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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 413 | $67.0K | 0.00% | +4+1.0% | Added |
| Generali Asset Management SPA SGR | 406 | $66.1K | 0.00% | −5,072−92.6% | Reduced |
| Hollencrest Capital Management | 400 | $65.1K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 345 | $56.2K | 0.02% | +345 | New |
| Covestor Ltd | 342 | $56.0K | 0.03% | −130−27.5% | Reduced |
| Federated Hermes, Inc. | 322 | $52.4K | 0.00% | −7−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 284 | $46.2K | 0.00% | −39−12.1% | Reduced |
| Central Trust Co | 281 | $45.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $45.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 275 | $44.8K | 0.01% | +275 | New |
| Stephenson National Bank & Trust | 273 | $44.4K | 0.01% | +33+13.8% | 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 |
| Steward Partners Investment Advisory, LLC | 240 | $39.1K | 0.00% | +22+10.1% | Added |
| Sentry Investment Management LLC | 207 | $35.0K | 0.02% | −9−4.2% | Reduced |
| Whittier Trust Co | 209 | $34.9K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 208 | $33.9K | 0.02% | +10+5.1% | Added |
| Principal Securities, Inc. | 203 | $33.0K | 0.00% | −95−31.9% | Reduced |
| AdvisorNet Financial, Inc | 199 | $32.4K | 0.00% | −3−1.5% | Reduced |
| Umb Bank N A | 198 | $32.2K | 0.00% | +75+61.0% | Added |
| Loomis Sayles & Co L P | 192 | $31.3K | 0.00% | +3+1.6% | Added |
| Essential Partners LLC | 174 | $28.3K | 0.01% | +120+222.2% | Added |
| Spire Wealth Management | 148 | $24.1K | 0.00% | +95+179.2% | Added |
| IFP Advisors, Inc | 145 | $23.6K | 0.00% | +145 | Added |
| Cromwell Holdings LLC | 141 | $22.9K | 0.01% | +81+135.0% | Added |
| J.Safra Asset Management Corp | 137 | $22.3K | 0.00% | +29+26.9% | Added |
| DT Investment Partners, LLC | 136 | $22.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 132 | $21.5K | 0.00% | +132 | New |
| Clear Street Markets LLC | 130 | $21.2K | 0.01% | +80+160.0% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $20.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 122 | $19.9K | 0.00% | −66−35.1% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 120 | $19.5K | 0.01% | −50−29.4% | Reduced |
| Root Financial Partners, LLC | 117 | $19.0K | 0.00% | +117 | New |
| Clearstead Advisors, LLC | 111 | $18.1K | 0.00% | +24+27.6% | Added |
| Parkside Financial Bank & Trust | 105 | $17.1K | 0.00% | +45+75.0% | Added |
| Bell Investment Advisors, Inc | 97 | $15.8K | 0.00% | −6−5.8% | Reduced |
| TD Private Client Wealth LLC | 96 | $15.6K | 0.00% | +30+45.5% | Added |
| Leonteq Securities AG | 91 | $14.8K | 0.00% | +19+26.4% | Added |
| Caldwell Trust Co | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 85 | $13.8K | 0.00% | −6−6.6% | Reduced |
| Private Wealth Asset Management, LLC | 75 | $12.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 74 | $12.0K | 0.01% | −20−21.3% | Reduced |
| City Holding Co | 70 | $11.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 65 | $10.6K | 0.01% | −1−1.5% | Reduced |
| American National Bank | 62 | $10.1K | 0.00% | −82−56.9% | Reduced |
| Adirondack Trust Co | 60 | $9.77K | 0.00% | +60 | New |
| Frazier Financial Advisors, LLC | 59 | $9.60K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $9.52K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 61 | $9.00K | 0.00% | −3−4.7% | Reduced |
| Rothschild Investment LLC | 55 | $8.95K | 0.00% | +48+685.7% | Added |
| MAI Capital Management | 55 | $8.91K | 0.00% | −38−40.9% | Reduced |
| 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 |
| First Horizon Corp | 53 | $8.63K | 0.00% | +53 | New |
| New Age Alpha Advisors, LLC | 51 | $8.30K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $8.21K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 45 | $7.32K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $7.16K | 0.00% | +24+120.0% | Added |
| Versant Capital Management, Inc | 41 | $6.67K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 40 | $6.52K | 0.00% | −25−38.5% | Reduced |
| 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 |
| 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 |
| Valley National Advisers Inc | 41 | $6.00K | 0.00% | +2+5.1% | Added |
| LRI Investments, LLC | 36 | $5.86K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $5.84K | 0.00% | +35 | New |
| Cherry Tree Wealth Management, LLC | 35 | $5.70K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 31 | $5.05K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $4.88K | 0.00% | +28+1,400.0% | Added |
| Bruce G. Allen Investments, LLC | 27 | $4.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $4.23K | 0.00% | −9−25.7% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $3.91K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 23 | $3.74K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $3.58K | 0.00% | −6−21.4% | Reduced |
| 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 |
| Creative Financial Designs Inc | 19 | $3.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $2.93K | 0.00% | +7+63.6% | 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 |
| True Wealth Design, LLC | 15 | $2.44K | 0.00% | +4+36.4% | Added |
| Pineridge Advisors LLC | 15 | $2.44K | 0.00% | −24−61.5% | Reduced |
| Delta Asset Management LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wealth Watch Advisors, INC | 13 | $2.12K | 0.00% | +13 | New |
| Accent Capital Management, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 11 | $1.79K | 0.00% | +11 | New |
| Crowley Wealth Management, Inc. | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| 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 |
| DiNuzzo Private Wealth, Inc. | 9 | $1.48K | 0.00% | −2−18.2% | Reduced |
| Bare Financial Services, Inc | 9 | $1.47K | 0.00% | +1+12.5% | Added |
| Financial Consulate, Inc | 9 | $1.47K | 0.00% | +9 | New |
| Binnacle Investments Inc | 8 | $1.30K | 0.00% | +5+166.7% | Added |