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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
995
shares
|
$189,895
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
994
shares
|
$189,704
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
958
shares
|
$182,834
0.06% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
934
shares
|
$178,253
0.0% of portfolio
|
Q2 2024
Added 5.42%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
932
shares
|
$177,872
0.07% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
915
shares
|
$174,627
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
903
shares
|
$172,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
878
shares
|
$167,566
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
827
shares
|
$157,832
0.01% of portfolio
|
Q4 2024
Added 18.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
769
shares
|
$146,763
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
739
shares
|
$141,038
0.01% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
715
shares
|
$136,457
0.02% of portfolio
|
Q3 2022
Added 9.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
701
shares
|
$133,785
0.0% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
695
shares
|
$132,640
0.0% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
652
shares
|
$124,434
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
650
shares
|
$124,052
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
641
shares
|
$122,334
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
630
shares
|
$120,235
0.02% of portfolio
|
Q1 2025
Added 166.95%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
610
shares
|
$116,418
0.0% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
597
shares
|
$113,937
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
596
shares
|
$113,746
0.0% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
573
shares
|
$109,357
0.0% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
566
shares
|
$108,021
0.0% of portfolio
|
Q1 2025
Added 35.73%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
545
shares
|
$104,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
527
shares
|
$100,577
0.0% of portfolio
|
Q3 2024
Reduced 77.53%
|