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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 1,275 | $266.9K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,279 | $267.6K | 0.00% | −167−11.5% | Reduced |
| Forum Financial Management, LP | 1,283 | $268.5K | 0.00% | +1,283 | New |
| PFG Investments, LLC | 1,283 | $268.6K | 0.02% | +3+0.2% | Added |
| Private Advisor Group, LLC | 1,286 | $269.1K | 0.00% | −17−1.3% | Reduced |
| Gen-Wealth Partners Inc | 1,323 | $276.9K | 0.12% | +18+1.4% | Added |
| Texas Bank & Trust Co | 1,350 | $282.5K | 0.12% | +1,350 | New |
| Checchi Capital Advisers, LLC | 1,368 | $286.3K | 0.02% | −29−2.1% | Reduced |
| Argent Trust Co | 1,398 | $292.6K | 0.01% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $293.0K | 0.04% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,418 | $296.8K | 0.09% | +1,418 | New |
| Advisory Alpha, LLC | 1,421 | $297.4K | 0.01% | +11+0.8% | Added |
| Blueshift Asset Management, LLC | 1,424 | $298.0K | 0.11% | +1,424 | New |
| HighPoint Advisor Group LLC | 1,530 | $298.1K | 0.02% | +27+1.8% | Added |
| RMR Wealth Builders | 1,437 | $300.8K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,466 | $306.8K | 0.00% | −84−5.4% | Reduced |
| Cadent Capital Advisors, LLC | 1,482 | $310.2K | 0.11% | 00.0% | Unchanged |
| CX Institutional | 1,486 | $311.0K | 0.01% | +19+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,487 | $311.2K | 0.02% | −622−29.5% | Reduced |
| TD Waterhouse Canada Inc. | 1,500 | $314.1K | 0.00% | −14−0.9% | Reduced |
| Edgestream Partners, L.P. | 1,514 | $316.9K | 0.01% | +1,514 | New |
| Berry Wealth Group, LP | 1,542 | $322.7K | 0.23% | +77+5.3% | Added |
| Vident Advisory, LLC | 1,587 | $332.1K | 0.01% | −17,423−91.7% | Reduced |
| Heartland Bank & Trust Co | 1,592 | $333.2K | 0.18% | −61−3.7% | Reduced |
| Empowered Funds, LLC | 1,592 | $333.2K | 0.00% | +297+22.9% | Added |
| Estabrook Capital Management | 1,600 | $334.9K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,619 | $338.9K | 0.03% | +13+0.8% | Added |
| Resources Investment Advisors, LLC. | 1,620 | $339.1K | 0.00% | −64−3.8% | Reduced |
| Everence Capital Management Inc | 1,630 | $341.0K | 0.02% | +1,630 | New |
| Janney Montgomery Scott LLC | 1,672 | $350.0K | 0.00% | −766−31.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 1,720 | $360.0K | 0.01% | +1,720 | New |
| Schonfeld Strategic Advisors LLC | 1,744 | $365.0K | 0.00% | −34,070−95.1% | Reduced |
| Signal Advisors Wealth, LLC | 1,822 | $381.3K | 0.04% | +63+3.6% | Added |
| Azzad Asset Management Inc | 1,825 | $381.9K | 0.07% | +73+4.2% | Added |
| AssuredPartners Investment Advisors, LLC | 1,843 | $385.7K | 0.08% | +1,843 | New |
| Tokio Marine Asset Management Co Ltd | 1,919 | $401.6K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,934 | $404.8K | 0.07% | +96+5.2% | Added |
| Prelude Capital Management, LLC | 1,941 | $406.2K | 0.03% | +1,941 | New |
| Altshuler Shaham Ltd | 1,965 | $411.3K | 0.01% | −881−31.0% | Reduced |
| Cinctive Capital Management LP | 2,000 | $418.6K | 0.02% | +2,000 | New |
| Sovereign's Capital Management, LLC | 2,009 | $420.5K | 0.27% | +2,009 | New |
| Fifth Third Bancorp | 2,071 | $433.4K | 0.00% | −77−3.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,072 | $433.6K | 0.09% | −354−14.6% | Reduced |
| CWM, LLC | 2,085 | $436.0K | 0.00% | +21+1.0% | Added |
| Ontario Teachers Pension Plan Board | 2,095 | $438.5K | 0.01% | −670−24.2% | Reduced |
| Investment Management Corp of Ontario | 2,111 | $441.8K | 0.01% | −400−15.9% | Reduced |
| Squarepoint Ops LLC | 2,123 | $444.3K | 0.00% | +85+4.2% | Added |
| Wetherby Asset Management Inc | 2,127 | $445.2K | 0.02% | +66+3.2% | Added |
| Arrowstreet Capital, Limited Partnership | 2,141 | $448.1K | 0.00% | +2,141 | New |
| SG Americas Securities, LLC | 2,143 | $449.0K | 0.00% | −2,517−54.0% | Reduced |
| Regions Financial Corp | 2,226 | $465.9K | 0.00% | −494−18.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,250 | $470.9K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,255 | $472.0K | 0.03% | +1,148+103.7% | Added |
| Phoenix Holdings Ltd. | 2,271 | $475.4K | 0.01% | −63−2.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,272 | $475.5K | 0.02% | −191−7.8% | Reduced |
| V-Square Quantitative Management LLC | 2,298 | $480.9K | 0.07% | −121−5.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,299 | $481.2K | 0.24% | +60+2.7% | Added |
| Ci Investments Inc. | 2,321 | $486.0K | 0.00% | +1,704+276.2% | Added |
| Park Avenue Securities LLC | 2,330 | $488.0K | 0.01% | +495+27.0% | Added |
| Allstate Corp | 2,338 | $489.3K | 0.01% | +2,338 | New |
| Camelot Portfolios, LLC | 2,394 | $501.1K | 0.54% | +2,394 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,404 | $503.1K | 0.01% | +5+0.2% | Added |
| Guinness Asset Management LTD | 2,408 | $503.9K | 0.01% | +93+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 2,421 | $506.7K | 0.04% | +2,421 | New |
| Empirical Finance, LLC | 2,469 | $516.7K | 0.03% | −17−0.7% | Reduced |
| Machina Capital S.A.S. | 2,574 | $538.7K | 0.23% | −391−13.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,622 | $548.8K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,654 | $554.2K | 0.06% | +113+4.4% | Added |
| Net Worth Advisory Group | 2,651 | $554.8K | 0.17% | +73+2.8% | Added |
| Simmons Bank | 2,707 | $566.6K | 0.04% | −10−0.4% | Reduced |
| Hikari Power Ltd | 2,710 | $567.0K | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,713 | $567.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,783 | $582.5K | 0.00% | +387+16.2% | Added |
| Crossmark Global Holdings, Inc. | 2,801 | $587.0K | 0.01% | −2,929−51.1% | Reduced |
| Quadrature Capital Ltd | 2,896 | $606.1K | 0.01% | +2,896 | New |
| Sanctuary Advisors, LLC | 2,707 | $606.6K | 0.00% | +35+1.3% | Added |
| Sandhill Capital Partners LLC | 2,907 | $608.4K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,027 | $633.5K | 0.01% | +279+10.2% | Added |
| Norinchukin Bank, The | 3,042 | $636.7K | 0.01% | +112+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 3,128 | $654.7K | 0.01% | +127+4.2% | Added |
| Omers Administration Corp | 3,154 | $660.1K | 0.01% | +532+20.3% | Added |
| Segment Wealth Management, LLC | 3,221 | $674.1K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,303 | $691.4K | 0.13% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 3,349 | $700.9K | 0.04% | −13−0.4% | Reduced |
| Fagan Associates, Inc. | 3,370 | $705.3K | 0.11% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,394 | $710.3K | 0.27% | +3,394 | New |
| Wealthfront Advisers LLC | 3,479 | $728.1K | 0.00% | −7−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 3,500 | $732.5K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,505 | $733.6K | 0.06% | +627+21.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,547 | $742.3K | 0.00% | −2,345−39.8% | Reduced |
| Sheets Smith Wealth Management | 3,552 | $743.4K | 0.09% | 00.0% | Unchanged |
| Commerce Bank | 3,554 | $743.8K | 0.00% | +99+2.9% | Added |
| Blair William & Co | 3,562 | $745.5K | 0.00% | +232+7.0% | Added |
| New Mexico Educational Retirement Board | 3,600 | $753.0K | 0.03% | −100−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,662 | $766.5K | 0.00% | +121+3.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,680 | $770.2K | 0.01% | −2,220−37.6% | Reduced |
| MML Investors Services, LLC | 3,691 | $772.0K | 0.00% | +312+9.2% | Added |
| Welch Group, LLC | 3,700 | $772.7K | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,700 | $774.0K | 0.01% | −284−7.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,735 | $782.2K | 0.01% | −966−20.5% | Reduced |