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, Q1 2026
Institutional positions in Idex Corp as of Mar 31, 2026. 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
- 677
- +57 vs. Q4 2025
- Shares held
- 74.9M
- +7.90M (+11.8%) vs. Q4 2025
- Total value
- $14.2B
- +$2.25B (+18.9%) vs. Q4 2025
- New holders
- 112
- 232 more added
- Sold out
- 55
- 208 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 69 | $13.1K | 0.00% | +5+7.8% | Added |
| City Holding Co | 70 | $13.3K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 70 | $13.3K | 0.00% | +70 | New |
| Private Wealth Asset Management, LLC | 75 | $14.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 78 | $14.8K | 0.01% | +1+1.3% | Added |
| CVA Family Office, LLC | 78 | $14.8K | 0.00% | +75+2,500.0% | Added |
| Caldwell Trust Co | 85 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $17.1K | 0.00% | +90 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 102 | $19.0K | 0.00% | −44,393−99.8% | Reduced |
| Rakuten Securities, Inc. | 103 | $19.5K | 0.01% | +102+10,200.0% | Added |
| Massmutual Trust Co FSB | 109 | $20.7K | 0.00% | −11−9.2% | Reduced |
| Quarry LP | 116 | $22.0K | 0.00% | −753−86.7% | Reduced |
| Leonteq Securities AG | 117 | $22.2K | 0.00% | −18−13.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 119 | $22.6K | 0.00% | −63−34.6% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 120 | $22.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 120 | $22.7K | 0.00% | +2+1.7% | Added |
| MAI Capital Management | 123 | $23.3K | 0.00% | +17+16.0% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $23.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 126 | $23.9K | 0.00% | −3−2.3% | Reduced |
| Loomis Sayles & Co L P | 132 | $25.0K | 0.00% | −52−28.3% | Reduced |
| DT Investment Partners, LLC | 136 | $25.8K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 137 | $26.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 140 | $26.5K | 0.00% | +140 | New |
| GoalVest Advisory LLC | 148 | $28.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 149 | $28.2K | 0.00% | +76+104.1% | Added |
| Rossby Financial, LCC | 149 | $28.6K | 0.01% | +18+13.7% | Added |
| Spire Wealth Management | 156 | $29.6K | 0.00% | +53+51.5% | Added |
| Ares Financial Consulting, LLC | 156 | $29.9K | 0.02% | +156 | New |
| Parkside Financial Bank & Trust | 163 | $30.9K | 0.00% | +26+19.0% | Added |
| Vanguard National Trust Co | 173 | $32.8K | 0.00% | +173 | New |
| Union Bancaire Privee, UBP SA | 265 | $36.8K | 0.00% | +265 | New |
| Cromwell Holdings LLC | 203 | $38.5K | 0.02% | +4+2.0% | Added |
| Umb Bank N A | 206 | $39.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 205 | $39.3K | 0.03% | −14−6.4% | Reduced |
| Root Financial Partners, LLC | 208 | $39.4K | 0.00% | +76+57.6% | Added |
| AdvisorNet Financial, Inc | 225 | $42.6K | 0.00% | +7+3.2% | Added |
| Vega Investment Solutions | 230 | $43.6K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 261 | $49.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 279 | $53.0K | 0.04% | −335−54.6% | Reduced |
| Smithfield Trust Co | 277 | $53.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 281 | $53.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 314 | $59.5K | 0.00% | −5−1.6% | Reduced |
| Godsey & Gibb Associates | 325 | $61.6K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 332 | $62.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 336 | $63.7K | 0.00% | +94+38.8% | Added |
| Tema ETFs LLC | 361 | $68.4K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 365 | $69.2K | 0.01% | +365 | New |
| Advisory Services Network, LLC | 385 | $73.0K | 0.00% | +385 | New |
| Sittner & Nelson, LLC | 389 | $73.7K | 0.03% | +389 | New |
| Ronald Blue Trust, Inc. | 392 | $74.3K | 0.00% | −129−24.8% | Reduced |
| Ecofi Investissements SA | 400 | $75.8K | 0.14% | −100−20.0% | Reduced |
| Hollencrest Capital Management | 400 | $75.8K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 406 | $77.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 407 | $77.1K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $78.3K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 420 | $79.0K | 0.00% | +12+2.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 422 | $80.0K | 0.01% | +3+0.7% | Added |
| Mather Group, LLC. | 488 | $92.5K | 0.00% | +488 | New |
| Cullen/Frost Bankers, Inc. | 489 | $92.7K | 0.00% | −2−0.4% | Reduced |
| Osbon Capital Management LLC | 511 | $96.9K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 545 | $103.3K | 0.03% | +180+49.3% | Added |
| Larson Financial Group LLC | 558 | $105.7K | 0.00% | −2,498−81.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 579 | $109.8K | 0.00% | −3−0.5% | Reduced |
| Bessemer Group Inc | 581 | $110.0K | 0.00% | +1+0.2% | Added |
| Employees Retirement System of Texas | 606 | $115.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 612 | $116.0K | 0.01% | −35−5.4% | Reduced |
| Signaturefd, LLC | 624 | $118.2K | 0.00% | +69+12.4% | Added |
| Dynamic Wealth Strategies, LLC | 627 | $118.8K | 0.07% | −7−1.1% | Reduced |
| Allworth Financial LP | 660 | $125.1K | 0.00% | +63+10.6% | Added |
| Ameritas Investment Partners, Inc. | 671 | $127.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 687 | $130.2K | 0.01% | +646+1,575.6% | Added |
| Parallel Advisors, LLC | 741 | $140.5K | 0.00% | −131−15.0% | Reduced |
| Huntington National Bank | 780 | $147.8K | 0.00% | −16−2.0% | Reduced |
| Farther Finance Advisors, LLC | 841 | $161.5K | 0.00% | +61+7.8% | Added |
| Ancora Advisors, LLC | 884 | $167.6K | 0.00% | +56+6.8% | Added |
| CX Institutional | 885 | $168.0K | 0.01% | +6+0.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 958 | $182.0K | 0.00% | −3,132−76.6% | Reduced |
| Centerpoint Advisors, LLC | 958 | $182.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 972 | $184.2K | 0.01% | −1−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,042 | $197.5K | 0.01% | −970−48.2% | Reduced |
| Sovereign's Capital Management, LLC | 1,068 | $202.4K | 0.15% | −72−6.3% | Reduced |
| Cadent Capital Advisors, LLC | 1,071 | $203.0K | 0.05% | +1,071 | New |
| Journey Strategic Wealth LLC | 1,073 | $203.4K | 0.01% | +1,073 | New |
| Perigon Wealth Management, LLC | 1,074 | $203.6K | 0.00% | −158−12.8% | Reduced |
| Manning & Napier Advisors LLC | 1,075 | $203.8K | 0.00% | −264−19.7% | Reduced |
| Caxton Associates LLP | 1,075 | $203.8K | 0.00% | +1,075 | New |
| Argent Trust Co | 1,098 | $208.1K | 0.01% | +1,098 | New |
| Syon Capital LLC | 1,124 | $213.1K | 0.01% | +1,124 | New |
| Caisse de Depot Et Placement du Quebec | 1,126 | $213.4K | 0.00% | +1,126 | New |
| Studio Investment Management LLC | 1,135 | $215.1K | 0.04% | −6−0.5% | Reduced |
| Krilogy Financial LLC | 1,081 | $217.0K | 0.01% | −103−8.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,166 | $222.1K | 0.01% | +1,166 | New |
| Rothschild Investment LLC | 1,175 | $222.7K | 0.01% | +18+1.6% | Added |
| Everhart Financial Group, Inc. | 1,175 | $222.7K | 0.02% | +1,175 | New |
| TCW Group Inc | 1,187 | $225.0K | 0.00% | +58+5.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,187 | $225.0K | 0.02% | +1,187 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,200 | $227.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,201 | $227.6K | 0.01% | +4+0.3% | Added |
| GAMMA Investing LLC | 1,201 | $227.7K | 0.01% | +155+14.8% | Added |