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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 515,975 | $125.9M | 0.04% | +2,342+0.5% | Added |
| Bank of New York Mellon Corp | 553,477 | $135.1M | 0.03% | −18,833−3.3% | Reduced |
| Fisher Asset Management, LLC | 563,885 | $137.6M | 0.06% | +134,864+31.4% | Added |
| Charles Schwab Investment Management Inc | 615,918 | $150.3M | 0.03% | +7,174+1.2% | Added |
| King Luther Capital Management Corp | 644,424 | $157.3M | 0.71% | +10,016+1.6% | Added |
| Northern Trust Corp | 710,665 | $173.4M | 0.03% | −39,149−5.2% | Reduced |
| Champlain Investment Partners, LLC | 731,651 | $178.5M | 1.02% | −373,690−33.8% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 800,000 | $195.2M | 1.12% | +18,828+2.4% | Added |
| Fenimore Asset Management Inc | 809,324 | $197.5M | 4.17% | +34,264+4.4% | Added |
| Norges Bank | 848,902 | $207.1M | 0.03% | −244,669−22.4% | Reduced |
| Brown Advisory Inc | 873,054 | $213.0M | 0.28% | −37,806−4.2% | Reduced |
| JPMorgan Chase & Co | 1,114,457 | $271.9M | 0.02% | +89,916+8.8% | Added |
| Barclays PLC | 1,168,008 | $285.0M | 0.13% | +26,698+2.3% | Added |
| Amundi | 1,295,845 | $300.1M | 0.13% | −399,919−23.6% | Reduced |
| Invesco Ltd. | 1,337,229 | $326.3M | 0.07% | +254,036+23.5% | Added |
| Pictet Asset Management Holding SA | 1,665,997 | $406.5M | 0.44% | −182,754−9.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,771,716 | $432.3M | 0.26% | +78,463+4.6% | Added |
| Geode Capital Management, LLC | 1,822,208 | $443.6M | 0.04% | +74,276+4.2% | Added |
| Wellington Management Group LLP | 1,958,755 | $478.0M | 0.08% | −260,471−11.7% | Reduced |
| Impax Asset Management Group plc | 1,962,332 | $478.8M | 1.83% | −228,409−10.4% | Reduced |
| Morgan Stanley | 2,290,470 | $558.9M | 0.04% | −225,660−9.0% | Reduced |
| State Street Corp | 2,980,948 | $727.4M | 0.03% | −10,663−0.4% | Reduced |
| BlackRock Inc. | 6,084,052 | $1.48B | 0.03% | +15,725+0.3% | Added |
| Price T Rowe Associates Inc | 7,964,956 | $1.94B | 0.24% | +555,250+7.5% | Added |
| Vanguard Group Inc | 9,202,074 | $2.25B | 0.04% | +21,873+0.2% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −252,467−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −33,925−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −15,449−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,724−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,127−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,023−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −5,612−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,320−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |
| DB Fitzpatrick & Co, Inc | 0 | $0 | 0.00% | −2,833−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Jacobson & Schmitt Advisors, LLC | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Trust Co of the South | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Sonen Capital LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |