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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, Q2 2021

Institutional positions in IES Holdings, Inc. as of Jun 30, 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
98
+1 vs. Q1 2021
Shares held
17.9M
+561.0K (+3.2%) vs. Q1 2021
Total value
$920.0M
+$45.3M (+5.2%) vs. Q1 2021
New holders
7
31 more added
Sold out
6
36 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 98 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 heldQ2 2021: $920.0M
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, Q2 2021

Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q1 2021.

Institutions holding IESC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Edge Wealth Management LLC70$4.00K0.00%00.0%Unchanged
Captrust Financial Advisors146$7.00K0.00%00.0%Unchanged
Panagora Asset Management Inc215$11.0K0.00%−30−12.2%Reduced
Great West Life Assurance Co212$11.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA306$15.7K0.00%−2,371−88.6%Reduced
Federation des caisses Desjardins du Quebec500$25.7K0.00%00.0%Unchanged
Citigroup Inc592$30.0K0.00%−38−6.0%Reduced
Ameritas Investment Partners, Inc.610$31.0K0.00%00.0%Unchanged
American Portfolios Advisors647$33.2K0.00%00.0%Unchanged
New York State Teachers Retirement System700$36.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.776$40.0K0.00%+766+7,660.0%Added
Dorsey Wright & Associates981$50.0K0.01%00.0%Unchanged
Royal Bank of Canada1,143$58.0K0.00%+799+232.3%Added
Barclays PLC1,188$61.0K0.00%−5,549−82.4%Reduced
Federated Hermes, Inc.1,233$63.0K0.00%−1−0.1%Reduced
Carmichael Hill & Associates, Inc.1,300$67.0K0.04%00.0%Unchanged
Legal & General Group Plc1,350$70.0K0.00%−58−4.1%Reduced
Lazard Asset Management LLC1,801$92.0K0.00%+87+5.1%Added
Tower Research Capital LLC (TRC)2,146$110.0K0.00%+1,259+141.9%Added
Metropolitan Life Insurance Co2,639$135.5K0.00%00.0%Unchanged
Amundi3,122$160.0K0.00%+3,122New
Bank of America Corp3,260$167.0K0.00%−8,369−72.0%Reduced
MetLife Investment Management3,768$193.5K0.00%00.0%Unchanged
Price T Rowe Associates Inc3,900$200.0K0.00%+3,900New
1st Source Bank4,000$205.0K0.01%00.0%Unchanged
Alliancebernstein L.P.4,139$213.0K0.00%00.0%Unchanged
California Public Employees Retirement System4,178$215.0K0.00%−12,922−75.6%Reduced
Squarepoint Ops LLC4,328$222.0K0.00%+4,328New
Ritholtz Wealth Management4,597$236.0K0.02%−615−11.8%Reduced
UBS Asset Management Americas Inc4,777$245.3K0.00%+577+13.7%Added
American International Group, Inc.4,852$249.0K0.00%+179+3.8%Added
Deutsche Bank AG5,418$278.0K0.00%+184+3.5%Added
Wexford Capital LP5,550$285.0K0.04%−615−10.0%Reduced
Manufacturers Life Insurance Company, The5,682$292.0K0.00%+876+18.2%Added
Bridgewater Advisors Inc.5,928$304.0K0.10%00.0%Unchanged
Goldman Sachs Group Inc6,413$329.0K0.00%−31,107−82.9%Reduced
Parametric Portfolio Associates LLC6,721$345.0K0.00%−221−3.2%Reduced
State of Wisconsin Investment Board6,900$354.0K0.00%00.0%Unchanged
Gabelli Funds LLC7,000$360.0K0.00%00.0%Unchanged
Bourgeon Capital Management LLC7,218$371.0K0.08%00.0%Unchanged
Parsec Financial Management, Inc.7,240$372.0K0.02%00.0%Unchanged
Alps Advisors Inc7,299$375.0K0.00%00.0%Unchanged
UBS Group AG7,369$379.0K0.00%−1,452−16.5%Reduced
IndexIQ Advisors LLC8,025$412.0K0.01%−30−0.4%Reduced
Two Sigma Advisers, LP8,200$421.0K0.00%+8,200New
Exchange Traded Concepts, LLC9,281$477.0K0.02%−1,053−10.2%Reduced
Allianz Asset Management GmbH9,362$481.0K0.00%−280−2.9%Reduced
Wells Fargo & Company9,690$498.0K0.00%−2,506−20.5%Reduced
Rhumbline Advisers9,707$499.0K0.00%−3,064−24.0%Reduced
Janney Montgomery Scott LLC10,462$537.0K0.00%+849+8.8%Added
Credit Suisse AG11,076$568.0K0.00%+1,130+11.4%Added
Zebra Capital Management LLC11,499$591.0K0.69%−1,130−8.9%Reduced
California State Teachers Retirement System11,880$610.0K0.00%−430−3.5%Reduced
Two Sigma Investments, LP12,916$663.0K0.00%+12,916New
Janus Henderson Group PLC13,624$700.0K0.00%+4,492+49.2%Added
Seizert Capital Partners, LLC15,046$773.0K0.04%+7,726+105.5%Added
STRS Ohio15,300$785.0K0.00%−1,900−11.0%Reduced
JPMorgan Chase & Co15,307$786.0K0.00%−10,808−41.4%Reduced
Citadel Advisors LLC15,642$803.0K0.00%+713+4.8%Added
Winton Group Ltd17,810$915.0K0.05%+1,586+9.8%Added
AQR Capital Management LLC17,924$921.0K0.00%+6,035+50.8%Added
O'Shaughnessy Asset Management, LLC18,660$958.0K0.02%−9,774−34.4%Reduced
EAM Investors, LLC20,236$1.04M0.16%−4,803−19.2%Reduced
Swiss National Bank20,600$1.06M0.00%+1,200+6.2%Added
Cetera Advisor Networks LLC24,996$1.28M0.02%+24,996New
EAM Global Investors LLC28,513$1.46M0.41%−6,778−19.2%Reduced
RBF Capital, LLC30,000$1.54M0.09%00.0%Unchanged
Perritt Capital Management Inc30,200$1.55M0.81%−1,300−4.1%Reduced
Neuberger Berman Group LLC30,639$1.57M0.00%00.0%Unchanged
Arrowstreet Capital, Limited Partnership39,120$2.01M0.00%−18,670−32.3%Reduced
JB Capital Partners LP41,845$2.15M0.51%00.0%Unchanged
Nuveen Asset Management, LLC43,469$2.23M0.00%−6,690−13.3%Reduced
Bank of New York Mellon Corp45,921$2.36M0.00%−2,587−5.3%Reduced
Advisory Research Inc46,895$2.41M0.16%+46,895New
Otter Creek Advisors, LLC48,930$2.51M2.34%+258+0.5%Added
Apis Capital Advisors, LLC49,000$2.52M2.17%+3,000+6.5%Added
Invesco Ltd.49,075$2.52M0.00%+35,996+275.2%Added
Eaton Vance Management50,000$2.57M0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC50,000$2.57M0.31%00.0%Unchanged
First Trust Advisors LP53,092$2.73M0.00%−1,623−3.0%Reduced
Bridge City Capital, LLC59,152$3.04M1.04%−1,970−3.2%Reduced
Victory Capital Management Inc64,875$3.33M0.00%+10,527+19.4%Added
Morgan Stanley78,681$4.04M0.00%+6,489+9.0%Added
New York State Common Retirement Fund99,231$5.10M0.01%−1,134−1.1%Reduced
Legato Capital Management LLC111,139$5.71M0.81%+6,484+6.2%Added
Northern Trust Corp122,050$6.27M0.00%+7,213+6.3%Added
Charles Schwab Investment Management Inc142,183$7.30M0.00%+3,170+2.3%Added
R.P. Boggs & Co.189,424$9.73M6.12%+4,400+2.4%Added
State Street Corp202,804$10.4M0.00%+32,189+18.9%Added
Renaissance Technologies LLC237,732$12.2M0.02%−26,100−9.9%Reduced
Geode Capital Management, LLC261,834$13.4M0.00%+14,211+5.7%Added
AltraVue Capital, LLC459,871$23.6M4.19%+41,124+9.8%Added
Vanguard Group Inc616,095$31.6M0.00%+51,531+9.1%Added
Royce & Associates LP631,199$32.4M0.22%−77,000−10.9%Reduced
FMR LLC638,711$32.8M0.00%+554,588+659.3%Added
Dimensional Fund Advisors LP658,779$33.8M0.01%−20,694−3.0%Reduced
BlackRock Inc.832,209$42.7M0.00%+7,525+0.9%Added
Gendell Jeffrey L11,421,039$586.6M52.12%−25,000−0.2%Reduced
Monarch Partners Asset Management LLC0$00.00%−25,695−100.0%Sold out
Punch & Associates Investment Management, Inc.0$00.00%−12,579−100.0%Sold out