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 |
|---|---|---|---|---|---|
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 1 | $215 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $417 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 5 | $1.04K | 0.00% | −385−98.7% | Reduced |
| Manchester Capital Management LLC | 5 | $1.04K | 0.00% | +1+25.0% | Added |
| Longfellow Investment Management Co LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $1.25K | 0.00% | +6 | New |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $1.46K | 0.00% | +7 | New |
| Concord Wealth Partners | 8 | $1.66K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $2.08K | 0.00% | −1−9.1% | Reduced |
| Harbour Investments, Inc. | 11 | $2.29K | 0.00% | −2−15.4% | Reduced |
| Zions Bancorporation, N.A. | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 11 | $2.29K | 0.00% | +11 | New |
| Milestone Investment Advisors LLC | 12 | $2.50K | 0.00% | +12 | New |
| Marquette Asset Management, LLC | 13 | $2.71K | 0.00% | −14−51.9% | Reduced |
| SJS Investment Consulting Inc. | 13 | $2.71K | 0.00% | +6+85.7% | Added |
| Raffa Wealth Management, LLC | 14 | $2.91K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.91K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.10K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $3.12K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $3.33K | 0.00% | −61−79.2% | Reduced |
| MV Capital Management, Inc. | 19 | $3.95K | 0.00% | +1+5.6% | Added |
| Red Tortoise LLC | 20 | $4.16K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $4.16K | 0.00% | +9+81.8% | Added |
| Simplex Trading, LLC | 26 | $5.00K | 0.00% | −143−84.6% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $6.03K | 0.00% | −2−6.5% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $6.24K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 33 | $6.87K | 0.00% | +10+43.5% | Added |
| Cherry Tree Wealth Management, LLC | 35 | $7.28K | 0.00% | −2−5.4% | Reduced |
| Colonial Trust Advisors | 35 | $7.28K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $7.49K | 0.00% | +36 | New |
| JJJ Advisors Inc. | 38 | $7.91K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 39 | $8.11K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 40 | $8.32K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 40 | $8.32K | 0.00% | −3−7.0% | Reduced |
| Creative Financial Designs Inc | 40 | $8.32K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $8.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $8.95K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 46 | $9.57K | 0.00% | +46 | New |
| Farther Finance Advisors, LLC | 48 | $9.98K | 0.00% | +7+17.1% | Added |
| SOA Wealth Advisors, LLC. | 51 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $10.8K | 0.00% | −10−16.1% | Reduced |
| Webster Bank, N. A. | 54 | $11.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $11.2K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 62 | $12.0K | 0.00% | +62 | New |
| GWM Advisors LLC | 58 | $12.1K | 0.00% | +6+11.5% | Added |
| LGT Financial Advisors LLC | 60 | $12.5K | 0.02% | +60 | New |
| Essex Investment Management Co LLC | 62 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 65 | $13.5K | 0.01% | +9+16.1% | Added |
| City Holding Co | 70 | $14.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $15.4K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 75 | $15.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $16.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $17.7K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $18.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 88 | $18.3K | 0.00% | +30+51.7% | Added |
| Millburn Ridgefield Corp | 88 | $18.3K | 0.00% | +88 | New |
| Catalyst Capital Advisors LLC | 88 | $18.3K | 0.00% | +88 | New |
| Harbor Investment Advisory, LLC | 92 | $19.1K | 0.00% | −2−2.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $20.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 105 | $21.8K | 0.01% | +105 | New |
| Bell Investment Advisors, Inc | 112 | $23.3K | 0.01% | −3−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 136 | $27.0K | 0.00% | +4+3.0% | Added |
| Parkside Financial Bank & Trust | 131 | $27.3K | 0.01% | +15+12.9% | Added |
| DT Investment Partners, LLC | 136 | $28.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 141 | $29.4K | 0.00% | −77−35.3% | Reduced |
| Riverview Trust Co | 142 | $29.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $31.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $31.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 156 | $32.5K | 0.00% | +5+3.3% | Added |
| Massmutual Trust Co FSB | 156 | $32.5K | 0.00% | +43+38.1% | Added |
| TD Private Client Wealth LLC | 174 | $36.2K | 0.00% | −26−13.0% | Reduced |
| Strengthening Families & Communities, LLC | 186 | $39.0K | 0.02% | +18+10.7% | Added |
| Lindbrook Capital, LLC | 189 | $39.3K | 0.00% | −9−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 202 | $42.0K | 0.00% | +69+51.9% | Added |
| EverSource Wealth Advisors, LLC | 207 | $43.1K | 0.00% | +43+26.2% | Added |
| Proequities, Inc. | 216 | $44.9K | 0.00% | −8−3.6% | Reduced |
| Perritt Capital Management Inc | 250 | $52.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $57.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 292 | $60.7K | 0.00% | −131−31.0% | Reduced |
| Covestor Ltd | 306 | $64.0K | 0.05% | +48+18.6% | Added |
| Desjardins Global Asset Management Inc. | 309 | $64.3K | 0.01% | −2,228−87.8% | Reduced |
| West Paces Advisors Inc. | 310 | $64.5K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 317 | $65.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 339 | $70.5K | 0.00% | +80+30.9% | Added |
| Federation des caisses Desjardins du Quebec | 339 | $70.5K | 0.00% | −292−46.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 349 | $72.6K | 0.00% | −3−0.9% | Reduced |
| Hollencrest Capital Management | 400 | $83.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 407 | $84.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $85.9K | 0.06% | +413 | New |
| Brown Brothers Harriman & Co | 415 | $86.3K | 0.00% | +15+3.8% | Added |