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 |
|---|---|---|---|---|---|
| Quintet Private Bank (Europe) S.A. | 349 | $80.7K | 0.00% | +349 | New |
| Eagle Bay Advisors LLC | 386 | $89.2K | 0.05% | −181−31.9% | Reduced |
| Penserra Capital Management LLC | 397 | $90.0K | 0.00% | −13,445−97.1% | Reduced |
| Hollencrest Capital Management | 400 | $92.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 407 | $94.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $95.4K | 0.06% | +413 | New |
| Dougherty Wealth Advisers LLC | 473 | $109.3K | 0.17% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 495 | $114.4K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 499 | $115.0K | 0.05% | −901−64.4% | Reduced |
| Quadrant Capital Group LLC | 512 | $118.3K | 0.01% | +6+1.2% | Added |
| PEAK6 Investments LLC | 524 | $121.1K | 0.01% | +522+26,100.0% | Added |
| Pinebridge Investments, L.P. | 536 | $123.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 549 | $126.8K | 0.00% | +29+5.6% | Added |
| Fred Alger Management, LLC | 582 | $134.5K | 0.00% | +199+52.0% | Added |
| Signaturefd, LLC | 590 | $136.3K | 0.00% | +3+0.5% | Added |
| Parallel Advisors, LLC | 595 | $137.5K | 0.00% | +171+40.3% | Added |
| Alta Advisers Ltd | 600 | $138.6K | 0.08% | 00.0% | Unchanged |
| Natixis Investment Managers International | 627 | $144.9K | 0.01% | −338−35.0% | Reduced |
| Umb Bank N A | 630 | $145.5K | 0.00% | −17−2.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 642 | $148.3K | 0.00% | −1,271−66.4% | Reduced |
| Godsey & Gibb Associates | 650 | $150.2K | 0.02% | +650 | New |
| Ci Investments Inc. | 657 | $152.0K | 0.00% | −26−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 677 | $155.0K | 0.00% | −7−1.0% | Reduced |
| Global Retirement Partners, LLC | 872 | $183.3K | 0.01% | +614+238.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 819 | $189.0K | 0.01% | +34+4.3% | Added |
| Desjardins Global Asset Management Inc. | 836 | $193.0K | 0.02% | +836 | New |
| Cadent Capital Advisors, LLC | 867 | $200.3K | 0.12% | +867 | New |
| Vantage Consulting Group Inc | 868 | $200.5K | 0.11% | +868 | New |
| Syntax Advisors, LLC | 868 | $200.5K | 0.15% | +868 | New |
| Moody National Bank Trust Division | 871 | $201.2K | 0.02% | +871 | New |
| PFG Investments, LLC | 875 | $202.2K | 0.04% | +875 | New |
| Beacon Pointe Advisors, LLC | 879 | $203.1K | 0.00% | −12−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 888 | $205.2K | 0.03% | −11−1.2% | Reduced |
| State of Wyoming | 901 | $208.2K | 0.07% | +469+108.6% | Added |
| Cigna Investments Inc | 906 | $209.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 915 | $211.4K | 0.07% | +915 | New |
| Fund Management at Engine No. 1 LLC | 915 | $211.4K | 0.04% | +915 | New |
| ING Groep NV | 916 | $211.6K | 0.00% | −7−0.8% | Reduced |
| Squarepoint Ops LLC | 924 | $213.5K | 0.00% | −10,926−92.2% | Reduced |
| Stokes Family Office, LLC | 937 | $216.5K | 0.03% | +937 | New |
| Harvey Capital Management Inc | 950 | $219.5K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 952 | $219.9K | 0.03% | −9−0.9% | Reduced |
| Belpointe Asset Management LLC | 962 | $222.3K | 0.01% | +3+0.3% | Added |
| Horizon Investments, LLC | 963 | $222.5K | 0.01% | −1,718−64.1% | Reduced |
| Virtue Capital Management, LLC | 1,061 | $222.6K | 0.04% | −174−14.1% | Reduced |
| Ameritas Investment Partners, Inc. | 970 | $224.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 971 | $224.3K | 0.06% | −2−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 975 | $225.0K | 0.01% | −730−42.8% | Reduced |
| Wahed Invest LLC | 988 | $228.3K | 0.10% | +17+1.8% | Added |
| Bessemer Group Inc | 995 | $229.0K | 0.00% | +263+35.9% | Added |
| Qtron Investments LLC | 1,004 | $232.0K | 0.05% | −454−31.1% | Reduced |
| Wallace Advisory Group, LLC | 1,010 | $233.3K | 0.18% | −15−1.5% | Reduced |
| Grandfield & Dodd, LLC | 1,012 | $233.8K | 0.02% | −50−4.7% | Reduced |
| Cobblestone Capital Advisors LLC | 1,012 | $233.8K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,017 | $235.0K | 0.01% | −25−2.4% | Reduced |
| Canandaigua National Bank & Trust Co | 1,036 | $239.0K | 0.04% | +1,036 | New |
| Kestra Advisory Services, LLC | 1,040 | $240.4K | 0.00% | −891−46.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,095 | $253.0K | 0.00% | −2,637−70.7% | Reduced |
| Veritable, L.P. | 1,096 | $253.2K | 0.00% | −9−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,117 | $258.1K | 0.00% | −3,035−73.1% | Reduced |
| Brown Shipley& Co Ltd | 1,123 | $259.4K | 0.17% | +1,123 | New |
| Oarsman Capital, Inc. | 1,132 | $261.5K | 0.12% | +1,132 | New |
| Connecticut Wealth Management, LLC | 1,142 | $263.8K | 0.02% | +242+26.9% | Added |
| Lakeview Capital Partners, LLC | 1,270 | $264.1K | 0.08% | 00.0% | Unchanged |
| Kula Investments, LLC | 1,146 | $264.8K | 0.07% | +1,146 | New |
| Argent Trust Co | 1,153 | $266.4K | 0.02% | +5+0.4% | Added |
| Tower Research Capital LLC (TRC) | 1,162 | $268.0K | 0.01% | −328−22.0% | Reduced |
| FSM Wealth Advisors, LLC | 1,169 | $270.1K | 0.16% | 00.0% | Unchanged |
| American Trust | 1,170 | $270.3K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,186 | $274.0K | 0.12% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,190 | $275.0K | 0.11% | +17+1.4% | Added |
| Vestmark Advisory Solutions, Inc. | 1,209 | $279.3K | 0.01% | +39+3.3% | Added |
| YHB Investment Advisors, Inc. | 1,214 | $280.5K | 0.03% | 00.0% | Unchanged |
| Fort, L.P. | 1,216 | $280.9K | 0.73% | −781−39.1% | Reduced |
| Private Advisor Group, LLC | 1,228 | $283.7K | 0.00% | +1,228 | New |
| Kestra Private Wealth Services, LLC | 1,233 | $284.9K | 0.01% | +53+4.5% | Added |
| OneAscent Wealth Management LLC | 1,232 | $285.0K | 0.11% | +8+0.7% | Added |
| Greenleaf Trust | 1,236 | $285.6K | 0.00% | −45−3.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,238 | $286.0K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,270 | $293.4K | 0.00% | +1,270 | New |
| Lincoln National Corp | 1,277 | $295.1K | 0.01% | +88+7.4% | Added |
| Central Trust Co | 1,291 | $298.3K | 0.01% | −41−3.1% | Reduced |
| Comerica Securities,inc. | 1,295 | $299.2K | 0.02% | −101−7.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,296 | $299.4K | 0.02% | +123+10.5% | Added |
| Values First Advisors, Inc. | 1,300 | $300.4K | 0.19% | −87−6.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,303 | $301.0K | 0.06% | +1,303 | New |
| Ieq Capital, LLC | 1,308 | $302.2K | 0.01% | −120−8.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,311 | $303.0K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,321 | $305.2K | 0.11% | −17−1.3% | Reduced |
| Covenant Partners, LLC | 1,372 | $317.0K | 0.12% | +265+23.9% | Added |
| Kinneret Advisory, LLC | 1,393 | $321.8K | 0.04% | −75−5.1% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $323.0K | 0.06% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $325.8K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 1,415 | $326.9K | 0.27% | +1,415 | New |
| Alps Advisors Inc | 1,436 | $331.8K | 0.00% | −76−5.0% | Reduced |
| Checchi Capital Advisers, LLC | 1,437 | $332.0K | 0.03% | −2−0.1% | Reduced |
| RMR Wealth Builders | 1,437 | $332.0K | 0.06% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,455 | $336.1K | 0.02% | −1,175−44.7% | Reduced |
| Wedmont Private Capital | 1,539 | $337.7K | 0.04% | −123−7.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,465 | $338.5K | 0.00% | −2,209−60.1% | Reduced |