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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $941.7K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,889 | $949.0K | 0.07% | +3,889 | New |
| Cresset Asset Management, LLC | 3,889 | $949.1K | 0.00% | +205+5.6% | Added |
| Gateway Investment Advisers LLC | 3,926 | $958.0K | 0.01% | −53−1.3% | Reduced |
| Duncker Streett & Co Inc | 3,961 | $966.7K | 0.19% | 00.0% | Unchanged |
| Vestcor Inc | 3,969 | $969.0K | 0.03% | −1,678−29.7% | Reduced |
| Mairs & Power Inc | 4,000 | $976.1K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,037 | $985.0K | 0.08% | −1,438−26.3% | Reduced |
| Hahn Capital Management LLC | 4,243 | $1.04M | 0.62% | −2,456−36.7% | Reduced |
| Credit Agricole S A | 4,646 | $1.05M | 0.02% | +2,506+117.1% | Added |
| Marshall Financial Group LLC | 4,359 | $1.06M | 0.31% | +369+9.2% | Added |
| Securian Asset Management, Inc | 4,373 | $1.07M | 0.03% | −399−8.4% | Reduced |
| Toroso Investments, LLC | 4,383 | $1.07M | 0.02% | +356+8.8% | Added |
| Louisiana State Employees Retirement System | 4,400 | $1.07M | 0.02% | −200−4.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,420 | $1.08M | 0.02% | +762+20.8% | Added |
| Albert D Mason Inc | 4,509 | $1.10M | 0.68% | +45+1.0% | Added |
| Compass Ion Advisors, LLC | 4,547 | $1.11M | 0.16% | −2,675−37.0% | Reduced |
| Peregrine Capital Management LLC | 4,603 | $1.12M | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,686 | $1.14M | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,690 | $1.14M | 0.09% | −70−1.5% | Reduced |
| UniSuper Management Pty Ltd | 4,795 | $1.17M | 0.01% | +3,871+418.9% | Added |
| Quadrature Capital Ltd | 4,842 | $1.18M | 0.02% | −7,843−61.8% | Reduced |
| Hartford Investment Management Co | 4,882 | $1.19M | 0.04% | −219−4.3% | Reduced |
| Creative Planning | 4,940 | $1.21M | 0.00% | +468+10.5% | Added |
| Tower Research Capital LLC (TRC) | 4,975 | $1.21M | 0.03% | −6,201−55.5% | Reduced |
| Edentree Asset Management Ltd | 5,051 | $1.23M | 0.39% | +344+7.3% | Added |
| Illinois Municipal Retirement Fund | 5,101 | $1.25M | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,121 | $1.25M | 0.01% | +101+2.0% | Added |
| Mercer Global Advisors Inc | 5,109 | $1.25M | 0.00% | +701+15.9% | Added |
| Apollon Wealth Management, LLC | 5,152 | $1.26M | 0.04% | +1,057+25.8% | Added |
| Buffington Mohr McNeal | 5,274 | $1.29M | 0.23% | +188+3.7% | Added |
| Maryland State Retirement & Pension System | 5,771 | $1.31M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,400 | $1.32M | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,518 | $1.35M | 0.09% | +732+15.3% | Added |
| Kentucky Retirement Systems | 5,743 | $1.40M | 0.04% | −308−5.1% | Reduced |
| Verition Fund Management LLC | 5,746 | $1.40M | 0.01% | −3,654−38.9% | Reduced |
| Pitcairn Co | 5,774 | $1.41M | 0.09% | −343−5.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,778 | $1.41M | 0.01% | −116−2.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,812 | $1.42M | 0.37% | −1,269−17.9% | Reduced |
| Stifel Financial Corp | 5,902 | $1.44M | 0.00% | +3,055+107.3% | Added |
| JustInvest LLC | 5,937 | $1.45M | 0.03% | +1,098+22.7% | Added |
| Glenview Trust Co | 5,973 | $1.46M | 0.03% | +100+1.7% | Added |
| NFJ Investment Group, LLC | 5,998 | $1.46M | 0.04% | +5,998 | New |
| Macquarie Group Ltd | 6,089 | $1.49M | 0.00% | −628−9.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,182 | $1.51M | 0.01% | −321−4.9% | Reduced |
| Numerai GP LLC | 6,202 | $1.51M | 0.65% | +4,629+294.3% | Added |
| Quantbot Technologies LP | 6,226 | $1.52M | 0.09% | −5,088−45.0% | Reduced |
| Rafferty Asset Management, LLC | 6,288 | $1.53M | 0.01% | −54−0.9% | Reduced |
| Metis Global Partners, LLC | 6,288 | $1.53M | 0.06% | +122+2.0% | Added |
| Oregon Public Employees Retirement Fund | 6,415 | $1.57M | 0.03% | −1,817−22.1% | Reduced |
| Gulf International Bank (UK) Ltd | 6,525 | $1.59M | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,767 | $1.65M | 0.00% | +260+4.0% | Added |
| American Century Companies Inc | 6,836 | $1.67M | 0.00% | +222+3.4% | Added |
| Bard Associates Inc | 6,850 | $1.67M | 0.60% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,902 | $1.68M | 0.00% | +5,182+301.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,915 | $1.69M | 0.00% | +1,128+19.5% | Added |
| Capstone Investment Advisors, LLC | 7,024 | $1.71M | 0.03% | +6,386+1,000.9% | Added |
| Crossmark Global Holdings, Inc. | 7,140 | $1.74M | 0.03% | +326+4.8% | Added |
| First Hawaiian Bank | 7,248 | $1.77M | 0.05% | −105−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,250 | $1.77M | 0.02% | −70−1.0% | Reduced |
| Montag A & Associates Inc | 7,340 | $1.79M | 0.09% | −780−9.6% | Reduced |
| QRG Capital Management, Inc. | 7,577 | $1.85M | 0.02% | +1,108+17.1% | Added |
| CIBC World Markets Corp | 7,590 | $1.85M | 0.01% | −2,146−22.0% | Reduced |
| Atria Investments LLC | 7,599 | $1.85M | 0.03% | +324+4.5% | Added |
| Jump Financial, LLC | 7,665 | $1.87M | 0.05% | −6,065−44.2% | Reduced |
| Regions Financial Corp | 7,985 | $1.95M | 0.01% | −3,900−32.8% | Reduced |
| Henshaw Capital LLC | 8,068 | $1.97M | 0.09% | +25+0.3% | Added |
| Robeco Institutional Asset Management B.V. | 8,076 | $1.97M | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,215 | $2.01M | 0.02% | +3,297+67.0% | Added |
| Colony Group, LLC | 8,317 | $2.03M | 0.02% | +1,375+19.8% | Added |
| Millennium Management LLC | 8,452 | $2.06M | 0.00% | −4,300−33.7% | Reduced |
| Commerce Bank | 8,491 | $2.07M | 0.01% | +53+0.6% | Added |
| Duality Advisers, LP | 8,498 | $2.07M | 0.20% | −17,041−66.7% | Reduced |
| Advisor Group Holdings, Inc. | 8,504 | $2.08M | 0.00% | −2,156−20.2% | Reduced |
| Mariner, LLC | 8,511 | $2.08M | 0.00% | +734+9.4% | Added |
| Nissay Asset Management Corp | 8,662 | $2.11M | 0.01% | +163+1.9% | Added |
| Janus Henderson Group PLC | 8,734 | $2.13M | 0.00% | +10.0% | Added |
| Exchange Traded Concepts, LLC | 8,773 | $2.14M | 0.06% | −559−6.0% | Reduced |
| Tortoise Index Solutions, LLC | 8,773 | $2.14M | 0.43% | −559−6.0% | Reduced |
| Lloyd Advisory Services, LLC. | 8,800 | $2.15M | 0.46% | +7,393+525.4% | Added |
| British Columbia Investment Management Corp | 9,029 | $2.20M | 0.02% | +330+3.8% | Added |
| RMB Capital Management, LLC | 9,064 | $2.21M | 0.05% | −5−0.1% | Reduced |
| Guyasuta Investment Advisors Inc | 10,404 | $2.26M | 0.16% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 9,289 | $2.27M | 0.01% | +481+5.5% | Added |
| Oppenheimer Asset Management Inc. | 9,433 | $2.30M | 0.03% | −155−1.6% | Reduced |
| ING Groep NV | 9,434 | $2.30M | 0.02% | +1,181+14.3% | Added |
| STRS Ohio | 9,439 | $2.30M | 0.01% | +9,439 | New |
| Bank of Nova Scotia | 9,511 | $2.32M | 0.00% | +144+1.5% | Added |
| Intrust Bank NA | 9,913 | $2.42M | 0.26% | −477−4.6% | Reduced |
| Mutual of America Capital Management LLC | 9,919 | $2.42M | 0.03% | −247−2.4% | Reduced |
| Johnson Investment Counsel Inc | 10,392 | $2.54M | 0.03% | +1,780+20.7% | Added |
| New York Life Investment Management LLC | 10,418 | $2.54M | 0.03% | −394−3.6% | Reduced |
| Xponance, Inc. | 10,877 | $2.65M | 0.03% | +713+7.0% | Added |
| Van Eck Associates Corp | 11,177 | $2.73M | 0.00% | +720+6.9% | Added |
| Coldstream Capital Management Inc | 11,191 | $2.73M | 0.07% | −824−6.9% | Reduced |
| Rockefeller Capital Management L.P. | 11,280 | $2.75M | 0.01% | −118−1.0% | Reduced |
| Covea Finance | 11,500 | $2.81M | 0.13% | −4,000−25.8% | Reduced |
| Jane Street Group, LLC | 11,998 | $2.93M | 0.00% | +4,526+60.6% | Added |
| Brinker Capital Investments, LLC | 12,628 | $3.08M | 0.03% | +3,008+31.3% | Added |
| Orion Portfolio Solutions, LLC | 12,628 | $3.08M | 0.03% | +3,008+31.3% | Added |