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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
Sachetta, LLC10$2.09K0.00%00.0%Unchanged
Avion Wealth11$2.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC9$1.88K0.00%00.0%Unchanged
Rothschild Investment LLC9$1.88K0.00%+5+125.0%Added
Clearstead Advisors, LLC8$1.68K0.00%−325−97.6%Reduced
SJS Investment Consulting Inc.8$1.68K0.00%−3−27.3%Reduced
Cornerstone Planning Group LLC7$1.55K0.00%+7New
Creekmur Asset Management LLC7$1.47K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC7$1.47K0.00%+4+133.3%Added
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
True Wealth Design, LLC5$1.05K0.00%+1+25.0%Added
HHM Wealth Advisors, LLC5$1.05K0.00%+5New
Colonial Trust Co4$8400.00%+2+100.0%Added
Raleigh Capital Management Inc.4$8370.00%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
Birchbrook, Inc.2$4940.00%00.0%Unchanged
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
Winnow Wealth LLC2$2860.00%+2New
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
Polar Asset Management Partners Inc.0$00.00%−103,300−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−71,386−100.0%Sold out
Renaissance Technologies LLC0$00.00%−45,725−100.0%Sold out
B.O.S.S. Retirement Advisors, LLC0$00.00%−27,805−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−21,017−100.0%Sold out
Numerai GP LLC0$00.00%−19,342−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−18,139−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−12,363−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−10,200−100.0%Sold out
Entropy Technologies, LP0$00.00%−9,002−100.0%Sold out
Aigen Investment Management, LP0$00.00%−7,190−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−7,106−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−4,423−100.0%Sold out
Quest Partners LLC0$00.00%−3,896−100.0%Sold out
Inspire Advisors, LLC0$00.00%−3,492−100.0%Sold out
StoneX Group Inc.0$00.00%−3,481−100.0%Sold out
FORA Capital, LLC0$00.00%−3,453−100.0%Sold out
Jump Financial, LLC0$00.00%−3,098−100.0%Sold out
CenterBook Partners LP0$00.00%−2,703−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−2,386−100.0%Sold out
Crestline Management, LP0$00.00%−2,304−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−2,241−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−1,966−100.0%Sold out
Kepos Capital LP0$00.00%−1,787−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−1,556−100.0%Sold out
Ieq Capital, LLC0$00.00%−1,509−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−1,484−100.0%Sold out
MBB Public Markets I LLC0$00.00%−1,440−100.0%Sold out
GTS Securities LLC0$00.00%−1,401−100.0%Sold out
DRW Securities, LLC0$00.00%−1,395−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,320−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−1,130−100.0%Sold out
Ethic Inc.0$00.00%−981−100.0%Sold out
Veriti Management LLC0$00.00%−1,069−100.0%Sold out
BluePath Capital Management, LLC0$00.00%−974−100.0%Sold out
Profund Advisors LLC0$00.00%−970−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−970−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−946−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−938−100.0%Sold out
Millburn Ridgefield Corp0$00.00%−460−100.0%Sold out
Values First Advisors, Inc.0$00.00%−455−100.0%Sold out
Fred Alger Management, LLC0$00.00%−415−100.0%Sold out
Andra AP-fonden0$00.00%−300−100.0%Sold out
Livforsakringsbolaget Skandia, Omsesidigt0$00.00%−200−100.0%Sold out
Operose Advisors LLC0$00.00%−198−100.0%Sold out
Planned Solutions, Inc.0$00.00%−150−100.0%Sold out
Baldwin Brothers Inc0$00.00%−121−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−94−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−81−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−19−100.0%Sold out
Salomon & Ludwin, LLC0$00.00%−11−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−9−100.0%Sold out
HM Payson & Co0$00.00%−6−100.0%Sold out
Claris Advisors, LLC0$00.00%−3−100.0%Sold out
West Branch Capital LLC0$00.00%0Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Ensemble Capital Management, LLC––––Not filed
Raymond James & Associates––––Not filed
Eagle Asset Management Inc––––Not filed
Jade Capital Advisors, LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
Peterson Financial Group, Inc.––––Not filed
FinTrust Capital Advisors, LLC––––Not filed