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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 94 | $16.5K | 0.01% | +16+20.5% | Added |
| NewSquare Capital LLC | 102 | $17.9K | 0.00% | +84+466.7% | Added |
| Semmax Financial Advisors Inc. | 113 | $17.9K | 0.00% | −35−23.6% | Reduced |
| Bell Investment Advisors, Inc | 103 | $18.1K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 108 | $19.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 123 | $21.6K | 0.00% | −101−45.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $21.9K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 127 | $23.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 136 | $23.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 143 | $25.1K | 0.00% | +103+257.5% | Added |
| American National Bank | 144 | $25.3K | 0.00% | +144 | New |
| Allworth Financial LP | 148 | $26.0K | 0.00% | +21+16.5% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 170 | $29.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 188 | $33.0K | 0.00% | +45+31.5% | Added |
| Loomis Sayles & Co L P | 189 | $33.2K | 0.00% | +189 | New |
| Capital A Wealth Management, LLC | 159 | $34.5K | 0.39% | +159 | New |
| Onefund, LLC | 198 | $35.0K | 0.03% | +198 | New |
| AdvisorNet Financial, Inc | 202 | $35.5K | 0.00% | −2−1.0% | Reduced |
| Whittier Trust Co | 209 | $36.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 218 | $38.3K | 0.00% | −23−9.5% | Reduced |
| Sentry Investment Management LLC | 216 | $39.0K | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 223 | $39.2K | 0.00% | +223 | New |
| Zions Bancorporation, National Association | 230 | $40.4K | 0.00% | +218+1,816.7% | Added |
| Vega Investment Solutions | 230 | $40.4K | 0.01% | −275−54.5% | Reduced |
| Stephenson National Bank & Trust | 240 | $42.1K | 0.01% | +240 | New |
| Caitong International Asset Management Co., Ltd | 246 | $43.2K | 0.03% | +53+27.5% | Added |
| IFP Advisors, Inc | 0 | $47.6K | 0.00% | −51−100.0% | Reduced |
| Smithfield Trust Co | 277 | $49.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 281 | $49.3K | 0.00% | −72−20.4% | Reduced |
| Principal Securities, Inc. | 298 | $52.3K | 0.00% | +80+36.7% | Added |
| Northwestern Mutual Wealth Management Co | 323 | $56.7K | 0.00% | −1,965−85.9% | Reduced |
| Federated Hermes, Inc. | 329 | $57.8K | 0.00% | −4−1.2% | Reduced |
| Hantz Financial Services, Inc. | 361 | $63.0K | 0.00% | −41−10.2% | Reduced |
| Farther Finance Advisors, LLC | 370 | $65.0K | 0.00% | −227−38.0% | Reduced |
| Bryn Mawr Trust Co | 381 | $66.9K | 0.00% | +368+2,830.8% | Added |
| Hollencrest Capital Management | 400 | $70.2K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 400 | $70.2K | 0.00% | +400 | New |
| Penserra Capital Management LLC | 409 | $71.0K | 0.00% | +46+12.7% | Added |
| Orion Capital Management LLC | 413 | $72.5K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 447 | $78.0K | 0.00% | +28+6.7% | Added |
| Ronald Blue Trust, Inc. | 446 | $78.3K | 0.00% | +79+21.5% | Added |
| Dougherty Wealth Advisers LLC | 455 | $79.9K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 472 | $83.0K | 0.05% | +146+44.8% | Added |
| Ancora Advisors, LLC | 494 | $86.7K | 0.00% | −3−0.6% | Reduced |
| Bessemer Group Inc | 495 | $87.0K | 0.00% | −101−16.9% | Reduced |
| Skopos Labs, Inc. | 509 | $89.4K | 0.01% | +113+28.5% | Added |
| Acadian Asset Management LLC | 527 | $92.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 560 | $98.3K | 0.00% | −50−8.2% | Reduced |
| Godsey & Gibb Associates | 650 | $114.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 653 | $114.8K | 0.00% | +12+1.9% | Added |
| Brown Brothers Harriman & Co | 696 | $122.2K | 0.00% | +246+54.7% | Added |
| Huntington National Bank | 702 | $123.3K | 0.00% | +7+1.0% | Added |
| Ameritas Investment Partners, Inc. | 713 | $125.2K | 0.00% | −56−7.3% | Reduced |
| Jones Financial Companies LLLP | 793 | $139.8K | 0.00% | +335+73.1% | Added |
| Global Retirement Partners, LLC | 840 | $147.5K | 0.00% | +840 | New |
| Rossby Financial, LCC | 849 | $149.1K | 0.06% | −83−8.9% | Reduced |
| Walleye Capital LLC | 945 | $165.9K | 0.00% | −696−42.4% | Reduced |
| Centerpoint Advisors, LLC | 958 | $168.0K | 0.06% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,027 | $180.3K | 0.17% | −21−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,043 | $183.1K | 0.01% | +304+41.1% | Added |
| Siemens Fonds Invest GmbH | 1,053 | $184.9K | 0.01% | +175+19.9% | Added |
| Tower Research Capital LLC (TRC) | 1,150 | $201.9K | 0.01% | −2,030−63.8% | Reduced |
| Oxford Asset Management LLP | 1,152 | $202.3K | 0.07% | +1,152 | New |
| HB Wealth Management, LLC | 1,173 | $205.9K | 0.00% | +1,173 | New |
| PFG Investments, LLC | 1,190 | $208.9K | 0.01% | −96−7.5% | Reduced |
| Janney Montgomery Scott LLC | 1,194 | $210.0K | 0.00% | −24−2.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,200 | $210.7K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,209 | $212.3K | 0.00% | −12,890−91.4% | Reduced |
| Signaturefd, LLC | 1,213 | $213.0K | 0.00% | +640+111.7% | Added |
| Quarry LP | 1,215 | $213.3K | 0.05% | +585+92.9% | Added |
| National Pension Service | 1,229 | $215.8K | 0.00% | +950+340.5% | Added |
| Commonwealth Equity Services, LLC | 1,232 | $216.0K | 0.00% | +62+5.3% | Added |
| Canada Post Corp Registered Pension Plan | 1,250 | $219.5K | 0.01% | +1,250 | New |
| Equitable Trust Co | 1,267 | $222.4K | 0.01% | +1,267 | New |
| Patton Fund Management, Inc. | 1,273 | $223.5K | 0.05% | +1,273 | New |
| Ethic Inc. | 1,278 | $225.3K | 0.00% | +1,278 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,286 | $225.4K | 0.00% | +1,286 | New |
| GAMMA Investing LLC | 1,305 | $229.1K | 0.01% | +390+42.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,307 | $229.5K | 0.00% | −171−11.6% | Reduced |
| Claret Asset Management Corp | 1,320 | $232.0K | 0.03% | +1,320 | New |
| Texas Bank & Trust Co | 1,350 | $237.0K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,353 | $237.5K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,355 | $237.9K | 0.02% | −742−35.4% | Reduced |
| Scientech Research LLC | 1,359 | $238.6K | 0.06% | +1,359 | New |
| MQS Management LLC | 1,372 | $240.9K | 0.13% | −1,105−44.6% | Reduced |
| Creekmur Asset Management LLC | 1,373 | $241.1K | 0.04% | +311+29.3% | Added |
| MBB Public Markets I LLC | 1,389 | $243.9K | 0.03% | −323−18.9% | Reduced |
| Argent Trust Co | 1,398 | $245.4K | 0.01% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $245.8K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,403 | $246.3K | 0.00% | +123+9.6% | Added |
| Advisory Alpha, LLC | 1,410 | $247.6K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,414 | $248.2K | 0.01% | −2−0.1% | Reduced |
| RMR Wealth Builders | 1,458 | $256.0K | 0.02% | −53−3.5% | Reduced |
| Forum Financial Management, LP | 1,474 | $258.8K | 0.00% | +188+14.6% | Added |
| Gen-Wealth Partners Inc | 1,481 | $260.0K | 0.10% | +165+12.5% | Added |
| Cadent Capital Advisors, LLC | 1,482 | $260.2K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,487 | $261.1K | 0.02% | 00.0% | Unchanged |
| Andra AP-fonden | 1,500 | $263.4K | 0.00% | +1,500 | New |
| Bahl & Gaynor Inc | 1,509 | $264.9K | 0.00% | −1,204−44.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,438 | $265.2K | 0.01% | +1,438 | New |