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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 2,425 | $487.9K | 0.03% | −168−6.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,409 | $484.7K | 0.01% | +9+0.4% | Added |
| Glenmede Trust Co NA | 2,408 | $484.5K | 0.00% | −1,173−32.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,403 | $483.5K | 0.01% | −564−19.0% | Reduced |
| V-Square Quantitative Management LLC | 2,396 | $482.1K | 0.08% | +176+7.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,390 | $480.9K | 0.02% | −61−2.5% | Reduced |
| Acadian Asset Management LLC | 2,345 | $471.0K | 0.00% | +1,818+345.0% | Added |
| Wetherby Asset Management Inc | 2,298 | $462.4K | 0.02% | −546−19.2% | Reduced |
| Burney Co | 2,290 | $460.7K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,266 | $456.0K | 0.00% | −575−20.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,250 | $452.7K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,235 | $449.7K | 0.01% | +37+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,218 | $446.3K | 0.00% | +69+3.2% | Added |
| Smartleaf Asset Management LLC | 2,222 | $444.7K | 0.07% | +392+21.4% | Added |
| Stratos Wealth Partners, LTD. | 2,195 | $441.7K | 0.01% | +685+45.4% | Added |
| Guinness Asset Management LTD | 2,170 | $436.5K | 0.01% | +68+3.2% | Added |
| Petrus Trust Company, LTA | 2,128 | $428.2K | 0.04% | +2,128 | New |
| XTX Topco Ltd | 2,110 | $424.5K | 0.04% | +2,110 | New |
| Park Avenue Securities LLC | 2,063 | $415.0K | 0.01% | −230−10.0% | Reduced |
| Fifth Third Bancorp | 1,956 | $393.5K | 0.00% | +149+8.2% | Added |
| Kepos Capital LP | 1,949 | $392.0K | 0.15% | +160+8.9% | Added |
| Tokio Marine Asset Management Co Ltd | 1,919 | $386.1K | 0.02% | +296+18.2% | Added |
| Oarsman Capital, Inc. | 1,910 | $384.3K | 0.08% | −35−1.8% | Reduced |
| Phoenix Holdings Ltd. | 1,911 | $382.3K | 0.01% | +37+2.0% | Added |
| CWM, LLC | 1,869 | $376.0K | 0.00% | +113+6.4% | Added |
| Pinebridge Investments, L.P. | 1,831 | $368.4K | 0.00% | +291+18.9% | Added |
| Heartland Bank & Trust Co | 1,772 | $356.5K | 0.20% | +16+0.9% | Added |
| Investment Management Corp of Ontario | 1,711 | $344.3K | 0.01% | +500+41.3% | Added |
| Arthur M. Cohen & Associates, LLC | 1,700 | $342.0K | 0.06% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,686 | $339.2K | 0.19% | +1,686 | New |
| Private Advisor Group, LLC | 1,669 | $335.8K | 0.00% | −746−30.9% | Reduced |
| Wahed Invest LLC | 1,665 | $335.0K | 0.07% | +184+12.4% | Added |
| Stevens Capital Management LP | 1,601 | $322.0K | 0.11% | +1,601 | New |
| Estabrook Capital Management | 1,600 | $321.9K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,594 | $320.7K | 0.01% | +79+5.2% | Added |
| Resources Investment Advisors, LLC. | 1,542 | $310.3K | 0.00% | +1,542 | New |
| Lakeview Capital Partners, LLC | 1,270 | $309.9K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,487 | $309.0K | 0.02% | −17−1.1% | Reduced |
| Ieq Capital, LLC | 1,526 | $307.1K | 0.00% | +53+3.6% | Added |
| Bridgewater Associates, LP | 1,481 | $298.0K | 0.00% | +1,481 | New |
| NBC Securities, Inc. | 1,481 | $297.0K | 0.03% | −23−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 1,514 | $296.4K | 0.00% | −12−0.8% | Reduced |
| Symmetry Partners, LLC | 1,472 | $296.0K | 0.02% | −944−39.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,464 | $294.6K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 1,461 | $294.0K | 0.01% | +1,461 | New |
| Avantax Advisory Services, Inc. | 1,459 | $293.5K | 0.00% | +1,459 | New |
| OneAscent Financial Services LLC | 1,452 | $292.0K | 0.04% | +449+44.8% | Added |
| GWM Advisors LLC | 1,446 | $290.9K | 0.00% | +1,383+2,195.2% | Added |
| CX Institutional | 1,441 | $289.9K | 0.01% | +945+190.5% | Added |
| Ontario Teachers Pension Plan Board | 1,439 | $289.5K | 0.00% | +1,439 | New |
| RMR Wealth Builders | 1,437 | $289.1K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $283.7K | 0.01% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $282.0K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,385 | $278.7K | 0.02% | +67+5.1% | Added |
| Marble Harbor Investment Counsel, LLC | 1,300 | $261.7K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,266 | $254.7K | 0.00% | −898−41.5% | Reduced |
| PFG Investments, LLC | 1,246 | $250.7K | 0.02% | +43+3.6% | Added |
| 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 |
| Silvercrest Asset Management Group LLC | 1,224 | $246.3K | 0.00% | −11,759−90.6% | Reduced |
| Empowered Funds, LLC | 1,222 | $245.9K | 0.00% | +101+9.0% | Added |
| Procyon Private Wealth Partners, LLC | 1,221 | $245.7K | 0.02% | −6−0.5% | Reduced |
| Bessemer Group Inc | 1,207 | $242.0K | 0.00% | +28+2.4% | Added |
| Profund Advisors LLC | 1,188 | $239.0K | 0.01% | −17−1.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,179 | $237.2K | 0.05% | +1,179 | New |
| EntryPoint Capital, LLC | 1,163 | $234.0K | 0.11% | +1,163 | New |
| Kingswood Wealth Advisors, LLC | 1,158 | $233.0K | 0.02% | +1,158 | New |
| Berry Wealth Group, LP | 1,153 | $232.0K | 0.19% | +168+17.1% | Added |
| Gateway Investment Advisers LLC | 1,150 | $231.4K | 0.00% | −2,776−70.7% | Reduced |
| Veriti Management LLC | 1,135 | $228.4K | 0.01% | +80+7.6% | Added |
| Carderock Capital Management Inc | 1,122 | $225.7K | 0.06% | −27,677−96.1% | Reduced |
| Headlands Technologies LLC | 1,104 | $222.1K | 0.02% | +1,104 | New |
| Horizon Investments, LLC | 1,101 | $220.8K | 0.01% | +14+1.3% | Added |
| Nomura Holdings Inc | 1,095 | $220.3K | 0.00% | +1,095 | New |
| MeadowBrook Investment Advisors LLC | 1,078 | $216.9K | 0.21% | +200+22.8% | Added |
| Quarry LP | 1,071 | $215.5K | 0.09% | +783+271.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,070 | $215.3K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,046 | $210.5K | 0.01% | +1,046 | New |
| Connecticut Wealth Management, LLC | 1,024 | $206.0K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,012 | $203.6K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,002 | $202.0K | 0.07% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,001 | $201.4K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,001 | $201.0K | 0.01% | +1,001 | New |
| Gen-Wealth Partners Inc | 987 | $198.6K | 0.10% | +208+26.7% | Added |
| State of Wyoming | 964 | $194.0K | 0.03% | +61+6.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 934 | $188.0K | 0.00% | +48+5.4% | Added |
| Studio Investment Management LLC | 910 | $183.1K | 0.04% | +4+0.4% | Added |
| Ameritas Investment Partners, Inc. | 818 | $164.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 762 | $153.3K | 0.00% | +31+4.2% | Added |
| First Horizon Advisors, Inc. | 728 | $146.5K | 0.00% | +202+38.4% | Added |
| Farther Finance Advisors, LLC | 726 | $142.2K | 0.01% | +333+84.7% | Added |
| Signaturefd, LLC | 665 | $133.8K | 0.00% | +31+4.9% | Added |
| Godsey & Gibb Associates | 650 | $130.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 531 | $129.6K | 0.00% | +27+5.4% | Added |
| Parallel Advisors, LLC | 637 | $128.2K | 0.00% | −66−9.4% | Reduced |
| Quadrant Capital Group LLC | 632 | $127.2K | 0.01% | −93−12.8% | Reduced |
| Natixis Investment Managers International | 554 | $111.5K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 551 | $111.0K | 0.00% | −11−2.0% | Reduced |
| Natixis | 545 | $109.7K | 0.00% | −398−42.2% | Reduced |
| VisionPoint Advisory Group, LLC | 544 | $109.5K | 0.04% | +177+48.2% | Added |