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Livermore
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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, 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.

Institutional holdersQ1 2023: 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 heldQ1 2023: $17.0B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2022.

Institutions holding IEX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TD Waterhouse Canada Inc.1,512$346.6K0.00%00.0%Unchanged
Seven Eight Capital, LP1,522$351.6K0.07%+1,522New
Bleakley Financial Group, LLC1,531$353.7K0.01%−6−0.4%Reduced
Hennion & Walsh Asset Management, Inc.1,538$355.0K0.02%−54−3.4%Reduced
Sawtooth Solutions, LLC1,551$358.3K0.01%+502+47.9%Added
Cooper Financial Group1,552$358.5K0.10%+221+16.6%Added
Phoenix Holdings Ltd.1,598$359.5K0.01%−178−10.0%Reduced
Nilsine Partners, LLC1,570$362.7K0.06%+1,570New
Alliance Wealth Advisors, LLC1,581$365.3K0.15%+46+3.0%Added
Estabrook Capital Management1,600$369.6K0.06%00.0%Unchanged
Citadel Advisors LLC1,623$375.0K0.00%−772−32.2%Reduced
CWM, LLC1,629$376.0K0.00%+111+7.3%Added
Advisory Services Network, LLC1,639$378.7K0.01%+266+19.4%Added
Stock Yards Bank & Trust Co1,668$385.0K0.01%00.0%Unchanged
Arthur M. Cohen & Associates, LLC1,700$392.8K0.11%00.0%Unchanged
Resurgent Financial Advisors LLC1,754$405.2K0.27%−85−4.6%Reduced
Fifth Third Bancorp1,760$406.6K0.00%+82+4.9%Added
Pathstone Family Office, LLC1,661$416.0K0.01%−2,042−55.1%Reduced
Atria Wealth Solutions, Inc.1,802$416.4K0.01%−2−0.1%Reduced
Studio Investment Management LLC1,859$429.5K0.13%−141−7.0%Reduced
Dearborn Partners LLC1,902$439.4K0.02%−631−24.9%Reduced
Federated Hermes, Inc.1,920$443.6K0.00%−1,574−45.0%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital1,948$450.0K0.01%+1,948New
Empirical Finance, LLC1,957$452.1K0.04%+102+5.5%Added
Twin Capital Management Inc1,964$453.7K0.06%−137−6.5%Reduced
Alberta Investment Management Corp2,000$462.1K0.00%−3,412−63.0%Reduced
Welch Group, LLC2,000$462.1K0.03%00.0%Unchanged
Heartland Bank & Trust Co2,055$474.8K0.36%+134+7.0%Added
HBK Sorce Advisory LLC2,196$507.4K0.02%−2,586−54.1%Reduced
DFPG Investments, LLC2,241$517.7K0.06%+128+6.1%Added
Pekin Hardy Strauss, Inc.2,250$519.8K0.08%00.0%Unchanged
Beck Mack & Oliver LLC2,250$519.8K0.02%00.0%Unchanged
Voya Financial Advisors, Inc.2,302$522.5K0.07%−98−4.1%Reduced
Wetherby Asset Management Inc2,292$529.5K0.03%−289−11.2%Reduced
Guinness Asset Management LTD2,295$529.8K0.01%−81−3.4%Reduced
La Banque Postale Asset Management SA2,295$530.2K0.01%−347−13.1%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.2,301$531.6K0.01%+419+22.3%Added
Apollon Wealth Management, LLC2,312$534.2K0.03%+480+26.2%Added
Cantor Fitzgerald, L. P.2,325$537.1K0.01%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC2,371$547.8K0.01%+7+0.3%Added
Achmea Investment Management B.V.2,388$552.0K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,396$553.5K0.04%00.0%Unchanged
Burney Co2,420$559.1K0.03%+2,420New
JSF Financial, LLC2,424$560.0K0.21%−211−8.0%Reduced
Vident Investment Advisory, LLC2,428$560.9K0.02%+67+2.8%Added
Bellwether Advisors, LLC2,459$568.1K0.16%+2,459New
Baker Tilly Wealth Management, LLC2,483$573.6K0.06%−91−3.5%Reduced
We Are One Seven, LLC2,536$585.9K0.04%+39+1.6%Added
Lombard Odier Asset Management (Europe) Ltd2,562$591.9K0.03%+2,562New
FDx Advisors, Inc.2,610$596.0K0.03%00.0%Unchanged
O'Shaughnessy Asset Management, LLC2,622$605.8K0.01%+478+22.3%Added
Symmetry Partners, LLC2,622$606.0K0.03%+15+0.6%Added
Bridgefront Capital, LLC2,670$616.9K0.38%+2,670New
Kentucky Retirement Systems Insurance Trust Fund2,684$620.0K0.05%−21−0.8%Reduced
Banque Cantonale Vaudoise2,700$624.0K0.03%−274−9.2%Reduced
Hikari Power Ltd2,710$626.0K0.06%00.0%Unchanged
Ontario Teachers Pension Plan Board2,794$645.5K0.01%−1,536−35.5%Reduced
Baader Bank INC2,810$649.2K0.05%00.0%Unchanged
DB Fitzpatrick & Co, Inc2,839$655.9K0.71%−1,247−30.5%Reduced
Sandhill Capital Partners LLC2,907$671.6K0.06%00.0%Unchanged
APG Asset Management N.V.3,161$672.2K0.00%−4,699−59.8%Reduced
Diametric Capital, LP2,918$674.1K0.32%−1,146−28.2%Reduced
First Pacific Financial2,925$675.8K0.31%−78−2.6%Reduced
Unigestion Holding SA2,979$676.1K0.04%+2,979New
Ostrum Asset Management2,969$685.9K0.06%+2,969New
Blair William & Co3,165$731.2K0.00%+538+20.5%Added
Segment Wealth Management, LLC3,221$744.1K0.08%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.3,280$757.8K0.00%−6,741−67.3%Reduced
Bahl & Gaynor Inc3,283$758.5K0.00%−659−16.7%Reduced
McElhenny Sheffield Capital Management, LLC3,290$760.1K0.40%+3,268+14,854.5%Added
Old National Bancorp3,337$770.9K0.02%−230−6.4%Reduced
Keybank National Association3,353$774.6K0.00%+461+15.9%Added
Metropolitan Life Insurance Co3,373$779.3K0.04%−888−20.8%Reduced
E. Ohman J:or Asset Management AB3,400$785.5K0.03%00.0%Unchanged
Cullen/Frost Bankers, Inc.3,408$787.4K0.01%−1,005−22.8%Reduced
Fagan Associates, Inc.3,410$787.8K0.20%−20−0.6%Reduced
Dark Forest Capital Management LP3,425$791.3K0.19%+3,425New
New Mexico Educational Retirement Board3,500$809.0K0.04%−100−2.8%Reduced
Glenmede Trust Co NA3,520$813.2K0.00%+890+33.8%Added
Edgestream Partners, L.P.3,650$843.3K0.09%+3,650New
Advisor Partners II, LLC3,707$856.4K0.05%−19−0.5%Reduced
Sepio Capital, LP3,719$859.2K0.08%−321−7.9%Reduced
CIBC World Markets Corp3,814$881.1K0.01%−5,053−57.0%Reduced
Marshall Financial Group LLC3,832$885.4K0.32%−1,070−21.8%Reduced
Mount Yale Investment Advisors, LLC3,842$887.7K0.10%−235−5.8%Reduced
Virtus ETF Advisers LLC3,844$888.1K0.49%+58+1.5%Added
Dai-Ichi Life Insurance Company, Ltd3,859$891.5K0.02%00.0%Unchanged
Gotham Asset Management, LLC3,910$903.3K0.02%−10,247−72.4%Reduced
Ethic Inc.3,958$914.4K0.04%−1,879−32.2%Reduced
Mairs & Power Inc4,000$924.1K0.01%00.0%Unchanged
Peregrine Capital Management LLC4,002$924.6K0.03%−1,301−24.5%Reduced
Duncker Streett & Co Inc4,029$930.9K0.22%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.4,063$938.7K0.01%−199−4.7%Reduced
Simmons Bank4,107$948.8K0.08%+65+1.6%Added
Kenfarb & Co.4,115$950.7K0.85%−180−4.2%Reduced
Altshuler Shaham Ltd4,135$955.3K0.02%−439−9.6%Reduced
Cetera Investment Advisers4,161$961.4K0.01%−52−1.2%Reduced
Prudential PLC4,219$974.7K0.01%+8+0.2%Added
USA Financial Portformulas Corp4,231$977.5K1.58%+4,231New
Wealthfront Advisers LLC4,234$978.2K0.00%−82−1.9%Reduced