16 institutions reported holding $17.2M of IDEX CORP (IEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($5.5M), Czech National Bank ($4.8M), PensionDanmark Pensionsforsikringsaktieselskab ($3.0M), Legacy Wealth Management, LLC / MS ($2.0M), ROCKLAND TRUST CO ($595,290). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $5.5M | 24,281 | Trimmed |
| 2 | Czech National Bank | $4.8M | 21,068 | Added |
| 3 | PensionDanmark Pensionsforsikringsaktieselskab | $3.0M | 13,180 | New |
| 4 | Legacy Wealth Management, LLC / MS | $2.0M | 8,755 | Trimmed |
| 5 | ROCKLAND TRUST CO | $595,290 | 2,623 | Added |
| 6 | Avior Wealth Management, LLC | $574,637 | 2,532 | Added |
| 7 | GAMMA Investing LLC | $299,801 | 1,321 | Added |
| 8 | CX Institutional | $208,000 | 915 | Added |
| 9 | Versant Capital Management, Inc | $152,964 | 674 | Trimmed |
| 10 | MassMutual Private Wealth & Trust, FSB | $24,738 | 109 | Hold |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $23,376 | 103 | Added |
| 12 | EASTERN BANK | $22,922 | 101 | New |
| 13 | Cedar Mountain Advisors, LLC | $4,766 | 21 | Hold |
| 14 | HARBOR INVESTMENT ADVISORY, LLC | $4,312 | 19 | Hold |
| 15 | CoreCap Advisors, LLC | $681 | 3 | New |
| 16 | Arlington Trust Co LLC | $681 | 3 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30