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 |
|---|---|---|---|---|---|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
460
shares
|
$103,076
0.0% of portfolio
|
Q3 2024
Added 475.0%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
457
shares
|
$102,404
0.0% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
455
shares
|
$101,956
0.08% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
455
shares
|
$101,956
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
435
shares
|
$97,474
0.0% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
417
shares
|
$93,441
0.01% of portfolio
|
Q4 2023
Added 2.46%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
415
shares
|
$92,993
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
400
shares
|
$89,632
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
400
shares
|
$89,632
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
394
shares
|
$88,287
0.01% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
388
shares
|
$86,943
0.01% of portfolio
|
Q4 2023
Added 25.57%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
366
shares
|
$82,013
0.0% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
358
shares
|
$80,220
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
349
shares
|
$78,203
0.0% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
333
shares
|
$74,618
0.0% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
331
shares
|
$74,170
0.0% of portfolio
|
Q3 2022
Added 120.67%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
327
shares
|
$73,274
0.03% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
317
shares
|
$71,033
0.0% of portfolio
|
Q3 2021
Reduced 5.65%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
310
shares
|
$69,464
0.02% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
301
shares
|
$67,448
0.0% of portfolio
|
Q3 2024
Added 119.71%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
300
shares
|
$67,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
294
shares
|
$65,879
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
277
shares
|
$62,070
0.0% of portfolio
|
Q4 2020
Added 6.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
252
shares
|
$56,468
0.03% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
240
shares
|
$53,779
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|