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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 54,213 | $13.2M | 0.02% | −2,021−3.6% | Reduced |
| Great West Life Assurance Co | 54,449 | $13.3M | 0.03% | +1,229+2.3% | Added |
| Citigroup Inc | 55,401 | $13.5M | 0.01% | +20,016+56.6% | Added |
| Janney Montgomery Scott LLC | 56,325 | $13.7M | 0.04% | +4,298+8.3% | Added |
| Victory Capital Management Inc | 56,621 | $13.8M | 0.01% | −3,986−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 57,106 | $13.9M | 0.02% | −40,798−41.7% | Reduced |
| Wells Fargo & Company | 57,599 | $14.1M | 0.00% | +26,940+87.9% | Added |
| Standard Life Aberdeen plc | 58,571 | $14.3M | 0.03% | +2,117+3.7% | Added |
| Candriam Luxembourg S.C.A. | 58,640 | $14.3M | 0.09% | +8,374+16.7% | Added |
| Truist Financial Corp | 58,998 | $14.4M | 0.02% | +374+0.6% | Added |
| Kennedy Capital Management, Inc. | 60,434 | $14.7M | 0.30% | +8,877+17.2% | Added |
| Tredje AP-fonden | 62,042 | $15.1M | 0.16% | +6,300+11.3% | Added |
| Thematics Asset Management | 62,154 | $15.2M | 0.63% | −3,000−4.6% | Reduced |
| Danske Bank A/S | 62,951 | $15.4M | 0.05% | +62,951 | New |
| Nuance Investments, LLC | 63,572 | $15.5M | 0.41% | +63,572 | New |
| Allspring Global Investments Holdings, LLC | 63,699 | $15.5M | 0.02% | −91−0.1% | Reduced |
| Eventide Asset Management, LLC | 66,694 | $16.3M | 0.26% | +12,051+22.1% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 66,900 | $16.3M | 0.82% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 67,237 | $16.4M | 0.03% | −97−0.1% | Reduced |
| Fred Alger Management, LLC | 67,810 | $16.5M | 0.08% | +67,810 | New |
| Aviva PLC | 69,260 | $16.9M | 0.06% | +15,762+29.5% | Added |
| CI Private Wealth, LLC | 69,382 | $16.9M | 0.03% | +1,195+1.8% | Added |
| BNP Paribas Arbitrage, SA | 69,984 | $17.1M | 0.02% | +33,162+90.1% | Added |
| Bank of Montreal | 71,408 | $17.5M | 0.01% | −6,363−8.2% | Reduced |
| Comerica Bank | 74,095 | $18.1M | 0.08% | +248+0.3% | Added |
| Kempen Capital Management N.V. | 76,892 | $18.8M | 0.23% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 77,450 | $18.9M | 0.31% | +5,620+7.8% | Added |
| State Board of Administration of Florida Retirement System | 88,443 | $20.4M | 0.05% | +5,161+6.2% | Added |
| Harvey Investment Co LLC | 88,354 | $21.6M | 2.43% | −1,455−1.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 91,755 | $22.4M | 0.03% | +15,650+20.6% | Added |
| Raymond James & Associates | 93,358 | $22.8M | 0.02% | +16,893+22.1% | Added |
| Thrivent Financial for Lutherans | 93,913 | $22.9M | 0.05% | +4,385+4.9% | Added |
| Alliancebernstein L.P. | 95,769 | $23.4M | 0.01% | −21,256−18.2% | Reduced |
| New York State Common Retirement Fund | 96,696 | $23.6M | 0.03% | −5,678−5.5% | Reduced |
| Principal Financial Group Inc | 97,557 | $23.8M | 0.01% | +3,935+4.2% | Added |
| Duff & Phelps Investment Management Co | 99,916 | $24.4M | 0.29% | +35,512+55.1% | Added |
| SEI Investments Co | 101,341 | $24.7M | 0.04% | −3,721−3.5% | Reduced |
| DekaBank Deutsche Girozentrale | 103,147 | $25.0M | 0.05% | +1,763+1.7% | Added |
| AE Wealth Management LLC | 112,524 | $27.5M | 0.31% | +18,620+19.8% | Added |
| California State Teachers Retirement System | 117,533 | $28.7M | 0.04% | +281+0.2% | Added |
| Balyasny Asset Management LLC | 118,331 | $28.9M | 0.07% | +43,500+58.1% | Added |
| National Pension Service | 118,332 | $28.9M | 0.03% | +1,335+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 118,680 | $29.0M | 0.10% | +2,548+2.2% | Added |
| Geneva Capital Management LLC | 118,734 | $29.0M | 0.51% | −2,654−2.2% | Reduced |
| Royal Bank of Canada | 125,539 | $30.6M | 0.01% | −7,735−5.8% | Reduced |
| Northwest & Ethical Investments L.P. | 128,974 | $31.5M | 0.91% | −718−0.6% | Reduced |
| Envestnet Asset Management Inc | 135,141 | $33.0M | 0.01% | +7,616+6.0% | Added |
| TD Asset Management Inc | 149,680 | $36.5M | 0.03% | +4,764+3.3% | Added |
| Assenagon Asset Management S.A. | 152,601 | $37.2M | 0.10% | −36,542−19.3% | Reduced |
| AXA S.A. | 166,409 | $40.6M | 0.12% | +56,974+52.1% | Added |
| Ensemble Capital Management, LLC | 168,703 | $41.2M | 3.45% | +92,925+122.6% | Added |
| Rhumbline Advisers | 176,474 | $43.1M | 0.04% | −1,835−1.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,945 | $44.9M | 0.03% | +3,391+1.9% | Added |
| CIBC Private Wealth Group, LLC | 188,637 | $45.4M | 0.09% | +205+0.1% | Added |
| Gamco Investors, Inc. Et Al | 188,568 | $46.0M | 0.47% | −3,360−1.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 192,186 | $46.9M | 0.09% | +93,700+95.1% | Added |
| Port Capital LLC | 193,645 | $47.3M | 2.37% | −37,393−16.2% | Reduced |
| Franklin Resources Inc | 197,412 | $48.2M | 0.02% | +930.0% | Added |
| Capital World Investors | 200,000 | $48.8M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 208,463 | $50.9M | 0.02% | −26,975−11.5% | Reduced |
| Credit Suisse AG | 211,765 | $51.7M | 0.05% | −21,739−9.3% | Reduced |
| Boston Trust Walden Corp | 216,670 | $52.9M | 0.38% | +15,518+7.7% | Added |
| Premier Fund Managers Ltd | 220,000 | $53.9M | 2.14% | 00.0% | Unchanged |
| Gabelli Funds LLC | 224,750 | $54.8M | 0.40% | −9,500−4.1% | Reduced |
| Qube Research & Technologies Ltd | 225,897 | $55.1M | 0.10% | −139,276−38.1% | Reduced |
| Swiss National Bank | 226,500 | $55.3M | 0.04% | −9,900−4.2% | Reduced |
| UBS Group AG | 226,740 | $55.3M | 0.02% | +169,485+296.0% | Added |
| Two Sigma Advisers, LP | 230,500 | $56.2M | 0.13% | −89,700−28.0% | Reduced |
| Schroder Investment Management Group | 231,562 | $56.5M | 0.07% | −62,239−21.2% | Reduced |
| Ensign Peak Advisors, Inc | 255,261 | $62.3M | 0.11% | +91,340+55.7% | Added |
| Robeco Schweiz AG | 260,423 | $63.5M | 1.11% | −15,603−5.7% | Reduced |
| Two Sigma Investments, LP | 261,148 | $63.7M | 0.16% | −103,711−28.4% | Reduced |
| Deutsche Bank AG | 261,454 | $63.8M | 0.03% | +12,689+5.1% | Added |
| California Public Employees Retirement System | 270,258 | $65.9M | 0.05% | +1,235+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 273,285 | $66.7M | 0.18% | −102,987−27.4% | Reduced |
| Maren Capital LLC | 278,215 | $67.9M | 6.54% | +48,889+21.3% | Added |
| Mountain Pacific Investment Advisers Inc | 284,381 | $69.4M | 3.88% | −277−0.1% | Reduced |
| HSBC Holdings PLC | 295,702 | $72.1M | 0.05% | +45,502+18.2% | Added |
| Public Employees Retirement Association of Colorado | 313,109 | $76.4M | 0.33% | −616−0.2% | Reduced |
| Primecap Management Co | 322,910 | $78.8M | 0.06% | −1,470−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 354,946 | $79.4M | 0.17% | −61,077−14.7% | Reduced |
| Allianz Asset Management GmbH | 330,581 | $80.7M | 0.14% | −50,133−13.2% | Reduced |
| Ceredex Value Advisors LLC | 330,941 | $80.8M | 1.41% | −80,552−19.6% | Reduced |
| Bamco Inc | 332,322 | $81.1M | 0.22% | −53,434−13.9% | Reduced |
| Ameriprise Financial Inc | 334,363 | $81.6M | 0.02% | −59,952−15.2% | Reduced |
| Clearbridge Investments, LLC | 335,672 | $81.9M | 0.06% | +840.0% | Added |
| State Farm Mutual Automobile Insurance Co | 335,939 | $82.0M | 0.07% | 00.0% | Unchanged |
| Nordea Investment Management AB | 342,170 | $83.8M | 0.10% | +206,345+151.9% | Added |
| GW&K Investment Management, LLC | 353,350 | $86.2M | 0.76% | +57,820+19.6% | Added |
| Westfield Capital Management Co LP | 359,880 | $87.8M | 0.46% | −10,925−2.9% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 373,902 | $91.2M | 0.36% | −10,095−2.6% | Reduced |
| Baird Financial Group, Inc. | 377,342 | $92.1M | 0.19% | −3,386−0.9% | Reduced |
| Snyder Capital Management L P | 391,161 | $95.5M | 2.04% | +11,375+3.0% | Added |
| Dimensional Fund Advisors LP | 392,121 | $95.7M | 0.03% | +22,853+6.2% | Added |
| CCLA Investment Management Ltd | 425,788 | $104.5M | 1.60% | +30,277+7.7% | Added |
| Goldman Sachs Group Inc | 429,137 | $104.7M | 0.02% | −63,673−12.9% | Reduced |
| First Trust Advisors LP | 472,215 | $115.2M | 0.12% | +61,811+15.1% | Added |
| Legal & General Group Plc | 492,434 | $120.2M | 0.03% | −31,435−6.0% | Reduced |
| FMR LLC | 506,984 | $123.7M | 0.01% | −116,768−18.7% | Reduced |
| Bank of America Corp | 515,689 | $125.8M | 0.01% | +46,185+9.8% | Added |