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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
18
shares
|
$3,318
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
17
shares
|
$3,134
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
16
shares
|
$2,950
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
15
shares
|
$2,765
0.0% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
15
shares
|
$2,765
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
15
shares
|
$2,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
14
shares
|
$2,581
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
13
shares
|
$2,396
0.0% of portfolio
|
Q1 2025
Reduced 81.43%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
13
shares
|
$2,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
13
shares
|
$2,396
0.0% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
12
shares
|
$2,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
11
shares
|
$2,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
11
shares
|
$2,028
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
11
shares
|
$2,028
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
11
shares
|
$2,028
0.0% of portfolio
|
Q2 2023
Added 22.22%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
10
shares
|
$1,843
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
9
shares
|
$1,659
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
9
shares
|
$1,659
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
9
shares
|
$1,659
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
8
shares
|
$1,475
0.0% of portfolio
|
Q4 2024
Reduced 97.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
8
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
8
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
8
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
7
shares
|
$1,290
0.0% of portfolio
|
Q1 2025
New holding
|