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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, Q4 2024

Institutional positions in Idex Corp as of Dec 31, 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
630
+24 vs. Q3 2024
Shares held
75.1M
+1.29M (+1.7%) vs. Q3 2024
Total value
$15.7B
−$93.2M (−0.6%) vs. Q3 2024
New holders
80
211 more added
Sold out
56
219 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 630 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ4 2024: $15.7B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2024.

Institutions holding IEX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
NVWM, LLC1$2090.00%00.0%Unchanged
Chesapeake Asset Management LLC1$2090.00%+1New
Activest Wealth Management1$2090.00%+1New
Principia Wealth Advisory, LLC1$2090.00%+1New
Winnow Wealth LLC2$2860.00%+2New
Harbour Investments, Inc.2$4190.00%−16−88.9%Reduced
Crewe Advisors LLC2$4190.00%−16−88.9%Reduced
Continuum Advisory, LLC2$4190.00%00.0%Unchanged
TFC Financial Management2$4190.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$4190.00%+2New
Birchbrook, Inc.2$4940.00%00.0%Unchanged
Valued Wealth Advisors LLC3$6280.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.3$6280.00%+3New
NewSquare Capital LLC3$6280.00%+3New
Raleigh Capital Management Inc.4$8370.00%00.0%Unchanged
Colonial Trust Co4$8400.00%+2+100.0%Added
True Wealth Design, LLC5$1.05K0.00%+1+25.0%Added
HHM Wealth Advisors, LLC5$1.05K0.00%+5New
Longfellow Investment Management Co LLC6$1.26K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC6$1.26K0.00%00.0%Unchanged
Capital A Wealth Management, LLC6$1.26K0.00%+6New
Creekmur Asset Management LLC7$1.47K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC7$1.47K0.00%+4+133.3%Added
Cornerstone Planning Group LLC7$1.55K0.00%+7New
Clearstead Advisors, LLC8$1.68K0.00%−325−97.6%Reduced
SJS Investment Consulting Inc.8$1.68K0.00%−3−27.3%Reduced
Tortoise Investment Management, LLC9$1.88K0.00%00.0%Unchanged
Rothschild Investment LLC9$1.88K0.00%+5+125.0%Added
Avion Wealth11$2.00K0.00%00.0%Unchanged
Asset Dedication, LLC10$2.09K0.00%00.0%Unchanged
Sachetta, LLC10$2.09K0.00%00.0%Unchanged
Zions Bancorporation, N.A.11$2.30K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.11$2.30K0.00%+11New
DiNuzzo Private Wealth, Inc.12$2.51K0.00%00.0%Unchanged
Geneos Wealth Management Inc.13$2.72K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$2.93K0.00%00.0%Unchanged
MV Capital Management, Inc.14$2.93K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$2.93K0.00%00.0%Unchanged
Delta Asset Management LLC15$3.14K0.00%00.0%Unchanged
Bogart Wealth, LLC15$3.14K0.00%00.0%Unchanged
Fortitude Family Office, LLC18$3.77K0.00%00.0%Unchanged
Global Financial Private Client, LLC18$3.77K0.00%+3+20.0%Added
Hexagon Capital Partners LLC19$3.98K0.00%+5+35.7%Added
Red Tortoise LLC20$4.19K0.00%00.0%Unchanged
Dunhill Financial, LLC21$4.38K0.00%−70−76.9%Reduced
Venturi Wealth Management, LLC21$4.40K0.00%00.0%Unchanged
GeoWealth Management, LLC23$4.81K0.00%−4−14.8%Reduced
Eagle Bay Advisors LLC23$4.81K0.00%−16−41.0%Reduced
Trust Co of Vermont23$4.81K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC24$5.02K0.00%00.0%Unchanged
Hanson & Doremus Investment Management30$6.00K0.00%+30New
CVA Family Office, LLC29$6.07K0.00%+14+93.3%Added
Synergy Investment Management, LLC31$6.33K0.00%+31New
Colonial Trust Advisors35$7.33K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC35$7.33K0.00%00.0%Unchanged
LRI Investments, LLC36$7.53K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC37$7.74K0.00%00.0%Unchanged
Valley National Advisers Inc39$8.00K0.00%00.0%Unchanged
Investors Research Corp39$8.16K0.00%00.0%Unchanged
Pineridge Advisors LLC39$8.16K0.00%00.0%Unchanged
First United Bank Trust40$8.37K0.00%−5−11.1%Reduced
Creative Financial Designs Inc40$8.37K0.00%00.0%Unchanged
Golden State Wealth Management, LLC40$8.37K0.00%+40New
Versant Capital Management, Inc41$8.58K0.00%00.0%Unchanged
Private Trust Co NA42$8.79K0.00%00.0%Unchanged
Pier Capital, LLC45$9.42K0.00%00.0%Unchanged
Hemington Wealth Management49$10.0K0.00%+18+58.1%Added
Private Wealth Management Group, LLC48$10.0K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.53$10.4K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC50$10.5K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC50$10.5K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC52$10.9K0.00%−87−62.6%Reduced
Webster Bank, N. A.54$11.3K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc54$11.3K0.00%00.0%Unchanged
IFP Advisors, Inc41$11.5K0.00%−71−63.4%Reduced
Leonteq Securities AG57$11.9K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC59$12.3K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC65$14.0K0.01%00.0%Unchanged
City Holding Co70$14.7K0.00%00.0%Unchanged
Bryn Mawr Trust Co70$14.7K0.00%00.0%Unchanged
Meeder Asset Management Inc74$15.5K0.00%+74New
Pinnacle Bancorp, Inc.77$16.1K0.01%00.0%Unchanged
Key Financial Inc77$16.1K0.00%00.0%Unchanged
Abound Wealth Management79$16.5K0.01%−2−2.5%Reduced
New Age Alpha Advisors, LLC79$16.5K0.00%00.0%Unchanged
Massmutual Trust Co FSB79$16.5K0.00%+15+23.4%Added
Caldwell Trust Co85$17.8K0.00%00.0%Unchanged
Menard Financial Group LLC101$21.1K0.01%+101New
MAI Capital Management105$21.9K0.00%+105New
Tobam103$22.0K0.01%+33+47.1%Added
Bell Investment Advisors, Inc112$23.4K0.00%00.0%Unchanged
Parkside Financial Bank & Trust117$24.5K0.00%+3+2.6%Added
WPG Advisers, LLC119$24.9K0.02%+119New
Cromwell Holdings LLC125$26.2K0.02%−22−15.0%Reduced
Whittier Trust Co of Nevada Inc125$26.2K0.00%00.0%Unchanged
Banque de Luxembourg S.A.127$26.7K0.01%+127New
DT Investment Partners, LLC136$28.5K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.148$28.5K0.01%+81+120.9%Added
Umb Bank N A137$28.7K0.00%+12+9.6%Added
Riverview Trust Co142$29.7K0.03%00.0%Unchanged