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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 590 | $136.3K | 0.00% | +3+0.5% | Added |
| Fred Alger Management, LLC | 582 | $134.5K | 0.00% | +199+52.0% | Added |
| Huntington National Bank | 549 | $126.8K | 0.00% | +29+5.6% | Added |
| Pinebridge Investments, L.P. | 536 | $123.8K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 524 | $121.1K | 0.01% | +522+26,100.0% | Added |
| Quadrant Capital Group LLC | 512 | $118.3K | 0.01% | +6+1.2% | Added |
| Sentry Investment Management LLC | 499 | $115.0K | 0.05% | −901−64.4% | Reduced |
| First Horizon Advisors, Inc. | 495 | $114.4K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 473 | $109.3K | 0.17% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $95.4K | 0.06% | +413 | New |
| Quent Capital, LLC | 407 | $94.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $92.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 397 | $90.0K | 0.00% | −13,445−97.1% | Reduced |
| Eagle Bay Advisors LLC | 386 | $89.2K | 0.05% | −181−31.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 349 | $80.7K | 0.00% | +349 | New |
| Column Capital Advisors, LLC | 317 | $73.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 525 | $73.2K | 0.00% | −4−0.8% | Reduced |
| West Paces Advisors Inc. | 310 | $71.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 283 | $65.4K | 0.00% | +255+910.7% | Added |
| Covestor Ltd | 277 | $64.0K | 0.06% | +38+15.9% | Added |
| Smithfield Trust Co | 277 | $63.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $61.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 267 | $61.7K | 0.02% | 00.0% | Unchanged |
| Tobam | 257 | $59.0K | 0.00% | −225−46.7% | Reduced |
| Perritt Capital Management Inc | 250 | $57.8K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 245 | $56.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 243 | $56.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 223 | $51.5K | 0.00% | −23−9.3% | Reduced |
| Allworth Financial LP | 222 | $51.3K | 0.00% | +17+8.3% | Added |
| Lindbrook Capital, LLC | 187 | $43.2K | 0.01% | −5−2.6% | Reduced |
| TD Private Client Wealth LLC | 154 | $35.6K | 0.00% | −7−4.3% | Reduced |
| Lazard Asset Management LLC | 157 | $35.0K | 0.00% | −15,249−99.0% | Reduced |
| Whittier Trust Co | 151 | $34.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $34.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $34.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 148 | $34.0K | 0.01% | +72+94.7% | Added |
| Riverview Trust Co | 142 | $32.8K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 140 | $32.4K | 0.00% | +43+44.3% | Added |
| Bell Investment Advisors, Inc | 125 | $28.9K | 0.01% | +2+1.6% | Added |
| DT Investment Partners, LLC | 136 | $28.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 116 | $26.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 115 | $26.6K | 0.01% | −2−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 114 | $26.3K | 0.00% | +54+90.0% | Added |
| Harbour Investments, Inc. | 106 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $23.1K | 0.00% | +59+143.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 100 | $23.0K | 0.01% | −190−65.5% | Reduced |
| Harbor Investment Advisory, LLC | 92 | $21.3K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $20.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $19.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 82 | $18.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 75 | $17.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $17.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $16.2K | 0.00% | −22−23.9% | Reduced |
| City Holding Co | 70 | $16.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 66 | $15.2K | 0.00% | −2,062−96.9% | Reduced |
| Essex Investment Management Co LLC | 62 | $14.3K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 60 | $14.0K | 0.01% | −11−15.5% | Reduced |
| Vigilant Capital Management, LLC | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 59 | $13.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $13.4K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 56 | $12.9K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 54 | $12.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 54 | $12.5K | 0.01% | +46+575.0% | Added |
| SOA Wealth Advisors, LLC. | 51 | $11.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 45 | $10.4K | 0.00% | +5+12.5% | Added |
| TCI Wealth Advisors, Inc. | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 45 | $10.0K | 0.00% | +45 | New |
| Abound Wealth Management | 43 | $9.94K | 0.00% | +43 | New |
| BerganKDV Wealth Management, LLC | 42 | $9.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 41 | $9.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $9.46K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $9.24K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $9.01K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 39 | $9.01K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $8.55K | 0.01% | −3−7.5% | Reduced |
| JJJ Advisors Inc. | 38 | $8.34K | 0.00% | −17−30.9% | Reduced |
| JFS Wealth Advisors, LLC | 35 | $8.09K | 0.00% | +5+16.7% | Added |
| Colonial Trust Advisors | 35 | $8.09K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 33 | $7.00K | 0.00% | +19+135.7% | Added |
| Delta Asset Management LLC | 30 | $6.93K | 0.00% | −15−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $5.54K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $4.62K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $4.39K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17 | $3.93K | 0.00% | −170−90.9% | Reduced |
| Private Trust Co NA | 16 | $3.70K | 0.00% | −2−11.1% | Reduced |
| Ahrens Investment Partners LLC | 16 | $3.70K | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.23K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $3.00K | 0.00% | +2+18.2% | Added |
| SJS Investment Consulting Inc. | 12 | $2.77K | 0.00% | −1−7.7% | Reduced |
| MV Capital Management, Inc. | 9 | $2.08K | 0.00% | +5+125.0% | Added |
| Zions Bancorporation, N.A. | 9 | $2.08K | 0.00% | −17−65.4% | Reduced |
| Disciplined Investments, LLC | 9 | $2.08K | 0.00% | −2−18.2% | Reduced |
| Assetmark, Inc | 9 | $2.08K | 0.00% | 00.0% | Unchanged |