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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 4,719 | $1.09M | 0.10% | +511+12.1% | Added |
| North Star Investment Management Corp. | 4,686 | $1.08M | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 4,657 | $1.08M | 0.04% | +3+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,561 | $1.05M | 0.02% | +565+14.1% | Added |
| Albert D Mason Inc | 4,516 | $1.04M | 0.72% | −19−0.4% | Reduced |
| First Manhattan Co | 4,478 | $1.03M | 0.00% | +669+17.6% | Added |
| Buffington Mohr McNeal | 4,436 | $1.02M | 0.23% | +1,700+62.1% | Added |
| Metis Global Partners, LLC | 4,394 | $1.02M | 0.07% | +680+18.3% | Added |
| Mercer Global Advisors Inc | 4,376 | $1.01M | 0.00% | +290+7.1% | Added |
| Ossiam | 4,355 | $1.01M | 0.02% | +1,175+36.9% | Added |
| Toroso Investments, LLC | 4,322 | $999.0K | 0.03% | −2,661−38.1% | Reduced |
| Creative Planning | 4,322 | $998.5K | 0.00% | +371+9.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,304 | $994.3K | 0.00% | −923−17.7% | Reduced |
| Gateway Investment Advisers LLC | 4,293 | $991.8K | 0.01% | +1,176+37.7% | Added |
| Commonwealth Equity Services, LLC | 4,238 | $979.0K | 0.00% | −250−5.6% | Reduced |
| Wealthfront Advisers LLC | 4,234 | $978.2K | 0.00% | −82−1.9% | Reduced |
| USA Financial Portformulas Corp | 4,231 | $977.5K | 1.58% | +4,231 | New |
| Prudential PLC | 4,219 | $974.7K | 0.01% | +8+0.2% | Added |
| Cetera Investment Advisers | 4,161 | $961.4K | 0.01% | −52−1.2% | Reduced |
| Altshuler Shaham Ltd | 4,135 | $955.3K | 0.02% | −439−9.6% | Reduced |
| Kenfarb & Co. | 4,115 | $950.7K | 0.85% | −180−4.2% | Reduced |
| Simmons Bank | 4,107 | $948.8K | 0.08% | +65+1.6% | Added |
| Tortoise Capital Advisors, L.L.C. | 4,063 | $938.7K | 0.01% | −199−4.7% | Reduced |
| Duncker Streett & Co Inc | 4,029 | $930.9K | 0.22% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 4,002 | $924.6K | 0.03% | −1,301−24.5% | Reduced |
| Mairs & Power Inc | 4,000 | $924.1K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 3,958 | $914.4K | 0.04% | −1,879−32.2% | Reduced |
| Gotham Asset Management, LLC | 3,910 | $903.3K | 0.02% | −10,247−72.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $891.5K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,844 | $888.1K | 0.49% | +58+1.5% | Added |
| Mount Yale Investment Advisors, LLC | 3,842 | $887.7K | 0.10% | −235−5.8% | Reduced |
| Marshall Financial Group LLC | 3,832 | $885.4K | 0.32% | −1,070−21.8% | Reduced |
| CIBC World Markets Corp | 3,814 | $881.1K | 0.01% | −5,053−57.0% | Reduced |
| Sepio Capital, LP | 3,719 | $859.2K | 0.08% | −321−7.9% | Reduced |
| Advisor Partners II, LLC | 3,707 | $856.4K | 0.05% | −19−0.5% | Reduced |
| Edgestream Partners, L.P. | 3,650 | $843.3K | 0.09% | +3,650 | New |
| Glenmede Trust Co NA | 3,520 | $813.2K | 0.00% | +890+33.8% | Added |
| New Mexico Educational Retirement Board | 3,500 | $809.0K | 0.04% | −100−2.8% | Reduced |
| Dark Forest Capital Management LP | 3,425 | $791.3K | 0.19% | +3,425 | New |
| Fagan Associates, Inc. | 3,410 | $787.8K | 0.20% | −20−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,408 | $787.4K | 0.01% | −1,005−22.8% | Reduced |
| E. Ohman J:or Asset Management AB | 3,400 | $785.5K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,373 | $779.3K | 0.04% | −888−20.8% | Reduced |
| Keybank National Association | 3,353 | $774.6K | 0.00% | +461+15.9% | Added |
| Old National Bancorp | 3,337 | $770.9K | 0.02% | −230−6.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,290 | $760.1K | 0.40% | +3,268+14,854.5% | Added |
| Bahl & Gaynor Inc | 3,283 | $758.5K | 0.00% | −659−16.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,280 | $757.8K | 0.00% | −6,741−67.3% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $744.1K | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 3,165 | $731.2K | 0.00% | +538+20.5% | Added |
| Ostrum Asset Management | 2,969 | $685.9K | 0.06% | +2,969 | New |
| Unigestion Holding SA | 2,979 | $676.1K | 0.04% | +2,979 | New |
| First Pacific Financial | 2,925 | $675.8K | 0.31% | −78−2.6% | Reduced |
| Diametric Capital, LP | 2,918 | $674.1K | 0.32% | −1,146−28.2% | Reduced |
| APG Asset Management N.V. | 3,161 | $672.2K | 0.00% | −4,699−59.8% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $671.6K | 0.06% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 2,839 | $655.9K | 0.71% | −1,247−30.5% | Reduced |
| Baader Bank INC | 2,810 | $649.2K | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,794 | $645.5K | 0.01% | −1,536−35.5% | Reduced |
| Hikari Power Ltd | 2,710 | $626.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,700 | $624.0K | 0.03% | −274−9.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,684 | $620.0K | 0.05% | −21−0.8% | Reduced |
| Bridgefront Capital, LLC | 2,670 | $616.9K | 0.38% | +2,670 | New |
| Symmetry Partners, LLC | 2,622 | $606.0K | 0.03% | +15+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 2,622 | $605.8K | 0.01% | +478+22.3% | Added |
| FDx Advisors, Inc. | 2,610 | $596.0K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 2,562 | $591.9K | 0.03% | +2,562 | New |
| We Are One Seven, LLC | 2,536 | $585.9K | 0.04% | +39+1.6% | Added |
| Baker Tilly Wealth Management, LLC | 2,483 | $573.6K | 0.06% | −91−3.5% | Reduced |
| Bellwether Advisors, LLC | 2,459 | $568.1K | 0.16% | +2,459 | New |
| Vident Investment Advisory, LLC | 2,428 | $560.9K | 0.02% | +67+2.8% | Added |
| JSF Financial, LLC | 2,424 | $560.0K | 0.21% | −211−8.0% | Reduced |
| Burney Co | 2,420 | $559.1K | 0.03% | +2,420 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,396 | $553.5K | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,388 | $552.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 2,371 | $547.8K | 0.01% | +7+0.3% | Added |
| Cantor Fitzgerald, L. P. | 2,325 | $537.1K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,312 | $534.2K | 0.03% | +480+26.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,301 | $531.6K | 0.01% | +419+22.3% | Added |
| La Banque Postale Asset Management SA | 2,295 | $530.2K | 0.01% | −347−13.1% | Reduced |
| Guinness Asset Management LTD | 2,295 | $529.8K | 0.01% | −81−3.4% | Reduced |
| Wetherby Asset Management Inc | 2,292 | $529.5K | 0.03% | −289−11.2% | Reduced |
| Voya Financial Advisors, Inc. | 2,302 | $522.5K | 0.07% | −98−4.1% | Reduced |
| Beck Mack & Oliver LLC | 2,250 | $519.8K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $519.8K | 0.08% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,241 | $517.7K | 0.06% | +128+6.1% | Added |
| HBK Sorce Advisory LLC | 2,196 | $507.4K | 0.02% | −2,586−54.1% | Reduced |
| Heartland Bank & Trust Co | 2,055 | $474.8K | 0.36% | +134+7.0% | Added |
| Alberta Investment Management Corp | 2,000 | $462.1K | 0.00% | −3,412−63.0% | Reduced |
| Welch Group, LLC | 2,000 | $462.1K | 0.03% | 00.0% | Unchanged |
| Twin Capital Management Inc | 1,964 | $453.7K | 0.06% | −137−6.5% | Reduced |
| Empirical Finance, LLC | 1,957 | $452.1K | 0.04% | +102+5.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,948 | $450.0K | 0.01% | +1,948 | New |
| Federated Hermes, Inc. | 1,920 | $443.6K | 0.00% | −1,574−45.0% | Reduced |
| Dearborn Partners LLC | 1,902 | $439.4K | 0.02% | −631−24.9% | Reduced |
| Studio Investment Management LLC | 1,859 | $429.5K | 0.13% | −141−7.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,802 | $416.4K | 0.01% | −2−0.1% | Reduced |
| Pathstone Family Office, LLC | 1,661 | $416.0K | 0.01% | −2,042−55.1% | Reduced |
| Fifth Third Bancorp | 1,760 | $406.6K | 0.00% | +82+4.9% | Added |
| Resurgent Financial Advisors LLC | 1,754 | $405.2K | 0.27% | −85−4.6% | Reduced |