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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, Q2 2026

Institutional positions in Idex Corp as of Jun 30, 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
691
+24 vs. Q1 2026
Shares held
75.0M
+387.4K (+0.5%) vs. Q1 2026
Total value
$17.0B
+$2.88B (+20.4%) vs. Q1 2026
New holders
93
254 more added
Sold out
69
210 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 691 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 heldQ2 2026: $17.0B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2026.

Institutions holding IEX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC3$00.00%+3New
MV Capital Management, Inc.1$2270.00%00.0%Unchanged
TFC Financial Management1$2270.00%00.0%Unchanged
Redwood Park Advisors LLC1$2270.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$2270.00%+1New
Planning Strategies Inc.1$2270.00%+1New
Compass Financial Management LLC1$2270.00%+1New
Halbert Hargrove Global Advisors, LLC2$4340.00%+2New
DecisionPoint Financial, LLC2$4500.00%+2New
Bogart Wealth, LLC2$4540.00%−1−33.3%Reduced
American Capital Advisory, LLC2$4540.00%00.0%Unchanged
Seneschal Advisors, LLC2$4540.00%00.0%Unchanged
Colonial Trust Co2$4540.00%00.0%Unchanged
Signature Equity Partners, LLC2$4540.00%+1+100.0%Added
Motco2$4540.00%+2New
Birchbrook, Inc.2$5350.00%00.0%Unchanged
Arlington Trust Co LLC3$6810.00%00.0%Unchanged
Valued Wealth Advisors LLC3$6810.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$6810.00%00.0%Unchanged
Highline Wealth Partners LLC3$6810.00%00.0%Unchanged
Harbour Investments, Inc.3$6810.00%+1+50.0%Added
CoreCap Advisors, LLC3$6810.00%+3New
Trifecta Capital Advisors, LLC3$6810.00%+3New
Buck Wealth Strategies, LLC3$6810.00%+3New
Dunhill Financial, LLC3$7850.00%00.0%Unchanged
Clark Wealth Partners4$9080.00%00.0%Unchanged
1015 Capital Partners, LLC4$9080.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$1.00K0.00%00.0%Unchanged
International Assets Investment Management, LLC5$1.13K0.00%+3+150.0%Added
Nemes Rush Group LLC5$1.14K0.00%00.0%Unchanged
IMG Wealth Management, Inc.5$1.14K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.5$1.14K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.5$1.14K0.00%+5New
Silver Grove Financial Group, Inc.5$1.14K0.00%+5New
Hughes Financial Services, LLC6$1.36K0.00%+5+500.0%Added
Networth Advisors, LLC7$1.59K0.00%00.0%Unchanged
SHP Wealth Management7$1.59K0.00%+4+133.3%Added
Ameriflex Group, Inc.7$1.59K0.00%+7New
Geneos Wealth Management Inc.7$1.62K0.00%−30−81.1%Reduced
Burk Holdings LLC8$1.82K0.00%00.0%Unchanged
Y.D. More Investments Ltd2,697$2.06K0.00%+132+5.1%Added
Cornerstone Planning Group LLC10$2.23K0.00%00.0%Unchanged
Asset Dedication, LLC10$2.27K0.00%00.0%Unchanged
Kilter Group LLC10$2.27K0.00%00.0%Unchanged
HFM Investment Advisors, LLC10$2.27K0.00%+5+100.0%Added
Anchor Investment Management, LLC10$2.27K0.00%+10New
Kingdom Financial Group LLC.10$2.37K0.00%00.0%Unchanged
Bell Investment Advisors, Inc11$2.50K0.00%00.0%Unchanged
Manchester Capital Management LLC12$2.72K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$2.72K0.00%+1+9.1%Added
Sachetta, LLC13$2.95K0.00%00.0%Unchanged
Avion Wealth17$3.00K0.00%+8+88.9%Added
Financial Consulate, Inc14$3.18K0.00%00.0%Unchanged
Private Wealth Management Group, LLC14$3.18K0.00%00.0%Unchanged
UMA Financial Services, Inc.14$3.18K0.00%+2+16.7%Added
Delta Asset Management LLC15$3.40K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC15$3.40K0.00%+3+25.0%Added
Creative Capital Management Investments LLC15$3.40K0.00%+15New
Valley National Advisers Inc15$3.40K0.00%+2+15.4%Added
JPL Wealth Management, LLC15$3.40K0.00%+15New
SBI Securities Co., Ltd.17$3.86K0.00%00.0%Unchanged
Creative Financial Designs Inc19$4.31K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC19$4.31K0.00%00.0%Unchanged
Raffa Wealth Management, LLC20$4.54K0.00%+6+42.9%Added
Cedar Mountain Advisors, LLC21$4.77K0.00%00.0%Unchanged
Cornerstone Financial Management LLC21$4.77K0.00%00.0%Unchanged
Clear Street Markets LLC21$4.77K0.00%+9+75.0%Added
Pier Capital, LLC22$4.99K0.00%+7+46.7%Added
GWM Advisors LLC24$5.45K0.00%−4−14.3%Reduced
Prestige Wealth Management Group LLC24$5.45K0.00%00.0%Unchanged
Financial Management Professionals, Inc.25$5.67K0.00%+2+8.7%Added
Rialto Wealth Management, LLC26$5.90K0.00%+12+85.7%Added
Bruce G. Allen Investments, LLC27$6.13K0.00%00.0%Unchanged
Crewe Advisors LLC30$6.81K0.00%00.0%Unchanged
Princeton Global Asset Management LLC31$7.04K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC31$7.04K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC32$7.33K0.00%+32New
Salomon & Ludwin, LLC34$7.65K0.00%00.0%Unchanged
Heritage Wealth Advisors35$7.94K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC35$7.94K0.00%00.0%Unchanged
Synergy Investment Management, LLC36$8.25K0.00%+17+89.5%Added
Strengthening Families & Communities, LLC37$8.51K0.00%00.0%Unchanged
Investors Research Corp39$8.85K0.00%00.0%Unchanged
MTM Investment Management, LLC39$8.85K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC39$8.85K0.00%+4+11.4%Added
LRI Investments, LLC41$9.30K0.00%+5+13.9%Added
Activest Wealth Management43$9.76K0.00%00.0%Unchanged
Fortitude Family Office, LLC43$9.76K0.00%+1+2.4%Added
Private Trust Co NA44$9.99K0.00%00.0%Unchanged
Quarry LP45$10.2K0.00%−71−61.2%Reduced
Meramec Financial Planners, LLC46$10.3K0.00%00.0%Unchanged
Action Point Financial Planning, LLC49$10.7K0.00%+49New
TD Waterhouse Canada Inc.50$11.2K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP50$11.3K0.00%00.0%Unchanged
Zions Bancorporation, National Association50$11.3K0.00%+24+92.3%Added
First Horizon Corp53$12.0K0.00%00.0%Unchanged
Webster Bank, N. A.54$12.3K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc54$12.3K0.00%00.0%Unchanged
Key Financial Inc58$13.2K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC59$13.4K0.01%00.0%Unchanged