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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 632 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ2 2024: $14.8B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2024.

Institutions holding IEX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Delta Asset Management LLC15$3.02K0.00%00.0%Unchanged
Global Financial Private Client, LLC15$3.02K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.12$2.93K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$2.82K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$2.82K0.00%00.0%Unchanged
Fortitude Family Office, LLC13$2.62K0.00%00.0%Unchanged
Tortoise Investment Management, LLC12$2.41K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$2.21K0.00%+2+22.2%Added
Zions Bancorporation, N.A.11$2.21K0.00%00.0%Unchanged
Salomon & Ludwin, LLC11$2.21K0.00%00.0%Unchanged
Park Place Capital Corp10$2.01K0.00%−37−78.7%Reduced
Asset Dedication, LLC10$2.01K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$2.01K0.00%+8+400.0%Added
SJS Investment Consulting Inc.9$1.81K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC7$1.41K0.00%−74−91.4%Reduced
Creekmur Asset Management LLC7$1.41K0.00%+7New
Fairway Wealth LLC7$1.41K0.00%+7New
Longfellow Investment Management Co LLC6$1.21K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC6$1.21K0.00%00.0%Unchanged
Avion Wealth8$1.00K0.00%+2+33.3%Added
Chilton Capital Management LLC4$8050.00%00.0%Unchanged
True Wealth Design, LLC4$8050.00%+1+33.3%Added
International Assets Investment Management, LLC4$8050.00%+4New
Valued Wealth Advisors LLC3$6040.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC3$6040.00%00.0%Unchanged
Birchbrook, Inc.2$4750.00%+2New
TFC Financial Management2$4030.00%−1−33.3%Reduced
AdvisorNet Financial, Inc2$4020.00%+1+100.0%Added
CoreCap Advisors, LLC2$4020.00%+2New
Leonteq Securities AG1$2010.00%−400−99.8%Reduced
Abich Financial Wealth Management LLC1$2010.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0Unchanged
Balyasny Asset Management LLC0$00.00%−118,331−100.0%Sold out
Fred Alger Management, LLC0$00.00%−67,810−100.0%Sold out
DuPont Capital Management Corp0$00.00%−37,007−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−26,600−100.0%Sold out
American International Group, Inc.0$00.00%−19,829−100.0%Sold out
Texas Permanent School Fund0$00.00%−15,637−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−11,280−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−8,800−100.0%Sold out
Duality Advisers, LP0$00.00%−8,498−100.0%Sold out
Marshall Financial Group LLC0$00.00%−4,359−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−3,889−100.0%Sold out
HRT Financial LP0$00.00%−3,597−100.0%Sold out
Inceptionr LLC0$00.00%−3,400−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−3,050−100.0%Sold out
SRB Corp0$00.00%−3,006−100.0%Sold out
Alberta Investment Management Corp0$00.00%−2,900−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−2,792−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−2,563−100.0%Sold out
Artemis Investment Management LLP0$00.00%−2,277−100.0%Sold out
Beck Mack & Oliver LLC0$00.00%−2,250−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−2,217−100.0%Sold out
Virtu Financial LLC0$00.00%−1,921−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−1,628−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−1,549−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−1,497−100.0%Sold out
Lincoln National Corp0$00.00%−1,435−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−1,400−100.0%Sold out
Outlook Wealth Advisors, LLC0$00.00%−1,250−100.0%Sold out
Old National Bancorp0$00.00%−1,180−100.0%Sold out
Financial Advocates Investment Management0$00.00%−1,150−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−1,127−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−1,126−100.0%Sold out
Greenleaf Trust0$00.00%−1,120−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,115−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,110−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−1,075−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−1,005−100.0%Sold out
BluePath Capital Management, LLC0$00.00%−996−100.0%Sold out
Lake Street Advisors Group, LLC0$00.00%−996−100.0%Sold out
Grandfield & Dodd, LLC0$00.00%−982−100.0%Sold out
Ethic Inc.0$00.00%−981−100.0%Sold out
NEOS Investment Management LLC0$00.00%−972−100.0%Sold out
Wedmont Private Capital0$00.00%−966−100.0%Sold out
Boston Private Wealth LLC0$00.00%−938−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−924−100.0%Sold out
Harvey Capital Management Inc0$00.00%−900−100.0%Sold out
Brown Shipley& Co Ltd0$00.00%−904−100.0%Sold out
Cadent Capital Advisors, LLC0$00.00%−867−100.0%Sold out
Nebula Research & Development LLC0$00.00%−827−100.0%Sold out
Ballentine Partners, LLC0$00.00%−824−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−800−100.0%Sold out
Stephenson National Bank & Trust0$00.00%−74−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−12−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−11−100.0%Sold out
Jackson, Grant Investment Advisers, Inc.0$00.00%−7−100.0%Sold out
Sachetta, LLC0$00.00%−6−100.0%Sold out
Assetmark, Inc0$00.00%−1−100.0%Sold out
Tfo-TDC, LLC0$00.00%−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