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, Q4 2023
Institutional positions in Idex Corp as of Dec 31, 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
- 621
- +11 vs. Q3 2023
- Shares held
- 74.1M
- −126.3K (−0.2%) vs. Q3 2023
- Total value
- $16.1B
- +$640.5M (+4.1%) vs. Q3 2023
- New holders
- 80
- 201 more added
- Sold out
- 69
- 244 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,180,201 | $1.99B | 0.04% | −14,308−0.2% | Reduced |
| Price T Rowe Associates Inc | 7,409,706 | $1.61B | 0.22% | +833,772+12.7% | Added |
| BlackRock Inc. | 6,068,327 | $1.32B | 0.03% | +103,903+1.7% | Added |
| State Street Corp | 2,991,611 | $649.5M | 0.03% | +39,052+1.3% | Added |
| Morgan Stanley | 2,516,130 | $546.3M | 0.05% | +261,937+11.6% | Added |
| Wellington Management Group LLP | 2,219,226 | $481.8M | 0.09% | −12,053−0.5% | Reduced |
| Impax Asset Management Group plc | 2,190,741 | $475.6M | 1.91% | +84,502+4.0% | Added |
| Pictet Asset Management Holding SA | 1,848,751 | $401.4M | 0.44% | +24,374+1.3% | Added |
| Geode Capital Management, LLC | 1,747,932 | $378.5M | 0.04% | +31,340+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,693,253 | $367.6M | 0.24% | +19,191+1.1% | Added |
| Amundi | 1,695,764 | $360.4M | 0.16% | +413,271+32.2% | Added |
| Barclays PLC | 1,141,310 | $247.8M | 0.13% | −2,273−0.2% | Reduced |
| Champlain Investment Partners, LLC | 1,105,341 | $240.0M | 1.42% | −37,475−3.3% | Reduced |
| Norges Bank | 1,093,571 | $237.4M | 0.04% | +158,687+17.0% | Added |
| Invesco Ltd. | 1,083,193 | $235.2M | 0.06% | +62,624+6.1% | Added |
| JPMorgan Chase & Co | 1,024,541 | $222.4M | 0.02% | −32,567−3.1% | Reduced |
| Brown Advisory Inc | 910,860 | $197.8M | 0.28% | −564,755−38.3% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 781,172 | $169.6M | 1.05% | +631,172+420.8% | Added |
| Fenimore Asset Management Inc | 775,060 | $168.3M | 3.91% | +1,648+0.2% | Added |
| Northern Trust Corp | 749,814 | $162.8M | 0.03% | −35,902−4.6% | Reduced |
| King Luther Capital Management Corp | 634,408 | $137.7M | 0.66% | −7,971−1.2% | Reduced |
| FMR LLC | 623,752 | $135.4M | 0.01% | −16,882−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 608,744 | $132.2M | 0.03% | +15,202+2.6% | Added |
| Bank of New York Mellon Corp | 572,310 | $124.3M | 0.03% | −13,262−2.3% | Reduced |
| Legal & General Group Plc | 523,869 | $113.7M | 0.04% | −34,109−6.1% | Reduced |
| UBS Asset Management Americas Inc | 513,633 | $111.5M | 0.04% | +96,262+23.1% | Added |
| Goldman Sachs Group Inc | 492,810 | $107.0M | 0.02% | +81,780+19.9% | Added |
| Bank of America Corp | 469,504 | $101.9M | 0.01% | −27,635−5.6% | Reduced |
| Fisher Asset Management, LLC | 429,021 | $93.1M | 0.05% | +15,633+3.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 416,023 | $90.3M | 0.18% | −16,170−3.7% | Reduced |
| Ceredex Value Advisors LLC | 411,493 | $89.3M | 1.55% | −21,922−5.1% | Reduced |
| First Trust Advisors LP | 410,404 | $89.1M | 0.10% | +58,571+16.6% | Added |
| Snyder Capital Management L P | 379,786 | $87.9M | 1.98% | −94,397−19.9% | Reduced |
| CCLA Investment Management Ltd | 395,511 | $85.9M | 1.41% | +2,334+0.6% | Added |
| Ameriprise Financial Inc | 394,315 | $85.6M | 0.03% | +25,466+6.9% | Added |
| Bamco Inc | 385,756 | $83.8M | 0.22% | −10,000−2.5% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 383,997 | $83.4M | 0.35% | −5,011−1.3% | Reduced |
| Baird Financial Group, Inc. | 380,728 | $82.7M | 0.19% | +2,707+0.7% | Added |
| Allianz Asset Management GmbH | 380,714 | $82.7M | 0.15% | −44,474−10.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 376,272 | $81.7M | 0.23% | +151,161+67.1% | Added |
| Westfield Capital Management Co LP | 370,805 | $80.5M | 0.47% | +10,742+3.0% | Added |
| Dimensional Fund Advisors LP | 369,268 | $80.2M | 0.02% | +20,785+6.0% | Added |
| Qube Research & Technologies Ltd | 365,173 | $79.3M | 0.18% | +280,640+332.0% | Added |
| Two Sigma Investments, LP | 364,859 | $79.2M | 0.19% | +50,452+16.0% | Added |
| State Farm Mutual Automobile Insurance Co | 335,939 | $72.9M | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 335,588 | $72.9M | 0.06% | +699+0.2% | Added |
| Primecap Management Co | 324,380 | $70.4M | 0.06% | −8,790−2.6% | Reduced |
| Two Sigma Advisers, LP | 320,200 | $69.5M | 0.16% | +101,900+46.7% | Added |
| Public Employees Retirement Association of Colorado | 313,725 | $68.1M | 0.31% | −359−0.1% | Reduced |
| GW&K Investment Management, LLC | 295,530 | $64.2M | 0.60% | −11,512−3.7% | Reduced |
| Schroder Investment Management Group | 293,801 | $63.8M | 0.08% | −55,744−15.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 284,658 | $61.8M | 3.83% | +1,767+0.6% | Added |
| Robeco Schweiz AG | 276,026 | $59.9M | 1.01% | −4,350−1.6% | Reduced |
| California Public Employees Retirement System | 269,023 | $58.4M | 0.04% | +5,093+1.9% | Added |
| Citadel Advisors LLC | 252,467 | $54.8M | 0.06% | +231,238+1,089.3% | Added |
| HSBC Holdings PLC | 250,200 | $54.3M | 0.05% | −52,304−17.3% | Reduced |
| Deutsche Bank AG | 248,765 | $54.0M | 0.03% | +4,155+1.7% | Added |
| Swiss National Bank | 236,400 | $51.3M | 0.04% | −6,700−2.8% | Reduced |
| Nuveen Asset Management, LLC | 235,438 | $51.1M | 0.02% | +27,061+13.0% | Added |
| Gabelli Funds LLC | 234,250 | $50.9M | 0.39% | −7,000−2.9% | Reduced |
| Credit Suisse AG | 233,504 | $50.7M | 0.05% | +16,875+7.8% | Added |
| Port Capital LLC | 231,038 | $50.2M | 2.80% | −22,092−8.7% | Reduced |
| Maren Capital LLC | 229,326 | $49.8M | 6.38% | +229,326 | New |
| Premier Fund Managers Ltd | 220,000 | $47.8M | 2.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 201,152 | $43.7M | 0.33% | +106,431+112.4% | Added |
| Capital World Investors | 200,000 | $43.4M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 197,319 | $42.8M | 0.02% | +12,600+6.8% | Added |
| Gamco Investors, Inc. Et Al | 191,928 | $41.7M | 0.44% | −5,600−2.8% | Reduced |
| Assenagon Asset Management S.A. | 189,143 | $41.1M | 0.13% | +186,082+6,079.1% | Added |
| CIBC Private Wealth Group, LLC | 188,432 | $40.9M | 0.09% | +2,371+1.3% | Added |
| Degroof Petercam Asset Management | 183,952 | $39.9M | 0.53% | +183,952 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 180,554 | $39.2M | 0.03% | −1,297−0.7% | Reduced |
| Rhumbline Advisers | 178,309 | $38.7M | 0.04% | +7,669+4.5% | Added |
| Ensign Peak Advisors, Inc | 163,921 | $35.6M | 0.07% | +42,309+34.8% | Added |
| TD Asset Management Inc | 144,916 | $31.5M | 0.03% | +5,476+3.9% | Added |
| Nordea Investment Management AB | 135,825 | $29.6M | 0.04% | +125,348+1,196.4% | Added |
| Royal Bank of Canada | 133,274 | $28.9M | 0.01% | −36,861−21.7% | Reduced |
| Northwest & Ethical Investments L.P. | 129,692 | $28.2M | 0.87% | +10,553+8.9% | Added |
| Envestnet Asset Management Inc | 127,525 | $27.7M | 0.01% | −57,701−31.2% | Reduced |
| Geneva Capital Management LLC | 121,388 | $26.4M | 0.50% | −4,316−3.4% | Reduced |
| California State Teachers Retirement System | 117,252 | $25.5M | 0.04% | +2,267+2.0% | Added |
| Alliancebernstein L.P. | 117,025 | $25.4M | 0.01% | −1,141,325−90.7% | Reduced |
| National Pension Service | 116,997 | $25.4M | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,132 | $25.2M | 0.10% | −8,167−6.6% | Reduced |
| AXA S.A. | 109,435 | $23.8M | 0.08% | +12,448+12.8% | Added |
| SEI Investments Co | 105,062 | $22.8M | 0.04% | −15,691−13.0% | Reduced |
| Tudor Investment Corp Et Al | 102,493 | $22.3M | 0.31% | +49,161+92.2% | Added |
| New York State Common Retirement Fund | 102,374 | $22.2M | 0.03% | −1,181−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 101,384 | $22.2M | 0.05% | −4,059−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 98,486 | $21.4M | 0.04% | +23,300+31.0% | Added |
| D. E. Shaw & Co., Inc. | 97,904 | $21.3M | 0.03% | −5,635−5.4% | Reduced |
| Principal Financial Group Inc | 93,622 | $20.3M | 0.01% | −1,634−1.7% | Reduced |
| AE Wealth Management LLC | 93,904 | $19.6M | 0.10% | +19,306+25.9% | Added |
| Harvey Investment Co LLC | 89,809 | $19.5M | 2.36% | +250.0% | Added |
| Thrivent Financial for Lutherans | 89,528 | $19.4M | 0.04% | +58,745+190.8% | Added |
| State Board of Administration of Florida Retirement System | 83,282 | $18.1M | 0.04% | +2,592+3.2% | Added |
| Bank of Montreal | 77,771 | $16.9M | 0.01% | +23,205+42.5% | Added |
| Kempen Capital Management N.V. | 76,892 | $16.7M | 0.23% | +76,892 | New |
| Raymond James & Associates | 76,465 | $16.6M | 0.01% | +7,684+11.2% | Added |
| Ensemble Capital Management, LLC | 75,778 | $16.5M | 1.46% | +10,650+16.4% | Added |