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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 1,774 | $385.2K | 0.00% | −6,345−78.2% | Reduced |
| Cetera Investment Advisers | 1,720 | $373.4K | 0.00% | +237+16.0% | Added |
| Cerity Partners LLC | 1,710 | $371.6K | 0.00% | +1,710 | New |
| Arthur M. Cohen & Associates, LLC | 1,700 | $369.1K | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,490 | $360.0K | 0.03% | +1,490 | New |
| Jefferies Financial Group Inc. | 1,630 | $353.9K | 0.01% | +1,630 | New |
| Estabrook Capital Management | 1,600 | $347.4K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,590 | $345.2K | 0.02% | +1,590 | New |
| Numerai GP LLC | 1,573 | $341.5K | 0.12% | +1,573 | New |
| GTS Securities LLC | 1,549 | $336.3K | 0.01% | +457+41.8% | Added |
| Nomura Holdings Inc | 1,530 | $332.2K | 0.00% | +1,530 | New |
| Tokio Marine Asset Management Co Ltd | 1,507 | $327.2K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,510 | $327.0K | 0.03% | −1−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,499 | $325.4K | 0.03% | +527+54.2% | Added |
| TD Waterhouse Canada Inc. | 1,537 | $324.9K | 0.00% | −10−0.6% | Reduced |
| Smartleaf Asset Management LLC | 1,471 | $319.3K | 0.09% | +1,471 | New |
| Raymond James Trust N.A. | 1,454 | $315.7K | 0.01% | +44+3.1% | Added |
| Prelude Capital Management, LLC | 1,447 | $314.2K | 0.03% | +1,447 | New |
| Keebeck Alpha, LP | 1,447 | $314.2K | 0.25% | +1,447 | New |
| RMR Wealth Builders | 1,437 | $312.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,426 | $309.5K | 0.01% | +266+22.9% | Added |
| Advisory Alpha, LLC | 1,410 | $306.1K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,407 | $305.5K | 0.14% | −1,869−57.1% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $304.0K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,392 | $302.2K | 0.14% | −345−19.9% | Reduced |
| Kestra Private Wealth Services, LLC | 1,371 | $297.7K | 0.01% | +13+1.0% | Added |
| Old National Bancorp | 1,366 | $296.6K | 0.01% | −345−20.2% | Reduced |
| Hilltop Holdings Inc. | 1,347 | $292.4K | 0.03% | −116−7.9% | Reduced |
| Boothbay Fund Management, LLC | 1,347 | $292.4K | 0.01% | +1,347 | New |
| Checchi Capital Advisers, LLC | 1,326 | $287.9K | 0.02% | −93−6.6% | Reduced |
| Cipher Capital LP | 1,308 | $284.0K | 0.09% | +1,308 | New |
| Marble Harbor Investment Counsel, LLC | 1,300 | $282.3K | 0.03% | −11−0.8% | Reduced |
| Wahed Invest LLC | 1,289 | $279.9K | 0.08% | +96+8.0% | Added |
| Lakeview Capital Partners, LLC | 1,270 | $275.7K | 0.05% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,260 | $273.6K | 0.14% | −1,003−44.3% | Reduced |
| Lincoln National Corp | 1,258 | $273.2K | 0.00% | −306−19.6% | Reduced |
| StoneX Group Inc. | 1,257 | $272.9K | 0.03% | +1,257 | New |
| Sawtooth Solutions, LLC | 1,243 | $269.9K | 0.01% | −59−4.5% | Reduced |
| Bleakley Financial Group, LLC | 1,243 | $269.9K | 0.01% | −59−4.5% | Reduced |
| HRT Financial LP | 1,242 | $269.0K | 0.00% | +1,242 | New |
| Jacobson & Schmitt Advisors, LLC | 1,234 | $267.9K | 0.07% | −8−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,233 | $267.7K | 0.02% | −2−0.2% | Reduced |
| Trust Co of the South | 1,211 | $262.9K | 0.07% | +1,211 | New |
| Stratos Wealth Partners, LTD. | 1,203 | $261.2K | 0.00% | +1,203 | New |
| Kingswood Wealth Advisors, LLC | 1,158 | $251.4K | 0.03% | +1,158 | New |
| HBK Sorce Advisory LLC | 1,137 | $246.8K | 0.01% | −965−45.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,135 | $246.4K | 0.01% | −288−20.2% | Reduced |
| CBOE Vest Financial, LLC | 1,122 | $243.6K | 0.01% | +1,122 | New |
| Financial Advocates Investment Management | 1,115 | $242.0K | 0.02% | +1,115 | New |
| Covenant Partners, LLC | 1,107 | $240.3K | 0.08% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,102 | $239.3K | 0.02% | +1,102 | New |
| Bessemer Group Inc | 1,097 | $238.0K | 0.00% | +100+10.0% | Added |
| Horizon Investments, LLC | 1,086 | $235.1K | 0.01% | +23+2.2% | Added |
| Profund Advisors LLC | 1,076 | $233.6K | 0.01% | +1,076 | New |
| Centiva Capital, LP | 1,067 | $231.7K | 0.01% | −676−38.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,066 | $231.4K | 0.03% | −899−45.8% | Reduced |
| Greenleaf Trust | 1,050 | $228.0K | 0.00% | −65−5.8% | Reduced |
| Centerpoint Advisors, LLC | 1,046 | $227.0K | 0.09% | −140−11.8% | Reduced |
| Connecticut Wealth Management, LLC | 1,024 | $222.3K | 0.01% | −118−10.3% | Reduced |
| Cobblestone Capital Advisors LLC | 1,012 | $219.7K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,009 | $219.1K | 0.00% | +1,009 | New |
| Paradigm Asset Management Co LLC | 1,000 | $217.1K | 0.06% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 989 | $214.7K | 0.02% | +989 | New |
| Outlook Wealth Advisors, LLC | 984 | $213.6K | 0.07% | +984 | New |
| Grandfield & Dodd, LLC | 982 | $213.2K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 981 | $213.0K | 0.04% | +2+0.2% | Added |
| State of Wyoming | 966 | $209.7K | 0.04% | +95+10.9% | Added |
| MeadowBrook Investment Advisors LLC | 958 | $208.0K | 0.20% | +958 | New |
| Congress Wealth Management LLC | 945 | $205.4K | 0.00% | −56,519−98.4% | Reduced |
| Lake Street Advisors Group, LLC | 932 | $202.4K | 0.01% | +932 | New |
| Morningstar Investment Management LLC | 924 | $201.0K | 0.02% | +924 | New |
| UniSuper Management Pty Ltd | 924 | $200.6K | 0.00% | +324+54.0% | Added |
| Ameritas Investment Partners, Inc. | 896 | $194.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 850 | $185.0K | 0.00% | −29−3.3% | Reduced |
| Studio Investment Management LLC | 837 | $181.7K | 0.05% | −140−14.3% | Reduced |
| Hantz Financial Services, Inc. | 770 | $167.0K | 0.00% | −54,831−98.6% | Reduced |
| Quest Partners LLC | 738 | $160.2K | 0.03% | +738 | New |
| Global Retirement Partners, LLC | 759 | $156.2K | 0.01% | −185−19.6% | Reduced |
| Penserra Capital Management LLC | 685 | $147.0K | 0.00% | −133−16.3% | Reduced |
| Quadrant Capital Group LLC | 673 | $146.1K | 0.01% | +155+29.9% | Added |
| Godsey & Gibb Associates | 650 | $141.1K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 638 | $138.5K | 0.00% | −81−11.3% | Reduced |
| Parallel Advisors, LLC | 606 | $131.6K | 0.00% | −16−2.6% | Reduced |
| Signaturefd, LLC | 601 | $130.5K | 0.00% | +7+1.2% | Added |
| Huntington National Bank | 585 | $127.0K | 0.00% | +1+0.2% | Added |
| Natixis Investment Managers International | 554 | $120.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 529 | $114.9K | 0.00% | +37+7.5% | Added |
| Acadian Asset Management LLC | 527 | $114.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $108.6K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 496 | $107.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 487 | $105.7K | 0.01% | +487 | New |
| Dougherty Wealth Advisers LLC | 473 | $102.7K | 0.09% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 470 | $102.0K | 0.00% | +23+5.1% | Added |
| Ci Investments Inc. | 471 | $102.0K | 0.00% | −227−32.5% | Reduced |
| Quent Capital, LLC | 417 | $90.5K | 0.01% | +10+2.5% | Added |
| Orion Capital Management LLC | 413 | $89.7K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 400 | $86.8K | 0.00% | −15−3.6% | Reduced |
| Hollencrest Capital Management | 400 | $86.8K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 394 | $86.0K | 0.04% | −42−9.6% | Reduced |
| Leonteq Securities AG | 389 | $84.5K | 0.01% | +389 | New |