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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 440 | $92.1K | 0.00% | +5+1.1% | Added |
| Quent Capital, LLC | 432 | $90.4K | 0.01% | +15+3.6% | Added |
| Assetmark, Inc | 417 | $87.3K | 0.00% | +235+129.1% | Added |
| Orion Capital Management LLC | 413 | $86.4K | 0.04% | +413 | New |
| Jones Financial Companies LLLP | 407 | $85.3K | 0.00% | +106+35.2% | Added |
| Hollencrest Capital Management | 400 | $83.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 395 | $82.7K | 0.02% | −5−1.3% | Reduced |
| Spire Wealth Management | 361 | $75.6K | 0.00% | −6,908−95.0% | Reduced |
| Central Trust Co | 353 | $73.9K | 0.00% | −13−3.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 349 | $73.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 323 | $67.6K | 0.07% | +323 | New |
| Ronald Blue Trust, Inc. | 322 | $67.4K | 0.00% | −159−33.1% | Reduced |
| West Paces Advisors Inc. | 310 | $64.9K | 0.02% | 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 |
| Smithfield Trust Co | 277 | $57.0K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 253 | $53.0K | 0.03% | +1+0.4% | Added |
| Manchester Capital Management LLC | 240 | $50.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 236 | $49.4K | 0.01% | +236 | New |
| Steward Partners Investment Advisory, LLC | 234 | $49.0K | 0.00% | +3+1.3% | Added |
| Federated Hermes, Inc. | 233 | $48.8K | 0.00% | −224−49.0% | Reduced |
| Principal Securities, Inc. | 218 | $45.6K | 0.00% | −20−8.4% | Reduced |
| Mascoma Wealth Management LLC | 218 | $45.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 216 | $45.2K | 0.00% | +9+4.3% | Added |
| Whittier Trust Co | 209 | $43.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 182 | $40.0K | 0.00% | −55−23.2% | Reduced |
| SRS Capital Advisors, Inc. | 186 | $38.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $31.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 142 | $29.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 137 | $28.7K | 0.00% | +12+9.6% | Added |
| Semmax Financial Advisors Inc. | 148 | $28.5K | 0.01% | +81+120.9% | Added |
| DT Investment Partners, LLC | 136 | $28.5K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 127 | $26.7K | 0.01% | +127 | New |
| Cromwell Holdings LLC | 125 | $26.2K | 0.02% | −22−15.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $26.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 119 | $24.9K | 0.02% | +119 | New |
| Parkside Financial Bank & Trust | 117 | $24.5K | 0.00% | +3+2.6% | Added |
| Bell Investment Advisors, Inc | 112 | $23.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 103 | $22.0K | 0.01% | +33+47.1% | Added |
| MAI Capital Management | 105 | $21.9K | 0.00% | +105 | New |
| Menard Financial Group LLC | 101 | $21.1K | 0.01% | +101 | New |
| Caldwell Trust Co | 85 | $17.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $16.5K | 0.01% | −2−2.5% | Reduced |
| New Age Alpha Advisors, LLC | 79 | $16.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $16.5K | 0.00% | +15+23.4% | Added |
| Pinnacle Bancorp, Inc. | 77 | $16.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $16.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 74 | $15.5K | 0.00% | +74 | New |
| City Holding Co | 70 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 70 | $14.7K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $12.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 57 | $11.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $11.5K | 0.00% | −71−63.4% | Reduced |
| Webster Bank, N. A. | 54 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $11.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 52 | $10.9K | 0.00% | −87−62.6% | Reduced |
| Bruce G. Allen Investments, LLC | 50 | $10.5K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 53 | $10.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 49 | $10.0K | 0.00% | +18+58.1% | Added |
| Pier Capital, LLC | 45 | $9.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 42 | $8.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $8.58K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 40 | $8.37K | 0.00% | −5−11.1% | Reduced |
| Creative Financial Designs Inc | 40 | $8.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 40 | $8.37K | 0.00% | +40 | New |
| Investors Research Corp | 39 | $8.16K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $8.16K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $7.74K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $7.53K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $7.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 35 | $7.33K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 31 | $6.33K | 0.00% | +31 | New |
| CVA Family Office, LLC | 29 | $6.07K | 0.00% | +14+93.3% | Added |
| Hanson & Doremus Investment Management | 30 | $6.00K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 24 | $5.02K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $4.81K | 0.00% | −16−41.0% | Reduced |
| Trust Co of Vermont | 23 | $4.81K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 23 | $4.81K | 0.00% | −4−14.8% | Reduced |
| Venturi Wealth Management, LLC | 21 | $4.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $4.38K | 0.00% | −70−76.9% | Reduced |
| Red Tortoise LLC | 20 | $4.19K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 19 | $3.98K | 0.00% | +5+35.7% | Added |
| Fortitude Family Office, LLC | 18 | $3.77K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $3.77K | 0.00% | +3+20.0% | Added |
| Delta Asset Management LLC | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 13 | $2.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 11 | $2.30K | 0.00% | +11 | New |
| Asset Dedication, LLC | 10 | $2.09K | 0.00% | 00.0% | Unchanged |