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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 186 | $39.9K | 0.00% | −1−0.5% | Reduced |
| Operose Advisors LLC | 198 | $42.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $42.9K | 0.00% | +100+100.0% | Added |
| AdvisorNet Financial, Inc | 203 | $43.5K | 0.00% | +201+10,050.0% | Added |
| TD Private Client Wealth LLC | 204 | $43.8K | 0.00% | −15−6.8% | Reduced |
| Lindbrook Capital, LLC | 207 | $44.4K | 0.00% | −5−2.4% | Reduced |
| Whittier Trust Co | 209 | $44.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 218 | $46.8K | 0.01% | −35−13.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 231 | $49.5K | 0.00% | +23+11.1% | Added |
| Allworth Financial LP | 237 | $50.8K | 0.00% | −27−10.2% | Reduced |
| Principal Securities, Inc. | 238 | $51.1K | 0.00% | −151−38.8% | Reduced |
| Manchester Capital Management LLC | 240 | $51.5K | 0.01% | −3−1.2% | Reduced |
| Perritt Capital Management Inc | 252 | $54.1K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $59.0K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 300 | $64.3K | 0.00% | +300 | New |
| Jones Financial Companies LLLP | 301 | $64.7K | 0.00% | +164+119.7% | Added |
| West Paces Advisors Inc. | 310 | $66.5K | 0.02% | −21−6.3% | Reduced |
| Sentry Investment Management LLC | 327 | $70.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 333 | $71.4K | 0.00% | −10−2.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 349 | $74.9K | 0.00% | +37+11.9% | Added |
| Penserra Capital Management LLC | 358 | $76.0K | 0.00% | +1+0.3% | Added |
| Central Trust Co | 366 | $78.5K | 0.00% | −30−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 394 | $84.5K | 0.01% | +50+14.5% | Added |
| Hollencrest Capital Management | 400 | $85.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 400 | $85.8K | 0.03% | +400 | New |
| Fred Alger Management, LLC | 415 | $89.0K | 0.00% | +415 | New |
| Quent Capital, LLC | 417 | $89.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 435 | $93.3K | 0.00% | +35+8.8% | Added |
| Ronald Blue Trust, Inc. | 481 | $96.8K | 0.00% | +142+41.9% | Added |
| Dougherty Wealth Advisers LLC | 455 | $97.6K | 0.08% | −18−3.8% | Reduced |
| Values First Advisors, Inc. | 455 | $97.6K | 0.05% | +455 | New |
| Federated Hermes, Inc. | 457 | $98.0K | 0.00% | +14+3.2% | Added |
| Millburn Ridgefield Corp | 460 | $98.7K | 0.00% | +380+475.0% | Added |
| Signaturefd, LLC | 474 | $101.7K | 0.00% | −191−28.7% | Reduced |
| Mather Group, LLC. | 499 | $107.0K | 0.00% | −32−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 501 | $107.5K | 0.00% | +49+10.8% | Added |
| Acadian Asset Management LLC | 527 | $113.0K | 0.00% | −1,818−77.5% | Reduced |
| Hantz Financial Services, Inc. | 534 | $115.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 617 | $132.0K | 0.00% | +66+12.0% | Added |
| Huntington National Bank | 631 | $135.4K | 0.00% | +116+22.5% | Added |
| Quadrant Capital Group LLC | 632 | $135.6K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 650 | $139.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 651 | $139.7K | 0.00% | +14+2.2% | Added |
| Walleye Capital LLC | 652 | $139.9K | 0.00% | −2,555−79.7% | Reduced |
| First Horizon Advisors, Inc. | 658 | $141.1K | 0.00% | −70−9.6% | Reduced |
| Farther Finance Advisors, LLC | 669 | $143.6K | 0.01% | −57−7.9% | Reduced |
| Covestor Ltd | 692 | $148.0K | 0.09% | +165+31.3% | Added |
| Natixis Investment Managers International | 700 | $150.2K | 0.01% | +146+26.4% | Added |
| VisionPoint Advisory Group, LLC | 704 | $151.0K | 0.05% | +160+29.4% | Added |
| Global Retirement Partners, LLC | 768 | $164.7K | 0.00% | +6+0.8% | Added |
| Ameritas Investment Partners, Inc. | 769 | $165.0K | 0.01% | −49−6.0% | Reduced |
| Larson Financial Group LLC | 805 | $172.7K | 0.01% | +805 | New |
| State of Wyoming | 914 | $196.1K | 0.03% | −50−5.2% | Reduced |
| Oarsman Capital, Inc. | 929 | $199.3K | 0.04% | −981−51.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 938 | $201.2K | 0.00% | +938 | New |
| HB Wealth Management, LLC | 940 | $201.6K | 0.00% | +940 | New |
| Morningstar Investment Management LLC | 946 | $202.0K | 0.02% | +946 | New |
| Frank, Rimerman Advisors LLC | 947 | $203.1K | 0.01% | −99−9.5% | Reduced |
| Studio Investment Management LLC | 955 | $204.8K | 0.04% | +45+4.9% | Added |
| Claret Asset Management Corp | 967 | $207.0K | 0.03% | +967 | New |
| Lakeview Capital Partners, LLC | 970 | $208.1K | 0.03% | −300−23.6% | Reduced |
| Profund Advisors LLC | 970 | $208.1K | 0.01% | −218−18.4% | Reduced |
| NEOS Investment Management LLC | 972 | $208.5K | 0.01% | +972 | New |
| BluePath Capital Management, LLC | 974 | $209.0K | 0.13% | +974 | New |
| Grandfield & Dodd, LLC | 982 | $210.6K | 0.01% | +982 | New |
| Thoroughbred Financial Services, LLC | 1,001 | $214.0K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,001 | $214.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,002 | $215.0K | 0.07% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,012 | $217.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,016 | $217.9K | 0.00% | −35,334−97.2% | Reduced |
| Horizon Investments, LLC | 1,027 | $219.6K | 0.01% | −74−6.7% | Reduced |
| Connecticut Wealth Management, LLC | 1,024 | $219.6K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,050 | $221.9K | 0.02% | +1,050 | New |
| Bessemer Group Inc | 1,056 | $226.0K | 0.00% | −151−12.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,068 | $229.1K | 0.21% | −10−0.9% | Reduced |
| Veriti Management LLC | 1,069 | $229.3K | 0.01% | −66−5.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,070 | $229.5K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,080 | $231.7K | 0.00% | −186−14.7% | Reduced |
| Paloma Partners Management Co | 1,082 | $232.1K | 0.01% | +1,082 | New |
| Meeder Advisory Services, Inc. | 1,107 | $237.5K | 0.02% | +1,107 | New |
| Ethic Inc. | 981 | $239.4K | 0.01% | +981 | New |
| Siemens Fonds Invest GmbH | 1,130 | $242.4K | 0.02% | −334−22.8% | Reduced |
| Gateway Investment Advisers LLC | 1,150 | $246.7K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,157 | $248.2K | 0.01% | +1,157 | New |
| Bleakley Financial Group, LLC | 1,166 | $250.1K | 0.01% | −69−5.6% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,169 | $250.8K | 0.05% | −10−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 1,173 | $251.6K | 0.00% | −2,223−65.5% | Reduced |
| Benjamin Edwards Inc | 1,250 | $268.1K | 0.00% | +1,250 | New |
| Marble Harbor Investment Counsel, LLC | 1,275 | $273.6K | 0.03% | −25−1.9% | Reduced |
| PFG Investments, LLC | 1,280 | $274.6K | 0.02% | +34+2.7% | Added |
| Empowered Funds, LLC | 1,295 | $277.8K | 0.00% | +73+6.0% | Added |
| Private Advisor Group, LLC | 1,303 | $279.4K | 0.00% | −366−21.9% | Reduced |
| Davenport & Co LLC | 1,317 | $282.5K | 0.00% | +1,317 | New |
| Financial Advisory Corp | 1,320 | $283.0K | 0.10% | +1,320 | New |
| Dark Forest Capital Management LP | 1,320 | $283.1K | 0.04% | +1,320 | New |
| Gen-Wealth Partners Inc | 1,305 | $285.3K | 0.12% | +318+32.2% | Added |
| DRW Securities, LLC | 1,395 | $299.2K | 0.02% | +1,395 | New |
| Checchi Capital Advisers, LLC | 1,397 | $299.7K | 0.02% | +12+0.9% | Added |
| Argent Trust Co | 1,398 | $299.9K | 0.01% | −63−4.3% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $300.0K | 0.04% | 00.0% | Unchanged |