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, Q4 2025
Institutional positions in Idex Corp as of Dec 31, 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
- 630
- +10 vs. Q3 2025
- Shares held
- 77.1M
- +1.62M (+2.1%) vs. Q3 2025
- Total value
- $13.7B
- +$1.46B (+11.9%) vs. Q3 2025
- New holders
- 95
- 195 more added
- Sold out
- 85
- 224 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 112 | $19.9K | 0.00% | −18−13.8% | Reduced |
| TD Private Client Wealth LLC | 118 | $21.0K | 0.00% | +22+22.9% | Added |
| Massmutual Trust Co FSB | 120 | $21.4K | 0.00% | −2−1.6% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 120 | $21.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $22.2K | 0.00% | −1,066−89.5% | Reduced |
| IFP Advisors, Inc | 129 | $23.0K | 0.00% | −16−11.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 131 | $23.3K | 0.01% | −662−83.5% | Reduced |
| Root Financial Partners, LLC | 132 | $23.5K | 0.00% | +15+12.8% | Added |
| Itau Unibanco Holding S.A. | 134 | $23.8K | 0.00% | +80+148.1% | Added |
| Leonteq Securities AG | 135 | $24.0K | 0.00% | +44+48.4% | Added |
| DT Investment Partners, LLC | 136 | $24.2K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 137 | $24.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 137 | $24.4K | 0.00% | +32+30.5% | Added |
| GoalVest Advisory LLC | 148 | $26.3K | 0.01% | +148 | New |
| Laurel Wealth Advisors LLC | 150 | $26.7K | 0.00% | +150 | New |
| SageView Advisory Group, LLC | 152 | $27.1K | 0.00% | +152 | New |
| Pinnacle Wealth Planning Services, Inc. | 182 | $32.4K | 0.00% | +182 | New |
| Loomis Sayles & Co L P | 184 | $32.7K | 0.00% | −8−4.2% | Reduced |
| Cromwell Holdings LLC | 199 | $35.4K | 0.02% | +58+41.1% | Added |
| Umb Bank N A | 206 | $36.7K | 0.00% | +8+4.0% | Added |
| Sentry Investment Management LLC | 207 | $37.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 209 | $38.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 218 | $38.8K | 0.00% | +19+9.5% | Added |
| Onefund, LLC | 219 | $39.0K | 0.02% | +11+5.3% | Added |
| Vega Investment Solutions | 230 | $40.9K | 0.01% | +230 | New |
| Steward Partners Investment Advisory, LLC | 242 | $43.1K | 0.00% | +2+0.8% | Added |
| McMillan Office, Inc. | 261 | $46.4K | 0.01% | +261 | New |
| Clearstead Advisors, LLC | 267 | $47.5K | 0.00% | +156+140.5% | Added |
| Smithfield Trust Co | 277 | $50.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 281 | $50.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 332 | $56.5K | 0.00% | +332 | New |
| Federated Hermes, Inc. | 319 | $56.8K | 0.00% | −3−0.9% | Reduced |
| Godsey & Gibb Associates | 325 | $57.8K | 0.01% | −325−50.0% | Reduced |
| Tema ETFs LLC | 361 | $64.2K | 0.00% | +361 | New |
| United Community Bank | 365 | $64.9K | 0.02% | +20+5.8% | Added |
| Hollencrest Capital Management | 400 | $71.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 408 | $72.0K | 0.00% | −5−1.2% | Reduced |
| Generali Asset Management SPA SGR | 406 | $72.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 407 | $72.4K | 0.02% | +233+133.9% | Added |
| Orion Capital Management LLC | 413 | $73.5K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 419 | $74.6K | 0.01% | −99−19.1% | Reduced |
| Turning Point Benefit Group, Inc. | 471 | $83.8K | 0.04% | −318−40.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 491 | $87.4K | 0.00% | −601−55.0% | Reduced |
| Ecofi Investissements SA | 500 | $89.0K | 0.06% | −25,600−98.1% | Reduced |
| Osbon Capital Management LLC | 511 | $90.8K | 0.09% | +511 | New |
| Ronald Blue Trust, Inc. | 521 | $92.7K | 0.00% | +43+9.0% | Added |
| Acadian Asset Management LLC | 527 | $93.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 555 | $98.8K | 0.00% | −164−22.8% | Reduced |
| Kestra Advisory Services, LLC | 577 | $102.7K | 0.00% | +577 | New |
| Bessemer Group Inc | 580 | $103.0K | 0.00% | +3+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 582 | $103.6K | 0.00% | +298+104.9% | Added |
| Allworth Financial LP | 597 | $106.2K | 0.00% | +325+119.5% | Added |
| Employees Retirement System of Texas | 606 | $108.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 614 | $109.0K | 0.06% | +272+79.5% | Added |
| Central Pacific Bank - Trust Division | 625 | $111.2K | 0.01% | +350+127.3% | Added |
| Dynamic Wealth Strategies, LLC | 634 | $112.8K | 0.07% | +39+6.6% | Added |
| Quent Capital, LLC | 647 | $115.1K | 0.01% | +119+22.5% | Added |
| Ameritas Investment Partners, Inc. | 671 | $119.4K | 0.00% | −42−5.9% | Reduced |
| Banque de Luxembourg S.A. | 700 | $124.6K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 780 | $138.9K | 0.00% | +263+50.9% | Added |
| Huntington National Bank | 796 | $141.6K | 0.00% | −18−2.2% | Reduced |
| Ancora Advisors, LLC | 828 | $147.3K | 0.00% | +334+67.6% | Added |
| Quarry LP | 869 | $154.6K | 0.03% | +869 | New |
| Parallel Advisors, LLC | 872 | $155.2K | 0.00% | +208+31.3% | Added |
| CX Institutional | 879 | $156.0K | 0.00% | +285+48.0% | Added |
| Zions Bancorporation, National Association | 911 | $162.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 958 | $170.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 973 | $173.1K | 0.01% | +215+28.4% | Added |
| Havemeyer Place LP | 975 | $173.5K | 0.03% | +975 | New |
| MeadowBrook Investment Advisors LLC | 1,021 | $181.7K | 0.15% | −6−0.6% | Reduced |
| GAMMA Investing LLC | 1,046 | $186.1K | 0.01% | +50+5.0% | Added |
| TCW Group Inc | 1,129 | $200.9K | 0.00% | +1,129 | New |
| Sovereign's Capital Management, LLC | 1,140 | $202.9K | 0.12% | −1,654−59.2% | Reduced |
| Studio Investment Management LLC | 1,141 | $203.0K | 0.04% | +1,141 | New |
| Rothschild Investment LLC | 1,157 | $205.9K | 0.01% | +1,102+2,003.6% | Added |
| EP Wealth Advisors, LLC | 1,178 | $209.6K | 0.00% | +1,178 | New |
| Davenport & Co LLC | 1,194 | $212.5K | 0.00% | −575−32.5% | Reduced |
| PFG Investments, LLC | 1,197 | $213.1K | 0.01% | +1,197 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,200 | $213.5K | 0.00% | −12,563−91.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,200 | $213.5K | 0.03% | +1,200 | New |
| Checchi Capital Advisers, LLC | 1,230 | $218.9K | 0.01% | −135−9.9% | Reduced |
| Global Retirement Partners, LLC | 1,231 | $219.0K | 0.00% | +408+49.6% | Added |
| Sheets Smith Wealth Management | 1,231 | $219.0K | 0.02% | +1,231 | New |
| Perigon Wealth Management, LLC | 1,232 | $219.2K | 0.00% | +1,232 | New |
| Patton Fund Management, Inc. | 1,273 | $226.5K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,288 | $229.0K | 0.00% | +292+29.3% | Added |
| Claret Asset Management Corp | 1,299 | $231.0K | 0.03% | −3−0.2% | Reduced |
| Krilogy Financial LLC | 1,184 | $231.2K | 0.01% | +1,184 | New |
| Washington Capital Management Inc | 1,300 | $231.3K | 0.19% | +1,300 | New |
| Fiduciary Trust Co | 1,301 | $231.5K | 0.00% | −583−30.9% | Reduced |
| Caerus Investment Advisors, LLC | 1,331 | $236.8K | 0.08% | +1,331 | New |
| Manning & Napier Advisors LLC | 1,339 | $240.1K | 0.00% | +1,339 | New |
| NEOS Investment Management LLC | 1,355 | $241.1K | 0.00% | +15+1.1% | Added |
| Equitable Trust Co | 1,369 | $243.6K | 0.01% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,383 | $246.1K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,390 | $247.4K | 0.01% | +122+9.6% | Added |
| Integrated Wealth Concepts LLC | 1,395 | $248.2K | 0.00% | +1,395 | New |
| Wallington Asset Management, LLC | 1,400 | $249.1K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 1,405 | $250.0K | 0.02% | −368−20.8% | Reduced |