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 |
|---|---|---|---|---|---|
| Creative Planning | 5,024 | $1.08M | 0.00% | −323−6.0% | Reduced |
| Stifel Financial Corp | 4,999 | $1.07M | 0.00% | −68−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,950 | $1.06M | 0.02% | −450−8.3% | Reduced |
| Mizuho Securities USA LLC | 4,909 | $1.05M | 0.02% | −931−15.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,864 | $1.04M | 0.00% | +2,646+119.3% | Added |
| Hartford Investment Management Co | 4,691 | $1.01M | 0.03% | −154−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,701 | $1.01M | 0.01% | −809−14.7% | Reduced |
| North Star Investment Management Corp. | 4,686 | $1.01M | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,660 | $1.00M | 0.00% | −27,502−85.5% | Reduced |
| Peregrine Capital Management LLC | 4,603 | $987.3K | 0.03% | 00.0% | Unchanged |
| Albert D Mason Inc | 4,476 | $960.1K | 0.61% | −40−0.9% | Reduced |
| Cresset Asset Management, LLC | 4,423 | $948.7K | 0.00% | +481+12.2% | Added |
| Maryland State Retirement & Pension System | 4,327 | $928.1K | 0.02% | −1,444−25.0% | Reduced |
| Louisiana State Employees Retirement System | 4,300 | $922.4K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,254 | $912.5K | 0.04% | −21,649−83.6% | Reduced |
| Ossiam | 4,235 | $908.4K | 0.02% | +1,345+46.5% | Added |
| Securian Asset Management, Inc | 4,173 | $895.1K | 0.03% | −100−2.3% | Reduced |
| Cetera Investment Advisers | 4,109 | $881.3K | 0.00% | −790−16.1% | Reduced |
| Walleye Trading LLC | 4,040 | $866.6K | 0.02% | +470+13.2% | Added |
| Vestcor Inc | 4,003 | $859.0K | 0.03% | +34+0.9% | Added |
| Mairs & Power Inc | 4,000 | $858.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,984 | $855.0K | 0.01% | −1,757−30.6% | Reduced |
| Quest Partners LLC | 3,896 | $835.7K | 0.07% | −13,862−78.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,859 | $827.8K | 0.02% | 00.0% | Unchanged |
| Hahn Capital Management LLC | 3,754 | $805.2K | 0.52% | −1,905−33.7% | Reduced |
| New Mexico Educational Retirement Board | 3,700 | $794.0K | 0.03% | −100−2.6% | Reduced |
| Welch Group, LLC | 3,700 | $793.6K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,596 | $771.3K | 0.01% | +913+34.0% | Added |
| Sheets Smith Wealth Management | 3,552 | $761.9K | 0.09% | −110−3.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,541 | $759.5K | 0.00% | −639−15.3% | Reduced |
| E. Ohman J:or Asset Management AB | 3,500 | $750.8K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,492 | $749.0K | 0.09% | +3,492 | New |
| Wealthfront Advisers LLC | 3,486 | $747.7K | 0.00% | −129−3.6% | Reduced |
| StoneX Group Inc. | 3,481 | $746.7K | 0.05% | +933+36.6% | Added |
| Commerce Bank | 3,455 | $741.1K | 0.00% | −5,071−59.5% | Reduced |
| FORA Capital, LLC | 3,453 | $740.7K | 0.09% | −6,384−64.9% | Reduced |
| MML Investors Services, LLC | 3,379 | $725.0K | 0.00% | −96−2.8% | Reduced |
| Fagan Associates, Inc. | 3,370 | $722.9K | 0.12% | −15−0.4% | Reduced |
| Rice Hall James & Associates, LLC | 3,362 | $721.1K | 0.04% | −81−2.4% | Reduced |
| Blair William & Co | 3,330 | $714.3K | 0.00% | +288+9.5% | Added |
| Public Sector Pension Investment Board | 3,304 | $708.7K | 0.00% | +400+13.8% | Added |
| Duncker Streett & Co Inc | 3,303 | $708.4K | 0.13% | +10.0% | Added |
| Segment Wealth Management, LLC | 3,221 | $690.9K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,234 | $687.3K | 0.01% | −84−2.5% | Reduced |
| Jump Financial, LLC | 3,098 | $664.5K | 0.01% | −36,357−92.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,001 | $640.1K | 0.01% | −100−3.2% | Reduced |
| Machina Capital S.A.S. | 2,965 | $636.0K | 0.25% | −5,239−63.9% | Reduced |
| Norinchukin Bank, The | 2,930 | $628.5K | 0.01% | +329+12.6% | Added |
| Sandhill Capital Partners LLC | 2,907 | $623.6K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,672 | $621.2K | 0.00% | −1,235−31.6% | Reduced |
| Sterling Capital Management LLC | 2,889 | $619.7K | 0.01% | +2,889 | New |
| Ostrum Asset Management | 2,878 | $617.3K | 0.05% | −419−12.7% | Reduced |
| Altshuler Shaham Ltd | 2,846 | $610.5K | 0.04% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,765 | $593.1K | 0.01% | +1,326+92.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,748 | $589.4K | 0.01% | +345+14.4% | Added |
| Regions Financial Corp | 2,720 | $583.4K | 0.00% | −3,428−55.8% | Reduced |
| Simmons Bank | 2,717 | $582.8K | 0.04% | +100+3.8% | Added |
| Bahl & Gaynor Inc | 2,713 | $581.9K | 0.00% | −26−0.9% | Reduced |
| Hikari Power Ltd | 2,710 | $581.0K | 0.05% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,703 | $579.8K | 0.04% | −4,302−61.4% | Reduced |
| First Manhattan Co | 2,653 | $569.1K | 0.00% | −89−3.2% | Reduced |
| 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 |
| Net Worth Advisory Group | 2,578 | $553.0K | 0.16% | +2,578 | New |
| Shell Asset Management Co | 2,554 | $548.0K | 0.02% | +2,554 | New |
| Smartleaf Asset Management LLC | 2,541 | $546.3K | 0.07% | +319+14.4% | Added |
| Investment Management Corp of Ontario | 2,511 | $538.6K | 0.01% | +800+46.8% | Added |
| Empirical Finance, LLC | 2,486 | $533.2K | 0.03% | +61+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,463 | $528.3K | 0.02% | +73+3.1% | Added |
| Janney Montgomery Scott LLC | 2,438 | $523.0K | 0.00% | −176−6.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,426 | $520.5K | 0.12% | −326−11.8% | Reduced |
| V-Square Quantitative Management LLC | 2,419 | $518.9K | 0.08% | +23+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,399 | $514.6K | 0.01% | −10−0.4% | Reduced |
| Glenmede Trust Co NA | 2,396 | $513.9K | 0.00% | −12−0.5% | Reduced |
| EntryPoint Capital, LLC | 2,386 | $511.8K | 0.29% | +1,223+105.2% | Added |
| Phoenix Holdings Ltd. | 2,334 | $501.6K | 0.01% | +423+22.1% | Added |
| Guinness Asset Management LTD | 2,315 | $496.6K | 0.01% | +145+6.7% | Added |
| Crestline Management, LP | 2,304 | $494.2K | 0.03% | +2,304 | New |
| Pekin Hardy Strauss, Inc. | 2,250 | $482.6K | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,241 | $480.7K | 0.03% | −200−8.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,239 | $480.2K | 0.25% | +553+32.8% | Added |
| Fifth Third Bancorp | 2,148 | $460.7K | 0.00% | +192+9.8% | Added |
| Procyon Private Wealth Partners, LLC | 2,109 | $452.4K | 0.03% | +888+72.7% | Added |
| CWM, LLC | 2,064 | $443.0K | 0.00% | +195+10.4% | Added |
| Wetherby Asset Management Inc | 2,061 | $442.1K | 0.02% | −237−10.3% | Reduced |
| Squarepoint Ops LLC | 2,038 | $437.2K | 0.00% | −27,766−93.2% | Reduced |
| Raymond James Trust N.A. | 2,025 | $434.4K | 0.01% | +431+27.0% | Added |
| Gotham Asset Management, LLC | 1,966 | $421.7K | 0.00% | −3,551−64.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,919 | $411.6K | 0.02% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,838 | $394.3K | 0.07% | +173+10.4% | Added |
| Park Avenue Securities LLC | 1,835 | $394.0K | 0.00% | −228−11.1% | Reduced |
| Kepos Capital LP | 1,787 | $383.0K | 0.17% | −162−8.3% | Reduced |
| First Bank & Trust | 1,780 | $381.8K | 0.07% | −1,881−51.4% | Reduced |
| Signal Advisors Wealth, LLC | 1,759 | $377.2K | 0.05% | +1,759 | New |
| Azzad Asset Management Inc | 1,752 | $375.7K | 0.04% | +1,752 | New |
| Arthur M. Cohen & Associates, LLC | 1,700 | $361.3K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,684 | $361.2K | 0.00% | +142+9.2% | Added |
| Commonwealth Equity Services, LLC | 1,658 | $356.0K | 0.00% | −608−26.8% | Reduced |
| Heartland Bank & Trust Co | 1,653 | $354.6K | 0.19% | −119−6.7% | Reduced |
| Verdence Capital Advisors LLC | 1,606 | $344.5K | 0.03% | +1,606 | New |