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 |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| AdvisorNet Financial, Inc | 1 | $244 | 0.00% | −10−90.9% | Reduced |
| Tfo-TDC, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $244 | 0.00% | +1 | New |
| Abich Financial Wealth Management LLC | 1 | $244 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 2 | $488 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $732 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $733 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $733 | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 3 | $733 | 0.00% | +1+50.0% | Added |
| Chilton Capital Management LLC | 4 | $977 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.22K | 0.00% | −12−70.6% | Reduced |
| Sachetta, LLC | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.62K | 0.00% | +1+16.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $2.20K | 0.00% | −1−10.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $2.20K | 0.00% | +1+12.5% | Added |
| Zions Bancorporation, N.A. | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $2.68K | 0.00% | +11 | New |
| Wetzel Investment Advisors, Inc. | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $2.93K | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 12 | $2.93K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 12 | $2.93K | 0.00% | +4+50.0% | Added |
| Proequities, Inc. | 13 | $3.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $3.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.61K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $3.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $3.66K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $4.39K | 0.00% | +18 | New |
| Harbour Investments, Inc. | 20 | $4.88K | 0.00% | −3−13.0% | Reduced |
| Red Tortoise LLC | 20 | $4.88K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $5.61K | 0.00% | −49−68.1% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $5.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $6.34K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $7.32K | 0.00% | −1−3.2% | Reduced |
| IFP Advisors, Inc | 34 | $8.30K | 0.00% | +4+13.3% | Added |
| Colonial Trust Advisors | 35 | $8.54K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $8.54K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $8.79K | 0.00% | +36 | New |
| Valley National Advisers Inc | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $9.52K | 0.00% | −26−40.0% | Reduced |
| Investors Research Corp | 39 | $9.52K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $9.52K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 40 | $9.76K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 40 | $9.76K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $9.76K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 42 | $10.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $10.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $10.5K | 0.00% | +2+4.9% | Added |
| First United Bank Trust | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $11.0K | 0.00% | +32+228.6% | Added |
| Park Place Capital Corp | 47 | $11.5K | 0.00% | −55−53.9% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 53 | $11.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 50 | $12.2K | 0.00% | −25−33.3% | Reduced |
| Front Row Advisors LLC | 50 | $12.2K | 0.00% | +50 | New |
| SOA Wealth Advisors, LLC. | 51 | $12.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 53 | $12.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $13.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 56 | $13.7K | 0.00% | −682−92.4% | Reduced |
| GAMMA Investing LLC | 57 | $13.9K | 0.00% | +16+39.0% | Added |
| LGT Financial Advisors LLC | 58 | $14.2K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $14.4K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 62 | $15.0K | 0.01% | −125−66.8% | Reduced |
| GWM Advisors LLC | 63 | $15.4K | 0.00% | −53−45.7% | Reduced |
| City Holding Co | 70 | $17.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 71 | $17.3K | 0.01% | −15−17.4% | Reduced |
| Jones Financial Companies LLLP | 73 | $17.9K | 0.00% | +73 | New |
| Stephenson National Bank & Trust | 74 | $18.1K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 76 | $18.5K | 0.00% | −10−11.6% | Reduced |
| Catalyst Capital Advisors LLC | 76 | $18.5K | 0.00% | −10−11.6% | Reduced |
| Pinnacle Bancorp, Inc. | 77 | $18.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $18.8K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 81 | $19.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 81 | $19.8K | 0.01% | +50+161.3% | Added |
| Essex Investment Management Co LLC | 84 | $20.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $20.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 88 | $21.5K | 0.00% | +10+12.8% | Added |
| Webster Bank, N. A. | 94 | $22.9K | 0.00% | +40+74.1% | Added |
| Private Wealth Management Group, LLC | 97 | $23.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $27.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 125 | $30.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $31.5K | 0.01% | +1+0.8% | Added |
| DT Investment Partners, LLC | 136 | $33.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 142 | $34.7K | 0.03% | +142 | New |
| Allworth Financial LP | 145 | $35.4K | 0.00% | +15+11.5% | Added |
| Laurel Wealth Advisors LLC | 150 | $36.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $36.7K | 0.02% | +25+20.0% | Added |
| Whittier Trust Co | 151 | $36.8K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 182 | $44.4K | 0.00% | −2,410−93.0% | Reduced |
| Umb Bank N A | 184 | $44.9K | 0.00% | −3−1.6% | Reduced |