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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 711 | $147.9K | 0.00% | +711 | New |
| Ci Investments Inc. | 698 | $145.0K | 0.00% | +22+3.3% | Added |
| Godsey & Gibb Associates | 650 | $135.2K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 622 | $129.4K | 0.00% | −2−0.3% | Reduced |
| UniSuper Management Pty Ltd | 600 | $124.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 594 | $123.6K | 0.00% | +47+8.6% | Added |
| Huntington National Bank | 584 | $121.5K | 0.00% | +32+5.8% | Added |
| Tobam | 582 | $121.0K | 0.01% | +582 | New |
| Natixis Investment Managers International | 554 | $115.2K | 0.01% | −36−6.1% | Reduced |
| Umb Bank N A | 531 | $110.5K | 0.00% | −84−13.7% | Reduced |
| Acadian Asset Management LLC | 527 | $109.0K | 0.00% | −4,609−89.7% | Reduced |
| Quadrant Capital Group LLC | 518 | $107.8K | 0.01% | +19+3.8% | Added |
| Alta Advisers Ltd | 500 | $104.0K | 0.06% | −100−16.7% | Reduced |
| Central Trust Co | 496 | $103.2K | 0.00% | +5+1.0% | Added |
| First Horizon Advisors, Inc. | 492 | $102.3K | 0.00% | −3−0.6% | Reduced |
| IFP Advisors, Inc | 478 | $99.4K | 0.00% | −44−8.4% | Reduced |
| Dougherty Wealth Advisers LLC | 473 | $98.4K | 0.11% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 447 | $93.0K | 0.00% | +147+49.0% | Added |
| Sentry Investment Management LLC | 436 | $91.0K | 0.04% | −63−12.6% | Reduced |
| Eagle Bay Advisors LLC | 433 | $90.0K | 0.04% | +72+19.9% | Added |
| Brown Brothers Harriman & Co | 415 | $86.3K | 0.00% | +15+3.8% | Added |
| Orion Capital Management LLC | 413 | $85.9K | 0.06% | +413 | New |
| Quent Capital, LLC | 407 | $84.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $83.2K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 349 | $72.6K | 0.00% | −3−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 339 | $70.5K | 0.00% | −292−46.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 339 | $70.5K | 0.00% | +80+30.9% | Added |
| Column Capital Advisors, LLC | 317 | $65.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 310 | $64.5K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 309 | $64.3K | 0.01% | −2,228−87.8% | Reduced |
| Covestor Ltd | 306 | $64.0K | 0.05% | +48+18.6% | Added |
| Clearstead Advisors, LLC | 292 | $60.7K | 0.00% | −131−31.0% | Reduced |
| Smithfield Trust Co | 277 | $57.0K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 250 | $52.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 216 | $44.9K | 0.00% | −8−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 207 | $43.1K | 0.00% | +43+26.2% | Added |
| Northwestern Mutual Wealth Management Co | 202 | $42.0K | 0.00% | +69+51.9% | Added |
| Lindbrook Capital, LLC | 189 | $39.3K | 0.00% | −9−4.5% | Reduced |
| Strengthening Families & Communities, LLC | 186 | $39.0K | 0.02% | +18+10.7% | Added |
| TD Private Client Wealth LLC | 174 | $36.2K | 0.00% | −26−13.0% | Reduced |
| Whittier Trust Co | 156 | $32.5K | 0.00% | +5+3.3% | Added |
| Massmutual Trust Co FSB | 156 | $32.5K | 0.00% | +43+38.1% | Added |
| Pinnacle Bancorp, Inc. | 150 | $31.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $31.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 142 | $29.5K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 141 | $29.4K | 0.00% | −77−35.3% | Reduced |
| DT Investment Partners, LLC | 136 | $28.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 131 | $27.3K | 0.01% | +15+12.9% | Added |
| Lazard Asset Management LLC | 136 | $27.0K | 0.00% | +4+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $23.3K | 0.01% | −3−2.6% | Reduced |
| Barrett & Company, Inc. | 105 | $21.8K | 0.01% | +105 | New |
| Harvest Fund Management Co., Ltd | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $20.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $20.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 92 | $19.1K | 0.00% | −2−2.1% | Reduced |
| IMA Wealth, Inc. | 88 | $18.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 88 | $18.3K | 0.00% | +30+51.7% | Added |
| Millburn Ridgefield Corp | 88 | $18.3K | 0.00% | +88 | New |
| Catalyst Capital Advisors LLC | 88 | $18.3K | 0.00% | +88 | New |
| Caldwell Trust Co | 85 | $17.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $16.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 75 | $15.6K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $15.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 70 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 65 | $13.5K | 0.01% | +9+16.1% | Added |
| Essex Investment Management Co LLC | 62 | $12.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 60 | $12.5K | 0.02% | +60 | New |
| GWM Advisors LLC | 58 | $12.1K | 0.00% | +6+11.5% | Added |
| Steward Financial Group LLC | 62 | $12.0K | 0.00% | +62 | New |
| Webster Bank, N. A. | 54 | $11.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $11.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $10.8K | 0.00% | −10−16.1% | Reduced |
| SOA Wealth Advisors, LLC. | 51 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $9.98K | 0.00% | +7+17.1% | Added |
| Baystate Wealth Management LLC | 46 | $9.57K | 0.00% | +46 | New |
| Abound Wealth Management | 43 | $8.95K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $8.53K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 40 | $8.32K | 0.00% | −3−7.0% | Reduced |
| Creative Financial Designs Inc | 40 | $8.32K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 40 | $8.32K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 39 | $8.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 38 | $7.91K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $7.49K | 0.00% | +36 | New |
| Cherry Tree Wealth Management, LLC | 35 | $7.28K | 0.00% | −2−5.4% | Reduced |
| Colonial Trust Advisors | 35 | $7.28K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 33 | $6.87K | 0.00% | +10+43.5% | Added |
| Prestige Wealth Management Group LLC | 30 | $6.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $6.03K | 0.00% | −2−6.5% | Reduced |
| Simplex Trading, LLC | 26 | $5.00K | 0.00% | −143−84.6% | Reduced |
| Red Tortoise LLC | 20 | $4.16K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $4.16K | 0.00% | +9+81.8% | Added |
| MV Capital Management, Inc. | 19 | $3.95K | 0.00% | +1+5.6% | Added |
| Private Trust Co NA | 16 | $3.33K | 0.00% | −61−79.2% | Reduced |
| Delta Asset Management LLC | 15 | $3.12K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.10K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.91K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $2.71K | 0.00% | +6+85.7% | Added |