Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 690 institutions that hold shares in the stock, with a total of 77.6 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
1,620
shares
|
$309,177
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
1,600
shares
|
$305,360
0.05% of portfolio
|
Q3 2018
Reduced 8.57%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,551
shares
|
$296,008
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,516
shares
|
$289,328
0.18% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
1,511
shares
|
$288,374
0.03% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,487
shares
|
$283,793
0.02% of portfolio
|
Q4 2024
Reduced 29.49%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,482
shares
|
$282,839
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,478
shares
|
$282,076
0.0% of portfolio
|
Q1 2025
Reduced 59.64%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
1,473
shares
|
$281,122
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,466
shares
|
$279,786
0.08% of portfolio
|
Q4 2022
Reduced 12.69%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,460
shares
|
$278,641
0.04% of portfolio
|
Q3 2019
New holding
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
1,438
shares
|
$274,442
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
1,416
shares
|
$270,243
0.02% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
1,410
shares
|
$269,098
0.02% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
1,400
shares
|
$267,190
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,399
shares
|
$266,999
0.01% of portfolio
|
Q2 2020
Reduced 1.25%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
1,398
shares
|
$266,808
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
1,353
shares
|
$258,220
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
1,350
shares
|
$257,647
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,341
shares
|
$255,929
0.03% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,328
shares
|
$253,448
0.02% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,316
shares
|
$251,158
0.1% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
1,286
shares
|
$245,433
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,286
shares
|
$245,433
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,280
shares
|
$244,288
0.0% of portfolio
|
Q1 2025
Added 1.35%
|