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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 150 | $31.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 186 | $38.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 182 | $40.0K | 0.00% | −55−23.2% | Reduced |
| TD Private Client Wealth LLC | 204 | $42.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 204 | $42.7K | 0.00% | +1+0.5% | Added |
| Whittier Trust Co | 209 | $43.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 216 | $45.2K | 0.00% | +9+4.3% | Added |
| Principal Securities, Inc. | 218 | $45.6K | 0.00% | −20−8.4% | Reduced |
| Mascoma Wealth Management LLC | 218 | $45.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 233 | $48.8K | 0.00% | −224−49.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 234 | $49.0K | 0.00% | +3+1.3% | Added |
| Quarry LP | 236 | $49.4K | 0.01% | +236 | New |
| Manchester Capital Management LLC | 240 | $50.2K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 253 | $53.0K | 0.03% | +1+0.4% | Added |
| Smithfield Trust Co | 277 | $57.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 281 | $59.0K | 0.03% | −46−14.1% | Reduced |
| Simplex Trading, LLC | 284 | $59.0K | 0.00% | +186+189.8% | Added |
| West Paces Advisors Inc. | 310 | $64.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $67.4K | 0.00% | −159−33.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 323 | $67.6K | 0.07% | +323 | New |
| Quintet Private Bank (Europe) S.A. | 349 | $73.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 353 | $73.9K | 0.00% | −13−3.6% | Reduced |
| Spire Wealth Management | 361 | $75.6K | 0.00% | −6,908−95.0% | Reduced |
| Skopos Labs, Inc. | 395 | $82.7K | 0.02% | −5−1.3% | Reduced |
| Hollencrest Capital Management | 400 | $83.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 407 | $85.3K | 0.00% | +106+35.2% | Added |
| Orion Capital Management LLC | 413 | $86.4K | 0.04% | +413 | New |
| Assetmark, Inc | 417 | $87.3K | 0.00% | +235+129.1% | Added |
| Quent Capital, LLC | 432 | $90.4K | 0.01% | +15+3.6% | Added |
| Brown Brothers Harriman & Co | 440 | $92.1K | 0.00% | +5+1.1% | Added |
| Dougherty Wealth Advisers LLC | 455 | $95.2K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 481 | $100.6K | 0.00% | +7+1.5% | Added |
| Hantz Financial Services, Inc. | 485 | $101.0K | 0.00% | −49−9.2% | Reduced |
| Ancora Advisors, LLC | 496 | $103.8K | 0.00% | +494+24,700.0% | Added |
| Canada Post Corp Registered Pension Plan | 500 | $104.6K | 0.01% | +500 | New |
| Mather Group, LLC. | 524 | $109.7K | 0.00% | +25+5.0% | Added |
| Acadian Asset Management LLC | 527 | $110.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 540 | $112.0K | 0.00% | +182+50.8% | Added |
| Northwestern Mutual Wealth Management Co | 539 | $112.8K | 0.00% | +38+7.6% | Added |
| Walleye Trading LLC | 554 | $115.9K | 0.00% | −3,486−86.3% | Reduced |
| BankPlus Trust Department | 586 | $122.6K | 0.04% | +586 | New |
| Natixis | 588 | $123.1K | 0.00% | +588 | New |
| EverSource Wealth Advisors, LLC | 590 | $123.4K | 0.01% | +196+49.7% | Added |
| GAMMA Investing LLC | 614 | $128.5K | 0.01% | +495+416.0% | Added |
| Farther Finance Advisors, LLC | 616 | $128.9K | 0.00% | −53−7.9% | Reduced |
| Huntington National Bank | 633 | $132.5K | 0.00% | +2+0.3% | Added |
| Quadrant Capital Group LLC | 633 | $132.5K | 0.01% | +1+0.2% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 650 | $136.0K | 0.05% | +650 | New |
| Godsey & Gibb Associates | 650 | $136.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 660 | $137.0K | 0.00% | −396−37.5% | Reduced |
| First Horizon Advisors, Inc. | 655 | $137.1K | 0.00% | −3−0.5% | Reduced |
| VisionPoint Advisory Group, LLC | 692 | $142.6K | 0.05% | −12−1.7% | Reduced |
| Covestor Ltd | 698 | $146.0K | 0.09% | +6+0.9% | Added |
| Global Retirement Partners, LLC | 701 | $146.7K | 0.00% | −67−8.7% | Reduced |
| Parallel Advisors, LLC | 758 | $158.7K | 0.00% | +107+16.4% | Added |
| Ameritas Investment Partners, Inc. | 769 | $160.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 793 | $166.0K | 0.37% | +735+1,267.2% | Added |
| Natixis Investment Managers International | 827 | $173.1K | 0.01% | +127+18.1% | Added |
| State of Wyoming | 848 | $177.5K | 0.02% | −66−7.2% | Reduced |
| Oarsman Capital, Inc. | 895 | $187.3K | 0.03% | −34−3.7% | Reduced |
| Larson Financial Group LLC | 896 | $187.5K | 0.01% | +91+11.3% | Added |
| Studio Investment Management LLC | 951 | $199.0K | 0.04% | −4−0.4% | Reduced |
| Centerpoint Advisors, LLC | 958 | $200.0K | 0.07% | −44−4.4% | Reduced |
| David Loasby | 979 | $201.7K | 0.02% | +979 | New |
| NEOS Investment Management LLC | 965 | $202.0K | 0.00% | −7−0.7% | Reduced |
| Claret Asset Management Corp | 974 | $204.0K | 0.03% | +7+0.7% | Added |
| Thoroughbred Financial Services, LLC | 982 | $205.0K | 0.01% | −19−1.9% | Reduced |
| Grandfield & Dodd, LLC | 982 | $205.5K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 997 | $208.7K | 0.02% | +50+5.3% | Added |
| Dearborn Partners LLC | 1,001 | $209.5K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,012 | $211.8K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,013 | $212.0K | 0.22% | +1,013 | New |
| Lake Street Advisors Group, LLC | 1,014 | $212.2K | 0.01% | −143−12.4% | Reduced |
| Rossby Financial, LCC | 1,018 | $213.1K | 0.14% | +1,018 | New |
| Connecticut Wealth Management, LLC | 1,024 | $214.3K | 0.01% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 1,030 | $215.1K | 0.00% | +1,030 | New |
| Horizon Investments, LLC | 1,033 | $215.5K | 0.01% | +6+0.6% | Added |
| MeadowBrook Investment Advisors LLC | 1,048 | $219.3K | 0.19% | −20−1.9% | Reduced |
| LGT Fund Management Co Ltd. | 1,050 | $219.8K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,070 | $223.9K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 1,076 | $225.2K | 0.02% | +1,076 | New |
| Boston Financial Mangement LLC | 1,078 | $225.5K | 0.01% | +1,078 | New |
| Walleye Capital LLC | 1,081 | $226.2K | 0.00% | +429+65.8% | Added |
| Pinebridge Investments, L.P. | 1,103 | $230.8K | 0.00% | +1,103 | New |
| MUFG Securities Americas Inc. | 1,118 | $234.0K | 0.03% | +1,118 | New |
| Gateway Investment Advisers LLC | 1,133 | $237.1K | 0.00% | −17−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 1,138 | $238.0K | 0.00% | −520−31.4% | Reduced |
| Apollon Wealth Management, LLC | 1,140 | $238.6K | 0.01% | −4,839−80.9% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,151 | $240.9K | 0.05% | −18−1.5% | Reduced |
| Fiduciary Trust Co | 1,154 | $241.5K | 0.00% | +1,154 | New |
| HB Wealth Management, LLC | 1,157 | $242.1K | 0.00% | +217+23.1% | Added |
| Arthur M. Cohen & Associates, LLC | 1,200 | $251.1K | 0.04% | −500−29.4% | Reduced |
| Two Sigma Securities, LLC | 1,213 | $253.9K | 0.05% | +1,213 | New |
| Shell Asset Management Co | 1,212 | $254.0K | 0.01% | −1,342−52.5% | Reduced |
| Davenport & Co LLC | 1,214 | $254.1K | 0.00% | −103−7.8% | Reduced |
| Bleakley Financial Group, LLC | 1,214 | $254.1K | 0.01% | +48+4.1% | Added |
| First Bank & Trust | 1,236 | $258.7K | 0.05% | −544−30.6% | Reduced |
| Guggenheim Capital LLC | 1,256 | $262.9K | 0.00% | +176+16.3% | Added |
| Financial Advisory Corp | 1,258 | $263.0K | 0.09% | −62−4.7% | Reduced |
| Benjamin Edwards Inc | 1,263 | $264.3K | 0.00% | +13+1.0% | Added |