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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 69,435 | $14.4M | 0.03% | −49,065−41.4% | Reduced |
| Raymond James & Associates | 68,781 | $14.3M | 0.01% | +8,083+13.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67,675 | $14.1M | 0.03% | +2,277+3.5% | Added |
| New York State Teachers Retirement System | 67,436 | $14.0M | 0.03% | −5,815−7.9% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 66,900 | $13.9M | 0.77% | +100+0.1% | Added |
| Truist Financial Corp | 65,918 | $13.7M | 0.02% | +6,129+10.3% | Added |
| CI Private Wealth, LLC | 65,788 | $13.7M | 0.03% | −616−0.9% | Reduced |
| Ensemble Capital Management, LLC | 65,128 | $13.5M | 1.40% | +1,005+1.6% | Added |
| Victory Capital Management Inc | 62,392 | $13.0M | 0.01% | +6,526+11.7% | Added |
| Duff & Phelps Investment Management Co | 60,700 | $12.6M | 0.17% | 00.0% | Unchanged |
| Thematics Asset Management | 59,154 | $12.3M | 0.61% | +3,000+5.3% | Added |
| Polar Asset Management Partners Inc. | 58,400 | $12.1M | 0.29% | −900−1.5% | Reduced |
| Eventide Asset Management, LLC | 58,292 | $12.1M | 0.22% | −2,862−4.7% | Reduced |
| Congress Wealth Management LLC | 57,464 | $12.0M | 0.25% | +1,193+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 57,180 | $11.9M | 0.11% | −6,941−10.8% | Reduced |
| Bank of Montreal | 54,566 | $11.7M | 0.01% | +5,683+11.6% | Added |
| US Bancorp | 56,190 | $11.7M | 0.02% | −1,552−2.7% | Reduced |
| Hantz Financial Services, Inc. | 55,601 | $11.6M | 0.29% | +1,087+2.0% | Added |
| Boston Financial Mangement LLC | 53,794 | $11.2M | 0.42% | −532−1.0% | Reduced |
| Tudor Investment Corp Et Al | 53,332 | $11.1M | 0.16% | −82,492−60.7% | Reduced |
| Manufacturers Life Insurance Company, The | 52,438 | $10.9M | 0.01% | −1,488−2.8% | Reduced |
| Aristotle Capital Boston, LLC | 51,447 | $10.7M | 0.35% | −969−1.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 50,601 | $10.5M | 0.03% | −2,438−4.6% | Reduced |
| Natixis Advisors, L.P. | 49,651 | $10.3M | 0.03% | +1,230+2.5% | Added |
| PGGM Investments | 49,169 | $10.2M | 0.18% | −922−1.8% | Reduced |
| Speece Thorson Capital Group Inc | 49,166 | $10.2M | 2.25% | −56−0.1% | Reduced |
| Nissay Asset Management Corp | 48,392 | $10.1M | 0.09% | −1,712−3.4% | Reduced |
| Kennedy Capital Management, Inc. | 47,728 | $9.93M | 0.24% | +3,144+7.1% | Added |
| Great West Life Assurance Co | 47,647 | $9.91M | 0.02% | +363+0.8% | Added |
| Millennium Management LLC | 47,427 | $9.87M | 0.01% | −28,755−37.7% | Reduced |
| State of Wisconsin Investment Board | 47,312 | $9.84M | 0.03% | +3,459+7.9% | Added |
| DuPont Capital Management Corp | 47,031 | $9.78M | 0.85% | −62,163−56.9% | Reduced |
| Swedbank AB | 46,683 | $9.71M | 0.02% | +53+0.1% | Added |
| Squarepoint Ops LLC | 45,605 | $9.49M | 0.05% | −4,085−8.2% | Reduced |
| Russell Investments Group, Ltd. | 45,563 | $9.48M | 0.02% | +18,526+68.5% | Added |
| Janney Montgomery Scott LLC | 44,229 | $9.20M | 0.03% | +1,740+4.1% | Added |
| Swiss Life Asset Management Ltd | 42,837 | $8.90M | 0.14% | −1,903−4.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 42,496 | $8.84M | 0.03% | −983−2.3% | Reduced |
| Man Group plc | – | $8.67M | 0.03% | – | – |
| Aviva PLC | 41,573 | $8.65M | 0.04% | +6,169+17.4% | Added |
| Standard Life Aberdeen plc | 41,274 | $8.59M | 0.02% | +1,669+4.2% | Added |
| Candriam Luxembourg S.C.A. | 40,697 | $8.47M | 0.07% | +14,124+53.2% | Added |
| State of New Jersey Common Pension Fund D | 39,444 | $8.21M | 0.03% | −1,665−4.1% | Reduced |
| Greenland Capital Management LP | 39,436 | $8.20M | 0.98% | +39,436 | New |
| Citigroup Inc | 38,626 | $8.04M | 0.01% | −16,227−29.6% | Reduced |
| Toronto Dominion Bank | 38,273 | $7.96M | 0.01% | −1,409−3.6% | Reduced |
| State of Tennessee, Treasury Department | 36,444 | $7.58M | 0.03% | −81,902−69.2% | Reduced |
| Tredje AP-fonden | 36,160 | $7.52M | 0.11% | −816−2.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 35,990 | $7.49M | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 35,607 | $7.41M | 0.01% | +289+0.8% | Added |
| Royal London Asset Management Ltd | 35,387 | $7.36M | 0.02% | +177+0.5% | Added |
| Treasurer of the State of North Carolina | 35,242 | $7.33M | 0.04% | +133+0.4% | Added |
| Nisa Investment Advisors, LLC | 35,183 | $7.32M | 0.06% | +825+2.4% | Added |
| Storebrand Asset Management AS | 34,407 | $7.16M | 0.03% | −5,555−13.9% | Reduced |
| Varma Mutual Pension Insurance Co | 34,368 | $7.15M | 0.09% | +1,000+3.0% | Added |
| Railway Pension Investments Ltd | 33,761 | $7.02M | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 33,444 | $6.96M | 0.01% | +5,615+20.2% | Added |
| Northstar Asset Management Inc | 33,408 | $6.95M | 2.22% | +212+0.6% | Added |
| Meritage Portfolio Management | 33,396 | $6.95M | 0.51% | −357−1.1% | Reduced |
| Wells Fargo & Company | 32,909 | $6.85M | 0.00% | −28,788−46.7% | Reduced |
| Asset Management One Co.,Ltd. | 31,823 | $6.62M | 0.03% | +1,137+3.7% | Added |
| FIL Ltd | 30,971 | $6.44M | 0.01% | +2,981+10.7% | Added |
| Public Employees Retirement System of Ohio | 30,807 | $6.41M | 0.03% | −3,413−10.0% | Reduced |
| Thrivent Financial for Lutherans | 30,783 | $6.40M | 0.02% | −8,547−21.7% | Reduced |
| Advisor Group Holdings, Inc. | 29,623 | $6.16M | 0.01% | +14,958+102.0% | Added |
| Voya Investment Management LLC | 28,549 | $5.94M | 0.01% | −742−2.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,418 | $5.91M | 0.08% | +4,200+17.3% | Added |
| Independent Advisor Alliance | 28,197 | $5.87M | 0.27% | +49+0.2% | Added |
| The PNC Financial Services Group, Inc. | 27,278 | $5.67M | 0.00% | +11,850+76.8% | Added |
| Mirova | 26,647 | $5.54M | 1.12% | +12,936+94.3% | Added |
| Canada Pension Plan Investment Board | 26,165 | $5.44M | 0.01% | −2,600−9.0% | Reduced |
| Carderock Capital Management Inc | 24,806 | $5.16M | 1.73% | +5,978+31.8% | Added |
| Churchill Management Corp | 24,632 | $5.12M | 0.09% | −274−1.1% | Reduced |
| CIBC Asset Management Inc | 24,621 | $5.12M | 0.02% | −282−1.1% | Reduced |
| Franklin Street Advisors Inc | 24,125 | $5.02M | 0.44% | 00.0% | Unchanged |
| Formuepleje A/S | 23,967 | $4.99M | 0.46% | +359+1.5% | Added |
| KBC Group NV | 23,706 | $4.93M | 0.02% | −11,315−32.3% | Reduced |
| Korea Investment CORP | 23,703 | $4.93M | 0.01% | −2,624−10.0% | Reduced |
| Verition Fund Management LLC | 23,099 | $4.81M | 0.06% | −9,163−28.4% | Reduced |
| Captrust Financial Advisors | 22,497 | $4.68M | 0.02% | +16,236+259.3% | Added |
| Citadel Advisors LLC | 21,229 | $4.42M | 0.00% | −218,521−91.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 21,027 | $4.37M | 0.11% | +21,027 | New |
| GHP Investment Advisors, Inc. | 21,750 | $4.36M | 0.27% | −383−1.7% | Reduced |
| Jane Street Group, LLC | 20,819 | $4.33M | 0.01% | −1,235−5.6% | Reduced |
| State of Michigan Retirement System | 20,680 | $4.30M | 0.03% | −100−0.5% | Reduced |
| UBS Group AG | 20,649 | $4.30M | 0.00% | −93,461−81.9% | Reduced |
| Arizona State Retirement System | 20,619 | $4.29M | 0.04% | −50.0% | Reduced |
| American International Group, Inc. | 20,370 | $4.24M | 0.03% | −407−2.0% | Reduced |
| M&T Bank Corp | 20,249 | $4.21M | 0.02% | −156−0.8% | Reduced |
| Amalgamated Bank | 20,159 | $4.19M | 0.04% | +525+2.7% | Added |
| IFM Investors Pty Ltd | 20,051 | $4.17M | 0.05% | +731+3.8% | Added |
| Vontobel Holding Ltd. | 19,381 | $4.03M | 0.04% | −7,405−27.6% | Reduced |
| Southernsun Asset Management, LLC | 19,301 | $4.01M | 0.47% | −344−1.8% | Reduced |
| TownSquare Capital, LLC | 19,084 | $3.97M | 0.07% | −638−3.2% | Reduced |
| Nomura Asset Management Co Ltd | 18,990 | $3.95M | 0.02% | −325−1.7% | Reduced |
| MetLife Investment Management | 18,954 | $3.94M | 0.03% | −484−2.5% | Reduced |
| Prudential PLC | 18,896 | $3.93M | 0.05% | +14,716+352.1% | Added |
| Regions Financial Corp | 18,720 | $3.89M | 0.04% | −1,379−6.9% | Reduced |
| National Bank of Canada | 18,805 | $3.89M | 0.01% | +3,543+23.2% | Added |
| Oppenheimer Asset Management Inc. | 18,618 | $3.87M | 0.06% | +1,816+10.8% | Added |