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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 1,600 | $343.2K | 0.05% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,556 | $334.0K | 0.01% | −4,999−76.3% | Reduced |
| GWM Advisors LLC | 1,550 | $332.4K | 0.00% | +104+7.2% | Added |
| HighPoint Advisor Group LLC | 1,503 | $324.7K | 0.02% | +16+1.1% | Added |
| Ieq Capital, LLC | 1,509 | $323.8K | 0.00% | −17−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,514 | $321.8K | 0.00% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,484 | $318.5K | 0.13% | +1,484 | New |
| Cadent Capital Advisors, LLC | 1,482 | $317.9K | 0.11% | +1,482 | New |
| CX Institutional | 1,467 | $314.7K | 0.01% | +26+1.8% | Added |
| Berry Wealth Group, LP | 1,465 | $314.2K | 0.23% | +312+27.1% | Added |
| Avantax Advisory Services, Inc. | 1,446 | $310.1K | 0.00% | −13−0.9% | Reduced |
| MBB Public Markets I LLC | 1,440 | $308.9K | 0.03% | −2,945−67.2% | Reduced |
| RMR Wealth Builders | 1,437 | $308.2K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $302.4K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 1,401 | $300.5K | 0.01% | +1,401 | New |
| Wallington Asset Management, LLC | 1,400 | $300.0K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 1,398 | $299.9K | 0.01% | −63−4.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,397 | $299.7K | 0.02% | +12+0.9% | Added |
| DRW Securities, LLC | 1,395 | $299.2K | 0.02% | +1,395 | New |
| Gen-Wealth Partners Inc | 1,305 | $285.3K | 0.12% | +318+32.2% | Added |
| Dark Forest Capital Management LP | 1,320 | $283.1K | 0.04% | +1,320 | New |
| Financial Advisory Corp | 1,320 | $283.0K | 0.10% | +1,320 | New |
| Davenport & Co LLC | 1,317 | $282.5K | 0.00% | +1,317 | New |
| Private Advisor Group, LLC | 1,303 | $279.4K | 0.00% | −366−21.9% | Reduced |
| Empowered Funds, LLC | 1,295 | $277.8K | 0.00% | +73+6.0% | Added |
| PFG Investments, LLC | 1,280 | $274.6K | 0.02% | +34+2.7% | Added |
| Marble Harbor Investment Counsel, LLC | 1,275 | $273.6K | 0.03% | −25−1.9% | Reduced |
| Benjamin Edwards Inc | 1,250 | $268.1K | 0.00% | +1,250 | New |
| Capstone Investment Advisors, LLC | 1,173 | $251.6K | 0.00% | −2,223−65.5% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,169 | $250.8K | 0.05% | −10−0.8% | Reduced |
| Bleakley Financial Group, LLC | 1,166 | $250.1K | 0.01% | −69−5.6% | Reduced |
| Lake Street Advisors Group, LLC | 1,157 | $248.2K | 0.01% | +1,157 | New |
| Gateway Investment Advisers LLC | 1,150 | $246.7K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,130 | $242.4K | 0.02% | −334−22.8% | Reduced |
| Ethic Inc. | 981 | $239.4K | 0.01% | +981 | New |
| Meeder Advisory Services, Inc. | 1,107 | $237.5K | 0.02% | +1,107 | New |
| Paloma Partners Management Co | 1,082 | $232.1K | 0.01% | +1,082 | New |
| Guggenheim Capital LLC | 1,080 | $231.7K | 0.00% | −186−14.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,070 | $229.5K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 1,069 | $229.3K | 0.01% | −66−5.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,068 | $229.1K | 0.21% | −10−0.9% | Reduced |
| Bessemer Group Inc | 1,056 | $226.0K | 0.00% | −151−12.5% | Reduced |
| LGT Fund Management Co Ltd. | 1,050 | $221.9K | 0.02% | +1,050 | New |
| Connecticut Wealth Management, LLC | 1,024 | $219.6K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,027 | $219.6K | 0.01% | −74−6.7% | Reduced |
| Jane Street Group, LLC | 1,016 | $217.9K | 0.00% | −35,334−97.2% | Reduced |
| Cobblestone Capital Advisors LLC | 1,012 | $217.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,002 | $215.0K | 0.07% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,001 | $214.7K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,001 | $214.0K | 0.01% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 982 | $210.6K | 0.01% | +982 | New |
| BluePath Capital Management, LLC | 974 | $209.0K | 0.13% | +974 | New |
| NEOS Investment Management LLC | 972 | $208.5K | 0.01% | +972 | 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 |
| Claret Asset Management Corp | 967 | $207.0K | 0.03% | +967 | New |
| Studio Investment Management LLC | 955 | $204.8K | 0.04% | +45+4.9% | Added |
| Frank, Rimerman Advisors LLC | 947 | $203.1K | 0.01% | −99−9.5% | Reduced |
| Morningstar Investment Management LLC | 946 | $202.0K | 0.02% | +946 | New |
| HB Wealth Management, LLC | 940 | $201.6K | 0.00% | +940 | New |
| Mesirow Financial Investment Management, Inc. | 938 | $201.2K | 0.00% | +938 | New |
| Oarsman Capital, Inc. | 929 | $199.3K | 0.04% | −981−51.4% | Reduced |
| State of Wyoming | 914 | $196.1K | 0.03% | −50−5.2% | Reduced |
| Larson Financial Group LLC | 805 | $172.7K | 0.01% | +805 | New |
| Ameritas Investment Partners, Inc. | 769 | $165.0K | 0.01% | −49−6.0% | Reduced |
| Global Retirement Partners, LLC | 768 | $164.7K | 0.00% | +6+0.8% | Added |
| VisionPoint Advisory Group, LLC | 704 | $151.0K | 0.05% | +160+29.4% | Added |
| Natixis Investment Managers International | 700 | $150.2K | 0.01% | +146+26.4% | Added |
| Covestor Ltd | 692 | $148.0K | 0.09% | +165+31.3% | Added |
| Farther Finance Advisors, LLC | 669 | $143.6K | 0.01% | −57−7.9% | Reduced |
| First Horizon Advisors, Inc. | 658 | $141.1K | 0.00% | −70−9.6% | Reduced |
| Walleye Capital LLC | 652 | $139.9K | 0.00% | −2,555−79.7% | Reduced |
| Parallel Advisors, LLC | 651 | $139.7K | 0.00% | +14+2.2% | Added |
| Godsey & Gibb Associates | 650 | $139.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 632 | $135.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 631 | $135.4K | 0.00% | +116+22.5% | Added |
| Ci Investments Inc. | 617 | $132.0K | 0.00% | +66+12.0% | Added |
| Hantz Financial Services, Inc. | 534 | $115.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 527 | $113.0K | 0.00% | −1,818−77.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 501 | $107.5K | 0.00% | +49+10.8% | Added |
| Mather Group, LLC. | 499 | $107.0K | 0.00% | −32−6.0% | Reduced |
| Signaturefd, LLC | 474 | $101.7K | 0.00% | −191−28.7% | Reduced |
| Millburn Ridgefield Corp | 460 | $98.7K | 0.00% | +380+475.0% | Added |
| Federated Hermes, Inc. | 457 | $98.0K | 0.00% | +14+3.2% | Added |
| Values First Advisors, Inc. | 455 | $97.6K | 0.05% | +455 | New |
| Dougherty Wealth Advisers LLC | 455 | $97.6K | 0.08% | −18−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 481 | $96.8K | 0.00% | +142+41.9% | Added |
| Brown Brothers Harriman & Co | 435 | $93.3K | 0.00% | +35+8.8% | Added |
| Quent Capital, LLC | 417 | $89.4K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 415 | $89.0K | 0.00% | +415 | New |
| Hollencrest Capital Management | 400 | $85.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 400 | $85.8K | 0.03% | +400 | New |
| EverSource Wealth Advisors, LLC | 394 | $84.5K | 0.01% | +50+14.5% | Added |
| Central Trust Co | 366 | $78.5K | 0.00% | −30−7.6% | Reduced |
| Penserra Capital Management LLC | 358 | $76.0K | 0.00% | +1+0.3% | Added |
| Quintet Private Bank (Europe) S.A. | 349 | $74.9K | 0.00% | +37+11.9% | Added |
| Clearstead Advisors, LLC | 333 | $71.4K | 0.00% | −10−2.9% | Reduced |
| Sentry Investment Management LLC | 327 | $70.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 310 | $66.5K | 0.02% | −21−6.3% | Reduced |
| Jones Financial Companies LLLP | 301 | $64.7K | 0.00% | +164+119.7% | Added |