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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 71,386 | $15.3M | 0.03% | +18,800+35.8% | Added |
| Eventide Asset Management, LLC | 71,587 | $15.4M | 0.26% | +4,580+6.8% | Added |
| Kempen Capital Management N.V. | 71,840 | $15.4M | 0.16% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 76,168 | $16.3M | 0.03% | +38,822+104.0% | Added |
| New York State Common Retirement Fund | 76,173 | $16.3M | 0.02% | −21,800−22.3% | Reduced |
| Candriam Luxembourg S.C.A. | 77,856 | $16.7M | 0.10% | +9,330+13.6% | Added |
| Russell Investments Group, Ltd. | 80,996 | $17.4M | 0.03% | +6,245+8.4% | Added |
| Citadel Advisors LLC | 81,328 | $17.4M | 0.02% | −80,098−49.6% | Reduced |
| Nicholas Company, Inc. | 81,650 | $17.5M | 0.28% | +5,500+7.2% | Added |
| Harvey Investment Co LLC | 81,746 | $17.5M | 1.98% | −795−1.0% | Reduced |
| Korea Investment CORP | 82,171 | $17.6M | 0.04% | +5,770+7.6% | Added |
| Aviva PLC | 82,754 | $17.8M | 0.05% | +1,561+1.9% | Added |
| Citigroup Inc | 90,923 | $19.5M | 0.02% | +17,662+24.1% | Added |
| Johnson Investment Counsel Inc | 91,559 | $19.6M | 0.19% | +81,207+784.5% | Added |
| Thematics Asset Management | 92,654 | $19.9M | 0.79% | +14,000+17.8% | Added |
| Alliancebernstein L.P. | 94,545 | $20.3M | 0.01% | +1,957+2.1% | Added |
| Principal Financial Group Inc | 95,836 | $20.6M | 0.01% | +2,820+3.0% | Added |
| Bank of Montreal | 102,364 | $22.0M | 0.01% | +14,088+16.0% | Added |
| Polar Asset Management Partners Inc. | 103,300 | $22.2M | 0.53% | +103,300 | New |
| Raymond James & Associates | 106,670 | $22.9M | 0.01% | −3,408−3.1% | Reduced |
| Comerica Bank | 108,776 | $23.3M | 0.09% | +14,031+14.8% | Added |
| Northwest & Ethical Investments L.P. | 108,907 | $23.4M | 0.62% | −14,736−11.9% | Reduced |
| DekaBank Deutsche Girozentrale | 112,957 | $24.1M | 0.04% | −897−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 115,621 | $24.8M | 0.03% | +16,691+16.9% | Added |
| Findlay Park Partners LLP | 121,378 | $26.0M | 0.25% | +121,378 | New |
| Geneva Capital Management LLC | 123,025 | $26.4M | 0.44% | −3,699−2.9% | Reduced |
| California State Teachers Retirement System | 123,844 | $26.6M | 0.03% | −282−0.2% | Reduced |
| Envestnet Asset Management Inc | 124,864 | $26.8M | 0.01% | +5,603+4.7% | Added |
| National Pension Service | 125,250 | $26.9M | 0.03% | −40.0% | Reduced |
| BNP Paribas Arbitrage, SA | 131,972 | $28.3M | 0.03% | +19,243+17.1% | Added |
| FIL Ltd | 132,370 | $28.4M | 0.03% | +124,091+1,498.9% | Added |
| SEI Investments Co | 137,840 | $29.6M | 0.04% | +20,883+17.9% | Added |
| Nuance Investments, LLC | 138,893 | $29.8M | 1.00% | −4,450−3.1% | Reduced |
| Royal Bank of Canada | 140,787 | $30.2M | 0.01% | +46,056+48.6% | Added |
| AE Wealth Management LLC | 141,688 | $30.4M | 0.28% | +13,727+10.7% | Added |
| DF Dent & Co Inc | 148,005 | $31.7M | 0.39% | +148,005 | New |
| TD Asset Management Inc | 160,073 | $34.4M | 0.03% | +832+0.5% | Added |
| Rhumbline Advisers | 166,156 | $35.6M | 0.03% | −4,975−2.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 168,023 | $36.0M | 0.02% | +4,465+2.7% | Added |
| Allianz Asset Management GmbH | 174,382 | $37.4M | 0.06% | −16,449−8.6% | Reduced |
| Gamco Investors, Inc. Et Al | 179,501 | $38.5M | 0.39% | −2,117−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 185,671 | $39.8M | 0.07% | −1,011−0.5% | Reduced |
| FMR LLC | 188,441 | $40.4M | 0.00% | −68,091−26.5% | Reduced |
| Port Capital LLC | 190,651 | $40.9M | 1.83% | +470+0.2% | Added |
| Nuveen Asset Management, LLC | 191,636 | $41.1M | 0.01% | −33,950−15.0% | Reduced |
| Capital World Investors | 200,000 | $42.9M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 203,412 | $43.4M | 0.01% | +1,930+1.0% | Added |
| Gabelli Funds LLC | 211,400 | $45.3M | 0.33% | −7,400−3.4% | Reduced |
| AXA S.A. | 212,375 | $45.6M | 0.13% | −29,327−12.1% | Reduced |
| Ensemble Capital Management, LLC | 215,157 | $46.2M | 3.91% | −39,690−15.6% | Reduced |
| Boston Trust Walden Corp | 223,464 | $47.9M | 0.33% | −428−0.2% | Reduced |
| Swiss National Bank | 224,600 | $48.2M | 0.03% | +600+0.3% | Added |
| California Public Employees Retirement System | 225,409 | $48.4M | 0.03% | −10,342−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 242,355 | $52.0M | 0.09% | −9,925−3.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 244,409 | $52.4M | 3.58% | +3,564+1.5% | Added |
| Ameriprise Financial Inc | 246,380 | $52.8M | 0.01% | +9,740+4.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 250,443 | $53.7M | 0.13% | +16,504+7.1% | Added |
| UBS Group AG | 273,903 | $58.8M | 0.02% | +68,993+33.7% | Added |
| Bamco Inc | 276,961 | $59.4M | 0.16% | −37,651−12.0% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 282,650 | $60.6M | 2.99% | +45,250+19.1% | Added |
| Voloridge Investment Management, LLC | 283,467 | $60.8M | 0.22% | +42,220+17.5% | Added |
| Schroder Investment Management Group | 293,089 | $63.0M | 0.06% | +50,989+21.1% | Added |
| Primecap Management Co | 294,495 | $63.2M | 0.05% | −9,280−3.1% | Reduced |
| Maren Capital LLC | 294,752 | $63.2M | 5.20% | +1,752+0.6% | Added |
| JPMorgan Chase & Co | 295,574 | $63.4M | 0.01% | −502,880−63.0% | Reduced |
| Baird Financial Group, Inc. | 297,580 | $63.8M | 0.12% | −56,177−15.9% | Reduced |
| Premier Fund Managers Ltd | 300,000 | $64.5M | 2.29% | +80,000+36.4% | Added |
| Brown Advisory Inc | 305,298 | $65.5M | 0.08% | −213,264−41.1% | Reduced |
| Public Employees Retirement Association of Colorado | 312,900 | $67.1M | 0.27% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 334,335 | $71.7M | 0.16% | −33,959−9.2% | Reduced |
| Clearbridge Investments, LLC | 335,130 | $71.9M | 0.06% | −631−0.2% | Reduced |
| State Farm Mutual Automobile Insurance Co | 335,939 | $72.1M | 0.06% | 00.0% | Unchanged |
| Robeco Schweiz AG | 337,187 | $72.3M | 1.36% | −1030.0% | Reduced |
| Westfield Capital Management Co LP | 356,158 | $76.4M | 0.35% | −34,982−8.9% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 362,501 | $77.8M | 0.31% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 371,842 | $79.8M | 0.68% | +10,660+3.0% | Added |
| Qube Research & Technologies Ltd | 371,939 | $79.8M | 0.15% | −121,178−24.6% | Reduced |
| Deutsche Bank AG | 386,094 | $82.8M | 0.03% | +80,130+26.2% | Added |
| HSBC Holdings PLC | 388,972 | $83.4M | 0.05% | −130,152−25.1% | Reduced |
| CCLA Investment Management Ltd | 433,403 | $86.7M | 1.34% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 413,300 | $88.7M | 0.21% | −24,900−5.7% | Reduced |
| Marshall Wace, LLP | 420,068 | $90.1M | 0.12% | +318,510+313.6% | Added |
| Snyder Capital Management L P | 427,934 | $91.8M | 1.91% | +51,701+13.7% | Added |
| Ceredex Value Advisors LLC | 436,550 | $93.6M | 1.83% | +20,175+4.8% | Added |
| Goldman Sachs Group Inc | 464,555 | $99.6M | 0.02% | +21,718+4.9% | Added |
| Legal & General Group Plc | 499,074 | $107.1M | 0.03% | +13,182+2.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 500,360 | $107.3M | 0.24% | +10,545+2.2% | Added |
| Bank of America Corp | 534,759 | $114.7M | 0.01% | +30,593+6.1% | Added |
| Dimensional Fund Advisors LP | 567,177 | $121.7M | 0.03% | +96,505+20.5% | Added |
| Bank of New York Mellon Corp | 594,674 | $127.6M | 0.02% | +58,293+10.9% | Added |
| Charles Schwab Investment Management Inc | 630,443 | $135.2M | 0.03% | +4,629+0.7% | Added |
| UBS Asset Management Americas Inc | 645,425 | $138.4M | 0.04% | −2,962−0.5% | Reduced |
| Fisher Asset Management, LLC | 659,006 | $141.4M | 0.06% | +46,770+7.6% | Added |
| Northern Trust Corp | 673,600 | $144.5M | 0.02% | −25,417−3.6% | Reduced |
| King Luther Capital Management Corp | 742,724 | $159.3M | 0.68% | +103,432+16.2% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 800,000 | $171.6M | 0.94% | 00.0% | Unchanged |
| Nordea Investment Management AB | 818,839 | $175.3M | 0.20% | +24,090+3.0% | Added |
| Fenimore Asset Management Inc | 836,806 | $179.5M | 3.62% | +10,822+1.3% | Added |
| Norges Bank | 886,056 | $190.1M | 0.03% | −44,553−4.8% | Reduced |
| First Trust Advisors LP | 950,717 | $203.9M | 0.19% | +186,047+24.3% | Added |