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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 433 | $90.0K | 0.04% | +72+19.9% | Added |
| Sentry Investment Management LLC | 436 | $91.0K | 0.04% | −63−12.6% | Reduced |
| Federated Hermes, Inc. | 447 | $93.0K | 0.00% | +147+49.0% | Added |
| Dougherty Wealth Advisers LLC | 473 | $98.4K | 0.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 478 | $99.4K | 0.00% | −44−8.4% | Reduced |
| First Horizon Advisors, Inc. | 492 | $102.3K | 0.00% | −3−0.6% | Reduced |
| Central Trust Co | 496 | $103.2K | 0.00% | +5+1.0% | Added |
| Alta Advisers Ltd | 500 | $104.0K | 0.06% | −100−16.7% | Reduced |
| Quadrant Capital Group LLC | 518 | $107.8K | 0.01% | +19+3.8% | Added |
| Acadian Asset Management LLC | 527 | $109.0K | 0.00% | −4,609−89.7% | Reduced |
| Umb Bank N A | 531 | $110.5K | 0.00% | −84−13.7% | Reduced |
| Natixis Investment Managers International | 554 | $115.2K | 0.01% | −36−6.1% | Reduced |
| Tobam | 582 | $121.0K | 0.01% | +582 | New |
| Huntington National Bank | 584 | $121.5K | 0.00% | +32+5.8% | Added |
| Signaturefd, LLC | 594 | $123.6K | 0.00% | +47+8.6% | Added |
| UniSuper Management Pty Ltd | 600 | $124.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 622 | $129.4K | 0.00% | −2−0.3% | Reduced |
| Godsey & Gibb Associates | 650 | $135.2K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 698 | $145.0K | 0.00% | +22+3.3% | Added |
| Credit Agricole S A | 711 | $147.9K | 0.00% | +711 | New |
| Capstone Investment Advisors, LLC | 719 | $149.6K | 0.00% | +719 | New |
| Ronald Blue Trust, Inc. | 701 | $151.0K | 0.00% | +50+7.7% | Added |
| Park Place Capital Corp | 742 | $154.4K | 0.05% | −161−17.8% | Reduced |
| Andra AP-fonden | 800 | $166.4K | 0.01% | −21,300−96.4% | Reduced |
| Penserra Capital Management LLC | 818 | $168.0K | 0.00% | −47−5.4% | Reduced |
| Operose Advisors LLC | 870 | $181.0K | 0.07% | +870 | New |
| State of Wyoming | 871 | $181.2K | 0.04% | +311+55.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 879 | $183.0K | 0.01% | −25−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 896 | $186.4K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 913 | $190.0K | 0.17% | +913 | New |
| Global Retirement Partners, LLC | 944 | $196.7K | 0.01% | +72+8.3% | Added |
| OneAscent Financial Services LLC | 960 | $200.0K | 0.05% | −328−25.5% | Reduced |
| Siemens Fonds Invest GmbH | 972 | $202.2K | 0.02% | +972 | New |
| Studio Investment Management LLC | 977 | $203.2K | 0.06% | −841−46.3% | Reduced |
| PFG Investments, LLC | 979 | $203.6K | 0.04% | +979 | New |
| XTX Topco Ltd | 980 | $203.9K | 0.03% | +980 | New |
| GW Henssler & Associates Ltd | 981 | $204.1K | 0.01% | +981 | New |
| Grandfield & Dodd, LLC | 982 | $204.3K | 0.02% | −30−3.0% | Reduced |
| Paradigm Asset Management Co LLC | 1,000 | $208.0K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 997 | $209.0K | 0.00% | +31+3.2% | Added |
| Cobblestone Capital Advisors LLC | 1,012 | $210.5K | 0.02% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 988 | $212.7K | 0.15% | −22−2.2% | Reduced |
| Values First Advisors, Inc. | 1,024 | $213.1K | 0.14% | −336−24.7% | Reduced |
| Earnest Partners LLC | 1,025 | $213.2K | 0.00% | +986+2,528.2% | Added |
| Virtue Capital Management, LLC | 1,019 | $214.9K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,063 | $220.4K | 0.01% | +15+1.4% | Added |
| Comerica Securities,inc. | 1,070 | $222.6K | 0.02% | −169−13.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,081 | $224.9K | 0.04% | +97+9.9% | Added |
| Argent Trust Co | 1,088 | $226.3K | 0.01% | −105−8.8% | Reduced |
| GTS Securities LLC | 1,092 | $227.2K | 0.00% | −100−8.4% | Reduced |
| Covenant Partners, LLC | 1,107 | $230.3K | 0.08% | −85−7.1% | Reduced |
| Greenleaf Trust | 1,115 | $231.9K | 0.00% | +16+1.5% | Added |
| Connecticut Wealth Management, LLC | 1,142 | $237.6K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 1,145 | $238.2K | 0.04% | +136+13.5% | Added |
| Ieq Capital, LLC | 1,160 | $241.4K | 0.00% | +148+14.6% | Added |
| PEAK6 Investments LLC | 1,162 | $241.7K | 0.01% | −329−22.1% | Reduced |
| Centerpoint Advisors, LLC | 1,186 | $247.0K | 0.10% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,193 | $248.2K | 0.08% | +100+9.1% | Added |
| YHB Investment Advisors, Inc. | 1,214 | $252.5K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,218 | $253.4K | 0.00% | +1,218 | New |
| Wedmont Private Capital | 1,219 | $253.7K | 0.03% | +16+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,235 | $256.9K | 0.03% | −1−0.1% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,242 | $258.4K | 0.07% | +59+5.0% | Added |
| Lakeview Capital Partners, LLC | 1,270 | $264.2K | 0.05% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 1,273 | $264.8K | 0.03% | +1,273 | New |
| Bleakley Financial Group, LLC | 1,302 | $270.9K | 0.01% | −137−9.5% | Reduced |
| Sawtooth Solutions, LLC | 1,302 | $270.9K | 0.01% | −135−9.4% | Reduced |
| LGT Group Foundation | 1,194 | $271.7K | 0.01% | +1,194 | New |
| Marble Harbor Investment Counsel, LLC | 1,311 | $272.8K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,327 | $276.0K | 0.10% | −26−1.9% | Reduced |
| Walleye Trading LLC | 1,353 | $281.5K | 0.01% | −25−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,358 | $282.5K | 0.01% | +23+1.7% | Added |
| Kinneret Advisory, LLC | 1,393 | $289.8K | 0.04% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $291.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,410 | $293.3K | 0.01% | +235+20.0% | Added |
| Advisory Alpha, LLC | 1,410 | $293.3K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,419 | $295.2K | 0.03% | −76−5.1% | Reduced |
| Walleye Capital LLC | 1,421 | $295.6K | 0.00% | +1,421 | New |
| Hennion & Walsh Asset Management, Inc. | 1,423 | $296.0K | 0.02% | −58−3.9% | Reduced |
| RMR Wealth Builders | 1,437 | $298.9K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,463 | $304.3K | 0.04% | +1,463 | New |
| Oarsman Capital, Inc. | 1,467 | $305.2K | 0.13% | +376+34.5% | Added |
| Cetera Investment Advisers | 1,483 | $308.6K | 0.00% | −605−29.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,507 | $313.5K | 0.02% | +211+16.3% | Added |
| NBC Securities, Inc. | 1,511 | $314.0K | 0.03% | +1,511 | New |
| TD Waterhouse Canada Inc. | 1,547 | $319.9K | 0.00% | −63−3.9% | Reduced |
| Change Path, LLC | 1,543 | $321.0K | 0.02% | +1,543 | New |
| Lincoln National Corp | 1,564 | $325.3K | 0.01% | +104+7.1% | Added |
| Alliance Wealth Advisors, LLC | 1,571 | $326.8K | 0.12% | +9+0.6% | Added |
| Nilsine Partners, LLC | 1,572 | $327.0K | 0.05% | +2+0.1% | Added |
| V-Square Quantitative Management LLC | 1,584 | $329.5K | 0.15% | +959+153.4% | Added |
| Estabrook Capital Management | 1,600 | $332.8K | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,633 | $339.7K | 0.01% | −48−2.9% | Reduced |
| Atria Wealth Solutions, Inc. | 1,638 | $340.7K | 0.00% | −78−4.5% | Reduced |
| MQS Management LLC | 1,654 | $344.1K | 0.21% | −784−32.2% | Reduced |
| Bridgefront Capital, LLC | 1,658 | $344.9K | 0.24% | −2,513−60.2% | Reduced |
| Cooper Financial Group | 1,688 | $351.2K | 0.08% | +86+5.4% | Added |
| Arthur M. Cohen & Associates, LLC | 1,700 | $353.6K | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 1,711 | $355.9K | 0.01% | −1,088−38.9% | Reduced |
| CWM, LLC | 1,719 | $358.0K | 0.00% | +52+3.1% | Added |