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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 7 | $1.25K | 0.00% | +3+75.0% | Added |
| Avion Wealth | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $890 | 0.00% | +3+150.0% | Added |
| Nemes Rush Group LLC | 5 | $890 | 0.00% | +5 | New |
| Wealth Enhancement Trust Services, Inc. | 5 | $890 | 0.00% | +5 | New |
| Clark Wealth Partners | 4 | $712 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $684 | 0.00% | +2+100.0% | Added |
| Valued Wealth Advisors LLC | 3 | $534 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $534 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $534 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $534 | 0.00% | +1+50.0% | Added |
| Bogart Wealth, LLC | 3 | $534 | 0.00% | +3 | New |
| CVA Family Office, LLC | 3 | $534 | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 3 | $534 | 0.00% | +3 | New |
| IMG Wealth Management, Inc. | 3 | $534 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $534 | 0.01% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $534 | 0.00% | +3 | New |
| Birchbrook, Inc. | 2 | $420 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $356 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $196 | 0.00% | −5−83.3% | Reduced |
| MV Capital Management, Inc. | 1 | $178 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $178 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $178 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 1 | $178 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −170,425−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −116,241−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −90,772−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −68,130−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −53,190−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,897−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −33,748−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,643−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −15,525−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,785−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −14,540−100.0% | Sold out |
| Tounjian Advisory Partners, LLC | 0 | $0 | 0.00% | −14,286−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −11,683−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,584−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −11,579−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −11,079−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −9,459−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −8,931−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −7,774−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −7,739−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −6,442−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,175−100.0% | Sold out |
| Albert D Mason Inc | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,684−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −3,199−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −3,083−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −1,861−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,742−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,639−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Scratch Capital LLC | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −889−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Dougherty Wealth Advisers LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |