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 |
|---|---|---|---|---|---|
| Cherry Tree Wealth Management, LLC | 37 | $7.86K | 0.00% | +37 | New |
| Colonial Trust Advisors | 35 | $7.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $6.67K | 0.00% | −4−11.4% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $6.46K | 0.00% | +6+25.0% | Added |
| Marquette Asset Management, LLC | 27 | $5.81K | 0.00% | +27 | New |
| Hall Laurie J Trustee | 22 | $5.00K | 0.00% | −23−51.1% | Reduced |
| Front Row Advisors LLC | 23 | $5.00K | 0.00% | +23 | New |
| BerganKDV Wealth Management, LLC | 23 | $4.95K | 0.00% | −19−45.2% | Reduced |
| Red Tortoise LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $3.88K | 0.00% | +9+100.0% | Added |
| Delta Asset Management LLC | 15 | $3.23K | 0.00% | −15−50.0% | Reduced |
| Global Financial Private Client, LLC | 15 | $3.19K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.01K | 0.00% | +5+55.6% | Added |
| Harbour Investments, Inc. | 13 | $2.80K | 0.00% | −93−87.7% | Reduced |
| WealthPLAN Partners, LLC | 13 | $2.80K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 11 | $2.37K | 0.00% | −2−15.4% | Reduced |
| Zions Bancorporation, N.A. | 11 | $2.37K | 0.00% | +2+22.2% | Added |
| Gradient Investments LLC | 11 | $2.37K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | −29−80.6% | Reduced |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| Assetmark, Inc | 9 | $1.94K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $1.94K | 0.00% | +9 | New |
| Disciplined Investments, LLC | 8 | $1.72K | 0.00% | −1−11.1% | Reduced |
| Concord Wealth Partners | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.51K | 0.00% | −5−41.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $1.07K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $862 | 0.00% | −1−20.0% | Reduced |
| Cornerstone Planning Group LLC | 4 | $861 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 2 | $431 | 0.00% | −57−96.6% | Reduced |
| True Wealth Design, LLC | 2 | $431 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $431 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $431 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 668 | $0 | 0.00% | +668 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −42,700−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −23,759−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −11,173−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −10,402−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −6,301−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −5,396−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −2,562−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,639−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Harvey Capital Management Inc | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Syntax Advisors, LLC | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Cooper Investors Pty Ltd | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |