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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 4,975 | $1.21M | 0.03% | −6,201−55.5% | Reduced |
| Creative Planning | 4,940 | $1.21M | 0.00% | +468+10.5% | Added |
| Hartford Investment Management Co | 4,882 | $1.19M | 0.04% | −219−4.3% | Reduced |
| Quadrature Capital Ltd | 4,842 | $1.18M | 0.02% | −7,843−61.8% | Reduced |
| UniSuper Management Pty Ltd | 4,795 | $1.17M | 0.01% | +3,871+418.9% | Added |
| Schechter Investment Advisors, LLC | 4,690 | $1.14M | 0.09% | −70−1.5% | Reduced |
| North Star Investment Management Corp. | 4,686 | $1.14M | 0.08% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 4,603 | $1.12M | 0.03% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 4,547 | $1.11M | 0.16% | −2,675−37.0% | Reduced |
| Albert D Mason Inc | 4,509 | $1.10M | 0.68% | +45+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,420 | $1.08M | 0.02% | +762+20.8% | Added |
| Louisiana State Employees Retirement System | 4,400 | $1.07M | 0.02% | −200−4.3% | Reduced |
| Toroso Investments, LLC | 4,383 | $1.07M | 0.02% | +356+8.8% | Added |
| Securian Asset Management, Inc | 4,373 | $1.07M | 0.03% | −399−8.4% | Reduced |
| Marshall Financial Group LLC | 4,359 | $1.06M | 0.31% | +369+9.2% | Added |
| Credit Agricole S A | 4,646 | $1.05M | 0.02% | +2,506+117.1% | Added |
| Hahn Capital Management LLC | 4,243 | $1.04M | 0.62% | −2,456−36.7% | Reduced |
| Gsa Capital Partners LLP | 4,037 | $985.0K | 0.08% | −1,438−26.3% | Reduced |
| Mairs & Power Inc | 4,000 | $976.1K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 3,969 | $969.0K | 0.03% | −1,678−29.7% | Reduced |
| Duncker Streett & Co Inc | 3,961 | $966.7K | 0.19% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,926 | $958.0K | 0.01% | −53−1.3% | Reduced |
| Cresset Asset Management, LLC | 3,889 | $949.1K | 0.00% | +205+5.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,889 | $949.0K | 0.07% | +3,889 | New |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $941.7K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,857 | $941.2K | 0.01% | −45,979−92.3% | Reduced |
| New Mexico Educational Retirement Board | 3,800 | $927.0K | 0.03% | −100−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,791 | $925.1K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 3,782 | $922.9K | 0.19% | −1,026−21.3% | Reduced |
| Wealthfront Advisers LLC | 3,772 | $920.4K | 0.00% | −111−2.9% | Reduced |
| Sepio Capital, LP | 3,731 | $910.4K | 0.08% | +224+6.4% | Added |
| Stock Yards Bank & Trust Co | 3,620 | $883.4K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 3,597 | $877.0K | 0.01% | +2,355+189.6% | Added |
| Glenmede Trust Co NA | 3,581 | $873.8K | 0.00% | −10.0% | Reduced |
| Rice Hall James & Associates, LLC | 3,469 | $846.5K | 0.05% | −77−2.2% | Reduced |
| CBOE Vest Financial, LLC | 3,445 | $840.6K | 0.02% | +2,323+207.0% | Added |
| Diversified Trust Co | 3,439 | $839.2K | 0.03% | −2,103−37.9% | Reduced |
| Inceptionr LLC | 3,400 | $829.7K | 0.21% | +3,400 | New |
| Simmons Bank | 3,397 | $828.9K | 0.06% | −75−2.2% | Reduced |
| Fagan Associates, Inc. | 3,385 | $826.0K | 0.15% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,275 | $799.2K | 0.01% | −1,446−30.6% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $786.0K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,197 | $780.1K | 0.06% | +323+11.2% | Added |
| ISAM Funds (UK) Ltd | 3,134 | $764.8K | 0.44% | +3,134 | New |
| Schonfeld Strategic Advisors LLC | 3,110 | $758.9K | 0.01% | −25,260−89.0% | Reduced |
| Blair William & Co | 3,104 | $757.4K | 0.00% | +183+6.3% | Added |
| Metropolitan Life Insurance Co | 3,050 | $744.3K | 0.03% | −28−0.9% | Reduced |
| SRB Corp | 3,006 | $733.5K | 0.04% | +3,006 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,006 | $733.5K | 0.00% | +536+21.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,967 | $724.0K | 0.01% | +365+14.0% | Added |
| Sandhill Capital Partners LLC | 2,907 | $709.4K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,903 | $708.0K | 0.00% | −571−16.4% | Reduced |
| E. Ohman J:or Asset Management AB | 2,900 | $707.7K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 2,900 | $707.7K | 0.01% | +900+45.0% | Added |
| Lecap Asset Management Ltd | 2,885 | $704.0K | 0.15% | +2,885 | New |
| Sheets Smith Wealth Management | 2,870 | $700.3K | 0.08% | +2,870 | New |
| First Pacific Financial | 2,853 | $696.2K | 0.19% | +37+1.3% | Added |
| Altshuler Shaham Ltd | 2,846 | $694.5K | 0.03% | −950−25.0% | Reduced |
| Wetherby Asset Management Inc | 2,844 | $694.0K | 0.03% | −36−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,841 | $693.0K | 0.00% | −944−24.9% | Reduced |
| Everence Capital Management Inc | 2,840 | $693.0K | 0.05% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,792 | $681.3K | 0.03% | +2,792 | New |
| RSM US Wealth Management LLC | 2,754 | $672.0K | 0.02% | +784+39.8% | Added |
| O'Shaughnessy Asset Management, LLC | 2,752 | $671.5K | 0.01% | +689+33.4% | Added |
| Central Pacific Bank - Trust Division | 2,778 | $669.1K | 0.08% | +2,778 | New |
| Bahl & Gaynor Inc | 2,739 | $668.4K | 0.00% | −111−3.9% | Reduced |
| APG Asset Management N.V. | 2,939 | $664.1K | 0.00% | 00.0% | Unchanged |
| Hikari Power Ltd | 2,710 | $661.0K | 0.06% | 00.0% | Unchanged |
| Welch Group, LLC | 2,700 | $658.9K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 2,653 | $647.4K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,614 | $637.9K | 0.34% | +305+13.2% | Added |
| Empirical Finance, LLC | 2,593 | $632.7K | 0.04% | +91+3.6% | Added |
| Waratah Capital Advisors Ltd. | 2,563 | $625.4K | 0.03% | +2,563 | New |
| Quantinno Capital Management LP | 2,521 | $615.0K | 0.01% | −97−3.7% | Reduced |
| Norinchukin Bank, The | 2,502 | $610.5K | 0.02% | −31−1.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,496 | $609.1K | 0.04% | −198−7.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,451 | $598.1K | 0.03% | +124+5.3% | Added |
| Oak Thistle LLC | 2,448 | $597.4K | 0.54% | −2,485−50.4% | Reduced |
| Symmetry Partners, LLC | 2,416 | $590.0K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,415 | $589.3K | 0.00% | −3−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,400 | $585.6K | 0.02% | +6+0.3% | Added |
| Park Avenue Securities LLC | 2,293 | $559.0K | 0.01% | +278+13.8% | Added |
| Burney Co | 2,290 | $558.8K | 0.02% | −10−0.4% | Reduced |
| Artemis Investment Management LLP | 2,277 | $555.4K | 0.01% | −3,026−57.1% | Reduced |
| Beck Mack & Oliver LLC | 2,250 | $549.0K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,250 | $549.0K | 0.08% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,220 | $541.7K | 0.09% | +302+15.7% | Added |
| Kestra Advisory Services, LLC | 2,217 | $541.0K | 0.00% | +425+23.7% | Added |
| Boothbay Fund Management, LLC | 2,198 | $536.4K | 0.02% | +851+63.2% | Added |
| Ossiam | 2,196 | $535.9K | 0.01% | −2,211−50.2% | Reduced |
| Guggenheim Capital LLC | 2,164 | $528.1K | 0.00% | −9,022−80.7% | Reduced |
| Congress Asset Management Co | 2,162 | $527.6K | 0.00% | −1,257−36.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,149 | $524.4K | 0.00% | −1,380−39.1% | Reduced |
| Shell Asset Management Co | 2,554 | $514.0K | 0.02% | −4,275−62.6% | Reduced |
| Guinness Asset Management LTD | 2,102 | $513.1K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,095 | $511.1K | 0.05% | +838+66.7% | Added |
| Oarsman Capital, Inc. | 1,945 | $474.6K | 0.11% | +33+1.7% | Added |
| Cipher Capital LP | 1,938 | $472.9K | 0.22% | +630+48.2% | Added |
| Vident Advisory, LLC | 1,927 | $470.2K | 0.01% | −280−12.7% | Reduced |
| Virtu Financial LLC | 1,921 | $469.0K | 0.04% | +1,921 | New |