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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 53,332 | $11.1M | 0.16% | −82,492−60.7% | Reduced |
| Boston Financial Mangement LLC | 53,794 | $11.2M | 0.42% | −532−1.0% | Reduced |
| Hantz Financial Services, Inc. | 55,601 | $11.6M | 0.29% | +1,087+2.0% | Added |
| US Bancorp | 56,190 | $11.7M | 0.02% | −1,552−2.7% | Reduced |
| Bank of Montreal | 54,566 | $11.7M | 0.01% | +5,683+11.6% | Added |
| Schonfeld Strategic Advisors LLC | 57,180 | $11.9M | 0.11% | −6,941−10.8% | Reduced |
| Congress Wealth Management LLC | 57,464 | $12.0M | 0.25% | +1,193+2.1% | Added |
| Eventide Asset Management, LLC | 58,292 | $12.1M | 0.22% | −2,862−4.7% | Reduced |
| Polar Asset Management Partners Inc. | 58,400 | $12.1M | 0.29% | −900−1.5% | Reduced |
| Thematics Asset Management | 59,154 | $12.3M | 0.61% | +3,000+5.3% | Added |
| Duff & Phelps Investment Management Co | 60,700 | $12.6M | 0.17% | 00.0% | Unchanged |
| Victory Capital Management Inc | 62,392 | $13.0M | 0.01% | +6,526+11.7% | Added |
| Ensemble Capital Management, LLC | 65,128 | $13.5M | 1.40% | +1,005+1.6% | Added |
| CI Private Wealth, LLC | 65,788 | $13.7M | 0.03% | −616−0.9% | Reduced |
| Truist Financial Corp | 65,918 | $13.7M | 0.02% | +6,129+10.3% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 66,900 | $13.9M | 0.77% | +100+0.1% | Added |
| New York State Teachers Retirement System | 67,436 | $14.0M | 0.03% | −5,815−7.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67,675 | $14.1M | 0.03% | +2,277+3.5% | Added |
| Raymond James & Associates | 68,781 | $14.3M | 0.01% | +8,083+13.3% | Added |
| AQR Capital Management LLC | 69,435 | $14.4M | 0.03% | −49,065−41.4% | Reduced |
| Prudential Financial Inc | 70,926 | $14.8M | 0.02% | −2,378−3.2% | Reduced |
| Nicholas Company, Inc. | 71,830 | $14.9M | 0.30% | 00.0% | Unchanged |
| AE Wealth Management LLC | 74,598 | $15.5M | 0.09% | +11,796+18.8% | Added |
| Comerica Bank | 74,631 | $15.5M | 0.08% | +73,963+11,072.3% | Added |
| Adage Capital Partners GP, L.L.C. | 75,186 | $15.6M | 0.04% | +75,186 | New |
| State Board of Administration of Florida Retirement System | 80,690 | $16.8M | 0.04% | −7,917−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 82,223 | $17.1M | 0.04% | −37,882−31.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 83,982 | $17.5M | 0.03% | −306−0.4% | Reduced |
| Qube Research & Technologies Ltd | 84,533 | $17.6M | 0.05% | −129,451−60.5% | Reduced |
| Montanaro Asset Management Ltd | 87,000 | $18.1M | 3.18% | +1,500+1.8% | Added |
| Harvey Investment Co LLC | 89,784 | $18.7M | 2.44% | +11,127+14.1% | Added |
| Boston Trust Walden Corp | 94,721 | $19.7M | 0.17% | +523+0.6% | Added |
| Principal Financial Group Inc | 95,256 | $19.8M | 0.01% | −2,398−2.5% | Reduced |
| AXA S.A. | 96,987 | $20.2M | 0.07% | −21,570−18.2% | Reduced |
| D. E. Shaw & Co., Inc. | 103,539 | $21.5M | 0.04% | −40,954−28.3% | Reduced |
| New York State Common Retirement Fund | 103,555 | $21.5M | 0.03% | −17,462−14.4% | Reduced |
| DekaBank Deutsche Girozentrale | 105,443 | $22.0M | 0.05% | −667−0.6% | Reduced |
| National Pension Service | 116,997 | $23.8M | 0.04% | −691−0.6% | Reduced |
| California State Teachers Retirement System | 114,985 | $23.9M | 0.04% | −6,914−5.7% | Reduced |
| Northwest & Ethical Investments L.P. | 119,139 | $24.8M | 0.83% | −4,128−3.3% | Reduced |
| SEI Investments Co | 120,753 | $25.1M | 0.05% | +1,253+1.0% | Added |
| Ensign Peak Advisors, Inc | 121,612 | $25.3M | 0.05% | −3,117−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 124,299 | $25.9M | 0.11% | +14,317+13.0% | Added |
| Geneva Capital Management LLC | 125,704 | $26.1M | 0.55% | −4,393−3.4% | Reduced |
| TD Asset Management Inc | 139,440 | $29.0M | 0.04% | −8,215−5.6% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 150,000 | $31.2M | 0.24% | +150,000 | New |
| Royal Bank of Canada | 170,135 | $35.4M | 0.01% | −20,522−10.8% | Reduced |
| Rhumbline Advisers | 170,640 | $35.5M | 0.04% | +205+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 181,851 | $37.8M | 0.03% | −4,550−2.4% | Reduced |
| Franklin Resources Inc | 184,719 | $38.4M | 0.02% | −946−0.5% | Reduced |
| Envestnet Asset Management Inc | 185,226 | $38.5M | 0.02% | +43,296+30.5% | Added |
| CIBC Private Wealth Group, LLC | 186,061 | $38.7M | 0.09% | −1,924−1.0% | Reduced |
| Gamco Investors, Inc. Et Al | 197,528 | $41.1M | 0.48% | −3,990−2.0% | Reduced |
| Capital World Investors | 200,000 | $41.6M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 208,377 | $43.3M | 0.02% | −10,526−4.8% | Reduced |
| Credit Suisse AG | 216,629 | $45.1M | 0.05% | +63,034+41.0% | Added |
| Two Sigma Advisers, LP | 218,300 | $45.4M | 0.12% | +66,900+44.2% | Added |
| Premier Fund Managers Ltd | 220,000 | $46.0M | 2.16% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 225,111 | $46.8M | 0.14% | +3,799+1.7% | Added |
| Gabelli Funds LLC | 241,250 | $50.2M | 0.41% | −2,600−1.1% | Reduced |
| Swiss National Bank | 243,100 | $50.6M | 0.04% | −29,900−11.0% | Reduced |
| Deutsche Bank AG | 244,610 | $50.9M | 0.03% | +28,661+13.3% | Added |
| Renaissance Technologies LLC | 249,525 | $51.9M | 0.09% | −74,300−22.9% | Reduced |
| Port Capital LLC | 253,130 | $52.7M | 3.29% | −77,943−23.5% | Reduced |
| California Public Employees Retirement System | 263,930 | $54.9M | 0.05% | +5,659+2.2% | Added |
| Robeco Schweiz AG | 280,376 | $58.3M | 0.99% | −1240.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 282,891 | $58.8M | 4.08% | +156+0.1% | Added |
| Echo Street Capital Management LLC | 297,775 | $61.9M | 0.58% | −147,122−33.1% | Reduced |
| HSBC Holdings PLC | 302,504 | $62.9M | 0.07% | +59,417+24.4% | Added |
| GW&K Investment Management, LLC | 307,042 | $63.9M | 0.64% | +90,466+41.8% | Added |
| Public Employees Retirement Association of Colorado | 314,084 | $65.3M | 0.33% | −3,286−1.0% | Reduced |
| Two Sigma Investments, LP | 314,407 | $65.4M | 0.18% | +17,928+6.0% | Added |
| Primecap Management Co | 333,170 | $69.3M | 0.06% | −3,655−1.1% | Reduced |
| Clearbridge Investments, LLC | 334,889 | $69.7M | 0.07% | +666+0.2% | Added |
| State Farm Mutual Automobile Insurance Co | 335,939 | $69.9M | 0.07% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 348,483 | $72.5M | 0.02% | +1,760+0.5% | Added |
| Schroder Investment Management Group | 349,545 | $72.7M | 0.11% | −181,457−34.2% | Reduced |
| First Trust Advisors LP | 351,833 | $73.2M | 0.09% | +4,058+1.2% | Added |
| Westfield Capital Management Co LP | 360,063 | $74.9M | 0.51% | +9,266+2.6% | Added |
| Ameriprise Financial Inc | 368,849 | $76.7M | 0.03% | +280,385+316.9% | Added |
| Baird Financial Group, Inc. | 378,021 | $78.6M | 0.21% | +9,218+2.5% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 389,008 | $80.9M | 0.37% | −2,116−0.5% | Reduced |
| CCLA Investment Management Ltd | 393,177 | $81.8M | 1.53% | +306+0.1% | Added |
| Bamco Inc | 395,756 | $82.3M | 0.24% | −239−0.1% | Reduced |
| Goldman Sachs Group Inc | 411,030 | $85.5M | 0.02% | +144,105+54.0% | Added |
| Fisher Asset Management, LLC | 413,388 | $86.0M | 0.05% | +543+0.1% | Added |
| UBS Asset Management Americas Inc | 417,371 | $86.8M | 0.04% | +17,876+4.5% | Added |
| Allianz Asset Management GmbH | 425,188 | $88.4M | 0.18% | +17,467+4.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 432,193 | $89.9M | 0.20% | +37,358+9.5% | Added |
| Ceredex Value Advisors LLC | 433,415 | $90.2M | 1.59% | +146,218+50.9% | Added |
| Snyder Capital Management L P | 474,183 | $98.6M | 2.23% | −9,719−2.0% | Reduced |
| Bank of America Corp | 497,139 | $103.4M | 0.01% | −29,154−5.5% | Reduced |
| Congress Asset Management Co | 543,101 | $113.0M | 1.00% | +3,304+0.6% | Added |
| Legal & General Group Plc | 557,978 | $116.1M | 0.04% | −21,524−3.7% | Reduced |
| Bank of New York Mellon Corp | 585,572 | $121.8M | 0.03% | −16,939−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 593,542 | $123.5M | 0.04% | +7,559+1.3% | Added |
| Massachusetts Financial Services Co | 607,036 | $126.3M | 0.04% | −511,408−45.7% | Reduced |
| FMR LLC | 640,634 | $133.3M | 0.01% | −298,500−31.8% | Reduced |
| King Luther Capital Management Corp | 642,379 | $133.6M | 0.69% | +1,053+0.2% | Added |
| Fenimore Asset Management Inc | 773,412 | $160.9M | 4.18% | +29,258+3.9% | Added |