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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 984 | $211.8K | 0.04% | +69+7.5% | Added |
| Bessemer Group Inc | 966 | $208.0K | 0.00% | −29−2.9% | Reduced |
| Blueshift Asset Management, LLC | 963 | $207.3K | 0.08% | +963 | New |
| Balentine LLC | 936 | $201.5K | 0.01% | +936 | New |
| Ten Capital Wealth Advisors, LLC | 915 | $196.0K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 904 | $195.0K | 0.01% | +85+10.4% | Added |
| Park Place Capital Corp | 903 | $194.4K | 0.05% | −68−7.0% | Reduced |
| Ameritas Investment Partners, Inc. | 896 | $192.9K | 0.01% | −74−7.6% | Reduced |
| Global Retirement Partners, LLC | 872 | $187.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 865 | $184.0K | 0.00% | +468+117.9% | Added |
| Point72 Asset Management, L.P. | 834 | $179.5K | 0.00% | +834 | New |
| Kapitalo Investimentos Ltda | 781 | $168.1K | 0.03% | +781 | New |
| Ronald Blue Trust, Inc. | 651 | $150.0K | 0.00% | −26−3.8% | Reduced |
| Ci Investments Inc. | 676 | $146.0K | 0.00% | +19+2.9% | Added |
| Godsey & Gibb Associates | 650 | $139.9K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 631 | $135.8K | 0.00% | −11−1.7% | Reduced |
| V-Square Quantitative Management LLC | 625 | $134.5K | 0.10% | +625 | New |
| Parallel Advisors, LLC | 624 | $134.3K | 0.00% | +29+4.9% | Added |
| Umb Bank N A | 615 | $132.4K | 0.00% | −15−2.4% | Reduced |
| Alta Advisers Ltd | 600 | $129.2K | 0.07% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $129.2K | 0.00% | +600 | New |
| Natixis Investment Managers International | 590 | $127.0K | 0.01% | −37−5.9% | Reduced |
| State of Wyoming | 560 | $120.5K | 0.04% | −341−37.8% | Reduced |
| Huntington National Bank | 552 | $118.8K | 0.00% | +3+0.5% | Added |
| Signaturefd, LLC | 547 | $117.7K | 0.00% | −43−7.3% | Reduced |
| Quadrant Capital Group LLC | 499 | $107.4K | 0.01% | −13−2.5% | Reduced |
| Sentry Investment Management LLC | 499 | $107.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 495 | $106.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 491 | $105.7K | 0.00% | −800−62.0% | Reduced |
| Dougherty Wealth Advisers LLC | 473 | $101.8K | 0.14% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 423 | $91.1K | 0.01% | +140+49.5% | Added |
| Quent Capital, LLC | 407 | $87.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $86.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 400 | $86.1K | 0.00% | +400 | New |
| Fred Alger Management, LLC | 390 | $84.0K | 0.00% | −192−33.0% | Reduced |
| Eagle Bay Advisors LLC | 361 | $77.6K | 0.04% | −25−6.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 352 | $74.8K | 0.00% | +3+0.9% | Added |
| IFP Advisors, Inc | 522 | $72.8K | 0.00% | −3−0.6% | Reduced |
| Column Capital Advisors, LLC | 317 | $68.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 310 | $66.7K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 300 | $64.6K | 0.00% | −1,620−84.4% | Reduced |
| Your Advocates Ltd., LLP | 280 | $60.3K | 0.03% | +280 | New |
| Smithfield Trust Co | 277 | $60.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 267 | $57.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 267 | $57.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 258 | $56.0K | 0.04% | −19−6.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 259 | $55.8K | 0.00% | +16+6.6% | Added |
| Perritt Capital Management Inc | 250 | $53.8K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 224 | $48.2K | 0.00% | +1+0.4% | Added |
| Allworth Financial LP | 218 | $46.9K | 0.00% | −4−1.8% | Reduced |
| TD Private Client Wealth LLC | 200 | $43.1K | 0.00% | +46+29.9% | Added |
| Lindbrook Capital, LLC | 198 | $42.6K | 0.00% | +11+5.9% | Added |
| West Tower Group, LLC | 197 | $42.4K | 0.03% | +197 | New |
| Strengthening Families & Communities, LLC | 168 | $36.0K | 0.02% | +108+180.0% | Added |
| Simplex Trading, LLC | 169 | $36.0K | 0.00% | +169 | New |
| EverSource Wealth Advisors, LLC | 164 | $35.3K | 0.00% | +50+43.9% | Added |
| Whittier Trust Co | 151 | $32.5K | 0.00% | 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 |
| Riverview Trust Co | 142 | $30.6K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 136 | $30.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 133 | $28.7K | 0.00% | −7−5.0% | Reduced |
| Lazard Asset Management LLC | 132 | $28.0K | 0.00% | −25−15.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $26.9K | 0.00% | −120−49.0% | Reduced |
| CVA Family Office, LLC | 121 | $26.0K | 0.01% | +5+4.3% | Added |
| Parkside Financial Bank & Trust | 116 | $25.0K | 0.01% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 115 | $24.8K | 0.01% | −10−8.0% | Reduced |
| Massmutual Trust Co FSB | 113 | $24.3K | 0.00% | +13+13.0% | Added |
| Harvest Fund Management Co., Ltd | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $21.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $21.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 99 | $21.0K | 0.01% | −49−33.1% | Reduced |
| Fiduciary Alliance LLC | 95 | $20.4K | 0.00% | −12,950−99.3% | Reduced |
| Harbor Investment Advisory, LLC | 94 | $20.2K | 0.00% | +2+2.2% | Added |
| IMA Wealth, Inc. | 88 | $18.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $18.3K | 0.00% | 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 |
| Boyd Watterson Asset Management LLC | 75 | $16.1K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $15.9K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 70 | $15.1K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 62 | $13.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 62 | $13.3K | 0.00% | −8−11.4% | Reduced |
| Vigilant Capital Management, LLC | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 58 | $12.5K | 0.00% | +58 | New |
| Sutton Wealth Advisors Inc. | 56 | $12.1K | 0.01% | +2+3.7% | 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 |
| GWM Advisors LLC | 52 | $11.2K | 0.00% | +35+205.9% | Added |
| SOA Wealth Advisors, LLC. | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $9.26K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $9.26K | 0.00% | −2−4.4% | Reduced |
| Valley National Advisers Inc | 38 | $9.00K | 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 |
| 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 |
| Earnest Partners LLC | 39 | $8.39K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 39 | $8.39K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 38 | $8.18K | 0.00% | 00.0% | Unchanged |