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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 1,700 | $392.8K | 0.11% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,668 | $385.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,639 | $378.7K | 0.01% | +266+19.4% | Added |
| CWM, LLC | 1,629 | $376.0K | 0.00% | +111+7.3% | Added |
| Citadel Advisors LLC | 1,623 | $375.0K | 0.00% | −772−32.2% | Reduced |
| Estabrook Capital Management | 1,600 | $369.6K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,581 | $365.3K | 0.15% | +46+3.0% | Added |
| Nilsine Partners, LLC | 1,570 | $362.7K | 0.06% | +1,570 | New |
| Phoenix Holdings Ltd. | 1,598 | $359.5K | 0.01% | −178−10.0% | Reduced |
| Cooper Financial Group | 1,552 | $358.5K | 0.10% | +221+16.6% | Added |
| Sawtooth Solutions, LLC | 1,551 | $358.3K | 0.01% | +502+47.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,538 | $355.0K | 0.02% | −54−3.4% | Reduced |
| Bleakley Financial Group, LLC | 1,531 | $353.7K | 0.01% | −6−0.4% | Reduced |
| Seven Eight Capital, LP | 1,522 | $351.6K | 0.07% | +1,522 | New |
| TD Waterhouse Canada Inc. | 1,512 | $346.6K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,465 | $338.5K | 0.00% | −2,209−60.1% | Reduced |
| Wedmont Private Capital | 1,539 | $337.7K | 0.04% | −123−7.4% | Reduced |
| Prelude Capital Management, LLC | 1,455 | $336.1K | 0.02% | −1,175−44.7% | 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 |
| Alps Advisors Inc | 1,436 | $331.8K | 0.00% | −76−5.0% | Reduced |
| Cowa, LLC | 1,415 | $326.9K | 0.27% | +1,415 | New |
| Advisory Alpha, LLC | 1,410 | $325.8K | 0.02% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $323.0K | 0.06% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 1,393 | $321.8K | 0.04% | −75−5.1% | Reduced |
| Covenant Partners, LLC | 1,372 | $317.0K | 0.12% | +265+23.9% | Added |
| Legacy Wealth Asset Management, LLC | 1,321 | $305.2K | 0.11% | −17−1.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,311 | $303.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,308 | $302.2K | 0.01% | −120−8.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,303 | $301.0K | 0.06% | +1,303 | New |
| Values First Advisors, Inc. | 1,300 | $300.4K | 0.19% | −87−6.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,296 | $299.4K | 0.02% | +123+10.5% | Added |
| Comerica Securities,inc. | 1,295 | $299.2K | 0.02% | −101−7.2% | Reduced |
| Central Trust Co | 1,291 | $298.3K | 0.01% | −41−3.1% | Reduced |
| Lincoln National Corp | 1,277 | $295.1K | 0.01% | +88+7.4% | Added |
| United Capital Financial Advisers, LLC | 1,270 | $293.4K | 0.00% | +1,270 | New |
| Procyon Private Wealth Partners, LLC | 1,238 | $286.0K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 1,236 | $285.6K | 0.00% | −45−3.5% | Reduced |
| OneAscent Wealth Management LLC | 1,232 | $285.0K | 0.11% | +8+0.7% | Added |
| Kestra Private Wealth Services, LLC | 1,233 | $284.9K | 0.01% | +53+4.5% | Added |
| Private Advisor Group, LLC | 1,228 | $283.7K | 0.00% | +1,228 | New |
| Fort, L.P. | 1,216 | $280.9K | 0.73% | −781−39.1% | Reduced |
| YHB Investment Advisors, Inc. | 1,214 | $280.5K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,209 | $279.3K | 0.01% | +39+3.3% | Added |
| OneAscent Financial Services LLC | 1,190 | $275.0K | 0.11% | +17+1.4% | Added |
| Centerpoint Advisors, LLC | 1,186 | $274.0K | 0.12% | 00.0% | Unchanged |
| American Trust | 1,170 | $270.3K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,169 | $270.1K | 0.16% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,162 | $268.0K | 0.01% | −328−22.0% | Reduced |
| Argent Trust Co | 1,153 | $266.4K | 0.02% | +5+0.4% | Added |
| Kula Investments, LLC | 1,146 | $264.8K | 0.07% | +1,146 | New |
| Lakeview Capital Partners, LLC | 1,270 | $264.1K | 0.08% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,142 | $263.8K | 0.02% | +242+26.9% | Added |
| Oarsman Capital, Inc. | 1,132 | $261.5K | 0.12% | +1,132 | New |
| Brown Shipley& Co Ltd | 1,123 | $259.4K | 0.17% | +1,123 | New |
| Wealth Enhancement Advisory Services, LLC | 1,117 | $258.1K | 0.00% | −3,035−73.1% | Reduced |
| Veritable, L.P. | 1,096 | $253.2K | 0.00% | −9−0.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,095 | $253.0K | 0.00% | −2,637−70.7% | Reduced |
| Kestra Advisory Services, LLC | 1,040 | $240.4K | 0.00% | −891−46.1% | Reduced |
| Canandaigua National Bank & Trust Co | 1,036 | $239.0K | 0.04% | +1,036 | New |
| Raymond James Trust N.A. | 1,017 | $235.0K | 0.01% | −25−2.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,012 | $233.8K | 0.02% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,012 | $233.8K | 0.02% | −50−4.7% | Reduced |
| Wallace Advisory Group, LLC | 1,010 | $233.3K | 0.18% | −15−1.5% | Reduced |
| Qtron Investments LLC | 1,004 | $232.0K | 0.05% | −454−31.1% | Reduced |
| Bessemer Group Inc | 995 | $229.0K | 0.00% | +263+35.9% | Added |
| Wahed Invest LLC | 988 | $228.3K | 0.10% | +17+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 975 | $225.0K | 0.01% | −730−42.8% | Reduced |
| Park Place Capital Corp | 971 | $224.3K | 0.06% | −2−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 970 | $224.1K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,061 | $222.6K | 0.04% | −174−14.1% | Reduced |
| Horizon Investments, LLC | 963 | $222.5K | 0.01% | −1,718−64.1% | Reduced |
| Belpointe Asset Management LLC | 962 | $222.3K | 0.01% | +3+0.3% | Added |
| Hilltop Holdings Inc. | 952 | $219.9K | 0.03% | −9−0.9% | Reduced |
| Harvey Capital Management Inc | 950 | $219.5K | 0.09% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 937 | $216.5K | 0.03% | +937 | New |
| Squarepoint Ops LLC | 924 | $213.5K | 0.00% | −10,926−92.2% | Reduced |
| ING Groep NV | 916 | $211.6K | 0.00% | −7−0.8% | Reduced |
| 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 |
| Cigna Investments Inc | 906 | $209.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 901 | $208.2K | 0.07% | +469+108.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 888 | $205.2K | 0.03% | −11−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 879 | $203.1K | 0.00% | −12−1.3% | Reduced |
| PFG Investments, LLC | 875 | $202.2K | 0.04% | +875 | New |
| Moody National Bank Trust Division | 871 | $201.2K | 0.02% | +871 | New |
| Vantage Consulting Group Inc | 868 | $200.5K | 0.11% | +868 | New |
| Syntax Advisors, LLC | 868 | $200.5K | 0.15% | +868 | New |
| Cadent Capital Advisors, LLC | 867 | $200.3K | 0.12% | +867 | New |
| Desjardins Global Asset Management Inc. | 836 | $193.0K | 0.02% | +836 | New |
| Benjamin F. Edwards & Company, Inc. | 819 | $189.0K | 0.01% | +34+4.3% | Added |
| Global Retirement Partners, LLC | 872 | $183.3K | 0.01% | +614+238.0% | Added |
| Ronald Blue Trust, Inc. | 677 | $155.0K | 0.00% | −7−1.0% | Reduced |
| Ci Investments Inc. | 657 | $152.0K | 0.00% | −26−3.8% | Reduced |
| Godsey & Gibb Associates | 650 | $150.2K | 0.02% | +650 | New |
| Federation des caisses Desjardins du Quebec | 642 | $148.3K | 0.00% | −1,271−66.4% | Reduced |
| Umb Bank N A | 630 | $145.5K | 0.00% | −17−2.6% | Reduced |
| Natixis Investment Managers International | 627 | $144.9K | 0.01% | −338−35.0% | Reduced |
| Alta Advisers Ltd | 600 | $138.6K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 595 | $137.5K | 0.00% | +171+40.3% | Added |