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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 2,552 | $483.7K | 0.01% | −1,929−43.0% | Reduced |
| Rockland Trust Co | 2,544 | $482.2K | 0.02% | −344−11.9% | Reduced |
| Empirical Finance, LLC | 2,518 | $477.3K | 0.02% | −5−0.2% | Reduced |
| AlphaGrep UK Ltd | 2,474 | $468.9K | 0.14% | +2,474 | New |
| Sanctuary Advisors, LLC | 2,443 | $463.1K | 0.00% | +62+2.6% | Added |
| HB Wealth Management, LLC | 2,413 | $457.4K | 0.00% | +105+4.5% | Added |
| Commerce Bank | 2,410 | $456.8K | 0.00% | −201−7.7% | Reduced |
| United Capital Financial Advisers, LLC | 2,408 | $456.4K | 0.00% | +968+67.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,395 | $454.0K | 0.01% | +3+0.1% | Added |
| AE Wealth Management LLC | 2,392 | $453.6K | 0.00% | −208−8.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,393 | $453.6K | 0.00% | +657+37.8% | Added |
| Dynamic Technology Lab Private Ltd | 2,372 | $449.6K | 0.07% | +2,372 | New |
| Merit Financial Group, LLC | 2,350 | $445.4K | 0.00% | +168+7.7% | Added |
| Brown Brothers Harriman & Co | 2,348 | $445.1K | 0.00% | +599+34.2% | Added |
| Fagan Associates, Inc. | 2,345 | $444.5K | 0.06% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,329 | $441.5K | 0.33% | −257−9.9% | Reduced |
| Northstar Asset Management Inc | 2,323 | $440.3K | 0.14% | −7,712−76.9% | Reduced |
| Guinness Asset Management LTD | 2,228 | $422.3K | 0.01% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,220 | $420.8K | 0.24% | +625+39.2% | Added |
| Gateway Investment Advisers LLC | 2,211 | $419.1K | 0.00% | +510+30.0% | Added |
| North Dakota State Investment Board | 2,210 | $418.9K | 0.02% | −391−15.0% | Reduced |
| Evergreen Capital Management LLC | 2,160 | $409.4K | 0.01% | +620+40.3% | Added |
| Evolve Private Wealth, LLC | 2,125 | $402.8K | 0.02% | +58+2.8% | Added |
| MQS Management LLC | 2,102 | $398.4K | 0.27% | +2,102 | New |
| Integrated Wealth Concepts LLC | 2,095 | $397.1K | 0.00% | +700+50.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,090 | $396.2K | 0.01% | −187−8.2% | Reduced |
| Atria Investments LLC | 2,080 | $394.2K | 0.00% | +42+2.1% | Added |
| Assetmark, Inc | 2,072 | $392.8K | 0.00% | −1,215−37.0% | Reduced |
| MUFG Securities Americas Inc. | 2,071 | $392.6K | 0.03% | +55+2.7% | Added |
| Beacon Financial Group | 2,051 | $388.8K | 0.04% | +646+46.0% | Added |
| Securian Asset Management, Inc | 2,049 | $388.4K | 0.02% | +100+5.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,989 | $377.0K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,964 | $372.1K | 0.00% | −298−13.2% | Reduced |
| Brighton Jones LLC | 1,947 | $369.0K | 0.01% | +1,947 | New |
| Wahed Invest LLC | 1,926 | $365.1K | 0.05% | −63−3.2% | Reduced |
| Lighthouse Investment Partners, LLC | 1,856 | $351.8K | 0.01% | +1,856 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,852 | $351.0K | 0.02% | +250+15.6% | Added |
| Teacher Retirement System of Texas | 1,751 | $331.9K | 0.00% | −751−30.0% | Reduced |
| Ballentine Partners, LLC | 1,737 | $329.2K | 0.00% | +1,737 | New |
| Hantz Financial Services, Inc. | 1,682 | $319.0K | 0.00% | +394+30.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,677 | $317.9K | 0.02% | +163+10.8% | Added |
| ICW Investment Advisors LLC | 1,664 | $315.4K | 0.11% | +190+12.9% | Added |
| Hikari Power Ltd | 1,660 | $315.0K | 0.03% | −2,710−62.0% | Reduced |
| Ostrum Asset Management | 1,658 | $314.3K | 0.02% | +24+1.5% | Added |
| Canada Post Corp Registered Pension Plan | 1,650 | $312.8K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,643 | $311.4K | 0.08% | +1,643 | New |
| Estabrook Capital Management | 1,600 | $303.3K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,587 | $300.8K | 0.01% | −737−31.7% | Reduced |
| nVerses Capital, LLC | 1,518 | $287.7K | 0.26% | +1,518 | New |
| Smartleaf Asset Management LLC | 1,562 | $286.6K | 0.01% | −127−7.5% | Reduced |
| Bahl & Gaynor Inc | 1,509 | $286.0K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,503 | $284.9K | 0.02% | +273+22.2% | Added |
| Bull Harbor Capital LLC | 1,497 | $283.8K | 0.08% | +1,497 | New |
| EP Wealth Advisors, LLC | 1,496 | $283.6K | 0.00% | +318+27.0% | Added |
| Commonwealth Equity Services, LLC | 1,480 | $280.6K | 0.00% | −81−5.2% | Reduced |
| RMR Wealth Builders | 1,463 | $277.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,446 | $274.2K | 0.01% | +56+4.0% | Added |
| Advisory Alpha, LLC | 1,415 | $268.2K | 0.01% | +5+0.4% | Added |
| 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 |
| Equitable Trust Co | 1,369 | $259.5K | 0.01% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,348 | $255.5K | 0.26% | −35−2.5% | Reduced |
| Caerus Investment Advisors, LLC | 1,332 | $252.5K | 0.11% | +1+0.1% | Added |
| Frec Markets, Inc. | 1,307 | $247.7K | 0.04% | +1,307 | New |
| DGS Capital Management, LLC | 1,306 | $247.6K | 0.04% | +1,306 | New |
| Claret Asset Management Corp | 1,299 | $246.0K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,290 | $244.5K | 0.01% | −27,897−95.6% | Reduced |
| Fiduciary Trust Co | 1,281 | $242.8K | 0.00% | −20−1.5% | Reduced |
| Patton Fund Management, Inc. | 1,273 | $241.3K | 0.04% | 00.0% | Unchanged |
| LGT Group Foundation | 1,272 | $241.1K | 0.00% | +1,272 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,259 | $238.6K | 0.00% | +1,259 | New |
| Stifel Financial Corp | 1,253 | $237.7K | 0.00% | −393−23.9% | Reduced |
| Sheets Smith Wealth Management | 1,229 | $233.0K | 0.03% | −2−0.2% | Reduced |
| Quadcap Wealth Management, LLC | 1,227 | $232.6K | 0.03% | +1,227 | New |
| Arthur M. Cohen & Associates, LLC | 1,200 | $230.4K | 0.04% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 1,215 | $230.3K | 0.07% | +1,215 | New |
| Oslo Pensjonsforsikring AS | 1,205 | $228.4K | 0.04% | +1,205 | New |
| GAMMA Investing LLC | 1,201 | $227.7K | 0.01% | +155+14.8% | Added |
| PFG Investments, LLC | 1,201 | $227.6K | 0.01% | +4+0.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,200 | $227.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| NorthCrest Asset Manangement, LLC | 1,166 | $222.1K | 0.01% | +1,166 | New |
| Krilogy Financial LLC | 1,081 | $217.0K | 0.01% | −103−8.7% | Reduced |
| Studio Investment Management LLC | 1,135 | $215.1K | 0.04% | −6−0.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,126 | $213.4K | 0.00% | +1,126 | New |
| Syon Capital LLC | 1,124 | $213.1K | 0.01% | +1,124 | New |
| Argent Trust Co | 1,098 | $208.1K | 0.01% | +1,098 | New |
| 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 |
| Perigon Wealth Management, LLC | 1,074 | $203.6K | 0.00% | −158−12.8% | Reduced |
| Journey Strategic Wealth LLC | 1,073 | $203.4K | 0.01% | +1,073 | New |
| Cadent Capital Advisors, LLC | 1,071 | $203.0K | 0.05% | +1,071 | New |
| Sovereign's Capital Management, LLC | 1,068 | $202.4K | 0.15% | −72−6.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,042 | $197.5K | 0.01% | −970−48.2% | Reduced |
| Quadrant Capital Group LLC | 972 | $184.2K | 0.01% | −1−0.1% | Reduced |
| 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 |