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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 5,020 | $1.09M | 0.01% | −2,808−35.9% | Reduced |
| Jade Capital Advisors, LLC | 5,000 | $1.09M | 0.66% | −2,500−33.3% | Reduced |
| Oak Thistle LLC | 4,933 | $1.07M | 0.31% | +2,825+134.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,918 | $1.07M | 0.01% | +475+10.7% | Added |
| JustInvest LLC | 4,839 | $1.05M | 0.03% | −391−7.5% | Reduced |
| First Bank & Trust | 4,808 | $1.04M | 0.25% | −1,639−25.4% | Reduced |
| CenterBook Partners LP | 4,786 | $1.04M | 0.13% | −1,542−24.4% | Reduced |
| Securian Asset Management, Inc | 4,772 | $1.04M | 0.03% | −580−10.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,760 | $1.03M | 0.09% | −34−0.7% | Reduced |
| Alps Advisors Inc | 4,721 | $1.02M | 0.01% | −70−1.5% | Reduced |
| Edentree Asset Management Ltd | 4,707 | $1.02M | 0.32% | +1,112+30.9% | Added |
| North Star Investment Management Corp. | 4,686 | $1.02M | 0.08% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 4,603 | $999.4K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,600 | $998.7K | 0.02% | −100−2.1% | Reduced |
| Creative Planning | 4,472 | $970.9K | 0.00% | +188+4.4% | Added |
| Albert D Mason Inc | 4,464 | $969.0K | 0.64% | −7−0.2% | Reduced |
| Mercer Global Advisors Inc | 4,408 | $957.0K | 0.00% | +713+19.3% | Added |
| Ossiam | 4,407 | $956.8K | 0.02% | +599+15.7% | Added |
| Hancock Whitney Corp | 4,339 | $942.0K | 0.03% | −46−1.0% | Reduced |
| Apollon Wealth Management, LLC | 4,095 | $889.0K | 0.03% | +1,217+42.3% | Added |
| Toroso Investments, LLC | 4,027 | $874.3K | 0.02% | −665−14.2% | Reduced |
| Ethic Inc. | 4,021 | $873.0K | 0.03% | +115+2.9% | Added |
| Mairs & Power Inc | 4,000 | $868.4K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,990 | $866.3K | 0.28% | +154+4.0% | Added |
| Gateway Investment Advisers LLC | 3,979 | $863.9K | 0.01% | +6+0.2% | Added |
| Duncker Streett & Co Inc | 3,961 | $860.0K | 0.18% | −69−1.7% | Reduced |
| New Mexico Educational Retirement Board | 3,900 | $847.0K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,883 | $843.0K | 0.00% | −145−3.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $838.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,796 | $824.1K | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 3,791 | $823.1K | 0.01% | −4,485−54.2% | Reduced |
| Commonwealth Equity Services, LLC | 3,785 | $822.0K | 0.00% | −504−11.8% | Reduced |
| Cresset Asset Management, LLC | 3,684 | $799.9K | 0.00% | −450−10.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,658 | $794.0K | 0.02% | +1,294+54.7% | Added |
| Stock Yards Bank & Trust Co | 3,620 | $785.9K | 0.03% | +1,987+121.7% | Added |
| Glenmede Trust Co NA | 3,582 | $777.7K | 0.00% | +692+23.9% | Added |
| Tortoise Capital Advisors, L.L.C. | 3,556 | $772.0K | 0.01% | −402−10.2% | Reduced |
| Rice Hall James & Associates, LLC | 3,546 | $769.9K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,529 | $766.2K | 0.00% | +1,099+45.2% | Added |
| Sepio Capital, LP | 3,507 | $761.4K | 0.06% | −116−3.2% | Reduced |
| Teacher Retirement System of Texas | 3,474 | $754.0K | 0.01% | −2,381−40.7% | Reduced |
| Simmons Bank | 3,472 | $753.8K | 0.06% | −425−10.9% | Reduced |
| Congress Asset Management Co | 3,419 | $742.3K | 0.01% | −539,682−99.4% | Reduced |
| Fagan Associates, Inc. | 3,385 | $734.9K | 0.16% | −25−0.7% | Reduced |
| Cetera Advisor Networks LLC | 3,320 | $720.8K | 0.00% | −2,329−41.2% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $699.3K | 0.06% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,090 | $670.9K | 0.01% | −5,215−62.8% | Reduced |
| Metropolitan Life Insurance Co | 3,078 | $668.3K | 0.03% | −50−1.6% | Reduced |
| Aigen Investment Management, LP | 3,035 | $658.9K | 0.12% | +3,035 | New |
| Blair William & Co | 2,921 | $634.2K | 0.00% | −480−14.1% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $631.1K | 0.05% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,900 | $629.6K | 0.02% | −500−14.7% | Reduced |
| Wetherby Asset Management Inc | 2,880 | $625.3K | 0.03% | +509+21.5% | Added |
| Ostrum Asset Management | 2,874 | $624.0K | 0.05% | −326−10.2% | Reduced |
| Stifel Financial Corp | 2,847 | $619.3K | 0.00% | −471−14.2% | Reduced |
| Bahl & Gaynor Inc | 2,850 | $618.8K | 0.00% | −219−7.1% | Reduced |
| Everence Capital Management Inc | 2,840 | $617.0K | 0.04% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 2,833 | $615.1K | 0.59% | +67+2.4% | Added |
| First Pacific Financial | 2,816 | $611.4K | 0.19% | −39−1.4% | Reduced |
| Sonen Capital LLC | 2,776 | $602.7K | 1.14% | +319+13.0% | Added |
| Hikari Power Ltd | 2,710 | $588.0K | 0.06% | 00.0% | Unchanged |
| Welch Group, LLC | 2,700 | $586.2K | 0.03% | +700+35.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,694 | $584.9K | 0.04% | −118−4.2% | Reduced |
| APG Asset Management N.V. | 2,939 | $577.6K | 0.00% | −222−7.0% | Reduced |
| First Manhattan Co | 2,653 | $576.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,618 | $569.0K | 0.02% | −3,277−55.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,602 | $564.9K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,592 | $562.7K | 0.01% | +1,239+91.6% | Added |
| Norinchukin Bank, The | 2,533 | $549.9K | 0.01% | −61−2.4% | Reduced |
| Empirical Finance, LLC | 2,502 | $543.2K | 0.04% | +24+1.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,470 | $536.3K | 0.00% | −1,511−38.0% | Reduced |
| Private Advisor Group, LLC | 2,418 | $525.0K | 0.00% | +146+6.4% | Added |
| Symmetry Partners, LLC | 2,416 | $524.0K | 0.03% | −85−3.4% | Reduced |
| Banque Cantonale Vaudoise | 2,392 | $520.0K | 0.02% | +385+19.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,394 | $519.8K | 0.01% | +9+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,327 | $505.2K | 0.03% | +117+5.3% | Added |
| Machina Capital S.A.S. | 2,309 | $501.3K | 0.32% | +448+24.1% | Added |
| Handelsinvest Investeringsforvaltning | 2,303 | $500.0K | 0.20% | +2,303 | New |
| Burney Co | 2,300 | $499.4K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,250 | $488.5K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $488.5K | 0.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,207 | $479.2K | 0.01% | −282−11.3% | Reduced |
| Credit Agricole S A | 2,140 | $464.6K | 0.01% | +1,429+201.0% | Added |
| Guinness Asset Management LTD | 2,102 | $456.3K | 0.01% | −258−10.9% | Reduced |
| Kepos Capital LP | 2,086 | $453.0K | 0.15% | +194+10.3% | Added |
| Boston Private Wealth LLC | 2,064 | $448.1K | 0.01% | −321−13.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,063 | $447.9K | 0.01% | −1,585−43.4% | Reduced |
| Park Avenue Securities LLC | 2,015 | $437.0K | 0.01% | −1,494−42.6% | Reduced |
| Alberta Investment Management Corp | 2,000 | $434.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,992 | $432.0K | 0.00% | +273+15.9% | Added |
| RSM US Wealth Management LLC | 1,970 | $427.7K | 0.01% | +1,970 | New |
| V-Square Quantitative Management LLC | 1,918 | $416.4K | 0.10% | +334+21.1% | Added |
| Oarsman Capital, Inc. | 1,912 | $415.1K | 0.11% | +445+30.3% | Added |
| Dearborn Partners LLC | 1,903 | $413.2K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,888 | $409.9K | 0.03% | +1,888 | New |
| Phoenix Holdings Ltd. | 1,827 | $400.3K | 0.01% | +89+5.1% | Added |
| Investment Management Corp of Ontario | 1,811 | $393.2K | 0.01% | +1,811 | New |
| Fifth Third Bancorp | 1,798 | $390.4K | 0.00% | +18+1.0% | Added |
| Kestra Advisory Services, LLC | 1,792 | $389.0K | 0.00% | −784−30.4% | Reduced |
| Heartland Bank & Trust Co | 1,775 | $385.4K | 0.27% | −133−7.0% | Reduced |