trust | 74 | $17.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 75 | $17.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 82 | $18.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $19.6K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $20.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 92 | $21.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 100 | $23.0K | 0.01% | −190−65.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $23.1K | 0.00% | +59+143.9% | Added |
| Harbour Investments, Inc. | 106 | $24.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 114 | $26.3K | 0.00% | +54+90.0% | Added |
| Parkside Financial Bank & Trust | 115 | $26.6K | 0.01% | −2−1.7% | Reduced |
| CVA Family Office, LLC | 116 | $26.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 136 | $28.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $28.9K | 0.01% | +2+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 140 | $32.4K | 0.00% | +43+44.3% | Added |
| Riverview Trust Co | 142 | $32.8K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 148 | $34.0K | 0.01% | +72+94.7% | Added |
| Laurel Wealth Advisors LLC | 150 | $34.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $34.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 151 | $34.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 157 | $35.0K | 0.00% | −15,249−99.0% | Reduced |
| TD Private Client Wealth LLC | 154 | $35.6K | 0.00% | −7−4.3% | Reduced |
| Lindbrook Capital, LLC | 187 | $43.2K | 0.01% | −5−2.6% | Reduced |
| Allworth Financial LP | 222 | $51.3K | 0.00% | +17+8.3% | Added |
| Proequities, Inc. | 223 | $51.5K | 0.00% | −23−9.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 243 | $56.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 245 | $56.6K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 250 | $57.8K | 0.03% | 00.0% | Unchanged |
| Tobam | 257 | $59.0K | 0.00% | −225−46.7% | Reduced |
| Anchor Investment Management, LLC | 267 | $61.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 267 | $61.7K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $63.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 277 | $64.0K | 0.06% | +38+15.9% | Added |
| Clearstead Advisors, LLC | 283 | $65.4K | 0.00% | +255+910.7% | Added |
| West Paces Advisors Inc. | 310 | $71.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 525 | $73.2K | 0.00% | −4−0.8% | Reduced |
| Column Capital Advisors, LLC | 317 | $73.2K | 0.01% | 00.0% | Unchanged |