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, Q3 2023
Institutional positions in Idex Corp as of Sep 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
- 620
- −16 vs. Q2 2023
- Shares held
- 74.3M
- +3.06M (+4.3%) vs. Q2 2023
- Total value
- $15.5B
- +$119.1M (+0.8%) vs. Q2 2023
- New holders
- 51
- 209 more added
- Sold out
- 67
- 245 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,194,509 | $1.91B | 0.05% | −161,176−1.7% | Reduced |
| Price T Rowe Associates Inc | 6,575,934 | $1.37B | 0.20% | +3,601,963+121.1% | Added |
| BlackRock Inc. | 5,964,424 | $1.24B | 0.04% | +1,7740.0% | Added |
| State Street Corp | 2,952,559 | $614.2M | 0.03% | −41,201−1.4% | Reduced |
| Morgan Stanley | 2,254,193 | $468.9M | 0.05% | −60,765−2.6% | Reduced |
| Wellington Management Group LLP | 2,231,279 | $464.2M | 0.09% | −144,701−6.1% | Reduced |
| Impax Asset Management Group plc | 2,106,239 | $438.1M | 1.96% | −1,261−0.1% | Reduced |
| Pictet Asset Management Holding SA | 1,824,377 | $379.5M | 0.47% | +1,824,377 | New |
| Geode Capital Management, LLC | 1,716,592 | $356.3M | 0.04% | +36,198+2.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,674,062 | $348.2M | 0.25% | −147,551−8.1% | Reduced |
| Brown Advisory Inc | 1,475,615 | $307.0M | 0.50% | −275,724−15.7% | Reduced |
| Alliancebernstein L.P. | 1,258,350 | $261.8M | 0.11% | −514,179−29.0% | Reduced |
| Amundi | 1,282,493 | $261.3M | 0.13% | +262,970+25.8% | Added |
| Barclays PLC | 1,143,583 | $237.9M | 0.15% | +36,928+3.3% | Added |
| Champlain Investment Partners, LLC | 1,142,816 | $237.7M | 1.54% | +73,820+6.9% | Added |
| JPMorgan Chase & Co | 1,057,108 | $219.9M | 0.03% | −50,119−4.5% | Reduced |
| Invesco Ltd. | 1,020,569 | $212.3M | 0.06% | −366,841−26.4% | Reduced |
| Norges Bank | 934,884 | $194.5M | 0.04% | +55,540+6.3% | Added |
| Balyasny Asset Management LLC | 800,694 | $166.6M | 0.47% | +686,364+600.3% | Added |
| Northern Trust Corp | 785,716 | $163.4M | 0.03% | +45,120+6.1% | Added |
| Fenimore Asset Management Inc | 773,412 | $160.9M | 4.18% | +29,258+3.9% | Added |
| King Luther Capital Management Corp | 642,379 | $133.6M | 0.69% | +1,053+0.2% | Added |
| FMR LLC | 640,634 | $133.3M | 0.01% | −298,500−31.8% | Reduced |
| Massachusetts Financial Services Co | 607,036 | $126.3M | 0.04% | −511,408−45.7% | Reduced |
| Charles Schwab Investment Management Inc | 593,542 | $123.5M | 0.04% | +7,559+1.3% | Added |
| Bank of New York Mellon Corp | 585,572 | $121.8M | 0.03% | −16,939−2.8% | Reduced |
| Legal & General Group Plc | 557,978 | $116.1M | 0.04% | −21,524−3.7% | Reduced |
| Congress Asset Management Co | 543,101 | $113.0M | 1.00% | +3,304+0.6% | Added |
| Bank of America Corp | 497,139 | $103.4M | 0.01% | −29,154−5.5% | Reduced |
| Snyder Capital Management L P | 474,183 | $98.6M | 2.23% | −9,719−2.0% | Reduced |
| Ceredex Value Advisors LLC | 433,415 | $90.2M | 1.59% | +146,218+50.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 432,193 | $89.9M | 0.20% | +37,358+9.5% | Added |
| Allianz Asset Management GmbH | 425,188 | $88.4M | 0.18% | +17,467+4.3% | Added |
| UBS Asset Management Americas Inc | 417,371 | $86.8M | 0.04% | +17,876+4.5% | Added |
| Fisher Asset Management, LLC | 413,388 | $86.0M | 0.05% | +543+0.1% | Added |
| Goldman Sachs Group Inc | 411,030 | $85.5M | 0.02% | +144,105+54.0% | Added |
| Bamco Inc | 395,756 | $82.3M | 0.24% | −239−0.1% | Reduced |
| CCLA Investment Management Ltd | 393,177 | $81.8M | 1.53% | +306+0.1% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 389,008 | $80.9M | 0.37% | −2,116−0.5% | Reduced |
| Baird Financial Group, Inc. | 378,021 | $78.6M | 0.21% | +9,218+2.5% | Added |
| Ameriprise Financial Inc | 368,849 | $76.7M | 0.03% | +280,385+316.9% | Added |
| Westfield Capital Management Co LP | 360,063 | $74.9M | 0.51% | +9,266+2.6% | Added |
| First Trust Advisors LP | 351,833 | $73.2M | 0.09% | +4,058+1.2% | Added |
| Schroder Investment Management Group | 349,545 | $72.7M | 0.11% | −181,457−34.2% | Reduced |
| Dimensional Fund Advisors LP | 348,483 | $72.5M | 0.02% | +1,760+0.5% | Added |
| State Farm Mutual Automobile Insurance Co | 335,939 | $69.9M | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 334,889 | $69.7M | 0.07% | +666+0.2% | Added |
| Primecap Management Co | 333,170 | $69.3M | 0.06% | −3,655−1.1% | Reduced |
| Two Sigma Investments, LP | 314,407 | $65.4M | 0.18% | +17,928+6.0% | Added |
| Public Employees Retirement Association of Colorado | 314,084 | $65.3M | 0.33% | −3,286−1.0% | Reduced |
| GW&K Investment Management, LLC | 307,042 | $63.9M | 0.64% | +90,466+41.8% | Added |
| HSBC Holdings PLC | 302,504 | $62.9M | 0.07% | +59,417+24.4% | Added |
| Echo Street Capital Management LLC | 297,775 | $61.9M | 0.58% | −147,122−33.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 282,891 | $58.8M | 4.08% | +156+0.1% | Added |
| Robeco Schweiz AG | 280,376 | $58.3M | 0.99% | −1240.0% | Reduced |
| California Public Employees Retirement System | 263,930 | $54.9M | 0.05% | +5,659+2.2% | Added |
| Port Capital LLC | 253,130 | $52.7M | 3.29% | −77,943−23.5% | Reduced |
| Renaissance Technologies LLC | 249,525 | $51.9M | 0.09% | −74,300−22.9% | Reduced |
| Deutsche Bank AG | 244,610 | $50.9M | 0.03% | +28,661+13.3% | Added |
| Swiss National Bank | 243,100 | $50.6M | 0.04% | −29,900−11.0% | Reduced |
| Gabelli Funds LLC | 241,250 | $50.2M | 0.41% | −2,600−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 225,111 | $46.8M | 0.14% | +3,799+1.7% | Added |
| Premier Fund Managers Ltd | 220,000 | $46.0M | 2.16% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 218,300 | $45.4M | 0.12% | +66,900+44.2% | Added |
| Credit Suisse AG | 216,629 | $45.1M | 0.05% | +63,034+41.0% | Added |
| Nuveen Asset Management, LLC | 208,377 | $43.3M | 0.02% | −10,526−4.8% | Reduced |
| Capital World Investors | 200,000 | $41.6M | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 197,528 | $41.1M | 0.48% | −3,990−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 186,061 | $38.7M | 0.09% | −1,924−1.0% | Reduced |
| Envestnet Asset Management Inc | 185,226 | $38.5M | 0.02% | +43,296+30.5% | Added |
| Franklin Resources Inc | 184,719 | $38.4M | 0.02% | −946−0.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 181,851 | $37.8M | 0.03% | −4,550−2.4% | Reduced |
| Rhumbline Advisers | 170,640 | $35.5M | 0.04% | +205+0.1% | Added |
| Royal Bank of Canada | 170,135 | $35.4M | 0.01% | −20,522−10.8% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 150,000 | $31.2M | 0.24% | +150,000 | New |
| TD Asset Management Inc | 139,440 | $29.0M | 0.04% | −8,215−5.6% | Reduced |
| Geneva Capital Management LLC | 125,704 | $26.1M | 0.55% | −4,393−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 124,299 | $25.9M | 0.11% | +14,317+13.0% | Added |
| Ensign Peak Advisors, Inc | 121,612 | $25.3M | 0.05% | −3,117−2.5% | Reduced |
| SEI Investments Co | 120,753 | $25.1M | 0.05% | +1,253+1.0% | Added |
| Northwest & Ethical Investments L.P. | 119,139 | $24.8M | 0.83% | −4,128−3.3% | Reduced |
| California State Teachers Retirement System | 114,985 | $23.9M | 0.04% | −6,914−5.7% | Reduced |
| National Pension Service | 116,997 | $23.8M | 0.04% | −691−0.6% | Reduced |
| DekaBank Deutsche Girozentrale | 105,443 | $22.0M | 0.05% | −667−0.6% | Reduced |
| New York State Common Retirement Fund | 103,555 | $21.5M | 0.03% | −17,462−14.4% | Reduced |
| D. E. Shaw & Co., Inc. | 103,539 | $21.5M | 0.04% | −40,954−28.3% | Reduced |
| AXA S.A. | 96,987 | $20.2M | 0.07% | −21,570−18.2% | Reduced |
| Principal Financial Group Inc | 95,256 | $19.8M | 0.01% | −2,398−2.5% | Reduced |
| Boston Trust Walden Corp | 94,721 | $19.7M | 0.17% | +523+0.6% | Added |
| Harvey Investment Co LLC | 89,784 | $18.7M | 2.44% | +11,127+14.1% | Added |
| Montanaro Asset Management Ltd | 87,000 | $18.1M | 3.18% | +1,500+1.8% | Added |
| Qube Research & Technologies Ltd | 84,533 | $17.6M | 0.05% | −129,451−60.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 83,982 | $17.5M | 0.03% | −306−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 82,223 | $17.1M | 0.04% | −37,882−31.5% | Reduced |
| State Board of Administration of Florida Retirement System | 80,690 | $16.8M | 0.04% | −7,917−8.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 75,186 | $15.6M | 0.04% | +75,186 | New |
| Comerica Bank | 74,631 | $15.5M | 0.08% | +73,963+11,072.3% | Added |
| AE Wealth Management LLC | 74,598 | $15.5M | 0.09% | +11,796+18.8% | Added |
| Nicholas Company, Inc. | 71,830 | $14.9M | 0.30% | 00.0% | Unchanged |
| Prudential Financial Inc | 70,926 | $14.8M | 0.02% | −2,378−3.2% | Reduced |