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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 485,892 | $97.8M | 0.03% | −6,542−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 489,815 | $98.6M | 0.23% | +489,815 | New |
| Qube Research & Technologies Ltd | 493,117 | $99.2M | 0.18% | +267,220+118.3% | Added |
| Bank of America Corp | 504,166 | $101.4M | 0.01% | −11,523−2.2% | Reduced |
| HSBC Holdings PLC | 519,124 | $104.2M | 0.07% | +223,422+75.6% | Added |
| Brown Advisory Inc | 518,562 | $104.3M | 0.14% | −354,492−40.6% | Reduced |
| Bank of New York Mellon Corp | 536,381 | $107.9M | 0.02% | −17,096−3.1% | Reduced |
| Fisher Asset Management, LLC | 612,236 | $123.2M | 0.05% | +48,351+8.6% | Added |
| Charles Schwab Investment Management Inc | 625,814 | $125.9M | 0.02% | +9,896+1.6% | Added |
| King Luther Capital Management Corp | 639,292 | $128.6M | 0.58% | −5,132−0.8% | Reduced |
| UBS Asset Management Americas Inc | 648,387 | $130.5M | 0.04% | +132,412+25.7% | Added |
| Northern Trust Corp | 699,017 | $140.6M | 0.02% | −11,648−1.6% | Reduced |
| First Trust Advisors LP | 764,670 | $153.9M | 0.16% | +292,455+61.9% | Added |
| Nordea Investment Management AB | 794,749 | $159.8M | 0.19% | +452,579+132.3% | Added |
| JPMorgan Chase & Co | 798,454 | $160.6M | 0.01% | −316,003−28.4% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 800,000 | $160.9M | 0.90% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 825,984 | $166.2M | 3.64% | +16,660+2.1% | Added |
| Norges Bank | 930,609 | $187.2M | 0.03% | +81,707+9.6% | Added |
| Champlain Investment Partners, LLC | 950,216 | $191.2M | 1.17% | +218,565+29.9% | Added |
| Barclays PLC | 1,163,285 | $234.1M | 0.11% | −4,723−0.4% | Reduced |
| Wellington Management Group LLP | 1,358,473 | $273.3M | 0.05% | −600,282−30.6% | Reduced |
| Amundi | 1,475,387 | $292.3M | 0.11% | +179,542+13.9% | Added |
| Invesco Ltd. | 1,520,993 | $306.0M | 0.06% | +183,764+13.7% | Added |
| Pictet Asset Management Holding SA | 1,595,782 | $321.1M | 0.37% | −70,215−4.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,822,963 | $366.8M | 0.23% | +51,247+2.9% | Added |
| Geode Capital Management, LLC | 1,867,787 | $374.8M | 0.03% | +45,579+2.5% | Added |
| Impax Asset Management Group plc | 1,960,982 | $394.5M | 1.61% | −1,350−0.1% | Reduced |
| Morgan Stanley | 2,718,883 | $547.0M | 0.04% | +428,413+18.7% | Added |
| State Street Corp | 3,002,899 | $604.2M | 0.03% | +21,951+0.7% | Added |
| Price T Rowe Associates Inc | 5,651,411 | $1.14B | 0.14% | −2,313,545−29.0% | Reduced |
| BlackRock Inc. | 6,199,248 | $1.25B | 0.03% | +115,196+1.9% | Added |
| Vanguard Group Inc | 9,204,526 | $1.85B | 0.04% | +2,4520.0% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −118,331−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −67,810−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −37,007−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −19,829−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −15,637−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,498−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,792−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,127−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Grandfield & Dodd, LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −966−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Harvey Capital Management Inc | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Brown Shipley& Co Ltd | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | Not filed |
| Tortoise Index Solutions, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| Credential Qtrade Securities Inc. | – | – | – | – | Not filed |