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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 534 | $107.0K | 0.00% | −171−24.3% | Reduced |
| Covestor Ltd | 527 | $106.0K | 0.07% | −19−3.5% | Reduced |
| Huntington National Bank | 515 | $103.6K | 0.00% | −66−11.4% | Reduced |
| Alta Advisers Ltd | 500 | $100.6K | 0.05% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 473 | $95.2K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 452 | $90.9K | 0.00% | +233+106.4% | Added |
| Federated Hermes, Inc. | 443 | $89.1K | 0.00% | +17+4.0% | Added |
| Quent Capital, LLC | 417 | $83.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $83.1K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 339 | $82.7K | 0.00% | +316+1,373.9% | Added |
| Gradient Investments LLC | 402 | $80.9K | 0.00% | +397+7,940.0% | Added |
| Brown Brothers Harriman & Co | 400 | $80.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $80.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 396 | $79.7K | 0.00% | −62−13.5% | Reduced |
| Principal Securities, Inc. | 389 | $78.3K | 0.00% | +52+15.4% | Added |
| Penserra Capital Management LLC | 357 | $72.0K | 0.00% | +4+1.1% | Added |
| EverSource Wealth Advisors, LLC | 344 | $71.7K | 0.00% | +57+19.9% | Added |
| Quintet Private Bank (Europe) S.A. | 312 | $70.3K | 0.00% | +7+2.3% | Added |
| Clearstead Advisors, LLC | 343 | $69.0K | 0.00% | +20+6.2% | Added |
| West Paces Advisors Inc. | 331 | $66.6K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 327 | $66.0K | 0.03% | −67−17.0% | Reduced |
| Smithfield Trust Co | 277 | $55.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 264 | $53.6K | 0.00% | +119+82.1% | Added |
| Mascoma Wealth Management LLC | 253 | $50.9K | 0.01% | +253 | New |
| Perritt Capital Management Inc | 252 | $50.6K | 0.03% | +2+0.8% | Added |
| Manchester Capital Management LLC | 243 | $48.9K | 0.01% | +213+710.0% | Added |
| Umb Bank N A | 241 | $48.5K | 0.00% | +57+31.0% | Added |
| TD Private Client Wealth LLC | 219 | $44.1K | 0.00% | −44−16.7% | Reduced |
| Lindbrook Capital, LLC | 212 | $42.7K | 0.00% | −15−6.6% | Reduced |
| Whittier Trust Co | 209 | $42.0K | 0.00% | +58+38.4% | Added |
| Steward Partners Investment Advisory, LLC | 208 | $41.9K | 0.00% | −5−2.3% | Reduced |
| EdgeRock Capital LLC | 202 | $40.6K | 0.03% | +202 | New |
| Operose Advisors LLC | 198 | $39.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 187 | $37.6K | 0.00% | +135+259.6% | Added |
| Barrett & Company, Inc. | 150 | $30.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $30.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 142 | $28.6K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 137 | $27.6K | 0.00% | +64+87.7% | Added |
| DT Investment Partners, LLC | 136 | $27.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 132 | $26.0K | 0.00% | +132 | New |
| Whittier Trust Co of Nevada Inc | 125 | $25.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 125 | $25.1K | 0.02% | +125 | New |
| Parkside Financial Bank & Trust | 114 | $22.9K | 0.00% | −15−11.6% | Reduced |
| Bell Investment Advisors, Inc | 112 | $22.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 100 | $20.1K | 0.00% | +43+75.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $20.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 99 | $20.0K | 0.00% | +53+115.2% | Added |
| IFP Advisors, Inc | 98 | $19.7K | 0.00% | +64+188.2% | Added |
| Innealta Capital, LLC | 97 | $19.5K | 0.01% | +97 | New |
| Webster Bank, N. A. | 94 | $18.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 89 | $17.9K | 0.00% | +89 | New |
| Caldwell Trust Co | 85 | $17.1K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 84 | $16.9K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 82 | $16.5K | 0.01% | +75+1,071.4% | Added |
| Abound Wealth Management | 81 | $16.3K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 80 | $16.1K | 0.00% | +4+5.3% | Added |
| Catalyst Capital Advisors LLC | 80 | $16.1K | 0.00% | +4+5.3% | Added |
| Tobam | 80 | $16.0K | 0.00% | −246−75.5% | Reduced |
| Pinnacle Bancorp, Inc. | 77 | $15.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $15.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 77 | $15.4K | 0.00% | +77 | New |
| Harbor Investment Advisory, LLC | 70 | $14.1K | 0.00% | −18−20.5% | Reduced |
| City Holding Co | 70 | $14.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 68 | $13.7K | 0.00% | +26+61.9% | Added |
| Strengthening Families & Communities, LLC | 65 | $13.0K | 0.00% | +3+4.8% | Added |
| Frazier Financial Advisors, LLC | 59 | $11.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 58 | $11.7K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $10.9K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 53 | $10.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $10.1K | 0.01% | −3−5.7% | Reduced |
| SOA Wealth Advisors, LLC. | 50 | $10.1K | 0.00% | −1−2.0% | Reduced |
| Boyd Watterson Asset Management LLC | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $9.66K | 0.00% | −49−50.5% | Reduced |
| Front Row Advisors LLC | 45 | $9.05K | 0.00% | −5−10.0% | Reduced |
| First United Bank Trust | 45 | $9.05K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 45 | $9.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $8.85K | 0.00% | +1+2.3% | Added |
| Eagle Bay Advisors LLC | 43 | $8.65K | 0.01% | −28−39.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 43 | $8.65K | 0.00% | +43 | New |
| Versant Capital Management, Inc | 41 | $8.25K | 0.00% | −2−4.7% | Reduced |
| Creative Financial Designs Inc | 40 | $8.05K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 39 | $7.85K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $7.85K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $7.85K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $7.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 35 | $7.04K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $7.04K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 32 | $6.24K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 26 | $5.23K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $5.03K | 0.00% | −15−37.5% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $4.83K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $4.83K | 0.00% | +24 | New |
| Rothschild Investment LLC | 23 | $4.63K | 0.00% | +23 | New |
| Harbour Investments, Inc. | 20 | $4.02K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $4.02K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $4.02K | 0.00% | +7+53.8% | Added |
| Crewe Advisors LLC | 18 | $3.62K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $3.42K | 0.00% | +2+13.3% | Added |
| MV Capital Management, Inc. | 16 | $3.22K | 0.00% | +4+33.3% | Added |