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 |
|---|---|---|---|---|---|
| Financial Advisory Corp | 2,499 | $439.0K | 0.13% | +2,499 | New |
| Ci Investments Inc. | 2,483 | $436.0K | 0.00% | −59−2.3% | Reduced |
| Smartleaf Asset Management LLC | 2,465 | $434.6K | 0.04% | +10+0.4% | Added |
| Quadrant Capital Group LLC | 2,475 | $434.5K | 0.02% | −274−10.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,410 | $423.1K | 0.01% | +10.0% | Added |
| Shell Asset Management Co | 2,397 | $421.0K | 0.01% | +1,185+97.8% | Added |
| Boothbay Fund Management, LLC | 2,390 | $419.6K | 0.01% | −1,370−36.4% | Reduced |
| Park Avenue Securities LLC | 2,388 | $419.0K | 0.00% | +518+27.7% | Added |
| Fagan Associates, Inc. | 2,370 | $416.1K | 0.06% | −1,000−29.7% | Reduced |
| Sanctuary Advisors, LLC | 2,329 | $408.9K | 0.00% | +150+6.9% | Added |
| Bayesian Capital Management, LP | 2,300 | $403.8K | 0.06% | +2,300 | New |
| Axq Capital, LP | 2,258 | $396.4K | 0.13% | −1,006−30.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,250 | $395.0K | 0.05% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,246 | $394.5K | 0.01% | +167+8.0% | Added |
| Ostrum Asset Management | 2,243 | $393.8K | 0.02% | −570−20.3% | Reduced |
| Panagora Asset Management Inc | 2,203 | $386.8K | 0.00% | −2,059−48.3% | Reduced |
| Baird Financial Group, Inc. | 2,184 | $383.4K | 0.00% | −815−27.2% | Reduced |
| Crossmark Global Holdings, Inc. | 2,159 | $379.1K | 0.01% | −150−6.5% | Reduced |
| CWM, LLC | 2,086 | $366.0K | 0.00% | +420+25.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,059 | $361.5K | 0.02% | −143−6.5% | Reduced |
| Wahed Invest LLC | 2,055 | $360.8K | 0.05% | +58+2.9% | Added |
| Resources Investment Advisors, LLC. | 2,007 | $352.4K | 0.00% | +133+7.1% | Added |
| Altshuler Shaham Ltd | 1,965 | $345.0K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,932 | $339.3K | 0.04% | +15+0.8% | Added |
| Davenport & Co LLC | 1,932 | $339.2K | 0.00% | +713+58.5% | Added |
| Phoenix Holdings Ltd. | 1,907 | $334.5K | 0.00% | −41−2.1% | Reduced |
| Fifth Third Bancorp | 1,900 | $333.6K | 0.00% | −199−9.5% | Reduced |
| Assetmark, Inc | 1,899 | $333.4K | 0.00% | +1,333+235.5% | Added |
| WCM Investment Management, LLC | 1,812 | $319.5K | 0.00% | +189+11.6% | Added |
| Investment Management Corp of Ontario | 1,811 | $318.0K | 0.00% | −300−14.2% | Reduced |
| STRS Ohio | 1,807 | $317.3K | 0.00% | +1,807 | New |
| Regions Financial Corp | 1,791 | $314.4K | 0.00% | −244−12.0% | Reduced |
| Verdence Capital Advisors LLC | 1,768 | $310.5K | 0.02% | +148+9.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 1,720 | $302.0K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 1,685 | $295.8K | 0.02% | −932−35.6% | Reduced |
| MUFG Securities Americas Inc. | 1,674 | $293.9K | 0.03% | +333+24.8% | Added |
| Estabrook Capital Management | 1,600 | $280.9K | 0.04% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 1,768 | $279.8K | 0.10% | +1,768 | New |
| Sequoia Financial Advisors, LLC | 1,569 | $275.5K | 0.00% | +1,569 | New |
| OneAscent Investment Solutions LLC | 1,529 | $268.0K | 0.29% | −240−13.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,438 | $265.2K | 0.01% | +1,438 | New |
| Bahl & Gaynor Inc | 1,509 | $264.9K | 0.00% | −1,204−44.4% | Reduced |
| Andra AP-fonden | 1,500 | $263.4K | 0.00% | +1,500 | New |
| Procyon Private Wealth Partners, LLC | 1,487 | $261.1K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,482 | $260.2K | 0.09% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,481 | $260.0K | 0.10% | +165+12.5% | Added |
| Forum Financial Management, LP | 1,474 | $258.8K | 0.00% | +188+14.6% | Added |
| RMR Wealth Builders | 1,458 | $256.0K | 0.02% | −53−3.5% | Reduced |
| HighPoint Advisor Group LLC | 1,414 | $248.2K | 0.01% | −2−0.1% | Reduced |
| Advisory Alpha, LLC | 1,410 | $247.6K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,403 | $246.3K | 0.00% | +123+9.6% | Added |
| Wallington Asset Management, LLC | 1,400 | $245.8K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 1,398 | $245.4K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,389 | $243.9K | 0.03% | −323−18.9% | Reduced |
| Creekmur Asset Management LLC | 1,373 | $241.1K | 0.04% | +311+29.3% | Added |
| MQS Management LLC | 1,372 | $240.9K | 0.13% | −1,105−44.6% | Reduced |
| Scientech Research LLC | 1,359 | $238.6K | 0.06% | +1,359 | New |
| Petrus Trust Company, LTA | 1,355 | $237.9K | 0.02% | −742−35.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,353 | $237.5K | 0.02% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,350 | $237.0K | 0.09% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,320 | $232.0K | 0.03% | +1,320 | New |
| Envestnet Portfolio Solutions, Inc. | 1,307 | $229.5K | 0.00% | −171−11.6% | Reduced |
| GAMMA Investing LLC | 1,305 | $229.1K | 0.01% | +390+42.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,286 | $225.4K | 0.00% | +1,286 | New |
| Ethic Inc. | 1,278 | $225.3K | 0.00% | +1,278 | New |
| Patton Fund Management, Inc. | 1,273 | $223.5K | 0.05% | +1,273 | New |
| Equitable Trust Co | 1,267 | $222.4K | 0.01% | +1,267 | New |
| Canada Post Corp Registered Pension Plan | 1,250 | $219.5K | 0.01% | +1,250 | New |
| Commonwealth Equity Services, LLC | 1,232 | $216.0K | 0.00% | +62+5.3% | Added |
| National Pension Service | 1,229 | $215.8K | 0.00% | +950+340.5% | Added |
| Quarry LP | 1,215 | $213.3K | 0.05% | +585+92.9% | Added |
| Signaturefd, LLC | 1,213 | $213.0K | 0.00% | +640+111.7% | Added |
| Exchange Traded Concepts, LLC | 1,209 | $212.3K | 0.00% | −12,890−91.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,200 | $210.7K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,194 | $210.0K | 0.00% | −24−2.0% | Reduced |
| PFG Investments, LLC | 1,190 | $208.9K | 0.01% | −96−7.5% | Reduced |
| HB Wealth Management, LLC | 1,173 | $205.9K | 0.00% | +1,173 | New |
| Oxford Asset Management LLP | 1,152 | $202.3K | 0.07% | +1,152 | New |
| Tower Research Capital LLC (TRC) | 1,150 | $201.9K | 0.01% | −2,030−63.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,053 | $184.9K | 0.01% | +175+19.9% | Added |
| EverSource Wealth Advisors, LLC | 1,043 | $183.1K | 0.01% | +304+41.1% | Added |
| MeadowBrook Investment Advisors LLC | 1,027 | $180.3K | 0.17% | −21−2.0% | Reduced |
| Centerpoint Advisors, LLC | 958 | $168.0K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 945 | $165.9K | 0.00% | −696−42.4% | Reduced |
| Rossby Financial, LCC | 849 | $149.1K | 0.06% | −83−8.9% | Reduced |
| Global Retirement Partners, LLC | 840 | $147.5K | 0.00% | +840 | New |
| Jones Financial Companies LLLP | 793 | $139.8K | 0.00% | +335+73.1% | Added |
| Ameritas Investment Partners, Inc. | 713 | $125.2K | 0.00% | −56−7.3% | Reduced |
| Huntington National Bank | 702 | $123.3K | 0.00% | +7+1.0% | Added |
| Brown Brothers Harriman & Co | 696 | $122.2K | 0.00% | +246+54.7% | Added |
| First Horizon Advisors, Inc. | 653 | $114.8K | 0.00% | +12+1.9% | Added |
| Godsey & Gibb Associates | 650 | $114.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 560 | $98.3K | 0.00% | −50−8.2% | Reduced |
| Acadian Asset Management LLC | 527 | $92.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 509 | $89.4K | 0.01% | +113+28.5% | Added |
| Bessemer Group Inc | 495 | $87.0K | 0.00% | −101−16.9% | Reduced |
| Ancora Advisors, LLC | 494 | $86.7K | 0.00% | −3−0.6% | Reduced |
| Covestor Ltd | 472 | $83.0K | 0.05% | +146+44.8% | Added |
| Dougherty Wealth Advisers LLC | 455 | $79.9K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 446 | $78.3K | 0.00% | +79+21.5% | Added |