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 |
|---|---|---|---|---|---|
| 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 |
| Baker Avenue Asset Management, LP | 987 | $224.0K | 0.00% | +987 | New |
| Quadrant Capital Group LLC | 972 | $220.6K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 966 | $219.0K | 0.00% | +966 | New |
| Centerpoint Advisors, LLC | 958 | $217.0K | 0.06% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 951 | $215.9K | 0.00% | +951 | New |
| Waddell & Associates, LLC | 936 | $212.4K | 0.01% | +936 | New |
| CX Institutional | 915 | $208.0K | 0.01% | +30+3.4% | Added |
| Northwest & Ethical Investments L.P. | 918 | $207.4K | 0.00% | +918 | New |
| Guggenheim Capital LLC | 909 | $206.3K | 0.00% | +909 | New |
| Apollon Wealth Management, LLC | 909 | $206.3K | 0.00% | +909 | New |
| Fifth Third Wealth Advisors LLC | 901 | $204.5K | 0.01% | +901 | New |
| Harvey Capital Management Inc | 900 | $204.3K | 0.04% | +900 | New |
| S&CO Inc | 900 | $204.0K | 0.01% | +900 | New |
| Transcend Wealth Collective, LLC | 884 | $200.6K | 0.01% | +884 | New |
| Tobam | 882 | $200.0K | 0.05% | +882 | New |
| Huntington National Bank | 881 | $199.9K | 0.00% | +101+12.9% | Added |
| Larson Financial Group LLC | 871 | $197.7K | 0.01% | +313+56.1% | Added |
| Parallel Advisors, LLC | 856 | $194.3K | 0.00% | +115+15.5% | Added |
| Farther Finance Advisors, LLC | 849 | $192.5K | 0.00% | +8+1.0% | Added |
| Assetmark, Inc | 837 | $190.0K | 0.00% | −1,235−59.6% | Reduced |
| Signaturefd, LLC | 770 | $174.7K | 0.00% | +146+23.4% | Added |
| Bessemer Group Inc | 723 | $165.0K | 0.00% | +142+24.4% | Added |
| Allworth Financial LP | 722 | $163.9K | 0.00% | +62+9.4% | Added |
| Employees Retirement System of Texas | 676 | $153.0K | 0.00% | +70+11.6% | Added |
| Versant Capital Management, Inc | 674 | $153.0K | 0.01% | −13−1.9% | Reduced |
| Oslo Pensjonsforsikring AS | 665 | $150.9K | 0.02% | −540−44.8% | Reduced |
| Ameritas Investment Partners, Inc. | 635 | $144.1K | 0.00% | −36−5.4% | Reduced |
| Quent Capital, LLC | 614 | $139.3K | 0.01% | +2+0.3% | Added |
| Dynamic Wealth Strategies, LLC | 565 | $128.2K | 0.07% | −62−9.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 555 | $126.0K | 0.00% | −24−4.1% | Reduced |
| United Community Bank | 555 | $126.0K | 0.04% | +10+1.8% | Added |
| Ancora Advisors, LLC | 543 | $123.2K | 0.00% | −341−38.6% | Reduced |
| Osbon Capital Management LLC | 511 | $116.1K | 0.09% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 508 | $115.3K | 0.00% | +102+25.1% | Added |
| Mather Group, LLC. | 502 | $113.9K | 0.00% | +14+2.9% | Added |
| Cullen/Frost Bankers, Inc. | 489 | $111.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 413 | $93.7K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 407 | $92.4K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $90.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 398 | $90.3K | 0.00% | +6+1.5% | Added |
| Sittner & Nelson, LLC | 389 | $88.3K | 0.03% | 00.0% | Unchanged |
| Tema ETFs LLC | 361 | $81.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 332 | $75.3K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 325 | $73.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 310 | $70.4K | 0.01% | +310 | New |
| Ecofi Investissements SA | 300 | $68.1K | 0.24% | −100−25.0% | Reduced |
| Central Trust Co | 281 | $63.8K | 0.00% | 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 |
| McMillan Office, Inc. | 261 | $59.2K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 234 | $53.1K | 0.01% | +234 | New |
| Parkside Financial Bank & Trust | 227 | $51.5K | 0.00% | +64+39.3% | Added |
| AdvisorNet Financial, Inc | 225 | $51.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 225 | $51.1K | 0.00% | +19+9.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 223 | $50.6K | 0.00% | +223 | New |
| Transamerica Financial Advisors, Inc. | 218 | $49.5K | 0.00% | +185+560.6% | Added |
| Loomis Sayles & Co L P | 217 | $49.2K | 0.00% | +85+64.4% | Added |
| Cromwell Holdings LLC | 209 | $47.4K | 0.02% | +6+3.0% | Added |
| Onefund, LLC | 199 | $45.2K | 0.03% | −6−2.9% | Reduced |
| IFG Advisory, LLC | 197 | $44.6K | 0.00% | +197 | New |
| Ares Financial Consulting, LLC | 156 | $35.4K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 156 | $35.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 151 | $34.3K | 0.00% | +2+1.3% | Added |
| TD Private Client Wealth LLC | 150 | $34.0K | 0.00% | +30+25.0% | Added |
| Rossby Financial, LCC | 149 | $33.8K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 148 | $33.6K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 144 | $32.7K | 0.00% | −11,895−98.8% | Reduced |
| J.Safra Asset Management Corp | 137 | $31.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 118 | $26.8K | 0.00% | −8−6.3% | Reduced |
| 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 |
| ZRC Wealth Management, LLC | 103 | $23.4K | 0.01% | +89+635.7% | Added |
| GW&K Investment Management, LLC | 102 | $23.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 101 | $22.9K | 0.00% | +101 | New |
| Hillsdale Investment Management Inc. | 90 | $20.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 90 | $20.4K | 0.00% | +90 | New |
| CVA Family Office, LLC | 88 | $20.0K | 0.00% | +10+12.8% | Added |
| WPG Advisers, LLC | 87 | $19.7K | 0.01% | +9+11.5% | Added |
| 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 |
| Private Wealth Asset Management, LLC | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 70 | $15.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 70 | $15.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67 | $15.2K | 0.00% | +34+103.0% | Added |
| Quest 10 Wealth Builders, Inc. | 65 | $14.8K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 64 | $14.5K | 0.00% | +62+3,100.0% | Added |
| Keating Financial Advisory Services, Inc. | 63 | $14.3K | 0.00% | +23+57.5% | Added |
| American National Bank | 62 | $14.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $13.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $13.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $12.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $12.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 53 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $11.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $11.3K | 0.00% | +24+92.3% | Added |
| TD Waterhouse Canada Inc. | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 49 | $10.7K | 0.00% | +49 | New |
| Meramec Financial Planners, LLC | 46 | $10.3K | 0.00% | 00.0% | Unchanged |