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, Q2 2023
Institutional positions in Idex Corp as of Jun 30, 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
- 640
- +27 vs. Q1 2023
- Shares held
- 72.9M
- −969.6K (−1.3%) vs. Q1 2023
- Total value
- $15.7B
- −$1.35B (−7.9%) vs. Q1 2023
- New holders
- 79
- 216 more added
- Sold out
- 52
- 238 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 668 | $0 | 0.00% | +668 | New |
| Tfo-TDC, LLC | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $431 | 0.00% | −57−96.6% | Reduced |
| True Wealth Design, LLC | 2 | $431 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $431 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $431 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 4 | $861 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 4 | $862 | 0.00% | −1−20.0% | Reduced |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $1.07K | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.51K | 0.00% | −5−41.7% | Reduced |
| Disciplined Investments, LLC | 8 | $1.72K | 0.00% | −1−11.1% | Reduced |
| Concord Wealth Partners | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $1.94K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $1.94K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | −29−80.6% | Reduced |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| AdvisorNet Financial, Inc | 11 | $2.37K | 0.00% | −2−15.4% | Reduced |
| Zions Bancorporation, N.A. | 11 | $2.37K | 0.00% | +2+22.2% | Added |
| Gradient Investments LLC | 11 | $2.37K | 0.00% | +11 | New |
| Harbour Investments, Inc. | 13 | $2.80K | 0.00% | −93−87.7% | Reduced |
| WealthPLAN Partners, LLC | 13 | $2.80K | 0.00% | +13 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.01K | 0.00% | +5+55.6% | Added |
| Global Financial Private Client, LLC | 15 | $3.19K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $3.23K | 0.00% | −15−50.0% | Reduced |
| MV Capital Management, Inc. | 18 | $3.88K | 0.00% | +9+100.0% | Added |
| Red Tortoise LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $4.95K | 0.00% | −19−45.2% | Reduced |
| Hall Laurie J Trustee | 22 | $5.00K | 0.00% | −23−51.1% | Reduced |
| Front Row Advisors LLC | 23 | $5.00K | 0.00% | +23 | New |
| Marquette Asset Management, LLC | 27 | $5.81K | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 30 | $6.46K | 0.00% | +6+25.0% | Added |
| JFS Wealth Advisors, LLC | 31 | $6.67K | 0.00% | −4−11.4% | Reduced |
| Colonial Trust Advisors | 35 | $7.53K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 37 | $7.86K | 0.00% | +37 | New |
| JJJ Advisors Inc. | 38 | $8.18K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $8.39K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 39 | $8.39K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 40 | $8.61K | 0.00% | −16−28.6% | Reduced |
| Creative Financial Designs Inc | 40 | $8.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 41 | $8.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $8.83K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $9.26K | 0.00% | −2−4.4% | Reduced |
| Abound Wealth Management | 43 | $9.26K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 52 | $11.2K | 0.00% | +35+205.9% | Added |
| Webster Bank, N. A. | 54 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 56 | $12.1K | 0.01% | +2+3.7% | Added |
| Lee Financial Co | 58 | $12.5K | 0.00% | +58 | New |
| Vigilant Capital Management, LLC | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 62 | $13.3K | 0.00% | −8−11.4% | Reduced |
| Essex Investment Management Co LLC | 62 | $13.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 70 | $15.1K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $15.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 75 | $16.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $16.6K | 0.01% | +19+32.8% | Added |
| Private Trust Co NA | 77 | $16.6K | 0.00% | +61+381.3% | Added |
| Caldwell Trust Co | 85 | $18.3K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $18.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 94 | $20.2K | 0.00% | +2+2.2% | Added |
| Fiduciary Alliance LLC | 95 | $20.4K | 0.00% | −12,950−99.3% | Reduced |
| Clear Street Markets LLC | 99 | $21.0K | 0.01% | −49−33.1% | Reduced |
| Bangor Savings Bank | 100 | $21.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $21.5K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 113 | $24.3K | 0.00% | +13+13.0% | Added |
| Bell Investment Advisors, Inc | 115 | $24.8K | 0.01% | −10−8.0% | Reduced |
| Parkside Financial Bank & Trust | 116 | $25.0K | 0.01% | +1+0.9% | Added |
| CVA Family Office, LLC | 121 | $26.0K | 0.01% | +5+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $26.9K | 0.00% | −120−49.0% | Reduced |
| Lazard Asset Management LLC | 132 | $28.0K | 0.00% | −25−15.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 133 | $28.7K | 0.00% | −7−5.0% | Reduced |
| DT Investment Partners, LLC | 136 | $30.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 142 | $30.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $32.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $32.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 151 | $32.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 164 | $35.3K | 0.00% | +50+43.9% | Added |
| Strengthening Families & Communities, LLC | 168 | $36.0K | 0.02% | +108+180.0% | Added |
| Simplex Trading, LLC | 169 | $36.0K | 0.00% | +169 | New |
| West Tower Group, LLC | 197 | $42.4K | 0.03% | +197 | New |
| Lindbrook Capital, LLC | 198 | $42.6K | 0.00% | +11+5.9% | Added |
| TD Private Client Wealth LLC | 200 | $43.1K | 0.00% | +46+29.9% | Added |
| Allworth Financial LP | 218 | $46.9K | 0.00% | −4−1.8% | Reduced |
| Proequities, Inc. | 224 | $48.2K | 0.00% | +1+0.4% | Added |
| Perritt Capital Management Inc | 250 | $53.8K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 259 | $55.8K | 0.00% | +16+6.6% | Added |
| Covestor Ltd | 258 | $56.0K | 0.04% | −19−6.9% | Reduced |
| Anchor Investment Management, LLC | 267 | $57.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 267 | $57.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $60.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 280 | $60.3K | 0.03% | +280 | New |
| Federated Hermes, Inc. | 300 | $64.6K | 0.00% | −1,620−84.4% | Reduced |