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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 5,400 | $1.12M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,400 | $1.12M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,352 | $1.11M | 0.03% | −749−12.3% | Reduced |
| JustInvest LLC | 5,230 | $1.09M | 0.03% | +295+6.0% | Added |
| Hartford Investment Management Co | 5,220 | $1.09M | 0.04% | −132−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,102 | $1.06M | 0.03% | −3,348−39.6% | Reduced |
| Illinois Municipal Retirement Fund | 5,101 | $1.06M | 0.02% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 5,091 | $1.06M | 0.24% | +655+14.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,037 | $1.05M | 0.00% | +20+0.4% | Added |
| Pinebridge Investments, L.P. | 4,845 | $1.01M | 0.01% | −2,081−30.0% | Reduced |
| Schechter Investment Advisors, LLC | 4,794 | $997.2K | 0.10% | −30−0.6% | Reduced |
| Alps Advisors Inc | 4,791 | $996.6K | 0.01% | +3,345+231.3% | Added |
| Louisiana State Employees Retirement System | 4,700 | $977.7K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,692 | $976.0K | 0.03% | +150+3.3% | Added |
| North Star Investment Management Corp. | 4,686 | $974.8K | 0.08% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 4,603 | $957.5K | 0.03% | −190−4.0% | Reduced |
| Albert D Mason Inc | 4,471 | $930.0K | 0.67% | −45−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,443 | $923.9K | 0.01% | +2,089+88.7% | Added |
| Sciencast Management LP | 4,386 | $912.4K | 0.41% | +661+17.7% | Added |
| Hancock Whitney Corp | 4,385 | $912.2K | 0.04% | −278−6.0% | Reduced |
| Commonwealth Equity Services, LLC | 4,289 | $892.0K | 0.00% | +53+1.3% | Added |
| Creative Planning | 4,284 | $891.2K | 0.00% | +116+2.8% | Added |
| CIBC World Markets Corp | 4,173 | $868.1K | 0.01% | −4,682−52.9% | Reduced |
| Cresset Asset Management, LLC | 4,134 | $859.8K | 0.01% | +401+10.7% | Added |
| Duncker Streett & Co Inc | 4,030 | $838.4K | 0.20% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,028 | $837.9K | 0.00% | −101−2.4% | Reduced |
| Kenfarb & Co. | 4,009 | $833.9K | 0.76% | −70−1.7% | Reduced |
| Mairs & Power Inc | 4,000 | $832.1K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,981 | $828.0K | 0.00% | +120+3.1% | Added |
| Gateway Investment Advisers LLC | 3,973 | $826.5K | 0.01% | −269−6.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 3,958 | $823.3K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,957 | $823.1K | 0.13% | +1,583+66.7% | Added |
| Ethic Inc. | 3,906 | $812.5K | 0.03% | +933+31.4% | Added |
| New Mexico Educational Retirement Board | 3,900 | $811.0K | 0.03% | +200+5.4% | Added |
| Simmons Bank | 3,897 | $810.7K | 0.07% | −349−8.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $802.7K | 0.02% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,836 | $798.0K | 0.29% | −36−0.9% | Reduced |
| Ossiam | 3,808 | $792.1K | 0.01% | +1,558+69.2% | Added |
| Toews Corp | 3,800 | $790.5K | 0.48% | +3,800 | New |
| Altshuler Shaham Ltd | 3,796 | $789.6K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,695 | $769.0K | 0.00% | +914+32.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,683 | $766.2K | 0.08% | −10−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,649 | $759.1K | 0.01% | −1,244−25.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,648 | $758.9K | 0.01% | +1,582+76.6% | Added |
| Sepio Capital, LP | 3,623 | $753.7K | 0.07% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 3,611 | $751.2K | 0.03% | +97+2.8% | Added |
| Edentree Asset Management Ltd | 3,595 | $747.7K | 0.29% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 3,546 | $737.6K | 0.05% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,513 | $730.8K | 0.44% | −47−1.3% | Reduced |
| Park Avenue Securities LLC | 3,509 | $730.0K | 0.01% | +3,509 | New |
| USA Financial Portformulas Corp | 3,483 | $724.5K | 1.08% | 00.0% | Unchanged |
| Keybank National Association | 3,418 | $711.0K | 0.00% | +31+0.9% | Added |
| Fagan Associates, Inc. | 3,410 | $709.3K | 0.17% | 00.0% | Unchanged |
| Blair William & Co | 3,401 | $707.5K | 0.00% | −265−7.2% | Reduced |
| E. Ohman J:or Asset Management AB | 3,400 | $707.3K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,318 | $691.1K | 0.00% | +243+7.9% | Added |
| Unigestion Holding SA | 3,296 | $689.1K | 0.04% | +616+23.0% | Added |
| Engineers Gate Manager LP | 3,283 | $682.9K | 0.03% | −54,734−94.3% | Reduced |
| Lloyd Advisory Services, LLC. | 3,276 | $681.5K | 0.23% | +3,276 | New |
| Norden Group LLC | 3,276 | $681.5K | 0.23% | +3,276 | New |
| Segment Wealth Management, LLC | 3,221 | $670.0K | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,200 | $665.7K | 0.06% | +229+7.7% | Added |
| APG Asset Management N.V. | 3,161 | $657.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,128 | $650.7K | 0.03% | −166−5.0% | Reduced |
| Bahl & Gaynor Inc | 3,069 | $638.4K | 0.00% | −131−4.1% | Reduced |
| Assenagon Asset Management S.A. | 3,061 | $636.7K | 0.00% | −8,931−74.5% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $604.7K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,890 | $601.2K | 0.00% | −630−17.9% | Reduced |
| Apollon Wealth Management, LLC | 2,878 | $598.8K | 0.03% | +18+0.6% | Added |
| First Pacific Financial | 2,855 | $593.9K | 0.26% | −98−3.3% | Reduced |
| Everence Capital Management Inc | 2,840 | $591.0K | 0.05% | −2,890−50.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,812 | $585.0K | 0.05% | +99+3.6% | Added |
| Magnetar Financial LLC | 2,786 | $579.5K | 0.01% | −8,540−75.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,766 | $575.4K | 0.61% | +56+2.1% | Added |
| Holocene Advisors, LP | 2,721 | $566.0K | 0.00% | +2,721 | New |
| Hikari Power Ltd | 2,710 | $564.0K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 2,653 | $551.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,602 | $541.3K | 0.01% | −25−1.0% | Reduced |
| Norinchukin Bank, The | 2,594 | $539.6K | 0.01% | −933−26.5% | Reduced |
| Kestra Advisory Services, LLC | 2,576 | $535.9K | 0.01% | +596+30.1% | Added |
| Caisse de Depot Et Placement du Quebec | 2,558 | $532.1K | 0.00% | −2,142−45.6% | Reduced |
| Symmetry Partners, LLC | 2,501 | $520.0K | 0.03% | −206−7.6% | Reduced |
| Vident Advisory, LLC | 2,489 | $517.8K | 0.02% | +2,489 | New |
| Pathstone Family Office, LLC | 2,484 | $516.7K | 0.00% | +1,069+75.5% | Added |
| Empirical Finance, LLC | 2,478 | $515.5K | 0.04% | +254+11.4% | Added |
| Sonen Capital LLC | 2,457 | $511.1K | 1.00% | +716+41.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,430 | $505.5K | 0.00% | +163+7.2% | Added |
| Baker Tilly Wealth Management, LLC | 2,401 | $499.5K | 0.08% | −99−4.0% | Reduced |
| Occudo Quantitative Strategies LP | 2,400 | $499.2K | 0.06% | −7,420−75.6% | Reduced |
| Boston Private Wealth LLC | 2,385 | $496.1K | 0.01% | −242−9.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,385 | $496.1K | 0.01% | +2+0.1% | Added |
| Wetherby Asset Management Inc | 2,371 | $493.2K | 0.03% | −356−13.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,364 | $492.0K | 0.01% | −40,690−94.5% | Reduced |
| Guinness Asset Management LTD | 2,360 | $490.9K | 0.01% | +65+2.8% | Added |
| We Are One Seven, LLC | 2,328 | $484.3K | 0.04% | −35−1.5% | Reduced |
| Burney Co | 2,300 | $478.4K | 0.02% | −85−3.6% | Reduced |
| Private Advisor Group, LLC | 2,272 | $472.6K | 0.00% | +1,050+85.9% | Added |
| Portside Wealth Group, LLC | 2,264 | $471.0K | 0.09% | −4−0.2% | Reduced |
| Brown Shipley& Co Ltd | 2,263 | $470.7K | 0.26% | +192+9.3% | Added |
| Beck Mack & Oliver LLC | 2,250 | $468.0K | 0.01% | 00.0% | Unchanged |