Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Idex Corp as of Mar 31, 2025. 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
639
+19 vs. Q4 2024
Shares held
75.2M
+403.1K (+0.5%) vs. Q4 2024
Total value
$13.6B
−$2.06B (−13.1%) vs. Q4 2024
New holders
85
222 more added
Sold out
66
224 more reduced

10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 639 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 heldQ1 2025: $13.6B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2024.

Institutions holding IEX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Principia Wealth Advisory, LLC1$1740.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC1$1810.00%+1New
Quest Partners LLC1$1810.00%+1New
HFM Investment Advisors, LLC1$1810.00%+1New
Bay Harbor Wealth Management, LLC2$3610.00%+2New
Crewe Advisors LLC2$3620.00%00.0%Unchanged
TFC Financial Management2$3620.00%00.0%Unchanged
Continuum Advisory, LLC2$3620.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$3620.00%00.0%Unchanged
Winnow Wealth LLC2$3620.00%00.0%Unchanged
Birchbrook, Inc.2$4270.00%00.0%Unchanged
Valued Wealth Advisors LLC3$5430.00%00.0%Unchanged
GoalVest Advisory LLC3$5430.00%+3New
Hughes Financial Services, LLC3$5430.00%+3New
Binnacle Investments Inc3$5430.00%+3New
Rise Advisors, LLC4$7240.00%+4New
SBI Securities Co., Ltd.4$7240.00%+4New
Marshall & Sterling Wealth Advisors Inc.4$7240.00%+4New
Parvin Asset Management, LLC4$7240.00%+4New
Clark Wealth Partners4$7240.00%+4New
MV Capital Management, Inc.5$9050.00%−9−64.3%Reduced
Longfellow Investment Management Co LLC6$1.09K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC6$1.09K0.00%00.0%Unchanged
South State Corp.6$1.09K0.00%+6New
CoreCap Advisors, LLC6$1.09K0.00%+6New
CVA Family Office, LLC7$1.27K0.00%−22−75.9%Reduced
SJS Investment Consulting Inc.7$1.27K0.00%−1−12.5%Reduced
Greenline Partners, LLC7$1.27K0.00%+7New
First Command Advisory Services, Inc.7$1.27K0.00%+7New
Cornerstone Planning Group LLC8$1.34K0.00%+1+14.3%Added
Rothschild Investment LLC8$1.45K0.00%−1−11.1%Reduced
Clearstead Advisors, LLC8$1.45K0.00%00.0%Unchanged
True Wealth Design, LLC8$1.45K0.00%+3+60.0%Added
Bare Financial Services, Inc8$1.45K0.00%+8New
DiNuzzo Private Wealth, Inc.9$1.63K0.00%−3−25.0%Reduced
Tortoise Investment Management, LLC9$1.63K0.00%00.0%Unchanged
Asset Dedication, LLC10$1.81K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.11$1.99K0.00%00.0%Unchanged
Sachetta, LLC11$1.99K0.00%+1+10.0%Added
Avion Wealth11$2.00K0.00%00.0%Unchanged
Zions Bancorporation, National Association12$2.17K0.00%+12New
Accent Capital Management, LLC12$2.17K0.00%+12New
Bryn Mawr Trust Co13$2.35K0.00%−57−81.4%Reduced
Fortitude Family Office, LLC13$2.35K0.00%−5−27.8%Reduced
Rialto Wealth Management, LLC13$2.35K0.00%+13New
Moisand Fitzgerald Tamayo, LLC14$2.53K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$2.53K0.00%00.0%Unchanged
Hexagon Capital Partners LLC15$2.71K0.00%−4−21.1%Reduced
Delta Asset Management LLC15$2.71K0.00%00.0%Unchanged
St Germain D J Co Inc15$2.71K0.00%+15New
Mowery & Schoenfeld Wealth Management, LLC17$3.08K0.01%+17New
NewSquare Capital LLC18$3.26K0.00%+15+500.0%Added
Dunhill Financial, LLC19$3.49K0.00%−2−9.5%Reduced
Red Tortoise LLC20$3.62K0.00%00.0%Unchanged
Trust Co of Vermont22$3.98K0.00%−1−4.3%Reduced
Prestige Wealth Management Group LLC24$4.34K0.00%00.0%Unchanged
Hanson & Doremus Investment Management30$5.00K0.00%00.0%Unchanged
Saudi Central Bank30$5.43K0.03%+30New
Synergy Investment Management, LLC30$5.47K0.00%−1−3.2%Reduced
Millstone Evans Group, LLC31$5.61K0.00%+31New
JFS Wealth Advisors, LLC33$5.97K0.00%−4−10.8%Reduced
Cherry Tree Wealth Management, LLC35$6.33K0.00%00.0%Unchanged
LRI Investments, LLC36$6.51K0.00%00.0%Unchanged
Valley National Advisers Inc40$7.00K0.00%+1+2.6%Added
Investors Research Corp39$7.06K0.00%00.0%Unchanged
Pineridge Advisors LLC39$7.06K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.40$7.24K0.00%+40New
Creative Financial Designs Inc40$7.24K0.00%00.0%Unchanged
First United Bank Trust40$7.24K0.00%00.0%Unchanged
Golden State Wealth Management, LLC40$7.24K0.00%00.0%Unchanged
Global Financial Private Client, LLC41$7.42K0.00%+23+127.8%Added
Bruce G. Allen Investments, LLC42$7.60K0.01%−8−16.0%Reduced
Private Wealth Management Group, LLC43$7.78K0.00%−5−10.4%Reduced
Meeder Asset Management Inc44$7.96K0.00%−30−40.5%Reduced
Pier Capital, LLC45$8.14K0.00%00.0%Unchanged
Leonteq Securities AG48$8.68K0.00%−9−15.8%Reduced
Hemington Wealth Management50$9.00K0.00%+1+2.0%Added
FNY Investment Advisers, LLC53$9.00K0.01%+53New
Boyd Watterson Asset Management LLC50$9.05K0.00%00.0%Unchanged
Abound Wealth Management50$9.05K0.00%−29−36.7%Reduced
New Age Alpha Advisors, LLC51$9.23K0.00%−28−35.4%Reduced
Harbour Investments, Inc.53$9.59K0.00%+51+2,550.0%Added
Webster Bank, N. A.54$9.77K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc54$9.77K0.00%00.0%Unchanged
Key Financial Inc58$10.5K0.00%−19−24.7%Reduced
Frazier Financial Advisors, LLC59$10.7K0.01%00.0%Unchanged
Private Trust Co NA63$11.4K0.00%+21+50.0%Added
IFP Advisors, Inc51$11.8K0.00%+10+24.4%Added
Strengthening Families & Communities, LLC65$11.8K0.01%00.0%Unchanged
Geneos Wealth Management Inc.66$11.9K0.00%+53+407.7%Added
Quest 10 Wealth Builders, Inc.67$12.1K0.01%+67New
MAI Capital Management74$13.3K0.00%−31−29.5%Reduced
WPG Advisers, LLC78$14.1K0.01%−41−34.5%Reduced
SRS Capital Advisors, Inc.81$14.7K0.00%−105−56.5%Reduced
Caldwell Trust Co85$15.4K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd90$16.3K0.00%+90New
Parkside Financial Bank & Trust97$17.6K0.00%−20−17.1%Reduced
Bell Investment Advisors, Inc103$18.6K0.00%−9−8.0%Reduced
J.Safra Asset Management Corp108$19.5K0.00%+108New
Private Wealth Asset Management, LLC110$19.9K0.00%+110New