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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 74,831 | $16.2M | 0.05% | −725,863−90.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,105 | $16.2M | 0.03% | +8,430+12.5% | Added |
| Comerica Bank | 73,847 | $16.0M | 0.07% | −784−1.1% | Reduced |
| Nicholas Company, Inc. | 71,830 | $15.6M | 0.28% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 68,187 | $14.8M | 0.03% | +2,399+3.6% | Added |
| New York State Teachers Retirement System | 67,334 | $14.6M | 0.03% | −102−0.2% | Reduced |
| Omers Administration Corp | 67,200 | $14.6M | 0.18% | +55,300+464.7% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 66,900 | $14.5M | 0.77% | 00.0% | Unchanged |
| Thematics Asset Management | 65,154 | $14.1M | 0.62% | +6,000+10.1% | Added |
| Voloridge Investment Management, LLC | 64,764 | $14.1M | 0.06% | +47,207+268.9% | Added |
| Duff & Phelps Investment Management Co | 64,404 | $14.0M | 0.17% | +3,704+6.1% | Added |
| Allspring Global Investments Holdings, LLC | 63,790 | $13.8M | 0.02% | −20,192−24.0% | Reduced |
| Victory Capital Management Inc | 60,607 | $13.2M | 0.01% | −1,785−2.9% | Reduced |
| Truist Financial Corp | 58,624 | $12.7M | 0.02% | −7,294−11.1% | Reduced |
| UBS Group AG | 57,255 | $12.4M | 0.00% | +36,606+177.3% | Added |
| Russell Investments Group, Ltd. | 57,005 | $12.4M | 0.02% | +11,442+25.1% | Added |
| Standard Life Aberdeen plc | 56,454 | $12.3M | 0.03% | +15,180+36.8% | Added |
| Tredje AP-fonden | 55,742 | $12.1M | 0.15% | +19,582+54.2% | Added |
| Prudential Financial Inc | 56,234 | $12.0M | 0.02% | −14,692−20.7% | Reduced |
| Eventide Asset Management, LLC | 54,643 | $11.9M | 0.19% | −3,649−6.3% | Reduced |
| Aviva PLC | 53,498 | $11.6M | 0.04% | +11,925+28.7% | Added |
| Squarepoint Ops LLC | 53,229 | $11.6M | 0.05% | +7,624+16.7% | Added |
| Polar Asset Management Partners Inc. | 53,200 | $11.6M | 0.31% | −5,200−8.9% | Reduced |
| Great West Life Assurance Co | 53,220 | $11.5M | 0.03% | +5,573+11.7% | Added |
| Montanaro Asset Management Ltd | 53,000 | $11.5M | 2.16% | −34,000−39.1% | Reduced |
| Manufacturers Life Insurance Company, The | 52,049 | $11.3M | 0.01% | −389−0.7% | Reduced |
| Janney Montgomery Scott LLC | 52,027 | $11.3M | 0.04% | +7,798+17.6% | Added |
| Kennedy Capital Management, Inc. | 51,557 | $11.2M | 0.24% | +3,829+8.0% | Added |
| Susquehanna International Group, LLP | 50,945 | $11.1M | 0.02% | +17,501+52.3% | Added |
| Candriam Luxembourg S.C.A. | 50,266 | $10.9M | 0.08% | +9,569+23.5% | Added |
| Speece Thorson Capital Group Inc | 50,102 | $10.9M | 2.23% | +936+1.9% | Added |
| Swiss Life Asset Management Ltd | 49,836 | $10.8M | 0.13% | +6,999+16.3% | Added |
| PGGM Investments | 49,169 | $10.7M | 0.16% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 48,600 | $10.6M | 0.02% | −2,001−4.0% | Reduced |
| Korea Investment CORP | 46,709 | $10.1M | 0.03% | +23,006+97.1% | Added |
| Swedbank AB | 46,648 | $10.1M | 0.02% | −35−0.1% | Reduced |
| US Bancorp | 46,204 | $10.0M | 0.01% | −9,986−17.8% | Reduced |
| Aristotle Capital Boston, LLC | 45,874 | $9.96M | 0.30% | −5,573−10.8% | Reduced |
| Boston Financial Mangement LLC | 45,690 | $9.92M | 0.34% | −8,104−15.1% | Reduced |
| State of Wisconsin Investment Board | 45,166 | $9.81M | 0.03% | −2,146−4.5% | Reduced |
| Toronto Dominion Bank | 43,456 | $9.43M | 0.01% | +5,183+13.5% | Added |
| DuPont Capital Management Corp | 43,043 | $9.35M | 0.82% | −3,988−8.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 42,244 | $9.17M | 0.03% | −252−0.6% | Reduced |
| Royal London Asset Management Ltd | 41,312 | $8.97M | 0.03% | +5,925+16.7% | Added |
| State of New Jersey Common Pension Fund D | 39,444 | $8.56M | 0.03% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 37,771 | $8.20M | 0.00% | −569,265−93.8% | Reduced |
| BNP Paribas Arbitrage, SA | 36,822 | $7.99M | 0.01% | −45,401−55.2% | Reduced |
| Neuberger Berman Group LLC | 36,271 | $7.87M | 0.01% | +664+1.9% | Added |
| Storebrand Asset Management AS | 36,119 | $7.84M | 0.03% | +1,712+5.0% | Added |
| Treasurer of the State of North Carolina | 35,567 | $7.72M | 0.04% | +325+0.9% | Added |
| Citigroup Inc | 35,385 | $7.68M | 0.01% | −3,241−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 34,831 | $7.56M | 0.05% | −352−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 34,590 | $7.51M | 0.07% | −1,400−3.9% | Reduced |
| Renaissance Technologies LLC | 33,925 | $7.37M | 0.01% | −215,600−86.4% | Reduced |
| Railway Pension Investments Ltd | 33,761 | $7.33M | 0.08% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 33,303 | $7.23M | 2.09% | −105−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 31,671 | $6.88M | 0.03% | +864+2.8% | Added |
| Asset Management One Co.,Ltd. | 30,970 | $6.72M | 0.03% | −853−2.7% | Reduced |
| Wells Fargo & Company | 30,659 | $6.66M | 0.00% | −2,250−6.8% | Reduced |
| Natixis Advisors, L.P. | 29,153 | $6.33M | 0.02% | −20,498−41.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,370 | $6.16M | 0.05% | −28,810−50.4% | Reduced |
| Independent Advisor Alliance | 28,197 | $6.12M | 0.22% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 27,830 | $6.04M | 1.67% | +3,024+12.2% | Added |
| Canada Pension Plan Investment Board | 27,219 | $5.91M | 0.01% | +1,054+4.0% | Added |
| The PNC Financial Services Group, Inc. | 26,883 | $5.84M | 0.00% | −395−1.4% | Reduced |
| Voya Investment Management LLC | 26,750 | $5.81M | 0.01% | −1,799−6.3% | Reduced |
| Duality Advisers, LP | 25,539 | $5.54M | 0.59% | +12,593+97.3% | Added |
| Vontobel Holding Ltd. | 24,933 | $5.41M | 0.05% | +5,552+28.6% | Added |
| Formuepleje A/S | 24,531 | $5.33M | 0.38% | +564+2.4% | Added |
| Spire Wealth Management | 25,436 | $5.27M | 0.18% | +7,739+43.7% | Added |
| Franklin Street Advisors Inc | 24,125 | $5.24M | 0.43% | 00.0% | Unchanged |
| Churchill Management Corp | 23,908 | $5.19M | 0.08% | −724−2.9% | Reduced |
| CIBC Asset Management Inc | 23,887 | $5.19M | 0.02% | −734−3.0% | Reduced |
| Mirova | 21,977 | $4.77M | 0.98% | −4,670−17.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,218 | $4.61M | 0.06% | −7,200−25.3% | Reduced |
| Arizona State Retirement System | 20,779 | $4.51M | 0.03% | +160+0.8% | Added |
| State of Michigan Retirement System | 20,680 | $4.49M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,557 | $4.46M | 0.02% | −1,940−8.6% | Reduced |
| Nomura Asset Management Co Ltd | 20,232 | $4.39M | 0.02% | +1,242+6.5% | Added |
| M&T Bank Corp | 20,203 | $4.39M | 0.02% | −46−0.2% | Reduced |
| IFM Investors Pty Ltd | 20,051 | $4.35M | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 20,187 | $4.34M | 0.01% | +1,382+7.3% | Added |
| American International Group, Inc. | 19,884 | $4.32M | 0.02% | −486−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 19,545 | $4.24M | 0.23% | −2,205−10.1% | Reduced |
| Southernsun Asset Management, LLC | 19,263 | $4.18M | 0.48% | −38−0.2% | Reduced |
| AQR Capital Management LLC | 19,187 | $4.17M | 0.01% | −50,248−72.4% | Reduced |
| KBC Group NV | 19,136 | $4.15M | 0.01% | −4,570−19.3% | Reduced |
| Prudential PLC | 19,043 | $4.13M | 0.04% | +147+0.8% | Added |
| MetLife Investment Management | 18,609 | $4.04M | 0.03% | −345−1.8% | Reduced |
| Man Group plc | 18,407 | $4.00M | 0.01% | – | – |
| K.J. Harrison & Partners Inc | 18,400 | $3.99M | 0.68% | −25−0.1% | Reduced |
| Amalgamated Bank | 18,186 | $3.95M | 0.03% | −1,973−9.8% | Reduced |
| Retirement Systems of Alabama | 16,667 | $3.62M | 0.02% | −427−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,561 | $3.60M | 0.03% | +1,360+8.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 16,476 | $3.58M | 0.69% | +999+6.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 16,439 | $3.57M | 0.02% | +141+0.9% | Added |
| DnB Asset Management AS | 16,392 | $3.56M | 0.02% | −937−5.4% | Reduced |
| ProShare Advisors LLC | 15,985 | $3.47M | 0.01% | +2,337+17.1% | Added |
| Papp L Roy & Associates | 15,820 | $3.43M | 0.43% | −230−1.4% | Reduced |
| Forsta Ap-Fonden | 15,800 | $3.43M | 0.03% | +1,300+9.0% | Added |