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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 1,874 | $456.1K | 0.01% | +47+2.6% | Added |
| Smartleaf Asset Management LLC | 1,830 | $448.5K | 0.09% | +359+24.4% | Added |
| Fifth Third Bancorp | 1,807 | $440.9K | 0.00% | +9+0.5% | Added |
| Kepos Capital LP | 1,789 | $437.0K | 0.11% | −297−14.2% | Reduced |
| CWM, LLC | 1,756 | $429.0K | 0.00% | −236−11.8% | Reduced |
| Heartland Bank & Trust Co | 1,756 | $428.5K | 0.25% | −19−1.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,700 | $414.8K | 0.09% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 1,674 | $408.5K | 0.00% | −100−5.6% | Reduced |
| Brevan Howard Capital Management LP | 1,644 | $401.2K | 0.04% | +1,644 | New |
| Banque Cantonale Vaudoise | 1,628 | $397.0K | 0.02% | −764−31.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,623 | $396.0K | 0.02% | +116+7.7% | Added |
| Estabrook Capital Management | 1,600 | $390.4K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,635 | $389.8K | 0.00% | +1,296+382.3% | Added |
| Kestra Private Wealth Services, LLC | 1,549 | $378.0K | 0.01% | +178+13.0% | Added |
| Pinebridge Investments, L.P. | 1,540 | $375.8K | 0.00% | −5,633−78.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,516 | $370.0K | 0.18% | −787−34.2% | Reduced |
| Raymond James Trust N.A. | 1,515 | $369.7K | 0.01% | +61+4.2% | Added |
| Stratos Wealth Partners, LTD. | 1,510 | $368.5K | 0.01% | +307+25.5% | Added |
| NBC Securities, Inc. | 1,504 | $367.0K | 0.03% | −6−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,526 | $365.4K | 0.00% | −11−0.7% | Reduced |
| Empirical Asset Management, LLC | 1,497 | $365.2K | 0.18% | +1,497 | New |
| Wahed Invest LLC | 1,481 | $361.4K | 0.08% | +192+14.9% | Added |
| Ieq Capital, LLC | 1,473 | $359.5K | 0.01% | +47+3.3% | Added |
| Siemens Fonds Invest GmbH | 1,464 | $357.2K | 0.03% | −35−2.3% | Reduced |
| RMR Wealth Builders | 1,437 | $350.7K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 1,435 | $350.1K | 0.01% | +177+14.1% | Added |
| Advisory Alpha, LLC | 1,410 | $344.1K | 0.01% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $342.0K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,400 | $341.6K | 0.01% | −230−14.1% | Reduced |
| HighPoint Advisor Group LLC | 1,504 | $339.0K | 0.02% | +14+0.9% | Added |
| Checchi Capital Advisers, LLC | 1,318 | $321.6K | 0.03% | −8−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,300 | $317.3K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,270 | $309.9K | 0.05% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,254 | $306.0K | 0.01% | +11+0.9% | Added |
| Simplicity Wealth,LLC | 1,254 | $306.0K | 0.01% | +1,254 | New |
| Outlook Wealth Advisors, LLC | 1,250 | $305.0K | 0.09% | +266+27.0% | Added |
| Procyon Private Wealth Partners, LLC | 1,227 | $299.4K | 0.02% | −6−0.5% | Reduced |
| Investment Management Corp of Ontario | 1,211 | $295.5K | 0.01% | −600−33.1% | Reduced |
| Profund Advisors LLC | 1,205 | $294.0K | 0.01% | +129+12.0% | Added |
| PFG Investments, LLC | 1,203 | $293.6K | 0.02% | +222+22.6% | Added |
| Old National Bancorp | 1,180 | $287.9K | 0.01% | −186−13.6% | Reduced |
| Bessemer Group Inc | 1,179 | $287.0K | 0.00% | +82+7.5% | Added |
| Financial Advocates Investment Management | 1,150 | $280.5K | 0.02% | +35+3.1% | Added |
| Point72 (DIFC) Ltd | 1,127 | $275.1K | 0.02% | +1,127 | New |
| Hilltop Holdings Inc. | 1,126 | $274.8K | 0.03% | −221−16.4% | Reduced |
| Empowered Funds, LLC | 1,121 | $273.5K | 0.00% | +1,121 | New |
| Greenleaf Trust | 1,120 | $273.3K | 0.00% | +70+6.7% | Added |
| Mirabella Financial Services LLP | 1,115 | $272.6K | 0.02% | +1,115 | New |
| Paloma Partners Management Co | 1,115 | $272.1K | 0.04% | +1,115 | New |
| Dark Forest Capital Management LP | 1,110 | $270.9K | 0.05% | +1,110 | New |
| Horizon Investments, LLC | 1,087 | $265.3K | 0.01% | +1+0.1% | Added |
| HBK Sorce Advisory LLC | 1,075 | $262.2K | 0.01% | −62−5.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,070 | $261.1K | 0.01% | −520−32.7% | Reduced |
| Veriti Management LLC | 1,055 | $257.4K | 0.02% | +1,055 | New |
| Connecticut Wealth Management, LLC | 1,024 | $249.9K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,012 | $246.9K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,005 | $246.3K | 0.03% | −61−5.7% | Reduced |
| Centerpoint Advisors, LLC | 1,002 | $245.0K | 0.09% | −44−4.2% | Reduced |
| OneAscent Financial Services LLC | 1,003 | $245.0K | 0.03% | +1,003 | New |
| Dearborn Partners LLC | 1,001 | $244.3K | 0.01% | −902−47.4% | Reduced |
| BluePath Capital Management, LLC | 996 | $243.1K | 0.19% | +996 | New |
| Lake Street Advisors Group, LLC | 996 | $243.1K | 0.01% | +64+6.9% | Added |
| Berry Wealth Group, LP | 985 | $240.4K | 0.20% | +985 | New |
| Grandfield & Dodd, LLC | 982 | $239.6K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 981 | $239.4K | 0.01% | −3,040−75.6% | Reduced |
| NEOS Investment Management LLC | 972 | $237.2K | 0.01% | −17−1.7% | Reduced |
| Wedmont Private Capital | 966 | $233.4K | 0.02% | +966 | New |
| Natixis | 943 | $230.1K | 0.00% | +830+734.5% | Added |
| Boston Private Wealth LLC | 938 | $228.9K | 0.01% | −1,126−54.6% | Reduced |
| Morningstar Investment Management LLC | 924 | $225.0K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 918 | $224.0K | 0.00% | +918 | New |
| Walleye Capital LLC | 917 | $223.8K | 0.00% | −8,705−90.5% | Reduced |
| Studio Investment Management LLC | 906 | $221.1K | 0.05% | +69+8.2% | Added |
| State of Wyoming | 903 | $220.3K | 0.04% | −63−6.5% | Reduced |
| Harvey Capital Management Inc | 900 | $219.6K | 0.06% | +900 | New |
| Brown Shipley& Co Ltd | 904 | $217.8K | 0.07% | −356−28.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 886 | $216.0K | 0.00% | +36+4.2% | Added |
| MeadowBrook Investment Advisors LLC | 878 | $214.3K | 0.20% | −80−8.4% | Reduced |
| Cadent Capital Advisors, LLC | 867 | $211.6K | 0.08% | +867 | New |
| Nebula Research & Development LLC | 827 | $201.8K | 0.04% | +827 | New |
| Ballentine Partners, LLC | 824 | $201.1K | 0.00% | +824 | New |
| Ameritas Investment Partners, Inc. | 818 | $199.6K | 0.01% | −78−8.7% | Reduced |
| Paradigm Asset Management Co LLC | 800 | $195.2K | 0.05% | −200−20.0% | Reduced |
| Gen-Wealth Partners Inc | 779 | $190.1K | 0.09% | +779 | New |
| Global Retirement Partners, LLC | 731 | $178.5K | 0.01% | −28−3.7% | Reduced |
| Quadrant Capital Group LLC | 725 | $176.9K | 0.01% | +52+7.7% | Added |
| Hantz Financial Services, Inc. | 705 | $172.0K | 0.00% | −65−8.4% | Reduced |
| Parallel Advisors, LLC | 703 | $171.6K | 0.00% | +97+16.0% | Added |
| Godsey & Gibb Associates | 650 | $158.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 634 | $154.7K | 0.00% | +33+5.5% | Added |
| Huntington National Bank | 581 | $141.8K | 0.00% | −4−0.7% | Reduced |
| Ci Investments Inc. | 562 | $137.0K | 0.00% | +91+19.3% | Added |
| Natixis Investment Managers International | 554 | $135.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 546 | $133.0K | 0.08% | +206+60.6% | Added |
| First Horizon Advisors, Inc. | 526 | $128.4K | 0.00% | −3−0.6% | Reduced |
| Acadian Asset Management LLC | 527 | $128.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $122.0K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 496 | $121.0K | 0.01% | +9+1.8% | Added |
| Dougherty Wealth Advisers LLC | 473 | $115.4K | 0.10% | 00.0% | Unchanged |
| Central Trust Co | 458 | $111.8K | 0.00% | −38−7.7% | Reduced |