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 |
|---|---|---|---|---|---|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,395
shares
|
$296,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,328
shares
|
$281,907
0.02% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
1,320
shares
|
$280,209
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,320
shares
|
$280,209
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
1,317
shares
|
$279,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,305
shares
|
$277,025
0.12% of portfolio
|
Q3 2024
Added 32.22%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,303
shares
|
$276,600
0.0% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
1,295
shares
|
$274,902
0.0% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,280
shares
|
$271,718
0.02% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,275
shares
|
$270,657
0.03% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$265,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,243
shares
|
$263,864
0.01% of portfolio
|
Q4 2023
Reduced 4.53%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,173
shares
|
$249,004
0.0% of portfolio
|
Q3 2024
Reduced 65.46%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,169
shares
|
$248,155
0.05% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
1,166
shares
|
$247,518
0.01% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
1,157
shares
|
$245,607
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
1,150
shares
|
$244,122
0.0% of portfolio
|
Q2 2024
Reduced 70.71%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,146
shares
|
$243,272
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
1,130
shares
|
$239,876
0.02% of portfolio
|
Q3 2024
Reduced 22.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,107
shares
|
$234,993
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,082
shares
|
$229,686
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,080
shares
|
$229,262
0.0% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
1,070
shares
|
$227,139
0.02% of portfolio
|
Q3 2023
Reduced 13.64%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
1,070
shares
|
$227,139
0.01% of portfolio
|
Q1 2024
Reduced 32.7%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,069
shares
|
$226,927
0.01% of portfolio
|
Q3 2024
Reduced 5.81%
|