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 |
|---|---|---|---|---|---|
| Cadent Capital Advisors, LLC | 1,482 | $268.2K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,487 | $269.1K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,511 | $273.4K | 0.03% | +74+5.1% | Added |
| United Services Automobile Association | 1,551 | $280.6K | 0.01% | +1,551 | New |
| Estabrook Capital Management | 1,600 | $289.6K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,620 | $293.1K | 0.02% | +1+0.1% | Added |
| WCM Investment Management, LLC | 1,623 | $293.6K | 0.00% | +593+57.6% | Added |
| Walleye Capital LLC | 1,641 | $297.0K | 0.00% | +560+51.8% | Added |
| Empowered Funds, LLC | 1,646 | $297.9K | 0.00% | +54+3.4% | Added |
| Ontario Teachers Pension Plan Board | 1,647 | $298.1K | 0.00% | −448−21.4% | Reduced |
| Stratos Wealth Partners, LTD. | 1,657 | $299.9K | 0.00% | −4,389−72.6% | Reduced |
| CWM, LLC | 1,666 | $302.0K | 0.00% | −419−20.1% | Reduced |
| MBB Public Markets I LLC | 1,712 | $309.8K | 0.04% | +1,712 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 1,720 | $311.3K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 1,750 | $316.7K | 0.34% | +1,750 | New |
| Natixis | 1,777 | $318.7K | 0.00% | +1,189+202.2% | Added |
| OneAscent Investment Solutions LLC | 1,769 | $320.0K | 0.38% | +1,769 | New |
| Gotham Asset Management, LLC | 1,820 | $329.4K | 0.00% | +1,820 | New |
| Signal Advisors Wealth, LLC | 1,848 | $334.4K | 0.03% | +26+1.4% | Added |
| Park Avenue Securities LLC | 1,870 | $338.0K | 0.00% | −460−19.7% | Reduced |
| Resources Investment Advisors, LLC. | 1,874 | $339.1K | 0.00% | +254+15.7% | Added |
| Azzad Asset Management Inc | 1,917 | $346.9K | 0.04% | +92+5.0% | Added |
| South Dakota Investment Council | 1,950 | $353.0K | 0.01% | +1,950 | New |
| Phoenix Holdings Ltd. | 1,948 | $354.0K | 0.01% | −323−14.2% | Reduced |
| Altshuler Shaham Ltd | 1,965 | $355.6K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,997 | $361.4K | 0.06% | +63+3.3% | Added |
| AssuredPartners Investment Advisors, LLC | 2,032 | $367.7K | 0.07% | +189+10.3% | Added |
| Regions Financial Corp | 2,035 | $368.3K | 0.00% | −191−8.6% | Reduced |
| Guinness Asset Management LTD | 2,079 | $376.2K | 0.01% | −329−13.7% | Reduced |
| Petrus Trust Company, LTA | 2,097 | $379.5K | 0.04% | +2,097 | New |
| Fifth Third Bancorp | 2,099 | $379.9K | 0.00% | +28+1.4% | Added |
| Investment Management Corp of Ontario | 2,111 | $382.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,179 | $394.3K | 0.00% | −528−19.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,202 | $398.5K | 0.03% | +2,202 | New |
| LRT Capital Management, LLC | 2,202 | $398.5K | 0.27% | +2,202 | New |
| Pekin Hardy Strauss, Inc. | 2,250 | $407.2K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,288 | $414.1K | 0.00% | +1,749+324.5% | Added |
| Crossmark Global Holdings, Inc. | 2,309 | $417.9K | 0.01% | −492−17.6% | Reduced |
| Sovereign's Capital Management, LLC | 2,324 | $420.6K | 0.25% | +315+15.7% | Added |
| V-Square Quantitative Management LLC | 2,367 | $428.4K | 0.06% | +69+3.0% | Added |
| GTS Securities LLC | 2,382 | $431.1K | 0.02% | +2,382 | New |
| Meeder Advisory Services, Inc. | 2,389 | $432.3K | 0.03% | +134+5.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,409 | $436.0K | 0.01% | +5+0.2% | Added |
| Smartleaf Asset Management LLC | 2,455 | $444.1K | 0.04% | −199−7.5% | Reduced |
| Fiduciary Trust Co | 2,474 | $447.7K | 0.01% | +1,320+114.4% | Added |
| MQS Management LLC | 2,477 | $448.3K | 0.26% | +2,477 | New |
| O'Shaughnessy Asset Management, LLC | 2,539 | $459.5K | 0.00% | −589−18.8% | Reduced |
| Ci Investments Inc. | 2,542 | $460.0K | 0.00% | +221+9.5% | Added |
| Camelot Portfolios, LLC | 2,566 | $464.4K | 0.29% | +172+7.2% | Added |
| Empirical Finance, LLC | 2,582 | $467.3K | 0.03% | +113+4.6% | Added |
| Simmons Bank | 2,617 | $473.6K | 0.04% | −90−3.3% | Reduced |
| Stock Yards Bank & Trust Co | 2,622 | $474.5K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,645 | $478.7K | 0.04% | −3,999−60.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,679 | $484.8K | 0.02% | +760+39.6% | Added |
| Everence Capital Management Inc | 2,700 | $489.0K | 0.03% | +1,070+65.6% | Added |
| Hikari Power Ltd | 2,710 | $490.0K | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 2,708 | $490.1K | 0.00% | −446−14.1% | Reduced |
| Bahl & Gaynor Inc | 2,713 | $491.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,749 | $497.5K | 0.02% | +2,116+334.3% | Added |
| Net Worth Advisory Group | 2,765 | $500.4K | 0.16% | +114+4.3% | Added |
| Ostrum Asset Management | 2,813 | $509.1K | 0.03% | −692−19.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,839 | $513.8K | 0.02% | +567+25.0% | Added |
| Vident Advisory, LLC | 2,879 | $521.0K | 0.01% | +1,292+81.4% | Added |
| Sandhill Capital Partners LLC | 2,907 | $526.1K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 2,976 | $538.6K | 0.00% | −578−16.3% | Reduced |
| Baird Financial Group, Inc. | 2,999 | $542.7K | 0.00% | −253,250−98.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,052 | $552.3K | 0.01% | +25+0.8% | Added |
| Blueshift Asset Management, LLC | 3,097 | $560.5K | 0.22% | +1,673+117.5% | Added |
| Glenmede Trust Co NA | 3,158 | $571.5K | 0.00% | +375+13.5% | Added |
| Tower Research Capital LLC (TRC) | 3,180 | $575.5K | 0.02% | −5,310−62.5% | Reduced |
| Segment Wealth Management, LLC | 3,221 | $582.9K | 0.04% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,262 | $590.3K | 0.02% | −597−15.5% | Reduced |
| Axq Capital, LP | 3,264 | $590.7K | 0.24% | +3,264 | New |
| Atria Investments LLC | 3,276 | $592.9K | 0.01% | −2,411−42.4% | Reduced |
| Duncker Streett & Co Inc | 3,304 | $597.9K | 0.12% | +10.0% | Added |
| Rice Hall James & Associates, LLC | 3,365 | $609.0K | 0.04% | +16+0.5% | Added |
| Fagan Associates, Inc. | 3,370 | $609.9K | 0.10% | 00.0% | Unchanged |
| Norinchukin Bank, The | 3,436 | $621.8K | 0.01% | +394+13.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,474 | $628.6K | 0.00% | −73−2.1% | Reduced |
| Qsemble Capital Management, LP | 3,486 | $630.9K | 0.07% | +3,486 | New |
| New Mexico Educational Retirement Board | 3,500 | $633.0K | 0.02% | −100−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 3,500 | $633.4K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,541 | $640.8K | 0.02% | −503−12.4% | Reduced |
| Ossiam | 3,551 | $642.6K | 0.01% | −297−7.7% | Reduced |
| Stifel Financial Corp | 3,568 | $646.3K | 0.00% | −2,736−43.4% | Reduced |
| MML Investors Services, LLC | 3,573 | $647.0K | 0.00% | −118−3.2% | Reduced |
| Wealthfront Advisers LLC | 3,633 | $657.5K | 0.00% | +154+4.4% | Added |
| Bridgefront Capital, LLC | 3,671 | $664.3K | 0.19% | −129−3.4% | Reduced |
| RSM US Wealth Management LLC | 3,675 | $665.1K | 0.01% | −546−12.9% | Reduced |
| Welch Group, LLC | 3,700 | $669.4K | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 3,730 | $675.0K | 0.02% | −2,211−37.2% | Reduced |
| Boothbay Fund Management, LLC | 3,760 | $680.4K | 0.02% | +3,760 | New |
| Toroso Investments, LLC | 3,777 | $683.5K | 0.01% | −1,811−32.4% | Reduced |
| First Manhattan Co | 3,778 | $683.7K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,973 | $719.0K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,000 | $723.9K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,056 | $734.0K | 0.01% | −74−1.8% | Reduced |
| Blair William & Co | 4,091 | $740.4K | 0.00% | +529+14.9% | Added |
| Louisiana State Employees Retirement System | 4,100 | $742.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,107 | $743.5K | 0.00% | −1,701−29.3% | Reduced |