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, Q3 2024
Institutional positions in Idex Corp as of Sep 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
- 615
- −13 vs. Q2 2024
- Shares held
- 74.2M
- +6.57M (+9.7%) vs. Q2 2024
- Total value
- $15.9B
- +$2.29B (+16.9%) vs. Q2 2024
- New holders
- 72
- 207 more added
- Sold out
- 85
- 228 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $50 | 0.00% | 0 | New |
| NVWM, LLC | 1 | $215 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $429 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $429 | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $430 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 2 | $459 | 0.00% | +2 | New |
| Birchbrook, Inc. | 2 | $506 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $644 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $644 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $644 | 0.00% | +3 | New |
| Rothschild Investment LLC | 4 | $858 | 0.00% | −19−82.6% | Reduced |
| Raleigh Capital Management Inc. | 4 | $858 | 0.00% | −6−60.0% | Reduced |
| True Wealth Design, LLC | 4 | $858 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 6 | $1.29K | 0.00% | +6 | New |
| Creekmur Asset Management LLC | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $1.93K | 0.00% | −3−25.0% | Reduced |
| Financial Network Wealth Advisors LLC | 9 | $1.93K | 0.00% | +9 | New |
| Avion Wealth | 11 | $2.00K | 0.00% | +3+37.5% | Added |
| Asset Dedication, LLC | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $2.15K | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 11 | $2.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 11 | $2.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $2.36K | 0.00% | +2+22.2% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $2.57K | 0.00% | +1+9.1% | Added |
| Geneos Wealth Management Inc. | 13 | $2.79K | 0.00% | +13 | New |
| MV Capital Management, Inc. | 14 | $3.00K | 0.00% | −2−12.5% | Reduced |
| Raffa Wealth Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $3.00K | 0.00% | +14 | New |
| CVA Family Office, LLC | 15 | $3.22K | 0.00% | −2−11.8% | Reduced |
| Delta Asset Management LLC | 15 | $3.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $3.22K | 0.00% | +15 | New |
| Harbour Investments, Inc. | 18 | $3.86K | 0.00% | −2−10.0% | Reduced |
| Crewe Advisors LLC | 18 | $3.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $3.86K | 0.00% | +5+38.5% | Added |
| Capital Performance Advisors LLP | 19 | $4.08K | 0.00% | +19 | New |
| Red Tortoise LLC | 20 | $4.29K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 21 | $4.50K | 0.00% | +21 | New |
| Trust Co of Vermont | 23 | $4.93K | 0.00% | +23 | New |
| FinTrust Capital Advisors, LLC | 24 | $5.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.15K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 27 | $5.79K | 0.00% | +27 | New |
| Hemington Wealth Management | 31 | $6.00K | 0.00% | +31 | New |
| Colonial Trust Advisors | 35 | $7.51K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $7.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $7.94K | 0.00% | +11+42.3% | Added |
| Valley National Advisers Inc | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $8.26K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 39 | $8.37K | 0.00% | −4−9.3% | Reduced |
| Investors Research Corp | 39 | $8.37K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $8.37K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $8.58K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $8.79K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 42 | $9.01K | 0.00% | −26−38.2% | Reduced |
| Pier Capital, LLC | 45 | $9.65K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 45 | $9.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $10.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $10.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $11.6K | 0.00% | −40−42.6% | Reduced |
| Farmers & Merchants Investments Inc | 54 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 53 | $12.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 57 | $12.2K | 0.00% | +56+5,600.0% | Added |
| LGT Financial Advisors LLC | 58 | $12.4K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $12.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $13.7K | 0.00% | +20+45.5% | Added |
| Strengthening Families & Communities, LLC | 65 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tobam | 70 | $15.0K | 0.00% | −10−12.5% | Reduced |
| City Holding Co | 70 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 70 | $15.0K | 0.00% | +70 | New |
| Semmax Financial Advisors Inc. | 67 | $15.3K | 0.00% | +35+109.4% | Added |
| Key Financial Inc | 77 | $16.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 77 | $16.5K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 79 | $16.9K | 0.01% | +79 | New |
| FNY Investment Advisers, LLC | 81 | $17.0K | 0.01% | +81 | New |
| Abound Wealth Management | 81 | $17.4K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 84 | $18.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $18.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 91 | $19.4K | 0.01% | +9+11.0% | Added |
| Peterson Financial Group, Inc. | 91 | $19.4K | 0.07% | +91 | New |
| Ashton Thomas Securities, LLC | 94 | $20.2K | 0.00% | +94 | New |
| Simplex Trading, LLC | 98 | $21.0K | 0.00% | +98 | New |
| Bell Investment Advisors, Inc | 112 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 112 | $24.0K | 0.00% | +14+14.3% | Added |
| Parkside Financial Bank & Trust | 114 | $24.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 119 | $25.5K | 0.00% | +19+19.0% | Added |
| Baldwin Brothers Inc | 121 | $26.0K | 0.00% | +121 | New |
| Whittier Trust Co of Nevada Inc | 125 | $26.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 125 | $26.8K | 0.00% | −116−48.1% | Reduced |
| DT Investment Partners, LLC | 136 | $29.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 139 | $29.8K | 0.00% | +59+73.8% | Added |
| Riverview Trust Co | 142 | $30.5K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 147 | $31.5K | 0.02% | +22+17.6% | Added |
| Laurel Wealth Advisors LLC | 150 | $32.2K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 150 | $32.2K | 0.01% | +150 | New |
| Assetmark, Inc | 182 | $39.0K | 0.00% | +182 | New |