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 |
|---|---|---|---|---|---|
| CX Institutional | 447 | $78.0K | 0.00% | +28+6.7% | Added |
| Orion Capital Management LLC | 413 | $72.5K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 409 | $71.0K | 0.00% | +46+12.7% | Added |
| Hollencrest Capital Management | 400 | $70.2K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 400 | $70.2K | 0.00% | +400 | New |
| Bryn Mawr Trust Co | 381 | $66.9K | 0.00% | +368+2,830.8% | Added |
| Farther Finance Advisors, LLC | 370 | $65.0K | 0.00% | −227−38.0% | Reduced |
| Hantz Financial Services, Inc. | 361 | $63.0K | 0.00% | −41−10.2% | Reduced |
| Federated Hermes, Inc. | 329 | $57.8K | 0.00% | −4−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 323 | $56.7K | 0.00% | −1,965−85.9% | Reduced |
| Principal Securities, Inc. | 298 | $52.3K | 0.00% | +80+36.7% | Added |
| Central Trust Co | 281 | $49.3K | 0.00% | −72−20.4% | Reduced |
| Smithfield Trust Co | 277 | $49.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $47.6K | 0.00% | −51−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 246 | $43.2K | 0.03% | +53+27.5% | Added |
| Stephenson National Bank & Trust | 240 | $42.1K | 0.01% | +240 | New |
| Vega Investment Solutions | 230 | $40.4K | 0.01% | −275−54.5% | Reduced |
| Zions Bancorporation, National Association | 230 | $40.4K | 0.00% | +218+1,816.7% | Added |
| MUFG Securities EMEA plc | 223 | $39.2K | 0.00% | +223 | New |
| Sentry Investment Management LLC | 216 | $39.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 218 | $38.3K | 0.00% | −23−9.5% | Reduced |
| Whittier Trust Co | 209 | $36.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 202 | $35.5K | 0.00% | −2−1.0% | Reduced |
| Onefund, LLC | 198 | $35.0K | 0.03% | +198 | New |
| Capital A Wealth Management, LLC | 159 | $34.5K | 0.39% | +159 | New |
| Loomis Sayles & Co L P | 189 | $33.2K | 0.00% | +189 | New |
| Massmutual Trust Co FSB | 188 | $33.0K | 0.00% | +45+31.5% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 170 | $29.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 148 | $26.0K | 0.00% | +21+16.5% | Added |
| American National Bank | 144 | $25.3K | 0.00% | +144 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 143 | $25.1K | 0.00% | +103+257.5% | Added |
| DT Investment Partners, LLC | 136 | $23.9K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 127 | $23.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 125 | $21.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 123 | $21.6K | 0.00% | −101−45.1% | Reduced |
| J.Safra Asset Management Corp | 108 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $18.1K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 113 | $17.9K | 0.00% | −35−23.6% | Reduced |
| NewSquare Capital LLC | 102 | $17.9K | 0.00% | +84+466.7% | Added |
| WPG Advisers, LLC | 94 | $16.5K | 0.01% | +16+20.5% | Added |
| MAI Capital Management | 93 | $16.3K | 0.00% | +19+25.7% | Added |
| Geneos Wealth Management Inc. | 91 | $16.0K | 0.00% | +25+37.9% | Added |
| Clearstead Advisors, LLC | 87 | $15.3K | 0.00% | +79+987.5% | Added |
| Caldwell Trust Co | 85 | $14.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $14.0K | 0.00% | −83−50.9% | Reduced |
| Private Wealth Asset Management, LLC | 75 | $13.2K | 0.00% | −35−31.8% | Reduced |
| SRS Capital Advisors, Inc. | 74 | $13.0K | 0.00% | −7−8.6% | Reduced |
| Leonteq Securities AG | 72 | $12.6K | 0.00% | +24+50.0% | Added |
| City Holding Co | 70 | $12.3K | 0.00% | −44−38.6% | Reduced |
| TD Private Client Wealth LLC | 66 | $11.6K | 0.00% | −46−41.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 66 | $11.6K | 0.01% | −1−1.5% | Reduced |
| Strengthening Families & Communities, LLC | 65 | $11.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $11.2K | 0.00% | +64 | New |
| Hemington Wealth Management | 64 | $11.0K | 0.00% | +14+28.0% | Added |
| Parkside Financial Bank & Trust | 60 | $10.5K | 0.00% | −37−38.1% | Reduced |
| Cromwell Holdings LLC | 60 | $10.5K | 0.01% | −71−54.2% | Reduced |
| Frazier Financial Advisors, LLC | 59 | $10.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $10.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $9.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $9.48K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 54 | $9.48K | 0.00% | +54 | New |
| Spire Wealth Management | 53 | $9.30K | 0.00% | −117−68.8% | Reduced |
| Global X Japan Co., Ltd. | 52 | $9.13K | 0.00% | +52 | New |
| TD Waterhouse Canada Inc. | 50 | $9.01K | 0.00% | +50 | New |
| New Age Alpha Advisors, LLC | 51 | $8.95K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $8.78K | 0.00% | +50 | New |
| Activest Wealth Management | 49 | $8.60K | 0.00% | +49 | New |
| CVA Family Office, LLC | 47 | $8.25K | 0.00% | +40+571.4% | Added |
| Pier Capital, LLC | 45 | $7.90K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $7.81K | 0.00% | −18−28.6% | Reduced |
| Versant Capital Management, Inc | 41 | $7.20K | 0.00% | −398−90.7% | Reduced |
| First United Bank Trust | 40 | $7.02K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 40 | $7.02K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 39 | $6.85K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $6.85K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 39 | $6.85K | 0.00% | +39 | New |
| LRI Investments, LLC | 36 | $6.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 35 | $6.14K | 0.00% | −18−34.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 35 | $6.14K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $6.00K | 0.00% | −1−2.5% | Reduced |
| Princeton Global Asset Management LLC | 31 | $5.44K | 0.00% | +31 | New |
| CoreCap Advisors, LLC | 30 | $5.27K | 0.00% | +24+400.0% | Added |
| Manchester Capital Management LLC | 28 | $4.92K | 0.00% | −204−87.9% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $4.74K | 0.00% | −15−35.7% | Reduced |
| GWM Advisors LLC | 25 | $4.39K | 0.00% | −1,208−98.0% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $4.21K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $4.21K | 0.00% | +14+140.0% | Added |
| Strategic Wealth Partners, Ltd. | 23 | $4.04K | 0.00% | +23 | New |
| Trust Co of Vermont | 22 | $3.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $3.86K | 0.00% | +9+69.2% | Added |
| Red Tortoise LLC | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $3.34K | 0.00% | −21−52.5% | Reduced |
| Howard Hughes Medical Institute | 16 | $2.81K | 0.00% | +16 | New |
| Delta Asset Management LLC | 15 | $2.63K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $2.46K | 0.00% | −29−67.4% | Reduced |
| Raffa Wealth Management, LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 14 | $2.46K | 0.00% | +14 | New |
| Tortoise Investment Management, LLC | 13 | $2.28K | 0.00% | +4+44.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 13 | $2.12K | 0.00% | +13 | New |