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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 504 | $109.4K | 0.00% | +504 | New |
| Federated Hermes, Inc. | 426 | $104.0K | 0.00% | −44−9.4% | Reduced |
| Quent Capital, LLC | 417 | $101.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $100.8K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 401 | $97.9K | 0.01% | +12+3.1% | Added |
| Brown Brothers Harriman & Co | 400 | $97.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $97.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 394 | $96.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 393 | $94.7K | 0.01% | +268+214.4% | Added |
| VisionPoint Advisory Group, LLC | 367 | $89.6K | 0.03% | +137+59.6% | Added |
| Penserra Capital Management LLC | 353 | $85.0K | 0.00% | −332−48.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 305 | $84.7K | 0.00% | −44−12.6% | Reduced |
| Principal Securities, Inc. | 337 | $82.2K | 0.00% | +57+20.4% | Added |
| West Paces Advisors Inc. | 331 | $80.8K | 0.02% | +18+5.8% | Added |
| Tobam | 326 | $80.0K | 0.01% | −16−4.7% | Reduced |
| Clearstead Advisors, LLC | 323 | $72.8K | 0.00% | +40+14.1% | Added |
| Quarry LP | 288 | $70.3K | 0.03% | +123+74.5% | Added |
| Smithfield Trust Co | 277 | $68.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 263 | $64.2K | 0.00% | +29+12.4% | Added |
| EverSource Wealth Advisors, LLC | 287 | $63.3K | 0.00% | +80+38.6% | Added |
| Perritt Capital Management Inc | 250 | $61.2K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 227 | $55.4K | 0.01% | −8−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 219 | $53.4K | 0.00% | +30+15.9% | Added |
| Steward Partners Investment Advisory, LLC | 213 | $52.0K | 0.00% | +2+0.9% | Added |
| Operose Advisors LLC | 198 | $48.3K | 0.02% | −72−26.7% | Reduced |
| Umb Bank N A | 184 | $44.9K | 0.00% | −3−1.6% | Reduced |
| Walleye Trading LLC | 182 | $44.4K | 0.00% | −2,410−93.0% | Reduced |
| Whittier Trust Co | 151 | $36.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $36.7K | 0.02% | +25+20.0% | Added |
| Laurel Wealth Advisors LLC | 150 | $36.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 145 | $35.4K | 0.00% | +15+11.5% | Added |
| Riverview Trust Co | 142 | $34.7K | 0.03% | +142 | New |
| DT Investment Partners, LLC | 136 | $33.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $31.5K | 0.01% | +1+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $30.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $27.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $24.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 97 | $23.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 94 | $22.9K | 0.00% | +40+74.1% | Added |
| Harbor Investment Advisory, LLC | 88 | $21.5K | 0.00% | +10+12.8% | Added |
| Caldwell Trust Co | 85 | $20.7K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 84 | $20.5K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 81 | $19.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 81 | $19.8K | 0.01% | +50+161.3% | Added |
| Pinnacle Bancorp, Inc. | 77 | $18.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $18.8K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 76 | $18.5K | 0.00% | −10−11.6% | Reduced |
| Catalyst Capital Advisors LLC | 76 | $18.5K | 0.00% | −10−11.6% | Reduced |
| Stephenson National Bank & Trust | 74 | $18.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 73 | $17.9K | 0.00% | +73 | New |
| Eagle Bay Advisors LLC | 71 | $17.3K | 0.01% | −15−17.4% | Reduced |
| City Holding Co | 70 | $17.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 63 | $15.4K | 0.00% | −53−45.7% | Reduced |
| Strengthening Families & Communities, LLC | 62 | $15.0K | 0.01% | −125−66.8% | Reduced |
| Frazier Financial Advisors, LLC | 59 | $14.4K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 58 | $14.2K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 57 | $13.9K | 0.00% | +16+39.0% | Added |
| Quest Partners LLC | 56 | $13.7K | 0.00% | −682−92.4% | Reduced |
| Farmers & Merchants Investments Inc | 54 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 53 | $12.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $12.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 51 | $12.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 50 | $12.2K | 0.00% | −25−33.3% | Reduced |
| Front Row Advisors LLC | 50 | $12.2K | 0.00% | +50 | New |
| Kiely Wealth Advisory Group, Inc. | 53 | $11.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 47 | $11.5K | 0.00% | −55−53.9% | Reduced |
| Capital Advisors, Ltd. LLC | 46 | $11.0K | 0.00% | +32+228.6% | Added |
| First United Bank Trust | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $10.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $10.5K | 0.00% | +2+4.9% | Added |
| Private Trust Co NA | 42 | $10.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 40 | $9.76K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $9.76K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 40 | $9.76K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $9.52K | 0.00% | −26−40.0% | Reduced |
| Investors Research Corp | 39 | $9.52K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $9.52K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $8.79K | 0.00% | +36 | New |
| Colonial Trust Advisors | 35 | $8.54K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $8.54K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34 | $8.30K | 0.00% | +4+13.3% | Added |
| Manchester Capital Management LLC | 30 | $7.32K | 0.00% | −1−3.2% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $6.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $5.61K | 0.00% | −49−68.1% | Reduced |
| Harbour Investments, Inc. | 20 | $4.88K | 0.00% | −3−13.0% | Reduced |
| Red Tortoise LLC | 20 | $4.88K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $4.39K | 0.00% | +18 | New |
| Delta Asset Management LLC | 15 | $3.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $3.66K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.61K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 13 | $3.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $3.17K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $2.93K | 0.00% | +4+50.0% | Added |
| Tortoise Investment Management, LLC | 12 | $2.93K | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 12 | $2.93K | 0.00% | +12 | New |