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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EdgeRock Capital LLC | 202 | $40.6K | 0.03% | +202 | New |
| Steward Partners Investment Advisory, LLC | 208 | $41.9K | 0.00% | −5−2.3% | Reduced |
| Whittier Trust Co | 209 | $42.0K | 0.00% | +58+38.4% | Added |
| Lindbrook Capital, LLC | 212 | $42.7K | 0.00% | −15−6.6% | Reduced |
| TD Private Client Wealth LLC | 219 | $44.1K | 0.00% | −44−16.7% | Reduced |
| Umb Bank N A | 241 | $48.5K | 0.00% | +57+31.0% | Added |
| Manchester Capital Management LLC | 243 | $48.9K | 0.01% | +213+710.0% | Added |
| Perritt Capital Management Inc | 252 | $50.6K | 0.03% | +2+0.8% | Added |
| Mascoma Wealth Management LLC | 253 | $50.9K | 0.01% | +253 | New |
| Allworth Financial LP | 264 | $53.6K | 0.00% | +119+82.1% | Added |
| Smithfield Trust Co | 277 | $55.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 327 | $66.0K | 0.03% | −67−17.0% | Reduced |
| West Paces Advisors Inc. | 331 | $66.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 343 | $69.0K | 0.00% | +20+6.2% | Added |
| Quintet Private Bank (Europe) S.A. | 312 | $70.3K | 0.00% | +7+2.3% | Added |
| EverSource Wealth Advisors, LLC | 344 | $71.7K | 0.00% | +57+19.9% | Added |
| Penserra Capital Management LLC | 357 | $72.0K | 0.00% | +4+1.1% | Added |
| Principal Securities, Inc. | 389 | $78.3K | 0.00% | +52+15.4% | Added |
| Central Trust Co | 396 | $79.7K | 0.00% | −62−13.5% | Reduced |
| Brown Brothers Harriman & Co | 400 | $80.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $80.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 402 | $80.9K | 0.00% | +397+7,940.0% | Added |
| Ronald Blue Trust, Inc. | 339 | $82.7K | 0.00% | +316+1,373.9% | Added |
| Orion Capital Management LLC | 413 | $83.1K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 417 | $83.9K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 443 | $89.1K | 0.00% | +17+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 452 | $90.9K | 0.00% | +233+106.4% | Added |
| Dougherty Wealth Advisers LLC | 473 | $95.2K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $100.6K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 515 | $103.6K | 0.00% | −66−11.4% | Reduced |
| Covestor Ltd | 527 | $106.0K | 0.07% | −19−3.5% | Reduced |
| Hantz Financial Services, Inc. | 534 | $107.0K | 0.00% | −171−24.3% | Reduced |
| VisionPoint Advisory Group, LLC | 544 | $109.5K | 0.04% | +177+48.2% | Added |
| Natixis | 545 | $109.7K | 0.00% | −398−42.2% | Reduced |
| Ci Investments Inc. | 551 | $111.0K | 0.00% | −11−2.0% | Reduced |
| Natixis Investment Managers International | 554 | $111.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 632 | $127.2K | 0.01% | −93−12.8% | Reduced |
| Parallel Advisors, LLC | 637 | $128.2K | 0.00% | −66−9.4% | Reduced |
| Mather Group, LLC. | 531 | $129.6K | 0.00% | +27+5.4% | Added |
| Godsey & Gibb Associates | 650 | $130.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 665 | $133.8K | 0.00% | +31+4.9% | Added |
| Farther Finance Advisors, LLC | 726 | $142.2K | 0.01% | +333+84.7% | Added |
| First Horizon Advisors, Inc. | 728 | $146.5K | 0.00% | +202+38.4% | Added |
| Global Retirement Partners, LLC | 762 | $153.3K | 0.00% | +31+4.2% | Added |
| Ameritas Investment Partners, Inc. | 818 | $164.6K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 910 | $183.1K | 0.04% | +4+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 934 | $188.0K | 0.00% | +48+5.4% | Added |
| State of Wyoming | 964 | $194.0K | 0.03% | +61+6.8% | Added |
| Gen-Wealth Partners Inc | 987 | $198.6K | 0.10% | +208+26.7% | Added |
| Thoroughbred Financial Services, LLC | 1,001 | $201.0K | 0.01% | +1,001 | New |
| Dearborn Partners LLC | 1,001 | $201.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,002 | $202.0K | 0.07% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,012 | $203.6K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,024 | $206.0K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,046 | $210.5K | 0.01% | +1,046 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,070 | $215.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,071 | $215.5K | 0.09% | +783+271.9% | Added |
| MeadowBrook Investment Advisors LLC | 1,078 | $216.9K | 0.21% | +200+22.8% | Added |
| Nomura Holdings Inc | 1,095 | $220.3K | 0.00% | +1,095 | New |
| Horizon Investments, LLC | 1,101 | $220.8K | 0.01% | +14+1.3% | Added |
| Headlands Technologies LLC | 1,104 | $222.1K | 0.02% | +1,104 | New |
| Carderock Capital Management Inc | 1,122 | $225.7K | 0.06% | −27,677−96.1% | Reduced |
| Veriti Management LLC | 1,135 | $228.4K | 0.01% | +80+7.6% | Added |
| Gateway Investment Advisers LLC | 1,150 | $231.4K | 0.00% | −2,776−70.7% | Reduced |
| Berry Wealth Group, LP | 1,153 | $232.0K | 0.19% | +168+17.1% | Added |
| Kingswood Wealth Advisors, LLC | 1,158 | $233.0K | 0.02% | +1,158 | New |
| EntryPoint Capital, LLC | 1,163 | $234.0K | 0.11% | +1,163 | New |
| Jacobson & Schmitt Advisors, LLC | 1,179 | $237.2K | 0.05% | +1,179 | New |
| Profund Advisors LLC | 1,188 | $239.0K | 0.01% | −17−1.4% | Reduced |
| Bessemer Group Inc | 1,207 | $242.0K | 0.00% | +28+2.4% | Added |
| Procyon Private Wealth Partners, LLC | 1,221 | $245.7K | 0.02% | −6−0.5% | Reduced |
| Empowered Funds, LLC | 1,222 | $245.9K | 0.00% | +101+9.0% | Added |
| Silvercrest Asset Management Group LLC | 1,224 | $246.3K | 0.00% | −11,759−90.6% | Reduced |
| Simplicity Wealth,LLC | 1,235 | $248.5K | 0.01% | −19−1.5% | Reduced |
| Bleakley Financial Group, LLC | 1,235 | $248.5K | 0.01% | −19−1.5% | Reduced |
| PFG Investments, LLC | 1,246 | $250.7K | 0.02% | +43+3.6% | Added |
| Guggenheim Capital LLC | 1,266 | $254.7K | 0.00% | −898−41.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,300 | $261.7K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,385 | $278.7K | 0.02% | +67+5.1% | Added |
| Wallington Asset Management, LLC | 1,400 | $282.0K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $283.7K | 0.01% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,437 | $289.1K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,439 | $289.5K | 0.00% | +1,439 | New |
| CX Institutional | 1,441 | $289.9K | 0.01% | +945+190.5% | Added |
| GWM Advisors LLC | 1,446 | $290.9K | 0.00% | +1,383+2,195.2% | Added |
| OneAscent Financial Services LLC | 1,452 | $292.0K | 0.04% | +449+44.8% | Added |
| Avantax Advisory Services, Inc. | 1,459 | $293.5K | 0.00% | +1,459 | New |
| Argent Trust Co | 1,461 | $294.0K | 0.01% | +1,461 | New |
| Siemens Fonds Invest GmbH | 1,464 | $294.6K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,472 | $296.0K | 0.02% | −944−39.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,514 | $296.4K | 0.00% | −12−0.8% | Reduced |
| NBC Securities, Inc. | 1,481 | $297.0K | 0.03% | −23−1.5% | Reduced |
| Bridgewater Associates, LP | 1,481 | $298.0K | 0.00% | +1,481 | New |
| Ieq Capital, LLC | 1,526 | $307.1K | 0.00% | +53+3.6% | Added |
| HighPoint Advisor Group LLC | 1,487 | $309.0K | 0.02% | −17−1.1% | Reduced |
| Lakeview Capital Partners, LLC | 1,270 | $309.9K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,542 | $310.3K | 0.00% | +1,542 | New |
| Raymond James Trust N.A. | 1,594 | $320.7K | 0.01% | +79+5.2% | Added |
| Estabrook Capital Management | 1,600 | $321.9K | 0.05% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,601 | $322.0K | 0.11% | +1,601 | New |