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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 677 institutions
Q1 2021: 537 institutionsQ2 2021: 545 institutionsQ3 2021: 546 institutionsQ4 2021: 590 institutionsQ1 2022: 577 institutionsQ2 2022: 568 institutionsQ3 2022: 557 institutionsQ4 2022: 616 institutionsQ1 2023: 616 institutionsQ2 2023: 640 institutionsQ3 2023: 620 institutionsQ4 2023: 621 institutionsQ1 2024: 625 institutionsQ2 2024: 632 institutionsQ3 2024: 615 institutionsQ4 2024: 630 institutionsQ1 2025: 639 institutionsQ2 2025: 640 institutionsQ3 2025: 634 institutionsQ4 2025: 630 institutionsQ1 2026: 677 institutionsQ2 2026: 691 institutions
Value heldQ1 2026: $14.2B
Q1 2021: $15.6BQ2 2021: $16.5BQ3 2021: $15.4BQ4 2021: $17.5BQ1 2022: $14.3BQ2 2022: $13.2BQ3 2022: $14.8BQ4 2022: $16.6BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $15.5BQ4 2023: $16.1BQ1 2024: $17.8BQ2 2024: $14.8BQ3 2024: $15.9BQ4 2024: $15.7BQ1 2025: $13.6BQ2 2025: $13.6BQ3 2025: $12.3BQ4 2025: $13.7BQ1 2026: $14.2BQ2 2026: $17.0B
Institutions holding IEX and their total value by quarter
QuarterHoldersValue
Q2 2026691$17.0B
Q1 2026677$14.2B
Q4 2025630$13.7B
Q3 2025634$12.3B
Q2 2025640$13.6B
Q1 2025639$13.6B
Q4 2024630$15.7B
Q3 2024615$15.9B
Q2 2024632$14.8B
Q1 2024625$17.8B
Q4 2023621$16.1B
Q3 2023620$15.5B
Q2 2023640$15.7B
Q1 2023616$17.0B
Q4 2022616$16.6B
Q3 2022557$14.8B
Q2 2022568$13.2B
Q1 2022577$14.3B
Q4 2021590$17.5B
Q3 2021546$15.4B
Q2 2021545$16.5B
Q1 2021537$15.6B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q4 2025.

Institutions holding IEX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
JFS Wealth Advisors, LLC35$6.63K0.00%+2+6.1%Added
Heritage Wealth Advisors35$6.63K0.00%+35New
Salomon & Ludwin, LLC34$6.48K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.33$6.28K0.00%+16+94.1%Added
Clearstead Advisors, LLC33$6.26K0.00%−234−87.6%Reduced
Princeton Global Asset Management LLC31$5.88K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC31$5.88K0.00%00.0%Unchanged
Crewe Advisors LLC30$5.69K0.00%00.0%Unchanged
GWM Advisors LLC28$5.31K0.00%+11+64.7%Added
Bruce G. Allen Investments, LLC27$5.12K0.00%00.0%Unchanged
Zions Bancorporation, National Association26$4.93K0.00%−885−97.1%Reduced
Prestige Wealth Management Group LLC24$4.55K0.00%00.0%Unchanged
Financial Management Professionals, Inc.23$4.36K0.00%+7+43.8%Added
Sapience Investments, LLC22$4.17K0.54%+22New
Cornerstone Financial Management LLC21$3.98K0.00%+3+16.7%Added
Cedar Mountain Advisors, LLC21$3.98K0.00%+21New
Golden State Equity Partners21$3.98K0.00%+21New
Synergy Investment Management, LLC19$3.65K0.00%+19New
Creative Financial Designs Inc19$3.60K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC19$3.60K0.00%00.0%Unchanged
SBI Securities Co., Ltd.17$3.22K0.00%+1+6.3%Added
Delta Asset Management LLC15$2.84K0.00%00.0%Unchanged
Pier Capital, LLC15$2.84K0.00%00.0%Unchanged
Private Wealth Management Group, LLC14$2.65K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$2.65K0.00%00.0%Unchanged
Financial Consulate, Inc14$2.65K0.00%+2+16.7%Added
Rialto Wealth Management, LLC14$2.65K0.00%+9+180.0%Added
ZRC Wealth Management, LLC14$2.65K0.00%+14New
Sachetta, LLC13$2.46K0.00%00.0%Unchanged
Clear Street Markets LLC12$2.27K0.00%−100−89.3%Reduced
Manchester Capital Management LLC12$2.27K0.00%00.0%Unchanged
UMA Financial Services, Inc.12$2.27K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC12$2.27K0.00%+5+71.4%Added
Cornerstone Planning Group LLC10$2.16K0.00%+9+900.0%Added
DiNuzzo Private Wealth, Inc.11$2.09K0.00%−1−8.3%Reduced
Bell Investment Advisors, Inc11$2.09K0.00%00.0%Unchanged
Richardson Capital Management LLC11$2.08K0.00%+11New
Valley National Advisers Inc13$2.00K0.00%−30−69.8%Reduced
Kingdom Financial Group LLC.10$1.97K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.10$1.97K0.00%+10New
Asset Dedication, LLC10$1.90K0.00%00.0%Unchanged
Aspect Partners, LLC10$1.90K0.00%00.0%Unchanged
Kilter Group LLC10$1.90K0.00%+7+233.3%Added
Y.D. More Investments Ltd2,565$1.54K0.00%−52−2.0%Reduced
SRS Capital Advisors, Inc.6$1.53K0.00%−119−95.2%Reduced
Burk Holdings LLC8$1.52K0.00%+8New
Networth Advisors, LLC7$1.33K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.6$1.14K0.00%+6New
Bayforest Capital Ltd6$1.14K0.00%+6New
Capital Advisors, Ltd. LLC5$1.00K0.00%00.0%Unchanged
Avion Wealth9$1.00K0.00%+3+50.0%Added
Nemes Rush Group LLC5$9480.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.5$9480.00%00.0%Unchanged
IMG Wealth Management, Inc.5$9480.00%+2+66.7%Added
HFM Investment Advisors, LLC5$9480.00%+2+66.7%Added
Clark Wealth Partners4$7590.00%00.0%Unchanged
1015 Capital Partners, LLC4$7580.00%+1+33.3%Added
Dunhill Financial, LLC3$7460.00%−1−25.0%Reduced
Bogart Wealth, LLC3$5690.00%00.0%Unchanged
Valued Wealth Advisors LLC3$5690.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$5690.00%00.0%Unchanged
SHP Wealth Management3$5690.00%+3New
Arlington Trust Co LLC3$5690.00%+3New
Highline Wealth Partners LLC3$5690.00%+3New
Birchbrook, Inc.2$4470.00%00.0%Unchanged
Harbour Investments, Inc.2$3850.00%+2New
International Assets Investment Management, LLC2$3840.00%+2New
American Capital Advisory, LLC2$3800.00%+1+100.0%Added
Seneschal Advisors, LLC2$3800.00%+1+100.0%Added
First Pacific Financial2$3800.00%+2New
Colonial Trust Co2$3790.00%00.0%Unchanged
Curio Wealth, LLC2$3790.00%+2New
MV Capital Management, Inc.1$1900.00%00.0%Unchanged
TFC Financial Management1$1900.00%00.0%Unchanged
Redwood Park Advisors LLC1$1900.00%00.0%Unchanged
Hughes Financial Services, LLC1$1900.00%+1New
Signature Equity Partners, LLC1$1900.00%+1New
Dodge & Cox0$00.00%−1,262,550−100.0%Sold out
Maren Capital LLC0$00.00%−214,994−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−170,100−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−104,652−100.0%Sold out
Distillate Capital Partners LLC0$00.00%−67,359−100.0%Sold out
Medina Singh Partners, LLC0$00.00%−63,251−100.0%Sold out
Holocene Advisors, LP0$00.00%−54,857−100.0%Sold out
Hallstatt Advisors L.P.0$00.00%−46,411−100.0%Sold out
Sienna Gestion0$00.00%−45,053−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−38,503−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−21,634−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−19,923−100.0%Sold out
USS Investment Management Ltd0$00.00%−15,585−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−14,540−100.0%Sold out
Formuepleje A/S0$00.00%−14,499−100.0%Sold out
Alberta Investment Management Corp0$00.00%−7,900−100.0%Sold out
Guidance Capital, Inc0$00.00%−5,928−100.0%Sold out
Bokf, NA0$00.00%−6,586−100.0%Sold out
Kentucky Retirement Systems0$00.00%−4,745−100.0%Sold out
Commerzbank Aktiengesellschaft0$00.00%−3,884−100.0%Sold out
Machina Capital S.A.S.0$00.00%−3,793−100.0%Sold out
LRT Capital Management, LLC0$00.00%−3,056−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−2,423−100.0%Sold out