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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
Crowley Wealth Management, Inc.11$1.99K0.00%00.0%Unchanged
Sachetta, LLC11$1.99K0.00%+1+10.0%Added
Asset Dedication, LLC10$1.81K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.9$1.63K0.00%−3−25.0%Reduced
Tortoise Investment Management, LLC9$1.63K0.00%00.0%Unchanged
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
Cornerstone Planning Group LLC8$1.34K0.00%+1+14.3%Added
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
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
MV Capital Management, Inc.5$9050.00%−9−64.3%Reduced
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
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
Birchbrook, Inc.2$4270.00%00.0%Unchanged
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
Bay Harbor Wealth Management, LLC2$3610.00%+2New
Halbert Hargrove Global Advisors, LLC1$1810.00%+1New
Quest Partners LLC1$1810.00%+1New
HFM Investment Advisors, LLC1$1810.00%+1New
Principia Wealth Advisory, LLC1$1740.00%00.0%Unchanged
Activest Wealth Management0$00.00%−1−100.0%Sold out
Fundsmith LLPSuperinvestorFundsmith0$00.00%−362,501−100.0%Sold out
Capital World Investors0$00.00%−200,000−100.0%Sold out
Ceredex Value Advisors LLC0$00.00%−133,200−100.0%Sold out
Moore Capital Management, LP0$00.00%−61,542−100.0%Sold out
Montanaro Asset Management Ltd0$00.00%−45,000−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−20,300−100.0%Sold out
First Hawaiian Bank0$00.00%−11,970−100.0%Sold out
Man Group plc0$00.00%−8,223−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−6,500−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−6,354−100.0%Sold out
Buffington Mohr McNeal0$00.00%−5,137−100.0%Sold out
111 Capital0$00.00%−4,854−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−4,650−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−3,881−100.0%Sold out
Quadrature Capital Ltd0$00.00%−2,896−100.0%Sold out
Blackston Financial Advisory Group, LLC0$00.00%−2,299−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−2,072−100.0%Sold out
Cinctive Capital Management LP0$00.00%−2,000−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,941−100.0%Sold out
Heartland Bank & Trust Co0$00.00%−1,592−100.0%Sold out
Berry Wealth Group, LP0$00.00%−1,542−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−1,500−100.0%Sold out
Private Advisor Group, LLC0$00.00%−1,286−100.0%Sold out
Financial Advisory Corp0$00.00%−1,258−100.0%Sold out
Guggenheim Capital LLC0$00.00%−1,256−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−1,214−100.0%Sold out
HB Wealth Management, LLC0$00.00%−1,157−100.0%Sold out
Jacobson & Schmitt Advisors, LLC0$00.00%−1,151−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−1,103−100.0%Sold out
Syon Capital LLC0$00.00%−1,076−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−1,070−100.0%Sold out
LGT Fund Management Co Ltd.0$00.00%−1,050−100.0%Sold out
Connecticut Wealth Management, LLC0$00.00%−1,024−100.0%Sold out
Keebeck Alpha, LP0$00.00%−1,013−100.0%Sold out
Cobblestone Capital Advisors LLC0$00.00%−1,012−100.0%Sold out
Dearborn Partners LLC0$00.00%−1,001−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−997−100.0%Sold out
Grandfield & Dodd, LLC0$00.00%−982−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−982−100.0%Sold out
Claret Asset Management Corp0$00.00%−974−100.0%Sold out
NEOS Investment Management LLC0$00.00%−965−100.0%Sold out
David Loasby0$00.00%−979−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−895−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−793−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−692−100.0%Sold out
BankPlus Trust Department0$00.00%−586−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−500−100.0%Sold out
Simplex Trading, LLC0$00.00%−284−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−218−100.0%Sold out
Riverview Trust Co0$00.00%−142−100.0%Sold out
Menard Financial Group LLC0$00.00%−101−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−77−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−52−100.0%Sold out
Colonial Trust Advisors0$00.00%−35−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−23−100.0%Sold out
GeoWealth Management, LLC0$00.00%−23−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−21−100.0%Sold out
Bogart Wealth, LLC0$00.00%−15−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−6−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−5−100.0%Sold out