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 |
|---|---|---|---|---|---|
| Accent Capital Management, LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | +1+9.1% | Added |
| JFS Wealth Advisors, LLC | 11 | $1.93K | 0.00% | −22−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $1.93K | 0.00% | +2+22.2% | Added |
| True Wealth Design, LLC | 11 | $1.93K | 0.00% | +3+37.5% | Added |
| South State Corp. | 11 | $1.93K | 0.00% | +5+83.3% | Added |
| Crowley Wealth Management, Inc. | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $1.76K | 0.00% | +6+150.0% | Added |
| Rialto Wealth Management, LLC | 9 | $1.58K | 0.00% | −4−30.8% | Reduced |
| MV Capital Management, Inc. | 9 | $1.58K | 0.00% | +4+80.0% | Added |
| Total Investment Management Inc | 8 | $1.41K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.41K | 0.00% | +8 | New |
| Rothschild Investment LLC | 7 | $1.23K | 0.00% | −1−12.5% | Reduced |
| Maseco LLP | 6 | $1.06K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $1.05K | 0.00% | −1−14.3% | Reduced |
| Longfellow Investment Management Co LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.05K | 0.00% | +5+500.0% | Added |
| Cornerstone Planning Group LLC | 6 | $971 | 0.00% | −2−25.0% | Reduced |
| TFC Financial Management | 4 | $703 | 0.00% | +2+100.0% | Added |
| Rise Advisors, LLC | 4 | $702 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $702 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $702 | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 4 | $702 | 0.00% | +3+300.0% | Added |
| NVWM, LLC | 4 | $702 | 0.00% | +4 | New |
| Colonial Trust Co | 4 | $702 | 0.00% | +4 | New |
| Sachetta, LLC | 3 | $527 | 0.00% | −8−72.7% | Reduced |
| Valued Wealth Advisors LLC | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3 | $527 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $527 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $493 | 0.00% | −17−89.5% | Reduced |
| Birchbrook, Inc. | 2 | $414 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $352 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $352 | 0.00% | +2 | New |
| ORG Partners LLC | 1 | $180 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $176 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $176 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $176 | 0.00% | +1 | New |
| CCLA Investment Management Ltd | 0 | $0 | 0.00% | −385,624−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −179,779−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −52,149−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −36,413−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −35,792−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −29,231−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −21,913−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −17,399−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −17,237−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −14,760−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,432−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −12,185−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −8,421−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,365−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −8,015−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −5,645−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,224−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −5,183−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,559−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,382−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,647−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| Safeguard Investment Advisory Group, LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Evelyn Partners Asset Management Ltd | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Boyd Watterson Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |