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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.

Q1 2024 vs. Q4 2023

How the institutions holding Idex Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of IEX: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders6215625+9
Shares74.1M9.85K73.2M−938.7K (−1.3%)
Value$16.1B$2.14M$17.8B+$1.74B (+10.8%)

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Idex Corp at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to IEX in Q1 2024
InstitutionSharesValue% of portfolio
Fred Alger Management, LLC67,810$16.5M0.08%
Nuance Investments, LLC63,572$15.5M0.41%
Danske Bank A/S62,951$15.4M0.05%
SG Capital Management LLC44,504$10.9M3.56%
Marshall Wace, LLP38,755$9.46M0.02%
Mediolanum International Funds Ltd29,273$7.17M0.12%
Resona Asset Management Co.,Ltd.26,571$6.48M0.04%
Trexquant Investment LP16,512$4.03M0.08%
Atom Investors LP16,451$4.01M0.50%
STRS Ohio9,439$2.30M0.01%
NFJ Investment Group, LLC5,998$1.46M0.04%
Lombard Odier Asset Management (Switzerland) SA3,889$949.0K0.07%
Inceptionr LLC3,400$829.7K0.21%
ISAM Funds (UK) Ltd3,134$764.8K0.44%
SRB Corp3,006$733.5K0.04%
Lecap Asset Management Ltd2,885$704.0K0.15%
Sheets Smith Wealth Management2,870$700.3K0.08%
Point72 Hong Kong Ltd2,792$681.3K0.03%
Central Pacific Bank - Trust Division2,778$669.1K0.08%
Waratah Capital Advisors Ltd.2,563$625.4K0.03%
Virtu Financial LLC1,921$469.0K0.04%
Brevan Howard Capital Management LP1,644$401.2K0.04%
Empirical Asset Management, LLC1,497$365.2K0.18%
Simplicity Wealth,LLC1,254$306.0K0.01%
Point72 (DIFC) Ltd1,127$275.1K0.02%
Empowered Funds, LLC1,121$273.5K0.00%
Mirabella Financial Services LLP1,115$272.6K0.02%
Paloma Partners Management Co1,115$272.1K0.04%
Dark Forest Capital Management LP1,110$270.9K0.05%
Veriti Management LLC1,055$257.4K0.02%
OneAscent Financial Services LLC1,003$245.0K0.03%
BluePath Capital Management, LLC996$243.1K0.19%
Berry Wealth Group, LP985$240.4K0.20%
Wedmont Private Capital966$233.4K0.02%
Gotham Asset Management, LLC918$224.0K0.00%
Harvey Capital Management Inc900$219.6K0.06%
Cadent Capital Advisors, LLC867$211.6K0.08%
Nebula Research & Development LLC827$201.8K0.04%
Ballentine Partners, LLC824$201.1K0.00%
Gen-Wealth Partners Inc779$190.1K0.09%
Mather Group, LLC.504$109.4K0.00%
Riverview Trust Co142$34.7K0.03%
Jones Financial Companies LLLP73$17.9K0.00%
Front Row Advisors LLC50$12.2K0.00%
LRI Investments, LLC36$8.79K0.00%
Crewe Advisors LLC18$4.39K0.00%
Tortoise Investment Management, LLC12$2.93K0.00%
Sound Income Strategies, LLC12$2.93K0.00%
Hexagon Capital Partners LLC11$2.68K0.00%
Cassady Schiller Wealth Management, LLC3$7320.00%
Raleigh Capital Management Inc.2$4880.00%
Assetmark, Inc1$2440.00%
Abich Financial Wealth Management LLC1$2440.00%

Sold out (44)

Institutions that held Idex Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of IEX in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Citadel Advisors LLC252,467$54.8M
Renaissance Technologies LLC33,925$7.37M
Weiss Multi-Strategy Advisers LLC15,449$3.35M
FORA Capital, LLC13,724$2.98M
Edgestream Partners, L.P.13,127$2.85M
Aquatic Capital Management LLC10,600$2.30M
Axq Capital, LP6,023$1.31M
Qsemble Capital Management, LP5,612$1.22M
Campbell & CO Investment Adviser LLC5,206$1.13M
Jade Capital Advisors, LLC5,000$1.09M
Hancock Whitney Corp4,339$942.0K
Tortoise Capital Advisors, L.L.C.3,556$772.0K
Cetera Advisor Networks LLC3,320$720.8K
Aigen Investment Management, LP3,035$658.9K
DB Fitzpatrick & Co, Inc2,833$615.1K
CWA Asset Management Group, LLC1,888$409.9K
GTS Securities LLC1,549$336.3K
Nomura Holdings Inc1,530$332.2K
Prelude Capital Management, LLC1,447$314.2K
Keebeck Alpha, LP1,447$314.2K
Sherbrooke Park Advisers LLC1,392$302.2K
Jacobson & Schmitt Advisors, LLC1,234$267.9K
Trust Co of the South1,211$262.9K
Kingswood Wealth Advisors, LLC1,158$251.4K
Hennion & Walsh Asset Management, Inc.1,135$246.4K
Covenant Partners, LLC1,107$240.3K
Petrus Trust Company, LTA1,102$239.3K
Centiva Capital, LP1,067$231.7K
Connor, Clark & Lunn Investment Management Ltd.1,009$219.1K
Congress Wealth Management LLC945$205.4K
Compagnie Lombard Odier SCmA251$54.5K
Headlands Technologies LLC238$51.7K
EdgeRock Capital LLC217$47.9K
Focused Wealth Management, Inc200$43.4K
Advisory Services Network, LLC162$35.2K
Planned Solutions, Inc.150$32.6K
Lazard Asset Management LLC132$28.0K
Loomis Sayles & Co L P106$23.0K
EntryPoint Capital, LLC100$21.7K
Lee Financial Co80$17.4K
Glassman Wealth Services64$13.9K
Turtle Creek Wealth Advisors, LLC50$10.9K
Long Island Wealth Management, Inc.15$3.00K
PEAK6 Investments LLC3$593

Not filed for Q1 2024 yet (5)

Institutions that held Idex Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IEX in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Bartlett & Co. LLC5,400$1.17M
Sonen Capital LLC2,776$602.7K
Sawtooth Solutions, LLC1,243$269.9K
Desjardins Global Asset Management Inc.388$84.2K
Baystate Wealth Management LLC46$10.0K