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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.

Q4 2023 vs. Q3 2023

How the institutions holding Idex Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of IEX: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders62010621+11
Shares74.3M28.6K74.1M−126.3K (−0.2%)
Value$15.5B$5.94M$16.1B+$640.5M (+4.1%)

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held Idex Corp at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to IEX in Q4 2023
InstitutionSharesValue% of portfolio
Maren Capital LLC229,326$49.8M6.38%
Degroof Petercam Asset Management183,952$39.9M0.53%
Kempen Capital Management N.V.76,892$16.7M0.23%
Jump Financial, LLC13,730$2.98M0.10%
FORA Capital, LLC13,724$2.98M0.26%
Edgestream Partners, L.P.13,127$2.85M0.21%
Quantbot Technologies LP11,314$2.46M0.14%
SG Americas Securities, LLC11,004$2.39M0.03%
Pathstone Holdings, LLC8,808$1.91M0.01%
Colony Group, LLC6,942$1.51M0.02%
Gsa Capital Partners LLP5,475$1.19M0.10%
Campbell & CO Investment Adviser LLC5,206$1.13M0.10%
Aigen Investment Management, LP3,035$658.9K0.12%
Handelsinvest Investeringsforvaltning2,303$500.0K0.20%
RSM US Wealth Management LLC1,970$427.7K0.01%
CWA Asset Management Group, LLC1,888$409.9K0.03%
Investment Management Corp of Ontario1,811$393.2K0.01%
Cerity Partners LLC1,710$371.6K0.00%
HighPoint Advisor Group LLC1,490$360.0K0.03%
Jefferies Financial Group Inc.1,630$353.9K0.01%
Meiji Yasuda Asset Management Co Ltd.1,590$345.2K0.02%
Numerai GP LLC1,573$341.5K0.12%
Nomura Holdings Inc1,530$332.2K0.00%
Smartleaf Asset Management LLC1,471$319.3K0.09%
Prelude Capital Management, LLC1,447$314.2K0.03%
Keebeck Alpha, LP1,447$314.2K0.25%
Boothbay Fund Management, LLC1,347$292.4K0.01%
Cipher Capital LP1,308$284.0K0.09%
StoneX Group Inc.1,257$272.9K0.03%
HRT Financial LP1,242$269.0K0.00%
Trust Co of the South1,211$262.9K0.07%
Stratos Wealth Partners, LTD.1,203$261.2K0.00%
Kingswood Wealth Advisors, LLC1,158$251.4K0.03%
CBOE Vest Financial, LLC1,122$243.6K0.01%
Financial Advocates Investment Management1,115$242.0K0.02%
Petrus Trust Company, LTA1,102$239.3K0.02%
Profund Advisors LLC1,076$233.6K0.01%
Connor, Clark & Lunn Investment Management Ltd.1,009$219.1K0.00%
NEOS Investment Management LLC989$214.7K0.02%
Outlook Wealth Advisors, LLC984$213.6K0.07%
MeadowBrook Investment Advisors LLC958$208.0K0.20%
Lake Street Advisors Group, LLC932$202.4K0.01%
Morningstar Investment Management LLC924$201.0K0.02%
Quest Partners LLC738$160.2K0.03%
CX Institutional487$105.7K0.01%
Leonteq Securities AG389$84.5K0.01%
Principal Securities, Inc.280$60.8K0.00%
Compagnie Lombard Odier SCmA251$54.5K0.00%
Headlands Technologies LLC238$51.7K0.02%
VisionPoint Advisory Group, LLC230$49.9K0.02%
EdgeRock Capital LLC217$47.9K0.03%
Focused Wealth Management, Inc200$43.4K0.01%
Quarry LP165$35.8K0.02%
Advisory Services Network, LLC162$35.2K0.00%
Planned Solutions, Inc.150$32.6K0.02%
Natixis113$24.5K0.00%
Loomis Sayles & Co L P106$23.0K0.00%
EntryPoint Capital, LLC100$21.7K0.02%
Private Wealth Management Group, LLC97$21.1K0.01%
SYSTM Wealth Solutions LLC81$17.6K0.00%
Pineridge Advisors LLC65$14.1K0.00%
Frazier Financial Advisors, LLC59$12.8K0.01%
Bruce G. Allen Investments, LLC53$11.5K0.01%
Kiely Wealth Advisory Group, Inc.53$11.1K0.01%
Turtle Creek Wealth Advisors, LLC50$10.9K0.00%
First United Bank Trust45$9.77K0.00%
Pier Capital, LLC45$9.77K0.00%
GAMMA Investing LLC41$8.67K0.00%
RFP Financial Group LLC39$8.47K0.00%
CVA Family Office, LLC15$3.26K0.00%
Wetzel Investment Advisors, Inc.12$3.00K0.00%
Long Island Wealth Management, Inc.15$3.00K0.00%
Fortitude Family Office, LLC13$2.82K0.00%
DiNuzzo Private Wealth, Inc.10$2.17K0.00%
Sachetta, LLC6$1.30K0.00%
Dunhill Financial, LLC6$1.22K0.00%
Chilton Capital Management LLC4$8690.00%
Valued Wealth Advisors LLC3$6250.00%
TFC Financial Management2$4350.00%
Dogwood Wealth Management LLC0$30.00%

Sold out (69)

Institutions that held Idex Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of IEX in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Echo Street Capital Management LLC297,775$61.9M
Greenland Capital Management LP39,436$8.20M
Varma Mutual Pension Insurance Co34,368$7.15M
Meritage Portfolio Management33,396$6.95M
TownSquare Capital, LLC19,084$3.97M
TCW Group Inc16,620$3.46M
La Banque Postale Asset Management SA12,428$2.59M
Marshall Wace, LLP10,407$2.16M
Locust Wood Capital Advisers, LLC8,250$1.72M
Cooper Investors Pty Ltd6,270$1.35M
Sciencast Management LP4,386$912.4K
Teza Capital Management LLC3,957$823.1K
Toews Corp3,800$790.5K
Mount Yale Investment Advisors, LLC3,683$766.2K
Virtus ETF Advisers LLC3,513$730.8K
USA Financial Portformulas Corp3,483$724.5K
Keybank National Association3,418$711.0K
Unigestion Holding SA3,296$689.1K
Engineers Gate Manager LP3,283$682.9K
Norden Group LLC3,276$681.5K
Magnetar Financial LLC2,786$579.5K
Caisse de Depot Et Placement du Quebec2,558$532.1K
Baker Tilly Wealth Management, LLC2,401$499.5K
Occudo Quantitative Strategies LP2,400$499.2K
We Are One Seven, LLC2,328$484.3K
Portside Wealth Group, LLC2,264$471.0K
Achmea Investment Management B.V.2,152$448.0K
SRB Corp2,098$436.4K
Seven Eight Capital, LP1,940$403.6K
Cooper Financial Group1,688$351.2K
Bridgefront Capital, LLC1,658$344.9K
MQS Management LLC1,654$344.1K
Atria Wealth Solutions, Inc.1,638$340.7K
Nilsine Partners, LLC1,572$327.0K
Alliance Wealth Advisors, LLC1,571$326.8K
Change Path, LLC1,543$321.0K
Kinneret Advisory, LLC1,393$289.8K
Legacy Wealth Asset Management, LLC1,327$276.0K
LGT Group Foundation1,194$271.7K
Concentric Capital Strategies, LP1,273$264.8K
Wedmont Private Capital1,219$253.7K
HB Wealth Management, LLC1,218$253.4K
YHB Investment Advisors, Inc.1,214$252.5K
Canandaigua National Bank & Trust Co1,145$238.2K
Argent Trust Co1,088$226.3K
Fund Management at Engine No. 1 LLC1,081$224.9K
Virtue Capital Management, LLC1,019$214.9K
Earnest Partners LLC1,025$213.2K
Values First Advisors, Inc.1,024$213.1K
Wallace Advisory Group, LLC988$212.7K
GW Henssler & Associates Ltd981$204.1K
XTX Topco Ltd980$203.9K
OneAscent Financial Services LLC960$200.0K
BluePath Capital Management, LLC913$190.0K
Andra AP-fonden800$166.4K
Cary Street Partner Investment Advisory LLC339$70.5K
Riverview Trust Co142$29.5K
Harvest Fund Management Co., Ltd100$21.0K
Bangor Savings Bank100$20.8K
IMA Wealth, Inc.88$18.3K
South State Corp.36$7.49K
Front Row Advisors LLC33$6.87K
Simplex Trading, LLC26$5.00K
Marquette Asset Management, LLC13$2.71K
Milestone Investment Advisors LLC12$2.50K
Concord Wealth Partners8$1.66K
Larson Financial Group LLC6$1.25K
Fred Alger Management, LLC5$1.04K
Financial Management Professionals, Inc.5$1.00K

Not filed for Q4 2023 yet (10)

Institutions that held Idex Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IEX in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.9,775$2.03M
Colony Group LLC7,161$1.49M
Kenfarb & Co.4,009$833.9K
Advisor Partners II, LLC3,611$751.2K
Pathstone Family Office, LLC2,484$516.7K
Comerica Securities,inc.1,070$222.6K
Column Capital Advisors, LLC317$65.9K
Sutton Wealth Advisors Inc.65$13.5K
Steward Financial Group LLC62$12.0K
KB Financial Partners, LLC9$2.00K