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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 189 | $41.0K | 0.00% | −13−6.4% | Reduced |
| Focused Wealth Management, Inc | 200 | $43.4K | 0.01% | +200 | New |
| EverSource Wealth Advisors, LLC | 207 | $45.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 211 | $45.8K | 0.00% | −3,438−94.2% | Reduced |
| EdgeRock Capital LLC | 217 | $47.9K | 0.03% | +217 | New |
| VisionPoint Advisory Group, LLC | 230 | $49.9K | 0.02% | +230 | New |
| TD Private Client Wealth LLC | 234 | $50.8K | 0.00% | +60+34.5% | Added |
| Lindbrook Capital, LLC | 235 | $51.0K | 0.01% | +46+24.3% | Added |
| Headlands Technologies LLC | 238 | $51.7K | 0.02% | +238 | New |
| Perritt Capital Management Inc | 250 | $54.3K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 251 | $54.5K | 0.00% | +251 | New |
| Operose Advisors LLC | 270 | $58.6K | 0.02% | −600−69.0% | Reduced |
| Principal Securities, Inc. | 280 | $60.8K | 0.00% | +280 | New |
| Smithfield Trust Co | 277 | $61.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 283 | $61.4K | 0.00% | −9−3.1% | Reduced |
| West Paces Advisors Inc. | 313 | $68.0K | 0.02% | +3+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 339 | $73.6K | 0.00% | 00.0% | Unchanged |
| Tobam | 342 | $74.0K | 0.01% | −240−41.2% | Reduced |
| Covestor Ltd | 340 | $74.0K | 0.05% | +34+11.1% | Added |
| Quintet Private Bank (Europe) S.A. | 349 | $75.8K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 388 | $84.2K | 0.01% | +79+25.6% | Added |
| Leonteq Securities AG | 389 | $84.5K | 0.01% | +389 | New |
| Sentry Investment Management LLC | 394 | $86.0K | 0.04% | −42−9.6% | Reduced |
| Brown Brothers Harriman & Co | 400 | $86.8K | 0.00% | −15−3.6% | Reduced |
| Hollencrest Capital Management | 400 | $86.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $89.7K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 417 | $90.5K | 0.01% | +10+2.5% | Added |
| Ci Investments Inc. | 471 | $102.0K | 0.00% | −227−32.5% | Reduced |
| Federated Hermes, Inc. | 470 | $102.0K | 0.00% | +23+5.1% | Added |
| Dougherty Wealth Advisers LLC | 473 | $102.7K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 487 | $105.7K | 0.01% | +487 | New |
| Central Trust Co | 496 | $107.7K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $108.6K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 527 | $114.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 529 | $114.9K | 0.00% | +37+7.5% | Added |
| Natixis Investment Managers International | 554 | $120.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 585 | $127.0K | 0.00% | +1+0.2% | Added |
| Signaturefd, LLC | 601 | $130.5K | 0.00% | +7+1.2% | Added |
| Parallel Advisors, LLC | 606 | $131.6K | 0.00% | −16−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 638 | $138.5K | 0.00% | −81−11.3% | Reduced |
| Godsey & Gibb Associates | 650 | $141.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 673 | $146.1K | 0.01% | +155+29.9% | Added |
| Penserra Capital Management LLC | 685 | $147.0K | 0.00% | −133−16.3% | Reduced |
| Global Retirement Partners, LLC | 759 | $156.2K | 0.01% | −185−19.6% | Reduced |
| Quest Partners LLC | 738 | $160.2K | 0.03% | +738 | New |
| Hantz Financial Services, Inc. | 770 | $167.0K | 0.00% | −54,831−98.6% | Reduced |
| Studio Investment Management LLC | 837 | $181.7K | 0.05% | −140−14.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 850 | $185.0K | 0.00% | −29−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 896 | $194.5K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 924 | $200.6K | 0.00% | +324+54.0% | Added |
| Morningstar Investment Management LLC | 924 | $201.0K | 0.02% | +924 | New |
| Lake Street Advisors Group, LLC | 932 | $202.4K | 0.01% | +932 | New |
| Congress Wealth Management LLC | 945 | $205.4K | 0.00% | −56,519−98.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 958 | $208.0K | 0.20% | +958 | New |
| State of Wyoming | 966 | $209.7K | 0.04% | +95+10.9% | Added |
| PFG Investments, LLC | 981 | $213.0K | 0.04% | +2+0.2% | Added |
| Grandfield & Dodd, LLC | 982 | $213.2K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 984 | $213.6K | 0.07% | +984 | New |
| NEOS Investment Management LLC | 989 | $214.7K | 0.02% | +989 | New |
| Paradigm Asset Management Co LLC | 1,000 | $217.1K | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,009 | $219.1K | 0.00% | +1,009 | New |
| Cobblestone Capital Advisors LLC | 1,012 | $219.7K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,024 | $222.3K | 0.01% | −118−10.3% | Reduced |
| Centerpoint Advisors, LLC | 1,046 | $227.0K | 0.09% | −140−11.8% | Reduced |
| Greenleaf Trust | 1,050 | $228.0K | 0.00% | −65−5.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,066 | $231.4K | 0.03% | −899−45.8% | Reduced |
| Centiva Capital, LP | 1,067 | $231.7K | 0.01% | −676−38.8% | Reduced |
| Profund Advisors LLC | 1,076 | $233.6K | 0.01% | +1,076 | New |
| Horizon Investments, LLC | 1,086 | $235.1K | 0.01% | +23+2.2% | Added |
| Bessemer Group Inc | 1,097 | $238.0K | 0.00% | +100+10.0% | Added |
| Petrus Trust Company, LTA | 1,102 | $239.3K | 0.02% | +1,102 | New |
| Covenant Partners, LLC | 1,107 | $240.3K | 0.08% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,115 | $242.0K | 0.02% | +1,115 | New |
| CBOE Vest Financial, LLC | 1,122 | $243.6K | 0.01% | +1,122 | New |
| Hennion & Walsh Asset Management, Inc. | 1,135 | $246.4K | 0.01% | −288−20.2% | Reduced |
| HBK Sorce Advisory LLC | 1,137 | $246.8K | 0.01% | −965−45.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,158 | $251.4K | 0.03% | +1,158 | New |
| Stratos Wealth Partners, LTD. | 1,203 | $261.2K | 0.00% | +1,203 | New |
| Trust Co of the South | 1,211 | $262.9K | 0.07% | +1,211 | New |
| Procyon Private Wealth Partners, LLC | 1,233 | $267.7K | 0.02% | −2−0.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,234 | $267.9K | 0.07% | −8−0.6% | Reduced |
| HRT Financial LP | 1,242 | $269.0K | 0.00% | +1,242 | New |
| Sawtooth Solutions, LLC | 1,243 | $269.9K | 0.01% | −59−4.5% | Reduced |
| Bleakley Financial Group, LLC | 1,243 | $269.9K | 0.01% | −59−4.5% | Reduced |
| StoneX Group Inc. | 1,257 | $272.9K | 0.03% | +1,257 | New |
| Lincoln National Corp | 1,258 | $273.2K | 0.00% | −306−19.6% | Reduced |
| Brown Shipley& Co Ltd | 1,260 | $273.6K | 0.14% | −1,003−44.3% | Reduced |
| Lakeview Capital Partners, LLC | 1,270 | $275.7K | 0.05% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,289 | $279.9K | 0.08% | +96+8.0% | Added |
| Marble Harbor Investment Counsel, LLC | 1,300 | $282.3K | 0.03% | −11−0.8% | Reduced |
| Cipher Capital LP | 1,308 | $284.0K | 0.09% | +1,308 | New |
| Checchi Capital Advisers, LLC | 1,326 | $287.9K | 0.02% | −93−6.6% | Reduced |
| Hilltop Holdings Inc. | 1,347 | $292.4K | 0.03% | −116−7.9% | Reduced |
| Boothbay Fund Management, LLC | 1,347 | $292.4K | 0.01% | +1,347 | New |
| Old National Bancorp | 1,366 | $296.6K | 0.01% | −345−20.2% | Reduced |
| Kestra Private Wealth Services, LLC | 1,371 | $297.7K | 0.01% | +13+1.0% | Added |
| Sherbrooke Park Advisers LLC | 1,392 | $302.2K | 0.14% | −345−19.9% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $304.0K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,407 | $305.5K | 0.14% | −1,869−57.1% | Reduced |
| Advisory Alpha, LLC | 1,410 | $306.1K | 0.01% | 00.0% | Unchanged |