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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 198 | $48.3K | 0.02% | −72−26.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 213 | $52.0K | 0.00% | +2+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 219 | $53.4K | 0.00% | +30+15.9% | Added |
| Lindbrook Capital, LLC | 227 | $55.4K | 0.01% | −8−3.4% | Reduced |
| Perritt Capital Management Inc | 250 | $61.2K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 287 | $63.3K | 0.00% | +80+38.6% | Added |
| TD Private Client Wealth LLC | 263 | $64.2K | 0.00% | +29+12.4% | Added |
| Smithfield Trust Co | 277 | $68.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 288 | $70.3K | 0.03% | +123+74.5% | Added |
| Clearstead Advisors, LLC | 323 | $72.8K | 0.00% | +40+14.1% | Added |
| Tobam | 326 | $80.0K | 0.01% | −16−4.7% | Reduced |
| West Paces Advisors Inc. | 331 | $80.8K | 0.02% | +18+5.8% | Added |
| Principal Securities, Inc. | 337 | $82.2K | 0.00% | +57+20.4% | Added |
| Quintet Private Bank (Europe) S.A. | 305 | $84.7K | 0.00% | −44−12.6% | Reduced |
| Penserra Capital Management LLC | 353 | $85.0K | 0.00% | −332−48.5% | Reduced |
| VisionPoint Advisory Group, LLC | 367 | $89.6K | 0.03% | +137+59.6% | Added |
| Farther Finance Advisors, LLC | 393 | $94.7K | 0.01% | +268+214.4% | Added |
| Sentry Investment Management LLC | 394 | $96.0K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 400 | $97.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $97.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 401 | $97.9K | 0.01% | +12+3.1% | Added |
| Orion Capital Management LLC | 413 | $100.8K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 417 | $101.8K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 426 | $104.0K | 0.00% | −44−9.4% | Reduced |
| Mather Group, LLC. | 504 | $109.4K | 0.00% | +504 | New |
| Central Trust Co | 458 | $111.8K | 0.00% | −38−7.7% | Reduced |
| Dougherty Wealth Advisers LLC | 473 | $115.4K | 0.10% | 00.0% | Unchanged |
| CX Institutional | 496 | $121.0K | 0.01% | +9+1.8% | Added |
| Alta Advisers Ltd | 500 | $122.0K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 527 | $128.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 526 | $128.4K | 0.00% | −3−0.6% | Reduced |
| Covestor Ltd | 546 | $133.0K | 0.08% | +206+60.6% | Added |
| Natixis Investment Managers International | 554 | $135.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 562 | $137.0K | 0.00% | +91+19.3% | Added |
| Huntington National Bank | 581 | $141.8K | 0.00% | −4−0.7% | Reduced |
| Signaturefd, LLC | 634 | $154.7K | 0.00% | +33+5.5% | Added |
| Godsey & Gibb Associates | 650 | $158.6K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 703 | $171.6K | 0.00% | +97+16.0% | Added |
| Hantz Financial Services, Inc. | 705 | $172.0K | 0.00% | −65−8.4% | Reduced |
| Quadrant Capital Group LLC | 725 | $176.9K | 0.01% | +52+7.7% | Added |
| Global Retirement Partners, LLC | 731 | $178.5K | 0.01% | −28−3.7% | Reduced |
| Gen-Wealth Partners Inc | 779 | $190.1K | 0.09% | +779 | New |
| Paradigm Asset Management Co LLC | 800 | $195.2K | 0.05% | −200−20.0% | Reduced |
| Ameritas Investment Partners, Inc. | 818 | $199.6K | 0.01% | −78−8.7% | Reduced |
| Ballentine Partners, LLC | 824 | $201.1K | 0.00% | +824 | New |
| Nebula Research & Development LLC | 827 | $201.8K | 0.04% | +827 | New |
| Cadent Capital Advisors, LLC | 867 | $211.6K | 0.08% | +867 | New |
| MeadowBrook Investment Advisors LLC | 878 | $214.3K | 0.20% | −80−8.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 886 | $216.0K | 0.00% | +36+4.2% | Added |
| Brown Shipley& Co Ltd | 904 | $217.8K | 0.07% | −356−28.3% | Reduced |
| Harvey Capital Management Inc | 900 | $219.6K | 0.06% | +900 | New |
| State of Wyoming | 903 | $220.3K | 0.04% | −63−6.5% | Reduced |
| Studio Investment Management LLC | 906 | $221.1K | 0.05% | +69+8.2% | Added |
| Walleye Capital LLC | 917 | $223.8K | 0.00% | −8,705−90.5% | Reduced |
| Gotham Asset Management, LLC | 918 | $224.0K | 0.00% | +918 | New |
| Morningstar Investment Management LLC | 924 | $225.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 938 | $228.9K | 0.01% | −1,126−54.6% | Reduced |
| Natixis | 943 | $230.1K | 0.00% | +830+734.5% | Added |
| Wedmont Private Capital | 966 | $233.4K | 0.02% | +966 | New |
| NEOS Investment Management LLC | 972 | $237.2K | 0.01% | −17−1.7% | Reduced |
| Ethic Inc. | 981 | $239.4K | 0.01% | −3,040−75.6% | Reduced |
| Grandfield & Dodd, LLC | 982 | $239.6K | 0.02% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 985 | $240.4K | 0.20% | +985 | New |
| Lake Street Advisors Group, LLC | 996 | $243.1K | 0.01% | +64+6.9% | Added |
| BluePath Capital Management, LLC | 996 | $243.1K | 0.19% | +996 | New |
| Dearborn Partners LLC | 1,001 | $244.3K | 0.01% | −902−47.4% | Reduced |
| Centerpoint Advisors, LLC | 1,002 | $245.0K | 0.09% | −44−4.2% | Reduced |
| OneAscent Financial Services LLC | 1,003 | $245.0K | 0.03% | +1,003 | New |
| Voya Financial Advisors, Inc. | 1,005 | $246.3K | 0.03% | −61−5.7% | Reduced |
| Cobblestone Capital Advisors LLC | 1,012 | $246.9K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,024 | $249.9K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 1,055 | $257.4K | 0.02% | +1,055 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,070 | $261.1K | 0.01% | −520−32.7% | Reduced |
| HBK Sorce Advisory LLC | 1,075 | $262.2K | 0.01% | −62−5.5% | Reduced |
| Horizon Investments, LLC | 1,087 | $265.3K | 0.01% | +1+0.1% | Added |
| Dark Forest Capital Management LP | 1,110 | $270.9K | 0.05% | +1,110 | New |
| Paloma Partners Management Co | 1,115 | $272.1K | 0.04% | +1,115 | New |
| Mirabella Financial Services LLP | 1,115 | $272.6K | 0.02% | +1,115 | New |
| Greenleaf Trust | 1,120 | $273.3K | 0.00% | +70+6.7% | Added |
| Empowered Funds, LLC | 1,121 | $273.5K | 0.00% | +1,121 | New |
| Hilltop Holdings Inc. | 1,126 | $274.8K | 0.03% | −221−16.4% | Reduced |
| Point72 (DIFC) Ltd | 1,127 | $275.1K | 0.02% | +1,127 | New |
| Financial Advocates Investment Management | 1,150 | $280.5K | 0.02% | +35+3.1% | Added |
| Bessemer Group Inc | 1,179 | $287.0K | 0.00% | +82+7.5% | Added |
| Old National Bancorp | 1,180 | $287.9K | 0.01% | −186−13.6% | Reduced |
| PFG Investments, LLC | 1,203 | $293.6K | 0.02% | +222+22.6% | Added |
| Profund Advisors LLC | 1,205 | $294.0K | 0.01% | +129+12.0% | Added |
| Investment Management Corp of Ontario | 1,211 | $295.5K | 0.01% | −600−33.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,227 | $299.4K | 0.02% | −6−0.5% | Reduced |
| Outlook Wealth Advisors, LLC | 1,250 | $305.0K | 0.09% | +266+27.0% | Added |
| Bleakley Financial Group, LLC | 1,254 | $306.0K | 0.01% | +11+0.9% | Added |
| Simplicity Wealth,LLC | 1,254 | $306.0K | 0.01% | +1,254 | New |
| Lakeview Capital Partners, LLC | 1,270 | $309.9K | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,300 | $317.3K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,318 | $321.6K | 0.03% | −8−0.6% | Reduced |
| HighPoint Advisor Group LLC | 1,504 | $339.0K | 0.02% | +14+0.9% | Added |
| Jefferies Financial Group Inc. | 1,400 | $341.6K | 0.01% | −230−14.1% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $342.0K | 0.05% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $344.1K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 1,435 | $350.1K | 0.01% | +177+14.1% | Added |