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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 117 | $19.0K | 0.00% | +117 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 120 | $19.5K | 0.01% | −50−29.4% | Reduced |
| Massmutual Trust Co FSB | 122 | $19.9K | 0.00% | −66−35.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $20.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 130 | $21.2K | 0.01% | +80+160.0% | Added |
| Wealthspire Advisors, LLC | 132 | $21.5K | 0.00% | +132 | New |
| DT Investment Partners, LLC | 136 | $22.1K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 137 | $22.3K | 0.00% | +29+26.9% | Added |
| Cromwell Holdings LLC | 141 | $22.9K | 0.01% | +81+135.0% | Added |
| IFP Advisors, Inc | 145 | $23.6K | 0.00% | +145 | Added |
| Spire Wealth Management | 148 | $24.1K | 0.00% | +95+179.2% | Added |
| Essential Partners LLC | 174 | $28.3K | 0.01% | +120+222.2% | Added |
| Loomis Sayles & Co L P | 192 | $31.3K | 0.00% | +3+1.6% | Added |
| Umb Bank N A | 198 | $32.2K | 0.00% | +75+61.0% | Added |
| AdvisorNet Financial, Inc | 199 | $32.4K | 0.00% | −3−1.5% | Reduced |
| Principal Securities, Inc. | 203 | $33.0K | 0.00% | −95−31.9% | Reduced |
| Onefund, LLC | 208 | $33.9K | 0.02% | +10+5.1% | Added |
| Whittier Trust Co | 209 | $34.9K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 207 | $35.0K | 0.02% | −9−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 240 | $39.1K | 0.00% | +22+10.1% | Added |
| Caitong International Asset Management Co., Ltd | 272 | $44.3K | 0.03% | +26+10.6% | Added |
| Allworth Financial LP | 272 | $44.3K | 0.00% | +124+83.8% | Added |
| Stephenson National Bank & Trust | 273 | $44.4K | 0.01% | +33+13.8% | Added |
| Central Pacific Bank - Trust Division | 275 | $44.8K | 0.01% | +275 | New |
| Smithfield Trust Co | 277 | $45.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 281 | $45.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 284 | $46.2K | 0.00% | −39−12.1% | Reduced |
| Federated Hermes, Inc. | 322 | $52.4K | 0.00% | −7−2.1% | Reduced |
| Covestor Ltd | 342 | $56.0K | 0.03% | −130−27.5% | Reduced |
| United Community Bank | 345 | $56.2K | 0.02% | +345 | New |
| Hollencrest Capital Management | 400 | $65.1K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 406 | $66.1K | 0.00% | −5,072−92.6% | Reduced |
| Penserra Capital Management LLC | 413 | $67.0K | 0.00% | +4+1.0% | Added |
| Orion Capital Management LLC | 413 | $67.2K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 449 | $73.1K | 0.00% | +449 | New |
| Dougherty Wealth Advisers LLC | 455 | $74.1K | 0.05% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 469 | $76.4K | 0.00% | +469 | New |
| Ronald Blue Trust, Inc. | 478 | $77.8K | 0.00% | +32+7.2% | Added |
| State of Wyoming | 492 | $80.1K | 0.01% | −2,058−80.7% | Reduced |
| Ancora Advisors, LLC | 494 | $80.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 517 | $84.2K | 0.00% | +147+39.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 518 | $84.3K | 0.02% | +454+709.4% | Added |
| Acadian Asset Management LLC | 527 | $85.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 528 | $85.9K | 0.01% | +528 | New |
| Point72 (DIFC) Ltd | 534 | $87.0K | 0.01% | +534 | New |
| Brown Brothers Harriman & Co | 562 | $91.5K | 0.00% | −134−19.3% | Reduced |
| Bessemer Group Inc | 577 | $94.0K | 0.00% | +82+16.6% | Added |
| Dynamic Wealth Strategies, LLC | 595 | $96.8K | 0.06% | +595 | New |
| CX Institutional | 594 | $97.0K | 0.00% | +147+32.9% | Added |
| Employees Retirement System of Texas | 606 | $99.0K | 0.00% | +606 | New |
| Walleye Trading LLC | 636 | $103.5K | 0.00% | −4,665−88.0% | Reduced |
| Advisory Services Network, LLC | 648 | $105.5K | 0.00% | +648 | New |
| Godsey & Gibb Associates | 650 | $105.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 664 | $108.1K | 0.00% | +104+18.6% | Added |
| Banque de Luxembourg S.A. | 700 | $113.9K | 0.06% | +573+451.2% | Added |
| Ameritas Investment Partners, Inc. | 713 | $116.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 719 | $117.0K | 0.00% | −494−40.7% | Reduced |
| Quadrant Capital Group LLC | 758 | $123.4K | 0.00% | −1,717−69.4% | Reduced |
| Turning Point Benefit Group, Inc. | 789 | $129.5K | 0.08% | +789 | New |
| Rossby Financial, LCC | 793 | $130.1K | 0.04% | −56−6.6% | Reduced |
| Huntington National Bank | 814 | $132.5K | 0.00% | +112+16.0% | Added |
| Global Retirement Partners, LLC | 823 | $134.0K | 0.00% | −17−2.0% | Reduced |
| Creekmur Asset Management LLC | 850 | $138.3K | 0.02% | −523−38.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 889 | $144.7K | 0.07% | −3,521−79.8% | Reduced |
| Zions Bancorporation, National Association | 911 | $148.3K | 0.01% | +681+296.1% | Added |
| Centerpoint Advisors, LLC | 958 | $156.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 996 | $162.0K | 0.00% | +635+175.9% | Added |
| GAMMA Investing LLC | 996 | $162.1K | 0.01% | −309−23.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,027 | $167.2K | 0.14% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,042 | $169.6K | 0.01% | −11−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,092 | $177.7K | 0.00% | −2,020−64.9% | Reduced |
| SG Americas Securities, LLC | 1,165 | $190.0K | 0.00% | −14,471−92.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,191 | $193.8K | 0.00% | +1,117+1,509.5% | Added |
| Simmons Bank | 1,245 | $202.6K | 0.01% | −440−26.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,250 | $202.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,268 | $206.3K | 0.01% | +225+21.6% | Added |
| Patton Fund Management, Inc. | 1,273 | $207.2K | 0.04% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,293 | $210.4K | 0.00% | +1,293 | New |
| Claret Asset Management Corp | 1,302 | $212.0K | 0.03% | −18−1.4% | Reduced |
| Ground Swell Capital, LLC | 1,306 | $212.6K | 0.46% | +1,306 | New |
| Shell Asset Management Co | 1,311 | $213.0K | 0.02% | −1,086−45.3% | Reduced |
| Blueshift Asset Management, LLC | 1,313 | $213.7K | 0.07% | −3,727−73.9% | Reduced |
| Jones Financial Companies LLLP | 1,330 | $214.6K | 0.00% | +537+67.7% | Added |
| Forum Financial Management, LP | 1,332 | $216.8K | 0.00% | −142−9.6% | Reduced |
| Virtu Financial LLC | 1,336 | $217.0K | 0.01% | −5,107−79.3% | Reduced |
| NEOS Investment Management LLC | 1,340 | $218.1K | 0.00% | +1,340 | New |
| Checchi Capital Advisers, LLC | 1,365 | $222.2K | 0.02% | +12+0.9% | Added |
| Equitable Trust Co | 1,369 | $222.8K | 0.01% | +102+8.1% | Added |
| OneAscent Investment Solutions LLC | 1,383 | $225.1K | 0.24% | −146−9.5% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $227.9K | 0.03% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,428 | $232.4K | 0.08% | +1,428 | New |
| Advisory Alpha, LLC | 1,410 | $232.9K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,431 | $232.9K | 0.02% | +1,431 | New |
| MUFG Securities EMEA plc | 1,441 | $234.5K | 0.01% | +1,218+546.2% | Added |
| RMR Wealth Builders | 1,463 | $238.1K | 0.02% | +5+0.3% | Added |
| Polymer Capital Management (US) LLC | 1,470 | $239.3K | 0.03% | +1,470 | New |
| Salvus Wealth Management, LLC | 1,485 | $241.7K | 0.14% | +1,485 | New |
| HB Wealth Management, LLC | 1,499 | $244.0K | 0.00% | +326+27.8% | Added |
| Bahl & Gaynor Inc | 1,509 | $245.6K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,517 | $246.9K | 0.01% | +30+2.0% | Added |