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 |
|---|---|---|---|---|---|
| Oslo Pensjonsforsikring AS | 1,205 | $228.4K | 0.04% | +1,205 | New |
| Sagewood Asset Management LP | 1,215 | $230.3K | 0.07% | +1,215 | New |
| Arthur M. Cohen & Associates, LLC | 1,200 | $230.4K | 0.04% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,227 | $232.6K | 0.03% | +1,227 | New |
| Sheets Smith Wealth Management | 1,229 | $233.0K | 0.03% | −2−0.2% | Reduced |
| Stifel Financial Corp | 1,253 | $237.7K | 0.00% | −393−23.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,259 | $238.6K | 0.00% | +1,259 | New |
| LGT Group Foundation | 1,272 | $241.1K | 0.00% | +1,272 | New |
| Patton Fund Management, Inc. | 1,273 | $241.3K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,281 | $242.8K | 0.00% | −20−1.5% | Reduced |
| Boothbay Fund Management, LLC | 1,290 | $244.5K | 0.01% | −27,897−95.6% | Reduced |
| Claret Asset Management Corp | 1,299 | $246.0K | 0.03% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,306 | $247.6K | 0.04% | +1,306 | New |
| Frec Markets, Inc. | 1,307 | $247.7K | 0.04% | +1,307 | New |
| Caerus Investment Advisors, LLC | 1,332 | $252.5K | 0.11% | +1+0.1% | Added |
| OneAscent Investment Solutions LLC | 1,348 | $255.5K | 0.26% | −35−2.5% | Reduced |
| Equitable Trust Co | 1,369 | $259.5K | 0.01% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,400 | $265.4K | 0.04% | 00.0% | Unchanged |
| Hartree Partners, LP | 1,400 | $265.4K | 0.06% | +1,400 | New |
| Advisory Alpha, LLC | 1,415 | $268.2K | 0.01% | +5+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,446 | $274.2K | 0.01% | +56+4.0% | Added |
| RMR Wealth Builders | 1,463 | $277.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,480 | $280.6K | 0.00% | −81−5.2% | Reduced |
| EP Wealth Advisors, LLC | 1,496 | $283.6K | 0.00% | +318+27.0% | Added |
| Bull Harbor Capital LLC | 1,497 | $283.8K | 0.08% | +1,497 | New |
| Checchi Capital Advisers, LLC | 1,503 | $284.9K | 0.02% | +273+22.2% | Added |
| Bahl & Gaynor Inc | 1,509 | $286.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,562 | $286.6K | 0.01% | −127−7.5% | Reduced |
| nVerses Capital, LLC | 1,518 | $287.7K | 0.26% | +1,518 | New |
| Meeder Advisory Services, Inc. | 1,587 | $300.8K | 0.01% | −737−31.7% | Reduced |
| Estabrook Capital Management | 1,600 | $303.3K | 0.04% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,643 | $311.4K | 0.08% | +1,643 | New |
| Canada Post Corp Registered Pension Plan | 1,650 | $312.8K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,658 | $314.3K | 0.02% | +24+1.5% | Added |
| Hikari Power Ltd | 1,660 | $315.0K | 0.03% | −2,710−62.0% | Reduced |
| ICW Investment Advisors LLC | 1,664 | $315.4K | 0.11% | +190+12.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,677 | $317.9K | 0.02% | +163+10.8% | Added |
| Hantz Financial Services, Inc. | 1,682 | $319.0K | 0.00% | +394+30.6% | Added |
| Ballentine Partners, LLC | 1,737 | $329.2K | 0.00% | +1,737 | New |
| Teacher Retirement System of Texas | 1,751 | $331.9K | 0.00% | −751−30.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,852 | $351.0K | 0.02% | +250+15.6% | Added |
| Lighthouse Investment Partners, LLC | 1,856 | $351.8K | 0.01% | +1,856 | New |
| Wahed Invest LLC | 1,926 | $365.1K | 0.05% | −63−3.2% | Reduced |
| Brighton Jones LLC | 1,947 | $369.0K | 0.01% | +1,947 | New |
| Phoenix Holdings Ltd. | 1,964 | $372.1K | 0.00% | −298−13.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,989 | $377.0K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,049 | $388.4K | 0.02% | +100+5.1% | Added |
| Beacon Financial Group | 2,051 | $388.8K | 0.04% | +646+46.0% | Added |
| MUFG Securities Americas Inc. | 2,071 | $392.6K | 0.03% | +55+2.7% | Added |
| Assetmark, Inc | 2,072 | $392.8K | 0.00% | −1,215−37.0% | Reduced |
| Atria Investments LLC | 2,080 | $394.2K | 0.00% | +42+2.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,090 | $396.2K | 0.01% | −187−8.2% | Reduced |
| Integrated Wealth Concepts LLC | 2,095 | $397.1K | 0.00% | +700+50.2% | Added |
| MQS Management LLC | 2,102 | $398.4K | 0.27% | +2,102 | New |
| Evolve Private Wealth, LLC | 2,125 | $402.8K | 0.02% | +58+2.8% | Added |
| Evergreen Capital Management LLC | 2,160 | $409.4K | 0.01% | +620+40.3% | Added |
| North Dakota State Investment Board | 2,210 | $418.9K | 0.02% | −391−15.0% | Reduced |
| Gateway Investment Advisers LLC | 2,211 | $419.1K | 0.00% | +510+30.0% | Added |
| Salvus Wealth Management, LLC | 2,220 | $420.8K | 0.24% | +625+39.2% | Added |
| Guinness Asset Management LTD | 2,228 | $422.3K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,323 | $440.3K | 0.14% | −7,712−76.9% | Reduced |
| Camelot Portfolios, LLC | 2,329 | $441.5K | 0.33% | −257−9.9% | Reduced |
| Fagan Associates, Inc. | 2,345 | $444.5K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,348 | $445.1K | 0.00% | +599+34.2% | Added |
| Merit Financial Group, LLC | 2,350 | $445.4K | 0.00% | +168+7.7% | Added |
| Dynamic Technology Lab Private Ltd | 2,372 | $449.6K | 0.07% | +2,372 | New |
| O'Shaughnessy Asset Management, LLC | 2,393 | $453.6K | 0.00% | +657+37.8% | Added |
| AE Wealth Management LLC | 2,392 | $453.6K | 0.00% | −208−8.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,395 | $454.0K | 0.01% | +3+0.1% | Added |
| United Capital Financial Advisers, LLC | 2,408 | $456.4K | 0.00% | +968+67.2% | Added |
| Commerce Bank | 2,410 | $456.8K | 0.00% | −201−7.7% | Reduced |
| HB Wealth Management, LLC | 2,413 | $457.4K | 0.00% | +105+4.5% | Added |
| Sanctuary Advisors, LLC | 2,443 | $463.1K | 0.00% | +62+2.6% | Added |
| AlphaGrep UK Ltd | 2,474 | $468.9K | 0.14% | +2,474 | New |
| Empirical Finance, LLC | 2,518 | $477.3K | 0.02% | −5−0.2% | Reduced |
| Rockland Trust Co | 2,544 | $482.2K | 0.02% | −344−11.9% | Reduced |
| Sterling Capital Management LLC | 2,552 | $483.7K | 0.01% | −1,929−43.0% | Reduced |
| Stock Yards Bank & Trust Co | 2,609 | $494.5K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,645 | $501.4K | 0.00% | +83+3.2% | Added |
| Winton Group Ltd | 2,651 | $502.5K | 0.02% | −25,182−90.5% | Reduced |
| Engineers Gate Manager LP | 2,656 | $503.4K | 0.01% | −105,005−97.5% | Reduced |
| Everence Capital Management Inc | 2,674 | $507.0K | 0.03% | +2,674 | New |
| Tokio Marine Asset Management Co Ltd | 2,679 | $507.8K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,684 | $508.8K | 0.01% | +2,684 | New |
| Scientech Research LLC | 2,687 | $509.3K | 0.42% | +2,687 | New |
| S-Bank Fund Management Ltd | 2,694 | $510.6K | 0.08% | −100−3.6% | Reduced |
| WCM Investment Management, LLC | 2,789 | $511.8K | 0.00% | +502+22.0% | Added |
| Saudi Central Bank | 2,763 | $523.7K | 0.01% | +2,763 | New |
| Cetera Investment Advisers | 2,800 | $530.8K | 0.00% | −502−15.2% | Reduced |
| Tectonic Advisors LLC | 2,829 | $536.2K | 0.03% | +892+46.1% | Added |
| Chicago Partners Investment Group LLC | 2,691 | $547.9K | 0.01% | +860+47.0% | Added |
| Oppenheimer Asset Management Inc. | 2,899 | $549.5K | 0.01% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 2,907 | $551.0K | 0.05% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,940 | $557.3K | 0.01% | −560−16.0% | Reduced |
| Massachusetts Financial Services Co | 2,973 | $563.5K | 0.00% | −20−0.7% | Reduced |
| Net Worth Advisory Group | 3,013 | $571.2K | 0.12% | +119+4.1% | Added |
| Robeco Institutional Asset Management B.V. | 3,082 | $584.2K | 0.00% | +1,614+109.9% | Added |
| MUFG Securities EMEA plc | 3,090 | $585.7K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,106 | $588.7K | 0.06% | +241+8.4% | Added |
| Laird Norton Trust Company, LLC | 3,113 | $590.1K | 0.01% | −1,979−38.9% | Reduced |