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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, Q2 2025

Institutional positions in Idex Corp as of Jun 30, 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
640
+7 vs. Q1 2025
Shares held
77.2M
+2.03M (+2.7%) vs. Q1 2025
Total value
$13.6B
−$37.3M (−0.3%) vs. Q1 2025
New holders
78
264 more added
Sold out
71
213 more reduced

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 640 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 heldQ2 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, Q2 2025

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2025.

Institutions holding IEX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Quest Partners LLC1$1760.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1$1760.00%+1New
LGT Financial Advisors LLC1$1760.00%+1New
ORG Partners LLC1$1800.00%+1New
Crewe Advisors LLC2$3520.00%00.0%Unchanged
Quaker Wealth Management, LLC2$3520.00%+2New
Stephens Consulting, LLC2$3520.00%+2New
Birchbrook, Inc.2$4140.00%00.0%Unchanged
Dunhill Financial, LLC2$4930.00%−17−89.5%Reduced
Sachetta, LLC3$5270.00%−8−72.7%Reduced
Valued Wealth Advisors LLC3$5270.00%00.0%Unchanged
Binnacle Investments Inc3$5270.00%00.0%Unchanged
Atlantic Trust, LLC3$5270.00%+3New
American Capital Advisory, LLC3$5270.00%+3New
Rise Advisors, LLC4$7020.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$7020.00%+2+100.0%Added
Bay Harbor Wealth Management, LLC4$7020.00%+2+100.0%Added
HFM Investment Advisors, LLC4$7020.00%+3+300.0%Added
NVWM, LLC4$7020.00%+4New
Colonial Trust Co4$7020.00%+4New
TFC Financial Management4$7030.00%+2+100.0%Added
Cornerstone Planning Group LLC6$9710.00%−2−25.0%Reduced
Longfellow Investment Management Co LLC6$1.05K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$1.05K0.00%+5+500.0%Added
SJS Investment Consulting Inc.6$1.05K0.00%−1−14.3%Reduced
Maseco LLP6$1.06K0.00%+6New
Rothschild Investment LLC7$1.23K0.00%−1−12.5%Reduced
Bare Financial Services, Inc8$1.41K0.00%00.0%Unchanged
Kilter Group LLC8$1.41K0.00%+8New
Total Investment Management Inc8$1.41K0.00%+8New
Rialto Wealth Management, LLC9$1.58K0.00%−4−30.8%Reduced
MV Capital Management, Inc.9$1.58K0.00%+4+80.0%Added
SBI Securities Co., Ltd.10$1.76K0.00%+6+150.0%Added
Crowley Wealth Management, Inc.11$1.93K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC11$1.93K0.00%−22−66.7%Reduced
DiNuzzo Private Wealth, Inc.11$1.93K0.00%+2+22.2%Added
True Wealth Design, LLC11$1.93K0.00%+3+37.5%Added
South State Corp.11$1.93K0.00%+5+83.3%Added
Avion Wealth12$2.00K0.00%+1+9.1%Added
Accent Capital Management, LLC12$2.11K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC13$2.12K0.00%+13New
Tortoise Investment Management, LLC13$2.28K0.00%+4+44.4%Added
Private Wealth Management Group, LLC14$2.46K0.00%−29−67.4%Reduced
Raffa Wealth Management, LLC14$2.46K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$2.46K0.00%00.0%Unchanged
S&T Bank14$2.46K0.00%+14New
Delta Asset Management LLC15$2.63K0.00%00.0%Unchanged
Howard Hughes Medical Institute16$2.81K0.00%+16New
Creative Financial Designs Inc19$3.34K0.00%−21−52.5%Reduced
Red Tortoise LLC20$3.51K0.00%00.0%Unchanged
Trust Co of Vermont22$3.86K0.00%00.0%Unchanged
Fortitude Family Office, LLC22$3.86K0.00%+9+69.2%Added
Strategic Wealth Partners, Ltd.23$4.04K0.00%+23New
Prestige Wealth Management Group LLC24$4.21K0.00%00.0%Unchanged
Asset Dedication, LLC24$4.21K0.00%+14+140.0%Added
GWM Advisors LLC25$4.39K0.00%−1,208−98.0%Reduced
Bruce G. Allen Investments, LLC27$4.74K0.00%−15−35.7%Reduced
Manchester Capital Management LLC28$4.92K0.00%−204−87.9%Reduced
CoreCap Advisors, LLC30$5.27K0.00%+24+400.0%Added
Princeton Global Asset Management LLC31$5.44K0.00%+31New
Valley National Advisers Inc39$6.00K0.00%−1−2.5%Reduced
Harbour Investments, Inc.35$6.14K0.00%−18−34.0%Reduced
Cherry Tree Wealth Management, LLC35$6.14K0.00%00.0%Unchanged
LRI Investments, LLC36$6.32K0.00%00.0%Unchanged
Investors Research Corp39$6.85K0.00%00.0%Unchanged
Pineridge Advisors LLC39$6.85K0.00%00.0%Unchanged
MTM Investment Management, LLC39$6.85K0.00%+39New
First United Bank Trust40$7.02K0.00%00.0%Unchanged
Golden State Wealth Management, LLC40$7.02K0.00%00.0%Unchanged
Versant Capital Management, Inc41$7.20K0.00%−398−90.7%Reduced
Private Trust Co NA45$7.81K0.00%−18−28.6%Reduced
Pier Capital, LLC45$7.90K0.00%00.0%Unchanged
CVA Family Office, LLC47$8.25K0.00%+40+571.4%Added
Activest Wealth Management49$8.60K0.00%+49New
Clear Street Markets LLC50$8.78K0.00%+50New
New Age Alpha Advisors, LLC51$8.95K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.50$9.01K0.00%+50New
Global X Japan Co., Ltd.52$9.13K0.00%+52New
Spire Wealth Management53$9.30K0.00%−117−68.8%Reduced
Webster Bank, N. A.54$9.48K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc54$9.48K0.00%00.0%Unchanged
Essential Partners LLC54$9.48K0.00%+54New
Key Financial Inc58$10.2K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC59$10.4K0.01%00.0%Unchanged
Cromwell Holdings LLC60$10.5K0.01%−71−54.2%Reduced
Parkside Financial Bank & Trust60$10.5K0.00%−37−38.1%Reduced
Hemington Wealth Management64$11.0K0.00%+14+28.0%Added
Annis Gardner Whiting Capital Advisors, LLC64$11.2K0.00%+64New
Strengthening Families & Communities, LLC65$11.3K0.01%00.0%Unchanged
TD Private Client Wealth LLC66$11.6K0.00%−46−41.1%Reduced
Quest 10 Wealth Builders, Inc.66$11.6K0.01%−1−1.5%Reduced
City Holding Co70$12.3K0.00%−44−38.6%Reduced
Leonteq Securities AG72$12.6K0.00%+24+50.0%Added
SRS Capital Advisors, Inc.74$13.0K0.00%−7−8.6%Reduced
Private Wealth Asset Management, LLC75$13.2K0.00%−35−31.8%Reduced
Larson Financial Group LLC80$14.0K0.00%−83−50.9%Reduced
Caldwell Trust Co85$14.9K0.00%00.0%Unchanged
Clearstead Advisors, LLC87$15.3K0.00%+79+987.5%Added
Geneos Wealth Management Inc.91$16.0K0.00%+25+37.9%Added
MAI Capital Management93$16.3K0.00%+19+25.7%Added