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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
277
shares
|
$52,865
0.0% of portfolio
|
Q4 2020
Added 6.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
253
shares
|
$48,285
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
241
shares
|
$45,994
0.0% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
238
shares
|
$45,422
0.0% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
232
shares
|
$44,277
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
224
shares
|
$42,750
0.0% of portfolio
|
Q1 2025
Added 63.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
218
shares
|
$41,605
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
216
shares
|
$41,223
0.02% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
209
shares
|
$39,887
0.0% of portfolio
|
Q2 2024
Added 38.41%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
204
shares
|
$38,933
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
193
shares
|
$36,834
0.03% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
170
shares
|
$32,444
0.0% of portfolio
|
Q1 2025
Reduced 52.91%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
163
shares
|
$31,108
0.0% of portfolio
|
Q1 2025
Reduced 81.81%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
150
shares
|
$28,627
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
150
shares
|
$28,627
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
148
shares
|
$28,245
0.01% of portfolio
|
Q4 2024
Added 120.9%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
143
shares
|
$27,291
0.0% of portfolio
|
Q1 2025
Added 81.01%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
136
shares
|
$25,955
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
131
shares
|
$25,001
0.02% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
130
shares
|
$24,810
0.0% of portfolio
|
Q1 2025
Reduced 68.06%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
May 14, 2025 Q1 2025 |
127
shares
|
$24,237
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
127
shares
|
$24,237
0.0% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
125
shares
|
$23,856
0.0% of portfolio
|
Q2 2023
Reduced 48.98%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
114
shares
|
$21,756
0.0% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
112
shares
|
$21,375
0.0% of portfolio
|
Q1 2025
Reduced 45.1%
|