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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 1,672 | $350.0K | 0.00% | −766−31.4% | Reduced |
| Everence Capital Management Inc | 1,630 | $341.0K | 0.02% | +1,630 | New |
| Resources Investment Advisors, LLC. | 1,620 | $339.1K | 0.00% | −64−3.8% | Reduced |
| Verdence Capital Advisors LLC | 1,619 | $338.9K | 0.03% | +13+0.8% | Added |
| Estabrook Capital Management | 1,600 | $334.9K | 0.05% | 00.0% | Unchanged |
| 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 |
| Vident Advisory, LLC | 1,587 | $332.1K | 0.01% | −17,423−91.7% | Reduced |
| Berry Wealth Group, LP | 1,542 | $322.7K | 0.23% | +77+5.3% | Added |
| Edgestream Partners, L.P. | 1,514 | $316.9K | 0.01% | +1,514 | New |
| TD Waterhouse Canada Inc. | 1,500 | $314.1K | 0.00% | −14−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,487 | $311.2K | 0.02% | −622−29.5% | Reduced |
| CX Institutional | 1,486 | $311.0K | 0.01% | +19+1.3% | Added |
| Cadent Capital Advisors, LLC | 1,482 | $310.2K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,466 | $306.8K | 0.00% | −84−5.4% | Reduced |
| RMR Wealth Builders | 1,437 | $300.8K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,530 | $298.1K | 0.02% | +27+1.8% | Added |
| Blueshift Asset Management, LLC | 1,424 | $298.0K | 0.11% | +1,424 | New |
| Advisory Alpha, LLC | 1,421 | $297.4K | 0.01% | +11+0.8% | Added |
| Oak Thistle LLC | 1,418 | $296.8K | 0.09% | +1,418 | New |
| Wallington Asset Management, LLC | 1,400 | $293.0K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 1,398 | $292.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,368 | $286.3K | 0.02% | −29−2.1% | Reduced |
| Texas Bank & Trust Co | 1,350 | $282.5K | 0.12% | +1,350 | New |
| Gen-Wealth Partners Inc | 1,323 | $276.9K | 0.12% | +18+1.4% | Added |
| Private Advisor Group, LLC | 1,286 | $269.1K | 0.00% | −17−1.3% | Reduced |
| PFG Investments, LLC | 1,283 | $268.6K | 0.02% | +3+0.2% | Added |
| Forum Financial Management, LP | 1,283 | $268.5K | 0.00% | +1,283 | New |
| Avantax Advisory Services, Inc. | 1,279 | $267.6K | 0.00% | −167−11.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,275 | $266.9K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,263 | $264.3K | 0.00% | +13+1.0% | Added |
| Financial Advisory Corp | 1,258 | $263.0K | 0.09% | −62−4.7% | Reduced |
| Guggenheim Capital LLC | 1,256 | $262.9K | 0.00% | +176+16.3% | Added |
| First Bank & Trust | 1,236 | $258.7K | 0.05% | −544−30.6% | Reduced |
| Bleakley Financial Group, LLC | 1,214 | $254.1K | 0.01% | +48+4.1% | Added |
| Davenport & Co LLC | 1,214 | $254.1K | 0.00% | −103−7.8% | Reduced |
| Shell Asset Management Co | 1,212 | $254.0K | 0.01% | −1,342−52.5% | Reduced |
| Two Sigma Securities, LLC | 1,213 | $253.9K | 0.05% | +1,213 | New |
| Arthur M. Cohen & Associates, LLC | 1,200 | $251.1K | 0.04% | −500−29.4% | Reduced |
| HB Wealth Management, LLC | 1,157 | $242.1K | 0.00% | +217+23.1% | Added |
| Fiduciary Trust Co | 1,154 | $241.5K | 0.00% | +1,154 | New |
| Jacobson & Schmitt Advisors, LLC | 1,151 | $240.9K | 0.05% | −18−1.5% | Reduced |
| Apollon Wealth Management, LLC | 1,140 | $238.6K | 0.01% | −4,839−80.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,138 | $238.0K | 0.00% | −520−31.4% | Reduced |
| Gateway Investment Advisers LLC | 1,133 | $237.1K | 0.00% | −17−1.5% | Reduced |
| MUFG Securities Americas Inc. | 1,118 | $234.0K | 0.03% | +1,118 | New |
| Pinebridge Investments, L.P. | 1,103 | $230.8K | 0.00% | +1,103 | New |
| Walleye Capital LLC | 1,081 | $226.2K | 0.00% | +429+65.8% | Added |
| Boston Financial Mangement LLC | 1,078 | $225.5K | 0.01% | +1,078 | New |
| Syon Capital LLC | 1,076 | $225.2K | 0.02% | +1,076 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,070 | $223.9K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,050 | $219.8K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,048 | $219.3K | 0.19% | −20−1.9% | Reduced |
| Horizon Investments, LLC | 1,033 | $215.5K | 0.01% | +6+0.6% | Added |
| WCM Investment Management, LLC | 1,030 | $215.1K | 0.00% | +1,030 | New |
| Connecticut Wealth Management, LLC | 1,024 | $214.3K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,018 | $213.1K | 0.14% | +1,018 | New |
| Lake Street Advisors Group, LLC | 1,014 | $212.2K | 0.01% | −143−12.4% | Reduced |
| Keebeck Alpha, LP | 1,013 | $212.0K | 0.22% | +1,013 | New |
| Cobblestone Capital Advisors LLC | 1,012 | $211.8K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,001 | $209.5K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 997 | $208.7K | 0.02% | +50+5.3% | Added |
| Grandfield & Dodd, LLC | 982 | $205.5K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 982 | $205.0K | 0.01% | −19−1.9% | Reduced |
| Claret Asset Management Corp | 974 | $204.0K | 0.03% | +7+0.7% | Added |
| NEOS Investment Management LLC | 965 | $202.0K | 0.00% | −7−0.7% | Reduced |
| David Loasby | 979 | $201.7K | 0.02% | +979 | New |
| Centerpoint Advisors, LLC | 958 | $200.0K | 0.07% | −44−4.4% | Reduced |
| Studio Investment Management LLC | 951 | $199.0K | 0.04% | −4−0.4% | Reduced |
| Larson Financial Group LLC | 896 | $187.5K | 0.01% | +91+11.3% | Added |
| Oarsman Capital, Inc. | 895 | $187.3K | 0.03% | −34−3.7% | Reduced |
| State of Wyoming | 848 | $177.5K | 0.02% | −66−7.2% | Reduced |
| Natixis Investment Managers International | 827 | $173.1K | 0.01% | +127+18.1% | Added |
| LGT Financial Advisors LLC | 793 | $166.0K | 0.37% | +735+1,267.2% | Added |
| Ameritas Investment Partners, Inc. | 769 | $160.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 758 | $158.7K | 0.00% | +107+16.4% | Added |
| Global Retirement Partners, LLC | 701 | $146.7K | 0.00% | −67−8.7% | Reduced |
| Covestor Ltd | 698 | $146.0K | 0.09% | +6+0.9% | Added |
| VisionPoint Advisory Group, LLC | 692 | $142.6K | 0.05% | −12−1.7% | Reduced |
| First Horizon Advisors, Inc. | 655 | $137.1K | 0.00% | −3−0.5% | Reduced |
| Bessemer Group Inc | 660 | $137.0K | 0.00% | −396−37.5% | Reduced |
| Godsey & Gibb Associates | 650 | $136.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 650 | $136.0K | 0.05% | +650 | New |
| Quadrant Capital Group LLC | 633 | $132.5K | 0.01% | +1+0.2% | Added |
| Huntington National Bank | 633 | $132.5K | 0.00% | +2+0.3% | Added |
| Farther Finance Advisors, LLC | 616 | $128.9K | 0.00% | −53−7.9% | Reduced |
| GAMMA Investing LLC | 614 | $128.5K | 0.01% | +495+416.0% | Added |
| EverSource Wealth Advisors, LLC | 590 | $123.4K | 0.01% | +196+49.7% | Added |
| Natixis | 588 | $123.1K | 0.00% | +588 | New |
| BankPlus Trust Department | 586 | $122.6K | 0.04% | +586 | New |
| Walleye Trading LLC | 554 | $115.9K | 0.00% | −3,486−86.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 539 | $112.8K | 0.00% | +38+7.6% | Added |
| Penserra Capital Management LLC | 540 | $112.0K | 0.00% | +182+50.8% | Added |
| Acadian Asset Management LLC | 527 | $110.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 524 | $109.7K | 0.00% | +25+5.0% | Added |
| Canada Post Corp Registered Pension Plan | 500 | $104.6K | 0.01% | +500 | New |
| Ancora Advisors, LLC | 496 | $103.8K | 0.00% | +494+24,700.0% | Added |
| Hantz Financial Services, Inc. | 485 | $101.0K | 0.00% | −49−9.2% | Reduced |
| Signaturefd, LLC | 481 | $100.6K | 0.00% | +7+1.5% | Added |
| Dougherty Wealth Advisers LLC | 455 | $95.2K | 0.07% | 00.0% | Unchanged |