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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
447
shares
|
$82,417
0.0% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
432
shares
|
$79,652
0.01% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
413
shares
|
$76,148
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
402
shares
|
$74,120
0.0% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
400
shares
|
$73,752
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
396
shares
|
$73,014
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
388
shares
|
$71,539
0.01% of portfolio
|
Q4 2023
Added 25.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
370
shares
|
$68,220
0.0% of portfolio
|
Q2 2025
Reduced 38.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
367
shares
|
$67,667
0.0% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
363
shares
|
$66,929
0.0% of portfolio
|
Q1 2025
Reduced 32.78%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
353
shares
|
$65,086
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
333
shares
|
$61,398
0.0% of portfolio
|
Q1 2025
Added 42.92%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
331
shares
|
$61,029
0.0% of portfolio
|
Q3 2022
Added 120.67%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
326
shares
|
$60,107
0.04% of portfolio
|
Q1 2025
Reduced 53.3%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
317
shares
|
$58,448
0.0% of portfolio
|
Q3 2021
Reduced 5.65%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
311
shares
|
$57,342
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
310
shares
|
$57,157
0.01% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
294
shares
|
$54,207
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
279
shares
|
$51,442
0.0% of portfolio
|
Q1 2025
Reduced 99.77%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
277
shares
|
$51,073
0.0% of portfolio
|
Q4 2020
Added 6.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
253
shares
|
$46,648
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
241
shares
|
$44,435
0.0% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
238
shares
|
$43,882
0.0% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
232
shares
|
$42,776
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
218
shares
|
$40,194
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|