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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 1,665 | $335.0K | 0.07% | +184+12.4% | Added |
| Private Advisor Group, LLC | 1,669 | $335.8K | 0.00% | −746−30.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,686 | $339.2K | 0.19% | +1,686 | New |
| Arthur M. Cohen & Associates, LLC | 1,700 | $342.0K | 0.06% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 1,711 | $344.3K | 0.01% | +500+41.3% | Added |
| Heartland Bank & Trust Co | 1,772 | $356.5K | 0.20% | +16+0.9% | Added |
| Pinebridge Investments, L.P. | 1,831 | $368.4K | 0.00% | +291+18.9% | Added |
| CWM, LLC | 1,869 | $376.0K | 0.00% | +113+6.4% | Added |
| Phoenix Holdings Ltd. | 1,911 | $382.3K | 0.01% | +37+2.0% | Added |
| Oarsman Capital, Inc. | 1,910 | $384.3K | 0.08% | −35−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,919 | $386.1K | 0.02% | +296+18.2% | Added |
| Kepos Capital LP | 1,949 | $392.0K | 0.15% | +160+8.9% | Added |
| Fifth Third Bancorp | 1,956 | $393.5K | 0.00% | +149+8.2% | Added |
| Park Avenue Securities LLC | 2,063 | $415.0K | 0.01% | −230−10.0% | Reduced |
| XTX Topco Ltd | 2,110 | $424.5K | 0.04% | +2,110 | New |
| Petrus Trust Company, LTA | 2,128 | $428.2K | 0.04% | +2,128 | New |
| Guinness Asset Management LTD | 2,170 | $436.5K | 0.01% | +68+3.2% | Added |
| Stratos Wealth Partners, LTD. | 2,195 | $441.7K | 0.01% | +685+45.4% | Added |
| Smartleaf Asset Management LLC | 2,222 | $444.7K | 0.07% | +392+21.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,218 | $446.3K | 0.00% | +69+3.2% | Added |
| Boothbay Fund Management, LLC | 2,235 | $449.7K | 0.01% | +37+1.7% | Added |
| Pekin Hardy Strauss, Inc. | 2,250 | $452.7K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,266 | $456.0K | 0.00% | −575−20.2% | Reduced |
| Burney Co | 2,290 | $460.7K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,298 | $462.4K | 0.02% | −546−19.2% | Reduced |
| Acadian Asset Management LLC | 2,345 | $471.0K | 0.00% | +1,818+345.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,390 | $480.9K | 0.02% | −61−2.5% | Reduced |
| V-Square Quantitative Management LLC | 2,396 | $482.1K | 0.08% | +176+7.9% | Added |
| Cullen/Frost Bankers, Inc. | 2,403 | $483.5K | 0.01% | −564−19.0% | Reduced |
| Glenmede Trust Co NA | 2,408 | $484.5K | 0.00% | −1,173−32.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,409 | $484.7K | 0.01% | +9+0.4% | Added |
| Empirical Finance, LLC | 2,425 | $487.9K | 0.03% | −168−6.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,441 | $491.1K | 0.03% | −55−2.2% | Reduced |
| SG Capital Management LLC | 2,475 | $498.0K | 0.08% | −42,029−94.4% | Reduced |
| StoneX Group Inc. | 2,548 | $512.6K | 0.04% | +453+21.6% | Added |
| Norinchukin Bank, The | 2,601 | $523.3K | 0.01% | +99+4.0% | Added |
| Janney Montgomery Scott LLC | 2,614 | $526.0K | 0.00% | −53,711−95.4% | Reduced |
| Simmons Bank | 2,617 | $526.5K | 0.04% | −780−23.0% | Reduced |
| Stock Yards Bank & Trust Co | 2,632 | $529.6K | 0.02% | −988−27.3% | Reduced |
| Bridgefront Capital, LLC | 2,647 | $532.6K | 0.22% | +2,647 | New |
| Tower Research Capital LLC (TRC) | 2,671 | $537.4K | 0.01% | −2,304−46.3% | Reduced |
| First Pacific Financial | 2,682 | $539.7K | 0.14% | −171−6.0% | Reduced |
| Quantinno Capital Management LP | 2,683 | $540.0K | 0.01% | +162+6.4% | Added |
| Oak Thistle LLC | 2,708 | $544.9K | 0.40% | +260+10.6% | Added |
| Hikari Power Ltd | 2,710 | $545.0K | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,739 | $551.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,742 | $551.7K | 0.00% | +89+3.4% | Added |
| Mission Creek Capital Partners, Inc. | 2,752 | $553.8K | 0.14% | −3,060−52.6% | Reduced |
| Altshuler Shaham Ltd | 2,846 | $572.6K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,878 | $579.1K | 0.07% | +100+3.6% | Added |
| Ossiam | 2,890 | $581.5K | 0.01% | +694+31.6% | Added |
| Public Sector Pension Investment Board | 2,904 | $584.3K | 0.00% | +1,230+73.5% | Added |
| Sandhill Capital Partners LLC | 2,907 | $584.9K | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 3,042 | $612.1K | 0.00% | −62−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,101 | $623.9K | 0.01% | +349+12.7% | Added |
| Everence Capital Management Inc | 2,840 | $626.0K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,207 | $645.2K | 0.01% | +2,290+249.7% | Added |
| Segment Wealth Management, LLC | 3,221 | $648.1K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,318 | $648.9K | 0.01% | +564+20.5% | Added |
| MQS Management LLC | 3,234 | $650.7K | 0.39% | +3,234 | New |
| Alps Advisors Inc | 3,275 | $658.9K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,295 | $663.0K | 0.06% | +3,295 | New |
| Ostrum Asset Management | 3,297 | $663.4K | 0.06% | +100+3.1% | Added |
| Duncker Streett & Co Inc | 3,302 | $664.4K | 0.13% | −659−16.6% | Reduced |
| Axq Capital, LP | 3,311 | $666.2K | 0.16% | +3,311 | New |
| Blueshift Asset Management, LLC | 3,335 | $671.0K | 0.23% | +3,335 | New |
| Fagan Associates, Inc. | 3,385 | $681.1K | 0.12% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,396 | $683.3K | 0.01% | −3,628−51.7% | Reduced |
| Congress Asset Management Co | 3,399 | $683.9K | 0.00% | +1,237+57.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,411 | $686.3K | 0.00% | +3,411 | New |
| Rice Hall James & Associates, LLC | 3,443 | $692.7K | 0.04% | −26−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,108 | $695.9K | 0.00% | +102+3.4% | Added |
| MML Investors Services, LLC | 3,475 | $699.0K | 0.00% | −1,646−32.1% | Reduced |
| E. Ohman J:or Asset Management AB | 3,500 | $704.2K | 0.02% | +600+20.7% | Added |
| Walleye Trading LLC | 3,570 | $718.3K | 0.01% | +3,388+1,861.5% | Added |
| Wealthfront Advisers LLC | 3,615 | $727.3K | 0.00% | −157−4.2% | Reduced |
| First Bank & Trust | 3,661 | $736.6K | 0.15% | −121−3.2% | Reduced |
| Sheets Smith Wealth Management | 3,662 | $736.8K | 0.09% | +792+27.6% | Added |
| Sepio Capital, LP | 3,696 | $744.0K | 0.07% | −35−0.9% | Reduced |
| Welch Group, LLC | 3,700 | $744.4K | 0.04% | +1,000+37.0% | Added |
| Vident Advisory, LLC | 3,749 | $754.3K | 0.02% | +1,822+94.6% | Added |
| Dynamic Technology Lab Private Ltd | 3,764 | $758.0K | 0.09% | +3,764 | New |
| New Mexico Educational Retirement Board | 3,800 | $765.0K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,813 | $767.2K | 0.05% | +2,169+131.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $776.4K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 3,901 | $784.9K | 0.05% | −1,873−32.4% | Reduced |
| Cresset Asset Management, LLC | 3,942 | $793.2K | 0.00% | +53+1.4% | Added |
| Vestcor Inc | 3,969 | $799.0K | 0.03% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,000 | $804.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,015 | $808.0K | 0.00% | −4,489−52.8% | Reduced |
| Occudo Quantitative Strategies LP | 4,063 | $817.5K | 0.14% | +4,063 | New |
| Envestnet Portfolio Solutions, Inc. | 4,180 | $841.0K | 0.00% | −1,598−27.7% | Reduced |
| Securian Asset Management, Inc | 4,273 | $859.7K | 0.03% | −100−2.3% | Reduced |
| Sanctuary Advisors, LLC | 3,907 | $862.1K | 0.01% | +3,907 | New |
| Louisiana State Employees Retirement System | 4,300 | $865.2K | 0.02% | −100−2.3% | Reduced |
| MBB Public Markets I LLC | 4,385 | $882.3K | 0.02% | +4,385 | New |
| Albert D Mason Inc | 4,516 | $908.5K | 0.61% | +7+0.2% | Added |
| Peregrine Capital Management LLC | 4,603 | $926.1K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,686 | $942.8K | 0.07% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,693 | $944.2K | 0.07% | +3+0.1% | Added |