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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 310 | $66.7K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 317 | $68.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 522 | $72.8K | 0.00% | −3−0.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 352 | $74.8K | 0.00% | +3+0.9% | Added |
| Eagle Bay Advisors LLC | 361 | $77.6K | 0.04% | −25−6.5% | Reduced |
| Fred Alger Management, LLC | 390 | $84.0K | 0.00% | −192−33.0% | Reduced |
| Hollencrest Capital Management | 400 | $86.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 400 | $86.1K | 0.00% | +400 | New |
| Quent Capital, LLC | 407 | $87.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 423 | $91.1K | 0.01% | +140+49.5% | Added |
| Dougherty Wealth Advisers LLC | 473 | $101.8K | 0.14% | 00.0% | Unchanged |
| Central Trust Co | 491 | $105.7K | 0.00% | −800−62.0% | Reduced |
| First Horizon Advisors, Inc. | 495 | $106.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 499 | $107.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 499 | $107.4K | 0.01% | −13−2.5% | Reduced |
| Signaturefd, LLC | 547 | $117.7K | 0.00% | −43−7.3% | Reduced |
| Huntington National Bank | 552 | $118.8K | 0.00% | +3+0.5% | Added |
| State of Wyoming | 560 | $120.5K | 0.04% | −341−37.8% | Reduced |
| Natixis Investment Managers International | 590 | $127.0K | 0.01% | −37−5.9% | Reduced |
| Alta Advisers Ltd | 600 | $129.2K | 0.07% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $129.2K | 0.00% | +600 | New |
| Umb Bank N A | 615 | $132.4K | 0.00% | −15−2.4% | Reduced |
| Parallel Advisors, LLC | 624 | $134.3K | 0.00% | +29+4.9% | Added |
| V-Square Quantitative Management LLC | 625 | $134.5K | 0.10% | +625 | New |
| Federation des caisses Desjardins du Quebec | 631 | $135.8K | 0.00% | −11−1.7% | Reduced |
| Godsey & Gibb Associates | 650 | $139.9K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 676 | $146.0K | 0.00% | +19+2.9% | Added |
| Ronald Blue Trust, Inc. | 651 | $150.0K | 0.00% | −26−3.8% | Reduced |
| Kapitalo Investimentos Ltda | 781 | $168.1K | 0.03% | +781 | New |
| Point72 Asset Management, L.P. | 834 | $179.5K | 0.00% | +834 | New |
| Penserra Capital Management LLC | 865 | $184.0K | 0.00% | +468+117.9% | Added |
| Global Retirement Partners, LLC | 872 | $187.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 896 | $192.9K | 0.01% | −74−7.6% | Reduced |
| Park Place Capital Corp | 903 | $194.4K | 0.05% | −68−7.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 904 | $195.0K | 0.01% | +85+10.4% | Added |
| Ten Capital Wealth Advisors, LLC | 915 | $196.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 936 | $201.5K | 0.01% | +936 | New |
| Blueshift Asset Management, LLC | 963 | $207.3K | 0.08% | +963 | New |
| Bessemer Group Inc | 966 | $208.0K | 0.00% | −29−2.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 984 | $211.8K | 0.04% | +69+7.5% | Added |
| Virtue Capital Management, LLC | 1,019 | $214.9K | 0.04% | −42−4.0% | Reduced |
| Paradigm Asset Management Co LLC | 1,000 | $215.3K | 0.06% | +1,000 | New |
| Canandaigua National Bank & Trust Co | 1,009 | $217.2K | 0.04% | −27−2.6% | Reduced |
| Grandfield & Dodd, LLC | 1,012 | $217.8K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,012 | $217.8K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,012 | $217.9K | 0.00% | −296−22.6% | Reduced |
| Veritable, L.P. | 1,022 | $220.0K | 0.00% | −74−6.8% | Reduced |
| Horizon Investments, LLC | 1,048 | $224.9K | 0.01% | +85+8.8% | Added |
| Qsemble Capital Management, LP | 1,050 | $226.0K | 0.16% | +1,050 | New |
| Wallace Advisory Group, LLC | 1,010 | $233.3K | 0.18% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,091 | $234.8K | 0.10% | −41−3.6% | Reduced |
| Wahed Invest LLC | 1,093 | $235.3K | 0.08% | +105+10.6% | Added |
| Greenleaf Trust | 1,099 | $236.6K | 0.00% | −137−11.1% | Reduced |
| FSM Wealth Advisors, LLC | 1,096 | $237.2K | 0.12% | −73−6.2% | Reduced |
| Connecticut Wealth Management, LLC | 1,142 | $245.8K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,203 | $252.1K | 0.03% | −336−21.8% | Reduced |
| Raymond James Trust N.A. | 1,175 | $253.0K | 0.01% | +158+15.5% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,183 | $254.7K | 0.07% | +1,183 | New |
| Centerpoint Advisors, LLC | 1,186 | $255.0K | 0.10% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,192 | $256.6K | 0.09% | −180−13.1% | Reduced |
| GTS Securities LLC | 1,192 | $256.6K | 0.01% | +1,192 | New |
| Argent Trust Co | 1,193 | $256.8K | 0.01% | +40+3.5% | Added |
| Boulder Hill Capital Management LP | 1,200 | $258.3K | 0.50% | +1,200 | New |
| YHB Investment Advisors, Inc. | 1,214 | $261.3K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,222 | $263.1K | 0.00% | −6−0.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,236 | $266.1K | 0.03% | −2−0.2% | Reduced |
| Comerica Securities,inc. | 1,239 | $266.7K | 0.02% | −56−4.3% | Reduced |
| United Capital Financial Advisers, LLC | 1,252 | $269.5K | 0.00% | −18−1.4% | Reduced |
| NinePointTwo Capital | 1,268 | $272.0K | 0.11% | +1,268 | New |
| Lakeview Capital Partners, LLC | 1,270 | $273.4K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,285 | $276.6K | 0.01% | +76+6.3% | Added |
| OneAscent Financial Services LLC | 1,288 | $277.0K | 0.12% | +98+8.2% | Added |
| Tokio Marine Asset Management Co Ltd | 1,296 | $279.0K | 0.02% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,311 | $282.3K | 0.04% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,313 | $283.0K | 0.13% | +81+6.6% | Added |
| Kestra Private Wealth Services, LLC | 1,335 | $287.4K | 0.01% | +102+8.3% | Added |
| Pathstone Family Office, LLC | 1,415 | $288.6K | 0.00% | −246−14.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,353 | $291.2K | 0.10% | +32+2.4% | Added |
| Values First Advisors, Inc. | 1,360 | $292.8K | 0.18% | +60+4.6% | Added |
| Walleye Trading LLC | 1,378 | $296.6K | 0.02% | +1,378 | New |
| Kinneret Advisory, LLC | 1,393 | $299.9K | 0.04% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $301.0K | 0.05% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $303.5K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,437 | $309.3K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,437 | $309.3K | 0.01% | −114−7.4% | Reduced |
| Bleakley Financial Group, LLC | 1,439 | $309.8K | 0.01% | −92−6.0% | Reduced |
| Alps Advisors Inc | 1,446 | $311.3K | 0.00% | +10+0.7% | Added |
| Lincoln National Corp | 1,460 | $314.2K | 0.01% | +183+14.3% | Added |
| Keebeck Alpha, LP | 1,474 | $317.3K | 0.31% | +1,474 | New |
| Hennion & Walsh Asset Management, Inc. | 1,481 | $319.0K | 0.02% | −57−3.7% | Reduced |
| PEAK6 Investments LLC | 1,491 | $321.0K | 0.03% | +967+184.5% | Added |
| FDx Advisors, Inc. | 1,490 | $321.0K | 0.02% | −1,120−42.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,495 | $321.8K | 0.03% | +58+4.0% | Added |
| Prelude Capital Management, LLC | 1,542 | $331.9K | 0.03% | +87+6.0% | Added |
| Phoenix Holdings Ltd. | 1,574 | $335.4K | 0.01% | −24−1.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,562 | $336.2K | 0.12% | −19−1.2% | Reduced |
| Nilsine Partners, LLC | 1,570 | $338.0K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,610 | $342.5K | 0.00% | +98+6.5% | Added |
| Estabrook Capital Management | 1,600 | $344.4K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 1,602 | $344.8K | 0.09% | +50+3.2% | Added |