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, Q3 2025
Institutional positions in Idex Corp as of Sep 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
- 634
- +2 vs. Q2 2025
- Shares held
- 75.7M
- −633.6K (−0.8%) vs. Q2 2025
- Total value
- $12.3B
- −$1.10B (−8.2%) vs. Q2 2025
- New holders
- 82
- 205 more added
- Sold out
- 80
- 251 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 3 | $0 | 0.00% | −9−75.0% | Reduced |
| Activest Wealth Management | 1 | $163 | 0.00% | −48−98.0% | Reduced |
| MV Capital Management, Inc. | 1 | $163 | 0.00% | −8−88.9% | Reduced |
| TFC Financial Management | 1 | $163 | 0.00% | −3−75.0% | Reduced |
| American Capital Advisory, LLC | 1 | $163 | 0.00% | −2−66.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $163 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $163 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $163 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $163 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $326 | 0.00% | −7−77.8% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $326 | 0.00% | −4−66.7% | Reduced |
| Colonial Trust Co | 2 | $326 | 0.00% | −2−50.0% | Reduced |
| Birchbrook, Inc. | 2 | $384 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $488 | 0.00% | −1−25.0% | Reduced |
| NBC Securities, Inc. | 3 | $488 | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $489 | 0.00% | −5−62.5% | Reduced |
| Atlantic Trust, LLC | 3 | $489 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $489 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $498 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $651 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $651 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4 | $712 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 6 | $977 | 0.00% | −7−53.8% | Reduced |
| SJS Investment Consulting Inc. | 6 | $977 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 6 | $990 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7 | $1.14K | 0.00% | −38−84.4% | Reduced |
| S&T Bank | 7 | $1.14K | 0.00% | −7−50.0% | Reduced |
| UMA Financial Services, Inc. | 7 | $1.14K | 0.00% | +7 | New |
| Binnacle Investments Inc | 8 | $1.30K | 0.00% | +5+166.7% | Added |
| Bare Financial Services, Inc | 9 | $1.47K | 0.00% | +1+12.5% | Added |
| Financial Consulate, Inc | 9 | $1.47K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $1.48K | 0.00% | −2−18.2% | Reduced |
| Asset Dedication, LLC | 10 | $1.63K | 0.00% | −14−58.3% | Reduced |
| Proffitt & Goodson Inc | 10 | $1.63K | 0.00% | +10 | New |
| Aspect Partners, LLC | 10 | $1.63K | 0.00% | +10 | New |
| Crowley Wealth Management, Inc. | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 11 | $1.79K | 0.00% | +11 | New |
| Accent Capital Management, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 13 | $2.12K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 14 | $2.28K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $2.28K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 15 | $2.44K | 0.00% | −24−61.5% | Reduced |
| Delta Asset Management LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $2.44K | 0.00% | +4+36.4% | Added |
| Howard Hughes Medical Institute | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $2.60K | 0.00% | +6+60.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $2.93K | 0.00% | +7+63.6% | Added |
| Creative Financial Designs Inc | 19 | $3.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $3.42K | 0.00% | −4−16.0% | Reduced |
| Fortitude Family Office, LLC | 21 | $3.42K | 0.00% | −1−4.5% | Reduced |
| Manchester Capital Management LLC | 22 | $3.58K | 0.00% | −6−21.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 23 | $3.74K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $3.91K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $4.23K | 0.00% | −9−25.7% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $4.39K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $4.88K | 0.00% | +28+1,400.0% | Added |
| Princeton Global Asset Management LLC | 31 | $5.05K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $5.70K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $5.84K | 0.00% | +35 | New |
| LRI Investments, LLC | 36 | $5.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 41 | $6.00K | 0.00% | +2+5.1% | Added |
| Global X Japan Co., Ltd. | 39 | $6.35K | 0.00% | −13−25.0% | Reduced |
| Investors Research Corp | 39 | $6.35K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 39 | $6.35K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 40 | $6.51K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 40 | $6.51K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 40 | $6.52K | 0.00% | −25−38.5% | Reduced |
| Versant Capital Management, Inc | 41 | $6.67K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $7.16K | 0.00% | +24+120.0% | Added |
| Pier Capital, LLC | 45 | $7.32K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $8.21K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 51 | $8.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 53 | $8.63K | 0.00% | +53 | New |
| Webster Bank, N. A. | 54 | $8.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $8.79K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 54 | $8.79K | 0.00% | +54 | New |
| MAI Capital Management | 55 | $8.91K | 0.00% | −38−40.9% | Reduced |
| Rothschild Investment LLC | 55 | $8.95K | 0.00% | +48+685.7% | Added |
| Hemington Wealth Management | 61 | $9.00K | 0.00% | −3−4.7% | Reduced |
| Key Financial Inc | 58 | $9.52K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $9.60K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 60 | $9.77K | 0.00% | +60 | New |
| American National Bank | 62 | $10.1K | 0.00% | −82−56.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 65 | $10.6K | 0.01% | −1−1.5% | Reduced |
| City Holding Co | 70 | $11.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 74 | $12.0K | 0.01% | −20−21.3% | Reduced |
| Private Wealth Asset Management, LLC | 75 | $12.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 85 | $13.8K | 0.00% | −6−6.6% | Reduced |
| Caldwell Trust Co | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 91 | $14.8K | 0.00% | +19+26.4% | Added |
| TD Private Client Wealth LLC | 96 | $15.6K | 0.00% | +30+45.5% | Added |
| Bell Investment Advisors, Inc | 97 | $15.8K | 0.00% | −6−5.8% | Reduced |
| Parkside Financial Bank & Trust | 105 | $17.1K | 0.00% | +45+75.0% | Added |
| Clearstead Advisors, LLC | 111 | $18.1K | 0.00% | +24+27.6% | Added |