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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 4,254 | $912.5K | 0.04% | −21,649−83.6% | Reduced |
| Louisiana State Employees Retirement System | 4,300 | $922.4K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,327 | $928.1K | 0.02% | −1,444−25.0% | Reduced |
| Cresset Asset Management, LLC | 4,423 | $948.7K | 0.00% | +481+12.2% | Added |
| Albert D Mason Inc | 4,476 | $960.1K | 0.61% | −40−0.9% | Reduced |
| Peregrine Capital Management LLC | 4,603 | $987.3K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,660 | $1.00M | 0.00% | −27,502−85.5% | Reduced |
| North Star Investment Management Corp. | 4,686 | $1.01M | 0.07% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,701 | $1.01M | 0.01% | −809−14.7% | Reduced |
| Hartford Investment Management Co | 4,691 | $1.01M | 0.03% | −154−3.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,864 | $1.04M | 0.00% | +2,646+119.3% | Added |
| Mizuho Securities USA LLC | 4,909 | $1.05M | 0.02% | −931−15.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,950 | $1.06M | 0.02% | −450−8.3% | Reduced |
| Stifel Financial Corp | 4,999 | $1.07M | 0.00% | −68−1.3% | Reduced |
| Creative Planning | 5,024 | $1.08M | 0.00% | −323−6.0% | Reduced |
| Illinois Municipal Retirement Fund | 5,101 | $1.09M | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 5,102 | $1.09M | 0.13% | +555+12.2% | Added |
| Buffington Mohr McNeal | 5,137 | $1.10M | 0.18% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,149 | $1.10M | 0.09% | +1,453+39.3% | Added |
| Kentucky Retirement Systems | 5,274 | $1.13M | 0.03% | −430−7.5% | Reduced |
| Toroso Investments, LLC | 5,428 | $1.16M | 0.01% | +460+9.3% | Added |
| Teachers Retirement System of the State of Kentucky | 5,655 | $1.21M | 0.01% | −359−6.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,667 | $1.22M | 0.00% | +412+7.8% | Added |
| Crossmark Global Holdings, Inc. | 5,730 | $1.23M | 0.02% | −1,154−16.8% | Reduced |
| Aquatic Capital Management LLC | 5,800 | $1.24M | 0.03% | +5,800 | New |
| Federation des caisses Desjardins du Quebec | 5,892 | $1.26M | 0.01% | −845−12.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,900 | $1.27M | 0.01% | −1,110−15.8% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 5,900 | $1.27M | 0.01% | +5,900 | New |
| Stratos Wealth Partners, LTD. | 5,936 | $1.27M | 0.02% | +3,741+170.4% | Added |
| Gulf International Bank (UK) Ltd | 5,941 | $1.27M | 0.03% | −333−5.3% | Reduced |
| Macquarie Group Ltd | 5,940 | $1.27M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,000 | $1.28M | 0.00% | +419+7.5% | Added |
| Alps Advisors Inc | 5,950 | $1.28M | 0.01% | +2,675+81.7% | Added |
| Apollon Wealth Management, LLC | 5,979 | $1.28M | 0.04% | +399+7.2% | Added |
| Advisor Group Holdings, Inc. | 6,085 | $1.31M | 0.00% | +2,070+51.6% | Added |
| Diversified Trust Co | 6,151 | $1.32M | 0.03% | +1,354+28.2% | Added |
| JustInvest LLC | 6,263 | $1.34M | 0.02% | +66+1.1% | Added |
| Mackenzie Financial Corp | 6,299 | $1.35M | 0.00% | −104−1.6% | Reduced |
| Rafferty Asset Management, LLC | 6,348 | $1.36M | 0.00% | −171−2.6% | Reduced |
| Glenview Trust Co | 6,373 | $1.37M | 0.03% | +400+6.7% | Added |
| Tower Research Capital LLC (TRC) | 6,379 | $1.37M | 0.04% | +3,708+138.8% | Added |
| Oregon Public Employees Retirement Fund | 6,504 | $1.40M | 0.03% | +28+0.4% | Added |
| Atria Investments LLC | 6,545 | $1.40M | 0.02% | −2,376−26.6% | Reduced |
| Bard Associates Inc | 6,850 | $1.47M | 0.50% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,878 | $1.48M | 0.07% | −462−6.3% | Reduced |
| Oddo BHF Asset Management SAS | 7,059 | $1.51M | 0.08% | +7,059 | New |
| Deerfield Management Company, L.P. (Series C) | 7,106 | $1.52M | 0.02% | +7,106 | New |
| CBOE Vest Financial, LLC | 7,154 | $1.53M | 0.03% | +1,709+31.4% | Added |
| Aigen Investment Management, LP | 7,190 | $1.54M | 0.30% | −711−9.0% | Reduced |
| Spire Wealth Management | 7,269 | $1.56M | 0.05% | −15,052−67.4% | Reduced |
| Canada Pension Plan Investment Board | 7,527 | $1.61M | 0.00% | −32,454−81.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,527 | $1.61M | 0.02% | +118+1.6% | Added |
| Janus Henderson Group PLC | 7,543 | $1.62M | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 7,571 | $1.62M | 0.30% | +7,571 | New |
| Massachusetts Financial Services Co | 7,590 | $1.63M | 0.00% | −17,704−70.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,887 | $1.70M | 0.01% | +1,257+19.0% | Added |
| Oppenheimer Asset Management Inc. | 7,987 | $1.71M | 0.02% | −3,340−29.5% | Reduced |
| Colony Group, LLC | 8,282 | $1.78M | 0.01% | +188+2.3% | Added |
| Graham Capital Management, L.P. | 8,287 | $1.78M | 0.06% | +1,286+18.4% | Added |
| Exchange Traded Concepts, LLC | 8,332 | $1.79M | 0.04% | −2,137−20.4% | Reduced |
| Metis Global Partners, LLC | 8,364 | $1.79M | 0.06% | +714+9.3% | Added |
| Covea Finance | 8,500 | $1.82M | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 8,515 | $1.83M | 0.00% | −515−5.7% | Reduced |
| Pathstone Holdings, LLC | 8,577 | $1.84M | 0.01% | −332−3.7% | Reduced |
| UniSuper Management Pty Ltd | 8,916 | $1.91M | 0.01% | +857+10.6% | Added |
| Entropy Technologies, LP | 9,002 | $1.93M | 0.20% | +9,002 | New |
| Nissay Asset Management Corp | 9,213 | $1.98M | 0.01% | +287+3.2% | Added |
| Mutual of America Capital Management LLC | 9,325 | $2.00M | 0.02% | −224−2.3% | Reduced |
| American Century Companies Inc | 9,341 | $2.00M | 0.00% | −507−5.1% | Reduced |
| Intrust Bank NA | 9,351 | $2.01M | 0.20% | −139−1.5% | Reduced |
| Bokf, NA | 9,564 | $2.02M | 0.04% | −2,100−18.0% | Reduced |
| QRG Capital Management, Inc. | 9,554 | $2.05M | 0.02% | +737+8.4% | Added |
| Bank of Nova Scotia | 9,685 | $2.08M | 0.00% | −17,692−64.6% | Reduced |
| State of Tennessee, Treasury Department | 9,919 | $2.13M | 0.01% | −369−3.6% | Reduced |
| Jade Capital Advisors, LLC | 10,000 | $2.15M | 1.40% | +10,000 | New |
| Guyasuta Investment Advisors Inc | 10,029 | $2.15M | 0.13% | −375−3.6% | Reduced |
| New York Life Investment Management LLC | 10,158 | $2.18M | 0.02% | −326−3.1% | Reduced |
| US Bancorp | 10,168 | $2.18M | 0.00% | −27,891−73.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,200 | $2.19M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,304 | $2.21M | 0.00% | −2,357−18.6% | Reduced |
| CIBC World Markets Corp | 10,310 | $2.21M | 0.02% | +548+5.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 10,341 | $2.22M | 0.23% | +10,341 | New |
| Xponance, Inc. | 10,428 | $2.24M | 0.02% | +258+2.5% | Added |
| State of Alaska, Department of Revenue | 10,667 | $2.29M | 0.02% | −1,565−12.8% | Reduced |
| Brinker Capital Investments, LLC | 11,168 | $2.40M | 0.02% | −589−5.0% | Reduced |
| Orion Portfolio Solutions, LLC | 11,168 | $2.40M | 0.02% | −589−5.0% | Reduced |
| Henshaw Capital LLC | 11,274 | $2.42M | 0.10% | +3,179+39.3% | Added |
| Daiwa Securities Group Inc. | 11,432 | $2.45M | 0.01% | −1,251−9.9% | Reduced |
| NFJ Investment Group, LLC | 11,939 | $2.56M | 0.07% | −174−1.4% | Reduced |
| Coldstream Capital Management Inc | 12,108 | $2.60M | 0.06% | +596+5.2% | Added |
| J. Safra Sarasin Holding AG | 12,363 | $2.65M | 0.05% | −25−0.2% | Reduced |
| First Hawaiian Bank | 12,537 | $2.69M | 0.09% | +5,127+69.2% | Added |
| Utah Retirement Systems | 12,608 | $2.70M | 0.03% | +100+0.8% | Added |
| British Columbia Investment Management Corp | 12,629 | $2.71M | 0.02% | −1,858−12.8% | Reduced |
| Millennium Management LLC | 13,065 | $2.80M | 0.00% | −125,679−90.6% | Reduced |
| USS Investment Management Ltd | 13,234 | $2.84M | 0.02% | +64+0.5% | Added |
| Intech Investment Management LLC | 13,713 | $2.94M | 0.03% | −6,743−33.0% | Reduced |
| Yousif Capital Management, LLC | 14,497 | $3.11M | 0.03% | +774+5.6% | Added |
| Papp L Roy & Associates | 14,700 | $3.15M | 0.38% | −450−3.0% | Reduced |
| Amalgamated Bank | 14,878 | $3.19M | 0.03% | −476−3.1% | Reduced |