IEX — Idex Corp Institutional Holders · Q3 2026
Who owns Idex Corp (IEX)? 21 institutions reported holding $183.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Fenimore Asset Management Inc ($176.2M), Mn Services Vermogensbeheer B.V. ($4.9M), Rockland Trust Co ($624,665).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fenimore Asset Management Inc | $176.2M | 772,862 | Trimmed |
| 2 | Mn Services Vermogensbeheer B.V. | $4.9M | 21,611 | Hold |
| 3 | ROCKLAND TRUST CO | $624,665 | 2,740 | Added |
| 4 | GAMMA Investing LLC | $370,468 | 1,625 | Added |
| 5 | Everhart Financial Group, Inc. | $317,348 | 1,392 | Added |
| 6 | Farther Finance Advisors, LLC | $287,723 | 1,262 | Added |
| 7 | Wedmont Private Capital | $250,985 | 1,083 | New |
| 8 | Cadent Capital Advisors, LLC | $244,167 | 1,071 | Hold |
| 9 | CX Institutional | $214,000 | 940 | Added |
| 10 | Versant Capital Management, Inc | $204,726 | 898 | Added |
| 11 | GoalVest Advisory LLC | $41,948 | 184 | Added |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $33,514 | 147 | Added |
| 13 | BURKETT FINANCIAL SERVICES, LLC | $26,673 | 117 | New |
| 14 | MassMutual Private Wealth & Trust, FSB | $25,990 | 114 | Added |
| 15 | EASTERN BANK | $23,026 | 101 | Hold |
| 16 | AMERICAN NATIONAL BANK & TRUST | $10,715 | 47 | Trimmed |
| 17 | MJT & Associates Financial Advisory Group, Inc. | $5,928 | 26 | New |
| 18 | CoreCap Advisors, LLC | $1,596 | 7 | Added |
| 19 | Wealth Enhancement Trust Services, Inc. | $1,140 | 5 | Hold |
| 20 | Planning Strategies Inc. | $228 | 1 | Hold |
| 21 | Investors Research Corp | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30