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Livermore
ZHEN

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.

Institutional holdersQ1 2024: 625 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ1 2024: $17.8B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2023.

Institutions holding IEX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
RMR Wealth Builders1,437$350.7K0.04%00.0%Unchanged
Siemens Fonds Invest GmbH1,464$357.2K0.03%−35−2.3%Reduced
Ieq Capital, LLC1,473$359.5K0.01%+47+3.3%Added
Wahed Invest LLC1,481$361.4K0.08%+192+14.9%Added
Empirical Asset Management, LLC1,497$365.2K0.18%+1,497New
TD Waterhouse Canada Inc.1,526$365.4K0.00%−11−0.7%Reduced
NBC Securities, Inc.1,504$367.0K0.03%−6−0.4%Reduced
Stratos Wealth Partners, LTD.1,510$368.5K0.01%+307+25.5%Added
Raymond James Trust N.A.1,515$369.7K0.01%+61+4.2%Added
Handelsinvest Investeringsforvaltning1,516$370.0K0.18%−787−34.2%Reduced
Pinebridge Investments, L.P.1,540$375.8K0.00%−5,633−78.5%Reduced
Kestra Private Wealth Services, LLC1,549$378.0K0.01%+178+13.0%Added
Federation des caisses Desjardins du Quebec1,635$389.8K0.00%+1,296+382.3%Added
Estabrook Capital Management1,600$390.4K0.06%00.0%Unchanged
Tokio Marine Asset Management Co Ltd1,623$396.0K0.02%+116+7.7%Added
Banque Cantonale Vaudoise1,628$397.0K0.02%−764−31.9%Reduced
Brevan Howard Capital Management LP1,644$401.2K0.04%+1,644New
Public Sector Pension Investment Board1,674$408.5K0.00%−100−5.6%Reduced
Arthur M. Cohen & Associates, LLC1,700$414.8K0.09%00.0%Unchanged
Heartland Bank & Trust Co1,756$428.5K0.25%−19−1.1%Reduced
CWM, LLC1,756$429.0K0.00%−236−11.8%Reduced
Kepos Capital LP1,789$437.0K0.11%−297−14.2%Reduced
Fifth Third Bancorp1,807$440.9K0.00%+9+0.5%Added
Smartleaf Asset Management LLC1,830$448.5K0.09%+359+24.4%Added
Phoenix Holdings Ltd.1,874$456.1K0.01%+47+2.6%Added
Virtu Financial LLC1,921$469.0K0.04%+1,921New
Vident Advisory, LLC1,927$470.2K0.01%−280−12.7%Reduced
Cipher Capital LP1,938$472.9K0.22%+630+48.2%Added
Oarsman Capital, Inc.1,945$474.6K0.11%+33+1.7%Added
StoneX Group Inc.2,095$511.1K0.05%+838+66.7%Added
Guinness Asset Management LTD2,102$513.1K0.01%00.0%Unchanged
Shell Asset Management Co2,554$514.0K0.02%−4,275−62.6%Reduced
Wealth Enhancement Advisory Services, LLC2,149$524.4K0.00%−1,380−39.1%Reduced
Congress Asset Management Co2,162$527.6K0.00%−1,257−36.8%Reduced
Guggenheim Capital LLC2,164$528.1K0.00%−9,022−80.7%Reduced
Ossiam2,196$535.9K0.01%−2,211−50.2%Reduced
Boothbay Fund Management, LLC2,198$536.4K0.02%+851+63.2%Added
Kestra Advisory Services, LLC2,217$541.0K0.00%+425+23.7%Added
V-Square Quantitative Management LLC2,220$541.7K0.09%+302+15.7%Added
Beck Mack & Oliver LLC2,250$549.0K0.01%00.0%Unchanged
Pekin Hardy Strauss, Inc.2,250$549.0K0.08%00.0%Unchanged
Artemis Investment Management LLP2,277$555.4K0.01%−3,026−57.1%Reduced
Burney Co2,290$558.8K0.02%−10−0.4%Reduced
Park Avenue Securities LLC2,293$559.0K0.01%+278+13.8%Added
Northwestern Mutual Investment Management Company, LLC2,400$585.6K0.02%+6+0.3%Added
Private Advisor Group, LLC2,415$589.3K0.00%−3−0.1%Reduced
Symmetry Partners, LLC2,416$590.0K0.05%00.0%Unchanged
Oak Thistle LLC2,448$597.4K0.54%−2,485−50.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,451$598.1K0.03%+124+5.3%Added
Kentucky Retirement Systems Insurance Trust Fund2,496$609.1K0.04%−198−7.3%Reduced
Norinchukin Bank, The2,502$610.5K0.02%−31−1.2%Reduced
Quantinno Capital Management LP2,521$615.0K0.01%−97−3.7%Reduced
Waratah Capital Advisors Ltd.2,563$625.4K0.03%+2,563New
Empirical Finance, LLC2,593$632.7K0.04%+91+3.6%Added
Machina Capital S.A.S.2,614$637.9K0.34%+305+13.2%Added
First Manhattan Co2,653$647.4K0.00%00.0%Unchanged
Welch Group, LLC2,700$658.9K0.03%00.0%Unchanged
Hikari Power Ltd2,710$661.0K0.06%00.0%Unchanged
APG Asset Management N.V.2,939$664.1K0.00%00.0%Unchanged
Bahl & Gaynor Inc2,739$668.4K0.00%−111−3.9%Reduced
Central Pacific Bank - Trust Division2,778$669.1K0.08%+2,778New
O'Shaughnessy Asset Management, LLC2,752$671.5K0.01%+689+33.4%Added
RSM US Wealth Management LLC2,754$672.0K0.02%+784+39.8%Added
Point72 Hong Kong Ltd2,792$681.3K0.03%+2,792New
Commonwealth Equity Services, LLC2,841$693.0K0.00%−944−24.9%Reduced
Everence Capital Management Inc2,840$693.0K0.05%00.0%Unchanged
Wetherby Asset Management Inc2,844$694.0K0.03%−36−1.3%Reduced
Altshuler Shaham Ltd2,846$694.5K0.03%−950−25.0%Reduced
First Pacific Financial2,853$696.2K0.19%+37+1.3%Added
Sheets Smith Wealth Management2,870$700.3K0.08%+2,870New
Lecap Asset Management Ltd2,885$704.0K0.15%+2,885New
E. Ohman J:or Asset Management AB2,900$707.7K0.02%00.0%Unchanged
Alberta Investment Management Corp2,900$707.7K0.01%+900+45.0%Added
Teacher Retirement System of Texas2,903$708.0K0.00%−571−16.4%Reduced
Sandhill Capital Partners LLC2,907$709.4K0.06%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,967$724.0K0.01%+365+14.0%Added
Bank Julius Baer & Co. Ltd, Zurich3,006$733.5K0.00%+536+21.7%Added
SRB Corp3,006$733.5K0.04%+3,006New
Metropolitan Life Insurance Co3,050$744.3K0.03%−28−0.9%Reduced
Blair William & Co3,104$757.4K0.00%+183+6.3%Added
Schonfeld Strategic Advisors LLC3,110$758.9K0.01%−25,260−89.0%Reduced
ISAM Funds (UK) Ltd3,134$764.8K0.44%+3,134New
Ostrum Asset Management3,197$780.1K0.06%+323+11.2%Added
Segment Wealth Management, LLC3,221$786.0K0.06%00.0%Unchanged
Alps Advisors Inc3,275$799.2K0.01%−1,446−30.6%Reduced
Fagan Associates, Inc.3,385$826.0K0.15%00.0%Unchanged
Simmons Bank3,397$828.9K0.06%−75−2.2%Reduced
Inceptionr LLC3,400$829.7K0.21%+3,400New
Diversified Trust Co3,439$839.2K0.03%−2,103−37.9%Reduced
CBOE Vest Financial, LLC3,445$840.6K0.02%+2,323+207.0%Added
Rice Hall James & Associates, LLC3,469$846.5K0.05%−77−2.2%Reduced
Glenmede Trust Co NA3,581$873.8K0.00%−10.0%Reduced
HRT Financial LP3,597$877.0K0.01%+2,355+189.6%Added
Stock Yards Bank & Trust Co3,620$883.4K0.03%00.0%Unchanged
Sepio Capital, LP3,731$910.4K0.08%+224+6.4%Added
Wealthfront Advisers LLC3,772$920.4K0.00%−111−2.9%Reduced
First Bank & Trust3,782$922.9K0.19%−1,026−21.3%Reduced
B. Metzler seel. Sohn & Co. AG3,791$925.1K0.01%00.0%Unchanged
New Mexico Educational Retirement Board3,800$927.0K0.03%−100−2.6%Reduced
Swiss Life Asset Management Ltd3,857$941.2K0.01%−45,979−92.3%Reduced