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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
216
shares
|
$39,826
0.02% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
209
shares
|
$38,535
0.0% of portfolio
|
Q2 2024
Added 38.41%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
204
shares
|
$37,613
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
|
$35,585
0.03% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
188
shares
|
$34,663
0.0% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
170
shares
|
$31,344
0.0% of portfolio
|
Q1 2025
Reduced 52.91%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
163
shares
|
$30,053
0.0% of portfolio
|
Q1 2025
Reduced 81.81%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
150
shares
|
$27,657
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
150
shares
|
$27,657
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
148
shares
|
$27,288
0.01% of portfolio
|
Q4 2024
Added 120.9%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
143
shares
|
$26,366
0.0% of portfolio
|
Q2 2025
Added 257.5%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
136
shares
|
$25,075
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
131
shares
|
$24,153
0.02% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
127
shares
|
$23,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
127
shares
|
$23,416
0.0% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
125
shares
|
$23,047
0.0% of portfolio
|
Q2 2023
Reduced 48.98%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
123
shares
|
$22,678
0.0% of portfolio
|
Q2 2025
Reduced 45.09%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
114
shares
|
$21,019
0.0% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
112
shares
|
$20,650
0.0% of portfolio
|
Q1 2025
Reduced 45.1%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
110
shares
|
$20,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
110
shares
|
$20,281
0.01% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
103
shares
|
$18,991
0.0% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
97
shares
|
$17,884
0.0% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
91
shares
|
$16,778
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
81
shares
|
$14,934
0.0% of portfolio
|
Q1 2025
Reduced 56.45%
|