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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 4,238 | $979.0K | 0.00% | −250−5.6% | Reduced |
| Gateway Investment Advisers LLC | 4,293 | $991.8K | 0.01% | +1,176+37.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,304 | $994.3K | 0.00% | −923−17.7% | Reduced |
| Creative Planning | 4,322 | $998.5K | 0.00% | +371+9.4% | Added |
| Toroso Investments, LLC | 4,322 | $999.0K | 0.03% | −2,661−38.1% | Reduced |
| Ossiam | 4,355 | $1.01M | 0.02% | +1,175+36.9% | Added |
| Mercer Global Advisors Inc | 4,376 | $1.01M | 0.00% | +290+7.1% | Added |
| Metis Global Partners, LLC | 4,394 | $1.02M | 0.07% | +680+18.3% | Added |
| Buffington Mohr McNeal | 4,436 | $1.02M | 0.23% | +1,700+62.1% | Added |
| First Manhattan Co | 4,478 | $1.03M | 0.00% | +669+17.6% | Added |
| Albert D Mason Inc | 4,516 | $1.04M | 0.72% | −19−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,561 | $1.05M | 0.02% | +565+14.1% | Added |
| Diversified Trust Co | 4,657 | $1.08M | 0.04% | +3+0.1% | Added |
| North Star Investment Management Corp. | 4,686 | $1.08M | 0.09% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,719 | $1.09M | 0.02% | +139+3.0% | Added |
| Schechter Investment Advisors, LLC | 4,719 | $1.09M | 0.10% | +511+12.1% | Added |
| Assenagon Asset Management S.A. | 4,819 | $1.11M | 0.00% | +1,813+60.3% | Added |
| Hancock Whitney Corp | 4,870 | $1.13M | 0.05% | −664−12.0% | Reduced |
| Louisiana State Employees Retirement System | 4,900 | $1.13M | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,914 | $1.14M | 0.01% | +155+3.3% | Added |
| Jade Capital Advisors, LLC | 5,000 | $1.16M | 1.65% | +5,000 | New |
| Brinker Capital Investments, LLC | 5,010 | $1.16M | 0.01% | −271−5.1% | Reduced |
| Orion Portfolio Solutions, LLC | 5,010 | $1.16M | 0.01% | +5,010 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,041 | $1.17M | 0.01% | −116−2.2% | Reduced |
| Illinois Municipal Retirement Fund | 5,101 | $1.18M | 0.03% | −13,539−72.6% | Reduced |
| Acadian Asset Management LLC | 5,136 | $1.19M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,181 | $1.20M | 0.02% | +1,263+32.2% | Added |
| JustInvest LLC | 5,347 | $1.24M | 0.04% | −1,159−17.8% | Reduced |
| Hanlon Investment Management, Inc. | 5,396 | $1.25M | 0.37% | −21−0.4% | Reduced |
| Cetera Advisor Networks LLC | 5,641 | $1.30M | 0.01% | +74+1.3% | Added |
| Bartlett & Co. LLC | 5,650 | $1.30M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,650 | $1.31M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 5,746 | $1.32M | 0.00% | +157+2.8% | Added |
| Everence Capital Management Inc | 5,730 | $1.32M | 0.11% | +1,460+34.2% | Added |
| Quantbot Technologies LP | 5,757 | $1.33M | 0.09% | +5,378+1,419.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,797 | $1.34M | 0.02% | +101+1.8% | Added |
| Millennium Management LLC | 5,839 | $1.35M | 0.00% | −2,844−32.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,855 | $1.35M | 0.46% | +868+17.4% | Added |
| Vestcor Inc | 5,942 | $1.37M | 0.05% | +4,151+231.8% | Added |
| Kentucky Retirement Systems | 5,963 | $1.38M | 0.05% | +29+0.5% | Added |
| Maryland State Retirement & Pension System | 5,973 | $1.38M | 0.03% | 00.0% | Unchanged |
| Cooper Investors Pty Ltd | 5,999 | $1.39M | 0.12% | −2,262−27.4% | Reduced |
| Pacer Advisors, Inc. | 6,014 | $1.39M | 0.01% | −38,835−86.6% | Reduced |
| Caxton Associates LP | 6,218 | $1.44M | 0.23% | +3,946+173.7% | Added |
| Glenview Trust Co | 6,233 | $1.44M | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,301 | $1.46M | 0.02% | −12,029−65.6% | Reduced |
| Securian Asset Management, Inc | 6,301 | $1.46M | 0.04% | +100+1.6% | Added |
| Mariner, LLC | 6,325 | $1.46M | 0.00% | −27−0.4% | Reduced |
| Bank of Nova Scotia | 6,341 | $1.46M | 0.00% | −1,000−13.6% | Reduced |
| Captrust Financial Advisors | 6,343 | $1.47M | 0.01% | −594−8.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 6,400 | $1.48M | 0.00% | −400−5.9% | Reduced |
| Hartford Investment Management Co | 6,416 | $1.48M | 0.05% | +905+16.4% | Added |
| Mackenzie Financial Corp | 6,596 | $1.52M | 0.00% | +61+0.9% | Added |
| British Columbia Investment Management Corp | 6,690 | $1.55M | 0.02% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 6,799 | $1.57M | 0.22% | +292+4.5% | Added |
| Rice Hall James & Associates, LLC | 6,910 | $1.60M | 0.09% | −104−1.5% | Reduced |
| Accurate Wealth Management, LLC | 7,390 | $1.62M | 0.56% | +7,344+15,965.2% | Added |
| Bard Associates Inc | 7,100 | $1.64M | 0.68% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,165 | $1.66M | 0.01% | −976−12.0% | Reduced |
| Colony Group LLC | 7,198 | $1.66M | 0.02% | −1,692−19.0% | Reduced |
| Ergoteles LLC | 7,231 | $1.67M | 0.07% | +7,231 | New |
| First Bank & Trust | 7,346 | $1.70M | 0.45% | −1,534−17.3% | Reduced |
| Crossmark Global Holdings, Inc. | 7,601 | $1.76M | 0.04% | −724−8.7% | Reduced |
| Quantinno Capital Management LP | 7,628 | $1.76M | 0.12% | −267−3.4% | Reduced |
| National Bank of Canada | 7,780 | $1.79M | 0.00% | −299−3.7% | Reduced |
| Montag A & Associates Inc | 7,764 | $1.79M | 0.12% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 7,933 | $1.83M | 0.03% | −15,116−65.6% | Reduced |
| Henshaw Capital LLC | 7,968 | $1.84M | 0.11% | +21+0.3% | Added |
| Commerce Bank | 8,001 | $1.85M | 0.01% | +101+1.3% | Added |
| Johnson Investment Counsel Inc | 8,142 | $1.88M | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 8,264 | $1.91M | 0.01% | −1,100−11.7% | Reduced |
| Eagle Asset Management Inc | 8,404 | $1.94M | 0.01% | −102−1.2% | Reduced |
| Hahn Capital Management LLC | 8,516 | $1.97M | 0.64% | −1,620−16.0% | Reduced |
| Van Eck Associates Corp | 8,547 | $1.98M | 0.00% | +339+4.1% | Added |
| Tortoise Index Solutions, LLC | 8,678 | $2.00M | 0.38% | −7,479−46.3% | Reduced |
| Czech National Bank | 8,885 | $2.05M | 0.05% | +57+0.6% | Added |
| Aigen Investment Management, LP | 8,980 | $2.07M | 0.29% | +4,863+118.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,196 | $2.12M | 0.00% | −2,501−21.4% | Reduced |
| Shell Asset Management Co | 9,527 | $2.20M | 0.09% | +83+0.9% | Added |
| RMB Capital Management, LLC | 9,573 | $2.21M | 0.08% | −825−7.9% | Reduced |
| Boston Private Wealth LLC | 9,577 | $2.21M | 0.03% | −539−5.3% | Reduced |
| First Republic Investment Management, Inc. | 9,688 | $2.24M | 0.00% | −372−3.7% | Reduced |
| Jane Street Group, LLC | 9,923 | $2.29M | 0.00% | −491−4.7% | Reduced |
| Janus Henderson Group PLC | 9,973 | $2.30M | 0.00% | −20,587−67.4% | Reduced |
| Nordea Investment Management AB | 10,192 | $2.33M | 0.00% | −573,347−98.3% | Reduced |
| Mirova | 10,193 | $2.35M | 0.34% | +1,793+21.3% | Added |
| K.J. Harrison & Partners Inc | 10,295 | $2.38M | 0.48% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 10,317 | $2.38M | 0.05% | −1,358−11.6% | Reduced |
| AustralianSuper Pty Ltd | 10,402 | $2.40M | 0.02% | +10,402 | New |
| Guyasuta Investment Advisors Inc | 10,454 | $2.42M | 0.19% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 10,615 | $2.45M | 0.74% | −74−0.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,818 | $2.50M | 0.03% | −5,300−32.9% | Reduced |
| Mutual of America Capital Management LLC | 10,843 | $2.51M | 0.03% | +20+0.2% | Added |
| STRS Ohio | 10,859 | $2.51M | 0.01% | +2,087+23.8% | Added |
| Handelsbanken Fonder AB | 11,000 | $2.54M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 11,046 | $2.55M | 0.04% | −2,505−18.5% | Reduced |
| Eastern Bank | 11,173 | $2.58M | 0.13% | +316+2.9% | Added |
| Coldstream Capital Management Inc | 11,182 | $2.58M | 0.09% | +23+0.2% | Added |
| Stifel Financial Corp | 11,354 | $2.62M | 0.00% | +699+6.6% | Added |
| New York Life Investment Management LLC | 11,402 | $2.63M | 0.03% | −30.0% | Reduced |