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 |
|---|---|---|---|---|---|
| Waratah Capital Advisors Ltd. | 7,244 | $1.37M | 0.12% | −18,064−71.4% | Reduced |
| ISAM Funds (UK) Ltd | 7,223 | $1.37M | 0.68% | +7,223 | New |
| Abn Amro Investment Solutions | 7,164 | $1.36M | 0.02% | +2,812+64.6% | Added |
| Crossmark Global Holdings, Inc. | 7,137 | $1.35M | 0.02% | +5,190+266.6% | Added |
| Glenview Trust Co | 7,120 | $1.35M | 0.02% | +574+8.8% | Added |
| Intrust Bank NA | 7,086 | $1.34M | 0.11% | −507−6.7% | Reduced |
| Diversified Trust Co | 7,071 | $1.34M | 0.02% | −894−11.2% | Reduced |
| Pathstone Holdings, LLC | 6,699 | $1.27M | 0.01% | +221+3.4% | Added |
| Jump Financial, LLC | 6,685 | $1.27M | 0.02% | +6,685 | New |
| Bard Associates Inc | 6,593 | $1.25M | 0.31% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,552 | $1.24M | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 6,533 | $1.24M | 0.02% | +2,231+51.9% | Added |
| Brevan Howard Capital Management LP | 6,515 | $1.23M | 0.01% | +6,515 | New |
| Metis Global Partners, LLC | 6,466 | $1.23M | 0.03% | −430−6.2% | Reduced |
| STRS Ohio | 6,408 | $1.21M | 0.00% | −30.0% | Reduced |
| Franklin Resources Inc | 6,221 | $1.18M | 0.00% | −303−4.6% | Reduced |
| Pacer Advisors, Inc. | 6,155 | $1.17M | 0.00% | −238−3.7% | Reduced |
| Tevis Investment Management | 6,142 | $1.16M | 0.66% | +2,223+56.7% | Added |
| Teachers Retirement System of the State of Kentucky | 5,930 | $1.12M | 0.01% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 5,900 | $1.12M | 0.34% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,803 | $1.10M | 0.00% | +568+10.9% | Added |
| Gulf International Bank (UK) Ltd | 5,753 | $1.09M | 0.02% | +2,207+62.2% | Added |
| Two Sigma Securities, LLC | 5,745 | $1.09M | 0.13% | +5,745 | New |
| Nomura Holdings Inc | 5,712 | $1.08M | 0.01% | +848+17.4% | Added |
| CIBC World Markets Inc. | 5,692 | $1.08M | 0.00% | +5,692 | New |
| Federation des caisses Desjardins du Quebec | 5,563 | $1.05M | 0.00% | −1,036−15.7% | Reduced |
| Cypress Advisory Group LLC | 5,458 | $1.03M | 0.79% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,590 | $1.03M | 0.18% | +3,346+149.1% | Added |
| Sciencast Management LP | 5,368 | $1.02M | 0.13% | +5,368 | New |
| Investment Management Corp of Ontario | 5,358 | $1.02M | 0.01% | +200+3.9% | Added |
| Bartlett & Co. Wealth Management LLC | 4,576 | $980.8K | 0.01% | −85−1.8% | Reduced |
| Warren Averett Asset Management, LLC | 4,994 | $946.7K | 0.01% | +290+6.2% | Added |
| Compass Ion Advisors, LLC | 4,922 | $933.0K | 0.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,875 | $924.1K | 0.00% | −1,792−26.9% | Reduced |
| North Star Investment Management Corp. | 4,686 | $888.2K | 0.05% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,648 | $881.0K | 0.01% | +15+0.3% | Added |
| JustInvest LLC | 4,621 | $875.9K | 0.01% | +379+8.9% | Added |
| Ieq Capital, LLC | 4,612 | $874.2K | 0.00% | +974+26.8% | Added |
| US Bancorp | 4,588 | $869.7K | 0.00% | +34+0.7% | Added |
| Mizuho Securities USA LLC | 4,525 | $857.7K | 0.02% | −925−17.0% | Reduced |
| Intech Investment Management LLC | 4,370 | $828.3K | 0.01% | +963+28.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,375 | $822.8K | 0.01% | −504−10.3% | Reduced |
| Fieldview Capital Management, LLC | 4,314 | $817.7K | 0.24% | +4,314 | New |
| Groupama Asset Managment | 4,310 | $817.0K | 0.01% | +4,310 | New |
| HighTower Advisors, LLC | 4,284 | $812.1K | 0.00% | −2,823−39.7% | Reduced |
| Hartford Investment Management Co | 4,239 | $803.5K | 0.03% | −51−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,211 | $798.2K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,209 | $797.8K | 0.04% | +1,529+57.1% | Added |
| Allspring Global Investments Holdings, LLC | 4,000 | $767.9K | 0.00% | +27+0.7% | Added |
| Mairs & Power Inc | 4,000 | $758.2K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,979 | $754.3K | 0.00% | +1,394+53.9% | Added |
| 111 Capital | 3,978 | $754.0K | 0.19% | +3,978 | New |
| MML Investors Services, LLC | 3,974 | $753.3K | 0.00% | +946+31.2% | Added |
| Wealthfront Advisers LLC | 3,905 | $740.2K | 0.00% | +226+6.1% | Added |
| Vident Advisory, LLC | 3,903 | $739.8K | 0.01% | +1,450+59.1% | Added |
| Maryland State Retirement & Pension System | 3,824 | $724.8K | 0.01% | +283+8.0% | Added |
| Vestcor Inc | 3,802 | $721.0K | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 3,800 | $720.3K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 3,778 | $716.1K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 3,707 | $702.7K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,693 | $700.1K | 0.00% | +1,618+78.0% | Added |
| Inceptionr LLC | 3,677 | $697.0K | 0.17% | +3,677 | New |
| Gsa Capital Partners LLP | 3,661 | $694.0K | 0.04% | +3,661 | New |
| Dai-Ichi Life Insurance Company, Ltd | 3,652 | $692.2K | 0.02% | +390+12.0% | Added |
| New Mexico Educational Retirement Board | 3,500 | $663.0K | 0.02% | 00.0% | Unchanged |
| Hahn Capital Management LLC | 3,426 | $649.4K | 0.41% | −738−17.7% | Reduced |
| Washington Capital Management Inc | 3,350 | $635.0K | 0.54% | +2,050+157.7% | Added |
| Blair William & Co | 3,309 | $627.2K | 0.00% | +16+0.5% | Added |
| Rice Hall James & Associates, LLC | 3,306 | $626.7K | 0.03% | −32−1.0% | Reduced |
| Oak Thistle LLC | 3,276 | $621.0K | 0.06% | +3,276 | New |
| Duncker Streett & Co Inc | 3,257 | $617.4K | 0.12% | −49−1.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,236 | $613.4K | 0.10% | +3,236 | New |
| Segment Wealth Management, LLC | 3,221 | $610.5K | 0.04% | 00.0% | Unchanged |
| Ossiam | 3,203 | $607.1K | 0.01% | −232−6.8% | Reduced |
| Skopos Labs, Inc. | 3,185 | $603.5K | 0.02% | +424+15.4% | Added |
| Concentric Capital Strategies, LP | 3,182 | $603.1K | 0.05% | −79,218−96.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,166 | $600.1K | 0.00% | +44+1.4% | Added |
| Laird Norton Trust Company, LLC | 3,113 | $590.1K | 0.01% | −1,979−38.9% | Reduced |
| V-Square Quantitative Management LLC | 3,106 | $588.7K | 0.06% | +241+8.4% | Added |
| MUFG Securities EMEA plc | 3,090 | $585.7K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,082 | $584.2K | 0.00% | +1,614+109.9% | Added |
| Net Worth Advisory Group | 3,013 | $571.2K | 0.12% | +119+4.1% | Added |
| Massachusetts Financial Services Co | 2,973 | $563.5K | 0.00% | −20−0.7% | Reduced |
| E. Ohman J:or Asset Management AB | 2,940 | $557.3K | 0.01% | −560−16.0% | Reduced |
| Sandhill Capital Partners LLC | 2,907 | $551.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,899 | $549.5K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,691 | $547.9K | 0.01% | +860+47.0% | Added |
| Tectonic Advisors LLC | 2,829 | $536.2K | 0.03% | +892+46.1% | Added |
| Cetera Investment Advisers | 2,800 | $530.8K | 0.00% | −502−15.2% | Reduced |
| Saudi Central Bank | 2,763 | $523.7K | 0.01% | +2,763 | New |
| WCM Investment Management, LLC | 2,789 | $511.8K | 0.00% | +502+22.0% | Added |
| S-Bank Fund Management Ltd | 2,694 | $510.6K | 0.08% | −100−3.6% | Reduced |
| Scientech Research LLC | 2,687 | $509.3K | 0.42% | +2,687 | New |
| Kestra Private Wealth Services, LLC | 2,684 | $508.8K | 0.01% | +2,684 | New |
| Tokio Marine Asset Management Co Ltd | 2,679 | $507.8K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,674 | $507.0K | 0.03% | +2,674 | New |
| Engineers Gate Manager LP | 2,656 | $503.4K | 0.01% | −105,005−97.5% | Reduced |
| Winton Group Ltd | 2,651 | $502.5K | 0.02% | −25,182−90.5% | Reduced |
| Mackenzie Financial Corp | 2,645 | $501.4K | 0.00% | +83+3.2% | Added |
| Stock Yards Bank & Trust Co | 2,609 | $494.5K | 0.02% | 00.0% | Unchanged |