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 |
|---|---|---|---|---|---|
| Sovereign's Capital Management, LLC | 2,324 | $420.6K | 0.25% | +315+15.7% | Added |
| Crossmark Global Holdings, Inc. | 2,309 | $417.9K | 0.01% | −492−17.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,288 | $414.1K | 0.00% | +1,749+324.5% | Added |
| Pekin Hardy Strauss, Inc. | 2,250 | $407.2K | 0.05% | 00.0% | Unchanged |
| 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 |
| Sanctuary Advisors, LLC | 2,179 | $394.3K | 0.00% | −528−19.5% | Reduced |
| Investment Management Corp of Ontario | 2,111 | $382.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,099 | $379.9K | 0.00% | +28+1.4% | Added |
| Petrus Trust Company, LTA | 2,097 | $379.5K | 0.04% | +2,097 | New |
| Guinness Asset Management LTD | 2,079 | $376.2K | 0.01% | −329−13.7% | Reduced |
| Regions Financial Corp | 2,035 | $368.3K | 0.00% | −191−8.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,032 | $367.7K | 0.07% | +189+10.3% | Added |
| Wahed Invest LLC | 1,997 | $361.4K | 0.06% | +63+3.3% | Added |
| Altshuler Shaham Ltd | 1,965 | $355.6K | 0.01% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,948 | $354.0K | 0.01% | −323−14.2% | Reduced |
| South Dakota Investment Council | 1,950 | $353.0K | 0.01% | +1,950 | New |
| Azzad Asset Management Inc | 1,917 | $346.9K | 0.04% | +92+5.0% | Added |
| Resources Investment Advisors, LLC. | 1,874 | $339.1K | 0.00% | +254+15.7% | Added |
| Park Avenue Securities LLC | 1,870 | $338.0K | 0.00% | −460−19.7% | Reduced |
| Signal Advisors Wealth, LLC | 1,848 | $334.4K | 0.03% | +26+1.4% | Added |
| Gotham Asset Management, LLC | 1,820 | $329.4K | 0.00% | +1,820 | New |
| OneAscent Investment Solutions LLC | 1,769 | $320.0K | 0.38% | +1,769 | New |
| Natixis | 1,777 | $318.7K | 0.00% | +1,189+202.2% | Added |
| R Squared Ltd | 1,750 | $316.7K | 0.34% | +1,750 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 1,720 | $311.3K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,712 | $309.8K | 0.04% | +1,712 | New |
| CWM, LLC | 1,666 | $302.0K | 0.00% | −419−20.1% | Reduced |
| Stratos Wealth Partners, LTD. | 1,657 | $299.9K | 0.00% | −4,389−72.6% | Reduced |
| Ontario Teachers Pension Plan Board | 1,647 | $298.1K | 0.00% | −448−21.4% | Reduced |
| Empowered Funds, LLC | 1,646 | $297.9K | 0.00% | +54+3.4% | Added |
| Walleye Capital LLC | 1,641 | $297.0K | 0.00% | +560+51.8% | Added |
| WCM Investment Management, LLC | 1,623 | $293.6K | 0.00% | +593+57.6% | Added |
| Verdence Capital Advisors LLC | 1,620 | $293.1K | 0.02% | +1+0.1% | Added |
| Estabrook Capital Management | 1,600 | $289.6K | 0.05% | 00.0% | Unchanged |
| United Services Automobile Association | 1,551 | $280.6K | 0.01% | +1,551 | New |
| RMR Wealth Builders | 1,511 | $273.4K | 0.03% | +74+5.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,487 | $269.1K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,482 | $268.2K | 0.10% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,478 | $267.5K | 0.00% | −2,184−59.6% | Reduced |
| Legacy Wealth Management, LLC | 1,473 | $266.6K | 0.09% | +1,473 | New |
| Versor Investments LP | 1,438 | $260.2K | 0.04% | +1,438 | New |
| Advisory Alpha, LLC | 1,410 | $255.2K | 0.01% | −11−0.8% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $253.4K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 1,398 | $253.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,353 | $244.9K | 0.02% | −15−1.1% | Reduced |
| Texas Bank & Trust Co | 1,350 | $244.3K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,416 | $243.8K | 0.01% | −114−7.5% | Reduced |
| MUFG Securities Americas Inc. | 1,341 | $242.7K | 0.03% | +223+19.9% | Added |
| Gen-Wealth Partners Inc | 1,316 | $238.2K | 0.10% | −7−0.5% | Reduced |
| PFG Investments, LLC | 1,286 | $232.8K | 0.01% | +3+0.2% | Added |
| Forum Financial Management, LP | 1,286 | $232.7K | 0.00% | +3+0.2% | Added |
| Benjamin Edwards Inc | 1,280 | $231.6K | 0.00% | +17+1.3% | Added |
| Marble Harbor Investment Counsel, LLC | 1,275 | $230.8K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,248 | $225.9K | 0.00% | +1,248 | New |
| Apollon Wealth Management, LLC | 1,235 | $223.5K | 0.00% | +95+8.3% | Added |
| GWM Advisors LLC | 1,233 | $223.2K | 0.00% | −233−15.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,145 | $222.5K | 0.04% | −2,249−66.3% | Reduced |
| Janney Montgomery Scott LLC | 1,218 | $221.0K | 0.00% | −454−27.2% | Reduced |
| Davenport & Co LLC | 1,219 | $220.6K | 0.00% | +5+0.4% | Added |
| Shell Asset Management Co | 1,212 | $219.0K | 0.01% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,200 | $217.2K | 0.04% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 1,183 | $214.1K | 0.11% | +1,183 | New |
| Safeguard Investment Advisory Group, LLC | 1,173 | $212.7K | 0.06% | +1,173 | New |
| Commonwealth Equity Services, LLC | 1,170 | $212.0K | 0.00% | +32+2.8% | Added |
| Gateway Investment Advisers LLC | 1,123 | $203.2K | 0.00% | −10−0.9% | Reduced |
| First Bank & Trust | 1,114 | $201.6K | 0.04% | −122−9.9% | Reduced |
| Avantax Advisory Services, Inc. | 1,109 | $200.7K | 0.00% | −170−13.3% | Reduced |
| Horizon Investments, LLC | 1,087 | $196.7K | 0.01% | +54+5.2% | Added |
| Creekmur Asset Management LLC | 1,062 | $192.1K | 0.04% | +1,055+15,071.4% | 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 |
| State of Wyoming | 1,009 | $182.6K | 0.02% | +161+19.0% | Added |
| Centerpoint Advisors, LLC | 958 | $173.0K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 915 | $165.6K | 0.01% | +301+49.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 903 | $163.4K | 0.00% | +903 | New |
| Rossby Financial, LCC | 932 | $161.2K | 0.07% | −86−8.4% | Reduced |
| Siemens Fonds Invest GmbH | 878 | $158.9K | 0.01% | +878 | New |
| Ameritas Investment Partners, Inc. | 769 | $139.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 739 | $133.7K | 0.01% | +149+25.3% | Added |
| Huntington National Bank | 695 | $125.8K | 0.00% | +62+9.8% | Added |
| Headlands Technologies LLC | 652 | $118.0K | 0.01% | +652 | New |
| Godsey & Gibb Associates | 650 | $117.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 641 | $116.0K | 0.00% | −14−2.1% | Reduced |
| Quarry LP | 630 | $114.0K | 0.03% | +394+166.9% | Added |
| Parallel Advisors, LLC | 610 | $110.4K | 0.00% | −148−19.5% | Reduced |
| Farther Finance Advisors, LLC | 597 | $108.2K | 0.00% | −19−3.1% | Reduced |
| Bessemer Group Inc | 596 | $108.0K | 0.00% | −64−9.7% | Reduced |
| Signaturefd, LLC | 573 | $103.7K | 0.00% | +92+19.1% | Added |
| Assetmark, Inc | 566 | $102.4K | 0.00% | +149+35.7% | Added |
| Johnson Financial Group, Inc. | 545 | $98.6K | 0.00% | +545 | New |
| Acadian Asset Management LLC | 527 | $95.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 505 | $91.4K | 0.02% | +505 | New |
| Ancora Advisors, LLC | 497 | $89.9K | 0.00% | +1+0.2% | Added |
| Mather Group, LLC. | 485 | $87.8K | 0.00% | −39−7.4% | Reduced |
| Jones Financial Companies LLLP | 458 | $82.9K | 0.00% | +51+12.5% | Added |
| Dougherty Wealth Advisers LLC | 455 | $82.3K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 450 | $81.4K | 0.00% | +10+2.3% | Added |
| Versant Capital Management, Inc | 439 | $79.4K | 0.01% | +398+970.7% | Added |
| Quent Capital, LLC | 432 | $78.2K | 0.01% | 00.0% | Unchanged |