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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 634 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ3 2025: $12.3B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2025.

Institutions holding IEX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
UMA Financial Services, Inc.7$1.14K0.00%+7New
Private Trust Co NA7$1.14K0.00%−38−84.4%Reduced
S&T Bank7$1.14K0.00%−7−50.0%Reduced
Cornerstone Planning Group LLC6$1.02K0.00%00.0%Unchanged
Cloud Capital Management, LLC9$1.00K0.00%+9New
Maseco LLP6$9900.00%00.0%Unchanged
Tortoise Investment Management, LLC6$9770.00%−7−53.8%Reduced
SJS Investment Consulting Inc.6$9770.00%00.0%Unchanged
Clark Wealth Partners4$7120.00%+4New
Bay Harbor Wealth Management, LLC4$6510.00%00.0%Unchanged
Rise Advisors, LLC4$6510.00%00.0%Unchanged
Sound Income Strategies, LLC3$4980.00%+3New
Kilter Group LLC3$4890.00%−5−62.5%Reduced
Atlantic Trust, LLC3$4890.00%00.0%Unchanged
Valued Wealth Advisors LLC3$4890.00%00.0%Unchanged
HFM Investment Advisors, LLC3$4880.00%−1−25.0%Reduced
NBC Securities, Inc.3$4880.00%+3New
Birchbrook, Inc.2$3840.00%00.0%Unchanged
Rialto Wealth Management, LLC2$3260.00%−7−77.8%Reduced
Principia Wealth Advisory, LLC2$3260.00%−4−66.7%Reduced
Colonial Trust Co2$3260.00%−2−50.0%Reduced
Dunhill Financial, LLC2$2920.00%00.0%Unchanged
Activest Wealth Management1$1630.00%−48−98.0%Reduced
MV Capital Management, Inc.1$1630.00%−8−88.9%Reduced
TFC Financial Management1$1630.00%−3−75.0%Reduced
American Capital Advisory, LLC1$1630.00%−2−66.7%Reduced
GPS Wealth Strategies Group, LLC1$1630.00%00.0%Unchanged
Quest Partners LLC1$1630.00%00.0%Unchanged
Rakuten Securities, Inc.1$1630.00%+1New
Seneschal Advisors, LLC1$1630.00%+1New
North Capital, Inc.1$1630.00%+1New
Winnow Wealth LLC1$1630.00%+1New
Avion Wealth3$00.00%−9−75.0%Reduced
Bank of Montreal49,681––+9,118+22.5%Added
Erste Asset Management GmbH0$00.00%−11,230−100.0%Sold out
Weiss Asset Management LP0$00.00%−334,529−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−328,353−100.0%Sold out
Twinbeech Capital LP0$00.00%−132,025−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−111,420−100.0%Sold out
Jane Street Group, LLC0$00.00%−94,215−100.0%Sold out
Magnetar Financial LLC0$00.00%−52,885−100.0%Sold out
AXA S.A.0$00.00%−37,275−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−31,050−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−30,761−100.0%Sold out
Capital Fund Management S.A.0$00.00%−18,083−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−17,831−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−15,098−100.0%Sold out
Oak Thistle LLC0$00.00%−13,874−100.0%Sold out
Independent Advisor Alliance0$00.00%−13,357−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−11,750−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−10,407−100.0%Sold out
Centiva Capital, LP0$00.00%−10,253−100.0%Sold out
Groupama Asset Managment0$00.00%−10,194−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−9,793−100.0%Sold out
Mediolanum International Funds Ltd0$00.00%−8,540−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−6,018−100.0%Sold out
Alps Advisors Inc0$00.00%−5,960−100.0%Sold out
Versor Investments LP0$00.00%−4,991−100.0%Sold out
Regency Capital Management Inc.0$00.00%−4,959−100.0%Sold out
111 Capital0$00.00%−4,778−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−4,207−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−4,205−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−4,044−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−3,346−100.0%Sold out
Woodline Partners LP0$00.00%−3,311−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−3,247−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,624−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−2,553−100.0%Sold out
Park Avenue Securities LLC0$00.00%−2,388−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,300−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−2,250−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−2,007−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−1,965−100.0%Sold out
Regions Financial Corp0$00.00%−1,791−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super0$00.00%−1,720−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−1,569−100.0%Sold out
Andra AP-fonden0$00.00%−1,500−100.0%Sold out
Cadent Capital Advisors, LLC0$00.00%−1,482−100.0%Sold out
Gen-Wealth Partners Inc0$00.00%−1,481−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−1,414−100.0%Sold out
Benjamin Edwards Inc0$00.00%−1,403−100.0%Sold out
Argent Trust Co0$00.00%−1,398−100.0%Sold out
MBB Public Markets I LLC0$00.00%−1,389−100.0%Sold out
MQS Management LLC0$00.00%−1,372−100.0%Sold out
Scientech Research LLC0$00.00%−1,359−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−1,355−100.0%Sold out
Texas Bank & Trust Co0$00.00%−1,350−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−1,307−100.0%Sold out
Ethic Inc.0$00.00%−1,278−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−1,232−100.0%Sold out
Quarry LP0$00.00%−1,215−100.0%Sold out
Arthur M. Cohen & Associates, LLC0$00.00%−1,200−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−1,194−100.0%Sold out
PFG Investments, LLC0$00.00%−1,190−100.0%Sold out
Oxford Asset Management LLP0$00.00%−1,152−100.0%Sold out
Walleye Capital LLC0$00.00%−945−100.0%Sold out
Skopos Labs, Inc.0$00.00%−509−100.0%Sold out
Intact Investment Management Inc.0$00.00%−400−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−381−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−143−100.0%Sold out