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IES Holdings, Inc.

IESC
Exchange
Nasdaq
Industry
Electrical Work
SEC CIK
0001048268

No open-market purchases or sales by IES Holdings, Inc. insiders were filed in the last 90 days; 414 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in IES Holdings, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
97
No complete 13F data for Q4 2020
Shares held
17.4M
No complete 13F data for Q4 2020
Total value
$874.7M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting IESC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 97 institutions
Q1 2021: 97 institutionsQ2 2021: 98 institutionsQ3 2021: 95 institutionsQ4 2021: 98 institutionsQ1 2022: 94 institutionsQ2 2022: 81 institutionsQ3 2022: 78 institutionsQ4 2022: 82 institutionsQ1 2023: 90 institutionsQ2 2023: 101 institutionsQ3 2023: 117 institutionsQ4 2023: 133 institutionsQ1 2024: 157 institutionsQ2 2024: 197 institutionsQ3 2024: 238 institutionsQ4 2024: 255 institutionsQ1 2025: 243 institutionsQ2 2025: 273 institutionsQ3 2025: 321 institutionsQ4 2025: 344 institutionsQ1 2026: 351 institutionsQ2 2026: 414 institutions
Value heldQ1 2021: $874.7M
Q1 2021: $874.7MQ2 2021: $920.0MQ3 2021: $795.0MQ4 2021: $876.9MQ1 2022: $703.9MQ2 2022: $533.2MQ3 2022: $479.3MQ4 2022: $608.9MQ1 2023: $740.4MQ2 2023: $994.2MQ3 2023: $1.17BQ4 2023: $1.43BQ1 2024: $2.22BQ2 2024: $2.56BQ3 2024: $3.69BQ4 2024: $3.71BQ1 2025: $3.12BQ2 2025: $5.67BQ3 2025: $7.63BQ4 2025: $7.37BQ1 2026: $9.13BQ2 2026: $14.2B
Institutions holding IESC and their total value by quarter
QuarterHoldersValue
Q2 2026414$14.2B
Q1 2026351$9.13B
Q4 2025344$7.37B
Q3 2025321$7.63B
Q2 2025273$5.67B
Q1 2025243$3.12B
Q4 2024255$3.71B
Q3 2024238$3.69B
Q2 2024197$2.56B
Q1 2024157$2.22B
Q4 2023133$1.43B
Q3 2023117$1.17B
Q2 2023101$994.2M
Q1 202390$740.4M
Q4 202282$608.9M
Q3 202278$479.3M
Q2 202281$533.2M
Q1 202294$703.9M
Q4 202198$876.9M
Q3 202195$795.0M
Q2 202198$920.0M
Q1 202197$874.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding IES Holdings, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IESC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.10$1.00K0.00%––
Edge Wealth Management LLC70$4.00K0.00%––
Captrust Financial Advisors146$7.00K0.00%––
Great West Life Assurance Co212$11.0K0.00%––
Panagora Asset Management Inc245$12.0K0.00%––
Bank of Montreal228$12.0K0.00%––
Royal Bank of Canada344$17.0K0.00%––
Federation des caisses Desjardins du Quebec500$25.2K0.00%––
Ameritas Investment Partners, Inc.610$31.0K0.00%––
Citigroup Inc630$32.0K0.00%––
American Portfolios Advisors647$32.6K0.00%––
New York State Teachers Retirement System700$35.0K0.00%––
Tower Research Capital LLC (TRC)887$45.0K0.00%––
Dorsey Wright & Associates981$49.5K0.58%––
Federated Hermes, Inc.1,234$62.0K0.00%––
Carmichael Hill & Associates, Inc.1,300$66.0K0.04%––
Legal & General Group Plc1,408$71.0K0.00%––
Lazard Asset Management LLC1,714$86.0K0.00%––
Metropolitan Life Insurance Co2,639$133.0K0.00%––
BNP Paribas Arbitrage, SA2,677$134.9K0.00%––
MetLife Investment Management3,768$189.9K0.00%––
1st Source Bank4,000$202.0K0.01%––
Alliancebernstein L.P.4,139$209.0K0.00%––
UBS Asset Management Americas Inc4,200$211.7K0.00%––
American International Group, Inc.4,673$236.0K0.00%––
Manufacturers Life Insurance Company, The4,806$242.0K0.00%––
Ritholtz Wealth Management5,212$263.0K0.02%––
Deutsche Bank AG5,234$264.0K0.00%––
Bridgewater Advisors Inc.5,928$287.0K0.15%––
Globeflex Capital L P5,792$292.0K0.05%––
Wexford Capital LP6,165$311.0K0.05%––
Millennium Management LLC6,517$329.0K0.00%––
Barclays PLC6,737$340.0K0.00%––
State of Wisconsin Investment Board6,900$348.0K0.00%––
Parametric Portfolio Associates LLC6,942$350.0K0.00%––
Gabelli Funds LLC7,000$353.0K0.00%––
Bourgeon Capital Management LLC7,218$364.0K0.08%––
Parsec Financial Management, Inc.7,240$365.0K0.02%––
Alps Advisors Inc7,299$368.0K0.00%––
Seizert Capital Partners, LLC7,320$369.0K0.02%––
IndexIQ Advisors LLC8,055$406.0K0.01%––
UBS Group AG8,821$444.0K0.00%––
Janus Henderson Group PLC9,132$460.0K0.00%––
Janney Montgomery Scott LLC9,613$485.0K0.00%––
Allianz Asset Management GmbH9,642$486.0K0.00%––
Credit Suisse AG9,946$502.0K0.00%––
Exchange Traded Concepts, LLC10,334$521.0K0.02%––
Exencial Wealth Advisors, LLC11,000$555.0K0.03%––
Bank of America Corp11,629$586.0K0.00%––
AQR Capital Management LLC11,889$599.0K0.00%––
Wells Fargo & Company12,196$615.0K0.00%––
California State Teachers Retirement System12,310$621.0K0.00%––
Punch & Associates Investment Management, Inc.12,579$634.0K0.04%––
Zebra Capital Management LLC12,629$637.0K0.70%––
Rhumbline Advisers12,771$644.0K0.00%––
Invesco Ltd.13,079$659.0K0.00%––
Citadel Advisors LLC14,929$753.0K0.00%––
Winton Group Ltd16,224$818.0K0.05%––
California Public Employees Retirement System17,100$862.0K0.00%––
STRS Ohio17,200$867.0K0.00%––
Swiss National Bank19,400$978.0K0.00%––
EAM Investors, LLC25,039$1.26M0.19%––
Monarch Partners Asset Management LLC25,695$1.29M0.19%––
JPMorgan Chase & Co26,115$1.32M0.00%––
O'Shaughnessy Asset Management, LLC28,434$1.43M0.03%––
RBF Capital, LLC30,000$1.51M0.09%––
Neuberger Berman Group LLC30,639$1.54M0.00%––
Perritt Capital Management Inc31,500$1.59M0.87%––
EAM Global Investors LLC35,291$1.78M0.49%––
Goldman Sachs Group Inc37,520$1.89M0.00%––
JB Capital Partners LP41,845$2.11M0.56%––
Apis Capital Advisors, LLC46,000$2.32M2.11%––
Bank of New York Mellon Corp48,508$2.45M0.00%––
Otter Creek Advisors, LLC48,672$2.45M2.43%––
Stonebridge Capital Advisors LLC50,000$2.52M0.33%––
Eaton Vance Management50,000$2.52M0.00%––
Nuveen Asset Management, LLC50,159$2.53M0.00%––
Victory Capital Management Inc54,348$2.74M0.00%––
First Trust Advisors LP54,715$2.76M0.00%––
Arrowstreet Capital, Limited Partnership57,790$2.91M0.00%––
Bridge City Capital, LLC61,122$3.08M1.02%––
Morgan Stanley72,192$3.64M0.00%––
FMR LLC84,123$4.24M0.00%––
New York State Common Retirement Fund100,365$5.06M0.01%––
Legato Capital Management LLC104,655$5.28M0.99%––
Northern Trust Corp114,837$5.79M0.00%––
Charles Schwab Investment Management Inc139,013$7.01M0.00%––
State Street Corp170,615$8.60M0.00%––
R.P. Boggs & Co.185,024$9.33M6.25%––
Geode Capital Management, LLC247,623$12.5M0.00%––
Renaissance Technologies LLC263,832$13.3M0.02%––
AltraVue Capital, LLC418,747$21.1M4.67%––
Vanguard Group Inc564,564$28.5M0.00%––
Dimensional Fund Advisors LP679,473$34.3M0.01%––
Royce & Associates LP708,199$35.7M0.24%––
BlackRock Inc.824,684$41.6M0.00%––
Gendell Jeffrey L11,446,039$577.0M61.54%––