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 |
|---|---|---|---|---|---|
| Commerce Bank | 2,410 | $546.9K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,389 | $542.2K | 0.00% | +893+59.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,373 | $538.6K | 0.01% | −22−0.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,370 | $537.9K | 0.02% | +720+43.6% | Added |
| Fox Run Management, L.L.C. | 2,367 | $537.2K | 0.09% | −3,223−57.7% | Reduced |
| Fagan Associates, Inc. | 2,345 | $532.2K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,403 | $531.2K | 0.01% | +2,278+1,822.4% | Added |
| Occudo Quantitative Strategies LP | 2,332 | $529.2K | 0.03% | +2,332 | New |
| Camelot Portfolios, LLC | 2,318 | $526.0K | 0.37% | −11−0.5% | Reduced |
| Groupe la Francaise | 2,297 | $521.3K | 0.01% | +2,297 | New |
| Sanctuary Advisors, LLC | 2,267 | $514.5K | 0.00% | −176−7.2% | Reduced |
| Fieldview Capital Management, LLC | 2,266 | $514.3K | 0.15% | −2,048−47.5% | Reduced |
| United Capital Financial Advisers, LLC | 2,262 | $513.4K | 0.00% | −146−6.1% | Reduced |
| 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 |
| MUFG Securities Americas Inc. | 2,229 | $505.9K | 0.03% | +158+7.6% | Added |
| Sterling Capital Management LLC | 2,228 | $505.6K | 0.01% | −324−12.7% | Reduced |
| AE Wealth Management LLC | 2,220 | $503.9K | 0.00% | −172−7.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,173 | $493.2K | 0.01% | +914+72.6% | Added |
| Syon Capital LLC | 2,032 | $461.2K | 0.02% | +908+80.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,980 | $449.4K | 0.03% | −9−0.5% | Reduced |
| Manning & Napier Advisors LLC | 1,955 | $443.7K | 0.01% | +880+81.9% | Added |
| Brighton Jones LLC | 1,945 | $441.4K | 0.01% | −2−0.1% | Reduced |
| Boothbay Fund Management, LLC | 1,936 | $439.4K | 0.01% | +646+50.1% | Added |
| Securian Asset Management, Inc | 1,949 | $438.4K | 0.02% | −100−4.9% | Reduced |
| 111 Capital | 1,873 | $425.1K | 0.07% | −2,105−52.9% | Reduced |
| Wahed Invest LLC | 1,856 | $421.2K | 0.04% | −70−3.6% | Reduced |
| Ci Investments Inc. | 1,836 | $416.7K | 0.00% | +1,836 | New |
| Concurrent Investment Advisors, LLC | 1,817 | $412.3K | 0.00% | +1,817 | New |
| Metis Global Partners, LLC | 1,803 | $409.2K | 0.01% | −4,663−72.1% | Reduced |
| Beacon Financial Group | 1,796 | $407.6K | 0.04% | −255−12.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,793 | $406.9K | 0.00% | +1,457+433.6% | Added |
| Integrated Wealth Concepts LLC | 1,789 | $406.1K | 0.00% | −306−14.6% | Reduced |
| Intech Investment Management LLC | 1,783 | $404.7K | 0.00% | −2,587−59.2% | Reduced |
| Evergreen Capital Management LLC | 1,756 | $398.5K | 0.01% | −404−18.7% | Reduced |
| R Squared Ltd | 1,732 | $393.1K | 0.21% | +1,732 | New |
| State of Wyoming | 1,699 | $385.6K | 0.04% | +1,699 | New |
| Lazard Asset Management LLC | 1,697 | $385.1K | 0.00% | +1,697 | New |
| ICW Investment Advisors LLC | 1,692 | $384.0K | 0.13% | +28+1.7% | Added |
| Hikari Power Ltd | 1,660 | $377.0K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,658 | $376.3K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,663 | $365.4K | 0.01% | +497+42.6% | Added |
| STRS Ohio | 1,610 | $365.4K | 0.00% | −4,798−74.9% | Reduced |
| Aigen Investment Management, LP | 1,604 | $364.0K | 0.10% | +1,604 | New |
| Estabrook Capital Management | 1,600 | $363.1K | 0.05% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 1,585 | $359.7K | 0.08% | +370+30.5% | Added |
| TCG Advisory Services, LLC | 1,576 | $357.7K | 0.01% | +1,576 | New |
| Bull Harbor Capital LLC | 1,571 | $356.5K | 0.07% | +74+4.9% | Added |
| Smartleaf Asset Management LLC | 1,562 | $352.9K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,530 | $347.2K | 0.02% | +27+1.8% | Added |
| Perigon Wealth Management, LLC | 1,477 | $335.2K | 0.01% | +403+37.5% | Added |
| RMR Wealth Builders | 1,465 | $332.5K | 0.02% | +2+0.1% | Added |
| Oppenheimer Asset Management Inc. | 1,459 | $331.1K | 0.00% | −1,440−49.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,450 | $329.2K | 0.00% | −30−2.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,442 | $327.3K | 0.01% | −410−22.1% | Reduced |
| Benjamin Edwards Inc | 1,414 | $320.9K | 0.00% | +1,414 | New |
| Advisory Alpha, LLC | 1,410 | $320.0K | 0.01% | −5−0.4% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $317.7K | 0.04% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 1,390 | $315.5K | 0.01% | −18,807−93.1% | Reduced |
| nVerses Capital, LLC | 1,390 | $315.5K | 0.49% | −128−8.4% | Reduced |
| Optiver Holding B.V. | 1,356 | $307.7K | 0.00% | +1,216+868.6% | Added |
| Oak Thistle LLC | 1,352 | $306.8K | 0.03% | −1,924−58.7% | Reduced |
| Bahl & Gaynor Inc | 1,349 | $306.2K | 0.00% | −160−10.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,344 | $305.0K | 0.01% | −6,360−82.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,341 | $304.4K | 0.01% | −105−7.3% | Reduced |
| Caerus Investment Advisors, LLC | 1,332 | $302.3K | 0.10% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,321 | $299.8K | 0.01% | +120+10.0% | Added |
| PEAK6 LLC | 1,290 | $292.8K | 0.01% | +1,290 | New |
| Centiva Capital, LP | 1,289 | $292.5K | 0.01% | +1,289 | New |
| Global Retirement Partners, LLC | 1,279 | $290.3K | 0.00% | +1,279 | New |
| Fiduciary Trust Co | 1,269 | $288.0K | 0.00% | −12−0.9% | Reduced |
| Oppenheimer & Co Inc | 1,267 | $287.5K | 0.00% | +1,267 | New |
| Mirabella Financial Services LLP | 1,253 | $284.4K | 0.03% | +1,253 | New |
| Everhart Financial Group, Inc. | 1,249 | $283.5K | 0.02% | +74+6.3% | Added |
| Equitable Trust Co | 1,247 | $283.0K | 0.01% | −122−8.9% | Reduced |
| Quadcap Wealth Management, LLC | 1,244 | $282.3K | 0.03% | +17+1.4% | Added |
| Proficio Capital Partners LLC | 1,240 | $281.4K | 0.01% | +1,240 | New |
| Sheets Smith Wealth Management | 1,229 | $278.9K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,209 | $274.5K | 0.00% | −44−3.5% | Reduced |
| PFG Investments, LLC | 1,204 | $273.2K | 0.01% | +3+0.2% | Added |
| Arthur M. Cohen & Associates, LLC | 1,200 | $272.3K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,200 | $272.3K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,189 | $269.8K | 0.01% | +1,189 | New |
| MASTERINVEST Kapitalanlage GmbH | 1,187 | $269.4K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 1,186 | $269.2K | 0.08% | −1,137−48.9% | Reduced |
| Kera Capital Partners, Inc. | 1,181 | $268.0K | 0.03% | +1,181 | New |
| Rothschild Investment LLC | 1,175 | $266.7K | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 1,153 | $261.7K | 0.00% | −34−2.9% | Reduced |
| Studio Investment Management LLC | 1,127 | $255.8K | 0.04% | −8−0.7% | Reduced |
| Camden Capital, LLC | 1,125 | $255.3K | 0.01% | +1,125 | New |
| Acadian Asset Management LLC | 1,128 | $255.0K | 0.00% | −22,376−95.2% | Reduced |
| ISAM Funds (UK) Ltd | 1,100 | $249.6K | 0.18% | −6,123−84.8% | Reduced |
| Argent Trust Co | 1,098 | $249.2K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,071 | $243.1K | 0.05% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,071 | $243.1K | 0.02% | +1,071 | New |
| Siemens Fonds Invest GmbH | 1,065 | $241.7K | 0.01% | +23+2.2% | Added |
| Sovereign's Capital Management, LLC | 1,047 | $237.6K | 0.16% | −21−2.0% | Reduced |
| OneAscent Investment Solutions LLC | 1,023 | $232.2K | 0.22% | −325−24.1% | Reduced |
| Prosperity Consulting Group, LLC | 1,003 | $227.6K | 0.01% | +1,003 | New |
| Claret Asset Management Corp | 999 | $227.0K | 0.02% | −300−23.1% | Reduced |