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, Q1 2024
Institutional positions in Idex Corp as of Mar 31, 2024. 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
- 625
- +9 vs. Q4 2023
- Shares held
- 73.2M
- −938.7K (−1.3%) vs. Q4 2023
- Total value
- $17.8B
- +$1.74B (+10.8%) vs. Q4 2023
- New holders
- 53
- 223 more added
- Sold out
- 44
- 228 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,202,074 | $2.25B | 0.04% | +21,873+0.2% | Added |
| Price T Rowe Associates Inc | 7,964,956 | $1.94B | 0.24% | +555,250+7.5% | Added |
| BlackRock Inc. | 6,084,052 | $1.48B | 0.03% | +15,725+0.3% | Added |
| State Street Corp | 2,980,948 | $727.4M | 0.03% | −10,663−0.4% | Reduced |
| Morgan Stanley | 2,290,470 | $558.9M | 0.04% | −225,660−9.0% | Reduced |
| Impax Asset Management Group plc | 1,962,332 | $478.8M | 1.83% | −228,409−10.4% | Reduced |
| Wellington Management Group LLP | 1,958,755 | $478.0M | 0.08% | −260,471−11.7% | Reduced |
| Geode Capital Management, LLC | 1,822,208 | $443.6M | 0.04% | +74,276+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,771,716 | $432.3M | 0.26% | +78,463+4.6% | Added |
| Pictet Asset Management Holding SA | 1,665,997 | $406.5M | 0.44% | −182,754−9.9% | Reduced |
| Invesco Ltd. | 1,337,229 | $326.3M | 0.07% | +254,036+23.5% | Added |
| Amundi | 1,295,845 | $300.1M | 0.13% | −399,919−23.6% | Reduced |
| Barclays PLC | 1,168,008 | $285.0M | 0.13% | +26,698+2.3% | Added |
| JPMorgan Chase & Co | 1,114,457 | $271.9M | 0.02% | +89,916+8.8% | Added |
| Brown Advisory Inc | 873,054 | $213.0M | 0.28% | −37,806−4.2% | Reduced |
| Norges Bank | 848,902 | $207.1M | 0.03% | −244,669−22.4% | Reduced |
| Fenimore Asset Management Inc | 809,324 | $197.5M | 4.17% | +34,264+4.4% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 800,000 | $195.2M | 1.12% | +18,828+2.4% | Added |
| Champlain Investment Partners, LLC | 731,651 | $178.5M | 1.02% | −373,690−33.8% | Reduced |
| Northern Trust Corp | 710,665 | $173.4M | 0.03% | −39,149−5.2% | Reduced |
| King Luther Capital Management Corp | 644,424 | $157.3M | 0.71% | +10,016+1.6% | Added |
| Charles Schwab Investment Management Inc | 615,918 | $150.3M | 0.03% | +7,174+1.2% | Added |
| Fisher Asset Management, LLC | 563,885 | $137.6M | 0.06% | +134,864+31.4% | Added |
| Bank of New York Mellon Corp | 553,477 | $135.1M | 0.03% | −18,833−3.3% | Reduced |
| UBS Asset Management Americas Inc | 515,975 | $125.9M | 0.04% | +2,342+0.5% | Added |
| Bank of America Corp | 515,689 | $125.8M | 0.01% | +46,185+9.8% | Added |
| FMR LLC | 506,984 | $123.7M | 0.01% | −116,768−18.7% | Reduced |
| Legal & General Group Plc | 492,434 | $120.2M | 0.03% | −31,435−6.0% | Reduced |
| First Trust Advisors LP | 472,215 | $115.2M | 0.12% | +61,811+15.1% | Added |
| Goldman Sachs Group Inc | 429,137 | $104.7M | 0.02% | −63,673−12.9% | Reduced |
| CCLA Investment Management Ltd | 425,788 | $104.5M | 1.60% | +30,277+7.7% | Added |
| Dimensional Fund Advisors LP | 392,121 | $95.7M | 0.03% | +22,853+6.2% | Added |
| Snyder Capital Management L P | 391,161 | $95.5M | 2.04% | +11,375+3.0% | Added |
| Baird Financial Group, Inc. | 377,342 | $92.1M | 0.19% | −3,386−0.9% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 373,902 | $91.2M | 0.36% | −10,095−2.6% | Reduced |
| Westfield Capital Management Co LP | 359,880 | $87.8M | 0.46% | −10,925−2.9% | Reduced |
| GW&K Investment Management, LLC | 353,350 | $86.2M | 0.76% | +57,820+19.6% | Added |
| Nordea Investment Management AB | 342,170 | $83.8M | 0.10% | +206,345+151.9% | Added |
| State Farm Mutual Automobile Insurance Co | 335,939 | $82.0M | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 335,672 | $81.9M | 0.06% | +840.0% | Added |
| Ameriprise Financial Inc | 334,363 | $81.6M | 0.02% | −59,952−15.2% | Reduced |
| Bamco Inc | 332,322 | $81.1M | 0.22% | −53,434−13.9% | Reduced |
| Ceredex Value Advisors LLC | 330,941 | $80.8M | 1.41% | −80,552−19.6% | Reduced |
| Allianz Asset Management GmbH | 330,581 | $80.7M | 0.14% | −50,133−13.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 354,946 | $79.4M | 0.17% | −61,077−14.7% | Reduced |
| Primecap Management Co | 322,910 | $78.8M | 0.06% | −1,470−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 313,109 | $76.4M | 0.33% | −616−0.2% | Reduced |
| HSBC Holdings PLC | 295,702 | $72.1M | 0.05% | +45,502+18.2% | Added |
| Mountain Pacific Investment Advisers Inc | 284,381 | $69.4M | 3.88% | −277−0.1% | Reduced |
| Maren Capital LLC | 278,215 | $67.9M | 6.54% | +48,889+21.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 273,285 | $66.7M | 0.18% | −102,987−27.4% | Reduced |
| California Public Employees Retirement System | 270,258 | $65.9M | 0.05% | +1,235+0.5% | Added |
| Deutsche Bank AG | 261,454 | $63.8M | 0.03% | +12,689+5.1% | Added |
| Two Sigma Investments, LP | 261,148 | $63.7M | 0.16% | −103,711−28.4% | Reduced |
| Robeco Schweiz AG | 260,423 | $63.5M | 1.11% | −15,603−5.7% | Reduced |
| Ensign Peak Advisors, Inc | 255,261 | $62.3M | 0.11% | +91,340+55.7% | Added |
| Schroder Investment Management Group | 231,562 | $56.5M | 0.07% | −62,239−21.2% | Reduced |
| Two Sigma Advisers, LP | 230,500 | $56.2M | 0.13% | −89,700−28.0% | Reduced |
| UBS Group AG | 226,740 | $55.3M | 0.02% | +169,485+296.0% | Added |
| Swiss National Bank | 226,500 | $55.3M | 0.04% | −9,900−4.2% | Reduced |
| Qube Research & Technologies Ltd | 225,897 | $55.1M | 0.10% | −139,276−38.1% | Reduced |
| Gabelli Funds LLC | 224,750 | $54.8M | 0.40% | −9,500−4.1% | Reduced |
| Premier Fund Managers Ltd | 220,000 | $53.9M | 2.14% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 216,670 | $52.9M | 0.38% | +15,518+7.7% | Added |
| Credit Suisse AG | 211,765 | $51.7M | 0.05% | −21,739−9.3% | Reduced |
| Nuveen Asset Management, LLC | 208,463 | $50.9M | 0.02% | −26,975−11.5% | Reduced |
| Capital World Investors | 200,000 | $48.8M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 197,412 | $48.2M | 0.02% | +930.0% | Added |
| Port Capital LLC | 193,645 | $47.3M | 2.37% | −37,393−16.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 192,186 | $46.9M | 0.09% | +93,700+95.1% | Added |
| Gamco Investors, Inc. Et Al | 188,568 | $46.0M | 0.47% | −3,360−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 188,637 | $45.4M | 0.09% | +205+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,945 | $44.9M | 0.03% | +3,391+1.9% | Added |
| Rhumbline Advisers | 176,474 | $43.1M | 0.04% | −1,835−1.0% | Reduced |
| Ensemble Capital Management, LLC | 168,703 | $41.2M | 3.45% | +92,925+122.6% | Added |
| AXA S.A. | 166,409 | $40.6M | 0.12% | +56,974+52.1% | Added |
| Assenagon Asset Management S.A. | 152,601 | $37.2M | 0.10% | −36,542−19.3% | Reduced |
| TD Asset Management Inc | 149,680 | $36.5M | 0.03% | +4,764+3.3% | Added |
| Envestnet Asset Management Inc | 135,141 | $33.0M | 0.01% | +7,616+6.0% | Added |
| Northwest & Ethical Investments L.P. | 128,974 | $31.5M | 0.91% | −718−0.6% | Reduced |
| Royal Bank of Canada | 125,539 | $30.6M | 0.01% | −7,735−5.8% | Reduced |
| Geneva Capital Management LLC | 118,734 | $29.0M | 0.51% | −2,654−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 118,680 | $29.0M | 0.10% | +2,548+2.2% | Added |
| National Pension Service | 118,332 | $28.9M | 0.03% | +1,335+1.1% | Added |
| Balyasny Asset Management LLC | 118,331 | $28.9M | 0.07% | +43,500+58.1% | Added |
| California State Teachers Retirement System | 117,533 | $28.7M | 0.04% | +281+0.2% | Added |
| AE Wealth Management LLC | 112,524 | $27.5M | 0.31% | +18,620+19.8% | Added |
| DekaBank Deutsche Girozentrale | 103,147 | $25.0M | 0.05% | +1,763+1.7% | Added |
| SEI Investments Co | 101,341 | $24.7M | 0.04% | −3,721−3.5% | Reduced |
| Duff & Phelps Investment Management Co | 99,916 | $24.4M | 0.29% | +35,512+55.1% | Added |
| Principal Financial Group Inc | 97,557 | $23.8M | 0.01% | +3,935+4.2% | Added |
| New York State Common Retirement Fund | 96,696 | $23.6M | 0.03% | −5,678−5.5% | Reduced |
| Alliancebernstein L.P. | 95,769 | $23.4M | 0.01% | −21,256−18.2% | Reduced |
| Thrivent Financial for Lutherans | 93,913 | $22.9M | 0.05% | +4,385+4.9% | Added |
| Raymond James & Associates | 93,358 | $22.8M | 0.02% | +16,893+22.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 91,755 | $22.4M | 0.03% | +15,650+20.6% | Added |
| Harvey Investment Co LLC | 88,354 | $21.6M | 2.43% | −1,455−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 88,443 | $20.4M | 0.05% | +5,161+6.2% | Added |
| Nicholas Company, Inc. | 77,450 | $18.9M | 0.31% | +5,620+7.8% | Added |
| Kempen Capital Management N.V. | 76,892 | $18.8M | 0.23% | 00.0% | Unchanged |