Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 685 institutions that hold shares in the stock, with a total of 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,233
shares
|
$227,340
0.0% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
1,219
shares
|
$224,759
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,218
shares
|
$224,574
0.0% of portfolio
|
Q1 2025
Reduced 27.15%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
1,212
shares
|
$223,468
0.01% of portfolio
|
Q4 2024
Reduced 52.55%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,209
shares
|
$222,915
0.0% of portfolio
|
Q2 2025
Reduced 91.42%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
1,200
shares
|
$221,256
0.04% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
1,183
shares
|
$218,121
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,173
shares
|
$216,277
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,170
shares
|
$215,724
0.0% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,146
shares
|
$211,299
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,145
shares
|
$211,115
0.04% of portfolio
|
Q1 2025
Reduced 66.26%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,109
shares
|
$204,477
0.0% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,087
shares
|
$200,421
0.0% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,078
shares
|
$198,761
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
1,070
shares
|
$197,286
0.02% of portfolio
|
Q3 2023
Reduced 13.64%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,062
shares
|
$195,811
0.04% of portfolio
|
Q1 2025
Added 15071.43%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,048
shares
|
$193,230
0.04% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,048
shares
|
$193,230
0.18% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,014
shares
|
$186,961
0.01% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,009
shares
|
$186,039
0.03% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
995
shares
|
$183,458
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
994
shares
|
$183,273
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
958
shares
|
$176,636
0.06% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
934
shares
|
$172,210
0.0% of portfolio
|
Q2 2024
Added 5.42%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
932
shares
|
$171,842
0.07% of portfolio
|
Q1 2025
Reduced 8.45%
|