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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 1,426 | $309.5K | 0.01% | +266+22.9% | Added |
| RMR Wealth Builders | 1,437 | $312.0K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,447 | $314.2K | 0.03% | +1,447 | New |
| Keebeck Alpha, LP | 1,447 | $314.2K | 0.25% | +1,447 | New |
| Raymond James Trust N.A. | 1,454 | $315.7K | 0.01% | +44+3.1% | Added |
| Smartleaf Asset Management LLC | 1,471 | $319.3K | 0.09% | +1,471 | New |
| TD Waterhouse Canada Inc. | 1,537 | $324.9K | 0.00% | −10−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 1,499 | $325.4K | 0.03% | +527+54.2% | Added |
| NBC Securities, Inc. | 1,510 | $327.0K | 0.03% | −1−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,507 | $327.2K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,530 | $332.2K | 0.00% | +1,530 | New |
| GTS Securities LLC | 1,549 | $336.3K | 0.01% | +457+41.8% | Added |
| Numerai GP LLC | 1,573 | $341.5K | 0.12% | +1,573 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,590 | $345.2K | 0.02% | +1,590 | New |
| Estabrook Capital Management | 1,600 | $347.4K | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,630 | $353.9K | 0.01% | +1,630 | New |
| HighPoint Advisor Group LLC | 1,490 | $360.0K | 0.03% | +1,490 | New |
| Arthur M. Cohen & Associates, LLC | 1,700 | $369.1K | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,710 | $371.6K | 0.00% | +1,710 | New |
| Cetera Investment Advisers | 1,720 | $373.4K | 0.00% | +237+16.0% | Added |
| Public Sector Pension Investment Board | 1,774 | $385.2K | 0.00% | −6,345−78.2% | Reduced |
| Heartland Bank & Trust Co | 1,775 | $385.4K | 0.27% | −133−7.0% | Reduced |
| Kestra Advisory Services, LLC | 1,792 | $389.0K | 0.00% | −784−30.4% | Reduced |
| Fifth Third Bancorp | 1,798 | $390.4K | 0.00% | +18+1.0% | Added |
| Investment Management Corp of Ontario | 1,811 | $393.2K | 0.01% | +1,811 | New |
| Phoenix Holdings Ltd. | 1,827 | $400.3K | 0.01% | +89+5.1% | Added |
| CWA Asset Management Group, LLC | 1,888 | $409.9K | 0.03% | +1,888 | New |
| Dearborn Partners LLC | 1,903 | $413.2K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,912 | $415.1K | 0.11% | +445+30.3% | Added |
| V-Square Quantitative Management LLC | 1,918 | $416.4K | 0.10% | +334+21.1% | Added |
| RSM US Wealth Management LLC | 1,970 | $427.7K | 0.01% | +1,970 | New |
| CWM, LLC | 1,992 | $432.0K | 0.00% | +273+15.9% | Added |
| Alberta Investment Management Corp | 2,000 | $434.2K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,015 | $437.0K | 0.01% | −1,494−42.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,063 | $447.9K | 0.01% | −1,585−43.4% | Reduced |
| Boston Private Wealth LLC | 2,064 | $448.1K | 0.01% | −321−13.5% | Reduced |
| Kepos Capital LP | 2,086 | $453.0K | 0.15% | +194+10.3% | Added |
| Guinness Asset Management LTD | 2,102 | $456.3K | 0.01% | −258−10.9% | Reduced |
| Credit Agricole S A | 2,140 | $464.6K | 0.01% | +1,429+201.0% | Added |
| Vident Advisory, LLC | 2,207 | $479.2K | 0.01% | −282−11.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,250 | $488.5K | 0.07% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,250 | $488.5K | 0.01% | 00.0% | Unchanged |
| Burney Co | 2,300 | $499.4K | 0.02% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 2,303 | $500.0K | 0.20% | +2,303 | New |
| Machina Capital S.A.S. | 2,309 | $501.3K | 0.32% | +448+24.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,327 | $505.2K | 0.03% | +117+5.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,394 | $519.8K | 0.01% | +9+0.4% | Added |
| Banque Cantonale Vaudoise | 2,392 | $520.0K | 0.02% | +385+19.2% | Added |
| Symmetry Partners, LLC | 2,416 | $524.0K | 0.03% | −85−3.4% | Reduced |
| Private Advisor Group, LLC | 2,418 | $525.0K | 0.00% | +146+6.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,470 | $536.3K | 0.00% | −1,511−38.0% | Reduced |
| Empirical Finance, LLC | 2,502 | $543.2K | 0.04% | +24+1.0% | Added |
| Norinchukin Bank, The | 2,533 | $549.9K | 0.01% | −61−2.4% | Reduced |
| Walleye Trading LLC | 2,592 | $562.7K | 0.01% | +1,239+91.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,602 | $564.9K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,618 | $569.0K | 0.02% | −3,277−55.6% | Reduced |
| First Manhattan Co | 2,653 | $576.0K | 0.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 2,939 | $577.6K | 0.00% | −222−7.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,694 | $584.9K | 0.04% | −118−4.2% | Reduced |
| Welch Group, LLC | 2,700 | $586.2K | 0.03% | +700+35.0% | Added |
| Hikari Power Ltd | 2,710 | $588.0K | 0.06% | 00.0% | Unchanged |
| Sonen Capital LLC | 2,776 | $602.7K | 1.14% | +319+13.0% | Added |
| First Pacific Financial | 2,816 | $611.4K | 0.19% | −39−1.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,833 | $615.1K | 0.59% | +67+2.4% | Added |
| Everence Capital Management Inc | 2,840 | $617.0K | 0.04% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,850 | $618.8K | 0.00% | −219−7.1% | Reduced |
| Stifel Financial Corp | 2,847 | $619.3K | 0.00% | −471−14.2% | Reduced |
| Ostrum Asset Management | 2,874 | $624.0K | 0.05% | −326−10.2% | Reduced |
| Wetherby Asset Management Inc | 2,880 | $625.3K | 0.03% | +509+21.5% | Added |
| E. Ohman J:or Asset Management AB | 2,900 | $629.6K | 0.02% | −500−14.7% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $631.1K | 0.05% | 00.0% | Unchanged |
| Blair William & Co | 2,921 | $634.2K | 0.00% | −480−14.1% | Reduced |
| Aigen Investment Management, LP | 3,035 | $658.9K | 0.12% | +3,035 | New |
| Metropolitan Life Insurance Co | 3,078 | $668.3K | 0.03% | −50−1.6% | Reduced |
| Intech Investment Management LLC | 3,090 | $670.9K | 0.01% | −5,215−62.8% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $699.3K | 0.06% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,320 | $720.8K | 0.00% | −2,329−41.2% | Reduced |
| Fagan Associates, Inc. | 3,385 | $734.9K | 0.16% | −25−0.7% | Reduced |
| Congress Asset Management Co | 3,419 | $742.3K | 0.01% | −539,682−99.4% | Reduced |
| Simmons Bank | 3,472 | $753.8K | 0.06% | −425−10.9% | Reduced |
| Teacher Retirement System of Texas | 3,474 | $754.0K | 0.01% | −2,381−40.7% | Reduced |
| Sepio Capital, LP | 3,507 | $761.4K | 0.06% | −116−3.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,529 | $766.2K | 0.00% | +1,099+45.2% | Added |
| Rice Hall James & Associates, LLC | 3,546 | $769.9K | 0.04% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 3,556 | $772.0K | 0.01% | −402−10.2% | Reduced |
| Glenmede Trust Co NA | 3,582 | $777.7K | 0.00% | +692+23.9% | Added |
| Stock Yards Bank & Trust Co | 3,620 | $785.9K | 0.03% | +1,987+121.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,658 | $794.0K | 0.02% | +1,294+54.7% | Added |
| Cresset Asset Management, LLC | 3,684 | $799.9K | 0.00% | −450−10.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,785 | $822.0K | 0.00% | −504−11.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,791 | $823.1K | 0.01% | −4,485−54.2% | Reduced |
| Altshuler Shaham Ltd | 3,796 | $824.1K | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $838.0K | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,883 | $843.0K | 0.00% | −145−3.6% | Reduced |
| New Mexico Educational Retirement Board | 3,900 | $847.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,961 | $860.0K | 0.18% | −69−1.7% | Reduced |
| Gateway Investment Advisers LLC | 3,979 | $863.9K | 0.01% | +6+0.2% | Added |
| Marshall Financial Group LLC | 3,990 | $866.3K | 0.28% | +154+4.0% | Added |
| Mairs & Power Inc | 4,000 | $868.4K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 4,021 | $873.0K | 0.03% | +115+2.9% | Added |