Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 654 institutions that hold shares in the stock, with a total of 75.8 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,069
shares
|
$239,541
0.01% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,068
shares
|
$239,317
0.21% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,056
shares
|
$236,628
0.0% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
1,050
shares
|
$235,284
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,027
shares
|
$230,130
0.01% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,024
shares
|
$229,457
0.01% of portfolio
|
Q4 2023
Reduced 10.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,016
shares
|
$227,665
0.0% of portfolio
|
Q3 2024
Reduced 97.2%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,012
shares
|
$226,768
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,002
shares
|
$224,528
0.07% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1,001
shares
|
$224,304
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
1,001
shares
|
$224,304
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
995
shares
|
$222,959
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
994
shares
|
$222,735
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
982
shares
|
$220,046
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
981
shares
|
$219,822
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
974
shares
|
$218,253
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
972
shares
|
$217,805
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
970
shares
|
$217,357
0.04% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
970
shares
|
$217,357
0.01% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
967
shares
|
$216,685
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
955
shares
|
$213,996
0.04% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
947
shares
|
$212,203
0.01% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
946
shares
|
$211,979
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
940
shares
|
$210,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
938
shares
|
$210,187
0.0% of portfolio
|
Q3 2024
New holding
|