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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 1,125 | $255.3K | 0.01% | +1,125 | New |
| Studio Investment Management LLC | 1,127 | $255.8K | 0.04% | −8−0.7% | Reduced |
| TCW Group Inc | 1,153 | $261.7K | 0.00% | −34−2.9% | Reduced |
| Rothschild Investment LLC | 1,175 | $266.7K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,181 | $268.0K | 0.03% | +1,181 | New |
| Northstar Asset Management Inc | 1,186 | $269.2K | 0.08% | −1,137−48.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 1,187 | $269.4K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,189 | $269.8K | 0.01% | +1,189 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,200 | $272.3K | 0.00% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,200 | $272.3K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,204 | $273.2K | 0.01% | +3+0.2% | Added |
| Stifel Financial Corp | 1,209 | $274.5K | 0.00% | −44−3.5% | Reduced |
| Sheets Smith Wealth Management | 1,229 | $278.9K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,240 | $281.4K | 0.01% | +1,240 | New |
| Quadcap Wealth Management, LLC | 1,244 | $282.3K | 0.03% | +17+1.4% | Added |
| Equitable Trust Co | 1,247 | $283.0K | 0.01% | −122−8.9% | Reduced |
| Everhart Financial Group, Inc. | 1,249 | $283.5K | 0.02% | +74+6.3% | Added |
| Mirabella Financial Services LLP | 1,253 | $284.4K | 0.03% | +1,253 | New |
| Oppenheimer & Co Inc | 1,267 | $287.5K | 0.00% | +1,267 | New |
| Fiduciary Trust Co | 1,269 | $288.0K | 0.00% | −12−0.9% | Reduced |
| Global Retirement Partners, LLC | 1,279 | $290.3K | 0.00% | +1,279 | New |
| Centiva Capital, LP | 1,289 | $292.5K | 0.01% | +1,289 | New |
| PEAK6 LLC | 1,290 | $292.8K | 0.01% | +1,290 | New |
| GAMMA Investing LLC | 1,321 | $299.8K | 0.01% | +120+10.0% | Added |
| Caerus Investment Advisors, LLC | 1,332 | $302.3K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,341 | $304.4K | 0.01% | −105−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,344 | $305.0K | 0.01% | −6,360−82.6% | Reduced |
| Bahl & Gaynor Inc | 1,349 | $306.2K | 0.00% | −160−10.6% | Reduced |
| Oak Thistle LLC | 1,352 | $306.8K | 0.03% | −1,924−58.7% | Reduced |
| Optiver Holding B.V. | 1,356 | $307.7K | 0.00% | +1,216+868.6% | Added |
| nVerses Capital, LLC | 1,390 | $315.5K | 0.49% | −128−8.4% | Reduced |
| SummitTX Capital, L.P. | 1,390 | $315.5K | 0.01% | −18,807−93.1% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $317.7K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,410 | $320.0K | 0.01% | −5−0.4% | Reduced |
| Benjamin Edwards Inc | 1,414 | $320.9K | 0.00% | +1,414 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,442 | $327.3K | 0.01% | −410−22.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,450 | $329.2K | 0.00% | −30−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 1,459 | $331.1K | 0.00% | −1,440−49.7% | Reduced |
| RMR Wealth Builders | 1,465 | $332.5K | 0.02% | +2+0.1% | Added |
| Perigon Wealth Management, LLC | 1,477 | $335.2K | 0.01% | +403+37.5% | Added |
| Checchi Capital Advisers, LLC | 1,530 | $347.2K | 0.02% | +27+1.8% | Added |
| Smartleaf Asset Management LLC | 1,562 | $352.9K | 0.01% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 1,571 | $356.5K | 0.07% | +74+4.9% | Added |
| TCG Advisory Services, LLC | 1,576 | $357.7K | 0.01% | +1,576 | New |
| Sagewood Asset Management LP | 1,585 | $359.7K | 0.08% | +370+30.5% | Added |
| Estabrook Capital Management | 1,600 | $363.1K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,604 | $364.0K | 0.10% | +1,604 | New |
| STRS Ohio | 1,610 | $365.4K | 0.00% | −4,798−74.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,663 | $365.4K | 0.01% | +497+42.6% | Added |
| Ostrum Asset Management | 1,658 | $376.3K | 0.02% | 00.0% | Unchanged |
| Hikari Power Ltd | 1,660 | $377.0K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,692 | $384.0K | 0.13% | +28+1.7% | Added |
| Lazard Asset Management LLC | 1,697 | $385.1K | 0.00% | +1,697 | New |
| State of Wyoming | 1,699 | $385.6K | 0.04% | +1,699 | New |
| R Squared Ltd | 1,732 | $393.1K | 0.21% | +1,732 | New |
| Evergreen Capital Management LLC | 1,756 | $398.5K | 0.01% | −404−18.7% | Reduced |
| Intech Investment Management LLC | 1,783 | $404.7K | 0.00% | −2,587−59.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,789 | $406.1K | 0.00% | −306−14.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,793 | $406.9K | 0.00% | +1,457+433.6% | Added |
| Beacon Financial Group | 1,796 | $407.6K | 0.04% | −255−12.4% | Reduced |
| Metis Global Partners, LLC | 1,803 | $409.2K | 0.01% | −4,663−72.1% | Reduced |
| Concurrent Investment Advisors, LLC | 1,817 | $412.3K | 0.00% | +1,817 | New |
| Ci Investments Inc. | 1,836 | $416.7K | 0.00% | +1,836 | New |
| Wahed Invest LLC | 1,856 | $421.2K | 0.04% | −70−3.6% | Reduced |
| 111 Capital | 1,873 | $425.1K | 0.07% | −2,105−52.9% | Reduced |
| Securian Asset Management, Inc | 1,949 | $438.4K | 0.02% | −100−4.9% | Reduced |
| Boothbay Fund Management, LLC | 1,936 | $439.4K | 0.01% | +646+50.1% | Added |
| Brighton Jones LLC | 1,945 | $441.4K | 0.01% | −2−0.1% | Reduced |
| Manning & Napier Advisors LLC | 1,955 | $443.7K | 0.01% | +880+81.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,980 | $449.4K | 0.03% | −9−0.5% | Reduced |
| Syon Capital LLC | 2,032 | $461.2K | 0.02% | +908+80.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,173 | $493.2K | 0.01% | +914+72.6% | Added |
| AE Wealth Management LLC | 2,220 | $503.9K | 0.00% | −172−7.2% | Reduced |
| Sterling Capital Management LLC | 2,228 | $505.6K | 0.01% | −324−12.7% | Reduced |
| MUFG Securities Americas Inc. | 2,229 | $505.9K | 0.03% | +158+7.6% | Added |
| Salvus Wealth Management, LLC | 2,248 | $510.2K | 0.29% | +28+1.3% | Added |
| North Dakota State Investment Board | 2,248 | $510.2K | 0.02% | +38+1.7% | Added |
| United Capital Financial Advisers, LLC | 2,262 | $513.4K | 0.00% | −146−6.1% | Reduced |
| Fieldview Capital Management, LLC | 2,266 | $514.3K | 0.15% | −2,048−47.5% | Reduced |
| Sanctuary Advisors, LLC | 2,267 | $514.5K | 0.00% | −176−7.2% | Reduced |
| Groupe la Francaise | 2,297 | $521.3K | 0.01% | +2,297 | New |
| Camelot Portfolios, LLC | 2,318 | $526.0K | 0.37% | −11−0.5% | Reduced |
| Occudo Quantitative Strategies LP | 2,332 | $529.2K | 0.03% | +2,332 | New |
| Whittier Trust Co of Nevada Inc | 2,403 | $531.2K | 0.01% | +2,278+1,822.4% | Added |
| Fagan Associates, Inc. | 2,345 | $532.2K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,367 | $537.2K | 0.09% | −3,223−57.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,370 | $537.9K | 0.02% | +720+43.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,373 | $538.6K | 0.01% | −22−0.9% | Reduced |
| EP Wealth Advisors, LLC | 2,389 | $542.2K | 0.00% | +893+59.7% | Added |
| Commerce Bank | 2,410 | $546.9K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,423 | $549.9K | 0.01% | +2,423 | New |
| Advisor Group Holdings, Inc. | 2,433 | $552.2K | 0.00% | −4,866−66.7% | Reduced |
| Ossiam | 2,466 | $559.7K | 0.01% | −737−23.0% | Reduced |
| HighTower Advisors, LLC | 2,479 | $562.6K | 0.00% | −1,805−42.1% | Reduced |
| Mackenzie Financial Corp | 2,498 | $566.9K | 0.00% | −147−5.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,532 | $574.6K | 0.02% | +442+21.1% | Added |
| HB Wealth Management, LLC | 2,545 | $577.6K | 0.00% | +132+5.5% | Added |
| Guinness Asset Management LTD | 2,572 | $583.7K | 0.01% | +344+15.4% | Added |
| Empirical Finance, LLC | 2,606 | $591.4K | 0.02% | +88+3.5% | Added |
| Stock Yards Bank & Trust Co | 2,609 | $592.1K | 0.02% | 00.0% | Unchanged |