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Livermore
ZHEN

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.

Institutional holdersQ3 2023: 620 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ3 2023: $15.5B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2023.

Institutions holding IEX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sherbrooke Park Advisers LLC1,737$361.3K0.12%−163−8.6%Reduced
Centiva Capital, LP1,743$362.6K0.02%−7,495−81.1%Reduced
Phoenix Holdings Ltd.1,738$365.2K0.01%+164+10.4%Added
Axq Capital, LP1,761$366.3K0.13%+1,761New
Fifth Third Bancorp1,780$370.3K0.00%+111+6.7%Added
Machina Capital S.A.S.1,861$387.1K0.22%−2,180−53.9%Reduced
Kepos Capital LP1,892$394.0K0.07%00.0%Unchanged
Dearborn Partners LLC1,903$395.9K0.02%00.0%Unchanged
Heartland Bank & Trust Co1,908$396.9K0.31%+22+1.2%Added
Seven Eight Capital, LP1,940$403.6K0.05%−792−29.0%Reduced
Voya Financial Advisors, Inc.1,965$410.8K0.05%−266−11.9%Reduced
Alberta Investment Management Corp2,000$416.0K0.00%−161−7.5%Reduced
Welch Group, LLC2,000$416.0K0.02%00.0%Unchanged
Banque Cantonale Vaudoise2,007$418.0K0.02%−693−25.7%Reduced
SRB Corp2,098$436.4K0.03%00.0%Unchanged
HBK Sorce Advisory LLC2,102$437.4K0.02%−72−3.3%Reduced
Oak Thistle LLC2,108$438.5K0.13%+2,108New
Achmea Investment Management B.V.2,152$448.0K0.01%−236−9.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,210$459.7K0.03%+49+2.3%Added
Beck Mack & Oliver LLC2,250$468.0K0.01%00.0%Unchanged
Pekin Hardy Strauss, Inc.2,250$468.0K0.07%00.0%Unchanged
Brown Shipley& Co Ltd2,263$470.7K0.26%+192+9.3%Added
Portside Wealth Group, LLC2,264$471.0K0.09%−4−0.2%Reduced
Private Advisor Group, LLC2,272$472.6K0.00%+1,050+85.9%Added
Burney Co2,300$478.4K0.02%−85−3.6%Reduced
We Are One Seven, LLC2,328$484.3K0.04%−35−1.5%Reduced
Guinness Asset Management LTD2,360$490.9K0.01%+65+2.8%Added
BI Asset Management Fondsmaeglerselskab A/S2,364$492.0K0.01%−40,690−94.5%Reduced
Wetherby Asset Management Inc2,371$493.2K0.03%−356−13.1%Reduced
Northwestern Mutual Investment Management Company, LLC2,385$496.1K0.01%+2+0.1%Added
Boston Private Wealth LLC2,385$496.1K0.01%−242−9.2%Reduced
Occudo Quantitative Strategies LP2,400$499.2K0.06%−7,420−75.6%Reduced
Baker Tilly Wealth Management, LLC2,401$499.5K0.08%−99−4.0%Reduced
Wealth Enhancement Advisory Services, LLC2,430$505.5K0.00%+163+7.2%Added
Sonen Capital LLC2,457$511.1K1.00%+716+41.1%Added
Empirical Finance, LLC2,478$515.5K0.04%+254+11.4%Added
Pathstone Family Office, LLC2,484$516.7K0.00%+1,069+75.5%Added
Vident Advisory, LLC2,489$517.8K0.02%+2,489New
Symmetry Partners, LLC2,501$520.0K0.03%−206−7.6%Reduced
Caisse de Depot Et Placement du Quebec2,558$532.1K0.00%−2,142−45.6%Reduced
Kestra Advisory Services, LLC2,576$535.9K0.01%+596+30.1%Added
Norinchukin Bank, The2,594$539.6K0.01%−933−26.5%Reduced
Cullen/Frost Bankers, Inc.2,602$541.3K0.01%−25−1.0%Reduced
First Manhattan Co2,653$551.9K0.00%00.0%Unchanged
Hikari Power Ltd2,710$564.0K0.06%00.0%Unchanged
Holocene Advisors, LP2,721$566.0K0.00%+2,721New
DB Fitzpatrick & Co, Inc2,766$575.4K0.61%+56+2.1%Added
Magnetar Financial LLC2,786$579.5K0.01%−8,540−75.4%Reduced
Kentucky Retirement Systems Insurance Trust Fund2,812$585.0K0.05%+99+3.6%Added
Everence Capital Management Inc2,840$591.0K0.05%−2,890−50.4%Reduced
First Pacific Financial2,855$593.9K0.26%−98−3.3%Reduced
Apollon Wealth Management, LLC2,878$598.8K0.03%+18+0.6%Added
Glenmede Trust Co NA2,890$601.2K0.00%−630−17.9%Reduced
Sandhill Capital Partners LLC2,907$604.7K0.06%00.0%Unchanged
Assenagon Asset Management S.A.3,061$636.7K0.00%−8,931−74.5%Reduced
Bahl & Gaynor Inc3,069$638.4K0.00%−131−4.1%Reduced
Metropolitan Life Insurance Co3,128$650.7K0.03%−166−5.0%Reduced
APG Asset Management N.V.3,161$657.6K0.00%00.0%Unchanged
Ostrum Asset Management3,200$665.7K0.06%+229+7.7%Added
Segment Wealth Management, LLC3,221$670.0K0.07%00.0%Unchanged
Lloyd Advisory Services, LLC.3,276$681.5K0.23%+3,276New
Norden Group LLC3,276$681.5K0.23%+3,276New
Engineers Gate Manager LP3,283$682.9K0.03%−54,734−94.3%Reduced
Unigestion Holding SA3,296$689.1K0.04%+616+23.0%Added
Stifel Financial Corp3,318$691.1K0.00%+243+7.9%Added
E. Ohman J:or Asset Management AB3,400$707.3K0.03%00.0%Unchanged
Blair William & Co3,401$707.5K0.00%−265−7.2%Reduced
Fagan Associates, Inc.3,410$709.3K0.17%00.0%Unchanged
Keybank National Association3,418$711.0K0.00%+31+0.9%Added
USA Financial Portformulas Corp3,483$724.5K1.08%00.0%Unchanged
Park Avenue Securities LLC3,509$730.0K0.01%+3,509New
Virtus ETF Advisers LLC3,513$730.8K0.44%−47−1.3%Reduced
Rice Hall James & Associates, LLC3,546$737.6K0.05%00.0%Unchanged
Edentree Asset Management Ltd3,595$747.7K0.29%00.0%Unchanged
Advisor Partners II, LLC3,611$751.2K0.03%+97+2.8%Added
Sepio Capital, LP3,623$753.7K0.07%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3,648$758.9K0.01%+1,582+76.6%Added
Steward Partners Investment Advisory, LLC3,649$759.1K0.01%−1,244−25.4%Reduced
Mount Yale Investment Advisors, LLC3,683$766.2K0.08%−10−0.3%Reduced
Mercer Global Advisors Inc3,695$769.0K0.00%+914+32.9%Added
Altshuler Shaham Ltd3,796$789.6K0.02%00.0%Unchanged
Toews Corp3,800$790.5K0.48%+3,800New
Ossiam3,808$792.1K0.01%+1,558+69.2%Added
Marshall Financial Group LLC3,836$798.0K0.29%−36−0.9%Reduced
Dai-Ichi Life Insurance Company, Ltd3,859$802.7K0.02%00.0%Unchanged
Simmons Bank3,897$810.7K0.07%−349−8.2%Reduced
New Mexico Educational Retirement Board3,900$811.0K0.03%+200+5.4%Added
Ethic Inc.3,906$812.5K0.03%+933+31.4%Added
Teza Capital Management LLC3,957$823.1K0.13%+1,583+66.7%Added
Tortoise Capital Advisors, L.L.C.3,958$823.3K0.01%00.0%Unchanged
Gateway Investment Advisers LLC3,973$826.5K0.01%−269−6.3%Reduced
Bank Julius Baer & Co. Ltd, Zurich3,981$828.0K0.00%+120+3.1%Added
Mairs & Power Inc4,000$832.1K0.01%00.0%Unchanged
Kenfarb & Co.4,009$833.9K0.76%−70−1.7%Reduced
Wealthfront Advisers LLC4,028$837.9K0.00%−101−2.4%Reduced
Duncker Streett & Co Inc4,030$838.4K0.20%00.0%Unchanged
Cresset Asset Management, LLC4,134$859.8K0.01%+401+10.7%Added
CIBC World Markets Corp4,173$868.1K0.01%−4,682−52.9%Reduced
Creative Planning4,284$891.2K0.00%+116+2.8%Added
Commonwealth Equity Services, LLC4,289$892.0K0.00%+53+1.3%Added