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 |
|---|---|---|---|---|---|
| CWM, LLC | 1,667 | $359.0K | 0.00% | +38+2.3% | Added |
| Fifth Third Bancorp | 1,669 | $359.3K | 0.00% | −91−5.2% | Reduced |
| Stock Yards Bank & Trust Co | 1,681 | $361.9K | 0.01% | +13+0.8% | Added |
| Arthur M. Cohen & Associates, LLC | 1,700 | $365.9K | 0.09% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,716 | $369.3K | 0.01% | −86−4.8% | Reduced |
| Sonen Capital LLC | 1,741 | $374.8K | 0.62% | +1,741 | New |
| Studio Investment Management LLC | 1,818 | $391.3K | 0.11% | −41−2.2% | Reduced |
| Gotham Asset Management, LLC | 1,839 | $395.9K | 0.01% | −2,071−53.0% | Reduced |
| Heartland Bank & Trust Co | 1,886 | $406.0K | 0.32% | −169−8.2% | Reduced |
| Kepos Capital LP | 1,892 | $407.0K | 0.07% | +1,892 | New |
| Sherbrooke Park Advisers LLC | 1,900 | $409.0K | 0.21% | +1,900 | New |
| Dearborn Partners LLC | 1,903 | $409.6K | 0.02% | +1+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,911 | $411.4K | 0.04% | +1,911 | New |
| Segall Bryant & Hamill, LLC | 1,927 | $414.8K | 0.00% | −23,000−92.3% | Reduced |
| Kestra Advisory Services, LLC | 1,980 | $426.2K | 0.00% | +940+90.4% | Added |
| Welch Group, LLC | 2,000 | $430.5K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,066 | $444.7K | 0.01% | −556−21.2% | Reduced |
| Brown Shipley& Co Ltd | 2,071 | $445.8K | 0.18% | +948+84.4% | Added |
| Cetera Investment Advisers | 2,088 | $449.6K | 0.00% | −2,073−49.8% | Reduced |
| SRB Corp | 2,098 | $451.6K | 0.03% | +2,098 | New |
| Petrus Trust Company, LTA | 2,138 | $460.2K | 0.05% | +2,138 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,161 | $465.2K | 0.03% | −235−9.8% | Reduced |
| Alberta Investment Management Corp | 2,161 | $465.2K | 0.00% | +161+8.1% | Added |
| HBK Sorce Advisory LLC | 2,174 | $468.1K | 0.02% | −22−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 2,231 | $476.4K | 0.06% | −71−3.1% | Reduced |
| Empirical Finance, LLC | 2,224 | $478.7K | 0.04% | +267+13.6% | Added |
| Ossiam | 2,250 | $484.3K | 0.01% | −2,105−48.3% | Reduced |
| Beck Mack & Oliver LLC | 2,250 | $484.3K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $484.3K | 0.08% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,267 | $488.0K | 0.01% | +1,150+103.0% | Added |
| Portside Wealth Group, LLC | 2,268 | $488.2K | 0.09% | +2,268 | New |
| Guinness Asset Management LTD | 2,295 | $493.9K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,354 | $506.7K | 0.01% | +53+2.3% | Added |
| Neo Ivy Capital Management | 2,358 | $508.0K | 0.27% | +2,358 | New |
| We Are One Seven, LLC | 2,363 | $508.7K | 0.05% | −173−6.8% | Reduced |
| DFPG Investments, LLC | 2,413 | $509.6K | 0.05% | +172+7.7% | Added |
| Teza Capital Management LLC | 2,374 | $511.0K | 0.08% | +2,374 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,383 | $513.0K | 0.01% | +12+0.5% | Added |
| Burney Co | 2,385 | $513.4K | 0.02% | −35−1.4% | Reduced |
| Achmea Investment Management B.V. | 2,388 | $514.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 2,438 | $524.8K | 0.36% | +2,438 | New |
| Vident Investment Advisory, LLC | 2,443 | $525.9K | 0.02% | +15+0.6% | Added |
| Baker Tilly Wealth Management, LLC | 2,500 | $538.1K | 0.06% | +17+0.7% | Added |
| Desjardins Global Asset Management Inc. | 2,537 | $546.1K | 0.06% | +1,701+203.5% | Added |
| Cullen/Frost Bankers, Inc. | 2,627 | $565.5K | 0.01% | −781−22.9% | Reduced |
| Boston Private Wealth LLC | 2,627 | $565.5K | 0.01% | −6,950−72.6% | Reduced |
| First Manhattan Co | 2,653 | $571.1K | 0.00% | −1,825−40.8% | Reduced |
| Unigestion Holding SA | 2,680 | $572.3K | 0.03% | −299−10.0% | Reduced |
| Banque Cantonale Vaudoise | 2,700 | $581.0K | 0.03% | 00.0% | Unchanged |
| Hikari Power Ltd | 2,710 | $583.0K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,707 | $583.0K | 0.03% | +85+3.2% | Added |
| DB Fitzpatrick & Co, Inc | 2,710 | $583.4K | 0.62% | −129−4.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,713 | $584.0K | 0.04% | +29+1.1% | Added |
| Wetherby Asset Management Inc | 2,727 | $587.0K | 0.03% | +435+19.0% | Added |
| Seven Eight Capital, LP | 2,732 | $588.1K | 0.10% | +1,210+79.5% | Added |
| Mercer Global Advisors Inc | 2,781 | $599.0K | 0.00% | −1,595−36.4% | Reduced |
| Old National Bancorp | 2,799 | $602.5K | 0.02% | −538−16.1% | Reduced |
| Ontario Teachers Pension Plan Board | 2,828 | $608.8K | 0.01% | +34+1.2% | Added |
| Apollon Wealth Management, LLC | 2,860 | $615.7K | 0.03% | +548+23.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,873 | $618.4K | 0.26% | −417−12.7% | Reduced |
| APG Asset Management N.V. | 3,161 | $623.7K | 0.00% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 2,907 | $625.8K | 0.06% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,912 | $626.8K | 0.48% | +2,912 | New |
| First Pacific Financial | 2,953 | $635.7K | 0.27% | +28+1.0% | Added |
| Ostrum Asset Management | 2,971 | $639.5K | 0.05% | +2+0.1% | Added |
| Ethic Inc. | 2,973 | $640.0K | 0.02% | −985−24.9% | Reduced |
| Stifel Financial Corp | 3,075 | $662.6K | 0.00% | −8,279−72.9% | Reduced |
| Fox Run Management, L.L.C. | 3,198 | $688.4K | 0.19% | +3,198 | New |
| Bahl & Gaynor Inc | 3,200 | $688.8K | 0.00% | −83−2.5% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $693.4K | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,294 | $709.1K | 0.03% | −79−2.3% | Reduced |
| Keybank National Association | 3,387 | $729.1K | 0.00% | +34+1.0% | Added |
| E. Ohman J:or Asset Management AB | 3,400 | $731.9K | 0.03% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 3,410 | $734.0K | 0.18% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,412 | $734.5K | 0.09% | +3,412 | New |
| USA Financial Portformulas Corp | 3,483 | $749.8K | 1.15% | −748−17.7% | Reduced |
| Advisor Partners II, LLC | 3,514 | $756.4K | 0.04% | −193−5.2% | Reduced |
| Norinchukin Bank, The | 3,527 | $759.2K | 0.01% | −1,192−25.3% | Reduced |
| Rice Hall James & Associates, LLC | 3,546 | $763.3K | 0.04% | −3,364−48.7% | Reduced |
| Virtus ETF Advisers LLC | 3,560 | $766.3K | 0.45% | −284−7.4% | Reduced |
| Edentree Asset Management Ltd | 3,595 | $773.9K | 0.27% | +3,595 | New |
| Sepio Capital, LP | 3,623 | $779.9K | 0.06% | −96−2.6% | Reduced |
| Sciencast Management LP | 3,725 | $786.0K | 0.64% | +3,725 | New |
| Blair William & Co | 3,666 | $789.1K | 0.00% | +501+15.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,693 | $795.0K | 0.08% | −149−3.9% | Reduced |
| New Mexico Educational Retirement Board | 3,700 | $796.0K | 0.03% | +200+5.7% | Added |
| Cresset Asset Management, LLC | 3,733 | $803.6K | 0.01% | +3,733 | New |
| Glenmede Trust Co NA | 3,520 | $813.2K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,796 | $817.1K | 0.01% | −339−8.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $830.7K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,861 | $831.0K | 0.00% | −1,180−23.4% | Reduced |
| Marshall Financial Group LLC | 3,872 | $833.4K | 0.28% | +40+1.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 3,958 | $852.0K | 0.01% | −105−2.6% | Reduced |
| Mairs & Power Inc | 4,000 | $861.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,030 | $867.4K | 0.19% | +10.0% | Added |
| Machina Capital S.A.S. | 4,041 | $869.9K | 0.49% | +4,041 | New |
| Kenfarb & Co. | 4,079 | $878.0K | 0.76% | −36−0.9% | Reduced |
| Wealthfront Advisers LLC | 4,129 | $888.8K | 0.00% | −105−2.5% | Reduced |
| Creative Planning | 4,168 | $897.2K | 0.00% | −154−3.6% | Reduced |
| Bridgefront Capital, LLC | 4,171 | $897.8K | 0.49% | +1,501+56.2% | Added |