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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 17,742 | $4.33M | 0.01% | +16,032+937.5% | Added |
| Forsta Ap-Fonden | 17,600 | $4.29M | 0.04% | +1,800+11.4% | Added |
| K.J. Harrison & Partners Inc | 17,430 | $4.25M | 0.66% | −970−5.3% | Reduced |
| Retirement Systems of Alabama | 16,692 | $4.07M | 0.02% | +25+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,602 | $4.05M | 0.03% | +41+0.2% | Added |
| Trexquant Investment LP | 16,512 | $4.03M | 0.08% | +16,512 | New |
| Atom Investors LP | 16,451 | $4.01M | 0.50% | +16,451 | New |
| Skandinaviska Enskilda Banken AB (publ) | 16,101 | $3.93M | 0.02% | −338−2.1% | Reduced |
| Handelsbanken Fonder AB | 15,800 | $3.86M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 15,776 | $3.85M | 0.03% | −2,410−13.3% | Reduced |
| Texas Permanent School Fund | 15,637 | $3.82M | 0.03% | +19+0.1% | Added |
| National Bank of Canada | 16,697 | $3.78M | 0.01% | −3,490−17.3% | Reduced |
| ProShare Advisors LLC | 15,406 | $3.76M | 0.01% | −579−3.6% | Reduced |
| Papp L Roy & Associates | 15,380 | $3.75M | 0.45% | −440−2.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 16,225 | $3.52M | 1.35% | −251−1.5% | Reduced |
| Intech Investment Management LLC | 13,799 | $3.37M | 0.05% | +10,709+346.6% | Added |
| Bokf, NA | 13,561 | $3.27M | 0.06% | +11+0.1% | Added |
| Czech National Bank | 13,306 | $3.25M | 0.04% | +61+0.5% | Added |
| Utah Retirement Systems | 13,108 | $3.20M | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 12,983 | $3.17M | 0.02% | +1,629+14.3% | Added |
| Daiwa Securities Group Inc. | 12,879 | $3.14M | 0.02% | −1,357−9.5% | Reduced |
| HighTower Advisors, LLC | 12,971 | $3.14M | 0.01% | −1,054−7.5% | Reduced |
| Yousif Capital Management, LLC | 12,857 | $3.14M | 0.03% | +2,324+22.1% | Added |
| FIL Ltd | 12,791 | $3.12M | 0.00% | +2,877+29.0% | Added |
| State of Alaska, Department of Revenue | 12,637 | $3.08M | 0.04% | −1,280−9.2% | Reduced |
| 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 |
| Jane Street Group, LLC | 11,998 | $2.93M | 0.00% | +4,526+60.6% | Added |
| Covea Finance | 11,500 | $2.81M | 0.13% | −4,000−25.8% | Reduced |
| Rockefeller Capital Management L.P. | 11,280 | $2.75M | 0.01% | −118−1.0% | Reduced |
| Coldstream Capital Management Inc | 11,191 | $2.73M | 0.07% | −824−6.9% | Reduced |
| Van Eck Associates Corp | 11,177 | $2.73M | 0.00% | +720+6.9% | Added |
| Xponance, Inc. | 10,877 | $2.65M | 0.03% | +713+7.0% | Added |
| New York Life Investment Management LLC | 10,418 | $2.54M | 0.03% | −394−3.6% | Reduced |
| Johnson Investment Counsel Inc | 10,392 | $2.54M | 0.03% | +1,780+20.7% | Added |
| Mutual of America Capital Management LLC | 9,919 | $2.42M | 0.03% | −247−2.4% | Reduced |
| Intrust Bank NA | 9,913 | $2.42M | 0.26% | −477−4.6% | Reduced |
| Bank of Nova Scotia | 9,511 | $2.32M | 0.00% | +144+1.5% | Added |
| STRS Ohio | 9,439 | $2.30M | 0.01% | +9,439 | New |
| ING Groep NV | 9,434 | $2.30M | 0.02% | +1,181+14.3% | Added |
| Oppenheimer Asset Management Inc. | 9,433 | $2.30M | 0.03% | −155−1.6% | Reduced |
| Pathstone Holdings, LLC | 9,289 | $2.27M | 0.01% | +481+5.5% | Added |
| Guyasuta Investment Advisors Inc | 10,404 | $2.26M | 0.16% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,064 | $2.21M | 0.05% | −5−0.1% | Reduced |
| British Columbia Investment Management Corp | 9,029 | $2.20M | 0.02% | +330+3.8% | Added |
| Lloyd Advisory Services, LLC. | 8,800 | $2.15M | 0.46% | +7,393+525.4% | 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 |
| Janus Henderson Group PLC | 8,734 | $2.13M | 0.00% | +10.0% | Added |
| Nissay Asset Management Corp | 8,662 | $2.11M | 0.01% | +163+1.9% | Added |
| Mariner, LLC | 8,511 | $2.08M | 0.00% | +734+9.4% | Added |
| Advisor Group Holdings, Inc. | 8,504 | $2.08M | 0.00% | −2,156−20.2% | Reduced |
| Duality Advisers, LP | 8,498 | $2.07M | 0.20% | −17,041−66.7% | Reduced |
| Commerce Bank | 8,491 | $2.07M | 0.01% | +53+0.6% | Added |
| Millennium Management LLC | 8,452 | $2.06M | 0.00% | −4,300−33.7% | Reduced |
| Colony Group, LLC | 8,317 | $2.03M | 0.02% | +1,375+19.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,215 | $2.01M | 0.02% | +3,297+67.0% | Added |
| Robeco Institutional Asset Management B.V. | 8,076 | $1.97M | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,068 | $1.97M | 0.09% | +25+0.3% | Added |
| Regions Financial Corp | 7,985 | $1.95M | 0.01% | −3,900−32.8% | Reduced |
| Jump Financial, LLC | 7,665 | $1.87M | 0.05% | −6,065−44.2% | Reduced |
| Atria Investments LLC | 7,599 | $1.85M | 0.03% | +324+4.5% | Added |
| CIBC World Markets Corp | 7,590 | $1.85M | 0.01% | −2,146−22.0% | Reduced |
| QRG Capital Management, Inc. | 7,577 | $1.85M | 0.02% | +1,108+17.1% | Added |
| Montag A & Associates Inc | 7,340 | $1.79M | 0.09% | −780−9.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,250 | $1.77M | 0.02% | −70−1.0% | Reduced |
| First Hawaiian Bank | 7,248 | $1.77M | 0.05% | −105−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 7,140 | $1.74M | 0.03% | +326+4.8% | Added |
| Capstone Investment Advisors, LLC | 7,024 | $1.71M | 0.03% | +6,386+1,000.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,915 | $1.69M | 0.00% | +1,128+19.5% | Added |
| Cetera Investment Advisers | 6,902 | $1.68M | 0.00% | +5,182+301.3% | Added |
| Bard Associates Inc | 6,850 | $1.67M | 0.60% | 00.0% | Unchanged |
| American Century Companies Inc | 6,836 | $1.67M | 0.00% | +222+3.4% | Added |
| Mackenzie Financial Corp | 6,767 | $1.65M | 0.00% | +260+4.0% | Added |
| Gulf International Bank (UK) Ltd | 6,525 | $1.59M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,415 | $1.57M | 0.03% | −1,817−22.1% | 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 |
| Quantbot Technologies LP | 6,226 | $1.52M | 0.09% | −5,088−45.0% | Reduced |
| Numerai GP LLC | 6,202 | $1.51M | 0.65% | +4,629+294.3% | Added |
| Teachers Retirement System of the State of Kentucky | 6,182 | $1.51M | 0.01% | −321−4.9% | Reduced |
| Macquarie Group Ltd | 6,089 | $1.49M | 0.00% | −628−9.3% | Reduced |
| NFJ Investment Group, LLC | 5,998 | $1.46M | 0.04% | +5,998 | New |
| Glenview Trust Co | 5,973 | $1.46M | 0.03% | +100+1.7% | Added |
| JustInvest LLC | 5,937 | $1.45M | 0.03% | +1,098+22.7% | Added |
| Stifel Financial Corp | 5,902 | $1.44M | 0.00% | +3,055+107.3% | Added |
| Mission Creek Capital Partners, Inc. | 5,812 | $1.42M | 0.37% | −1,269−17.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,778 | $1.41M | 0.01% | −116−2.0% | Reduced |
| Pitcairn Co | 5,774 | $1.41M | 0.09% | −343−5.6% | Reduced |
| Verition Fund Management LLC | 5,746 | $1.40M | 0.01% | −3,654−38.9% | Reduced |
| Kentucky Retirement Systems | 5,743 | $1.40M | 0.04% | −308−5.1% | Reduced |
| CenterBook Partners LP | 5,518 | $1.35M | 0.09% | +732+15.3% | Added |
| Bartlett & Co. Wealth Management LLC | 5,400 | $1.32M | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,771 | $1.31M | 0.03% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 5,274 | $1.29M | 0.23% | +188+3.7% | Added |
| Apollon Wealth Management, LLC | 5,152 | $1.26M | 0.04% | +1,057+25.8% | Added |
| Mercer Global Advisors Inc | 5,109 | $1.25M | 0.00% | +701+15.9% | Added |
| MML Investors Services, LLC | 5,121 | $1.25M | 0.01% | +101+2.0% | Added |
| Illinois Municipal Retirement Fund | 5,101 | $1.25M | 0.02% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 5,051 | $1.23M | 0.39% | +344+7.3% | Added |