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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 634,408 | $137.7M | 0.66% | −7,971−1.2% | Reduced |
| Northern Trust Corp | 749,814 | $162.8M | 0.03% | −35,902−4.6% | Reduced |
| Fenimore Asset Management Inc | 775,060 | $168.3M | 3.91% | +1,648+0.2% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 781,172 | $169.6M | 1.05% | +631,172+420.8% | Added |
| Brown Advisory Inc | 910,860 | $197.8M | 0.28% | −564,755−38.3% | Reduced |
| JPMorgan Chase & Co | 1,024,541 | $222.4M | 0.02% | −32,567−3.1% | Reduced |
| Invesco Ltd. | 1,083,193 | $235.2M | 0.06% | +62,624+6.1% | Added |
| Norges Bank | 1,093,571 | $237.4M | 0.04% | +158,687+17.0% | Added |
| Champlain Investment Partners, LLC | 1,105,341 | $240.0M | 1.42% | −37,475−3.3% | Reduced |
| Barclays PLC | 1,141,310 | $247.8M | 0.13% | −2,273−0.2% | Reduced |
| Amundi | 1,695,764 | $360.4M | 0.16% | +413,271+32.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,693,253 | $367.6M | 0.24% | +19,191+1.1% | Added |
| Geode Capital Management, LLC | 1,747,932 | $378.5M | 0.04% | +31,340+1.8% | Added |
| Pictet Asset Management Holding SA | 1,848,751 | $401.4M | 0.44% | +24,374+1.3% | Added |
| Impax Asset Management Group plc | 2,190,741 | $475.6M | 1.91% | +84,502+4.0% | Added |
| Wellington Management Group LLP | 2,219,226 | $481.8M | 0.09% | −12,053−0.5% | Reduced |
| Morgan Stanley | 2,516,130 | $546.3M | 0.05% | +261,937+11.6% | Added |
| State Street Corp | 2,991,611 | $649.5M | 0.03% | +39,052+1.3% | Added |
| BlackRock Inc. | 6,068,327 | $1.32B | 0.03% | +103,903+1.7% | Added |
| Price T Rowe Associates Inc | 7,409,706 | $1.61B | 0.22% | +833,772+12.7% | Added |
| Vanguard Group Inc | 9,180,201 | $1.99B | 0.04% | −14,308−0.2% | Reduced |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −297,775−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −39,436−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −34,368−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −33,396−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −19,084−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −16,620−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −12,428−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,407−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −6,270−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,386−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −3,276−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −2,558−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −2,098−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −1,393−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Kenfarb & Co. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Comerica Securities,inc. | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |