HolderBook

IDEXX LABS INC (IDXX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

43
Reporting holders
$148.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,258
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$91.7M175,5920.59%32q-7.7%-$7.6M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$26.0M49,8841.72%32q+1.4%+$354.0K
Bath Savings Trust Co$8.3M15,9880.86%32q-3.4%-$296.6K
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$3.7M7,0000.69%32qHELD
Farther Finance Advisors, LLC$2.9M5,5770.02%16q+44.1%+$890.9K
Bell Asset Management Ltd$2.7M5,2370.99%newNEW
Wedmont Private Capital$1.8M3,5090.04%16q+13.7%+$217.1K
GAMMA Investing LLC$1.8M3,3570.06%12q+1.8%+$31.3K
Lincoln Capital LLC$1.6M3,0160.28%7q+0.9%+$13.7K
Everhart Financial Group, Inc.$973.9K1,8650.06%16q-3.8%-$38.6K
Red Spruce Capital, LLC$811.5K1,5540.29%28q-1.1%-$8.9K
Bangor Savings Bank$731.1K1,4000.06%32q-0.7%-$5.2K
Invariant Investment Management$589.9K1,1380.34%newNEW
Atlas Brown,Inc.$560.4K1,0730.15%32qHELD
CANANDAIGUA NATIONAL BANK & TRUST CO$507.0K9710.04%5qHELD
Legacy Wealth Asset Management, LLC$397.9K7620.09%3q+56.1%+$143.1K
Grove Bank & Trust$367.1K7030.04%16q-1.0%-$3.7K
Prosperity Planning, Inc.$365.5K7000.08%15qHELD
CACTI ASSET MANAGEMENT LLC$266.7K5000.01%32qHELD
Plan A Wealth LLC$244.4K4680.09%2q+21.6%+$43.3K
EASTERN BANK$240.7K4610.00%9q-8.9%-$23.5K
ACIMA PRIVATE WEALTH, LLC$234.5K4490.07%15q-8.9%-$23.0K
Versant Capital Management, Inc$225.6K4320.02%6q-57.4%-$303.9K
ROCKLAND TRUST CO$221.9K4250.01%6qHELD
Venture Visionary Partners LLC$220.4K4220.01%2qHELD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$215.1K4120.15%4q-1.2%-$2.6K
MassMutual Private Wealth & Trust, FSB$184.9K3540.00%24q-13.9%-$29.8K
Wealth Enhancement Trust Services, Inc.$68.9K1320.01%4q-59.4%-$100.8K
BURKETT FINANCIAL SERVICES, LLC$66.8K1280.02%2q+1180.0%+$61.6K
CoreCap Advisors, LLC$66.3K1270.00%11q+53.0%+$23.0K
ARMSTRONG ADVISORY GROUP, INC$65.8K1260.00%16q+2.4%+$1.6K
Horizons Wealth Management$52.2K1000.03%13qHELD
ELEVATION WEALTH PARTNERS, LLC$18.8K360.01%5q-26.5%-$6.8K
AMERICAN NATIONAL BANK & TRUST$17.2K330.00%3q+153.8%+$10.4K
Retirement Wealth Solutions LLC$15.7K300.01%8q-14.3%-$2.6K
GK Wealth Management LLC$15.1K290.01%newNEW
Mn Services Vermogensbeheer B.V.$12.1K23,1280.09%31qHELD
GoalVest Advisory LLC$8.9K170.00%newNEW
WoodTrust Financial Corp$6.2K11,8670.75%6q+0.8%
GILPIN WEALTH MANAGEMENT, LLC$3.7K70.00%newNEW
Aventus Investment Advisors, Inc.$2.1K40.00%newNEW
Planning Strategies Inc.$2.1K40.00%2qHELD
Byrne Asset Management LLC$2.1K40.00%4qHELD
Trust Co$52210.00%4qHELD
Davis Capital Management$52210.00%2qHELD
CX Institutional$3386470.01%7q-1.5%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-04Kingsley Lawrence DDirectorSold2,203$1.2M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202643$148.3M284,028611140.0%
Q2 20261,301$42.0B79,491,0841044574690.2%
Q1 20261,313$41.5B73,655,9521044034870.3%
Q4 20251,390$53.4B77,450,8061244494400.4%
Q3 20251,305$47.1B73,198,6431533834570.7%
Q2 20251,244$40.5B74,989,9841863923900.6%
Q1 20251,149$31.3B74,202,4411144433360.6%
Q4 20241,130$30.1B72,289,447903104190.7%
Q3 20241,122$37.3B73,448,940913234030.7%
Q2 20241,115$37.1B75,642,300743913560.7%
Q1 20241,150$41.2B75,803,109833703780.8%
Q4 20231,163$41.9B75,119,4391243154030.6%
Q3 20231,066$32.7B74,359,161783513520.6%
Q2 20231,075$37.1B73,386,951713623590.6%
Q1 20231,064$37.2B73,481,9601363103781.1%
Q4 20221,003$31.1B75,393,9961313013231.1%
Q3 2022923$24.3B73,659,756503093230.9%
Q2 2022959$26.2B74,054,197853163470.8%
Q1 20221,038$40.1B72,862,280703443760.7%
Q4 20211,114$47.6B71,814,973793193680.9%
Q3 20211,063$45.0B71,581,067913003651.1%
Q2 20211,040$46.5B73,100,274973013620.8%
Q1 20211,017$35.9B72,782,012973313530.8%
Q4 2020976$37.8B74,115,5501252883050.6%
Q3 2020851$29.0B73,550,045872612780.5%
Q2 2020803$25.0B75,128,6091142362850.5%
Q1 2020748$18.5B76,311,913842302830.4%
Q4 2019762$20.0B76,145,872692222380.5%
Q3 2019727$20.6B75,230,395702182420.6%
Q2 2019720$21.0B75,737,964941872640.7%
Q1 2019691$17.3B77,091,629842202140.6%
Q4 2018672$14.7B77,211,64667140.5%