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 |
|---|---|---|---|---|---|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
110
shares
|
$20,993
0.01% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
110
shares
|
$20,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
103
shares
|
$19,657
0.0% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
97
shares
|
$18,512
0.0% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
91
shares
|
$17,367
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
81
shares
|
$15,458
0.0% of portfolio
|
Q1 2025
Reduced 56.45%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
79
shares
|
$15,077
0.0% of portfolio
|
Q1 2025
Added 507.69%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
78
shares
|
$14,886
0.01% of portfolio
|
Q1 2025
Reduced 34.45%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
74
shares
|
$14,122
0.0% of portfolio
|
Q1 2025
Reduced 29.52%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
67
shares
|
$12,786
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
65
shares
|
$12,405
0.01% of portfolio
|
Q2 2024
Added 4.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
65
shares
|
$12,405
0.01% of portfolio
|
Q3 2023
Added 16.07%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
63
shares
|
$12,023
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
62
shares
|
$11,832
0.0% of portfolio
|
Q4 2021
Reduced 35.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62
shares
|
$11,832
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
59
shares
|
$11,260
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
58
shares
|
$11,069
0.0% of portfolio
|
Q1 2025
Reduced 24.68%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
54
shares
|
$10,305
0.0% of portfolio
|
Q3 2022
Reduced 50.91%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
54
shares
|
$10,305
0.0% of portfolio
|
Q3 2024
Reduced 42.55%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
53
shares
|
$10,115
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53
shares
|
$10,115
0.0% of portfolio
|
Q4 2022
Reduced 50.93%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
53
shares
|
$10,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
53
shares
|
$10,115
0.0% of portfolio
|
Q1 2025
Added 2550.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
51
shares
|
$9,733
0.0% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
51
shares
|
$9,733
0.0% of portfolio
|
Q1 2025
Reduced 35.44%
|