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 |
|---|---|---|---|---|---|
| CX Institutional | 885 | $168.0K | 0.01% | +6+0.7% | Added |
| Ancora Advisors, LLC | 884 | $167.6K | 0.00% | +56+6.8% | Added |
| Farther Finance Advisors, LLC | 841 | $161.5K | 0.00% | +61+7.8% | Added |
| Huntington National Bank | 780 | $147.8K | 0.00% | −16−2.0% | Reduced |
| Parallel Advisors, LLC | 741 | $140.5K | 0.00% | −131−15.0% | Reduced |
| Versant Capital Management, Inc | 687 | $130.2K | 0.01% | +646+1,575.6% | Added |
| Ameritas Investment Partners, Inc. | 671 | $127.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 660 | $125.1K | 0.00% | +63+10.6% | Added |
| Dynamic Wealth Strategies, LLC | 627 | $118.8K | 0.07% | −7−1.1% | Reduced |
| Signaturefd, LLC | 624 | $118.2K | 0.00% | +69+12.4% | Added |
| Quent Capital, LLC | 612 | $116.0K | 0.01% | −35−5.4% | Reduced |
| Employees Retirement System of Texas | 606 | $115.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 581 | $110.0K | 0.00% | +1+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 579 | $109.8K | 0.00% | −3−0.5% | Reduced |
| Larson Financial Group LLC | 558 | $105.7K | 0.00% | −2,498−81.7% | Reduced |
| United Community Bank | 545 | $103.3K | 0.03% | +180+49.3% | Added |
| Osbon Capital Management LLC | 511 | $96.9K | 0.08% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 489 | $92.7K | 0.00% | −2−0.4% | Reduced |
| Mather Group, LLC. | 488 | $92.5K | 0.00% | +488 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 422 | $80.0K | 0.01% | +3+0.7% | Added |
| Penserra Capital Management LLC | 420 | $79.0K | 0.00% | +12+2.9% | Added |
| Orion Capital Management LLC | 413 | $78.3K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 407 | $77.1K | 0.03% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 406 | $77.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $75.8K | 0.00% | 00.0% | Unchanged |
| Ecofi Investissements SA | 400 | $75.8K | 0.14% | −100−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 392 | $74.3K | 0.00% | −129−24.8% | Reduced |
| Sittner & Nelson, LLC | 389 | $73.7K | 0.03% | +389 | New |
| Advisory Services Network, LLC | 385 | $73.0K | 0.00% | +385 | New |
| RWM Asset Management, LLC | 365 | $69.2K | 0.01% | +365 | New |
| Tema ETFs LLC | 361 | $68.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 336 | $63.7K | 0.00% | +94+38.8% | Added |
| Los Angeles Capital Management LLC | 332 | $62.9K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 325 | $61.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 314 | $59.5K | 0.00% | −5−1.6% | Reduced |
| Central Trust Co | 281 | $53.3K | 0.00% | 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 |
| McMillan Office, Inc. | 261 | $49.5K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 230 | $43.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 225 | $42.6K | 0.00% | +7+3.2% | Added |
| Root Financial Partners, LLC | 208 | $39.4K | 0.00% | +76+57.6% | Added |
| Onefund, LLC | 205 | $39.3K | 0.03% | −14−6.4% | Reduced |
| Umb Bank N A | 206 | $39.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 203 | $38.5K | 0.02% | +4+2.0% | Added |
| Union Bancaire Privee, UBP SA | 265 | $36.8K | 0.00% | +265 | New |
| Vanguard National Trust Co | 173 | $32.8K | 0.00% | +173 | New |
| Parkside Financial Bank & Trust | 163 | $30.9K | 0.00% | +26+19.0% | Added |
| Ares Financial Consulting, LLC | 156 | $29.9K | 0.02% | +156 | New |
| Spire Wealth Management | 156 | $29.6K | 0.00% | +53+51.5% | Added |
| Rossby Financial, LCC | 149 | $28.6K | 0.01% | +18+13.7% | Added |
| SJS Investment Consulting Inc. | 149 | $28.2K | 0.00% | +76+104.1% | Added |
| GoalVest Advisory LLC | 148 | $28.1K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 140 | $26.5K | 0.00% | +140 | New |
| J.Safra Asset Management Corp | 137 | $26.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 136 | $25.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 132 | $25.0K | 0.00% | −52−28.3% | Reduced |
| IFP Advisors, Inc | 126 | $23.9K | 0.00% | −3−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $23.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 123 | $23.3K | 0.00% | +17+16.0% | Added |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 119 | $22.6K | 0.00% | −63−34.6% | Reduced |
| Leonteq Securities AG | 117 | $22.2K | 0.00% | −18−13.3% | Reduced |
| Quarry LP | 116 | $22.0K | 0.00% | −753−86.7% | Reduced |
| Massmutual Trust Co FSB | 109 | $20.7K | 0.00% | −11−9.2% | Reduced |
| Rakuten Securities, Inc. | 103 | $19.5K | 0.01% | +102+10,200.0% | Added |
| GW&K Investment Management, LLC | 102 | $19.0K | 0.00% | −44,393−99.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $17.1K | 0.00% | +90 | New |
| Caldwell Trust Co | 85 | $16.1K | 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 |
| Private Wealth Asset Management, LLC | 75 | $14.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 70 | $13.3K | 0.00% | +70 | New |
| City Holding Co | 70 | $13.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 69 | $13.1K | 0.00% | +5+7.8% | Added |
| Quest 10 Wealth Builders, Inc. | 65 | $12.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 62 | $11.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $11.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 58 | $11.1K | 0.00% | −151−72.2% | Reduced |
| Key Financial Inc | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $10.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $10.1K | 0.00% | +50 | New |
| First Horizon Corp | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $9.59K | 0.00% | −7−12.3% | Reduced |
| Meramec Financial Planners, LLC | 46 | $9.49K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $8.34K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 44 | $8.34K | 0.00% | +1+2.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 44 | $8.34K | 0.00% | +44 | New |
| Activest Wealth Management | 43 | $8.15K | 0.00% | +1+2.4% | Added |
| Fortitude Family Office, LLC | 42 | $7.96K | 0.00% | +29+223.1% | Added |
| Keating Financial Advisory Services, Inc. | 40 | $7.58K | 0.00% | −1−2.4% | Reduced |
| Investors Research Corp | 39 | $7.39K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 39 | $7.39K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 37 | $7.08K | 0.00% | −3−7.5% | Reduced |
| Geneos Wealth Management Inc. | 37 | $7.04K | 0.00% | −8−17.8% | Reduced |
| LRI Investments, LLC | 36 | $6.82K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 35 | $6.63K | 0.00% | 00.0% | Unchanged |