Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 653 institutions that hold shares in the stock, with a total of 75.7 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,611
shares
|
$766,543
0.03% of portfolio
|
Q3 2023
Added 2.76%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,596
shares
|
$763,358
0.01% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
3,552
shares
|
$754,018
0.09% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,541
shares
|
$751,683
0.0% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
3,500
shares
|
$742,980
0.02% of portfolio
|
Q2 2024
Added 20.69%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
3,492
shares
|
$741,281
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
3,486
shares
|
$740,008
0.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,455
shares
|
$733,427
0.0% of portfolio
|
Q3 2024
Reduced 59.48%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
3,453
shares
|
$733,002
0.09% of portfolio
|
Q3 2024
Reduced 64.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,379
shares
|
$717,294
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
3,370
shares
|
$715,383
0.13% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
3,362
shares
|
$713,685
0.04% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,330
shares
|
$706,892
0.0% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
3,304
shares
|
$701,373
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,303
shares
|
$701,160
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,234
shares
|
$686,513
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,221
shares
|
$683,753
0.05% of portfolio
|
Q3 2018
Reduced 11.29%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,205
shares
|
$680,357
0.04% of portfolio
|
Q2 2022
Added 6.73%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,098
shares
|
$657,643
0.01% of portfolio
|
Q3 2024
Reduced 92.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,001
shares
|
$637,052
0.01% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
2,965
shares
|
$629,410
0.27% of portfolio
|
Q3 2024
Reduced 63.86%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
2,930
shares
|
$621,980
0.02% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
2,907
shares
|
$617,097
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,889
shares
|
$613,276
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,878
shares
|
$610,941
0.05% of portfolio
|
Q3 2024
Reduced 12.71%
|