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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
50
shares
|
$9,542
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
50
shares
|
$9,542
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
50
shares
|
$9,542
0.0% of portfolio
|
Q1 2025
Reduced 36.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
46
shares
|
$8,779
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
45
shares
|
$8,588
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
44
shares
|
$8,397
0.0% of portfolio
|
Q1 2025
Reduced 40.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
43
shares
|
$8,206
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
42
shares
|
$8,015
0.01% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
41
shares
|
$7,824
0.0% of portfolio
|
Q1 2025
Added 127.78%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
40
shares
|
$7,634
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
40
shares
|
$7,634
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
40
shares
|
$7,634
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
40
shares
|
$7,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
40
shares
|
$7,634
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
39
shares
|
$7,443
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
39
shares
|
$7,443
0.0% of portfolio
|
Q3 2022
Added 95.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
36
shares
|
$6,870
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
35
shares
|
$6,679
0.0% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33
shares
|
$6,298
0.0% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
31
shares
|
$5,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
30
shares
|
$5,725
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$5,725
0.0% of portfolio
|
Q2 2022
Reduced 72.73%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
30
shares
|
$5,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
30
shares
|
$5,725
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$4,771
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|