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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 785,716 | $163.4M | 0.03% | +45,120+6.1% | Added |
| Balyasny Asset Management LLC | 800,694 | $166.6M | 0.47% | +686,364+600.3% | Added |
| Norges Bank | 934,884 | $194.5M | 0.04% | +55,540+6.3% | Added |
| Invesco Ltd. | 1,020,569 | $212.3M | 0.06% | −366,841−26.4% | Reduced |
| JPMorgan Chase & Co | 1,057,108 | $219.9M | 0.03% | −50,119−4.5% | Reduced |
| Champlain Investment Partners, LLC | 1,142,816 | $237.7M | 1.54% | +73,820+6.9% | Added |
| Barclays PLC | 1,143,583 | $237.9M | 0.15% | +36,928+3.3% | Added |
| Amundi | 1,282,493 | $261.3M | 0.13% | +262,970+25.8% | Added |
| Alliancebernstein L.P. | 1,258,350 | $261.8M | 0.11% | −514,179−29.0% | Reduced |
| Brown Advisory Inc | 1,475,615 | $307.0M | 0.50% | −275,724−15.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,674,062 | $348.2M | 0.25% | −147,551−8.1% | Reduced |
| Geode Capital Management, LLC | 1,716,592 | $356.3M | 0.04% | +36,198+2.2% | Added |
| Pictet Asset Management Holding SA | 1,824,377 | $379.5M | 0.47% | +1,824,377 | New |
| Impax Asset Management Group plc | 2,106,239 | $438.1M | 1.96% | −1,261−0.1% | Reduced |
| Wellington Management Group LLP | 2,231,279 | $464.2M | 0.09% | −144,701−6.1% | Reduced |
| Morgan Stanley | 2,254,193 | $468.9M | 0.05% | −60,765−2.6% | Reduced |
| State Street Corp | 2,952,559 | $614.2M | 0.03% | −41,201−1.4% | Reduced |
| BlackRock Inc. | 5,964,424 | $1.24B | 0.04% | +1,7740.0% | Added |
| Price T Rowe Associates Inc | 6,575,934 | $1.37B | 0.20% | +3,601,963+121.1% | Added |
| Vanguard Group Inc | 9,194,509 | $1.91B | 0.05% | −161,176−1.7% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −84,439−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −82,972−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −80,223−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −59,355−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −58,625−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −37,541−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,374−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −26,722−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −23,871−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,205−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,151−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,614−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,826−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,816−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −8,486−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,065−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,783−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,218−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,888−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,406−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,198−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,912−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −2,873−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,358−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,138−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −1,927−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −1,268−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| FSM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Ten Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |