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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American National Bank | 62 | $14.1K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 63 | $14.3K | 0.00% | +23+57.5% | Added |
| First Pacific Financial | 64 | $14.5K | 0.00% | +62+3,100.0% | Added |
| Quest 10 Wealth Builders, Inc. | 65 | $14.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67 | $15.2K | 0.00% | +34+103.0% | Added |
| City Holding Co | 70 | $15.9K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 70 | $15.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 85 | $19.3K | 0.00% | −34−28.6% | Reduced |
| Caldwell Trust Co | 85 | $19.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 87 | $19.7K | 0.01% | +9+11.5% | Added |
| CVA Family Office, LLC | 88 | $20.0K | 0.00% | +10+12.8% | Added |
| Hillsdale Investment Management Inc. | 90 | $20.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 90 | $20.4K | 0.00% | +90 | New |
| Eastern Bank | 101 | $22.9K | 0.00% | +101 | New |
| GW&K Investment Management, LLC | 102 | $23.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 103 | $23.4K | 0.01% | +89+635.7% | Added |
| Massmutual Trust Co FSB | 109 | $24.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 109 | $24.7K | 0.01% | +40+58.0% | Added |
| IFP Advisors, Inc | 118 | $26.8K | 0.00% | −8−6.3% | Reduced |
| J.Safra Asset Management Corp | 137 | $31.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 144 | $32.7K | 0.00% | −11,895−98.8% | Reduced |
| GoalVest Advisory LLC | 148 | $33.6K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 149 | $33.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 150 | $34.0K | 0.00% | +30+25.0% | Added |
| SJS Investment Consulting Inc. | 151 | $34.3K | 0.00% | +2+1.3% | Added |
| Ares Financial Consulting, LLC | 156 | $35.4K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 156 | $35.4K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 197 | $44.6K | 0.00% | +197 | New |
| Onefund, LLC | 199 | $45.2K | 0.03% | −6−2.9% | Reduced |
| Cromwell Holdings LLC | 209 | $47.4K | 0.02% | +6+3.0% | Added |
| Loomis Sayles & Co L P | 217 | $49.2K | 0.00% | +85+64.4% | Added |
| Transamerica Financial Advisors, Inc. | 218 | $49.5K | 0.00% | +185+560.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 223 | $50.6K | 0.00% | +223 | New |
| AdvisorNet Financial, Inc | 225 | $51.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 225 | $51.1K | 0.00% | +19+9.2% | Added |
| Parkside Financial Bank & Trust | 227 | $51.5K | 0.00% | +64+39.3% | Added |
| Measured Wealth Private Client Group, LLC | 234 | $53.1K | 0.01% | +234 | New |
| McMillan Office, Inc. | 261 | $59.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 277 | $62.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 272 | $62.0K | 0.04% | −7−2.5% | Reduced |
| Central Trust Co | 281 | $63.8K | 0.00% | 00.0% | Unchanged |
| Ecofi Investissements SA | 300 | $68.1K | 0.24% | −100−25.0% | Reduced |
| West Paces Advisors Inc. | 310 | $70.4K | 0.01% | +310 | New |
| Godsey & Gibb Associates | 325 | $73.8K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 332 | $75.3K | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 361 | $81.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 389 | $88.3K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 398 | $90.3K | 0.00% | +6+1.5% | Added |
| Hollencrest Capital Management | 400 | $90.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 407 | $92.4K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $93.7K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 489 | $111.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 502 | $113.9K | 0.00% | +14+2.9% | Added |
| Generali Asset Management SPA SGR | 508 | $115.3K | 0.00% | +102+25.1% | Added |
| Osbon Capital Management LLC | 511 | $116.1K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 543 | $123.2K | 0.00% | −341−38.6% | Reduced |
| United Community Bank | 555 | $126.0K | 0.04% | +10+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 555 | $126.0K | 0.00% | −24−4.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 565 | $128.2K | 0.07% | −62−9.9% | Reduced |
| Quent Capital, LLC | 614 | $139.3K | 0.01% | +2+0.3% | Added |
| Ameritas Investment Partners, Inc. | 635 | $144.1K | 0.00% | −36−5.4% | Reduced |
| Oslo Pensjonsforsikring AS | 665 | $150.9K | 0.02% | −540−44.8% | Reduced |
| Versant Capital Management, Inc | 674 | $153.0K | 0.01% | −13−1.9% | Reduced |
| Employees Retirement System of Texas | 676 | $153.0K | 0.00% | +70+11.6% | Added |
| Allworth Financial LP | 722 | $163.9K | 0.00% | +62+9.4% | Added |
| Bessemer Group Inc | 723 | $165.0K | 0.00% | +142+24.4% | Added |
| Signaturefd, LLC | 770 | $174.7K | 0.00% | +146+23.4% | Added |
| Assetmark, Inc | 837 | $190.0K | 0.00% | −1,235−59.6% | Reduced |
| Farther Finance Advisors, LLC | 849 | $192.5K | 0.00% | +8+1.0% | Added |
| Parallel Advisors, LLC | 856 | $194.3K | 0.00% | +115+15.5% | Added |
| Larson Financial Group LLC | 871 | $197.7K | 0.01% | +313+56.1% | Added |
| Huntington National Bank | 881 | $199.9K | 0.00% | +101+12.9% | Added |
| Tobam | 882 | $200.0K | 0.05% | +882 | New |
| Transcend Wealth Collective, LLC | 884 | $200.6K | 0.01% | +884 | New |
| S&CO Inc | 900 | $204.0K | 0.01% | +900 | New |
| Harvey Capital Management Inc | 900 | $204.3K | 0.04% | +900 | New |
| Fifth Third Wealth Advisors LLC | 901 | $204.5K | 0.01% | +901 | New |
| Guggenheim Capital LLC | 909 | $206.3K | 0.00% | +909 | New |
| Apollon Wealth Management, LLC | 909 | $206.3K | 0.00% | +909 | New |
| Northwest & Ethical Investments L.P. | 918 | $207.4K | 0.00% | +918 | New |
| CX Institutional | 915 | $208.0K | 0.01% | +30+3.4% | Added |
| Waddell & Associates, LLC | 936 | $212.4K | 0.01% | +936 | New |
| Brinker Capital Investments, LLC | 951 | $215.9K | 0.00% | +951 | New |
| Centerpoint Advisors, LLC | 958 | $217.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 966 | $219.0K | 0.00% | +966 | New |
| Quadrant Capital Group LLC | 972 | $220.6K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 987 | $224.0K | 0.00% | +987 | New |
| Modera Wealth Management, LLC | 1,000 | $226.9K | 0.00% | +1,000 | New |
| Axxion S.A. | 1,000 | $226.9K | 0.02% | +1,000 | New |
| Claret Asset Management Corp | 999 | $227.0K | 0.02% | −300−23.1% | Reduced |
| Prosperity Consulting Group, LLC | 1,003 | $227.6K | 0.01% | +1,003 | New |
| OneAscent Investment Solutions LLC | 1,023 | $232.2K | 0.22% | −325−24.1% | Reduced |
| Sovereign's Capital Management, LLC | 1,047 | $237.6K | 0.16% | −21−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,065 | $241.7K | 0.01% | +23+2.2% | Added |
| Laurion Capital Management LP | 1,071 | $243.1K | 0.02% | +1,071 | New |
| Cadent Capital Advisors, LLC | 1,071 | $243.1K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 1,098 | $249.2K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,100 | $249.6K | 0.18% | −6,123−84.8% | Reduced |
| Acadian Asset Management LLC | 1,128 | $255.0K | 0.00% | −22,376−95.2% | Reduced |