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 |
|---|---|---|---|---|---|
| CX Institutional | 419 | $76.0K | 0.00% | −1,067−71.8% | Reduced |
| Orion Capital Management LLC | 413 | $74.7K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 402 | $73.0K | 0.00% | −83−17.1% | Reduced |
| Hollencrest Capital Management | 400 | $72.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 396 | $71.7K | 0.02% | +1+0.3% | Added |
| Ronald Blue Trust, Inc. | 367 | $66.4K | 0.00% | +45+14.0% | Added |
| Penserra Capital Management LLC | 363 | $65.0K | 0.00% | −177−32.8% | Reduced |
| Central Trust Co | 353 | $63.9K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 349 | $63.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 333 | $60.3K | 0.00% | +100+42.9% | Added |
| Covestor Ltd | 326 | $59.0K | 0.04% | −372−53.3% | Reduced |
| Boston Private Wealth LLC | 311 | $56.3K | 0.00% | +311 | New |
| West Paces Advisors Inc. | 310 | $56.1K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 279 | $50.5K | 0.00% | −119,985−99.8% | Reduced |
| Smithfield Trust Co | 277 | $50.0K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 253 | $45.8K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 218 | $45.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 241 | $43.6K | 0.00% | +7+3.0% | Added |
| Lindbrook Capital, LLC | 238 | $43.1K | 0.00% | +22+10.2% | Added |
| Manchester Capital Management LLC | 232 | $42.0K | 0.01% | −8−3.3% | Reduced |
| Umb Bank N A | 224 | $40.5K | 0.00% | +87+63.5% | Added |
| Whittier Trust Co | 209 | $37.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 204 | $36.9K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 216 | $35.0K | 0.02% | −65−23.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 193 | $34.9K | 0.03% | −130−40.2% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 170 | $30.8K | 0.01% | −480−73.8% | Reduced |
| Spire Wealth Management | 170 | $30.7K | 0.00% | −191−52.9% | Reduced |
| Larson Financial Group LLC | 163 | $29.5K | 0.00% | −733−81.8% | Reduced |
| Laurel Wealth Advisors LLC | 150 | $27.1K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 148 | $27.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 143 | $25.9K | 0.00% | +64+81.0% | Added |
| DT Investment Partners, LLC | 136 | $24.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 131 | $23.7K | 0.02% | +6+4.8% | Added |
| Banque de Luxembourg S.A. | 127 | $23.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 125 | $22.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $22.1K | 0.00% | −55−30.2% | Reduced |
| City Holding Co | 114 | $20.6K | 0.00% | +44+62.9% | Added |
| TD Private Client Wealth LLC | 112 | $20.3K | 0.00% | −92−45.1% | Reduced |
| Tobam | 110 | $20.0K | 0.01% | +7+6.8% | Added |
| Private Wealth Asset Management, LLC | 110 | $19.9K | 0.00% | +110 | New |
| J.Safra Asset Management Corp | 108 | $19.5K | 0.00% | +108 | New |
| Bell Investment Advisors, Inc | 103 | $18.6K | 0.00% | −9−8.0% | Reduced |
| Parkside Financial Bank & Trust | 97 | $17.6K | 0.00% | −20−17.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 90 | $16.3K | 0.00% | +90 | New |
| Caldwell Trust Co | 85 | $15.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 81 | $14.7K | 0.00% | −105−56.5% | Reduced |
| WPG Advisers, LLC | 78 | $14.1K | 0.01% | −41−34.5% | Reduced |
| MAI Capital Management | 74 | $13.3K | 0.00% | −31−29.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 67 | $12.1K | 0.01% | +67 | New |
| Geneos Wealth Management Inc. | 66 | $11.9K | 0.00% | +53+407.7% | Added |
| Strengthening Families & Communities, LLC | 65 | $11.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 51 | $11.8K | 0.00% | +10+24.4% | Added |
| Private Trust Co NA | 63 | $11.4K | 0.00% | +21+50.0% | Added |
| Frazier Financial Advisors, LLC | 59 | $10.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $10.5K | 0.00% | −19−24.7% | Reduced |
| Webster Bank, N. A. | 54 | $9.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $9.77K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 53 | $9.59K | 0.00% | +51+2,550.0% | Added |
| New Age Alpha Advisors, LLC | 51 | $9.23K | 0.00% | −28−35.4% | Reduced |
| Abound Wealth Management | 50 | $9.05K | 0.00% | −29−36.7% | Reduced |
| Boyd Watterson Asset Management LLC | 50 | $9.05K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 50 | $9.00K | 0.00% | +1+2.0% | Added |
| FNY Investment Advisers, LLC | 53 | $9.00K | 0.01% | +53 | New |
| Leonteq Securities AG | 48 | $8.68K | 0.00% | −9−15.8% | Reduced |
| Pier Capital, LLC | 45 | $8.14K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 44 | $7.96K | 0.00% | −30−40.5% | Reduced |
| Private Wealth Management Group, LLC | 43 | $7.78K | 0.00% | −5−10.4% | Reduced |
| Bruce G. Allen Investments, LLC | 42 | $7.60K | 0.01% | −8−16.0% | Reduced |
| Global Financial Private Client, LLC | 41 | $7.42K | 0.00% | +23+127.8% | Added |
| Creative Financial Designs Inc | 40 | $7.24K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 40 | $7.24K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 40 | $7.24K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $7.24K | 0.00% | +40 | New |
| Investors Research Corp | 39 | $7.06K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $7.06K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $7.00K | 0.00% | +1+2.6% | Added |
| LRI Investments, LLC | 36 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $6.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $5.97K | 0.00% | −4−10.8% | Reduced |
| Millstone Evans Group, LLC | 31 | $5.61K | 0.00% | +31 | New |
| Synergy Investment Management, LLC | 30 | $5.47K | 0.00% | −1−3.2% | Reduced |
| Saudi Central Bank | 30 | $5.43K | 0.03% | +30 | New |
| Hanson & Doremus Investment Management | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $4.34K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 22 | $3.98K | 0.00% | −1−4.3% | Reduced |
| Red Tortoise LLC | 20 | $3.62K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $3.49K | 0.00% | −2−9.5% | Reduced |
| NewSquare Capital LLC | 18 | $3.26K | 0.00% | +15+500.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $3.08K | 0.01% | +17 | New |
| Hexagon Capital Partners LLC | 15 | $2.71K | 0.00% | −4−21.1% | Reduced |
| Delta Asset Management LLC | 15 | $2.71K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 15 | $2.71K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13 | $2.35K | 0.00% | −57−81.4% | Reduced |
| Fortitude Family Office, LLC | 13 | $2.35K | 0.00% | −5−27.8% | Reduced |
| Rialto Wealth Management, LLC | 13 | $2.35K | 0.00% | +13 | New |
| Zions Bancorporation, National Association | 12 | $2.17K | 0.00% | +12 | New |
| Accent Capital Management, LLC | 12 | $2.17K | 0.00% | +12 | New |
| Avion Wealth | 11 | $2.00K | 0.00% | 00.0% | Unchanged |