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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 277 | $50.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 267 | $47.5K | 0.00% | +156+140.5% | Added |
| McMillan Office, Inc. | 261 | $46.4K | 0.01% | +261 | New |
| Steward Partners Investment Advisory, LLC | 242 | $43.1K | 0.00% | +2+0.8% | Added |
| Vega Investment Solutions | 230 | $40.9K | 0.01% | +230 | New |
| Onefund, LLC | 219 | $39.0K | 0.02% | +11+5.3% | Added |
| AdvisorNet Financial, Inc | 218 | $38.8K | 0.00% | +19+9.5% | Added |
| Whittier Trust Co | 209 | $38.4K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 207 | $37.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 206 | $36.7K | 0.00% | +8+4.0% | Added |
| Cromwell Holdings LLC | 199 | $35.4K | 0.02% | +58+41.1% | Added |
| Loomis Sayles & Co L P | 184 | $32.7K | 0.00% | −8−4.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 182 | $32.4K | 0.00% | +182 | New |
| SageView Advisory Group, LLC | 152 | $27.1K | 0.00% | +152 | New |
| Laurel Wealth Advisors LLC | 150 | $26.7K | 0.00% | +150 | New |
| GoalVest Advisory LLC | 148 | $26.3K | 0.01% | +148 | New |
| Parkside Financial Bank & Trust | 137 | $24.4K | 0.00% | +32+30.5% | Added |
| J.Safra Asset Management Corp | 137 | $24.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 136 | $24.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 135 | $24.0K | 0.00% | +44+48.4% | Added |
| Itau Unibanco Holding S.A. | 134 | $23.8K | 0.00% | +80+148.1% | Added |
| Root Financial Partners, LLC | 132 | $23.5K | 0.00% | +15+12.8% | Added |
| Rossby Financial, LCC | 131 | $23.3K | 0.01% | −662−83.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $23.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 129 | $23.0K | 0.00% | −16−11.0% | Reduced |
| SRS Capital Advisors, Inc. | 125 | $22.2K | 0.00% | −1,066−89.5% | Reduced |
| 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 |
| TD Private Client Wealth LLC | 118 | $21.0K | 0.00% | +22+22.9% | Added |
| Clear Street Markets LLC | 112 | $19.9K | 0.00% | −18−13.8% | Reduced |
| MAI Capital Management | 106 | $18.8K | 0.00% | +51+92.7% | Added |
| DV Equities, LLC | 105 | $18.7K | 0.00% | +105 | New |
| Spire Wealth Management | 103 | $18.3K | 0.00% | −45−30.4% | Reduced |
| Board of the Pension Protection Fund | 100 | $17.8K | 0.02% | +100 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $17.8K | 0.00% | +100 | New |
| Caldwell Trust Co | 85 | $15.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 77 | $13.7K | 0.01% | +3+4.1% | Added |
| Private Wealth Asset Management, LLC | 75 | $13.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 73 | $13.0K | 0.00% | +67+1,116.7% | Added |
| City Holding Co | 70 | $12.5K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 65 | $11.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 64 | $11.4K | 0.00% | +49+326.7% | Added |
| American National Bank | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $10.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $10.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 57 | $10.1K | 0.00% | +7+14.0% | Added |
| Meramec Financial Planners, LLC | 46 | $9.72K | 0.00% | +46 | New |
| Webster Bank, N. A. | 54 | $9.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $9.61K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 53 | $9.43K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 42 | $8.77K | 0.00% | +42 | New |
| Geneos Wealth Management Inc. | 45 | $8.04K | 0.00% | −40−47.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 43 | $8.00K | 0.00% | −636,900−100.0% | Reduced |
| Red Tortoise LLC | 44 | $7.83K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 43 | $7.65K | 0.00% | +36+514.3% | Added |
| Activest Wealth Management | 42 | $7.47K | 0.00% | +41+4,100.0% | Added |
| Versant Capital Management, Inc | 41 | $7.30K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 41 | $7.30K | 0.00% | +41 | New |
| Strengthening Families & Communities, LLC | 40 | $7.16K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 43 | $7.00K | 0.00% | +2+4.9% | Added |
| Investors Research Corp | 39 | $6.94K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 39 | $6.94K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $6.41K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $6.23K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 34 | $6.15K | 0.00% | −1−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $5.87K | 0.00% | +15+83.3% | Added |
| Princeton Global Asset Management LLC | 31 | $5.52K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 31 | $5.52K | 0.00% | +31 | New |
| Crewe Advisors LLC | 30 | $5.34K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 28 | $4.98K | 0.00% | +28 | New |
| Bruce G. Allen Investments, LLC | 27 | $4.80K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $4.27K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 21 | $3.73K | 0.00% | +21 | New |
| Creative Financial Designs Inc | 19 | $3.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $3.38K | 0.00% | +19 | New |
| Cornerstone Financial Management LLC | 18 | $3.20K | 0.00% | +18 | New |
| GWM Advisors LLC | 17 | $3.02K | 0.00% | −4−19.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 17 | $3.01K | 0.00% | +17 | New |
| IFC & Insurance Marketing, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Howard Hughes Medical Institute | 16 | $2.85K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $2.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $2.85K | 0.00% | +16 | New |
| Pier Capital, LLC | 15 | $2.67K | 0.00% | −30−66.7% | Reduced |
| Delta Asset Management LLC | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $2.31K | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 13 | $2.31K | 0.00% | −8−38.1% | Reduced |
| Wealth Watch Advisors, INC | 13 | $2.31K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $2.14K | 0.00% | −10−45.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.14K | 0.00% | +3+33.3% | Added |
| Financial Consulate, Inc | 12 | $2.14K | 0.00% | +3+33.3% | Added |
| UMA Financial Services, Inc. | 12 | $2.14K | 0.00% | +5+71.4% | Added |
| Bell Investment Advisors, Inc | 11 | $1.96K | 0.00% | −86−88.7% | Reduced |
| Tompkins Financial Corp | 11 | $1.96K | 0.00% | +11 | New |
| Kingdom Financial Group LLC. | 10 | $1.84K | 0.00% | +10 | New |
| Asset Dedication, LLC | 10 | $1.78K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $1.78K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,617 | $1.46K | 0.00% | +2,617 | New |
| Networth Advisors, LLC | 7 | $1.25K | 0.00% | +7 | New |