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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 388 | $84.2K | 0.01% | +79+25.6% | Added |
| Quintet Private Bank (Europe) S.A. | 349 | $75.8K | 0.00% | 00.0% | Unchanged |
| Tobam | 342 | $74.0K | 0.01% | −240−41.2% | Reduced |
| Covestor Ltd | 340 | $74.0K | 0.05% | +34+11.1% | Added |
| Federation des caisses Desjardins du Quebec | 339 | $73.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 313 | $68.0K | 0.02% | +3+1.0% | Added |
| Clearstead Advisors, LLC | 283 | $61.4K | 0.00% | −9−3.1% | Reduced |
| Smithfield Trust Co | 277 | $61.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 280 | $60.8K | 0.00% | +280 | New |
| Operose Advisors LLC | 270 | $58.6K | 0.02% | −600−69.0% | Reduced |
| Compagnie Lombard Odier SCmA | 251 | $54.5K | 0.00% | +251 | New |
| Perritt Capital Management Inc | 250 | $54.3K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 238 | $51.7K | 0.02% | +238 | New |
| Lindbrook Capital, LLC | 235 | $51.0K | 0.01% | +46+24.3% | Added |
| TD Private Client Wealth LLC | 234 | $50.8K | 0.00% | +60+34.5% | Added |
| VisionPoint Advisory Group, LLC | 230 | $49.9K | 0.02% | +230 | New |
| EdgeRock Capital LLC | 217 | $47.9K | 0.03% | +217 | New |
| Steward Partners Investment Advisory, LLC | 211 | $45.8K | 0.00% | −3,438−94.2% | Reduced |
| EverSource Wealth Advisors, LLC | 207 | $45.1K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $43.4K | 0.01% | +200 | New |
| Northwestern Mutual Wealth Management Co | 189 | $41.0K | 0.00% | −13−6.4% | Reduced |
| Strengthening Families & Communities, LLC | 187 | $40.6K | 0.03% | +1+0.5% | Added |
| Umb Bank N A | 187 | $40.6K | 0.00% | −344−64.8% | Reduced |
| Quarry LP | 165 | $35.8K | 0.02% | +165 | New |
| Advisory Services Network, LLC | 162 | $35.2K | 0.00% | +162 | New |
| Whittier Trust Co | 151 | $32.8K | 0.00% | −5−3.2% | Reduced |
| Laurel Wealth Advisors LLC | 150 | $32.6K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 150 | $32.6K | 0.02% | +150 | New |
| DT Investment Partners, LLC | 136 | $29.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 130 | $28.2K | 0.00% | −11−7.8% | Reduced |
| Lazard Asset Management LLC | 132 | $28.0K | 0.00% | −4−2.9% | Reduced |
| Parkside Financial Bank & Trust | 128 | $27.8K | 0.01% | −3−2.3% | Reduced |
| Barrett & Company, Inc. | 125 | $27.2K | 0.01% | +20+19.0% | Added |
| Farther Finance Advisors, LLC | 125 | $27.1K | 0.00% | +77+160.4% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $27.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 116 | $25.2K | 0.00% | +58+100.0% | Added |
| Natixis | 113 | $24.5K | 0.00% | +113 | New |
| Bell Investment Advisors, Inc | 112 | $24.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 106 | $23.0K | 0.00% | +106 | New |
| Park Place Capital Corp | 102 | $22.1K | 0.01% | −640−86.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 100 | $21.7K | 0.02% | +100 | New |
| Private Wealth Management Group, LLC | 97 | $21.1K | 0.01% | +97 | New |
| Millburn Ridgefield Corp | 86 | $18.7K | 0.00% | −2−2.3% | Reduced |
| Catalyst Capital Advisors LLC | 86 | $18.7K | 0.00% | −2−2.3% | Reduced |
| Eagle Bay Advisors LLC | 86 | $18.6K | 0.01% | −347−80.1% | Reduced |
| Caldwell Trust Co | 85 | $18.5K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 84 | $18.2K | 0.00% | +22+35.5% | Added |
| SYSTM Wealth Solutions LLC | 81 | $17.6K | 0.00% | +81 | New |
| Lee Financial Co | 80 | $17.4K | 0.00% | −8−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 78 | $16.9K | 0.00% | −14−15.2% | Reduced |
| Pinnacle Bancorp, Inc. | 77 | $16.7K | 0.01% | −73−48.7% | Reduced |
| Key Financial Inc | 77 | $16.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 75 | $16.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $16.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 70 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $15.0K | 0.00% | −629−89.7% | Reduced |
| Pineridge Advisors LLC | 65 | $14.1K | 0.00% | +65 | New |
| Glassman Wealth Services | 64 | $13.9K | 0.00% | +24+60.0% | Added |
| Frazier Financial Advisors, LLC | 59 | $12.8K | 0.01% | +59 | New |
| LGT Financial Advisors LLC | 58 | $12.6K | 0.02% | −2−3.3% | Reduced |
| Webster Bank, N. A. | 54 | $11.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 53 | $11.5K | 0.01% | +53 | New |
| SRS Capital Advisors, Inc. | 52 | $11.3K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 53 | $11.1K | 0.01% | +53 | New |
| SOA Wealth Advisors, LLC. | 51 | $11.1K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 50 | $10.9K | 0.00% | +50 | New |
| Baystate Wealth Management LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 45 | $9.77K | 0.00% | +45 | New |
| Pier Capital, LLC | 45 | $9.77K | 0.00% | +45 | New |
| Versant Capital Management, Inc | 43 | $9.34K | 0.00% | +2+4.9% | Added |
| Private Trust Co NA | 42 | $9.12K | 0.00% | +26+162.5% | Added |
| Massmutual Trust Co FSB | 41 | $8.90K | 0.00% | −115−73.7% | Reduced |
| JJJ Advisors Inc. | 40 | $8.69K | 0.00% | +2+5.3% | Added |
| Creative Financial Designs Inc | 40 | $8.68K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 40 | $8.68K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 41 | $8.67K | 0.00% | +41 | New |
| Investors Research Corp | 39 | $8.47K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $8.47K | 0.00% | +39 | New |
| Valley National Advisers Inc | 39 | $8.00K | 0.00% | +1+2.6% | Added |
| Colonial Trust Advisors | 35 | $7.60K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $7.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $6.73K | 0.00% | −12−27.9% | Reduced |
| Manchester Capital Management LLC | 31 | $6.73K | 0.00% | +26+520.0% | Added |
| IFP Advisors, Inc | 30 | $6.51K | 0.00% | −448−93.7% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $5.64K | 0.00% | −3−10.3% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $5.21K | 0.00% | −6−20.0% | Reduced |
| Harbour Investments, Inc. | 23 | $4.99K | 0.00% | +12+109.1% | Added |
| Red Tortoise LLC | 20 | $4.34K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $3.69K | 0.00% | −3−15.0% | Reduced |
| Delta Asset Management LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $3.26K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $3.00K | 0.00% | +7+100.0% | Added |
| Wetzel Investment Advisors, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Long Island Wealth Management, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Proequities, Inc. | 13 | $2.82K | 0.00% | −203−94.0% | Reduced |