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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tobam | 110 | $20.0K | 0.01% | +7+6.8% | Added |
| TD Private Client Wealth LLC | 112 | $20.3K | 0.00% | −92−45.1% | Reduced |
| City Holding Co | 114 | $20.6K | 0.00% | +44+62.9% | Added |
| Allworth Financial LP | 127 | $22.1K | 0.00% | −55−30.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $22.6K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 127 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 131 | $23.7K | 0.02% | +6+4.8% | Added |
| DT Investment Partners, LLC | 136 | $24.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 143 | $25.9K | 0.00% | +64+81.0% | Added |
| Semmax Financial Advisors Inc. | 148 | $27.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $27.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 163 | $29.5K | 0.00% | −733−81.8% | Reduced |
| Spire Wealth Management | 170 | $30.7K | 0.00% | −191−52.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 170 | $30.8K | 0.01% | −480−73.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 193 | $34.9K | 0.03% | −130−40.2% | Reduced |
| Sentry Investment Management LLC | 216 | $35.0K | 0.02% | −65−23.1% | Reduced |
| AdvisorNet Financial, Inc | 204 | $36.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 209 | $37.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 224 | $40.5K | 0.00% | +87+63.5% | Added |
| Manchester Capital Management LLC | 232 | $42.0K | 0.01% | −8−3.3% | Reduced |
| Lindbrook Capital, LLC | 238 | $43.1K | 0.00% | +22+10.2% | Added |
| Steward Partners Investment Advisory, LLC | 241 | $43.6K | 0.00% | +7+3.0% | Added |
| Principal Securities, Inc. | 218 | $45.6K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 253 | $45.8K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $50.0K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 279 | $50.5K | 0.00% | −119,985−99.8% | Reduced |
| West Paces Advisors Inc. | 310 | $56.1K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 311 | $56.3K | 0.00% | +311 | New |
| Covestor Ltd | 326 | $59.0K | 0.04% | −372−53.3% | Reduced |
| Federated Hermes, Inc. | 333 | $60.3K | 0.00% | +100+42.9% | Added |
| Quintet Private Bank (Europe) S.A. | 349 | $63.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 353 | $63.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 363 | $65.0K | 0.00% | −177−32.8% | Reduced |
| Ronald Blue Trust, Inc. | 367 | $66.4K | 0.00% | +45+14.0% | Added |
| Skopos Labs, Inc. | 396 | $71.7K | 0.02% | +1+0.3% | Added |
| Hollencrest Capital Management | 400 | $72.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 402 | $73.0K | 0.00% | −83−17.1% | Reduced |
| Orion Capital Management LLC | 413 | $74.7K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 419 | $76.0K | 0.00% | −1,067−71.8% | Reduced |
| Quent Capital, LLC | 432 | $78.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 439 | $79.4K | 0.01% | +398+970.7% | Added |
| Brown Brothers Harriman & Co | 450 | $81.4K | 0.00% | +10+2.3% | Added |
| Dougherty Wealth Advisers LLC | 455 | $82.3K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 458 | $82.9K | 0.00% | +51+12.5% | Added |
| Mather Group, LLC. | 485 | $87.8K | 0.00% | −39−7.4% | Reduced |
| Ancora Advisors, LLC | 497 | $89.9K | 0.00% | +1+0.2% | Added |
| Vega Investment Solutions | 505 | $91.4K | 0.02% | +505 | New |
| Acadian Asset Management LLC | 527 | $95.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 545 | $98.6K | 0.00% | +545 | New |
| Assetmark, Inc | 566 | $102.4K | 0.00% | +149+35.7% | Added |
| Signaturefd, LLC | 573 | $103.7K | 0.00% | +92+19.1% | Added |
| Bessemer Group Inc | 596 | $108.0K | 0.00% | −64−9.7% | Reduced |
| Farther Finance Advisors, LLC | 597 | $108.2K | 0.00% | −19−3.1% | Reduced |
| Parallel Advisors, LLC | 610 | $110.4K | 0.00% | −148−19.5% | Reduced |
| Quarry LP | 630 | $114.0K | 0.03% | +394+166.9% | Added |
| First Horizon Advisors, Inc. | 641 | $116.0K | 0.00% | −14−2.1% | Reduced |
| Godsey & Gibb Associates | 650 | $117.6K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 652 | $118.0K | 0.01% | +652 | New |
| Huntington National Bank | 695 | $125.8K | 0.00% | +62+9.8% | Added |
| EverSource Wealth Advisors, LLC | 739 | $133.7K | 0.01% | +149+25.3% | Added |
| Ameritas Investment Partners, Inc. | 769 | $139.2K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 878 | $158.9K | 0.01% | +878 | New |
| Rossby Financial, LCC | 932 | $161.2K | 0.07% | −86−8.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 903 | $163.4K | 0.00% | +903 | New |
| GAMMA Investing LLC | 915 | $165.6K | 0.01% | +301+49.0% | Added |
| Centerpoint Advisors, LLC | 958 | $173.0K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,009 | $182.6K | 0.02% | +161+19.0% | Added |
| MeadowBrook Investment Advisors LLC | 1,048 | $189.7K | 0.18% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,048 | $189.7K | 0.04% | +97+10.2% | Added |
| Creekmur Asset Management LLC | 1,062 | $192.1K | 0.04% | +1,055+15,071.4% | Added |
| Horizon Investments, LLC | 1,087 | $196.7K | 0.01% | +54+5.2% | Added |
| Avantax Advisory Services, Inc. | 1,109 | $200.7K | 0.00% | −170−13.3% | Reduced |
| First Bank & Trust | 1,114 | $201.6K | 0.04% | −122−9.9% | Reduced |
| Gateway Investment Advisers LLC | 1,123 | $203.2K | 0.00% | −10−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,170 | $212.0K | 0.00% | +32+2.8% | Added |
| Safeguard Investment Advisory Group, LLC | 1,173 | $212.7K | 0.06% | +1,173 | New |
| Farringdon Capital, Ltd. | 1,183 | $214.1K | 0.11% | +1,183 | New |
| Arthur M. Cohen & Associates, LLC | 1,200 | $217.2K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,212 | $219.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,219 | $220.6K | 0.00% | +5+0.4% | Added |
| Janney Montgomery Scott LLC | 1,218 | $221.0K | 0.00% | −454−27.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,145 | $222.5K | 0.04% | −2,249−66.3% | Reduced |
| GWM Advisors LLC | 1,233 | $223.2K | 0.00% | −233−15.9% | Reduced |
| Apollon Wealth Management, LLC | 1,235 | $223.5K | 0.00% | +95+8.3% | Added |
| TownSquare Capital, LLC | 1,248 | $225.9K | 0.00% | +1,248 | New |
| Marble Harbor Investment Counsel, LLC | 1,275 | $230.8K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,280 | $231.6K | 0.00% | +17+1.3% | Added |
| Forum Financial Management, LP | 1,286 | $232.7K | 0.00% | +3+0.2% | Added |
| PFG Investments, LLC | 1,286 | $232.8K | 0.01% | +3+0.2% | Added |
| Gen-Wealth Partners Inc | 1,316 | $238.2K | 0.10% | −7−0.5% | Reduced |
| MUFG Securities Americas Inc. | 1,341 | $242.7K | 0.03% | +223+19.9% | Added |
| HighPoint Advisor Group LLC | 1,416 | $243.8K | 0.01% | −114−7.5% | Reduced |
| Texas Bank & Trust Co | 1,350 | $244.3K | 0.10% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,353 | $244.9K | 0.02% | −15−1.1% | Reduced |
| Argent Trust Co | 1,398 | $253.0K | 0.01% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $253.4K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $255.2K | 0.01% | −11−0.8% | Reduced |
| Versor Investments LP | 1,438 | $260.2K | 0.04% | +1,438 | New |
| Legacy Wealth Management, LLC | 1,473 | $266.6K | 0.09% | +1,473 | New |
| Envestnet Portfolio Solutions, Inc. | 1,478 | $267.5K | 0.00% | −2,184−59.6% | Reduced |