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Who Owns IDEX Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in IDEX Corp.

Who crossed 5% of IEX →
Managers holding
15
as of 2026-09-30
Reported value
$183.3M
summed across filings
Shares held
804.1K
Added vs trimmed
7 / 2
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Fenimore Asset Management IncCOM772.9K shtrimmed$176.2M
Mn Services Vermogensbeheer B.V.COM21.6K shheld$4.9M
ROCKLAND TRUST COCOM2.7K shadded$624.7K
GAMMA Investing LLCCommon Stock1.6K shadded$370.5K
Everhart Financial Group, Inc.COM1.4K shadded$317.3K
Farther Finance Advisors, LLCStock1.3K shadded$287.7K
Wedmont Private CapitalCOM1.1K sh—$251K
Cadent Capital Advisors, LLCCOM1.1K shheld$244.2K
ELEVATION WEALTH PARTNERS, LLCCOM147 shadded$33.5K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock114 shadded$26K
EASTERN BANKCOM101 shheld$23K
AMERICAN NATIONAL BANK & TRUSTCOM47 shtrimmed$10.7K
MJT & Associates Financial Advisory Group, Inc.Stock26 sh—$5.9K
CoreCap Advisors, LLCStock7 shadded$1.6K
Wealth Enhancement Trust Services, Inc.COM5 shheld$1.1K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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