Idex Corp

IEX

Exchange: NYSE
Industry: Pumps & Pumping Equipment
SEC CIK: 0000832101

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Idex Corp as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 5; +1 vs. Q2 2026
Shares held: 2.14K; +402 (+23.1%) vs. Q2 2026
Total value: $487.6K; +$92.8K (+23.5%) vs. Q2 2026
New holders: 1; 3 more added
Sold out: 0; 0 more reduced

687 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holders

Value held

Institutions holding IEX and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q2 2026.

Institutions holding IEX in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Siemens Fonds Invest GmbH	–	–	–	–	Not filed
Sovereign's Capital Management, LLC	–	–	–	–	Not filed
OneAscent Investment Solutions LLC	–	–	–	–	Not filed
Prosperity Consulting Group, LLC	–	–	–	–	Not filed
Claret Asset Management Corp	–	–	–	–	Not filed
Modera Wealth Management, LLC	–	–	–	–	Not filed
Axxion S.A.	–	–	–	–	Not filed
Baker Avenue Asset Management, LP	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Centerpoint Advisors, LLC	–	–	–	–	Not filed
Brinker Capital Investments, LLC	–	–	–	–	Not filed
Waddell & Associates, LLC	–	–	–	–	Not filed
Northwest & Ethical Investments L.P.	–	–	–	–	Not filed
Guggenheim Capital LLC	–	–	–	–	Not filed
Apollon Wealth Management, LLC	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Harvey Capital Management Inc	–	–	–	–	Not filed
S&CO Inc	–	–	–	–	Not filed
Transcend Wealth Collective, LLC	–	–	–	–	Not filed
Tobam	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Employees Retirement System of Texas	–	–	–	–	Not filed
Oslo Pensjonsforsikring AS	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Dynamic Wealth Strategies, LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
United Community Bank	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Osbon Capital Management LLC	–	–	–	–	Not filed
Generali Asset Management SPA SGR	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Cullen/Frost Bankers, Inc.	–	–	–	–	Not filed
Orion Capital Management LLC	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Sittner & Nelson, LLC	–	–	–	–	Not filed
Tema ETFs LLC	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Godsey & Gibb Associates	–	–	–	–	Not filed
West Paces Advisors Inc.	–	–	–	–	Not filed
Ecofi Investissements SA	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Smithfield Trust Co	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
McMillan Office, Inc.	–	–	–	–	Not filed
Measured Wealth Private Client Group, LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
Skandinaviska Enskilda Banken AB (publ)	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Loomis Sayles & Co L P	–	–	–	–	Not filed
Cromwell Holdings LLC	–	–	–	–	Not filed
Onefund, LLC	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Ares Financial Consulting, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
J.Safra Asset Management Corp	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Massmutual Trust Co FSB	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
GW&K Investment Management, LLC	–	–	–	–	Not filed
Eastern Bank	–	–	–	–	Not filed
Hillsdale Investment Management Inc.	–	–	–	–	Not filed
Colonial Trust Advisors	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Caldwell Trust Co	–	–	–	–	Not filed
Private Wealth Asset Management, LLC	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
City Holding Co	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Quest 10 Wealth Builders, Inc.	–	–	–	–	Not filed
First Pacific Financial	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
American National Bank	–	–	–	–	Not filed
Frazier Financial Advisors, LLC	–	–	–	–	Not filed
Key Financial Inc	–	–	–	–	Not filed
Webster Bank, N. A.	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed