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Disclosery

IEX IDEX CORP

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Stock (common), issuer CIK 832101

614 managers (632 13F filers) reported a position in IEX shares at 2024-12-31, 75,064,008 shares in all. 49 filers opened a position and 56 filers sold out during the quarter.

Managers
614
13F filers
632
New
49
Added
211
Reduced
219
Sold out
56
Shares held by filers
75,064,008

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Procyon Advisors, LLC1,487$311K0.02%-62213F-HRTimeline
CX Institutional1,486$311K0.01%+1913F-HRTimeline
Cadent Capital Advisors, LLC1,482$310K0.11%013F-HRTimeline
NewEdge Advisors, LLC1,466$307K<0.01%-8413F-HRTimeline
RMR Wealth Builders1,437$301K0.03%013F-HR/ATimeline
HighPoint Advisor Group LLC1,530$298K0.02%+2713F-HRTimeline
Blueshift Asset Management, LLC1,424$298K0.11%new13F-HRTimeline
Advisory Alpha, LLC1,421$297K0.01%+1113F-HRTimeline
Oak Thistle LLC1,418$297K0.09%new13F-HRTimeline
Wallington Asset Management, LLC1,400$293K0.04%013F-HRTimeline
Argent Trust Co1,398$293K0.01%013F-HRTimeline
Checchi Capital Advisers, LLC1,368$286K0.02%-2913F-HRTimeline
Texas Bank & Trust Co1,350$283K0.12%13F-HRTimeline
Gen-Wealth Partners Inc1,323$277K0.12%+1813F-HRTimeline
Private Advisor Group, LLC1,286$269K<0.01%-1713F-HRTimeline
PFG Investments, LLC1,283$269K0.02%+313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,283$269K<0.01%new13F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,279$268K<0.01%-16713F-HRTimeline
Marble Harbor Investment Counsel, LLC1,275$267K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,263$264K<0.01%+1313F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV1,258$263K0.09%-6213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,256$263K<0.01%+17613F-HRTimelineGroup
First Bank & Trust1,236$259K0.05%-54413F-HRTimeline
Bleakley Financial Group, LLC1,214$254K0.01%+4813F-HRTimeline
DAVENPORT & Co LLC1,214$254K<0.01%-10313F-HRTimeline
SHELL ASSET MANAGEMENT CO1,212$254K0.01%-1,34213F-HRTimeline
TWO SIGMA SECURITIES, LLC1,213$254K0.05%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,200$251K0.04%-50013F-HRTimeline
HB Wealth Management, LLC1,157$242K<0.01%+21713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,154$242K<0.01%new13F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC1,151$241K0.05%-1813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,140$239K0.01%-4,83913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,138$238K<0.01%-52013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,133$237K<0.01%-1713F-HRTimeline
MUFG SECURITIES AMERICAS INC.1,118$234K0.03%13F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.1,103$231K<0.01%new13F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC1,078$226K0.01%new13F-HRTimeline
SYON CAPITAL LLC1,076$225K0.02%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,070$224K0.01%013F-HRTimelineGroup
LGT Fund Management Co Ltd.1,050$220K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,048$219K0.19%-2013F-HRTimeline
Horizon Investments, LLC1,033$216K0.01%+613F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC1,030$215K<0.01%new13F-HR/ATimeline
Connecticut Wealth Management, LLC1,024$214K0.01%013F-HRTimeline
Rossby Financial, LCC1,018$213K0.14%13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC1,014$212K0.01%-14313F-HRTimeline
Olympiad Research LP1,013$212K0.22%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,012$212K0.01%013F-HRTimeline
DEARBORN PARTNERS LLC1,001$209K0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC997$209K0.02%+5013F-HRTimeline
GRANDFIELD & DODD, LLC982$206K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC982$205K0.01%-1913F-HRTimeline
Claret Asset Management Corp974$204K0.03%+713F-HRTimeline
NEOS Investment Management LLC965$202K<0.01%-713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC979$202K0.02%new13F-HRTimelineGroup
Centerpoint Advisors, LLC958$200K0.07%-4413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC951$199K0.04%-413F-HRTimeline
Larson Financial Group LLC896$188K0.01%+9113F-HRTimeline
OARSMAN CAPITAL, INC.895$187K0.03%-3413F-HRTimeline
State of Wyoming848$177K0.02%-6613F-HRTimeline
Natixis Investment Managers Internation…827$173K0.01%+12713F-HRTimeline
LGT Financial Advisors LLC793$166K0.37%+73513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…769$161K0.01%013F-HRTimelineGroup
Parallel Advisors, LLC758$159K<0.01%+10713F-HRTimeline
Global Retirement Partners, LLC701$147K<0.01%-6713F-HRTimeline
Covestor Ltd698$146K0.09%+613F-HRTimeline
Balefire, LLC692$143K0.05%-1213F-HRTimeline
First Horizon Advisors, Inc.655$137K<0.01%-313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC660$137K<0.01%-39613F-HRTimelineGroup
GODSEY & GIBB, INC650$136K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…650$136K0.05%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC633$132K0.01%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK633$132K<0.01%+213F-HRTimelineGroup
Farther Finance Advisors, LLC616$129K<0.01%-5313F-HRTimeline
GAMMA Investing LLC614$129K0.01%+49513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…590$123K0.01%+19613F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department586$123K0.04%13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…540$112K<0.01%+18213F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC527$110K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.524$110K<0.01%+2513F-HRTimeline
Canada Post Corp Registered Pension Plan500$105K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC496$104K<0.01%+49413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.485$101K<0.01%-4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC481$101K<0.01%+713F-HRTimeline
Legacies Wealth LLC455$95.2K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO440$92.1K<0.01%+513F-HRTimelineGroup
Quent Capital, LLC432$90.4K0.01%+1513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC417$87.3K<0.01%+23513F-HRTimelineGroup
Orion Capital Management LLC413$86.4K0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP407$85.3K<0.01%+10613F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT400$83.7K<0.01%013F-HRTimeline
Brooklyn Investment Group395$82.7K0.02%-513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management361$75.6K<0.01%-6,90813F-HRTimelineGroup
CENTRAL TRUST Co353$73.9K<0.01%-1313F-HRTimeline
Quintet Private Bank (Europe) S.A.349$73K<0.01%013F-HRTimeline
Caitong International Asset Management …323$67.6K0.07%13F-HR/ATimeline
Blue Trust, Inc.322$67.4K<0.01%-15913F-HR/ATimeline
WEST PACES ADVISORS INC.310$64.9K0.02%013F-HRTimeline
SIMPLEX TRADING, LLC284$59K<0.01%+18613F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC281$59K0.03%-4613F-HRTimeline
Smithfield Trust Co277$57K<0.01%013F-HRTimeline
Perritt Capital Management Inc253$53K0.03%+113F-HRTimeline
Manchester Capital Management LLC240$50.2K0.01%013F-HRTimeline
Quarry LP236$49.4K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…234$49K<0.01%+313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.233$48.8K<0.01%-22413F-HRTimelineGroup
Mascoma Wealth Management LLC218$45.6K0.01%013F-HRTimeline
Lindbrook Capital, LLC216$45.2K<0.01%+913F-HRTimeline
WHITTIER TRUST CO209$43.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc204$42.7K<0.01%+113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC204$42.7K<0.01%013F-HRTimeline
Allworth Financial LP182$40K<0.01%-5513F-HRTimeline
Arax Advisory Partners186$38.9K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC150$31.4K<0.01%013F-HRTimeline
Riverview Trust Co142$29.7K0.03%013F-HRTimeline
UMB Bank, n.a.137$28.7K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Semmax Financial Advisors Inc.148$28.5K0.01%+8113F-HRTimeline
DT Investment Partners, LLC136$28.5K<0.01%013F-HRTimeline
Banque de Luxembourg S.A.127$26.7K0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC125$26.2K<0.01%013F-HRTimeline
Cromwell Holdings LLC125$26.2K0.02%-2213F-HRTimeline
WPG Advisers, LLC119$24.9K0.02%13F-HRTimeline
Parkside Financial Bank & Trust117$24.5K<0.01%+313F-HRTimeline
Bell Investment Advisors, Inc112$23.4K<0.01%013F-HRTimeline
TOBAM103$22K0.01%+3313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAI Capital Management105$21.9K<0.01%new13F-HRTimeline
Menard Financial Group LLC101$21.1K0.01%new13F-HRTimeline
Caldwell Trust Co85$17.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB79$16.5K<0.01%+1513F-HRTimeline
New Age Alpha Advisors, LLC79$16.5K<0.01%013F-HR/ATimeline
Abound Wealth Management79$16.5K0.01%-213F-HRTimeline
Pinnacle Bancorp, Inc.77$16.1K0.01%013F-HRTimeline
Key Financial Inc77$16.1K<0.01%013F-HRTimeline
CITY HOLDING CO70$14.7K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB70$14.7K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…65$14K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC59$12.3K0.01%013F-HRTimeline
Leonteq Securities AG57$11.9K<0.01%013F-HRTimeline
IFP Advisors, Inc41$11.5K<0.01%-7113F-HRTimeline
WEBSTER BANK, N. A.54$11.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…54$11.3K<0.01%013F-HRTimelineGroup
Catalyst Capital Advisors LLC52$10.9K<0.01%-8713F-HRTimeline
Bruce G. Allen Investments, LLC50$10.5K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH50$10.5K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.53$10.4K0.01%013F-HRTimeline
Private Wealth Management Group, LLC48$10K<0.01%013F-HRTimeline
Hemington Wealth Management49$10K<0.01%+1813F-HRTimeline
Pier Capital, LLC45$9.42K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA42$8.79K<0.01%013F-HRTimeline
Versant Capital Management, Inc41$8.58K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40$8.37K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST40$8.37K<0.01%-513F-HRTimeline
Golden State Wealth Management, LLC40$8.37K<0.01%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding39$8.16K+2Timeline
Investors Research Corp39$8.16K<0.01%013F-HRTimeline
Pineridge Advisors LLC39$8.16K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC39$8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC37$7.74K<0.01%013F-HRTimeline
LRI Investments, LLC36$7.53K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC35$7.33K<0.01%013F-HRTimeline
Synergy Investment Management, LLC31$6.33K<0.01%13F-HRTimeline
CVA Family Office, LLC29$6.07K<0.01%+1413F-HRTimeline
Hanson & Doremus Investment Management30$6K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC24$5.02K<0.01%013F-HR/ATimeline
TRUST CO OF VERMONT23$4.81K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC23$4.81K<0.01%-1613F-HRTimeline
GeoWealth Management, LLC23$4.81K<0.01%-413F-HRTimeline
Venturi Wealth Management, LLC21$4.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC21$4.38K<0.01%-7013F-HRTimeline
Red Tortoise LLC20$4.19K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC19$3.98K<0.01%+513F-HRTimeline
Fortitude Family Office, LLC18$3.77K<0.01%013F-HRTimeline
Global Financial Private Client, LLC18$3.77K<0.01%+313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN15$3.14K<0.01%013F-HRTimeline
Bogart Wealth, LLC15$3.14K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14$2.93K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14$2.93K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC14$2.93K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.13$2.72K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.12$2.51K<0.01%013F-HRTimeline
Zions Bancorporation, N.A.11$2.3K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.11$2.3K<0.01%13F-HRTimeline
Asset Dedication, LLC10$2.09K<0.01%013F-HRTimeline
Sachetta, LLC10$2.09K<0.01%013F-HRTimeline
Avion Wealth11$2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC9$1.88K<0.01%+513F-HRTimeline
Tortoise Investment Management, LLC9$1.88K<0.01%013F-HR/ATimeline
Clearstead Advisors, LLC8$1.68K<0.01%-32513F-HRTimeline
SJS Investment Consulting Inc.8$1.68K<0.01%-313F-HRTimeline
Cornerstone Planning Group LLC7$1.55K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC7$1.47K<0.01%+413F-HRTimeline
Creekmur Asset Management LLC7$1.47K<0.01%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC6$1.26K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC6$1.26K<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC6$1.26K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC5$1.05K<0.01%new13F-HRTimeline
True Wealth Design, LLC5$1.05K<0.01%+113F-HRTimeline
Raleigh Capital Management Inc.4$837<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.3$628<0.01%new13F-HRTimeline
NewSquare Capital LLC3$628<0.01%new13F-HRTimeline