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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 1,401 | $300.5K | 0.01% | +1,401 | New |
| Advisory Alpha, LLC | 1,410 | $302.4K | 0.01% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,437 | $308.2K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,440 | $308.9K | 0.03% | −2,945−67.2% | Reduced |
| Avantax Advisory Services, Inc. | 1,446 | $310.1K | 0.00% | −13−0.9% | Reduced |
| Berry Wealth Group, LP | 1,465 | $314.2K | 0.23% | +312+27.1% | Added |
| CX Institutional | 1,467 | $314.7K | 0.01% | +26+1.8% | Added |
| Cadent Capital Advisors, LLC | 1,482 | $317.9K | 0.11% | +1,482 | New |
| Gitterman Wealth Management, LLC | 1,484 | $318.5K | 0.13% | +1,484 | New |
| TD Waterhouse Canada Inc. | 1,514 | $321.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,509 | $323.8K | 0.00% | −17−1.1% | Reduced |
| HighPoint Advisor Group LLC | 1,503 | $324.7K | 0.02% | +16+1.1% | Added |
| GWM Advisors LLC | 1,550 | $332.4K | 0.00% | +104+7.2% | Added |
| iA Global Asset Management Inc. | 1,556 | $334.0K | 0.01% | −4,999−76.3% | Reduced |
| Estabrook Capital Management | 1,600 | $343.2K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,606 | $344.5K | 0.03% | +1,606 | New |
| Heartland Bank & Trust Co | 1,653 | $354.6K | 0.19% | −119−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,658 | $356.0K | 0.00% | −608−26.8% | Reduced |
| Resources Investment Advisors, LLC. | 1,684 | $361.2K | 0.00% | +142+9.2% | Added |
| Arthur M. Cohen & Associates, LLC | 1,700 | $361.3K | 0.07% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,752 | $375.7K | 0.04% | +1,752 | New |
| Signal Advisors Wealth, LLC | 1,759 | $377.2K | 0.05% | +1,759 | New |
| First Bank & Trust | 1,780 | $381.8K | 0.07% | −1,881−51.4% | Reduced |
| Kepos Capital LP | 1,787 | $383.0K | 0.17% | −162−8.3% | Reduced |
| Park Avenue Securities LLC | 1,835 | $394.0K | 0.00% | −228−11.1% | Reduced |
| Wahed Invest LLC | 1,838 | $394.3K | 0.07% | +173+10.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,919 | $411.6K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,966 | $421.7K | 0.00% | −3,551−64.4% | Reduced |
| Raymond James Trust N.A. | 2,025 | $434.4K | 0.01% | +431+27.0% | Added |
| Squarepoint Ops LLC | 2,038 | $437.2K | 0.00% | −27,766−93.2% | Reduced |
| Wetherby Asset Management Inc | 2,061 | $442.1K | 0.02% | −237−10.3% | Reduced |
| CWM, LLC | 2,064 | $443.0K | 0.00% | +195+10.4% | Added |
| Procyon Private Wealth Partners, LLC | 2,109 | $452.4K | 0.03% | +888+72.7% | Added |
| Fifth Third Bancorp | 2,148 | $460.7K | 0.00% | +192+9.8% | Added |
| Blackston Financial Advisory Group, LLC | 2,239 | $480.2K | 0.25% | +553+32.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,241 | $480.7K | 0.03% | −200−8.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,250 | $482.6K | 0.06% | 00.0% | Unchanged |
| Crestline Management, LP | 2,304 | $494.2K | 0.03% | +2,304 | New |
| Guinness Asset Management LTD | 2,315 | $496.6K | 0.01% | +145+6.7% | Added |
| Phoenix Holdings Ltd. | 2,334 | $501.6K | 0.01% | +423+22.1% | Added |
| EntryPoint Capital, LLC | 2,386 | $511.8K | 0.29% | +1,223+105.2% | Added |
| Glenmede Trust Co NA | 2,396 | $513.9K | 0.00% | −12−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,399 | $514.6K | 0.01% | −10−0.4% | Reduced |
| V-Square Quantitative Management LLC | 2,419 | $518.9K | 0.08% | +23+1.0% | Added |
| Mission Creek Capital Partners, Inc. | 2,426 | $520.5K | 0.12% | −326−11.8% | Reduced |
| Janney Montgomery Scott LLC | 2,438 | $523.0K | 0.00% | −176−6.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,463 | $528.3K | 0.02% | +73+3.1% | Added |
| Empirical Finance, LLC | 2,486 | $533.2K | 0.03% | +61+2.5% | Added |
| Investment Management Corp of Ontario | 2,511 | $538.6K | 0.01% | +800+46.8% | Added |
| Smartleaf Asset Management LLC | 2,541 | $546.3K | 0.07% | +319+14.4% | Added |
| Shell Asset Management Co | 2,554 | $548.0K | 0.02% | +2,554 | New |
| Net Worth Advisory Group | 2,578 | $553.0K | 0.16% | +2,578 | New |
| Omers Administration Corp | 2,622 | $562.4K | 0.01% | −37,400−93.4% | Reduced |
| Stock Yards Bank & Trust Co | 2,622 | $562.4K | 0.02% | −10−0.4% | Reduced |
| First Manhattan Co | 2,653 | $569.1K | 0.00% | −89−3.2% | Reduced |
| CenterBook Partners LP | 2,703 | $579.8K | 0.04% | −4,302−61.4% | Reduced |
| Hikari Power Ltd | 2,710 | $581.0K | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,713 | $581.9K | 0.00% | −26−0.9% | Reduced |
| Simmons Bank | 2,717 | $582.8K | 0.04% | +100+3.8% | Added |
| Regions Financial Corp | 2,720 | $583.4K | 0.00% | −3,428−55.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,748 | $589.4K | 0.01% | +345+14.4% | Added |
| Ontario Teachers Pension Plan Board | 2,765 | $593.1K | 0.01% | +1,326+92.1% | Added |
| Altshuler Shaham Ltd | 2,846 | $610.5K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,878 | $617.3K | 0.05% | −419−12.7% | Reduced |
| Sterling Capital Management LLC | 2,889 | $619.7K | 0.01% | +2,889 | New |
| Sanctuary Advisors, LLC | 2,672 | $621.2K | 0.00% | −1,235−31.6% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $623.6K | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 2,930 | $628.5K | 0.01% | +329+12.6% | Added |
| Machina Capital S.A.S. | 2,965 | $636.0K | 0.25% | −5,239−63.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,001 | $640.1K | 0.01% | −100−3.2% | Reduced |
| Jump Financial, LLC | 3,098 | $664.5K | 0.01% | −36,357−92.1% | Reduced |
| RSM US Wealth Management LLC | 3,234 | $687.3K | 0.01% | −84−2.5% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $690.9K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,303 | $708.4K | 0.13% | +10.0% | Added |
| Public Sector Pension Investment Board | 3,304 | $708.7K | 0.00% | +400+13.8% | Added |
| Blair William & Co | 3,330 | $714.3K | 0.00% | +288+9.5% | Added |
| Rice Hall James & Associates, LLC | 3,362 | $721.1K | 0.04% | −81−2.4% | Reduced |
| Fagan Associates, Inc. | 3,370 | $722.9K | 0.12% | −15−0.4% | Reduced |
| MML Investors Services, LLC | 3,379 | $725.0K | 0.00% | −96−2.8% | Reduced |
| FORA Capital, LLC | 3,453 | $740.7K | 0.09% | −6,384−64.9% | Reduced |
| Commerce Bank | 3,455 | $741.1K | 0.00% | −5,071−59.5% | Reduced |
| StoneX Group Inc. | 3,481 | $746.7K | 0.05% | +933+36.6% | Added |
| Wealthfront Advisers LLC | 3,486 | $747.7K | 0.00% | −129−3.6% | Reduced |
| Inspire Advisors, LLC | 3,492 | $749.0K | 0.09% | +3,492 | New |
| E. Ohman J:or Asset Management AB | 3,500 | $750.8K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,541 | $759.5K | 0.00% | −639−15.3% | Reduced |
| Sheets Smith Wealth Management | 3,552 | $761.9K | 0.09% | −110−3.0% | Reduced |
| Quantinno Capital Management LP | 3,596 | $771.3K | 0.01% | +913+34.0% | Added |
| Welch Group, LLC | 3,700 | $793.6K | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 3,700 | $794.0K | 0.03% | −100−2.6% | Reduced |
| Hahn Capital Management LLC | 3,754 | $805.2K | 0.52% | −1,905−33.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $827.8K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 3,896 | $835.7K | 0.07% | −13,862−78.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,984 | $855.0K | 0.01% | −1,757−30.6% | Reduced |
| Mairs & Power Inc | 4,000 | $858.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 4,003 | $859.0K | 0.03% | +34+0.9% | Added |
| Walleye Trading LLC | 4,040 | $866.6K | 0.02% | +470+13.2% | Added |
| Cetera Investment Advisers | 4,109 | $881.3K | 0.00% | −790−16.1% | Reduced |
| Securian Asset Management, Inc | 4,173 | $895.1K | 0.03% | −100−2.3% | Reduced |
| Ossiam | 4,235 | $908.4K | 0.02% | +1,345+46.5% | Added |