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 |
|---|---|---|---|---|---|
| Aviva PLC | 53,498 | $11.6M | 0.04% | +11,925+28.7% | Added |
| Eventide Asset Management, LLC | 54,643 | $11.9M | 0.19% | −3,649−6.3% | Reduced |
| Prudential Financial Inc | 56,234 | $12.0M | 0.02% | −14,692−20.7% | Reduced |
| Tredje AP-fonden | 55,742 | $12.1M | 0.15% | +19,582+54.2% | Added |
| Standard Life Aberdeen plc | 56,454 | $12.3M | 0.03% | +15,180+36.8% | Added |
| Russell Investments Group, Ltd. | 57,005 | $12.4M | 0.02% | +11,442+25.1% | Added |
| UBS Group AG | 57,255 | $12.4M | 0.00% | +36,606+177.3% | Added |
| Truist Financial Corp | 58,624 | $12.7M | 0.02% | −7,294−11.1% | Reduced |
| Victory Capital Management Inc | 60,607 | $13.2M | 0.01% | −1,785−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 63,790 | $13.8M | 0.02% | −20,192−24.0% | Reduced |
| Duff & Phelps Investment Management Co | 64,404 | $14.0M | 0.17% | +3,704+6.1% | Added |
| Voloridge Investment Management, LLC | 64,764 | $14.1M | 0.06% | +47,207+268.9% | Added |
| Thematics Asset Management | 65,154 | $14.1M | 0.62% | +6,000+10.1% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 66,900 | $14.5M | 0.77% | 00.0% | Unchanged |
| Omers Administration Corp | 67,200 | $14.6M | 0.18% | +55,300+464.7% | Added |
| New York State Teachers Retirement System | 67,334 | $14.6M | 0.03% | −102−0.2% | Reduced |
| CI Private Wealth, LLC | 68,187 | $14.8M | 0.03% | +2,399+3.6% | Added |
| Nicholas Company, Inc. | 71,830 | $15.6M | 0.28% | 00.0% | Unchanged |
| Comerica Bank | 73,847 | $16.0M | 0.07% | −784−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,105 | $16.2M | 0.03% | +8,430+12.5% | Added |
| Balyasny Asset Management LLC | 74,831 | $16.2M | 0.05% | −725,863−90.7% | Reduced |
| Ensemble Capital Management, LLC | 75,778 | $16.5M | 1.46% | +10,650+16.4% | Added |
| Raymond James & Associates | 76,465 | $16.6M | 0.01% | +7,684+11.2% | Added |
| Kempen Capital Management N.V. | 76,892 | $16.7M | 0.23% | +76,892 | New |
| Bank of Montreal | 77,771 | $16.9M | 0.01% | +23,205+42.5% | Added |
| State Board of Administration of Florida Retirement System | 83,282 | $18.1M | 0.04% | +2,592+3.2% | Added |
| Thrivent Financial for Lutherans | 89,528 | $19.4M | 0.04% | +58,745+190.8% | Added |
| Harvey Investment Co LLC | 89,809 | $19.5M | 2.36% | +250.0% | Added |
| AE Wealth Management LLC | 93,904 | $19.6M | 0.10% | +19,306+25.9% | Added |
| Principal Financial Group Inc | 93,622 | $20.3M | 0.01% | −1,634−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 97,904 | $21.3M | 0.03% | −5,635−5.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 98,486 | $21.4M | 0.04% | +23,300+31.0% | Added |
| DekaBank Deutsche Girozentrale | 101,384 | $22.2M | 0.05% | −4,059−3.8% | Reduced |
| New York State Common Retirement Fund | 102,374 | $22.2M | 0.03% | −1,181−1.1% | Reduced |
| Tudor Investment Corp Et Al | 102,493 | $22.3M | 0.31% | +49,161+92.2% | Added |
| SEI Investments Co | 105,062 | $22.8M | 0.04% | −15,691−13.0% | Reduced |
| AXA S.A. | 109,435 | $23.8M | 0.08% | +12,448+12.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,132 | $25.2M | 0.10% | −8,167−6.6% | Reduced |
| National Pension Service | 116,997 | $25.4M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 117,025 | $25.4M | 0.01% | −1,141,325−90.7% | Reduced |
| California State Teachers Retirement System | 117,252 | $25.5M | 0.04% | +2,267+2.0% | Added |
| Geneva Capital Management LLC | 121,388 | $26.4M | 0.50% | −4,316−3.4% | Reduced |
| Envestnet Asset Management Inc | 127,525 | $27.7M | 0.01% | −57,701−31.2% | Reduced |
| Northwest & Ethical Investments L.P. | 129,692 | $28.2M | 0.87% | +10,553+8.9% | Added |
| Royal Bank of Canada | 133,274 | $28.9M | 0.01% | −36,861−21.7% | Reduced |
| Nordea Investment Management AB | 135,825 | $29.6M | 0.04% | +125,348+1,196.4% | Added |
| TD Asset Management Inc | 144,916 | $31.5M | 0.03% | +5,476+3.9% | Added |
| Ensign Peak Advisors, Inc | 163,921 | $35.6M | 0.07% | +42,309+34.8% | Added |
| Rhumbline Advisers | 178,309 | $38.7M | 0.04% | +7,669+4.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 180,554 | $39.2M | 0.03% | −1,297−0.7% | Reduced |
| Degroof Petercam Asset Management | 183,952 | $39.9M | 0.53% | +183,952 | New |
| CIBC Private Wealth Group, LLC | 188,432 | $40.9M | 0.09% | +2,371+1.3% | Added |
| Assenagon Asset Management S.A. | 189,143 | $41.1M | 0.13% | +186,082+6,079.1% | Added |
| Gamco Investors, Inc. Et Al | 191,928 | $41.7M | 0.44% | −5,600−2.8% | Reduced |
| Franklin Resources Inc | 197,319 | $42.8M | 0.02% | +12,600+6.8% | Added |
| Capital World Investors | 200,000 | $43.4M | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 201,152 | $43.7M | 0.33% | +106,431+112.4% | Added |
| Premier Fund Managers Ltd | 220,000 | $47.8M | 2.06% | 00.0% | Unchanged |
| Maren Capital LLC | 229,326 | $49.8M | 6.38% | +229,326 | New |
| Port Capital LLC | 231,038 | $50.2M | 2.80% | −22,092−8.7% | Reduced |
| Credit Suisse AG | 233,504 | $50.7M | 0.05% | +16,875+7.8% | Added |
| Gabelli Funds LLC | 234,250 | $50.9M | 0.39% | −7,000−2.9% | Reduced |
| Nuveen Asset Management, LLC | 235,438 | $51.1M | 0.02% | +27,061+13.0% | Added |
| Swiss National Bank | 236,400 | $51.3M | 0.04% | −6,700−2.8% | Reduced |
| Deutsche Bank AG | 248,765 | $54.0M | 0.03% | +4,155+1.7% | Added |
| HSBC Holdings PLC | 250,200 | $54.3M | 0.05% | −52,304−17.3% | Reduced |
| Citadel Advisors LLC | 252,467 | $54.8M | 0.06% | +231,238+1,089.3% | Added |
| California Public Employees Retirement System | 269,023 | $58.4M | 0.04% | +5,093+1.9% | Added |
| Robeco Schweiz AG | 276,026 | $59.9M | 1.01% | −4,350−1.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 284,658 | $61.8M | 3.83% | +1,767+0.6% | Added |
| Schroder Investment Management Group | 293,801 | $63.8M | 0.08% | −55,744−15.9% | Reduced |
| GW&K Investment Management, LLC | 295,530 | $64.2M | 0.60% | −11,512−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 313,725 | $68.1M | 0.31% | −359−0.1% | Reduced |
| Two Sigma Advisers, LP | 320,200 | $69.5M | 0.16% | +101,900+46.7% | Added |
| Primecap Management Co | 324,380 | $70.4M | 0.06% | −8,790−2.6% | Reduced |
| Clearbridge Investments, LLC | 335,588 | $72.9M | 0.06% | +699+0.2% | Added |
| State Farm Mutual Automobile Insurance Co | 335,939 | $72.9M | 0.07% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 364,859 | $79.2M | 0.19% | +50,452+16.0% | Added |
| Qube Research & Technologies Ltd | 365,173 | $79.3M | 0.18% | +280,640+332.0% | Added |
| Dimensional Fund Advisors LP | 369,268 | $80.2M | 0.02% | +20,785+6.0% | Added |
| Westfield Capital Management Co LP | 370,805 | $80.5M | 0.47% | +10,742+3.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 376,272 | $81.7M | 0.23% | +151,161+67.1% | Added |
| Allianz Asset Management GmbH | 380,714 | $82.7M | 0.15% | −44,474−10.5% | Reduced |
| Baird Financial Group, Inc. | 380,728 | $82.7M | 0.19% | +2,707+0.7% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 383,997 | $83.4M | 0.35% | −5,011−1.3% | Reduced |
| Bamco Inc | 385,756 | $83.8M | 0.22% | −10,000−2.5% | Reduced |
| Ameriprise Financial Inc | 394,315 | $85.6M | 0.03% | +25,466+6.9% | Added |
| CCLA Investment Management Ltd | 395,511 | $85.9M | 1.41% | +2,334+0.6% | Added |
| Snyder Capital Management L P | 379,786 | $87.9M | 1.98% | −94,397−19.9% | Reduced |
| First Trust Advisors LP | 410,404 | $89.1M | 0.10% | +58,571+16.6% | Added |
| Ceredex Value Advisors LLC | 411,493 | $89.3M | 1.55% | −21,922−5.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 416,023 | $90.3M | 0.18% | −16,170−3.7% | Reduced |
| Fisher Asset Management, LLC | 429,021 | $93.1M | 0.05% | +15,633+3.8% | Added |
| Bank of America Corp | 469,504 | $101.9M | 0.01% | −27,635−5.6% | Reduced |
| Goldman Sachs Group Inc | 492,810 | $107.0M | 0.02% | +81,780+19.9% | Added |
| UBS Asset Management Americas Inc | 513,633 | $111.5M | 0.04% | +96,262+23.1% | Added |
| Legal & General Group Plc | 523,869 | $113.7M | 0.04% | −34,109−6.1% | Reduced |
| Bank of New York Mellon Corp | 572,310 | $124.3M | 0.03% | −13,262−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 608,744 | $132.2M | 0.03% | +15,202+2.6% | Added |
| FMR LLC | 623,752 | $135.4M | 0.01% | −16,882−2.6% | Reduced |