# IDEX CORP (IEX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IEX/

- Reporting holders: 18
- Reported value: $178.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $176.2M | 772,862 | 3.9% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $624.7K | 2,740 | 0.0% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $370.5K | 1,625 | 0.0% | 12 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $317.3K | 1,392 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $287.7K | 1,262 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $251.0K | 1,083 | 0.0% | 1 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $244.2K | 1,071 | 0.1% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $204.7K | 898 | 0.0% | 32 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $41.9K | 184 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $33.5K | 147 | 0.0% | 3 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $26.7K | 117 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $26.0K | 114 | 0.0% | 22 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $23.0K | 101 | 0.0% | 2 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $10.7K | 47 | 0.0% | 6 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $5.9K | 26 | 0.0% | 1 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $4.9K | 21,611 | 0.0% | 31 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.6K | 7 | 0.0% | 2 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.1K | 5 | 0.0% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $228 | 1 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $214 | 940 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $178.7M |
| Q2 2026 | 689 | $18.3B |
| Q1 2026 | 672 | $14.3B |
| Q4 2025 | 629 | $13.9B |
| Q3 2025 | 631 | $12.4B |
| Q2 2025 | 640 | $13.6B |
| Q1 2025 | 638 | $13.6B |
| Q4 2024 | 630 | $15.7B |
| Q3 2024 | 615 | $16.0B |
| Q2 2024 | 632 | $15.1B |
| Q1 2024 | 624 | $19.2B |
| Q4 2023 | 619 | $16.9B |