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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 640 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ2 2023: $15.7B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2023.

Institutions holding IEX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Achmea Investment Management B.V.2,388$514.0K0.01%00.0%Unchanged
Burney Co2,385$513.4K0.02%−35−1.4%Reduced
Northwestern Mutual Investment Management Company, LLC2,383$513.0K0.01%+12+0.5%Added
Teza Capital Management LLC2,374$511.0K0.08%+2,374New
DFPG Investments, LLC2,413$509.6K0.05%+172+7.7%Added
We Are One Seven, LLC2,363$508.7K0.05%−173−6.8%Reduced
Neo Ivy Capital Management2,358$508.0K0.27%+2,358New
Banco Bilbao Vizcaya Argentaria, S.A.2,354$506.7K0.01%+53+2.3%Added
Guinness Asset Management LTD2,295$493.9K0.01%00.0%Unchanged
Portside Wealth Group, LLC2,268$488.2K0.09%+2,268New
Wealth Enhancement Advisory Services, LLC2,267$488.0K0.01%+1,150+103.0%Added
Ossiam2,250$484.3K0.01%−2,105−48.3%Reduced
Beck Mack & Oliver LLC2,250$484.3K0.01%00.0%Unchanged
Pekin Hardy Strauss, Inc.2,250$484.3K0.08%00.0%Unchanged
Empirical Finance, LLC2,224$478.7K0.04%+267+13.6%Added
Voya Financial Advisors, Inc.2,231$476.4K0.06%−71−3.1%Reduced
HBK Sorce Advisory LLC2,174$468.1K0.02%−22−1.0%Reduced
Alberta Investment Management Corp2,161$465.2K0.00%+161+8.1%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,161$465.2K0.03%−235−9.8%Reduced
Petrus Trust Company, LTA2,138$460.2K0.05%+2,138New
SRB Corp2,098$451.6K0.03%+2,098New
Cetera Investment Advisers2,088$449.6K0.00%−2,073−49.8%Reduced
Brown Shipley& Co Ltd2,071$445.8K0.18%+948+84.4%Added
O'Shaughnessy Asset Management, LLC2,066$444.7K0.01%−556−21.2%Reduced
Welch Group, LLC2,000$430.5K0.02%00.0%Unchanged
Kestra Advisory Services, LLC1,980$426.2K0.00%+940+90.4%Added
Segall Bryant & Hamill, LLC1,927$414.8K0.00%−23,000−92.3%Reduced
Y-Intercept (Hong Kong) Ltd1,911$411.4K0.04%+1,911New
Dearborn Partners LLC1,903$409.6K0.02%+1+0.1%Added
Sherbrooke Park Advisers LLC1,900$409.0K0.21%+1,900New
Kepos Capital LP1,892$407.0K0.07%+1,892New
Heartland Bank & Trust Co1,886$406.0K0.32%−169−8.2%Reduced
Gotham Asset Management, LLC1,839$395.9K0.01%−2,071−53.0%Reduced
Studio Investment Management LLC1,818$391.3K0.11%−41−2.2%Reduced
Sonen Capital LLC1,741$374.8K0.62%+1,741New
Atria Wealth Solutions, Inc.1,716$369.3K0.01%−86−4.8%Reduced
Arthur M. Cohen & Associates, LLC1,700$365.9K0.09%00.0%Unchanged
Stock Yards Bank & Trust Co1,681$361.9K0.01%+13+0.8%Added
Fifth Third Bancorp1,669$359.3K0.00%−91−5.2%Reduced
CWM, LLC1,667$359.0K0.00%+38+2.3%Added
Cooper Financial Group1,602$344.8K0.09%+50+3.2%Added
Estabrook Capital Management1,600$344.4K0.06%00.0%Unchanged
TD Waterhouse Canada Inc.1,610$342.5K0.00%+98+6.5%Added
Nilsine Partners, LLC1,570$338.0K0.05%00.0%Unchanged
Alliance Wealth Advisors, LLC1,562$336.2K0.12%−19−1.2%Reduced
Phoenix Holdings Ltd.1,574$335.4K0.01%−24−1.5%Reduced
Prelude Capital Management, LLC1,542$331.9K0.03%+87+6.0%Added
Checchi Capital Advisers, LLC1,495$321.8K0.03%+58+4.0%Added
FDx Advisors, Inc.1,490$321.0K0.02%−1,120−42.9%Reduced
PEAK6 Investments LLC1,491$321.0K0.03%+967+184.5%Added
Hennion & Walsh Asset Management, Inc.1,481$319.0K0.02%−57−3.7%Reduced
Keebeck Alpha, LP1,474$317.3K0.31%+1,474New
Lincoln National Corp1,460$314.2K0.01%+183+14.3%Added
Alps Advisors Inc1,446$311.3K0.00%+10+0.7%Added
Bleakley Financial Group, LLC1,439$309.8K0.01%−92−6.0%Reduced
Sawtooth Solutions, LLC1,437$309.3K0.01%−114−7.4%Reduced
RMR Wealth Builders1,437$309.3K0.05%00.0%Unchanged
Advisory Alpha, LLC1,410$303.5K0.02%00.0%Unchanged
Wallington Asset Management, LLC1,400$301.0K0.05%00.0%Unchanged
Kinneret Advisory, LLC1,393$299.9K0.04%00.0%Unchanged
Walleye Trading LLC1,378$296.6K0.02%+1,378New
Values First Advisors, Inc.1,360$292.8K0.18%+60+4.6%Added
Legacy Wealth Asset Management, LLC1,353$291.2K0.10%+32+2.4%Added
Pathstone Family Office, LLC1,415$288.6K0.00%−246−14.8%Reduced
Kestra Private Wealth Services, LLC1,335$287.4K0.01%+102+8.3%Added
OneAscent Wealth Management LLC1,313$283.0K0.13%+81+6.6%Added
Marble Harbor Investment Counsel, LLC1,311$282.3K0.04%00.0%Unchanged
Tokio Marine Asset Management Co Ltd1,296$279.0K0.02%00.0%Unchanged
OneAscent Financial Services LLC1,288$277.0K0.12%+98+8.2%Added
Vestmark Advisory Solutions, Inc.1,285$276.6K0.01%+76+6.3%Added
Lakeview Capital Partners, LLC1,270$273.4K0.05%00.0%Unchanged
NinePointTwo Capital1,268$272.0K0.11%+1,268New
United Capital Financial Advisers, LLC1,252$269.5K0.00%−18−1.4%Reduced
Comerica Securities,inc.1,239$266.7K0.02%−56−4.3%Reduced
Procyon Private Wealth Partners, LLC1,236$266.1K0.03%−2−0.2%Reduced
Private Advisor Group, LLC1,222$263.1K0.00%−6−0.5%Reduced
YHB Investment Advisors, Inc.1,214$261.3K0.02%00.0%Unchanged
Boulder Hill Capital Management LP1,200$258.3K0.50%+1,200New
Argent Trust Co1,193$256.8K0.01%+40+3.5%Added
Covenant Partners, LLC1,192$256.6K0.09%−180−13.1%Reduced
GTS Securities LLC1,192$256.6K0.01%+1,192New
Centerpoint Advisors, LLC1,186$255.0K0.10%00.0%Unchanged
Jacobson & Schmitt Advisors, LLC1,183$254.7K0.07%+1,183New
Raymond James Trust N.A.1,175$253.0K0.01%+158+15.5%Added
Wedmont Private Capital1,203$252.1K0.03%−336−21.8%Reduced
Connecticut Wealth Management, LLC1,142$245.8K0.02%00.0%Unchanged
FSM Wealth Advisors, LLC1,096$237.2K0.12%−73−6.2%Reduced
Greenleaf Trust1,099$236.6K0.00%−137−11.1%Reduced
Wahed Invest LLC1,093$235.3K0.08%+105+10.6%Added
Oarsman Capital, Inc.1,091$234.8K0.10%−41−3.6%Reduced
Wallace Advisory Group, LLC1,010$233.3K0.18%00.0%Unchanged
Qsemble Capital Management, LP1,050$226.0K0.16%+1,050New
Horizon Investments, LLC1,048$224.9K0.01%+85+8.8%Added
Veritable, L.P.1,022$220.0K0.00%−74−6.8%Reduced
Ieq Capital, LLC1,012$217.9K0.00%−296−22.6%Reduced
Cobblestone Capital Advisors LLC1,012$217.8K0.02%00.0%Unchanged
Grandfield & Dodd, LLC1,012$217.8K0.02%00.0%Unchanged
Canandaigua National Bank & Trust Co1,009$217.2K0.04%−27−2.6%Reduced
Paradigm Asset Management Co LLC1,000$215.3K0.06%+1,000New
Virtue Capital Management, LLC1,019$214.9K0.04%−42−4.0%Reduced