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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, Q2 2024

Institutional positions in Idex Corp as of Jun 30, 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
632
+15 vs. Q1 2024
Shares held
73.8M
+939.8K (+1.3%) vs. Q1 2024
Total value
$14.8B
−$2.91B (−16.4%) vs. Q1 2024
New holders
73
247 more added
Sold out
58
199 more reduced

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 632 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ2 2024: $14.8B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2024.

Institutions holding IEX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Leonteq Securities AG1$2010.00%−400−99.8%Reduced
Abich Financial Wealth Management LLC1$2010.00%00.0%Unchanged
AdvisorNet Financial, Inc2$4020.00%+1+100.0%Added
CoreCap Advisors, LLC2$4020.00%+2New
TFC Financial Management2$4030.00%−1−33.3%Reduced
Birchbrook, Inc.2$4750.00%+2New
Valued Wealth Advisors LLC3$6040.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC3$6040.00%00.0%Unchanged
Chilton Capital Management LLC4$8050.00%00.0%Unchanged
True Wealth Design, LLC4$8050.00%+1+33.3%Added
International Assets Investment Management, LLC4$8050.00%+4New
Avion Wealth8$1.00K0.00%+2+33.3%Added
Longfellow Investment Management Co LLC6$1.21K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC6$1.21K0.00%00.0%Unchanged
Creekmur Asset Management LLC7$1.41K0.00%+7New
Fairway Wealth LLC7$1.41K0.00%+7New
SYSTM Wealth Solutions LLC7$1.41K0.00%−74−91.4%Reduced
SJS Investment Consulting Inc.9$1.81K0.00%00.0%Unchanged
Park Place Capital Corp10$2.01K0.00%−37−78.7%Reduced
Asset Dedication, LLC10$2.01K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$2.01K0.00%+8+400.0%Added
Zions Bancorporation, N.A.11$2.21K0.00%00.0%Unchanged
Salomon & Ludwin, LLC11$2.21K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$2.21K0.00%+2+22.2%Added
Tortoise Investment Management, LLC12$2.41K0.00%00.0%Unchanged
Fortitude Family Office, LLC13$2.62K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$2.82K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$2.82K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.12$2.93K0.00%00.0%Unchanged
Delta Asset Management LLC15$3.02K0.00%00.0%Unchanged
Global Financial Private Client, LLC15$3.02K0.00%00.0%Unchanged
MV Capital Management, Inc.16$3.22K0.00%+4+33.3%Added
CVA Family Office, LLC17$3.42K0.00%+2+13.3%Added
Crewe Advisors LLC18$3.62K0.00%00.0%Unchanged
Harbour Investments, Inc.20$4.02K0.00%00.0%Unchanged
Red Tortoise LLC20$4.02K0.00%00.0%Unchanged
Proequities, Inc.20$4.02K0.00%+7+53.8%Added
Rothschild Investment LLC23$4.63K0.00%+23New
Prestige Wealth Management Group LLC24$4.83K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC24$4.83K0.00%+24New
JJJ Advisors Inc.25$5.03K0.00%−15−37.5%Reduced
JFS Wealth Advisors, LLC26$5.23K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.32$6.24K0.00%+32New
Valley National Advisers Inc39$7.00K0.00%00.0%Unchanged
Colonial Trust Advisors35$7.04K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC35$7.04K0.00%00.0%Unchanged
LRI Investments, LLC36$7.24K0.00%00.0%Unchanged
Investors Research Corp39$7.85K0.00%00.0%Unchanged
RFP Financial Group LLC39$7.85K0.00%00.0%Unchanged
Pineridge Advisors LLC39$7.85K0.00%00.0%Unchanged
Creative Financial Designs Inc40$8.05K0.00%00.0%Unchanged
Versant Capital Management, Inc41$8.25K0.00%−2−4.7%Reduced
Eagle Bay Advisors LLC43$8.65K0.01%−28−39.4%Reduced
Ashton Thomas Private Wealth, LLC43$8.65K0.00%+43New
Massmutual Trust Co FSB44$8.85K0.00%+1+2.3%Added
Front Row Advisors LLC45$9.05K0.00%−5−10.0%Reduced
First United Bank Trust45$9.05K0.00%00.0%Unchanged
Pier Capital, LLC45$9.05K0.00%00.0%Unchanged
Private Wealth Management Group, LLC48$9.66K0.00%−49−50.5%Reduced
Bruce G. Allen Investments, LLC50$10.1K0.01%−3−5.7%Reduced
SOA Wealth Advisors, LLC.50$10.1K0.00%−1−2.0%Reduced
Boyd Watterson Asset Management LLC50$10.1K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.53$10.3K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc54$10.9K0.00%00.0%Unchanged
LGT Financial Advisors LLC58$11.7K0.02%00.0%Unchanged
Frazier Financial Advisors, LLC59$11.9K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC65$13.0K0.00%+3+4.8%Added
Private Trust Co NA68$13.7K0.00%+26+61.9%Added
Harbor Investment Advisory, LLC70$14.1K0.00%−18−20.5%Reduced
City Holding Co70$14.1K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC77$15.4K0.00%+77New
Pinnacle Bancorp, Inc.77$15.5K0.00%00.0%Unchanged
Key Financial Inc77$15.5K0.00%00.0%Unchanged
Tobam80$16.0K0.00%−246−75.5%Reduced
Millburn Ridgefield Corp80$16.1K0.00%+4+5.3%Added
Catalyst Capital Advisors LLC80$16.1K0.00%+4+5.3%Added
Abound Wealth Management81$16.3K0.01%00.0%Unchanged
Dunhill Financial, LLC82$16.5K0.01%+75+1,071.4%Added
Essex Investment Management Co LLC84$16.9K0.00%00.0%Unchanged
Caldwell Trust Co85$17.1K0.00%00.0%Unchanged
Johnson Financial Group, Inc.89$17.9K0.00%+89New
Webster Bank, N. A.94$18.9K0.00%00.0%Unchanged
Innealta Capital, LLC97$19.5K0.01%+97New
IFP Advisors, Inc98$19.7K0.00%+64+188.2%Added
Capital Advisors, Ltd. LLC99$20.0K0.00%+53+115.2%Added
Livforsakringsbolaget Skandia, Omsesidigt100$20.1K0.00%00.0%Unchanged
GAMMA Investing LLC100$20.1K0.00%+43+75.4%Added
Bell Investment Advisors, Inc112$22.5K0.00%00.0%Unchanged
Parkside Financial Bank & Trust114$22.9K0.00%−15−11.6%Reduced
Whittier Trust Co of Nevada Inc125$25.1K0.00%00.0%Unchanged
Cromwell Holdings LLC125$25.1K0.02%+125New
Lazard Asset Management LLC132$26.0K0.00%+132New
DT Investment Partners, LLC136$27.4K0.00%00.0%Unchanged
Jones Financial Companies LLLP137$27.6K0.00%+64+87.7%Added
Riverview Trust Co142$28.6K0.03%00.0%Unchanged
Laurel Wealth Advisors LLC150$30.2K0.01%00.0%Unchanged
Barrett & Company, Inc.150$30.3K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.187$37.6K0.00%+135+259.6%Added
Operose Advisors LLC198$39.8K0.01%00.0%Unchanged