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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, Q3 2021

Institutional positions in IES Holdings, Inc. as of Sep 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
95
−2 vs. Q2 2021
Shares held
17.4M
−558.3K (−3.1%) vs. Q2 2021
Total value
$795.0M
−$127.3M (−13.8%) vs. Q2 2021
New holders
14
26 more added
Sold out
16
35 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 95 institutions
Q1 2021: 97 institutionsQ2 2021: 98 institutionsQ3 2021: 95 institutionsQ4 2021: 98 institutionsQ1 2022: 94 institutionsQ2 2022: 81 institutionsQ3 2022: 79 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 heldQ3 2021: $795.0M
Q1 2021: $874.7MQ2 2021: $922.5MQ3 2021: $795.0MQ4 2021: $878.5MQ1 2022: $703.9MQ2 2022: $533.2MQ3 2022: $479.6MQ4 2022: $608.9MQ1 2023: $784.6MQ2 2023: $994.2MQ3 2023: $1.17BQ4 2023: $1.45BQ1 2024: $2.28BQ2 2024: $2.56BQ3 2024: $3.69BQ4 2024: $3.71BQ1 2025: $3.12BQ2 2025: $5.67BQ3 2025: $7.64BQ4 2025: $7.40BQ1 2026: $9.14BQ2 2026: $14.2B
Institutions holding IESC and their total value by quarter
QuarterHoldersValue
Q2 2026414$14.2B
Q1 2026351$9.14B
Q4 2025344$7.40B
Q3 2025321$7.64B
Q2 2025273$5.67B
Q1 2025243$3.12B
Q4 2024255$3.71B
Q3 2024238$3.69B
Q2 2024197$2.56B
Q1 2024157$2.28B
Q4 2023133$1.45B
Q3 2023117$1.17B
Q2 2023101$994.2M
Q1 202390$784.6M
Q4 202282$608.9M
Q3 202279$479.6M
Q2 202281$533.2M
Q1 202294$703.9M
Q4 202198$878.5M
Q3 202195$795.0M
Q2 202198$922.5M
Q1 202197$874.7M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding IES Holdings, Inc.; share changes are against Q2 2021.

Institutions holding IESC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Gendell Jeffrey L11,419,482$521.8M44.91%−1,5570.0%Reduced
FMR LLC759,417$34.7M0.00%+120,706+18.9%Added
BlackRock Inc.682,232$31.2M0.00%−149,977−18.0%Reduced
Dimensional Fund Advisors LP657,741$30.1M0.01%−1,038−0.2%Reduced
Royce & Associates LP631,199$28.8M0.22%00.0%Unchanged
AltraVue Capital, LLC480,671$22.0M3.25%+20,800+4.5%Added
Vanguard Group Inc431,438$19.7M0.00%−184,657−30.0%Reduced
Renaissance Technologies LLC234,632$10.7M0.01%−3,100−1.3%Reduced
Geode Capital Management, LLC186,405$8.52M0.00%−75,429−28.8%Reduced
R.P. Boggs & Co.173,413$7.92M4.99%−16,011−8.5%Reduced
State Street Corp168,407$7.70M0.00%−34,397−17.0%Reduced
Legato Capital Management LLC103,435$4.73M0.90%−7,704−6.9%Reduced
New York State Common Retirement Fund99,159$4.53M0.00%−72−0.1%Reduced
Northern Trust Corp94,053$4.30M0.00%−27,997−22.9%Reduced
Charles Schwab Investment Management Inc86,222$3.94M0.00%−55,961−39.4%Reduced
Morgan Stanley79,165$3.62M0.00%+484+0.6%Added
Victory Capital Management Inc63,974$2.92M0.00%−901−1.4%Reduced
Apis Capital Advisors, LLC60,000$2.74M2.61%+11,000+22.4%Added
Millennium Management LLC50,491$2.31M0.00%+50,491New
Eaton Vance Management50,000$2.29M0.00%00.0%Unchanged
Otter Creek Advisors, LLC49,271$2.25M1.85%+341+0.7%Added
Bridge City Capital, LLC46,699$2.13M0.97%−12,453−21.1%Reduced
Bank of New York Mellon Corp42,409$1.94M0.00%−3,512−7.6%Reduced
JB Capital Partners LP41,845$1.91M0.43%00.0%Unchanged
Monarch Partners Asset Management LLC41,719$1.91M0.28%+41,719New
Neuberger Berman Group LLC36,539$1.67M0.00%+5,900+19.3%Added
Nuveen Asset Management, LLC37,609$1.66M0.00%−5,860−13.5%Reduced
Citadel Advisors LLC34,904$1.59M0.00%+19,262+123.1%Added
Goldman Sachs Group Inc33,205$1.52M0.00%+26,792+417.8%Added
HRT Financial LP31,305$1.43M0.01%+31,305New
RBF Capital, LLC30,000$1.37M0.08%00.0%Unchanged
Perritt Capital Management Inc29,900$1.37M0.75%−300−1.0%Reduced
Cetera Advisor Networks LLC24,996$1.14M0.02%00.0%Unchanged
Kennedy Capital Management, Inc.23,398$1.07M0.02%+23,398New
Swiss National Bank20,600$941.0K0.00%00.0%Unchanged
JPMorgan Chase & Co19,236$879.0K0.00%+3,929+25.7%Added
Winton Group Ltd18,309$837.0K0.05%+499+2.8%Added
AQR Capital Management LLC16,964$775.0K0.00%−960−5.4%Reduced
Invesco Ltd.16,294$744.0K0.00%−32,781−66.8%Reduced
STRS Ohio15,300$699.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC12,598$576.0K0.01%−6,062−32.5%Reduced
California State Teachers Retirement System12,401$567.0K0.00%+521+4.4%Added
Gabelli Funds LLC12,000$548.0K0.00%+5,000+71.4%Added
Janus Henderson Group PLC11,756$537.0K0.00%−1,868−13.7%Reduced
Credit Suisse AG11,566$529.0K0.00%+490+4.4%Added
Exchange Traded Concepts, LLC10,812$494.0K0.01%+1,531+16.5%Added
Seizert Capital Partners, LLC10,588$484.0K0.02%−4,458−29.6%Reduced
Bank of America Corp10,062$460.0K0.00%+6,802+208.7%Added
Exencial Wealth Advisors, LLC10,000$457.0K0.02%+10,000New
Rhumbline Advisers9,817$449.0K0.00%+110+1.1%Added
IndexIQ Advisors LLC8,919$408.0K0.01%+894+11.1%Added
Allianz Asset Management GmbH8,609$393.0K0.00%−753−8.0%Reduced
Ameriprise Financial Inc8,381$382.0K0.00%+8,381New
Parsec Financial Management, Inc.7,240$379.0K0.02%00.0%Unchanged
Zebra Capital Management LLC7,811$356.0K0.43%−3,688−32.1%Reduced
Bourgeon Capital Management LLC7,218$330.0K0.07%00.0%Unchanged
Cubist Systematic Strategies, LLC6,986$319.0K0.00%+6,986New
Wells Fargo & Company6,918$316.0K0.00%−2,772−28.6%Reduced
Parametric Portfolio Associates LLC6,920$316.0K0.00%+199+3.0%Added
ARS Investment Partners, LLC6,000$274.0K0.03%+6,000New
Bridgewater Advisors Inc.5,928$271.0K0.07%00.0%Unchanged
PDT Partners, LLC5,820$266.0K0.02%+5,820New
Janney Montgomery Scott LLC5,705$261.0K0.00%−4,757−45.5%Reduced
Deutsche Bank AG5,543$254.0K0.00%+125+2.3%Added
Arrowstreet Capital, Limited Partnership5,530$253.0K0.00%−33,590−85.9%Reduced
State of Wisconsin Investment Board5,500$251.0K0.00%−1,400−20.3%Reduced
Manufacturers Life Insurance Company, The5,135$235.0K0.00%−547−9.6%Reduced
ExodusPoint Capital Management, LP5,103$233.0K0.00%+5,103New
UBS Asset Management Americas Inc4,777$218.3K0.00%00.0%Unchanged
American International Group, Inc.4,740$217.0K0.00%−112−2.3%Reduced
Jane Street Group, LLC4,600$210.0K0.00%+4,600New
Barclays PLC4,219$193.0K0.00%+3,031+255.1%Added
SG Americas Securities, LLC3,963$181.0K0.00%+3,963New
MetLife Investment Management3,768$172.2K0.00%00.0%Unchanged
Legal & General Group Plc3,197$146.0K0.00%+1,847+136.8%Added
Metropolitan Life Insurance Co2,639$120.6K0.00%00.0%Unchanged
Citigroup Inc2,626$120.0K0.00%+2,034+343.6%Added
Lazard Asset Management LLC1,725$78.0K0.00%−76−4.2%Reduced
BNP Paribas Arbitrage, SA1,680$76.8K0.00%+1,374+449.0%Added
Carmichael Hill & Associates, Inc.1,300$59.0K0.03%00.0%Unchanged
Royal Bank of Canada1,275$58.0K0.00%+132+11.5%Added
Federated Hermes, Inc.1,224$56.0K0.00%−9−0.7%Reduced
Dorsey Wright & Associates1,065$49.0K0.01%+84+8.6%Added
New York State Teachers Retirement System700$32.0K0.00%00.0%Unchanged
American Portfolios Advisors647$29.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.610$28.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec500$22.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.263$12.0K0.00%−513−66.1%Reduced
Great West Life Assurance Co212$10.0K0.00%00.0%Unchanged
Captrust Financial Advisors205$9.00K0.00%+59+40.4%Added
UBS Group AG171$8.00K0.00%−7,198−97.7%Reduced
Tower Research Capital LLC (TRC)186$8.00K0.00%−1,960−91.3%Reduced
TCI Wealth Advisors, Inc.80$4.00K0.00%+80New
Edge Wealth Management LLC70$3.00K0.00%00.0%Unchanged
Point72 Hong Kong Ltd6$00.00%+6New
Stonebridge Capital Advisors LLC0$00.00%−100,000−100.0%Sold out
First Trust Advisors LP0$00.00%−53,092−100.0%Sold out
Advisory Research Inc0$00.00%−46,895−100.0%Sold out
EAM Global Investors LLC0$00.00%−28,513−100.0%Sold out
EAM Investors, LLC0$00.00%−20,236−100.0%Sold out