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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
44
shares
|
$8,112
0.0% of portfolio
|
Q1 2025
Reduced 40.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
43
shares
|
$7,928
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
41
shares
|
$7,559
0.0% of portfolio
|
Q2 2025
Reduced 90.66%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
40
shares
|
$7,375
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
40
shares
|
$7,375
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
40
shares
|
$7,375
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
40
shares
|
$7,375
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
39
shares
|
$7,190
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
39
shares
|
$7,190
0.0% of portfolio
|
Q3 2022
Added 95.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
36
shares
|
$6,637
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
35
shares
|
$6,453
0.0% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33
shares
|
$6,084
0.0% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
31
shares
|
$5,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
30
shares
|
$5,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$5,531
0.0% of portfolio
|
Q2 2022
Reduced 72.73%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
30
shares
|
$5,531
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
30
shares
|
$5,531
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
27
shares
|
$4,978
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$4,609
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
24
shares
|
$4,425
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
24
shares
|
$4,425
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
23
shares
|
$4,240
0.0% of portfolio
|
Q2 2023
Reduced 45.24%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
22
shares
|
$4,056
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
20
shares
|
$3,687
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
19
shares
|
$3,503
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|