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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.

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.

Institutional holdersQ4 2023: 621 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 heldQ4 2023: $16.1B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2023.

Institutions holding IEX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
Tfo-TDC, LLC1$2170.00%00.0%Unchanged
True Wealth Design, LLC2$4350.00%00.0%Unchanged
TFC Financial Management2$4350.00%+2New
PEAK6 Investments LLC3$5930.00%−1,159−99.7%Reduced
Valued Wealth Advisors LLC3$6250.00%+3New
Chilton Capital Management LLC4$8690.00%+4New
Avion Wealth6$1.00K0.00%+3+100.0%Added
Dunhill Financial, LLC6$1.22K0.00%+6New
Provenance Wealth Advisors, LLC6$1.30K0.00%−1−14.3%Reduced
Longfellow Investment Management Co LLC6$1.30K0.00%00.0%Unchanged
Sachetta, LLC6$1.30K0.00%+6New
Jackson, Grant Investment Advisers, Inc.7$1.52K0.00%00.0%Unchanged
MV Capital Management, Inc.8$1.74K0.00%−11−57.9%Reduced
SJS Investment Consulting Inc.8$1.74K0.00%−5−38.5%Reduced
Asset Dedication, LLC10$2.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$2.17K0.00%+10New
Salomon & Ludwin, LLC11$2.29K0.00%00.0%Unchanged
Zions Bancorporation, N.A.11$2.39K0.00%00.0%Unchanged
AdvisorNet Financial, Inc11$2.39K0.00%+1+10.0%Added
Proequities, Inc.13$2.82K0.00%−203−94.0%Reduced
Fortitude Family Office, LLC13$2.82K0.00%+13New
Capital Advisors, Ltd. LLC14$3.00K0.00%+7+100.0%Added
Wetzel Investment Advisors, Inc.12$3.00K0.00%+12New
Long Island Wealth Management, Inc.15$3.00K0.00%+15New
Moisand Fitzgerald Tamayo, LLC14$3.04K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$3.04K0.00%00.0%Unchanged
Delta Asset Management LLC15$3.26K0.00%00.0%Unchanged
Global Financial Private Client, LLC15$3.26K0.00%00.0%Unchanged
CVA Family Office, LLC15$3.26K0.00%+15New
Gradient Investments LLC17$3.69K0.00%−3−15.0%Reduced
Red Tortoise LLC20$4.34K0.00%00.0%Unchanged
Harbour Investments, Inc.23$4.99K0.00%+12+109.1%Added
Prestige Wealth Management Group LLC24$5.21K0.00%−6−20.0%Reduced
JFS Wealth Advisors, LLC26$5.64K0.00%−3−10.3%Reduced
IFP Advisors, Inc30$6.51K0.00%−448−93.7%Reduced
Abound Wealth Management31$6.73K0.00%−12−27.9%Reduced
Manchester Capital Management LLC31$6.73K0.00%+26+520.0%Added
Colonial Trust Advisors35$7.60K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC35$7.60K0.00%00.0%Unchanged
Valley National Advisers Inc39$8.00K0.00%+1+2.6%Added
Investors Research Corp39$8.47K0.00%00.0%Unchanged
RFP Financial Group LLC39$8.47K0.00%+39New
GAMMA Investing LLC41$8.67K0.00%+41New
Creative Financial Designs Inc40$8.68K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.40$8.68K0.00%00.0%Unchanged
JJJ Advisors Inc.40$8.69K0.00%+2+5.3%Added
Massmutual Trust Co FSB41$8.90K0.00%−115−73.7%Reduced
Private Trust Co NA42$9.12K0.00%+26+162.5%Added
Versant Capital Management, Inc43$9.34K0.00%+2+4.9%Added
First United Bank Trust45$9.77K0.00%+45New
Pier Capital, LLC45$9.77K0.00%+45New
Baystate Wealth Management LLC46$10.0K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC50$10.9K0.00%+50New
SOA Wealth Advisors, LLC.51$11.1K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.53$11.1K0.01%+53New
SRS Capital Advisors, Inc.52$11.3K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC53$11.5K0.01%+53New
Webster Bank, N. A.54$11.7K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc54$11.7K0.00%00.0%Unchanged
LGT Financial Advisors LLC58$12.6K0.02%−2−3.3%Reduced
Frazier Financial Advisors, LLC59$12.8K0.01%+59New
Glassman Wealth Services64$13.9K0.00%+24+60.0%Added
Pineridge Advisors LLC65$14.1K0.00%+65New
Ronald Blue Trust, Inc.72$15.0K0.00%−629−89.7%Reduced
City Holding Co70$15.2K0.00%00.0%Unchanged
Stephenson National Bank & Trust74$16.1K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC75$16.3K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.77$16.7K0.01%−73−48.7%Reduced
Key Financial Inc77$16.7K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC78$16.9K0.00%−14−15.2%Reduced
Lee Financial Co80$17.4K0.00%−8−9.1%Reduced
SYSTM Wealth Solutions LLC81$17.6K0.00%+81New
Essex Investment Management Co LLC84$18.2K0.00%+22+35.5%Added
Caldwell Trust Co85$18.5K0.00%00.0%Unchanged
Eagle Bay Advisors LLC86$18.6K0.01%−347−80.1%Reduced
Millburn Ridgefield Corp86$18.7K0.00%−2−2.3%Reduced
Catalyst Capital Advisors LLC86$18.7K0.00%−2−2.3%Reduced
Private Wealth Management Group, LLC97$21.1K0.01%+97New
Livforsakringsbolaget Skandia, Omsesidigt100$21.7K0.00%00.0%Unchanged
EntryPoint Capital, LLC100$21.7K0.02%+100New
Park Place Capital Corp102$22.1K0.01%−640−86.3%Reduced
Loomis Sayles & Co L P106$23.0K0.00%+106New
Bell Investment Advisors, Inc112$24.3K0.00%00.0%Unchanged
Natixis113$24.5K0.00%+113New
GWM Advisors LLC116$25.2K0.00%+58+100.0%Added
Whittier Trust Co of Nevada Inc125$27.1K0.00%00.0%Unchanged
Farther Finance Advisors, LLC125$27.1K0.00%+77+160.4%Added
Barrett & Company, Inc.125$27.2K0.01%+20+19.0%Added
Parkside Financial Bank & Trust128$27.8K0.01%−3−2.3%Reduced
Lazard Asset Management LLC132$28.0K0.00%−4−2.9%Reduced
Allworth Financial LP130$28.2K0.00%−11−7.8%Reduced
DT Investment Partners, LLC136$29.1K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC150$32.6K0.01%00.0%Unchanged
Planned Solutions, Inc.150$32.6K0.02%+150New
Whittier Trust Co151$32.8K0.00%−5−3.2%Reduced
Advisory Services Network, LLC162$35.2K0.00%+162New
Quarry LP165$35.8K0.02%+165New
Umb Bank N A187$40.6K0.00%−344−64.8%Reduced
Strengthening Families & Communities, LLC187$40.6K0.03%+1+0.5%Added