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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 6,225 | $1.34M | 0.01% | +211+3.5% | Added |
| CenterBook Partners LP | 6,225 | $1.34M | 0.17% | +6,225 | New |
| Caxton Associates LP | 6,218 | $1.34M | 0.20% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,101 | $1.31M | 0.03% | −200−3.2% | Reduced |
| Kentucky Retirement Systems | 6,076 | $1.31M | 0.04% | +113+1.9% | Added |
| Vestcor Inc | 5,942 | $1.28M | 0.05% | 00.0% | Unchanged |
| American Century Companies Inc | 5,876 | $1.26M | 0.00% | +130+2.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,875 | $1.26M | 0.02% | +78+1.3% | Added |
| Maryland State Retirement & Pension System | 5,771 | $1.24M | 0.03% | −202−3.4% | Reduced |
| Metis Global Partners, LLC | 5,520 | $1.19M | 0.06% | +1,126+25.6% | Added |
| Silvercrest Asset Management Group LLC | 5,486 | $1.18M | 0.01% | +5,486 | New |
| Rafferty Asset Management, LLC | 5,457 | $1.17M | 0.01% | +543+11.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,400 | $1.16M | 0.02% | −250−4.4% | Reduced |
| Bartlett & Co. LLC | 5,400 | $1.16M | 0.02% | −250−4.4% | Reduced |
| Hartford Investment Management Co | 5,352 | $1.15M | 0.04% | −1,064−16.6% | Reduced |
| Everence Capital Management Inc | 5,730 | $1.14M | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,255 | $1.13M | 0.01% | −386−6.8% | Reduced |
| Diversified Trust Co | 5,177 | $1.11M | 0.04% | +520+11.2% | Added |
| Acadian Asset Management LLC | 5,136 | $1.10M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,101 | $1.10M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 5,017 | $1.08M | 0.00% | +713+16.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,988 | $1.07M | 0.01% | −193−3.7% | Reduced |
| JustInvest LLC | 4,935 | $1.06M | 0.03% | −412−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,893 | $1.05M | 0.02% | +332+7.3% | Added |
| Los Angeles Capital Management LLC | 4,888 | $1.05M | 0.00% | −22,473−82.1% | Reduced |
| Schechter Investment Advisors, LLC | 4,824 | $1.04M | 0.09% | +105+2.2% | Added |
| Peregrine Capital Management LLC | 4,793 | $1.03M | 0.03% | +791+19.8% | Added |
| Caisse de Depot Et Placement du Quebec | 4,700 | $1.01M | 0.00% | −1,700−26.6% | Reduced |
| Louisiana State Employees Retirement System | 4,700 | $1.01M | 0.02% | −200−4.1% | Reduced |
| North Star Investment Management Corp. | 4,686 | $1.01M | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,663 | $1.00M | 0.04% | −207−4.3% | Reduced |
| Toroso Investments, LLC | 4,542 | $978.0K | 0.03% | +220+5.1% | Added |
| Albert D Mason Inc | 4,516 | $972.0K | 0.67% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 4,436 | $954.9K | 0.21% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,406 | $948.4K | 0.09% | +756+20.7% | Added |
| Simmons Bank | 4,246 | $914.0K | 0.08% | +139+3.4% | Added |
| Gateway Investment Advisers LLC | 4,242 | $913.1K | 0.01% | −51−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 4,236 | $912.0K | 0.00% | −20.0% | Reduced |
| Quantamental Technologies LLC | 4,211 | $906.5K | 0.38% | +4,211 | New |
| Prudential PLC | 4,180 | $899.8K | 0.01% | −39−0.9% | Reduced |
| Bridgefront Capital, LLC | 4,171 | $897.8K | 0.49% | +1,501+56.2% | Added |
| Creative Planning | 4,168 | $897.2K | 0.00% | −154−3.6% | Reduced |
| Wealthfront Advisers LLC | 4,129 | $888.8K | 0.00% | −105−2.5% | Reduced |
| Kenfarb & Co. | 4,079 | $878.0K | 0.76% | −36−0.9% | Reduced |
| Machina Capital S.A.S. | 4,041 | $869.9K | 0.49% | +4,041 | New |
| Duncker Streett & Co Inc | 4,030 | $867.4K | 0.19% | +10.0% | Added |
| Mairs & Power Inc | 4,000 | $861.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 3,958 | $852.0K | 0.01% | −105−2.6% | Reduced |
| Marshall Financial Group LLC | 3,872 | $833.4K | 0.28% | +40+1.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,861 | $831.0K | 0.00% | −1,180−23.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $830.7K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,796 | $817.1K | 0.01% | −339−8.2% | Reduced |
| Glenmede Trust Co NA | 3,520 | $813.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,733 | $803.6K | 0.01% | +3,733 | New |
| New Mexico Educational Retirement Board | 3,700 | $796.0K | 0.03% | +200+5.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,693 | $795.0K | 0.08% | −149−3.9% | Reduced |
| Blair William & Co | 3,666 | $789.1K | 0.00% | +501+15.8% | Added |
| Sciencast Management LP | 3,725 | $786.0K | 0.64% | +3,725 | New |
| Sepio Capital, LP | 3,623 | $779.9K | 0.06% | −96−2.6% | Reduced |
| Edentree Asset Management Ltd | 3,595 | $773.9K | 0.27% | +3,595 | New |
| Virtus ETF Advisers LLC | 3,560 | $766.3K | 0.45% | −284−7.4% | Reduced |
| Rice Hall James & Associates, LLC | 3,546 | $763.3K | 0.04% | −3,364−48.7% | Reduced |
| Norinchukin Bank, The | 3,527 | $759.2K | 0.01% | −1,192−25.3% | Reduced |
| Advisor Partners II, LLC | 3,514 | $756.4K | 0.04% | −193−5.2% | Reduced |
| USA Financial Portformulas Corp | 3,483 | $749.8K | 1.15% | −748−17.7% | Reduced |
| Mirabella Financial Services LLP | 3,412 | $734.5K | 0.09% | +3,412 | New |
| Fagan Associates, Inc. | 3,410 | $734.0K | 0.18% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,400 | $731.9K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 3,387 | $729.1K | 0.00% | +34+1.0% | Added |
| Metropolitan Life Insurance Co | 3,294 | $709.1K | 0.03% | −79−2.3% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $693.4K | 0.07% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,200 | $688.8K | 0.00% | −83−2.5% | Reduced |
| Fox Run Management, L.L.C. | 3,198 | $688.4K | 0.19% | +3,198 | New |
| Stifel Financial Corp | 3,075 | $662.6K | 0.00% | −8,279−72.9% | Reduced |
| Ethic Inc. | 2,973 | $640.0K | 0.02% | −985−24.9% | Reduced |
| Ostrum Asset Management | 2,971 | $639.5K | 0.05% | +2+0.1% | Added |
| First Pacific Financial | 2,953 | $635.7K | 0.27% | +28+1.0% | Added |
| Nebula Research & Development LLC | 2,912 | $626.8K | 0.48% | +2,912 | New |
| Sandhill Capital Partners LLC | 2,907 | $625.8K | 0.06% | 00.0% | Unchanged |
| APG Asset Management N.V. | 3,161 | $623.7K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,873 | $618.4K | 0.26% | −417−12.7% | Reduced |
| Apollon Wealth Management, LLC | 2,860 | $615.7K | 0.03% | +548+23.7% | Added |
| Ontario Teachers Pension Plan Board | 2,828 | $608.8K | 0.01% | +34+1.2% | Added |
| Old National Bancorp | 2,799 | $602.5K | 0.02% | −538−16.1% | Reduced |
| Mercer Global Advisors Inc | 2,781 | $599.0K | 0.00% | −1,595−36.4% | Reduced |
| Seven Eight Capital, LP | 2,732 | $588.1K | 0.10% | +1,210+79.5% | Added |
| Wetherby Asset Management Inc | 2,727 | $587.0K | 0.03% | +435+19.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,713 | $584.0K | 0.04% | +29+1.1% | Added |
| DB Fitzpatrick & Co, Inc | 2,710 | $583.4K | 0.62% | −129−4.5% | Reduced |
| 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 |
| Banque Cantonale Vaudoise | 2,700 | $581.0K | 0.03% | 00.0% | Unchanged |
| Unigestion Holding SA | 2,680 | $572.3K | 0.03% | −299−10.0% | Reduced |
| First Manhattan Co | 2,653 | $571.1K | 0.00% | −1,825−40.8% | Reduced |
| Boston Private Wealth LLC | 2,627 | $565.5K | 0.01% | −6,950−72.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,627 | $565.5K | 0.01% | −781−22.9% | Reduced |
| Desjardins Global Asset Management Inc. | 2,537 | $546.1K | 0.06% | +1,701+203.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,500 | $538.1K | 0.06% | +17+0.7% | Added |
| Vident Investment Advisory, LLC | 2,443 | $525.9K | 0.02% | +15+0.6% | Added |
| MQS Management LLC | 2,438 | $524.8K | 0.36% | +2,438 | New |