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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
Pekin Hardy Strauss, Inc.2,250$468.0K0.07%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,210$459.7K0.03%+49+2.3%Added
Achmea Investment Management B.V.2,152$448.0K0.01%−236−9.9%Reduced
Oak Thistle LLC2,108$438.5K0.13%+2,108New
HBK Sorce Advisory LLC2,102$437.4K0.02%−72−3.3%Reduced
SRB Corp2,098$436.4K0.03%00.0%Unchanged
Banque Cantonale Vaudoise2,007$418.0K0.02%−693−25.7%Reduced
Alberta Investment Management Corp2,000$416.0K0.00%−161−7.5%Reduced
Welch Group, LLC2,000$416.0K0.02%00.0%Unchanged
Voya Financial Advisors, Inc.1,965$410.8K0.05%−266−11.9%Reduced
Seven Eight Capital, LP1,940$403.6K0.05%−792−29.0%Reduced
Heartland Bank & Trust Co1,908$396.9K0.31%+22+1.2%Added
Dearborn Partners LLC1,903$395.9K0.02%00.0%Unchanged
Kepos Capital LP1,892$394.0K0.07%00.0%Unchanged
Machina Capital S.A.S.1,861$387.1K0.22%−2,180−53.9%Reduced
Fifth Third Bancorp1,780$370.3K0.00%+111+6.7%Added
Axq Capital, LP1,761$366.3K0.13%+1,761New
Phoenix Holdings Ltd.1,738$365.2K0.01%+164+10.4%Added
Centiva Capital, LP1,743$362.6K0.02%−7,495−81.1%Reduced
Sherbrooke Park Advisers LLC1,737$361.3K0.12%−163−8.6%Reduced
CWM, LLC1,719$358.0K0.00%+52+3.1%Added
Old National Bancorp1,711$355.9K0.01%−1,088−38.9%Reduced
Arthur M. Cohen & Associates, LLC1,700$353.6K0.09%00.0%Unchanged
Cooper Financial Group1,688$351.2K0.08%+86+5.4%Added
Bridgefront Capital, LLC1,658$344.9K0.24%−2,513−60.2%Reduced
MQS Management LLC1,654$344.1K0.21%−784−32.2%Reduced
Atria Wealth Solutions, Inc.1,638$340.7K0.00%−78−4.5%Reduced
Stock Yards Bank & Trust Co1,633$339.7K0.01%−48−2.9%Reduced
Estabrook Capital Management1,600$332.8K0.06%00.0%Unchanged
V-Square Quantitative Management LLC1,584$329.5K0.15%+959+153.4%Added
Nilsine Partners, LLC1,572$327.0K0.05%+2+0.1%Added
Alliance Wealth Advisors, LLC1,571$326.8K0.12%+9+0.6%Added
Lincoln National Corp1,564$325.3K0.01%+104+7.1%Added
Change Path, LLC1,543$321.0K0.02%+1,543New
TD Waterhouse Canada Inc.1,547$319.9K0.00%−63−3.9%Reduced
NBC Securities, Inc.1,511$314.0K0.03%+1,511New
Tokio Marine Asset Management Co Ltd1,507$313.5K0.02%+211+16.3%Added
Cetera Investment Advisers1,483$308.6K0.00%−605−29.0%Reduced
Oarsman Capital, Inc.1,467$305.2K0.13%+376+34.5%Added
Hilltop Holdings Inc.1,463$304.3K0.04%+1,463New
RMR Wealth Builders1,437$298.9K0.05%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.1,423$296.0K0.02%−58−3.9%Reduced
Walleye Capital LLC1,421$295.6K0.00%+1,421New
Checchi Capital Advisers, LLC1,419$295.2K0.03%−76−5.1%Reduced
Advisory Alpha, LLC1,410$293.3K0.02%00.0%Unchanged
Raymond James Trust N.A.1,410$293.3K0.01%+235+20.0%Added
Wallington Asset Management, LLC1,400$291.0K0.05%00.0%Unchanged
Kinneret Advisory, LLC1,393$289.8K0.04%00.0%Unchanged
Kestra Private Wealth Services, LLC1,358$282.5K0.01%+23+1.7%Added
Walleye Trading LLC1,353$281.5K0.01%−25−1.8%Reduced
Legacy Wealth Asset Management, LLC1,327$276.0K0.10%−26−1.9%Reduced
Marble Harbor Investment Counsel, LLC1,311$272.8K0.04%00.0%Unchanged
LGT Group Foundation1,194$271.7K0.01%+1,194New
Bleakley Financial Group, LLC1,302$270.9K0.01%−137−9.5%Reduced
Sawtooth Solutions, LLC1,302$270.9K0.01%−135−9.4%Reduced
Concentric Capital Strategies, LP1,273$264.8K0.03%+1,273New
Lakeview Capital Partners, LLC1,270$264.2K0.05%00.0%Unchanged
Jacobson & Schmitt Advisors, LLC1,242$258.4K0.07%+59+5.0%Added
Procyon Private Wealth Partners, LLC1,235$256.9K0.03%−1−0.1%Reduced
Wedmont Private Capital1,219$253.7K0.03%+16+1.3%Added
HB Wealth Management, LLC1,218$253.4K0.00%+1,218New
YHB Investment Advisors, Inc.1,214$252.5K0.02%00.0%Unchanged
Wahed Invest LLC1,193$248.2K0.08%+100+9.1%Added
Centerpoint Advisors, LLC1,186$247.0K0.10%00.0%Unchanged
PEAK6 Investments LLC1,162$241.7K0.01%−329−22.1%Reduced
Ieq Capital, LLC1,160$241.4K0.00%+148+14.6%Added
Canandaigua National Bank & Trust Co1,145$238.2K0.04%+136+13.5%Added
Connecticut Wealth Management, LLC1,142$237.6K0.02%00.0%Unchanged
Greenleaf Trust1,115$231.9K0.00%+16+1.5%Added
Covenant Partners, LLC1,107$230.3K0.08%−85−7.1%Reduced
GTS Securities LLC1,092$227.2K0.00%−100−8.4%Reduced
Argent Trust Co1,088$226.3K0.01%−105−8.8%Reduced
Fund Management at Engine No. 1 LLC1,081$224.9K0.04%+97+9.9%Added
Comerica Securities,inc.1,070$222.6K0.02%−169−13.6%Reduced
Horizon Investments, LLC1,063$220.4K0.01%+15+1.4%Added
Virtue Capital Management, LLC1,019$214.9K0.04%00.0%Unchanged
Earnest Partners LLC1,025$213.2K0.00%+986+2,528.2%Added
Values First Advisors, Inc.1,024$213.1K0.14%−336−24.7%Reduced
Wallace Advisory Group, LLC988$212.7K0.15%−22−2.2%Reduced
Cobblestone Capital Advisors LLC1,012$210.5K0.02%00.0%Unchanged
Bessemer Group Inc997$209.0K0.00%+31+3.2%Added
Paradigm Asset Management Co LLC1,000$208.0K0.06%00.0%Unchanged
Grandfield & Dodd, LLC982$204.3K0.02%−30−3.0%Reduced
GW Henssler & Associates Ltd981$204.1K0.01%+981New
XTX Topco Ltd980$203.9K0.03%+980New
PFG Investments, LLC979$203.6K0.04%+979New
Studio Investment Management LLC977$203.2K0.06%−841−46.3%Reduced
Siemens Fonds Invest GmbH972$202.2K0.02%+972New
OneAscent Financial Services LLC960$200.0K0.05%−328−25.5%Reduced
Global Retirement Partners, LLC944$196.7K0.01%+72+8.3%Added
BluePath Capital Management, LLC913$190.0K0.17%+913New
Ameritas Investment Partners, Inc.896$186.4K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.879$183.0K0.01%−25−2.8%Reduced
State of Wyoming871$181.2K0.04%+311+55.5%Added
Operose Advisors LLC870$181.0K0.07%+870New
Penserra Capital Management LLC818$168.0K0.00%−47−5.4%Reduced
Andra AP-fonden800$166.4K0.01%−21,300−96.4%Reduced
Park Place Capital Corp742$154.4K0.05%−161−17.8%Reduced
Ronald Blue Trust, Inc.701$151.0K0.00%+50+7.7%Added
Capstone Investment Advisors, LLC719$149.6K0.00%+719New