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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 4,027 | $874.3K | 0.02% | −665−14.2% | Reduced |
| Apollon Wealth Management, LLC | 4,095 | $889.0K | 0.03% | +1,217+42.3% | Added |
| Hancock Whitney Corp | 4,339 | $942.0K | 0.03% | −46−1.0% | Reduced |
| Ossiam | 4,407 | $956.8K | 0.02% | +599+15.7% | Added |
| Mercer Global Advisors Inc | 4,408 | $957.0K | 0.00% | +713+19.3% | Added |
| Albert D Mason Inc | 4,464 | $969.0K | 0.64% | −7−0.2% | Reduced |
| Creative Planning | 4,472 | $970.9K | 0.00% | +188+4.4% | Added |
| Louisiana State Employees Retirement System | 4,600 | $998.7K | 0.02% | −100−2.1% | Reduced |
| Peregrine Capital Management LLC | 4,603 | $999.4K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,686 | $1.02M | 0.08% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 4,707 | $1.02M | 0.32% | +1,112+30.9% | Added |
| Alps Advisors Inc | 4,721 | $1.02M | 0.01% | −70−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 4,760 | $1.03M | 0.09% | −34−0.7% | Reduced |
| Securian Asset Management, Inc | 4,772 | $1.04M | 0.03% | −580−10.8% | Reduced |
| CenterBook Partners LP | 4,786 | $1.04M | 0.13% | −1,542−24.4% | Reduced |
| First Bank & Trust | 4,808 | $1.04M | 0.25% | −1,639−25.4% | Reduced |
| JustInvest LLC | 4,839 | $1.05M | 0.03% | −391−7.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,918 | $1.07M | 0.01% | +475+10.7% | Added |
| Oak Thistle LLC | 4,933 | $1.07M | 0.31% | +2,825+134.0% | Added |
| Jade Capital Advisors, LLC | 5,000 | $1.09M | 0.66% | −2,500−33.3% | Reduced |
| MML Investors Services, LLC | 5,020 | $1.09M | 0.01% | −2,808−35.9% | Reduced |
| Buffington Mohr McNeal | 5,086 | $1.10M | 0.22% | −5−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 5,101 | $1.11M | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 5,101 | $1.11M | 0.04% | −119−2.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,206 | $1.13M | 0.10% | +5,206 | New |
| Artemis Investment Management LLP | 5,303 | $1.15M | 0.02% | −1,039−16.4% | Reduced |
| Bartlett & Co. LLC | 5,400 | $1.17M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,400 | $1.17M | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,475 | $1.19M | 0.10% | +5,475 | New |
| Diversified Trust Co | 5,542 | $1.20M | 0.04% | +112+2.1% | Added |
| Qsemble Capital Management, LP | 5,612 | $1.22M | 0.31% | −9,038−61.7% | Reduced |
| Vestcor Inc | 5,647 | $1.23M | 0.04% | −22−0.4% | Reduced |
| Maryland State Retirement & Pension System | 5,771 | $1.25M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 5,787 | $1.26M | 0.00% | +750+14.9% | Added |
| Glenview Trust Co | 5,873 | $1.28M | 0.03% | −505−7.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,894 | $1.28M | 0.01% | −5,146−46.6% | Reduced |
| Axq Capital, LP | 6,023 | $1.31M | 0.35% | +4,262+242.0% | Added |
| Kentucky Retirement Systems | 6,051 | $1.31M | 0.04% | −247−3.9% | Reduced |
| Pitcairn Co | 6,117 | $1.33M | 0.10% | −5,635−47.9% | Reduced |
| Metis Global Partners, LLC | 6,166 | $1.34M | 0.05% | +178+3.0% | Added |
| Rafferty Asset Management, LLC | 6,342 | $1.38M | 0.01% | +330+5.5% | Added |
| QRG Capital Management, Inc. | 6,469 | $1.40M | 0.02% | +435+7.2% | Added |
| Teachers Retirement System of the State of Kentucky | 6,503 | $1.41M | 0.01% | −288−4.2% | Reduced |
| Mackenzie Financial Corp | 6,507 | $1.41M | 0.00% | −160−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 6,525 | $1.42M | 0.04% | −790−10.8% | Reduced |
| American Century Companies Inc | 6,614 | $1.44M | 0.00% | +74+1.1% | Added |
| Hahn Capital Management LLC | 6,699 | $1.45M | 0.58% | −428−6.0% | Reduced |
| Macquarie Group Ltd | 6,717 | $1.46M | 0.00% | −115−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 6,814 | $1.48M | 0.03% | +245+3.7% | Added |
| Shell Asset Management Co | 6,829 | $1.48M | 0.07% | −529−7.2% | Reduced |
| Bard Associates Inc | 6,850 | $1.49M | 0.56% | −150−2.1% | Reduced |
| Colony Group, LLC | 6,942 | $1.51M | 0.02% | +6,942 | New |
| Mission Creek Capital Partners, Inc. | 7,081 | $1.54M | 0.40% | +686+10.7% | Added |
| Pinebridge Investments, L.P. | 7,173 | $1.56M | 0.01% | +2,328+48.0% | Added |
| Compass Ion Advisors, LLC | 7,222 | $1.57M | 0.24% | −10.0% | Reduced |
| Atria Investments LLC | 7,275 | $1.58M | 0.02% | −2,171−23.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,320 | $1.59M | 0.02% | +194+2.7% | Added |
| First Hawaiian Bank | 7,353 | $1.60M | 0.05% | −7,750−51.3% | Reduced |
| Jane Street Group, LLC | 7,472 | $1.62M | 0.00% | −13,347−64.1% | Reduced |
| Mariner, LLC | 7,777 | $1.69M | 0.00% | −199−2.5% | Reduced |
| Henshaw Capital LLC | 8,043 | $1.75M | 0.09% | +27+0.3% | Added |
| Pacer Advisors, Inc. | 8,047 | $1.75M | 0.00% | +1,539+23.6% | Added |
| Robeco Institutional Asset Management B.V. | 8,076 | $1.75M | 0.00% | +1,132+16.3% | Added |
| Montag A & Associates Inc | 8,120 | $1.76M | 0.10% | +148+1.9% | Added |
| Oregon Public Employees Retirement Fund | 8,232 | $1.79M | 0.03% | −1,379−14.3% | Reduced |
| ING Groep NV | 8,253 | $1.79M | 0.01% | −1,238−13.0% | Reduced |
| Commerce Bank | 8,438 | $1.83M | 0.01% | +555+7.0% | Added |
| Nissay Asset Management Corp | 8,499 | $1.85M | 0.01% | −39,893−82.4% | Reduced |
| Johnson Investment Counsel Inc | 8,612 | $1.87M | 0.02% | −20−0.2% | Reduced |
| British Columbia Investment Management Corp | 8,699 | $1.89M | 0.02% | +1,887+27.7% | Added |
| Janus Henderson Group PLC | 8,733 | $1.90M | 0.00% | −1,159−11.7% | Reduced |
| Pathstone Holdings, LLC | 8,808 | $1.91M | 0.01% | +8,808 | New |
| RMB Capital Management, LLC | 9,069 | $1.97M | 0.06% | +10.0% | Added |
| Exchange Traded Concepts, LLC | 9,332 | $2.03M | 0.05% | +1,132+13.8% | Added |
| Tortoise Index Solutions, LLC | 9,332 | $2.03M | 0.38% | +1,132+13.8% | Added |
| Brinker Capital Investments, LLC | 9,620 | $2.03M | 0.02% | −3,630−27.4% | Reduced |
| Orion Portfolio Solutions, LLC | 9,620 | $2.03M | 0.02% | −3,630−27.4% | Reduced |
| Bank of Nova Scotia | 9,367 | $2.03M | 0.00% | +2,371+33.9% | Added |
| Verition Fund Management LLC | 9,400 | $2.04M | 0.02% | −13,699−59.3% | Reduced |
| Oppenheimer Asset Management Inc. | 9,588 | $2.08M | 0.03% | −9,030−48.5% | Reduced |
| Walleye Capital LLC | 9,622 | $2.09M | 0.03% | +8,201+577.1% | Added |
| CIBC World Markets Corp | 9,736 | $2.11M | 0.01% | +5,563+133.3% | Added |
| FIL Ltd | 9,914 | $2.15M | 0.00% | −21,057−68.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,057 | $2.18M | 0.00% | +1,206+13.6% | Added |
| Xponance, Inc. | 10,164 | $2.21M | 0.03% | −407−3.9% | Reduced |
| Mutual of America Capital Management LLC | 10,166 | $2.21M | 0.03% | −460−4.3% | Reduced |
| Intrust Bank NA | 10,390 | $2.26M | 0.26% | −504−4.6% | Reduced |
| Guyasuta Investment Advisors Inc | 10,404 | $2.26M | 0.16% | 00.0% | Unchanged |
| Van Eck Associates Corp | 10,457 | $2.27M | 0.00% | +627+6.4% | Added |
| Yousif Capital Management, LLC | 10,533 | $2.29M | 0.03% | −1,094−9.4% | Reduced |
| Aquatic Capital Management LLC | 10,600 | $2.30M | 0.06% | −3,900−26.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,660 | $2.32M | 0.00% | −18,963−64.0% | Reduced |
| New York Life Investment Management LLC | 10,812 | $2.35M | 0.02% | −771−6.7% | Reduced |
| SG Americas Securities, LLC | 11,004 | $2.39M | 0.03% | +11,004 | New |
| Tower Research Capital LLC (TRC) | 11,176 | $2.43M | 0.03% | +6,074+119.1% | Added |
| Guggenheim Capital LLC | 11,186 | $2.43M | 0.02% | +164+1.5% | Added |
| Quantbot Technologies LP | 11,314 | $2.46M | 0.14% | +11,314 | New |
| Silvercrest Asset Management Group LLC | 11,354 | $2.47M | 0.02% | +900+8.6% | Added |
| Rockefeller Capital Management L.P. | 11,398 | $2.47M | 0.01% | −793−6.5% | Reduced |
| State of Tennessee, Treasury Department | 11,530 | $2.50M | 0.01% | −24,914−68.4% | Reduced |