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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 300 | $64.3K | 0.00% | +300 | New |
| Smithfield Trust Co | 277 | $59.0K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 252 | $54.1K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 240 | $51.5K | 0.01% | −3−1.2% | Reduced |
| Principal Securities, Inc. | 238 | $51.1K | 0.00% | −151−38.8% | Reduced |
| Allworth Financial LP | 237 | $50.8K | 0.00% | −27−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 231 | $49.5K | 0.00% | +23+11.1% | Added |
| Mascoma Wealth Management LLC | 218 | $46.8K | 0.01% | −35−13.8% | Reduced |
| Whittier Trust Co | 209 | $44.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 207 | $44.4K | 0.00% | −5−2.4% | Reduced |
| TD Private Client Wealth LLC | 204 | $43.8K | 0.00% | −15−6.8% | Reduced |
| AdvisorNet Financial, Inc | 203 | $43.5K | 0.00% | +201+10,050.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $42.9K | 0.00% | +100+100.0% | Added |
| Operose Advisors LLC | 198 | $42.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 186 | $39.9K | 0.00% | −1−0.5% | Reduced |
| Assetmark, Inc | 182 | $39.0K | 0.00% | +182 | New |
| Laurel Wealth Advisors LLC | 150 | $32.2K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 150 | $32.2K | 0.01% | +150 | New |
| Cromwell Holdings LLC | 147 | $31.5K | 0.02% | +22+17.6% | Added |
| Riverview Trust Co | 142 | $30.5K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 139 | $29.8K | 0.00% | +59+73.8% | Added |
| DT Investment Partners, LLC | 136 | $29.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 125 | $26.8K | 0.00% | −116−48.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $26.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 121 | $26.0K | 0.00% | +121 | New |
| GAMMA Investing LLC | 119 | $25.5K | 0.00% | +19+19.0% | Added |
| Parkside Financial Bank & Trust | 114 | $24.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 112 | $24.0K | 0.00% | +14+14.3% | Added |
| Bell Investment Advisors, Inc | 112 | $24.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 98 | $21.0K | 0.00% | +98 | New |
| Ashton Thomas Securities, LLC | 94 | $20.2K | 0.00% | +94 | New |
| Peterson Financial Group, Inc. | 91 | $19.4K | 0.07% | +91 | New |
| Dunhill Financial, LLC | 91 | $19.4K | 0.01% | +9+11.0% | Added |
| Caldwell Trust Co | 85 | $18.2K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 84 | $18.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 81 | $17.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 81 | $17.0K | 0.01% | +81 | New |
| New Age Alpha Advisors, LLC | 79 | $16.9K | 0.01% | +79 | New |
| Pinnacle Bancorp, Inc. | 77 | $16.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $16.5K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 67 | $15.3K | 0.00% | +35+109.4% | Added |
| City Holding Co | 70 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 70 | $15.0K | 0.00% | +70 | New |
| Tobam | 70 | $15.0K | 0.00% | −10−12.5% | Reduced |
| Strengthening Families & Communities, LLC | 65 | $13.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $13.7K | 0.00% | +20+45.5% | Added |
| Frazier Financial Advisors, LLC | 59 | $12.7K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 58 | $12.4K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 57 | $12.2K | 0.00% | +56+5,600.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 53 | $12.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $11.6K | 0.00% | −40−42.6% | Reduced |
| Farmers & Merchants Investments Inc | 54 | $11.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $10.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $10.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 45 | $9.65K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 45 | $9.65K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 42 | $9.01K | 0.00% | −26−38.2% | Reduced |
| Versant Capital Management, Inc | 41 | $8.79K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $8.58K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 39 | $8.37K | 0.00% | −4−9.3% | Reduced |
| Investors Research Corp | 39 | $8.37K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $8.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $8.26K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $7.94K | 0.00% | +11+42.3% | Added |
| Colonial Trust Advisors | 35 | $7.51K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $7.51K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 31 | $6.00K | 0.00% | +31 | New |
| GeoWealth Management, LLC | 27 | $5.79K | 0.00% | +27 | New |
| FinTrust Capital Advisors, LLC | 24 | $5.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.15K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 23 | $4.93K | 0.00% | +23 | New |
| Venturi Wealth Management, LLC | 21 | $4.50K | 0.00% | +21 | New |
| Red Tortoise LLC | 20 | $4.29K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 19 | $4.08K | 0.00% | +19 | New |
| Harbour Investments, Inc. | 18 | $3.86K | 0.00% | −2−10.0% | Reduced |
| Crewe Advisors LLC | 18 | $3.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $3.86K | 0.00% | +5+38.5% | Added |
| CVA Family Office, LLC | 15 | $3.22K | 0.00% | −2−11.8% | Reduced |
| Delta Asset Management LLC | 15 | $3.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $3.22K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 14 | $3.00K | 0.00% | −2−12.5% | Reduced |
| Raffa Wealth Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $3.00K | 0.00% | +14 | New |
| Geneos Wealth Management Inc. | 13 | $2.79K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.57K | 0.00% | +1+9.1% | Added |
| Zions Bancorporation, N.A. | 11 | $2.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 11 | $2.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $2.36K | 0.00% | +2+22.2% | Added |
| Asset Dedication, LLC | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $2.15K | 0.00% | +10 | New |
| Avion Wealth | 11 | $2.00K | 0.00% | +3+37.5% | Added |
| Tortoise Investment Management, LLC | 9 | $1.93K | 0.00% | −3−25.0% | Reduced |
| Financial Network Wealth Advisors LLC | 9 | $1.93K | 0.00% | +9 | New |
| Creekmur Asset Management LLC | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |